All Episodes
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) — 84 episodes
Ep. 84 Can I Live Off Dividends Without Selling My Investments?
Ep. 83 Should I Buy an IPO? What to Know Before Investing in a New Stock
Ep. 82 When Your Parents Need You to Be the Adult
Ep. 81 Am I Chasing Investment Returns? How Emotions Affect My Investment Decisions
Ep. 80 Why Stock Valuations May Be Higher Than They Used to Be
Ep. 79 Trump Accounts Are Now Open: What Do I Need to Know?
Ep. 78 Stocks, Bonds, and Cash: Finding the Right Balance in Today’s Market
Ep. 77 What Would You Do with a Windfall?
Ep. 76 Why Retirement Planning Isn’t One-Size-Fits-All
Ep. 75 Keeping the Bank of Mom and Dad Open
Ep. 74 Rethinking Your Portfolio: Why Age Alone Shouldn’t Drive Your Investment Strategy
Ep. 73 How Do You Teach Teens and Young Adults to Make Confident Money Decisions Before the Stakes Are High? With Maureen Donahue
Ep. 72 Why Your Credit Score Doesn’t Always Make Sense (And What to Do About It)
Ep. 71 Three Important Numbers for Women’s Financial Futures
Ep. 70 Can a 100% S&P 500 Portfolio Survive Retirement?
Ep. 69 From Tax Prep to Tax Strategy: How to Make Taxes Work for You All Year
Ep. 68 2025 in Review and What to Know Heading Into 2026
Ep. 67 From Tax Strategy to Industry Shifts: The Real Work (and World) of Financial Planning
Ep. 66 Market Gurus, Bold Predictions, and the Truth About Timing the Market
Ep. 65 Understanding the 2026 401(k) Rule Changes: What Savers Need to Know
Ep. 64 Year-End Giving Strategies: Tax-Smart and Impactful Then joined by Christian LeFer from Instant Nonprofit
Ep. 63 The True Costs of Caring for Aging Parents Then Joined by Jimmy Rios from Rios Business Advisors & Rios Business Funding
Ep. 62 The Hidden Cost of Estate Planning Errors Then Joined by Shellee Howard from College Ready
Ep. 61 Should You Pay Off Your Mortgage Early? Then joined by Yvonne from The Crossing Animal Society
Ep. 60 Colleges Fail the Liquidity Test: Lessons for Everyday Investors Then joined by Matt Stout from Stout Organics Turf and Plant Care
Ep. 59 Millennials and Money: Why Financial Anxiety Still Lingers Then joined by Anne Lester
Ep. 58 Breaking Down the One Big Beautiful Bill Act: What You Need to Know
Ep. 57 Breaking Free from Investing’s Memory Traps Then joined by Joe Dillon from Equitable Mediation
Ep. 56 What You Need to Know About the 2025 Changes to Inherited IRA Rules
Ep. 55 Think Twice Before Mailing Retirement Checks
Ep. 54 Making Sense of Equity Compensation with Maureen Donahue
Ep. 53 Turning Retirement Savings into a Steady Income Plan Then joined by Eric from The Garden Artisan
Ep. 52 Why Zero Income Tax Doesn’t Mean Zero Financial Surprises
Ep. 51 Beyond the Numbers: Preparing Mentally and Emotionally for a Fulfilling Retirement
Ep. 50 Financial Market Recap with Mike Then Employee Spotlight on Amy Garry
Ep. 49 The Psychology of Financial Wellness: A Conversation with Dr. Emily Koochel
Ep. 48 Investing Smarter: Strategies for Long-Term Success with Apollo Lupescu
Ep. 47 Roth IRA vs. Traditional IRA: Is a Conversion Right for You? Then joined by Tim and Suzanne from T. Foster & Co.
Ep. 46 Retirement Spending Fears: Why Even Wealthy Retirees Hold Back
Ep. 45 Why Paying More Taxes Now Can Be a Smart Move
Ep. 44 The Pursuit of a Perfect Credit Score - Is It Worth It? Then joined by Ryan Dittes from RDs Total Lawn
Ep. 43 Maximizing Your Stock Awards: A Guide to RSUs and Stock Options
Ep. 42 Communicate with Your Loved Ones to Ensure Your Wishes Are Honored then joined by Paula Zimmerman from ProSonder Solutions
Ep. 41 Job Switching and Your 401(k): How to Stay on Track with Retirement Savings
Ep. 40 Including Pets in Your Estate Plan for Peace of Mind. Then joined by Michael Silverman from Silver Lining Insurance Agency
Ep. 39 Understanding Capital Gains: What Mutual Fund Investors Need to Know
Ep. 38 The Hidden Drivers of Market Success: Understanding Stock Market Outliers
Ep. 37 Making the Right Move: 401(k) vs. IRA - What’s Best for Your Retirement?
Ep. 36 Avoiding Complexity: Why Simplicity Should Drive Your Investment Choices
Ep. 35 Should I Have Umbrella Insurance? Featuring an Employee Spotlight on Madison DeMora
Ep. 34 Should I Buy Stocks Because of Their High Dividend Yield? Then joined by Ben Madden from Allied Cleaning Services
Ep. 33 Should I Transfer My House into My Children’s Names?
Ep. 32 Pre-Retiree Education Series 5 of 5: Managing the Transition to Retirement
Ep. 31 Pre-Retiree Education Series 4 of 5: Understanding Medicare Basics
Ep. 30 Pre-Retiree Education Series 3 of 5: Is Long Term Care Insurance Something You Should Consider?
Ep. 29 Pre-Retiree Education Series 2 of 5: Transforming Social Security into a Winning Retirement Strategy
Ep. 28 Pre-Retiree Education Series 1 of 5: Retirement Income
Ep. 27 Navigating Conflicts with Financial Advice Then Joined by Realtor Amy Patterson
Ep. 26 Can Bitcoin Become Obsolete? And then Carrie Reininger from Kitchen Me Now
Ep. 25 Rethinking Dave Ramsey's Advice Feat. Charles Barrett from FZ Works & FZ Creative
Ep. 24 Are you Ready to Start Your Own Business? Feat. Julia Gambell from Salon J Raine
Ep. 23 Tax Planning Strategies in Your 60’s Featuring an employee spotlight on Maureen Donahue, CFP®
Ep. 22 529 Plan Basics Feat. Heather Manley from Ninja Duds
Ep. 21 Will There be a Soft Landing? Featuring an employee spotlight on Karen Lynch!
Ep. 20 How to Find the Right Financial Adviser
Ep. 19 Don't Listen to Predictions, Do This Instead
Ep. 18 When Should I buy a Bond or a Bond Fund, and how much should I buy?
Ep. 17 Revenge of the Boomers? Feat. Dan McLaughlin from Yardley Refillery
Ep. 16 Even at 5%, Keeping too Much in Cash Will Cost You Feat. Anthony Tozzi from Regerts Ink Removal
Ep. 15 Can Ai Replace your Financial Advisor?
Ep. 14 More Information doesn't Necessarily Lead to Better Investing feat. Scott Burney from Vault Brewing Company
Ep. 13 Why Are Americans so Positive About Their Own Situation and so Negative About the Country's? Feat. Realtor Rico Rodriguez
Ep. 12 Mike Reflects on 25 Years
Ep. 11 Why Should I Care About Foreign Diversification for Stocks? Can't I Just Buy all Tesla? Or Google? Or Amazon
Ep. 10 What Percentage of your Portfolio Should be in Stocks? Feat. Sandy Smith From Smith Publicity
Ep. 9 What is a CD and How Does it Compare Among Other Cash Options? Feat. Sally Gadea From Panna Gelateria & Bakery
Ep. 8 Advanced Estate Planning Techniques Feat. Bill Franchi From Old Republic Specialty Insurance Underwriters, Inc
Ep. 7 Do You Need a Trust? What are they? Feat. Liz Young the Owner of CommonPlace Reader
Ep. 6 Why You Need to Do Your Estate Plan and What you Need Feat. Heather Diprato the Publisher of Yardley Living and Newtown Neighbors
Ep. 5 Should you use the VIP section of Personal Finance – Venture Capital, Private Equity, Hedge Funds, Non-Traded REITS, and BDCs?
Ep. 4 We're Talking Free Money, Maddie, Free Money! Just Make Sure it is Insured.
Ep. 3 Saving and Investing are Different, So Let’s Talk about Risk, Maddie
Ep. 2 Is the 60/40 Portfolio a Bulletproof Way to Invest for Retirement?
Ep. 1 What To Do If a Loved One Dies, And You've Never Handled The Money