Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.1 скачать в хорошем качестве

Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.1

S1 Ep. 1 What To Do If a Loved One Dies, And You've Never Handled The Money In this episode, Mike and Maddie discuss the purpose for the podcast, give an intro to our fee-only firm, and discuss how to handle things when a loved one dies and you have never handled the family's money. Spoiler alert: we discuss the "F" word, yes fiduciary! Not Just Numbers: Honest Conversations with a FinancialAdvisor (and Lawyer!) For most of us, financial planning and investing are intimidating and overwhelming subjects. There are so many elements to consider and so much information from a seemingly endless sea of voices. What if you could cut through the confusion to finally feel confident and in control of your finances? It's time to get smart about money. In this podcast, you will hear Mike and Maddie have honest conversations about financial concepts and situations you might be facing right now, rules and best practices for you to follow, and how to make sense of the financial media - what you really need to know. You will also hear local Yardley and Bucks County businesspeople talk about their businesses, their successes, and their challenges. Find us on: Apple Podcasts | https://apple.co/3HI33IJ Spotify | https://spoti.fi/3LzLkEx Facebook |   / yardleywealthmanagement   Instagram |   / yardleywealth   Twitter |   / michaeljgarry   LinkedIn |   / michaelgarry   Website | https://yardleywealth.net #personalfinance #moneytips #financialeducation #fiduciary #financialadvisor #estateplanning