Our Episodes

We’re always working to keep this page updated with the latest episodes. If you don’t see the most recent ones here yet, don’t worry—you won’t miss a beat. They’re already available on YouTube or your favorite podcast platform like Apple Podcasts or Spotify. New episodes are added here shortly after release, so stay tuned!

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Three Important Numbers for Women’s Financial Futures– Not Just Numbers Podcast Ep. 71

Three Important Numbers for Women’s Financial Futures– Not Just Numbers Podcast Ep. 71

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Can a 100% S&P 500 Portfolio Survive Retirement? – Not Just Numbers Podcast Ep. 70

Can a 100% S&P 500 Portfolio Survive Retirement? – Not Just Numbers Podcast Ep. 70

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From Tax Prep to Tax Strategy: How to Make Taxes Work for You All Year – Not Just Numbers Podcast Ep. 69

From Tax Prep to Tax Strategy: How to Make Taxes Work for You All Year – Not Just Numbers Podcast Ep. 69

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2025 in Review and What to Know Heading Into 2026 – Not Just Numbers Podcast Ep. 68

2025 in Review and What to Know Heading Into 2026 – Not Just Numbers Podcast Ep. 68

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From Tax Strategy to Industry Shifts: The Real Work (and World) of Financial Planning – Not Just Numbers Podcast Ep. 67

From Tax Strategy to Industry Shifts: The Real Work (and World) of Financial Planning – Not Just Numbers Podcast Ep. 67

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Understanding the 2026 401(k) Rule Changes: What Savers Need to Know – Not Just Numbers Podcast Ep. 66

Understanding the 2026 401(k) Rule Changes: What Savers Need to Know – Not Just Numbers Podcast Ep. 66

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Understanding the 2026 401(k) Rule Changes: What Savers Need to Know – Not Just Numbers Podcast Ep. 65

Understanding the 2026 401(k) Rule Changes: What Savers Need to Know – Not Just Numbers Podcast Ep. 65

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Year-End Giving Strategies:Tax-Smart & Impactful joined by Christian LeFer from Instant Nonprofit– Not Just Numbers Podcast Ep. 64

Year-End Giving Strategies:Tax-Smart & Impactful joined by Christian LeFer from Instant Nonprofit– Not Just Numbers Podcast Ep. 64

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Caring for Aging Parents: The Real Costs | Featuring Jimmy Rios from Rios Business Advisors– Not Just Numbers Podcast Ep. 63

Caring for Aging Parents: The Real Costs | Featuring Jimmy Rios from Rios Business Advisors– Not Just Numbers Podcast Ep. 63

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millennial financial anxiety episode 62 podcast cover
The Hidden Cost of Estate Planning Errors Then Joined by Shellee Howard from College Ready– Not Just Numbers Podcast Ep. 62

The Hidden Cost of Estate Planning Errors Then Joined by Shellee Howard from College Ready– Not Just Numbers Podcast Ep. 62

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Should You Pay Off Your Mortgage Early? Then joined by Yvonne from The Crossing Animal Society – Not Just Numbers Podcast Ep. 61

Should You Pay Off Your Mortgage Early? Then joined by Yvonne from The Crossing Animal Society – Not Just Numbers Podcast Ep. 61

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Lessons for Everyday Investors Then joined by Matt Stout from Stout Organics Turf and Plant Care – Not Just Numbers Podcast Ep. 60

Lessons for Everyday Investors Then joined by Matt Stout from Stout Organics Turf and Plant Care – Not Just Numbers Podcast Ep. 60

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Millennials and Money: Why Financial Anxiety Still Lingers Then Joined by Anne Lester– Not Just Numbers Podcast Ep. 59

Millennials and Money: Why Financial Anxiety Still Lingers Then Joined by Anne Lester– Not Just Numbers Podcast Ep. 59

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Mike Garry and Madison DeMora hosting Not Just Numbers Podcast Episode 58: Breaking Down the One Big Beautiful Bill Act
Breaking Down the One Big Beautiful Bill Act: What You Need to Know – Not Just Numbers Podcast Ep. 58

Breaking Down the One Big Beautiful Bill Act: What You Need to Know – Not Just Numbers Podcast Ep. 58

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Mike Garry, Joe Dillon, and Madison DeMora hosting Not Just Numbers Podcast Episode 57: Breaking Free from Investing’s Memory Traps
Breaking Free from Investing’s Memory Traps Then joined by Joe Dillon from Equitable Mediation – Not Just Numbers Podcast Ep. 57

Breaking Free from Investing’s Memory Traps Then joined by Joe Dillon from Equitable Mediation – Not Just Numbers Podcast Ep. 57

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Madison DeMora and Mike Garry hosting Not Just Numbers Podcast Episode 56: What You Need to Know About the 2025 Changes to Inherited IRA Rules
What You Need to Know About the 2025 Changes to Inherited IRA Rules – Not Just Numbers Podcast Ep. 56

What You Need to Know About the 2025 Changes to Inherited IRA Rules – Not Just Numbers Podcast Ep. 56

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Mike Garry and Madison DeMora hosting Not Just Numbers Podcast Episode 55: Think Twice Before Mailing Retirement Checks
Think Twice Before Mailing Retirement Checks! – Not Just Numbers Podcast Ep. 55

Think Twice Before Mailing Retirement Checks! – Not Just Numbers Podcast Ep. 55

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Making Sense of Equity Compensation with Maureen Donahue-Not Just Numbers Podcast Ep. 54

Making Sense of Equity Compensation with Maureen Donahue-Not Just Numbers Podcast Ep. 54

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Turning Retirement Savings into a Steady Income Plan Then joined by Eric from The Garden Artisan-Not Just Numbers Podcast Ep. 53

Turning Retirement Savings into a Steady Income Plan Then joined by Eric from The Garden Artisan-Not Just Numbers Podcast Ep. 53

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Why Zero Income Tax Doesn’t Mean Zero Financial Surprises- Not Just Numbers Podcast Ep. 52

Why Zero Income Tax Doesn’t Mean Zero Financial Surprises- Not Just Numbers Podcast Ep. 52

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Beyond the Numbers: Preparing Mentally and Emotionally for a Fulfilling Retirement- Not Just Numbers Podcast Ep. 51

Beyond the Numbers: Preparing Mentally and Emotionally for a Fulfilling Retirement- Not Just Numbers Podcast Ep. 51

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Mike Garry and Amy Garry featured in Episode 50 of Not Just Numbers Pod
Financial Market Recap with Mike Then Employee Spotlight on Amy Garry- Not Just Numbers Podcast Ep. 50

Financial Market Recap with Mike Then Employee Spotlight on Amy Garry- Not Just Numbers Podcast Ep. 50

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The Psychology of Financial Wellness: A Conversation with Dr. Emily Koochel – Not Just Numbers Podcast Ep. 49

The Psychology of Financial Wellness: A Conversation with Dr. Emily Koochel – Not Just Numbers Podcast Ep. 49

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Investing Smarter: Strategies for Long-Term Success with Apollo Lupescu – Not Just Numbers Podcast Ep. 48

Investing Smarter: Strategies for Long-Term Success with Apollo Lupescu – Not Just Numbers Podcast Ep. 48

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Roth IRA vs. Traditional IRA: Is a Conversion Right for You? Then joined by Tim and Suzanne from T. Foster & Co. – Not Just Numbers Podcast Ep. 47

Roth IRA vs. Traditional IRA: Is a Conversion Right for You? Then joined by Tim and Suzanne from T. Foster & Co. – Not Just Numbers Podcast Ep. 47

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Promotional graphic for Not Just Numbers Podcast Episode 46, titled 'Retirement Spending Fears: Why Even Wealthy Retirees Hold Back.' Features hosts Mike Garry and Madison Demora from Yardley Wealth Management, with a background image of a beach and a signpost labeled 'Retirement.' Includes a play button and the podcast website URL.
Retirement Spending Fears: Why Even Wealthy Retirees Hold Back- Not Just Numbers Podcast Ep. 46

Retirement Spending Fears: Why Even Wealthy Retirees Hold Back- Not Just Numbers Podcast Ep. 46

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Promotional graphic for Not Just Numbers Podcast Episode 45, titled 'Why Paying More Taxes Now Can Be a Smart Move with Mike and Maddie.' Features hosts Mike Garry and Madison Demora from Yardley Wealth Management, with a background image of a family on a beach. Includes a play button and the podcast website URL.
Why Paying More Taxes Now Can Be a Smart Move – Not Just Numbers Podcast Ep. 45

Why Paying More Taxes Now Can Be a Smart Move – Not Just Numbers Podcast Ep. 45

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Promotional graphic for Not Just Numbers Podcast Episode 44, featuring Ryan Dittes from RD’s Total Lawn. Titled 'A perfect credit & MBA, discover Steve Mitchell’s journey to welcome Ryan Dittes from RD’s Total Lawn to share his business insights.' Shows a family in a park with a sign that reads '100% Credit Score.' Hosted by Mike and Madison from Yardley Wealth Management.
The Pursuit of a Perfect Credit Score – Is It Worth It? Joined by Ryan Dittes from RDs Total Lawn – Not Just Numbers Podcast Ep. 44

The Pursuit of a Perfect Credit Score – Is It Worth It? Joined by Ryan Dittes from RDs Total Lawn – Not Just Numbers Podcast Ep. 44

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Promotional graphic for Not Just Numbers Podcast Episode 43, titled 'Maximizing Your Stock Awards: A Guide to RSUs and Stock Options.' Features hosts Mike Garry and Madison Demora from Yardley Wealth Management, with a background image of a cityscape and a stock market chart. Includes a play button and the podcast website URL.
Maximizing Your Stock Awards: A Guide to RSUs and Stock Options – Not Just Numbers Podcast Ep. 43

Maximizing Your Stock Awards: A Guide to RSUs and Stock Options – Not Just Numbers Podcast Ep. 43

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Promotional graphic for Not Just Numbers Podcast, featuring Paula Zimmerman, Founder of Prosender Solutions. Shows a headshot of Paula Zimmerman smiling in a professional setting. Hosted by Mike and Madison from Yardley Wealth Management.
Communicate with Your Loved Ones to Ensure Your Wishes Are Honored then joined by Paula Zimmerman from ProSonder Solutions – Not Just Numbers Podcast Ep. 42

Communicate with Your Loved Ones to Ensure Your Wishes Are Honored then joined by Paula Zimmerman from ProSonder Solutions – Not Just Numbers Podcast Ep. 42

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Promotional graphic for Not Just Numbers Podcast Episode 41, titled 'Considering a Job Change? Join Madison & Mike as they dive into the financial changes on retirement and savings, with insights from Wall Street Journal.' Features hosts Mike Garry and Madison Demora from Yardley Wealth Management, with a background image of a podcast recording setup.
Job Switching and Your 401(k): How to Stay on Track with Retirement Savings – Not Just Numbers Podcast Ep. 41

Job Switching and Your 401(k): How to Stay on Track with Retirement Savings – Not Just Numbers Podcast Ep. 41

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Including Pets in Your Estate Plan for Peace of Mind. Joined by Michael Silverman from Silver Lining Insurance Agency – Not Just Numbers Podcast Ep. 40

Including Pets in Your Estate Plan for Peace of Mind. Joined by Michael Silverman from Silver Lining Insurance Agency – Not Just Numbers Podcast Ep. 40

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Promotional graphic announcing the new Not Just Numbers Podcast, titled 'Honest Conversations with a Financial Advisor & Lawyer.' Features hosts Madison Demora and Mike Garry from Yardley Wealth Management, with a background image of a podcast recording setup. Includes icons for Spotify and Apple Podcasts.
Understanding Capital Gains: What Mutual Fund Investors Need to Know – Not Just Numbers Podcast Ep. 39

Understanding Capital Gains: What Mutual Fund Investors Need to Know – Not Just Numbers Podcast Ep. 39

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Promotional graphic for Not Just Numbers Podcast Episode 38, titled 'Only 4% of Stocks Drive Market Gains! Uncover the Surprising Truth Behind Stocks.' Features hosts Madison Demora and Mike Garry from Yardley Wealth Management, with a background image of a podcast recording setup.
The Hidden Drivers of Market Success: Understanding Stock Market Outliers – Not Just Numbers Podcast Ep. 38

The Hidden Drivers of Market Success: Understanding Stock Market Outliers – Not Just Numbers Podcast Ep. 38

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Promotional graphic for Not Just Numbers Podcast Episode 37, titled 'Get Ready for Managing Retirement.' Features hosts Mike Garry and Madison Demora from Yardley Wealth Management, with a background image of a couple on a beach. Includes a play button and icons for YouTube, Apple Podcasts, and Spotify.
Making the Right Move: 401(k) vs. IRA – What’s Best for Your Retirement? – Not Just Numbers Podcast Ep. 37

Making the Right Move: 401(k) vs. IRA – What’s Best for Your Retirement? – Not Just Numbers Podcast Ep. 37

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Promotional graphic for Not Just Numbers Podcast Episode 36, titled 'Cutting Through the Complexity: Strategies for Smart Investing.' Features hosts Madison Demora and Mike Garry from Yardley Wealth Management, with a blue background patterned with small white dots.
Avoiding Complexity: Why Simplicity Should Drive Your Investment Choices – Not Just Numbers Podcast Ep. 36

Avoiding Complexity: Why Simplicity Should Drive Your Investment Choices – Not Just Numbers Podcast Ep. 36

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Promotional graphic for Not Just Numbers Podcast Episode 35, titled 'Should I Have an Umbrella Insurance Policy?' Features host Madison Demora from Yardley Wealth Management, with a background image of a blue umbrella and a sunny sky.
Should I Have Umbrella Insurance? Featuring an Employee Spotlight on Madison DeMora – Not Just Numbers Podcast Ep.35

Should I Have Umbrella Insurance? Featuring an Employee Spotlight on Madison DeMora – Not Just Numbers Podcast Ep.35

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Promotional graphic for Not Just Numbers Podcast Episode 34, titled 'Should I Buy Stocks Due to Their High Dividend Yield? With Our Special Guest Ben Madden.' Features hosts Mike Garry and Madison Demora from Yardley Wealth Management, with a background image of a podcast recording setup. Includes a headshot of guest Ben Madden from Allied Cleaning Services and icons for Apple Podcasts, YouTube, and Spotify.
Should I Buy Stocks Because of Their High Dividend Yield? Then joined by Ben Madden from Allied Cleaning Services – Not Just Number Podcast Ep. 34

Should I Buy Stocks Because of Their High Dividend Yield? Then joined by Ben Madden from Allied Cleaning Services – Not Just Number Podcast Ep. 34

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Promotional graphic for Not Just Numbers Podcast Episode 33, titled 'Should I Transfer My House Into My Children’s Names? With Mike and Maddie!' Features hosts Mike Garry and Madison Demora from Yardley Wealth Management, with a background image of a podcast recording setup and a small house graphic. Includes a play button and the website URL.
Should I Transfer My House into My Children’s Names? – Not Just Numbers Podcast Ep.33

Should I Transfer My House into My Children’s Names? – Not Just Numbers Podcast Ep.33

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Promotional graphic for Not Just Numbers Podcast Episode 32, titled 'Pre-Retiree Education Series 5 of 5: Managing the Transition to Retirement.' Features hosts Mike Garry and Madison Demora from Yardley Wealth Management, with a background image of a beach and a signpost labeled 'Retirement.
Pre-Retiree Education Series 5 of 5: Managing the Transition to Retirement – Not Just Numbers Podcast Ep. 32

Pre-Retiree Education Series 5 of 5: Managing the Transition to Retirement – Not Just Numbers Podcast Ep. 32

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Promotional graphic for Not Just Numbers Podcast Episode 31, titled 'Pre-Retiree Education Series 4 of 5: Understanding Medicare Basics.' Features hosts Mike Garry and Madison Demora from Yardley Wealth Management, with a blue background and a thought bubble graphic containing question marks.
Pre-Retiree Education Series 4 of 5: Understanding Medicare Basics – Not Just Numbers Podcast Ep. 31

Pre-Retiree Education Series 4 of 5: Understanding Medicare Basics – Not Just Numbers Podcast Ep. 31

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Promotional graphic for Not Just Numbers Podcast Episode 30, titled 'Pre-Retiree Education Series 3 of 5: Is Long-Term Care Insurance Something You Should Consider?' Features hosts Mike Garry and Madison Demora from Yardley Wealth Management, with a background image of a podcast recording setup.
Pre-Retiree Education Series 3 of 5: Is Long Term Care Insurance Something You Should Consider? – Not Just Numbers Podcast Ep. 30

Pre-Retiree Education Series 3 of 5: Is Long Term Care Insurance Something You Should Consider? – Not Just Numbers Podcast Ep. 30

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Promotional graphic for Not Just Numbers Podcast Episode 29, titled 'Pre-Retiree Education Series 2 of 5: Transforming Social Security Into a Winning Retirement Strategy.' Features hosts Mike Garry and Madison Demora from Yardley Wealth Management, with a yellow background and a microphone graphic. Includes a play button.
Pre-Retiree Education Series 2 of 5: Transforming Social Security into a Winning Retirement Strategy – Not Just Numbers Podcast Ep. 29

Pre-Retiree Education Series 2 of 5: Transforming Social Security into a Winning Retirement Strategy – Not Just Numbers Podcast Ep. 29

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Promotional graphic for Not Just Numbers Podcast Episode 28, titled 'Pre-Retiree Education Series 1 of 5: Retirement Income.' Features hosts Mike Garry and Madison Demora from Yardley Wealth Management, with a yellow background and images of the hosts in a podcast recording setup with microphones and headsets.
Pre-Retiree Education Series 1 of 5: Retirement Income – Not Just Numbers Podcast Ep. 28

Pre-Retiree Education Series 1 of 5: Retirement Income – Not Just Numbers Podcast Ep. 28

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Mike Garry and Madison Demora discussing fee-based advisory services with guest realtor Amy Patterson on Not Just Numbers Episode 27. Image is of Amy Patterson in a white suit jacket with a blue blouse underneath. Amy has strawberry blonde hair and blue eyes. She is wearing a lovely white necklace to match.
Navigating Financial Advisor Conflicts & Real Estate Trends – Not Just Numbers Podcast Ep. 27

Navigating Financial Advisor Conflicts & Real Estate Trends – Not Just Numbers Podcast Ep. 27

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Promotional graphic for Not Just Numbers Podcast, featuring Carrie Reinger from Kitchen Me Now. Shows a black-and-white headshot of Carrie Reinger with short blonde hair, wearing a patterned top, with a blurred background.
Exploring Bitcoin Risks & Kitchen Remodeling Trends – Not Just Numbers Podcast Ep. 26

Exploring Bitcoin Risks & Kitchen Remodeling Trends – Not Just Numbers Podcast Ep. 26

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: "Promotional graphic for Not Just Numbers Podcast, featuring Charles Barrett from FZ Works & FZ Creative. Shows Charles Barrett in a dark suit with a purple striped tie, standing in front of a warmly lit background with shelves displaying decorative bottles and objects.
Dave Ramsey’s Financial Advice & Brand Marketing Insights with Charles Barrett – Not Just Numbers Podcast Ep. 25

Dave Ramsey’s Financial Advice & Brand Marketing Insights with Charles Barrett – Not Just Numbers Podcast Ep. 25

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A photo showing Julia Gambell, owner of Salon J Raine Madison, seated in a styling chair in her salon's stylishly decorated interior space.
Exploring Entrepreneurship & Salon Ownership – Not Just Numbers Podcast Ep. 24

Exploring Entrepreneurship & Salon Ownership – Not Just Numbers Podcast Ep. 24

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Promotional graphic for Not Just Numbers Podcast, featuring Maureen Donahue, CFP®, Financial Advisor at Yardley Wealth Management. Shows Maureen Donahue sitting at a wooden desk in a black office chair, wearing a green floral dress and glasses, with a plain background.
Tax Planning Strategies in Your 60s – Not Just Numbers Podcast Ep. 23

Tax Planning Strategies in Your 60s – Not Just Numbers Podcast Ep. 23

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Not Just Numbers Podcast, featuring Heather Manley, Owner of Ninja Duds. Shows Heather Manley sitting on a green chair, holding a small black-and-white dog, wearing a long gray dress. The background includes a white curtain, a potted plant, and a decorative wall piece.
529 Plan Basics Feat. Heather Manley – Not Just Numbers Podcast Ep. 22

529 Plan Basics Feat. Heather Manley – Not Just Numbers Podcast Ep. 22

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