Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Michael Garry & Madison DeMora
62 episodes
1 week ago
Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s we...
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Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s we...
Ep. 48 Investing Smarter: Strategies for Long-Term Success with Apollo Lupescu
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
1 hour
7 months ago
Ep. 48 Investing Smarter: Strategies for Long-Term Success with Apollo Lupescu
Send us a text In this episode, Mike and Maddie welcome Apollo Lupescu, Vice President at Dimensional Fund Advisors, a premier investment manager with over $800 billion in assets. With a Ph.D. in Economics and Finance from UC Santa Barbara and 21 years at Dimensional, Apollo offers deep insights into the firm’s data-driven approach to investing. He explains key investment concepts, including the differences between mutual funds and ETFs, the benefits of stock ownership, and how bonds serve as...
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s we...
