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. 49 The Psychology of Financial Wellness: A Conversation with Dr. Emily Koochel
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
43 minutes
7 months ago
Ep. 49 The Psychology of Financial Wellness: A Conversation with Dr. Emily Koochel
Send us a text In this episode of Not Just Numbers, hosts Mike Garry and Madison DeMora sit down with Dr. Emily Koochel, a leading expert in financial wellness, behavioral finance, and financial psychology. As the Manager of Financial Wellness at eMoney Advisor, Dr. Koochel shares insights on how our relationship with money is shaped from an early age, the impact of financial transparency on trust, and strategies for navigating financial conflicts in relationships. She also discusses the psyc...
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...
