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...
All content for Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) is the property of Michael Garry & Madison DeMora and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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. 57 Breaking Free from Investing’s Memory Traps Then joined by Joe Dillon from Equitable Mediation
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
59 minutes
2 months ago
Ep. 57 Breaking Free from Investing’s Memory Traps Then joined by Joe Dillon from Equitable Mediation
Send us a text In this episode of Not Just Numbers, Madison and Mike explore how our personal financial memories, whether shaped by market crashes, bull runs, or housing booms, can cloud judgment and influence investing decisions. Inspired by Jason Zweig’s Wall Street Journal article, they unpack the dangers of recency bias, the evolving role of cash in portfolios, and the importance of balancing historical perspective with real-time adaptability. Learn how to avoid overreacting to market noi...
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...
