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. 58 Breaking Down the One Big Beautiful Bill Act: What You Need to Know
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
10 minutes
2 months ago
Ep. 58 Breaking Down the One Big Beautiful Bill Act: What You Need to Know
Send us a text In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison and Mike break down the sweeping One Big Beautiful Bill Act, a new tax law signed into effect in July. At 887 pages, this legislation makes several provisions of the 2017 Tax Cuts and Jobs Act (TCJA) permanent while introducing new deductions, exemptions, and planning opportunities for individuals, families, and business owners. Mike, a financial advisor, CFP® practitioner, an...
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...
