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. 61 Should You Pay Off Your Mortgage Early? Then joined by Yvonne from The Crossing Animal Society
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
49 minutes
3 weeks ago
Ep. 61 Should You Pay Off Your Mortgage Early? Then joined by Yvonne from The Crossing Animal Society
Send us a text In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Mike and Madison dive into one of the most common financial questions: Should I pay off my mortgage early? They break down the advantages and disadvantages of paying down your mortgage ahead of schedule. From interest savings and peace of mind to opportunity costs and tax considerations, this conversation will help you weigh whether being mortgage-free is the right financial move for ...
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...
