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. 52 Why Zero Income Tax Doesn’t Mean Zero Financial Surprises
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
11 minutes
6 months ago
Ep. 52 Why Zero Income Tax Doesn’t Mean Zero Financial Surprises
Send us a text In this episode of Not Just Numbers, Madison and Mike break down a recent Wall Street Journal article that challenges the popular belief that moving to a no-income-tax state guarantees retirement savings. From skyrocketing insurance costs to hidden fees and property taxes, Mike explains why retirees need to think beyond just income tax rates when relocating. Learn how financial strategies like Roth conversions can help reduce state-level tax burdens, and why every move should c...
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...
