Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Michael Garry & Madison DeMora
66 episodes
3 weeks ago
Send us a text In this episode of Not Just Numbers, Mike and Madison sit down to unpack the world of stock market pundits, the personalities who make sweeping predictions that often grab headlines but rarely stand the test of time. From Jospeh Granville’s market-moving calls to Michael Burry’s dramatic warnings, Madison and Mike explore why bold voices attract so much attention, why even the most famous forecasters struggle to repeat their “big win,” and how relying on these predictions can l...
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Send us a text In this episode of Not Just Numbers, Mike and Madison sit down to unpack the world of stock market pundits, the personalities who make sweeping predictions that often grab headlines but rarely stand the test of time. From Jospeh Granville’s market-moving calls to Michael Burry’s dramatic warnings, Madison and Mike explore why bold voices attract so much attention, why even the most famous forecasters struggle to repeat their “big win,” and how relying on these predictions can l...
Ep. 56 What You Need to Know About the 2025 Changes to Inherited IRA Rules
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
12 minutes
5 months ago
Ep. 56 What You Need to Know About the 2025 Changes to Inherited IRA Rules
Send us a text In this episode of Not Just Numbers, Madison and Mike break down the upcoming 2025 changes to inherited IRA rules, and why beneficiaries and financial planners alike need to pay close attention. They discuss how the SECURE Act has already reshaped the way IRAs are passed on and what’s coming next as the IRS begins enforcing the 10-year distribution rule more strictly. Mike explains who the new rules apply to, what beneficiaries need to prepare for, and how to navigate these cha...
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 sit down to unpack the world of stock market pundits, the personalities who make sweeping predictions that often grab headlines but rarely stand the test of time. From Jospeh Granville’s market-moving calls to Michael Burry’s dramatic warnings, Madison and Mike explore why bold voices attract so much attention, why even the most famous forecasters struggle to repeat their “big win,” and how relying on these predictions can l...
