Michael J. Garry, Esq, CFP©, AIF©, Founder & CEO
@MichaelJGarry
Followers
2K
Following
4K
Media
1K
Statuses
10K
Yardley Wealth Management and Yardley Estate Planning. Husband, Dad, Author, Blogger, Speaker, IRONMAN Maryland finisher. Call: 267-573-1019
Yardley, PA
Joined August 2009
Finally getting around to putting the video of my finish at IRONMAN Maryland out there. Could not have done it without my girls! Thanks @rachelagarry @emma__garry @amygarry2 and my daughter who smartly blocked me.
3
2
39
Our financial memories can cloud investing decisions. Mike & Madison tackle recency bias, cash’s role, and keeping emotions in check—then talk with Joe Dillon on how mediation saves time, money & stress. Listen:
0
0
1
Inherited an IRA or expect to? The IRS is getting serious about enforcing the 10-year rule in 2025. Mike and Madison break down what you need to know in the latest Not Just Numbers. #retirementplanning #inheritedIRA #secureact
0
0
2
Mailing your retirement check? Think twice. In our new Not Just Numbers episode, Madison & Mike break down Ron Lieber’s NYT exposé “Mailed, Stolen, and Cashed” on checks disappearing & being cashed. What to do if it happens to you. Tune in:
0
0
1
Equity comp doesn’t have to be a mystery. In this ep of Not Just Numbers, Mike & Madison talk with CFP® Maureen Donahue about stock options, RSUs & how to make sense of them. Listen to full show:
0
0
1
Latest Yardley Wealth Management, LLC news for 06/25/2025 -
0
0
1
Michael Garry, CFP®, featured in @Investopedia: Gen X fears running out of money more than death. Financial pressure is mounting. Read it here: #FinancialPlanning #GenX #RetirementStress
0
0
1
Big thanks to Suburban Life Magazine for the feature - honored to be on the cover!.
Suburban Life takes a look at why proper planning can make all the difference in achieving a financially comfortable retirement.
0
0
0
RT @suburbanlifepa: Suburban Life takes a look at why proper planning can make all the difference in achieving a financially comfortable re….
0
1
0
How do you turn retirement savings into income? Mike & Madison break it down—plus a guest segment with Eric from The Garden Artisan on design, business, & balance. Listen now: #RetirementPlanning #Podcast #SmallBusiness
0
0
0
Latest Yardley Wealth Management, LLC news for 06/11/2025 -
0
0
0
Michael Garry, CFP®, talks AI, compliance, and client care on the AI Flow podcast. Tools like Jump AI + Greenboard are changing the game. Listen here: or watch on Youtube #FinancialPlanning #AI #WealthManagement
0
0
0
If you’re wondering whether your investment strategy is built for times like these, let’s talk. #MarketPerspective #LongTermInvesting #StayInvested.
0
0
0
We help clients maintain perspective, manage risk, and focus on what’s within their control. Remember that the return and principal value of stock prices will fluctuate as market conditions change. Moreover, shares, when sold, may be worth more or less than their original cost.
1
0
0
Markets move fast. Reacting to short-term headlines might feel like playing defense—but over time, investors with a disciplined approach often come out ahead.
1
0
0
Here’s the kicker: 78% of those “best days” happen during bear markets or within the first two months of a recovery.
1
0
0
Stocks are represented by the Standard & Poor’s Composite Index. However, index performance does not necessarily reflect the past performance of any particular investment.
1
0
0