Archive - July 2020

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Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry

 
 
 

Is Financial Planning a Pandemic Necessity?

By Michael Garry Yardley Wealth Management 

Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. I was honored to be interviewed by the reporter and included with the other tech-savvy advisors who weighed in. The journalist and I discussed the tools that Yardley Wealth Management uses to help put together a financial plan for our clients. The reporter shared that their survey results showed that many advisors were cutting back on financial planning software, perhaps as

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Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry

The post Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry appeared first on Yardley Wealth Management, LLC.

Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry

 

This past month, I had the honor of being interviewed by Marie Swift for the NAPFA Mindset Mastery podcast about life lessons learned from completing an IRONMAN Triathlon. I enjoyed speaking with her about how the skills I learned in achieving my goals and staying on track for the IRONMAN translate to serving my clients in my practice, Yardley Wealth Management.

In the podcast, I discuss how

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