PodcastsRank #9449
Artwork for Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)

Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)

InvestingPodcastsBusinessEducationEN-USunited-statesDaily or near-daily
5 / 5
<p>For most of us, financial planning and investing are intimidating and overwhelming subjects. There are so many elements to consider and so much information from a seemingly endless sea of voices. What if you could cut through the confusion to finally feel confident and in control of your finances? It’s time to get smart about money. In this podcast, you will hear Mike and Maddie have honest conversations about financial concepts and situations you might be facing right now, rules and best practices for you to follow, and how to make sense of the financial media - what you really need to know. You will also hear local Yardley and Bucks County businesspeople talk about their businesses, their successes, and their challenges.<br><br><br></p>
Top 18.9% by pitch volume (Rank #9449 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
Daily or near-daily
Episodes
68
Founded
N/A
Category
Investing
Number of listeners
Private
Hidden on public pages

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Public snapshot
Audience: Under 4K / month
Canonical: https://podpitch.com/podcasts/not-just-numbers-honest-conversations-with-a-financial-advisor-and-lawyer
Cadence: Active weekly
Reply rate: 35%+

Latest Episodes

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Ep. 68 2025 in Review and What to Know Heading Into 2026

Thu Jan 29 2026

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Send us a text As we head into 2026, what lessons can we take from a year of major change? In this episode of Not Just Numbers, Mike and Madison break down the biggest developments of 2025 and what they mean for planning ahead. The discussion focuses on the One Big Beautiful Bill (OBBBA), including permanent tax law changes, higher standard deductions, new benefits for seniors, expanded SALT caps, and important incentives for business owners. Mike also explains the major increase in federal estate and gift tax exemptions and why this may be a unique window for advanced estate planning. The episode wraps up with a look at market performance, economic trends, and key factors to watch in 2026—highlighting why proactive, coordinated planning is more important than ever.

More

Send us a text As we head into 2026, what lessons can we take from a year of major change? In this episode of Not Just Numbers, Mike and Madison break down the biggest developments of 2025 and what they mean for planning ahead. The discussion focuses on the One Big Beautiful Bill (OBBBA), including permanent tax law changes, higher standard deductions, new benefits for seniors, expanded SALT caps, and important incentives for business owners. Mike also explains the major increase in federal estate and gift tax exemptions and why this may be a unique window for advanced estate planning. The episode wraps up with a look at market performance, economic trends, and key factors to watch in 2026—highlighting why proactive, coordinated planning is more important than ever.

Key Metrics

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Pitches sent
32
From PodPitch users
Rank
#9449
Top 18.9% by pitch volume (Rank #9449 of 50,000)
Average rating
5.0
Ratings count may be unavailable
Reviews
2
Written reviews (when available)
Publish cadence
Daily or near-daily
Active weekly
Episode count
68
Data updated
Feb 10, 2026
Social followers
2.6K

Public Snapshot

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Country
United States
Language
EN-US
Language (ISO)
Release cadence
Daily or near-daily
Latest episode date
Thu Jan 29 2026

Audience & Outreach (Public)

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Audience range
Under 4K / month
Public band
Reply rate band
35%+
Public band
Response time band
1–2 weeks
Public band
Replies received
1–5
Public band

Public ranges are rounded for privacy. Unlock the full report for exact values.

Presence & Signals

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Social followers
2.6K
Contact available
Yes
Masked on public pages
Sponsors detected
Yes
Guest format
No

Social links

No public profiles listed.

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Audience & Growth
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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Sponsor signals
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Sponsor mentionsLikely
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5 / 5
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Written reviews2

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Frequently Asked Questions About Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)

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What is Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) about?

<p>For most of us, financial planning and investing are intimidating and overwhelming subjects. There are so many elements to consider and so much information from a seemingly endless sea of voices. What if you could cut through the confusion to finally feel confident and in control of your finances? It’s time to get smart about money. In this podcast, you will hear Mike and Maddie have honest conversations about financial concepts and situations you might be facing right now, rules and best practices for you to follow, and how to make sense of the financial media - what you really need to know. You will also hear local Yardley and Bucks County businesspeople talk about their businesses, their successes, and their challenges.<br><br><br></p>

How often does Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) publish new episodes?

Daily or near-daily

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