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In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison and Mike are joined by Certified Financial Planner Practitioner Maureen Donahue to unpack one of the most misunderstood, and potentially most valuable parts of employee compensation: equity. From stock options to RSUs, the team dives into what these benefits actually are, how to evaluate them, and what to consider when they're part of your compensation package. Whether you're a tech professional, executive, or just curious about how equity fits into your total compensation, this episode will help you make smarter, more informed financial decisions.

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In this episode of Not Just Numbers, Madison and Mike dive into one of the most common questions clients ask: How do I turn my retirement savings into reliable income? Mike explains the importance of timing Social Security benefits, strategies for minimizing lifetime taxes through smart withdrawal planning, and how to protect your portfolio against market downturns with proper asset allocation. Whether you’re approaching retirement or advising someone who is, this episode offers practical insights for creating a sustainable income plan.

Then, Madison and Mike sit down with Eric, the founder of The Garden Artisan, to explore how he turns outdoor spaces into personalized works of art. Eric shares how his passion for plants and design, combined with real-world experience, led him to start his own landscaping business. He talks about how outdoor design has shifted over the years, why listening to clients is key, and how he balances creativity with practical challenges like budgets and site limitations. It’s a conversation about craftsmanship, communication, and creating spaces people love to live in.

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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 come with a full cost-of-living analysis. Don’t pack your bags without tuning in first.

Link to WSJ article: https://www.wsj.com/personal-finance/taxes/retirement-low-tax-rate-states-move-cabdb31b