Financial Planning Metaphors and Interesting Life Lessons from an "Unlikely Ironman" + 3 Pillar Retirement Planning

Michael Garry earned a B.S. in Finance and an MBA in Finance from Saint Joseph’s University, and a law degree (JD) from the Widener University School of Law, where he concentrated in tax, securities, and estate planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®). He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Through his personal finances focused blog, Mr. Garry covers important topics such as:

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• Why he uses Dimensional Fund Advisor research and investments
• When is small-cap value coming back
• Who is buying negative yielding bongs
• Should pre-retirees take a look at retirement income
• The three pillars of a successful retirement plan

In his 2014 published book, Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner, Mr. Garry walks the reader step-by-step through the process of finding and choosing the right financial advisor (2nd edition coming soon).

In 2018, he became "an unlikely Ironman." You can hear a podcast interview with Mr. Garry sharing his story and lessons learned via the NAPFA Mindset Mastery podcast series (due out July and 6, 2020).

Contact LeesyPalmer@ImpactCommunications.org if you'd like to interview or have Michael Garry, CFP, AIF, MBA, JD, on your podcast, webinar, radio or television show. ​