Podcast
Making Margin
Hosted by Greenway Wealth Advisors · EN
The Greenway Wealth Advisors team talk about avoiding common mistakes that people make with their money.
For legal mumbo jumbo, visit: https://www.greenwaywealth.com/legal
11episodes
Episodes
Newest firstAll episodes
Pointless Predictions for the New Year 2026
Feb 2600:21:31Tap to summarizeMaking Margin Podcast Episode 67 - Pointless Predictions for the New Year 2026 Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. Meet the voices behind this episode of Making Margin: Nick Jeff Natalie Allie Jen About this time every year, we make some pointless predictions to see who from the Greenway team can most accurately guess the year-end level of the Dow Jones Industrial Average (a mostly pointless, but widely used market barometer). We’re back reviewing our guesses from last year, and making new ones for the year ahead. Don’t miss it!
Transcribe →Understanding Required Minimum Distributions
Dec 400:18:59Tap to summarizeMaking Margin PodcastEpisode 66 - Understanding Required Minimum Distributions Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. Meet the voices behind this episode of Making Margin:NickJenWe're continuing our series called "Ask an Advisor," featuring blog content and podcast discussions from our advisors.In this episode, Jen and Nick delve into the topic of Required Minimum Distributions (RMDs). We'll give you an overview of this important financial milestone and discuss strategies to plan for and manage it when the time arrives.BackgroundDistribution optionsFrequently used approaches
Transcribe →Open Enrollment Season: A Financial Advisor’s Guide to Making Smart Benefit Choices
Nov 1200:09:40Tap to summarizeMaking Margin PodcastEpisode 65 - Open Enrollment Season: A Financial Advisor’s Guide to Making Smart Benefit Choices Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. Meet the voices behind this episode of Making Margin:NickJeffWe're continuing our series called "Ask an Advisor," featuring blog content and podcast discussions from our advisors.Today's episode is a discussion with Jeff all about open enrollment season. We provide a guide to making smart benefit choices.Revisit Your Health Insurance PlanDon’t Overlook Disability and Life InsuranceTake Advantage of Flexible Spending Accounts (FSAs)Review Your Retirement ContributionsUpdate Your Beneficiaries and Emergency ContactsNeed an Estate Plan? Get one here…
Transcribe →Home Refinancing FAQs
Oct 600:19:41Tap to summarizeMaking Margin PodcastEpisode 64 - Home Refinancing FAQsWelcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. Meet the voices behind this episode of Making Margin:NickNatalieThis month we're launching a new series called "Ask an Advisor," featuring blog content and podcast discussions from our advisors.Today's episode is a discussion with Natalie answering some frequently asked questions about home refinancing. Who might refinancing might be beneficial for?Mortgage rates are largely influenced by the 10-year Treasury yield, and anticipated rate cuts are typically already factored into current rates.Key considerations for refinancingObtain multiple mortgage quotes and compare them without "points"The decision between a 30-year fixed mortgage and an adjustable-rate mortgage (ARM) should be based on individual circumstancesNon-recurring refinancing fees
Transcribe →How to Talk to Your Spouse/S.O. About Money
Sep 2600:23:19Tap to summarizeMaking Margin PodcastEpisode 63 - Talking to your spouse/S.O. about moneyWelcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. Meet the voices behind this episode of Making Margin:NickJeffAllieNatalieJenWelcome to part 3 of our series, How to talk to your _______ about money. Next up: Spouse/S.O. The number one cause of arguments for married couples? Money. This can be a sensitive topic, but having the conversation before it’s too late can save a lot of money and avoid a lot of heartaches and headaches.Topics:Pre-Marital Money QuestionsOngoing Money Conversations for Married CouplesTips for Success
Transcribe →Talking To Your Kids About Money
Aug 2100:30:40Tap to summarizeMaking Margin PodcastEpisode 62 - Talking to your kids about moneyWelcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. Meet the voices behind this episode of Making Margin:NickJeffAllieNatalieJenWelcome to part 2 of our series, How to talk to your _______ about money. Next up: Kids. This can be a sensitive topic, but having the conversation before it’s too late can save a lot of money and avoid a lot of heartaches and headaches.When’s the best time to start? What’s a good way to open the conversation?Who should be involved?What should you say?What topics should you cover?How does complexity change over time?Resources:https://stockmarketgame.org/
Transcribe →Talking To Your Parents About Money
Jun 2600:28:33Tap to summarizeMaking Margin PodcastEpisode 61 - Talking To Your Parents About MoneyWelcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. Meet the voices behind this episode of Making Margin:NickJeffNatalieJenAllieWelcome to part 1 of our series - How To Talk To Your _____________ About Money. Money can be a sensitive topic, but having the conversations before it’s too late can save a lot of money and avoid a lot of heartaches and headaches. We're going to talk through some tips and tricks for approaching this conversation with those important people in your life.First up: Parents.When’s the best time to start? What’s a good way to open the conversation?Who should be involved?What should you say?What topics should you cover?
Transcribe →Greenway Profiles - Nick
Apr 30, 202500:34:10Tap to summarizeMaking Margin PodcastEpisode 60 - Greenway Profiles - NickWelcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them.Meet the voices behind this episode of Making Margin:Nick This month we’re ending our series, Greenway Profiles, where we’ve introduced you to our team and found out more about how they got to where they are. Last up is Nick, our founder. Tell me about your background. Where are you from? Where did you go to school?What was your first job?Talk about your transition from working with institutional dollars to working with individuals and families. Why did you decide to do that?What are some consistent challenges you find that people have with their finances when you first meet with them?Who is your role model for retirement?
Transcribe →Pointless Predictions for 2025
Mar 31, 202500:20:37Tap to summarizeAbout this time last year, we made some pointless predictions to see who from the Greenway team could most accurately guess the year-end level of the Dow Jones Industrial Average (a mostly pointless, but widely used market barometer).This year, we’re back reviewing our guesses from last year, and making new ones for the year ahead. Don’t miss it!
Transcribe →Greenway Profiles - Jen
Feb 10, 202500:27:12Tap to summarizeMaking Margin PodcastEpisode 58 - Greenway Profiles - JenWelcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. Meet the voices behind this episode of Making Margin:NickJenWelcome to part 4 of our series, Greenway Profiles, where we’ll introduce you to our team and find out more about how they got to where they are. Next up is Jen Hill. Jen joined Greenway in October 2023 and serves as an associate advisor with our firm. Tell me about your background. Where are you from? Where did you go to school? What was your first job?Consistent challenges among people who walk into our officeWho is your role model for retirement?
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