Making Margin

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 Making Margin: Nick Jeff Natalie Today’s topic is all about open enrollment and how to know which plan is best for you. For many, health insurance is the largest single expense. According to the Kaiser Family Foundation, the $20,576 average famil...

Advice Revisit your budget  Consider alternative housing options  Prioritize emergency savings  Pay Off Debt  Consider your health insurance options Look at your mortgage  Review your cell phone bill  Network, network, network  Avoid draining retirement accounts   Find some additional income source   Apply for unemployment benefits   Establish a HELOC  Take Away: There are simple, and more complex...

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 Making Margin: Nick Allie    Jeff Drew Natalie Today’s topic: Every day, we get to talk to people who regret financial choices and prior viewpoints, and the impact that it has had on their lives. Today, we’re going to try to talk some sense into...

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 Making Margin: Nick Allie    Jeff Drew Today’s topic is all about our predictions for the world to come.   Discussion topics: What do we think will happen with large gatherings? Concerts, football games, etc? What about movie theatres? WIll they...

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 Making Margin: Nick Allie    Jeff Drew Today’s topic is all about investing through a global pandemic. On February 13, 2020, we released a podcast episode entitled “Investing is Boring” where we discussed the evidence behind our investment approa...

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 Making Margin: Nick Allie Jeff Special Guest: Allen Starrett Today’s topic is all about saving for college.  College is expensive, and saving for it can be a big challenge, especially as it competes with other priorities According to US News ,  t...

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 Making Margin: Nick Special Guest: Allen Starrett Today’s topic is all about estate planning and why it is so important. Discussion topics: How Allen decided to get into estate law What are the important components of a complete estate plan? Why...

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 Making Margin: Nick Allie    Jeff Drew Today’s topic is all about the cost of having and raising kids: The estimated cost of raising a child from birth through age 17 is $233,610 -- or as much as almost $14,000 annually, the Department of Agricul...

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 Making Margin: Nick Allie    Jeff Drew Today’s topic is all about buying a home vs. renting a home. Last week the updated S&P CoreLogic Case-Shiller home price index came out showing the change in home values for 20 major urban areas. Charlotte i...

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 Making Margin: Nick Allie    Jeff Drew Today’s topic is why investing should be boring. We take a broad look at what we believe investing should look like and why. Discussion Topics: How we design a portfolio for our clients How we use decades of...

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 Making Margin: Nick Allie    Jeff Drew Special Guest: Blake Edwards Today’s topic is all about premarital financial planning. Our special guest, Blake Edwards, is recently engaged and came to the table with questions that span from combining bank...

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 Making Margin: Nick Allie    Jeff Drew Special Guest: Blake Edwards Today’s topic is all about premarital financial planning. Our special guest, Blake Edwards, is recently engaged and came to the table with questions that span from combining bank...

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 Making Margin: Nick Allie    Jeff Drew Today’s topic is all about cash: What’s the right amount to hold? Where should it be held? What should I do if I have too much? What should I do if I don’t have enough? What’s the difference between saving a...

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 Making Margin: Nick Allie    Jeff Today’s topic is retirement: When did the idea of retirement start? What should retirement look like? How do we plan for it? The concept of retirement hasn’t existed for very long, really only since the late 19th...

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 Making Margin: Nick Allie    Jeff Today’s topic is health insurance and HSAs: What are some ideas to combat the ever rising cost? Last year, employers spent an average of $15,159 in premiums to cover a family of four, according to an analysis fro...

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 Making Margin: Nick Allie    Jeff Today’s topic is credit cards. Should you use them? How should they be used? Do they lead to excessive spending and impulse buys? As of February, Americans have over $4 trillion in consumer debt The average Ameri...

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 Making Margin: Nick Allie    Jeff Today’s topic is spending on experience vs. things: What’s generally a better use of our money? A study conducted by the Harris Group that found out that 72 percent of millennials prefer to spend more money on ex...