Making Margin

Making 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 a...

Making Margin Podcast Episode 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: Nick Jen We're continuing our series called "Ask an Advisor," featuring blog content and podcast discussions from our advisors. In t...

Making Margin Podcast Episode 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: Nick Jeff We're continuing our series called "Ask an Advisor," featuring blog content and pod...

Making Margin Podcast Episode 64 -  Home Refinancing FAQs 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 Natalie This month we're launching a new series called "Ask an Advisor," featuring blog content and podcast discussions from our advisors. Today's episo...

Making Margin Podcast Episode 63 -  Talking to your spouse/S.O. about money 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 Allie Natalie Jen Welcome to part 3 of our series, How to talk to your _______ about money. Next up: Spouse/S.O.  The number one...

Making Margin Podcast Episode 62 -  Talking to your kids about money 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 Allie Natalie Jen Welcome to part 2 of our series, How to talk to your _______ about money. Next up: Kids.  This can be a sensitive topi...

Making Margin Podcast Episode 61 - Talking To Your Parents About Money 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 Jen Allie Welcome to part 1 of our series - How To Talk To Your _____________ About Money.  Money can be a sensitive topic, bu...

Making Margin Podcast Episode 60 - Greenway Profiles - Nick 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   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...

About 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! 

Making Margin Podcast Episode 58 - Greenway Profiles - Jen 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 Jen Welcome 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. N...

Making Margin Podcast Episode 57 - Greenway Profiles - Allie 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 Allie Welcome to part 3 of our series, Greenway Profiles, where we’ll introduce you to our team and find out more about how they got to where they ar...

Making Margin Podcast Episode 56 - Greenway Profiles - Jeff 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 Welcome to part 2 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....

Making Margin Podcast Episode 55 - Greenway Profiles - Natalie 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 Natalie This month we’re starting a new series, Greenway Profiles, where we’ll introduce you to our team and find out more about how they got to wh...

Making Margin Podcast Episode 54 - Tax Tips from Tax Amateurs 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 Natalie  Jeff Jen In this episode, we're sharing some of our favorite tax tips! While we're not tax professionals, we've gathered some valuable insi...

Making Margin Podcast Episode 53 - Spending with Intent 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 In this episode, we continue our conversation on using your finances to live your values, focusing on spending with intent. The di...

Making Margin Podcast Episode 52 - Defining Your Destination   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 Jen Natalie  In this episode we talk about applying your values to your finances. We think it’s important to create a structure that allows yo...

What happens when you fail at market timing?: https://www.dimensional.com/us-en/insights/what-happens-when-you-fail-at-market-timing   The Periodic Table of Investment Returns: https://www.callan.com/research/2022-classic-periodic-table/   Dave guessing his Mom's Thanksgiving Pies: https://www.youtube.com/watch?v=1xa_ICrQHCM

So this is the New Year! In Episode 50(!) of the Making Margin podcast, we offer our ideas for New Year's Financial Resolutions; easy things that anyone can do to put themselves in a better position financially.

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 Natalie  Jeff Allie Since its inception, the 529 has been a popular education savings vehicle. Over the years, it has received a few enhancements, but none better than the most recent one thanks to the Secure A...

Making Margin Podcast Episode 48 - The Psychology of Spending 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 “A subtle problem with money is that assets are easy to measure but liabilities can be hidden.”-Morgan Housel Today we’re talkin...

Making Margin Podcast Episode 47 - These Are The Biggest Money Mistakes That We See People Make   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 Allie Natalie  Drew We often talk to our clients about the importance of avoiding mistakes with their money...

Questions What happened to SVB? Explain it to me like I’m 5.   What’s the risk of broader contagion?   How do these events impact your 2023 market forecast?   What should we be doing differently with our money?   Resources: https://www.investopedia.com/what-happened-to-silicon-valley-bank-7368676 https://www.investopedia.com/terms/t/twofactor-authentication-2fa.asp

With so many negative headlines, is there a reason to be optimistic about the markets (and life in general) this year? What about in future years? Questions The Dow is currently at ~34,000. Will it end the year higher or lower than 34,000?   Michael Burry: why is pessimism so popular?   Personally (and for the market) are you optimistic or pessimistic over the near-term? What about in the intermed...

Resources: https://www.kiplinger.com/retirement/bipartisan-retirement-savings-package-in-massive-budget-bill https://www.schwab.com/learn/story/secure-20-how-does-it-affect-retirement-plans

We’re back with some year-end financial planning ideas to make sure you start 2023 with a bang.