Making Margin

The recent implosion of cryptocurrency exchange FTX has thrown the entire crypto market into (even more) turmoil. What does it mean for the future of crypto as an asset class? In this episode, we revisit a conversation we had in the fall of 2021 to find out if anything has changed for us and our clients.

Making Margin Podcast Episode 41 - Student Loan Forgiveness 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 Drew On Aug. 24 Biden announced that his administration will waive student loan debt for qualifying Americans — $10,000 for individuals earning less than $125,00...

Making Margin Podcast Episode 40 - Skimp or Splurge 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 Allie Natalie  Drew Today we’re talking about skimping and splurging.  Lifestyle choices have an enormous impact on people’s financial futures. It’s important to align y...

Making Margin Podcast Episode 39 - Has the Housing Bubble Burst?   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 Today we’re talking about the housing market. Mortgage rates for 30-year fixed loans hit roughly 6% in June, up from a...

Making Margin Podcast Episode 38 - How Low Can You Go 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 Drew Today’s topic is all about the current market. The US Stock market (S&P 500) suffered the worst first half since 1970 - down nearly 20% s...

Making Margin Podcast Episode 36 - To Roth or Not to Roth   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 Drew Today we’re talking about Roth IRA and 401(k); something we discuss with almost every client. What are the advantages and disadvantages? Who...

Making Margin Podcast Episode 35 - Marriage & 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 Natalie  Jeff Drew Allie Today’s topic is all about money & marriage. What are the key ingredients for couples to be successful financially? Discussion Topics...

In this episode we discuss cash. How much should you have? Where should you hold it? How much is too much?

Making Margin Podcast Episode 34 - The Benefits of Generosity 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 Allie Natalie  Drew Today we’re talking about generosity. Part of our mission as a firm is to become more generous and to develop a culture of generosity with...

Making Margin Podcast Episode 32 - Life Insurance Smarts   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 Drew Today’s topic is all about life insurance. Do you need it? What should you get? Discussion Topics: Jeff explains cash value life insurance Wh...

Making Margin Podcast Episode 33 - Should I buy a rental property? 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 Allie Natalie  Drew Today we’re talking about rental properties. Should you buy one? More than 10 million Americans earn income from rental properties acc...

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 Drew Today’s topic is all about why people, including us, buy what we buy and what influences our purchasing decisions. A common refrain for us (and our clients) is spending money without really k...

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  Drew Today’s topic is all about the changing car market, and how our recommendations have changed with it. How do we perceive our clients handling car buying decisions? How do we handle car shoppi...

Making Margin Podcast Episode 29 - Cryptomania Meet the voices behind this episode of Making Margin: Nick Natalie Jeff Drew Crypto is all the rage. Clients, friends, everyone asks about it. So what do we think? "Everything you don’t understand about money combined with everything you don’t understand about computers.”—HBO’s Last Week Tonight with John Oliver, March 11, 2018 In this episode we help...

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 Allie Today we’re talking about a scam that one of our own fell prey to: interstate movers. We like helping people avoid scams, but one of our own got scammed recently. We’re sharing tips on how you can avoid being a vict...

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    Jeff Drew Today’s topic is all about housing, specifically the recent housing price boom. Discussion Topics: Home prices are up 15.8% on average year-over-year across the country according to a recent...

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 Today’s topic is all about sustainable investing.  Socially responsible investing, social investment, sustainable socially conscious, "green" or ethical investing, is any investment strategy which seeks to...

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 Drew Allie Today we’re talking about changing your mind, which seems abstract, but actually has a lot of applications to finance. As we start to get to know our clients, we like to find out about their background; then we...

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 Natalie Drew Today’s episode:  Second part of our Kids and Money series talking about expenses for kids. What should they be responsible for? And when? How much of their allowance should we allow them to spend?  ...

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    Jeff Natalie Drew Today’s topic is all about kids and allowances. When to give? How much? For what? Discussion Topics: We talk about our experience with allowance as kids. Should you give allowance for...

Episode 21 - Who Needs a Financial Advisor? 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 Drew Today’s topic is all about who actually needs financial advice.  Because of resolutions, a lot of people start looking at what a good financial advisor does at the...

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 Allie Today’s topic is all about Christmas traditions and how to create a generous family culture.  Christmas Traditions: Past, present, future. What was gift giving/receiving like growing up? What traditions do y...

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 Drew Natalie Today’s episode:  How can we be confident in 6% (or higher!) growth rate? Why do we think it’s important to have equities (and/or bonds) in a portfolio? We have to set some expectations regarding investment planni...

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 Jeff Today’s topic is all about alternative investments. For some time now, university endowments have included alternative investments in their portfolios attempting to both diversify their risk, and inc...