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 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.

• Background
• Distribution options
• Frequently used approaches

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 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.

1. Revisit Your Health Insurance Plan
2. Don’t Overlook Disability and Life Insurance
3. Take Advantage of Flexible Spending Accounts (FSAs)
4. Review Your Retirement Contributions
5. Update Your Beneficiaries and Emergency Contacts
6. Need an Estate Plan? Get one here…

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 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 refinancing
• Obtain 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 circumstances
• Non-recurring refinancing fees

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 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 Questions
• Ongoing Money Conversations for Married Couples
• Tips for Success

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 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/

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, 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?

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. 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?

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!