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!