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!

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. Next up is Jen Hill. Jen joined Greenway in October 2023 and serves as an associate advisor with our firm.

• Tell me about your background. Where are you from? Where did you go to school?
• What was your first job?
• Consistent challenges among people who walk into our office
• Who is your role model for retirement?

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 are. Next up is Allie, who serves as our director of client experience.

• Tell me about your background. Where are you from? Where did you go to school?
• What was your first job?
• Consistent challenges among people who walk into our office
• Who is your role model for retirement?

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. Next up is Jeff, who serves as a senior advisor at our firm.

• Tell me about your background. Where are you from? Where did you go to school?
• What was your first job?
• 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?

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 where they are. First up is Natalie, who serves as our firm CFO and a senior advisor.

• 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?

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 insights that could benefit you. Keep in mind that these suggestions might not fit every situation, but we're optimistic that there's something useful here for everyone.

Questions

• Nick: Donating assets instead of cash
• Natalie: Tracking cost basis on your house
• Jeff: don’t sleep on your FSA options
• Jen: Staying organized