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Making Margin

The Greenway Wealth Advisors team talk about avoiding common mistakes that people make with their money. For legal mumbo jumbo, visit: https://www.greenwaywealth.com/legal

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Pointless Predictions for the New Year 2026

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…

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Understanding Required Minimum Distributions

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…

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Open Enrollment Season: A Financial Advisor’s Guide to Making Smart Benefit Choices

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…

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Home Refinancing FAQs

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…

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How to Talk to Your Spouse/S.O. About Money

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…

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Talking To Your Kids About Money

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,…

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Talking To Your Parents About Money

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…

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Greenway Profiles - Nick

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.…

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Pointless Predictions for 2025

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!

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Greenway Profiles - Jen

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.…

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