The Greenway Blog
Insight into all things money, retirement and investing.
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Retirement: Ready Or Not, Here It Comes
Are you nearing “retirement age?” If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.
Exposing Common Financial Complaints
In this episode, we tackle the common complaints and fears about financial situations during retirement. These complaints often include concerns about advisors taking too much risk, dissatisfaction with account growth, high fees, worries about Social Security not being enough to retire on, and more. We’ll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future.
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we’ll explore five more common areas of financial strain: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Shari work to resolve conflicts in these areas as they arise.
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
Money can’t buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we’re digging into the financial face-offs that make Monopoly fights look like child’s play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the most common financial sources of tension between couples.
Bad Money Habits Could Spoil Your Retirement Party
Picture this: You’re at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because, with just a little bit of modification, you can rid some of the worst money habits from your life and set yourself up for retirement success.
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it’s important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-provoking episode as we dissect the reasons why someone should NOT invest in a 401(k).
Ep 51: Key Finance Decisions During Major Life Events (Part 2)
We’re back to wrap up our discussion on financial-decision making during key life events. In part two, we’re covering the last 4 pivotal life moments that you might face, including caring for loved ones, unexpected medical complications, retirement, and the loss of a loved one. Shari will provide practical tips and guidance to help you make informed decisions and maintain financial stability throughout these times.
Ep 50: Key Finance Decisions During Major Life Events (Part 1)
Are you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. Whether you’re experiencing the excitement of marriage or the joy of welcoming a new child or facing the challenges of divorce or the loss of a loved one, we’ll provide practical tips and guidance to help you make informed decisions and maintain financial stability.
Ep 49: Dismantling 5 Top Social Security Myths
Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you’re eligible is the best decision for your financial future? Unfortunately, there is a lot of misinformation out there regarding Social Security benefits.
Ep 48: Financial Literacy Month & Email Questions
How financially literate are you? In honor of Financial Literacy Month, we’re sharing facts you need to know when it comes to your money. If you’re listening to this podcast, odds are that you are already interested in this topic, but let’s take it to the next level.
What NOT to Say to Your Children About Money
7 Things Not to Say to Your CHildren About Money And what to say instead! Part 3 - How Parents Can Help their CHildren's Financial Literacy *Privacy Policy: We hate SPAM and promise to keep your email safe. 7 Things to Not Say to Your Children about Money...
Ep 47: Financial Spring Cleaning – Keep Your Finances Organized
Spring has officially sprung, so in the spirit of the season we are going share some financial spring-cleaning tips in today’s episode. Getting organized and eliminating clutter in your finances not only feels great but can oftentimes uncover hidden expenses that you have forgotten about and can help you reevaluate your financial goals.
Money and Financial Planning for Divorced Women
Money and Financial Planning for Divorced Women Taking Control of Your Finances *Privacy Policy: We hate SPAM and promise to keep your email safe. Divorced Women it is time for you to Take Control of Your Finances So, you are going through a divorce. Now what?...
Ep 46: Moving Your Retirement Goalposts – Is It Worth The Risk?
Do you ever feel like your retirement planning goals are always moving? You’re not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we’re diving deep into the psychology of retirement planning and the dangers of moving the goalposts.
Teach Your Children about Money: A Guide for Every Age
Teach Your Children About Money: A Guide for Every Age Teach Your Kids Good Money Habits - Part 2 *Privacy Policy: We hate SPAM and promise to keep your email safe. What to Teach Children About Money at Every Age When did you have your first introduction...
Ep 45: Four Ways The SECURE Act 2.0 Might Impact You
Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you. This won’t cover everything because there are more than 90 provisions in the SECURE Act 2.0, but this should give you some planning opportunities to discuss with your advisor the next time you meet.
3 Mistakes Parents Make When Teaching Their Kids About Money
Mistakes Parents Make When Teaching Their Kids About Money Teach Your Kids Good Money Habits - Part 1 *Privacy Policy: We hate SPAM and promise to keep your email safe. Teach Your Kids Good Money Habits Did your parents teach you good money habits? If you...
What is a Stay at Home Mom’s Salary?
What is a Stay at Home Mom's Salary? Financial Planning for Stay at Home Moms - Part 3 *Privacy Policy: We hate SPAM and promise to keep your email safe. What is a Stay at Home Mom's Salary? Many people wonder: If they were to pay a SAHM, what is a stay at home...
What Should Stay at Home Moms do with old 401k?
What Should Stay at Home Moms do with old 401k? Financial Planning for Stay at Home Moms - Part 2Financial Planning for Stay at Home Moms: Roth Conversions What should Stay at Home Moms do with old 401ks? Stay at Home Moms are in a unique spot, financially. They are...
The Pink Tax: Hidden Costs Women Pay
The Pink Tax: The Hidden Costs Women Pay *Privacy Policy: We hate SPAM and promise to keep your email safe. The Pink Tax: Hidden Costs Women Pay. The Pink Tax is not as cute as it sounds. It doesn't even have to be on pink items. Have you noticed products...