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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 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.

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