Making Margin

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.

In this episode, we continue our conversation on using your finances to live your values, focusing on spending with intent. The discussion is inspired by Morgan Housel's blog post titled ‘A Few Thoughts on Spending Money,’ sharing our own ideas and tweaks to his advice. Join us as we chat about getting intentional with our spending!

In this episode we talk about applying your values to your finances. We think it’s important to create a structure that allows you to live out what’s most important to you, and to view money in a way that provides you the opportunity to do that. Every spending (or giving, or saving) decision can then be viewed through this lens.

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!

So this is the New Year! In Episode 50(!) of the Making Margin podcast, we offer our ideas for New Year's Financial Resolutions; easy things that anyone can do to put themselves in a better position financially.

Since its inception, the 529 has been a popular education savings vehicle. Over the years, it has received a few enhancements, but none better than the most recent one thanks to the Secure Act 2.0. We talk about the 529, the changes, and how it might fit into a financial plan.

“A subtle problem with money is that assets are easy to measure but liabilities can be hidden.”-Morgan Housel

Today we’re talking about the psychology of spending, and why setting arbitrary limits that are well below what you can currently “afford” can make it easier to build wealth.

We often talk to our clients about the importance of avoiding mistakes with their money. So much about personal finance isn’t about trying to hit home runs; it’s consistently hitting singles and avoiding mistakes. But what are the most common mistakes we see people make with their money?

In this episode we discuss some recent life lessons learned; some learned the hard way and some the easy way. Specifically, we’re talking about Silicon Valley Bank; what went wrong and what we can learn from it when considering our own money.

We’re also sharing a story about e-mail security and offering some thoughts about how to protect yourself.

It’s forecast time! With every new year comes a new opportunity for financial pundits to make pointless forecasts that will most assuredly be wrong, so we figured we’d join in on the fun. But we’re not just talking about 2023; we’re talking about the long-term too.