Making Margin Greenway Wealth Advisors
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- Business
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The Greenway Wealth Advisors team talk about avoiding common mistakes that people make with their money.
For legal mumbo jumbo, visit: https://greenwaywealth.com/home/social-media-policy
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Spending with Intent
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!
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Defining Your Destination
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.
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Pointless Predictions for the New Year
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! -
New Year's Financial Resolutions
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.
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Back and better than ever: The 529
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.
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The Psychology of Spending
“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.