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The GreenUp Possibilities Podcast
Our financial podcast was built to empower listeners with information about what is possible, improbable, and nearly impossible with money, brought to you by GreenUp Wealth Management.
All Resources
Why You Should Avoid Probate
While probate is an important part of the legal system, there are several reasons why it can be undesirable or problematic. Watch this video to learn why probate can be bad for beneficiaries and an estate.
Navigating Life’s Transitions with Julie Maloney
Life is a journey filled with changes and transitions that can be opportunities for growth and personal development. On this podcast, we talk about transitions with Executive Coach Julie Maloney who explains the three-step pattern that all transitions follow, and...
Market Minute: The Federal Reserve’s Balance Sheet
Transcript: Hello, I’m Daniel Greulich, Chief Investment Officer at GreenUp Wealth Management. Today, we’ll take a look at the Federal Reserve's balance sheet and how it impacts inflation. The Federal Reserve's balance sheet is a record of its assets and...
Q1 2023 – Quarterly Market Update Webinar
When looking at the current state of the economy, it seems like for every two steps forward, we take one step back. Despite challenges, there are signs that we may experience an economic “soft landing.” Watch GreenUp’s 2023 Q1 Quarterly Market Update Webinar with...
Q1 2023 Market Commentary “Fixing the Cracks”
Cosmetic or Structural? Like many of you, I have lived in multiple houses. One of these houses was old. So old in fact, that on the county property assessor’s website, the property was listed as "Built in: Old" (as public records in the area only went back to...
Should You Delay Social Security Benefits?
Transcript: Hi, I’m Tony Marquez, Senior Vice President and Wealth Advisor with GreenUp Wealth Management. You may have heard that it’s best to delay taking Social Security benefits if you can afford to. In this video I’m going to cover the differences between...
Market Minute:
The Yield Curve
Transcript: Hello. I’m Daniel Greulich, Chief Investment Officer at GreenUp Wealth Management. As the Federal Reserve debates whether to raise short term interest rates, I would like to take some time to talk about all treasury yields or the yield curve. In simple...
Should You Take Social Security Early?
Transcript: Hi, I’m Tony Marquez, Senior Vice President and Wealth Advisor with GreenUp Wealth Management. Have you ever thought about taking Social Security early instead of waiting until full retirement age? In this video I’m going to discuss what you should...
What’s So Special About Tax Planning?
Transcript Hi, I’m Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management. It’s that time of the year when just about everyone in America is busy doing what just about everybody in America hates to do: preparing and filing tax returns....
Market Minute: The University of Michigan Consumer Sentiment Survey
Transcript Hello. I’m Daniel Greulich, Chief Investment Officer of GreenUp Wealth Management. Today, we’ll be examining how individuals feel about the U.S. Economy, specifically consumer sentiment. Consumer sentiment is a vital aspect of the economy, as it...
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