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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.
Make Lemonade: Offsetting Gains with Losses
Investment losses offer an opportunity to make lemonade. In this video, Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management explains how to offset capital gains with capital losses- a valuable strategy for investors to reduce their...
Six Financial Resolutions for the New Year
As 2023 approaches, we are reminded that a new year represents a new beginning, bringing new possibilities and opportunities. People worldwide take inspiration from this and make New Year’s resolutions to improve their lives in many areas, including physical...
Financial Strategies to Consider Before Year End
As 2022 comes to a close, here are some things to think about before year-end. The end of a calendar year is a good time to meet with your wealth advisor to review your overall financial plan, discuss any changes to your individual circumstances, and implement any...
How the 2023 Social Security Cost-of-Living Increase Could Impact Your Tax Burden
By now, you've undoubtedly heard the news that the Social Security Administration (SSA) will increase benefits by 8.7% in 2023, which exceeds last year's boost of 5.9%, and will be the largest increase since 1981. The annual increase to Social Security...
Market Minute: Airline Travel and Our Economy
How does airline travel inform us about the current state of our...
Leaving a Legacy – How to Pass Wealth to the Next Generation
As families get together this holiday season, many of you will be thinking about how to pass wealth to children and grandchildren. On this podcast we discuss the pros and cons of gifting now versus after you are gone, as well as important rules and tax laws you...
Market Minute: Inflation and the Consumer Price Index
What does the Consumer Price Index (CPI) tell us about what is currently happening with...
Happy Veteran’s Day! A Special Podcast with Sean Russell
In honor of Veterans Day, we interview Sean Russell, fitness trainer and owner of Russell’s Muscles, and a veteran with over 22 years of service in the United States Army. Sean tells us about his experience in the armed forces and as a veteran, and shares with us...
Market Minute: What the GDP Says About the Economy
What does the most recent Gross Domestic Product (GDP) measurement say about the...
Cybersecurity: 5 Steps to Stay Safe Online
October is Cybersecurity Awareness Month. We live in an increasingly connected world, yet with added convenience comes additional risk. When using your smartphone or computer, what precautions can you take to be safe when using the internet? On this podcast we will...
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