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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
New RMD Rules From Secure Act 2.0
The SECURE Act created the most significant changes to retirement plans since 2006. This included raising the required minimum distribution age for retirement accounts. How does the SECURE Act affect your retirement income and tax planning? Hi, I'm Kyle Barclay,...
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...
2022 Q3 Market Commentary: Getting the Volume Just Right
Do you know people with eclectic musical tastes? I do, and they are ages six and three. My daughters may belt out the soundtrack to Encanto, but they request the Red Hot Chili Peppers or Garth Brooks just as often. It is hard to get the volume just right as my...
Market Minute: Manufacturing Data and the Economy
What do the current manufacturing numbers tell us about the state of the...
Don’t “Fall” Behind on Your Financial Planning
With summer officially over and fall underway, here are some tips to make sure you don’t “fall” behind on your financial planning as the end of the year approaches. Just as seasons change, financial goals can change, especially as individuals move through the...
Maximizing Your Income
Are you interested in maximizing your income? Learn about your options and important considerations when trying to maximize your income, no matter what stage in life you are in. From sources of income to taxes, we discuss what you need to...
12 Questions to Ask Every Financial Advisor
What should you know about a financial advisor who you are trusting to help you with some of your life’s most important decisions? On this podcast our special guest is Tony Schmitt, President and CEO of GreenUp Wealth Management, who discusses 12 questions you...
2022 Q2 Quarterly Market Commentary
During the 1960’s Italian film director Sergio Leone became famous for creating the “Spaghetti Western,” a genre of movies set in the American Wild West yet produced by filmmakers in Italy and Spain. Leone’s most popular films were a trilogy starring Clint...
Where to Start with Retirement Planning?
Have you ever had a conversation with a friend or family member that starts off sounding something like this? “When I retire, I’m going to….” Odds are, you have either had this discussion or spent time at work dreaming of all the things you will do once you retire....
What Should You Do with an Old 401(k)
Have you ever been around children? If you have, you know that as children leave a room, they typically do not clean up after themselves and leave a mess of toys behind. Like most children, when people leave their place of employment, they typically leave their...
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