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Find information and education on investing to understand how it works in conjunction with financial planning.

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Learn the components of financial planning and why each one can be part of building personal wealth.

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Explore the options for protecting and preserving personal wealth for future generations.


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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

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,...

What is a Stock?

What is a Stock?

We have all visited the golden arches of McDonald’s at some point in our lives. While waiting for your fries and Coke, have you ever thought, "I wish I owned McDonald's?” The good news is you can own a piece of McDonald’s Corporation since it is a publicly traded...

The Importance of Rebalancing

The Importance of Rebalancing

Each spring as the weather turns nice, flowers bloom and yards begin to turn green. This culmination is wonderful to look at and it is enjoyable admiring the end result. However, like most things in life, behind a fantastic result is a great deal of planning and...

Buckets of Money!

Buckets of Money!

What is the most effective way to invest money for your personal and unique goals while factoring in your comfort with risk?  On this podcast, we discuss how the Money Bucket concept provides a simple and excellent framework to determining how to structure...

Minimizing Unexpected Taxes

Minimizing Unexpected Taxes

Mutual funds often spin off a significant amount of dividends and capital gains at the end of the year, causing unexpected tax problems. What can you do to mitigate the impact of these distributions on your finances? On this podcast we will walk you through your...

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