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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.
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.
Bonds 101: Principal, Maturity, and Interest You have probably heard of a bond and understand that it is a "safe investment" that should be held in most portfolios. Although people understand this premise, few actually know the mechanics of bonds and how they work....
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...
Do you remember when employees envisioned their dream retirement being funded by their trusty pension plan? Prior to the late 1970s, employer benefits were slim and pension plans predominated the landscape of benefits packages. Since 1978, however, benefits began...
Navigating the Markets I make the 250-mile drive from my home in Ann Arbor to Cincinnati several times a year to visit family. Although I have no need for maps or directions, I still use the Google Maps, Apple Maps, or the Waze app on my smartphone to inform me of...
Spring is here and those of us with a green thumb are deciding what to plant in the garden this year. Planning what you want your garden to look like in the future will determine which seeds you plant in the ground today. Similarly, planning what you want your...
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...
Why You Need to Save and Invest for Retirement I am sure you have read articles recommending that you need to save X amount of dollars to retire. While the number provided may be a helpful baseline, much of that advice does not address the reason you need to start...
It is tax time once again! Wouldn’t it be nice to get excited about taxes like many do for the Super Bowl? Could you imagine all the different tax jerseys fans might wear… 1099, W-2, 1030, K-1, etc.? The reality is that few of us get excited about tax...
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