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 should ask every financial advisor. Whether you already have an advisor or need to hire one, it’s important that you tune into this podcast. Also, please take a moment and share this podcast with someone you care about, helping them achieve their financial goals.
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 your investment portfolio making your financial life less complex.
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 options and discuss action steps you can take to minimize the impact of mutual fund gains on your taxes.
Protecting the People You Care About
Life insurance offers protection for one of your most important assets- your ability to earn money. If you were hit by a bus tomorrow, how would that affect the people who depend on you financially? On this podcast we discuss whether you need life insurance, how to calculate the coverage you need, the different types of life insurance, and strategies to help protect the people you care about.
What Should Investors Do During Periods of Uncertainty?
Learn what investors can do during periods of uncertainty, including staying focused on long-term goals, avoiding market timing, and maintaining an appropriate portfolio.
2021 Q4 Market Commentary
GreenUp Wealth Management reviews Q4 2021 market conditions, including corporate earnings, inflation, COVID-19, Fed policy, volatility, and GreenUp’s 2022 outlook.
What is Estate Planning and Why Is It Important?
Happy Holidays! As we gather with friends and family this time of year, many of us will reflect on who and what is important to us. This is a good time to think about estate planning and what persons and organizations we would want to leave our estate too. On this podcast we will discuss what estate planning is, why it is important, and what steps we at GreenUp recommend to ensure your wishes are carried out when you are no longer able to control your estate.
How The New Infrastructure Plan Will Influence The Economy, and Your Investments
On our last podcast we discussed the who, what, where, when, why, and how of infrastructure spending as Congress deliberated a large spending package. Now that Congress has passed a $1.2 trillion infrastructure bill, GreenUp Wealth Management’s Chief Investment Officer Daniel Greulich will discuss what is in the bill, what it means for the economy, and how it may impact your investments.
Why Chasing Returns Does Not Work and Why Asset Allocation Does
Avoid chasing returns with a disciplined asset allocation strategy designed around risk, goals, diversification, and long-term investment planning.
The Fix for the Broken Supply Chain
Understand the broken supply chain, what caused disruptions, how it affected inflation and markets, and what investors should keep in perspective.