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.
Planting the Seeds for Your Retirement: Should you Choose a Traditional or Roth Account?
Compare Traditional and Roth retirement accounts, including tax treatment, contribution decisions, withdrawal rules, and how each can fit into your retirement plan.
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.
The 3 Reasons to Kick Start Your Retirement Savings
Kick-start your retirement savings by understanding the value of time, compound growth, consistent contributions, and building habits for long-term financial security.
Your 2022 Tax Preparation Checklist
Prepare for tax season with a 2022 tax checklist covering key documents, deductions, credits, retirement contributions, and filing considerations.
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 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.
What is Sustainable/ESG Investing, and Is It Right for You?
Learn what sustainable and ESG investing means, including environmental, social, and governance factors, performance considerations, and values-based portfolio options.
Will Your Taxes Go Up?
Plan for potential tax increases by understanding federal spending, proposed tax changes, national debt concerns, and the role of proactive tax planning.