Where to Start with Retirement Planning?
Start retirement planning with the basics, including your income needs, savings strategy, investment accounts, Social Security, taxes, and long-term goals.
What Should You Do with an Old 401(k)
Learn what to do with an old 401(k), including keeping it in place, moving it to a new plan, rolling it into an IRA, and key factors to consider.
What is Diversification and How Does it Help?
Learn how diversification can help manage investment risk by spreading assets across companies, sectors, and asset classes within a portfolio.
What is a Stock
Learn what stocks are, how shareholders participate in company growth, the difference between common and preferred stock, and how stocks fit into a portfolio.
What is a Bond and How Does It Work
Learn how bonds work, including interest payments, maturity dates, credit quality, price changes, and the role bonds can play in a portfolio.
The Importance of Rebalancing
GreenUp Wealth Management explains the importance of portfolio rebalancing, including asset allocation, risk management, disciplined investing, and long-term strategy.
Demystifying Employer Stock Benefits
GreenUp Wealth Management explains employer stock benefits, including stock options, RSUs, tax planning, concentration risk, and strategies for managing equity compensation.
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.