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.
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.
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.
The Five Ws of Infrastructure Spending and How to Invest For It
There is a lot of news coverage lately about infrastructure spending. On this podcast Daniel Greulich, Chief Investment Officer of GreenUp Wealth Management discusses the who, what, where, when, and why of infrastructure spending, and how to invest for it.
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.
Should You Invest in Cryptocurrency?
On this podcast we answer the question: Should You Invest in Cryptocurrency? We discuss what cryptocurrency is, how it works, and the pros and cons of this relatively new asset class.
Should You Worry About Inflation?
Understand inflation, what causes rising prices, how it can affect your portfolio and retirement plan, and why moderate inflation may not be cause for alarm.