Making Margin Podcast
Episode 66 -

Understanding Required Minimum Distributions

Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them.

Meet the voices behind this episode of Making Margin:

• Nick
• Jen

We're continuing our series called "Ask an Advisor," featuring blog content and podcast discussions from our advisors.

In this episode, Jen and Nick delve into the topic of Required Minimum Distributions (RMDs). We'll give you an overview of this important financial milestone and discuss strategies to plan for and manage it when the time arrives.

• Background
• Distribution options
• Frequently used approaches

Making Margin Podcast
Episode 65 -

Open Enrollment Season: A Financial Advisor’s Guide to Making Smart Benefit Choices

Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them.

Meet the voices behind this episode of Making Margin:

• Nick
• Jeff

We're continuing our series called "Ask an Advisor," featuring blog content and podcast discussions from our advisors.

Today's episode is a discussion with Jeff all about open enrollment season. We provide a guide to making smart benefit choices.

1. Revisit Your Health Insurance Plan
2. Don’t Overlook Disability and Life Insurance
3. Take Advantage of Flexible Spending Accounts (FSAs)
4. Review Your Retirement Contributions
5. Update Your Beneficiaries and Emergency Contacts
6. Need an Estate Plan? Get one here…

Making Margin Podcast
Episode 64 -

Home Refinancing FAQs

Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them.

Meet the voices behind this episode of Making Margin:

• Nick
• Natalie

This month we're launching a new series called "Ask an Advisor," featuring blog content and podcast discussions from our advisors.

Today's episode is a discussion with Natalie answering some frequently asked questions about home refinancing.

• Who might refinancing might be beneficial for?
• Mortgage rates are largely influenced by the 10-year Treasury yield, and anticipated rate cuts are typically already factored into current rates.
• Key considerations for refinancing
• Obtain multiple mortgage quotes and compare them without "points"
• The decision between a 30-year fixed mortgage and an adjustable-rate mortgage (ARM) should be based on individual circumstances
• Non-recurring refinancing fees