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Recent episodes
Pointless Predictions for the New Year 2026
Feb 26, 2026
21m 31s
Understanding Required Minimum Distributions
Dec 4, 2025
18m 59s
Open Enrollment Season: A Financial Advisor’s Guide to Making Smart Benefit Choices
Nov 12, 2025
9m 40s
Home Refinancing FAQs
Oct 6, 2025
19m 41s
How to Talk to Your Spouse/S.O. About Money
Sep 26, 2025
23m 19s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 2/26/26 | Pointless Predictions for the New Year 2026✨ | predictionsDow Jones Industrial Average+1 | — | — | — | New Year2026+1 | — | 21m 31s | |
| 12/4/25 | Understanding Required Minimum Distributions✨ | Required Minimum Distributionsfinancial planning+1 | — | Ask an Advisor | — | RMDfinancial milestone+1 | — | 18m 59s | |
| 11/12/25 | Open Enrollment Season: A Financial Advisor’s Guide to Making Smart Benefit Choices✨ | open enrollmentbenefit choices+1 | Jeff | Ask an Advisor | — | financial advisorbenefits+1 | — | 9m 40s | |
| 10/6/25 | Home Refinancing FAQs✨ | home refinancingFAQs+1 | Natalie | Ask an Advisor | — | refinancingmortgage+1 | — | 19m 41s | |
| 9/26/25 | How to Talk to Your Spouse/S.O. About Money✨ | money conversationsrelationships+2 | — | — | — | pre-marital questionsongoing conversations+1 | — | 23m 19s | |
| 8/21/25 | Talking To Your Kids About Money✨ | moneykids+2 | — | Talking To Your Kids About Money | — | financial literacyparenting+1 | — | 30m 40s | |
| 6/26/25 | Talking To Your Parents About Money✨ | money conversationsfamily finance+2 | — | How To Talk To Your __ | — | sensitive topicsfinancial discussions+1 | — | 28m 33s | |
| 4/30/25 | Greenway Profiles - Nick✨ | businessentrepreneurship | Nick | Greenway Profiles | — | founderteam+1 | — | 34m 10s | |
| 3/31/25 | Pointless Predictions for 2025✨ | predictionsDow Jones Industrial Average+1 | — | Greenway | — | 2025market predictions+1 | — | 20m 37s | |
| 2/10/25 | Greenway Profiles - Jen✨ | team introductioncareer journey | Jen Hill | Greenway ProfilesGreenway | — | Greenway Profilesassociate advisor+1 | — | 27m 12s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 1/29/25 | Greenway Profiles - Allie | Welcome to part 3 of our series, Greenway Profiles, where we’ll introduce you to our team and find out more about how they got to where they are. Next up is Allie, who serves as our director of client experience. | — | ||||||
| 12/2/24 | Greenway Profiles - Jeff | Welcome to part 2 of our series, Greenway Profiles, where we’ll introduce you to our team and find out more about how they got to where they are. Next up is Jeff, who serves as a senior advisor at our firm. | — | ||||||
| 10/23/24 | Greenway Profiles - Natalie | This month we’re starting a new series, Greenway Profiles, where we’ll introduce you to our team and find out more about how they got to where they are. First up is Natalie, who serves as our firm CFO and a senior advisor. | — | ||||||
| 5/30/24 | Tax Tips from Tax Amateurs | In this episode, we're sharing some of our favorite tax tips! While we're not tax professionals, we've gathered some valuable insights that could benefit you. Keep in mind that these suggestions might not fit every situation, but we're optimistic that there's something useful here for everyone. | — | ||||||
| 4/24/24 | Spending with Intent | In this episode, we continue our conversation on using your finances to live your values, focusing on spending with intent. The discussion is inspired by Morgan Housel's blog post titled ‘A Few Thoughts on Spending Money,’ sharing our own ideas and tweaks to his advice. Join us as we chat about getting intentional with our spending! | — | ||||||
| 3/26/24 | Defining Your Destination | In this episode we talk about applying your values to your finances. We think it’s important to create a structure that allows you to live out what’s most important to you, and to view money in a way that provides you the opportunity to do that. Every spending (or giving, or saving) decision can then be viewed through this lens. | — | ||||||
| 1/18/24 | Pointless Predictions for the New Year | About this time last year, we made some pointless predictions to see who from the Greenway team could most accurately guess the year-end level of the Dow Jones Industrial Average (a mostly pointless, but widely used market barometer). This year, we’re back reviewing our guesses from last year, and making new ones for the year ahead. Don’t miss it! | — | ||||||
| 1/4/24 | New Year's Financial Resolutions | So this is the New Year! In Episode 50(!) of the Making Margin podcast, we offer our ideas for New Year's Financial Resolutions; easy things that anyone can do to put themselves in a better position financially. | — | ||||||
| 9/25/23 | Back and better than ever: The 529 | Since its inception, the 529 has been a popular education savings vehicle. Over the years, it has received a few enhancements, but none better than the most recent one thanks to the Secure Act 2.0. We talk about the 529, the changes, and how it might fit into a financial plan. | — | ||||||
| 8/9/23 | The Psychology of Spending | “A subtle problem with money is that assets are easy to measure but liabilities can be hidden.”-Morgan Housel Today we’re talking about the psychology of spending, and why setting arbitrary limits that are well below what you can currently “afford” can make it easier to build wealth. | — | ||||||
| 5/12/23 | Biggest Mistakes You Can Make (with your money) | We often talk to our clients about the importance of avoiding mistakes with their money. So much about personal finance isn’t about trying to hit home runs; it’s consistently hitting singles and avoiding mistakes. But what are the most common mistakes we see people make with their money? | — | ||||||
| 4/14/23 | Lessons in Banking (and e-mail security) | In this episode we discuss some recent life lessons learned; some learned the hard way and some the easy way. Specifically, we’re talking about Silicon Valley Bank; what went wrong and what we can learn from it when considering our own money. We’re also sharing a story about e-mail security and offering some thoughts about how to protect yourself. | — | ||||||
| 2/28/23 | What’s in Store for 2023 (and Beyond) | It’s forecast time! With every new year comes a new opportunity for financial pundits to make pointless forecasts that will most assuredly be wrong, so we figured we’d join in on the fun. But we’re not just talking about 2023; we’re talking about the long-term too. | — | ||||||
| 1/31/23 | Secure Act 2.0: The good, the bad, and the ugly | In late December, President Biden signed the Secure Act 2.0 into law which included sweeping changes to retirement plans and accounts. Today, we talk through the bill and discuss our favorite provisions and how they apply to you. | — | ||||||
| 12/7/22 | Finish on a High Note | We’re back with some year-end financial planning ideas to make sure you start 2023 with a bang. | — | ||||||
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