Don’t buy that house just yet! Learn how a good mortgage broker may be able to go get you a better interest rate and help you navigate the maze of mortgage complexity. Listen in to discover if a mortgage broker can help you reduce the stress of financing a home purchase.By greenupwealth

In this heartfelt podcast conversation Karen Beda, a member of our GreenUp community, discusses her daunting medical diagnosis and how she and her husband Mike’s approach to financial planning, medical research, and building a strong support network brought them clarity and reassurance. Karen shares her perspectives on embracing life's moments, che…

Our special guest is Joel Schauer, a member of our GreenUp community and one of only 47 people in the world to achieve the Explorers Grand Slam by climbing the highest mountain peaks of all seven continents. Joel shares how he went from a philanthropist starting orphanages and schools in Uganda to reaching the summit of Mount Everest at the age of …

New Year, New Opportunity! At GreenUp, we believe that each new year brings a chance for personal growth. We’re excited to have Will Grumke, Director of Education at 1st Phorm, one of the nation’s leaders in lifestyle, nutrition, and supplements, as our podcast guest. Will and Tony Schmitt, GreenUp’s President and CEO, explore insights into making …

Do you wish you could eat well during the holidays while enjoying wonderful meals with family and friends? Please join GreenUp’s President & CEO, Tony Schmitt, and GreenUp’s corporate wellness partner and registered dietician at 1st Phorm, Jeremy Mullins, as they share tips on maintaining a balanced diet while still enjoying holiday meals, ideas on…

At GreenUp Wealth Management, we're committed to your financial success and information security. With the internet becoming a bigger part of our daily lives, it's crucial to stay safe online. In our latest podcast Alex Fishman, GreenUp’s Chief Operating Officer, provides essential tips for protecting your digital world.…

We are living through the highest inflationary period in 40 years. On this podcast, we discuss why inflation feels bad, how we experience inflation, and what we can do about it.By greenupwealth

There is one thing that can make us all happier and healthier. Listen to this podcast to learn what researchers have found from the longest scientific study of happiness ever conducted.By greenupwealth

Travel is an important goal for just about everyone, but what trips will give you the best experiences? What are the most popular travel destinations? What is a “bucket list” trip you should consider taking? What are the best family vacation ideas? Get answers to these questions and more as we talk with travel expert Mike Schellhase of Travel Haus.…

Life is a journey filled with changes and transitions that can be opportunities for growth and personal development. On this podcast, we talk about transitions with Executive Coach Julie Maloney who explains the three-step pattern that all transitions follow, and offers insights to help us navigate transitions like starting a family, retirement, or…

What is wellness? Why is it important to your life? How can you set goals and develop healthy habits to achieve physical wellness? Our special guest is Jeremy Mullins, registered dietician at 1st Phorm and the Kentucky National Guard with over two decades of experience. Jeremy shares valuable information and strategies you can use to improve your h…

As 2023 approaches, we are reminded that a new year represents a new beginning, bringing new possibilities and opportunities. People worldwide take inspiration from this and make New Year’s resolutions to improve their lives in many areas, including physical health, emotional well-being, finances, quality of life, and spending more time with family…

As families get together this holiday season, many of you will be thinking about how to leave a lasting legacy for future generations. Beyond the standard ways of doing this, like sharing family traditions, words of wisdom, and meaningful heirlooms, another essential component is an effective wealth transfer plan. While this can seem daunting and c…

In honor of Veterans Day, we interview Sean Russell, fitness trainer and owner of Russell’s Muscles, and a veteran with over 22 years of service in the United States Army. Sean tells us about his experience in the armed forces and as a veteran, and shares with us valuable life lessons he learned while serving our country. Listen to the podcast to h…

October is Cybersecurity Awareness Month. We live in an increasingly connected world, yet with added convenience comes additional risk. When using your smartphone or computer, what precautions can you take to be safe when using the internet? On this podcast we will discuss 5 steps to stay safe online with special guest Jeremy Hamblin, Vice Presiden…

Are you interested in maximizing your income? Learn about your options and important considerations when trying to maximize your income, no matter what stage in life you are in. From sources of income to taxes, we discuss what you need to know.By greenupwealth

What should you know about a financial advisor who you are trusting to help you with some of your life’s most important decisions? On this podcast our special guest is Tony Schmitt, President and CEO of GreenUp Wealth Management, who discusses 12 questions you should ask every financial advisor. Whether you already have an advisor or need to hire o…

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.…

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 gai…

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 strategi…

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 to. On this podcast we will discuss what estate planning is, why it is important, and what steps w…

On our last podcast we discussed the who, what, where, when, why, and how of infrastructure spending as Congress deliberated a large spending package. Now that Congress has passed a $1.2 trillion infrastructure bill, GreenUp Wealth Management’s Chief Investment Officer Daniel Greulich will discuss what is in the bill, what it means for the economy,…

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.By greenupwealth

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.By greenupwealth

Your retirement income affects more than just taxes. We'll discuss what you need to know about taxes in retirement, and share strategies that will let you keep more of your hard-earned wealth.By GreenUp Wealth Management