Making Margin PodcastEpisode 56 - Greenway Profiles - JeffWelcome 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:NickJeffWelcome 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.Tell me about your background. Where are you from? Where did you go to school? What was your first job?What are some consistent challenges you find that people have with their finances when you first meet with them?Who is your role model for retirement?

Ver todos los episodios