The Green Zone: Recent Episodes
Jeff Green
Welcome to the Green Zone podcast, the show that teaches oil and gas executives how to take command of their finances and live in the green. Your host, Jeff Green from Green Financial Group, will be your financial guide, all while giving you a tour of the most beloved and best-kept-secret spots around Houston, Texas.
How much money do you really need to retire? Is $1 million enough? Should you be aiming for a specific number? Or are you asking the wrong questions altogether?
In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith break down why there is no one-size-fits-all retirement number and share the questions that matter far more than simply asking, "How much do I need?"
Together, they discuss:
- Why there is no universal dollar amount needed for retirement
- The difference between focusing on assets versus focusing on expenses
- How the 4% and 6% income withdrawal rules work
- Why your retirement lifestyle matters more than your account balance
- The role Social Security, pensions, and taxes play in retirement income
- How estate planning goals can change your retirement strategy
- Why comparing yourself to others can lead you astray
- How annual financial planning helps keep your retirement on track as life changes
- The importance of understanding your investment risk and "guardrails" before retirement
Whether retirement is 30 years away or right around the corner, this conversation will help you think beyond the headlines and focus on building a retirement plan that's designed specifically for you.
Connect With Winstone Wealth Partners:
- jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
What happens when a parent’s health suddenly changes… and no one knows where anything is? How do you support aging parents while still honoring their independence, wishes, and dignity?
In this episode of The Green Zone Podcast, co-hosts Jeff Green and Lauren Smith discuss one of the most emotional (and most avoided) areas of financial planning: preparing for aging parents, caregiving responsibilities, and difficult future decisions before a crisis happens.
Together they discuss:
- Why “the best time is right now” when it comes to family financial conversations
- Important estate planning documents families often overlook
- How beneficiary designations can override a will
- How to organize financial information before an emergency
- Common financial risks aging parents face, including scams and missed bills
- Questions families should ask about long-term care, independence, and quality of life
- The emotional and logistical realities of becoming a caregiver
- Practical ways adult children can support aging parents without “taking over”
- Why long-term care insurance may play an important role in a family’s plan
Whether you’re helping aging parents today or simply thinking ahead for your own future, this episode offers practical guidance and compassionate perspective on conversations many families know they need to have but often delay for too long.
Connect With Winstone Wealth Partners:
- jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
You know the feeling. You turn on the news or scroll your phone and suddenly it feels like everywhere you look there’s another alarming headline: markets crashing, wars overseas, political tension, inflation, interest rates, uncertainty about what happens next.
And naturally, you start wondering: Should I be doing something different with my money right now? Should I be changing something financially?
That feeling is completely understandable. But when the noise gets loud, what should you actually be focused on financially? And what conversations should you really be having with your financial advisor?
In this episode of the The Green Zone Podcast, co-hosts Jeff Green and Lauren Smith of Winstone Wealth Partners break down the difference between temporary market “noise” and the things that truly matter to your long-term financial plan. From geopolitical tension and election cycles to inflation, volatility, and fear-driven investing, Jeff and Lauren share the questions investors should really be asking during uncertain times — and why patience, preparation, and planning often matter far more than reacting to headlines. Together they discuss:
- Why market headlines often create more fear than lasting financial impact
- How geopolitical events and market volatility can impact portfolios differently depending on your risk exposure
- Why concentrated stock positions and international exposure deserve closer attention during uncertain periods
- How to determine whether you’re taking unnecessary investment risk
- Why reacting emotionally to every news cycle is often a sign of a missing long-term plan
- The role of cash reserves and income planning
- Common estate planning and beneficiary mistakes people overlook
- When “doing nothing” may actually be the smartest move
Connect With Winstone Wealth Partners:
- jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
What are the biggest mistakes people make when planning for retirement—and are you unknowingly making one of them?
In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith break down some of the most common (and costly) retirement planning missteps, using real-world insights and practical experience from working with clients every day. From inflation and healthcare costs to investment strategy and income planning, they walk through what can quietly derail even the most well-intentioned plan—and how to think about these challenges more clearly.
Whether you’re approaching retirement or already in it, this episode is a valuable reminder that small assumptions today can have a big impact down the road.
Together, they discuss:
- Why underestimating inflation can erode your future purchasing power
- The growing risk of outliving your savings—and how to plan for longevity
- Common misconceptions about investment income and dividend strategies
- The balance between investing too conservatively vs. too aggressively
- How unrealistic return expectations can impact long-term outcomes
- The often-overlooked reality of healthcare and long-term care costs
- Why understanding your income sources (and taxes) matters more than you think
- The complexity behind Social Security decisions—and why there’s no one-size-fits-all answer
- Hidden costs of homeownership in retirement, even without a mortgage
- How to find a “sweet spot” in your portfolio between growth and stability
Connect With Winstone Wealth Partners:
- jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Is tax season just a painful annual chore… or could it actually reveal something important about your financial life?
What if your tax return is quietly showing you where money is being lost, opportunities are being missed, or planning could make a meaningful difference?
And how can high-net-worth families start using tax season as a strategic tool instead of just reacting to it every April?
In this episode of The Green Zone Podcast, co-hosts Jeff Green and Lauren Smith encourage you to take a different view at tax season: not as a necessary evil, but as a valuable diagnostic tool for your financial life. They explain how your tax return can function like a financial “MRI,” revealing insights that can help you make smarter planning decisions now and in the years ahead. Together, they discuss:
- Why most people approach tax season reactively — and how to shift to a planning mindset instead
- How your tax return can reveal hidden inefficiencies in your investment strategy
- The right way to think about capital gains and tax-loss harvesting
- Why large tax refunds may not always be as good as they seem
- The importance of quarterly tax check-ins instead of once-a-year scrambling
- How multi-year tax projections can improve retirement planning
- When Roth conversions may create long-term tax advantages
- Why financial advisors and CPAs play different — but complementary — roles in tax planning
- And more!
Tax season may never be anyone’s favorite time of year — but used the right way, it can become one of the most powerful planning tools you have.
Connect With Winstone Wealth Partners:
- jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Please Note: Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional. Converting a traditional IRA into a Roth IRA has tax implications. Investors should consult a tax advisor before deciding to do a conversion.
Money is never just about numbers. It’s about fear, responsibility, pride, guilt, confidence, and security. And whether we realize it or not, those emotions influence nearly every financial decision we make.
In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith explore how emotions shape the way we think about, react to, and manage our money—and why unchecked feelings can quietly undermine even the best financial plans. They explain why self-awareness is essential to long-term financial success, how to work with your emotions instead of against them, and how disciplined decision-making leads to greater confidence over time.
Together, they walk through practical ways to keep emotions from driving your decisions, including:
- Identifying the hidden fears and pressures behind money choices
- Understanding how guilt and responsibility affect spending and saving
- Avoiding reactive decisions during market volatility
- Learning when “doing nothing” is the smartest move
- Slowing down emotional timelines before making major changes
- Using planning as a foundation for confidence
- Letting values—not comparison—guide your financial life
- Building discipline that holds up in uncertain markets
- Developing healthier conversations around money with family
- And more!
Connect With Winstone Wealth Partners:
- jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
As wealth grows, life rarely gets simpler. More accounts, more advisors, more decisions… and eventually, even successful families start to wonder whether everything is actually working together.
In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith unpack a modern family office–style approach to wealth management, designed for families who want clarity, coordination, and confidence without needing a $50 million balance sheet.
They explore why financial complexity often comes from too many advisors working in silos, not from a lack of expertise—and why the real solution isn’t adding more people, but improving alignment among the professionals you already trust.
Jeff and Lauren walk through the five pillars of a modern family office blueprint, including:
- Consolidating your financial world into one coordinated system
- Building a true “board of advisors” who communicate with one another
- Planning proactively for after-tax growth
- Investing with purpose, not market noise
- Preparing the next generation through thoughtful legacy planning and communication
Along the way, they discuss why families shouldn’t be forced into the role of project manager for their own wealth—and how a family office mindset can help reduce decision fatigue, uncover missed opportunities, and bring everything back to what matters most.
If you’re looking for a clearer, more coordinated way to manage your financial life, this episode is a must-listen.
Connect With Winstone Wealth Partners:
- jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
100 podcast episodes in… many more to go. So, what have we learned from helping families plan for their wealth and their lives?
In this special centennial episode, Jeff Green and Lauren Smith reflect on the most-played conversations, the smartest lessons clients have taught them, and the surprising podcast topics that have resonated with audiences most. They share listener insights, the themes that keep coming up, and the core truth behind every great wealth plan: your money should support the life you want, not the other way around. Together they discuss:
- The top ten lessons that have shaped their advice over 100 episodes
- Why the “human side” of money keeps outperforming market talk in downloads
- What clients really worry about heading into retirement
- Why avoiding preventable mistakes matters more than chasing big wins
- How advisors play coach, counselor, and guide during life transitions
- The role of tax strategy in preserving lifestyle and legacy
- What they’re excited to explore over the next 100 episodes
- And more!
Top Green Zone Episodes
- The Roles of Values in Retirement Planning
- Transition Into Retirement With A Coach As Your Guide
- How to Build Wealth Wisdom in the Next Generation
- Tax Surprises Through the 4 Stages of Retirement
- Financial Advice for My Younger Self
- The Top Retirement Traps to Avoid
- Hidden Costs of Retirement: What You Might Be Overlooking
- Financial Strategies For Life's Big Transitions Ahead
- Having The Tough Conversations About Death & Finances
- Is Your Financial Advisor Showing You The Love?
- Find Your Why With The Birkman Assessment
- Wealth Wisdom: The Financial Playbook of the Ultra-Wealthy
Connect With Winstone Wealth Partners:
- jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
In this special episode of The Green Zone Podcast, Jeff Green and Lauren Smith sit down with Andrea and John Ferruzzo to share the story of their daughter, Katherine, one of the two young counselors who lost their lives—along with 25 children campers—in the devastating Kerr County flood at Camp Mystic this past July.
In the months since the flood, the Ferruzzos—along with the other families who lost daughters that night—have come together as Heaven’s 27, an organization committed to honoring their lost daughters and advocate for stronger camp safety across Texas. Andrea and John have also launched The Katherine Ferruzzo Legacy Foundation, dedicated to supporting special education classrooms, a mission rooted deeply in Katherine’s heart and the work she was already doing long before college.
In this episode, Andrea and John share their story of parents transforming heartbreak into hope—and we’re honored to help share Katherine’s story and the legacy she continues to inspire.
Together they discuss:
- The circumstances surrounding the Kerr County flood at Camp Mystic
- Katherine’s passion for special education and the work she was already doing in classrooms
- Why the Ferruzzos chose to start a foundation instead of a GoFundMe—and how the Foundation is already supporting teachers and special needs students
- The impact the foundation is making across Spring Branch ISD and future plans to expand statewide
- The ongoing legislative efforts of the Heaven’s 27 families to strengthen Texas camp safety laws
- And more…
If this episode moves you, we encourage you to learn more, get involved, and help carry forward the work Katherine cared so deeply about.
Resources
- The Katherine Ferruzzo Legacy Foundation
- Live Like Katherine Ferruzzo Instagram
- Heaven’s 27
- Campaign for Camp Safety
- John & Andrea Ferruzzo’s op-ed in the Austin Statesman
- Katherine Ferruzzo’s Obituary
Connect With Winstone Wealth Partners:
- jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Note: Raymond James is not affiliated with and does not endorse any of the organizations mentioned above and within this Podcast episode.
You’ve mapped out your retirement budget — housing, healthcare, travel, the works.
But what about the expenses that don’t make it into the spreadsheet?
The ones that sneak up on you years later and quietly erode your nest egg?
In this episode of The Green Zone Podcast, hosts Jeff Green and Lauren Smith break down the hidden or “stealth” costs that often catch retirees off guard — and how a good financial plan can help you prepare before they derail your vision of a stress-free retirement.
They discuss:
- Why healthcare and long-term care costs are often underestimated — and what you can do about it
- The real price of “paid-off” homes (think taxes, insurance, and surprise repairs)
- How adult children, aging parents, and even grandkids can impact your retirement cash flow
- The truth about taxes in retirement — and strategies to help reduce their bite
- The lifestyle and inflation factors that can quietly inflate your spending over time
- How to “stress test” your retirement plan for unexpected expenses
Tune in to make sure your retirement plan covers not just the known costs, but the ones you might be overlooking.
Connect With Winstone Wealth Partners:
- jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Retirement is one of the biggest transitions you’ll ever face—and with it comes a lot of myths, misconceptions, and half-truths that can cost you if you’re not prepared. On this episode of The Green Zone Podcast, Jeff Green and Lauren Smith break down the most common retirement planning myths they hear from clients and set the record straight with real-world strategies.
From Social Security to Medicare, taxes to investment strategy, you’ll learn why the old rules of thumb don’t always hold up today—and what strategic planning really looks like for the next chapter of your life. Together, they discuss:
- Why Social Security isn’t enough to rely on—and how to think about when to take it
- The myth of “spending less” in retirement (and why every day starts to look like Saturday)
- The risks of assuming you’ll “just keep working” if money gets tight
- What Medicare does—and doesn’t—cover in retirement
- Why going too conservative with your investments too soon can potentially backfire
- Taxes in retirement: required minimum distributions, Roth conversions, and early planning
- How longevity changes everything
- Why retirement planning doesn’t stop the day you leave the office
- And more!
Whether you’re still years away from leaving the workforce or already thinking about your retirement income strategy, this conversation will help you separate fact from fiction and plan with clarity.
Connect With Winstone Wealth Partners:
- jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
When tragedy strikes, how do we respond with both heart and wisdom?
What are the right—and potentially wrong—ways to support grieving families after a devastating loss?
In the wake of the catastrophic flooding in Central Texas this past July, co-hosts Jeff Green and Lauren Smith take a compassionate, candid look at how individuals and communities can offer meaningful support during times of unimaginable tragedy. While this episode was prompted by the loss felt throughout the Camp Mystic and Hunt, Texas communities, the insights shared apply to any situation where grief runs deep and help is needed.
With warmth, honesty, and practical guidance, Jeff and Lauren explore how to give generously without adding unintended stress—and why thoughtful financial decisions matter more than ever during moments like these. Together they discuss:
- Common missteps people make when trying to help—and what actually makes a lasting difference
- Pros and cons of using platforms like GoFundMe (including tax and privacy considerations)
- Alternatives to GoFundMe, including donor-advised funds and how they can create lasting legacies
- How to vet charities and ensure your donations are going to qualified 501(c)(3) nonprofits
- The importance of showing up after the funeral, when grief lingers but support often fades
- The role of MealTrain and other practical ways to support families long-term
- Why it’s essential to pause before making major financial decisions in the wake of trauma
- If you're looking for actionable ways to give with both heart and clarity—this episode is worth a listen.
Connect With Green Financial Group:
- jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
In this milestone episode, co-hosts Jeff Green and Lauren Smith share the story behind their wealth management practice’s exciting rebrand from Green Financial Group to Winstone Wealth Partners. They take listeners behind the scenes of the naming process, brand evolution, and the heartfelt reasoning behind the shift—all while offering a transparent look at what’s changing (and what’s not). Together they discuss:
- How team collaboration (and color preferences!) shaped the new logo
- The role of legacy, growth, and leadership in the rebrand
- Client reactions—both supportive and sentimental
- What the new chapter means for the team and the client experience
- The evolution of the website and digital presence
- Why The Green Zone podcast will keep its name
- And more!
Connect With Green Financial Group:
- jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
While financial planning plays a key role in retirement, it’s only part of the picture—many people face a significant identity shift as they figure out who they are without their job title. In this heartfelt and insightful episode of The Green Zone Podcast, co-hosts Jeff Green and Lauren Smith go beyond the numbers to explore lesser-known aspects about retirement that often catch people off guard. In particular, they focus on the emotional transition that comes after the final paycheck. Together they discuss:
- The emotional and psychological identity shift that happens in retirement
- Why hobbies alone may not be enough to sustain you post-retirement
- How to start building your post-career identity before you stop working
- The importance of cultivating diverse social circles outside of work
- Creating structure and routine in retirement to replace the rhythm of a workweek
- Ways to engage with your community: clubs, volunteer work, or alumni groups
- Gender differences in how people adapt socially to retirement
- Real-life client stories that illustrate successful (and not-so-successful) retirements
- And more!
Connect With Green Financial Group:
- Jeff@WinstoneWP.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Winstone Wealth Partners
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Are you prepared for your final send-off? And more importantly, is your family?
When you pass on, will you be leaving behind a legacy of chaos and confusion, or one of clarity and care?
In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith decided to toss out their original topic on tariffs and pivot to something much more personal: death planning. From organizing legal documents to pre-determining funeral preferences and leaving behind letters to loved ones, this episode tackles the real-life logistics of what happens after we’re gone—with plenty of humor and wisdom along the way. In this episode, Jeff and Lauren discuss:
- Essential legal documents: Keeping your will, powers of attorney, and medical directives up to date
- Digital organization: Creating a file that lists all your financial accounts, passwords, and key contacts
- Real estate & assets: Ensuring property deeds and investment paperwork are easy to locate
- Funeral & memorial preferences: Outlining your wishes— everything from burial or cremation to party playlists
- Notification list: Making a list of people you’d want contacted after your passing
- Letters to loved ones: Writing meaningful messages for family and friends to be delivered after death
- First-hand experience: Jeff shares what it was like to be the executor of his father’s estate
- Planning = love: Why taking care of this checklist is one of the most compassionate things you can do
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
What separates ultra-high-net-worth families from the rest when it comes to managing wealth—and how can the rest of us learn from them?
In this episode of The Green Zone Podcast, financial advisor Jeff Green shares the financial philosophies and strategies that guide his ultra-wealthy clients, revealing how those same principles can be applied by investors at every level. Spoiler alert: It’s not just about having money—it’s about having the mindset to keep and grow it for generations. Tune in to hear:
- What defines “ultra-high-net-worth” and why that matters
- The long-term mindset: Why patience beats speculation every time
- How the ultra-wealthy manage risk (and stay calm during market downturns)
- Why compounding growth is prioritized over chasing quick wins
- The importance of diversification beyond the stock market—real estate, private equity, and more
- How families create stewards of wealth, not just inheritors
- The role of a professional financial team—and why DIY doesn’t always work at this level
- Why honest conversations across generations help preserve wealth and values
- And more!
This episode is a must-listen if you’re thinking about your family’s legacy, want to help protect your wealth in uncertain times, or are simply curious how the wealthiest among us think differently.
Disasters strike when you least expect them. From hurricanes to wildfires, tornadoes to snowstorms—are you financially prepared to weather the storm and recover afterward?
In this episode of The Green Zone, Jeff Green and Lauren Smith dive into strategic financial strategies that can help you feel more financially secure during a crisis. Together they discuss:
- Why an emergency fund is crucial for disaster preparedness
- The importance of having cash on hand (and why a backup credit card may not be the best idea)
- Creating a financial go-bag—what essential documents and funds to keep ready
- How to make sure your insurance coverage is up to date and fits your needs
- The risks of overpaying for insurance and how to get the best rates
- Why a proactive insurance review could save you thousands
- And more!
Natural disasters don’t come with a warning—but your finances don’t have to be caught off guard. Tune in to learn how to better protect your wealth and feel financially ready for anything.
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
What’s your game plan for 2025? Is motivation enough to stay consistent with your health, habits, and finances—or do you need a little discipline to keep things on track?
In this episode of The Green Zone Podcast, financial advisors Jeff Green and Lauren Smith share how a positive mindset and actionable goals can help you start the new year right. From navigating your fitness and wellness resolutions to setting smarter financial goals, Jeff and Lauren tackle how to make those January aspirations last all year. Together they discuss:
- How to build lasting health and wealth habits that outlive the fleeting buzz of New Year’s resolutions
- Why discipline, habits and motivation are different – and how to leverage each
- Ideas for monitoring your finances in creative ways
- Strategies for front-loading contributions to maximize growth potential for future generations
- How to shift from wishful thinking to actionable steps in your health and finances for a productive year ahead
- And more!
Whether you’re a disciplined planner or just looking for a fresh start, Jeff and Lauren provide expert advice and practical insights to help you make 2025 your best year yet.
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Have you ever wondered why holiday shopping feels so overwhelming?
Or how you can resist the pressure to overspend without sacrificing the joy of giving?
In this episode, financial advisors Jeff Green and Lauren Smith explore the emotional and psychological drivers behind holiday overspending and share actionable strategies to help you stay in control of your finances during the festive season. Together, they discuss:
- The psychological factors that can easily affect all of us when it comes to spending (and over-spending) around the holidays
- How marketing tactics and social pressures can trigger overspending—and how to recognize them
- Simple tips to create a realistic holiday budget that aligns with your financial goals
- Practical ways to manage expectations with family and friends around gift-giving
- The benefits of focusing on experiences and meaningful gestures over material items
- Strategies to avoid the post-holiday debt hangover and start the new year on a strong financial footing
- Reminders to prioritize self-care and reflect on what truly matters during the holidays
- And more!
Tune in to gain insights that will help you approach holiday spending with intention and confidence.
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Have you ever wondered how your giving can have a lasting impact?
Or are you thinking about how to make sure your charitable contributions align with your values and life goals?
In this episode, financial advisors Jeff Green and Lauren Smith cover effective ways to approach charitable giving during the holiday season, discussing strategies to maximize personal impact and tax benefits. They guide listeners through essential considerations for end-of-year philanthropy, including:
- Tips for selecting causes that resonate with your personal values
- The importance of researching how donations are used by organizations to ensure contributions have the intended effect
- How to use Qualified Charitable Distributions (QCDs), potentially avoiding taxable income on required minimum distributions
- An overview of donor-advised funds for potential tax benefits and flexibility to direct contributions over time to chosen charities
- Why you might consider giving long-term appreciated assets, like stocks, to bypass capital gains tax while receiving a charitable deduction for full market value
- Reminders for how we can all avoid common charitable giving pitfalls
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Have you ever considered how vulnerable your personal information is in today’s digital world?
Do you feel like you’re doing everything you can to protect yourself online?
In this episode of The Green Zone Podcast, Lauren Smith is joined by Green Financial Group Director of Marketing, Claire Holmes, to explore the critical importance of cybersecurity. Drawing from Claire’s personal experience with an identity theft and social media hacking incident, they delve into simple, practical steps everyone can take to feel more protected in their digital lives. Together they discuss:
- Why using a VPN (Virtual Private Network) on public Wi-Fi is essential for protecting your data
- Ways to spot sophisticated phishing attacks via email and text to protect yourself from identity theft or other cyberthreats
- How enabling MFA (multi-factor authorization) on any online account you can is one of the best ways you can safeguard information online (yes, even if it requires a little bit of extra time on your part!)
- Ideas for how to incorporate stronger, more complex passwords into your digital lives
- Insights into the company’s strong cybersecurity practices, including phishing tests and employee training from Raymond James
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Do you feel prepared to face life’s most challenging transitions? For milestones such as becoming caretakers for your parents as they age, preparing for your retirement from your career and even planning for health concerns for yourself or loved ones, it’s important to have a solid plan in place. While conversations around these issues can be difficult, it’s essential to discuss them openly with your financial advisor as they impact both your everyday cash flow as well as how you will want to strategically manage your investments and customize your financial plan. In this episode of The Green Zone Podcast, co-hosts Jeff Green and Lauren Smith delve into these significant life changes, talking through a few key financial approaches that can help you navigate them with confidence. Together, they discuss:
- The types of transitions many of their Baby Boomer clients are currently facing
- Why it’s important to establish Power of Attorney and clear estate plans
- How to think about planning for long-term care and the associated costs
- Ways to manage the emotional and logistical aspects of estate management and planning for your future
- Strategies for consolidating assets and organizing critical documents
- Recommendations for how to have open and ongoing conversations with family about future responsibilities
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
In this milestone episode of The Green Zone Podcast, co-hosts Jeff Green and Lauren Smith celebrate the 16th anniversary of Green Financial Group. They reflect on the leadership lessons learned over the years and discuss how their approach to team building and growth has shaped their office, team and culture. They each share specific insights on what they believe has helped them feel successful in their roles as leaders within the office, build a thriving team and develop a vision for the business they are excited about. Together they discuss:
- Celebrating GFG’s 16th Anniversary: Reflecting on the journey from starting Green Financial Group during the 2008 financial crisis to achieving significant milestones.
- Building a Strong Team: How focusing on core values and hiring the right people has led to the formation of what they consider to be their best team yet.
- Leadership Lessons: The importance of delegating tasks, listening to team members and trusting others' expertise for effective leadership.
- Growth and Vision: Emphasizing the balance between growth for the sake of growth with ensuring that client and team needs continue to be the focus, all while manifesting a visionary approach to future expansion.
- Complementary Strengths: How their differing perspectives—Jeff’s big-picture vision and Lauren’s detail-oriented approach—create a well-rounded leadership dynamic.
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Are you curious about the technological advancements that could change the way we live and work? In this episode of The Green Zone Podcast, co-hosts Jeff Green and Lauren Smith delve into some fascinating predictions around business and tech trends that we could see coming our way in the next decade. Together they discuss:
- Autonomous delivery systems and smart technologies
- Hologram concerts and virtual entertainment
- The future of tax preparation and voting processes
- Working from home and changes in commuting
- Climate change and its increasing visibility
- The evolution of virtual travel experiences
- Advances in healthcare technology and telemedicine
- The rise of digital transactions and alternative currencies
- Legalization and regulation of marijuana and online sports gambling
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Do you want your children to grow up financially savvy, equipped to handle their own finances and eventually, manage your wealth responsibly?
In this episode of The Green Zone Podcast, hosts Jeff Green and Lauren Smith dive into the critical topic of financial literacy for the next generation. From chores and allowances to credit cards and investments, they share practical tips to help parents instill valuable money skills in their children. Join us for this lively discussion that could transform your family's financial future where Jeff and Lauren discuss:
- The importance of teaching young children about money through play, such as lemonade stands and creative ventures like Lauren’s childhood seashell business
- How giving children an allowance for chores can instill a sense of responsibility and the value of earning money
- The significance of helping kids set and achieve financial goals, using chores to earn money for specific rewards, teaching patience and the satisfaction of earning.
- The benefits of summer jobs and internships for teenagers and college students, stressing how these experiences teach work ethics and the value of money
- The importance of introducing young adults to banking, including setting up checking accounts and using credit cards responsibly to build credit
- Encouraging kids to start investing early, using platforms like Robin Hood to buy fractional shares, thus gaining hands-on experience with the stock market
- How holding regular family meetings to discuss financial goals, values, and long-term plans can help ensure that children are prepared to manage and steward family wealth in the future
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Do you know what “Retirement Values” are? And if so, do you know what yours will be?
In this episode of The Green Zone Podcast, hosts Jeff Green and Lauren Smith dive deep into the often overlooked topic of retirement values. They explore how understanding your personal values can profoundly impact your retirement planning and fulfillment in life after work. Through engaging conversation and insightful anecdotes, Jeff and Lauren guide listeners through the process of identifying and prioritizing their values, emphasizing the importance of introspection and self-discovery. Together they discuss:
- Retirement as a transition from defining oneself by work to defining oneself by personal values
- The challenge of identifying values, which are deeply personal and unique to each individual
- Examples of retirement values, such as family, adventure, and philanthropy, and how they shape retirement lifestyles
- The evolving nature of values over time and the importance of periodic reevaluation
- Strategies for uncovering and prioritizing values, including mind mapping exercises and deep reflection
- The impact of aligning retirement activities with core values on overall happiness and fulfillment
- The role of gratitude in fostering positivity and enhancing retirement experiences
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Picture this: your child is graduating and venturing into the real world. Do you feel confident that they’re financially prepared?
In this episode of The Green Zone Podcast, co-hosts Jeff Green and Lauren Smith share their top financial tips that they feel young adults need to understand by age 25. Together they discuss:
- The importance of financial literacy and starting good money habits early
- The three basic financial principles they feel all young adults need to embrace: living debt-free, establish an emergency fund and thinking about retirement early
- Understanding where your money goes each month (and how to create a budget)
- The importance of not over-relying on parents or family members for financial support
- Why you must look at the total compensation package when considering a job (benefits, not just salary)
- And more!
Resources:
- 25 Money Moves To Master By Age 25
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Are you nearing retirement and worried about navigating the complexities of taxes? Join Jeff Green and Lauren Smith, financial advisors at Green Financial Group, as they tackle the often-overlooked, but crucial, topic of taxes in retirement. While visions of pickleball and leisure may dance in your head, Jeff and Lauren warn that failing to plan for taxes can be a real "gut punch" to your nest egg. Together, Jeff and Lauren discuss:
- The four stages of retirement: Pre-Retirement, Go-Go Years, Slow-Go Years and No-Go Years
- Expense considerations in retirement including inflation, longevity and the shift from a structured workweek to "every day is a Saturday!"
- Understanding how your after-tax retirement savings will work BEFORE you retire
- Why it’s important to evaluate the next year's tax bill and project future tax implications, especially regarding Required Minimum Distributions (RMDs)
- Staying aware of potential tax traps with Social Security, Medicare and IRA withdrawals
- Why you should focus on estate planning, even if your estate doesn’t reach the federal tax threshold
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Please note: Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.
Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount may be subject to its own five-year holding period. Converting a traditional IRA into a Roth IRA has tax implications. Investors should consult a tax advisor before deciding to do a conversion.
Does your portfolio feel as dusty as an unopened box of chocolates? Do investment meetings only happen when it's time to "buy, buy, buy"? If your financial advisor's idea of love is the occasional market update email, it's time to ask yourself: is this all there is?
In this special Valentine's Day episode of The Green Zone Podcast, Jeff Green and Lauren Smith dig deep into the hallmarks of a truly loving financial relationship. We're talking about advisors who:
- Ditch the one-size-fits-all approach and listen to your unique goals, dreams (and yes, even pet inheritance plans!)
- Challenge you with honest conversations, even when it means saying "no" to that risky investment your friend’s mom’s brother’s advisor recommended.
- Become your financial cheerleader, helping you dream big and plan for the future you deserve, not just meet basic needs.
- Treat you like family, understanding your values and priorities, and celebrating your financial wins (big and small!).
- Proactively reach out, keeping you informed, on track, and feeling confident about your financial future.
- And more…
Plus, get access to a PDF that shares 50 concrete ways your advisor should be showing you the financial love.
Whether you're seeking a second opinion, wondering what's really going on with your portfolio, or simply yearning for a true financial partner, we've got you covered.
Tune in to the podcast and discover how to find an advisor who not only cares about your investments, but also cares about your entire financial well-being.
Resources:
- 50 Things Your Financial Advisor Should Do For You
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Do you feel financially fit? Do you even know what that means? If not, you’re in luck. In this episode of The Green Zone Podcast, hosts Jeff Green and Lauren Smith guide you through the key elements you’ll need to ensure your financial well-being in the coming year. You’ll hear about everything from long-term investments to retirement goals to ways you may want to consider to protect your assets. Together they discuss:
- The importance of pausing to evaluate your near-term and long-term goals and aligning your investment strategy accordingly
- How understanding your retirement “buckets” can set you up for success after your career days
- How you can think about the 60/40 principle in relation to your portfolio
- The pros and cons of Certificates of Deposit (CDs) and the concept of the “ladder strategy”
- Taking the equity risk premium into consideration when making investment decisions
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
In this episode of The Green Zone Podcast, hosts Jeff Green and Lauren Smith take a moment to reflect on Green Financial Group’s progress and key milestones achieved during 2023. Together they discuss:
- Celebrating GFG’s 15th Anniversary and 1st year in our new office
- How our team has grown and changed this year, including two great new additions with Dylan Daggett and Laura Garza
- Our new GFG Blog, focused on providing more in-depth financial education and timely insights for our clients and beyond
- How each feel they’ve learned and grown this year, particularly in respect to the various industry conferences they attended
- Green Financial Group’s Core Values, and how clearly articulating those have shaped our culture for the better
- The gratitude they feel for all of these big milestones and more – as well as what they’re looking forward to in 2024!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
In this special episode of The Green Zone, hosts Jeff Green and Lauren Smith are joined by members of the Green Financial Group team as they share their favorite holiday gifts to both give and receive. If you have been on the fence about what to buy for a loved one this holiday season – or what to put on your own list! – this episode is for you. Tune in to see why these following items made the cut for the 2023 GFG Holiday Gift Guide:
- “What I Love About Mom” Book ($13)
- “What I Love About Dad” Book ($16)
- Wireless Sleep Headphones ($16)
- Sequence Game ($25)
- Holiday Candle ($27)
- Wicked Dog Ball ($40)
- Skylight Digital Picture Frame ($120)
- Cutco Super Shears ($136)
- The Bartesian Cocktail Maker ($370)
- NordicTrack Commercial X22i Treadmill ($3,499)
- Special Experiences with Family (Priceless!)
- Country Kettle Fudge
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Note: Raymond James is not affiliated with nor does it endorse any of the products or companies mentioned within this podcast.
In this inspirational episode of The Green Zone Podcast, hosts Jeff Green and Lauren Smith sit down with Shelly Kirkland, CEO of Boot Campaign, an organization dedicated to supporting veterans and military families. Shelly, who comes from a family with a strong military background, shares her passion for serving those who have served and discusses the incredible work Boot Campaign does to make a difference in the lives of veterans and their families. In this episode, they cover:
- Boot Campaign's unique mission and the heartwarming story of its inception
- The organization's dedication to supporting veterans from all branches and eras
- How Boot Campaign provides individualized care for veterans dealing with brain injury, post-traumatic stress, chronic pain, self-medication and insomnia
- The significant impact of their specialized programs, including clinical treatments and therapy
- The importance of reaching out for help and the challenges veterans face in seeking assistance
- How to get involved and support Boot Campaign, from making donations to volunteering
- Their heartwarming holiday program, where volunteers come together to provide special gifts and support to military families in need
- And more!
Join the conversation and discover the incredible work Boot Campaign does to show gratitude for those who serve and make a lasting impact on the lives of veterans and military families. Don't miss this inspiring episode of The Green Zone Podcast!
Support Boot Campaign:
- How To Donate: https://bootcampaign.org/give/
- Website: https://bootcampaign.org/
- Social Media:
- Instagram: https://www.instagram.com/bootcampaign
- Facebook: https://www.facebook.com/bootcampaign
- X / Twitter: https://twitter.com/bootcampaign
- YouTube: https://www.youtube.com/user/BootCampaign
Additional Notes
The holidays are often difficult for many military families who have recently had a permanent change of duty station, are separated because of deployment, or are caring for the health of a wounded, injured or ill service member.
Boot Campaign’s Santa Boots Program unites Americans to show gratitude, meet service members’ needs and strives to alleviate stress and financial burden by delivering specially-curated gifts to veteran and active duty military families nationwide.
Click Here To Learn More About Their “Santa Boots” Work: https://bootcampaign.org/santaboots/
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Note: Raymond James is not affiliated with and does not endorse Boot Campaign.
The dream of retirement has probably been sitting in the back of your mind for years. You have an idea of what you want it to look like. You’ve saved for it. You’ve talked to financial professionals. And all of that is great… but have you done any research and planning about how to avoid common retirement mistakes? In this episode of The Green Zone Podcast, hosts Jeff Green and Lauren Smith share a list of items you may want to consider in order to avoid these “retirement traps” and help ensure you are able to live out your dream retirement. Together, they discuss:
- Why managing your own money, instead of relying on professionals, may not be strategic
- The need for a mix of both conservative and growth-focused investment assets
- Mistakes to avoid when considering when to take Social Security
- How to think about implementing a distribution strategy to help you meet your Social Security benefit goals
- The types of retirement scams they’re seeing out there
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
When you think about long-term investments, you probably focus on stocks, bonds, real estate, funds, and the like. But what about cash? In this episode of The Green Zone Podcast, hosts Jeff Green and Lauren Smith cover some of the key considerations you should be making if you’re pondering the pros and cons of long-term investments in cash. Together, they discuss:
- The reason some folks are prioritizing cash funds in their investment strategy
- Why you must pause to evaluate your near-term and long-term goals and needs
- How to think about a 60/40 principle with regards to your portfolio
- The pros and cons of CDs (and what a “ladder strategy” is)
- Taking the equity risk premium into account
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
A new bull market is underway, but potential recession, heavy inflation, increasing interest rates, war and more are casting dark shadows. You may be more confused than ever about what is going on in the markets and economy and if you feel that way, don’t worry – you’re not alone. In this episode of The Green Zone Podcast, host Jeff Green discusses:
- What’s going on in the U.S. economy and markets
- Why we’re in what’s considered a “skinny Bull market”
- Which industries are leading the way
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Your financial advisor is someone you need to trust. Someone who you know has your best interests front and center. Green Zone Podcast hosts Jeff Green and Lauren Smith want you to find the best advisor for you and your unique financial situation. In this episode, they share some of the biggest mistakes people tend to make when vetting financial advisors and highlight a few best practices for your own search and interview process. Together they discuss:
- The difference between Fee Based and Fee Only Financial Advisors
- What types of backgrounds to look for in a Financial Advisor such as college degrees or other certifications
- Why you may want to consider a Financial Advisor that has a certification such as CERTIFIED FINANCIAL PLANNER®
- How to strategically consider the underlying costs of your investments, your returns, and your fees to find the right mix for you
- Why financial and retirement planning is like a Rubik’s Cube
- Ways to ensure you are getting a holistic financial and retirement plan
- Why it’s strategic to choose a specific advisor as a person over a firm or brand name
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Are you gearing up to travel or take a vacation in the near future? If so, you might want to brush up on a few hacks to ensure a smooth and stress-free trip. In this episode of The Green Zone Podcast, hosts Jeff Green and Lauren Smith share their top tips for traveling that will help save you time, money and frustration – and of course, travel in style. Together they discuss:
Leveraging TSA PreCheck and Clear at airports
- How to check how long airport security lines will be prior to leaving your house
- Using Apple Air Tags to track your luggage
- The best times to book air travel at the lowest prices
- How to find a house or pet sitter
- Being strategic about credit cards that give you travel points
- And more!
Resources
- TSA PreCheck
- Clear
- My TSA App
- Apple Air Tags
- Beis Luggage
- Air Fare Watchdog
- Trusted House Sitters
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Do you ever think about what your life might have been like if you knew then what you know now? So many life choices might have been different when you look at things in hindsight – and that includes financial decisions. In this episode of The Green Zone Podcasts, hosts Jeff Green and Lauren Smith candidly share the financial advice they would tell their younger selves if they could. Together, they discuss how to:
- Start saving more at a younger age by “paying yourself first”
- Leverage credit cards wisely (and be cautious with exactly what you’re signing up for)
- Understand what goes into your Credit Score
- Leverage credit card and travel “points” and cashback rewards
- Invest in your 401k and take advantage of employer contributions
- Develop a strategy around purchasing your company’s stock
- Establish your financial independence from a young age
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Financial planning is not the same for everyone, and those differences are particularly distinct between men and women. Interestingly, according to Raymond James, more than 51% of the personal wealth in this country is controlled by women – and that number is growing. But women often feel less comfortable with their financial independence and even face financial challenges their male counterparts do not. In this episode, Jeff Green and Lauren Smith bring to light some of the unique considerations women may want to take into account for their financial and retirement planning, including:
- Women tend to live longer than men, which may impact when they take Social Security
- Women tend to earn less in their careers over their lifetime, which needs to be factored into financial and retirement plans
- Women tend to be the primary caregivers of children and other family members, which can impact the types of financial decisions they need to make
- Women who are widowed or go through a divorce have unique, specific needs that should be addressed quickly within a window of time
- How working with a financial advisor versed in the unique needs of women, like Lauren Smith, can be incredibly beneficial for tailoring financial planning for women
- And more…
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
March is Women's History Month, a time when we commemorate the social, political, economic and cultural achievements of women. And those big accomplishments have to start somewhere… perhaps it’s at SheSpace, a women’s co-working space and community located in Houston, Texas. Jeff Green and Lauren Smith recently sat down with Stephanie Tsuru, Co-Founder of SheSpace, to learn more about the humble beginnings and big plans for the women of SheSpace. In this conversation, they discuss:
- Why SheSpace felt like a need in the Houston community
- Why women need a dedicated place to learn, study, connect and flourish
- How the co-founders got started – and the ways they’ve pivoted as they’ve grown
- The ways in which SheSpace serves the women of Houston, including multiple levels of membership options
- The intentional build out process for constructing the right atmosphere for the building and how they continue to evolve to meet the needs of their members
- And more!
About Our Guest: Stephanie Tsuru, Co-Founder of SheSpace
Stephanie Tsuru comes from a long line of female trailblazers. Her grandmother, widowed at 55, remained on the family farm in northern Missouri to successfully run the operation through blizzards and droughts. This woman even had the audacity to wear pants! She raised Stephanie’s mother, a small-town farm girl, who at the age of 22, left rural America with her new husband and flew 24 hours to live in Marrakesh, Morocco. Her parents’ wanderlust lifestyle worked out nicely for Stephanie, who was later born on the outskirts of Paris. After working her way through college in a steel mill (hard hat and steel-toed boots included) she piled her belongings into her bluebird-colored car that she purchased with her steel mill earnings and drove 1,300 miles away. (No radio or phone but lots of singing.)
As her 60th birthday approached, Stephanie decided she had the energy, passion and commitment to see another adventure through. In homage to her mother and grandmother and to leave a legacy for her daughters, granddaughters and the deep pool of women in Houston, she decided the time was right for her to launch her first entrepreneurial venture, SheSpace.
Stephanie’s mantra believes in the power of SHE. We will provide a home away from home to build a community of bold, intrepid and fearless women. We will push and lift each other to create, learn, inspire, and grow to be better tomorrow than we are today.
Connect with SheSpace:
- Website: https://shespacehtx.com/
- Instagram: https://www.instagram.com/shespacehtx/
- Facebook: https://www.facebook.com/shespacehtx
- LinkedIn: https://www.linkedin.com/company/shespace/
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Note: Raymond James is not affiliated with nor does it endorse the services of SheSpace.
Inflation is here and it’s no joke. Prices are going up. Returns in the market seem to be going down. And it can be confusing to know how to set yourself up for success. In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith discuss what’s going on with inflation and how each of us as individuals may want to consider approaching our finances during this time. Together they discuss:
- Why do we have inflation?
- The silent effects of inflation
- What types of assets increase in cost and value during inflationary times
- Strategies for the “average Joe” to approach financial management during a recessionary time
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Do you understand how the changes to the Secure Act will affect you? Don’t worry, we won’t ask you to read the 4,155-page document to find out. Instead, Jeff Green and Lauren Smith will discuss some of the key takeaways of the Secure Act 2.0 and how it may impact you in this episode of The Green Zone Podcast. Together they discuss:
- What the Secure Act is and who it applies to
- The updated age for RMDs (Required Minimum Distributions) and how to be strategic about taking yours
- How RMD penalties have been reduced
- The way increased catch-up provisions can benefit you
- Why you may want to consider a larger charitable donation this year
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Please Note: While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. RMD's are generally subject to federal income tax and may be subject to state taxes. Consult your tax advisor to assess your situation. Opinions expressed those of the Jeff Green and Lauren Smith and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice.
In this episode of The Green Zone Podcast, Jeff and Lauren discuss the importance of setting simple yet effective financial goals and resolutions – including how to ensure you pick the ones that are right for you. Together, they discuss ways to:
- Intentionally set aside and save more money
- Leverage credit card points and benefits
- Improve your credit score
- Set and maintain a realistic budget
- Consolidate debt (including credit card debt)
- Rely on apps and technology to help you reach your goals
- And so much more!
Resources
- The Experian Boost
- CreditWise
- Mint App
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
In this special episode of The Green Zone, hosts Jeff Green and Lauren Smith are joined by members of the Green Financial Group team as they share their favorite holiday gifts to both give and receive. If you have been on the fence about what to buy for a loved one this holiday season – or what to put on your own list! –this episode is for you. Tune in to see why these following items made the cut for the GFG Holiday Gift Guide:
- Country Kettle Fudge
- Stainless Steel Kitchen Cutting Board ($40-100)
- Nest Holiday Classic Candle ($46)
- Clutch Portable Phone Charger ($50)
- Artifact Uprising Brass Easel & Calendar ($60)
- Estelle Colored Wine Glasses (Set of 6) ($185)
- Christopher Radko Holiday Ornaments
- Furbo Dog Camera ($200)
- Therabody Theragun Mini ($200)
- iRobot Roomba ($600)
- Therasage Portable Sauna ($1,200+)
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Note: Raymond James is not affiliated with nor does it endorse any of the products or companies mentioned within this podcast.
This episode of The Green Zone podcast is part of a special series to raise awareness of several non-profits that support special populations and their families. Hosts Jeff Green and Lauren Smith hope that once you've heard these stories, you may choose to recognize the work being done with your time and your dollars. In this episode, Jeff and Lauren learn about and discuss:
The PTSD Foundation of America
Interview with David Maulsby, Executive Director of the PTSD Foundation of America
- The mission of the PTSD Foundation of America, which is to bring hope and healing to Combat Veterans and their families suffering from the effects of combat-related Post Traumatic Stress.
- Important facts about PTSD and how it can affect the lives of those who have served in the military as well as their families
- How we can help support their mission
Support the PTSD Foundation of America
How To Donate: https://ptsdusa.org/give-help/
Amazon Smile: https://smile.amazon.com/ Search: PTSD Foundation of America
Website: www.PTSDUSA.org
Instagram: @ptsdfoundationofamerica
Twitter: @ptsdusa
YouTube: @ptsdusa
The Marine Corps Scholarship Foundation
Interview with Ted Probert, President & CEO of the Marine Corps Scholarship Foundation
- The mission of the Marine Corps Scholarship Foundation (MCSF), the Nation’s oldest and largest provider of need-based scholarships for military children
- The impact and ripple effect that these scholarships make for military families
- How we can help support their mission
Support the Marine Corps Scholarship Foundation
How To Donate: https://www.mcsf.org/donate/
Website: https://www.mcsf.org
LinkedIn: Marine Corps Scholarship Foundation
Instagram: @marinescholars
Facebook: @marinescholars
Additional Notes
- The MCSF scholarship application opens on January 1st. Children of Marines and Sailors who served with Marines are encouraged to apply. More information about eligibility can be found here: https://www.mcsf.org/apply/eligibility/
- MCSF At A Glance One Pager
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Note: Raymond James is not affiliated with and does not endorse the PTSD Foundation of America or the Marine Corps Scholarship Fund.
This episode of The Green Zone podcast kicks off a special series to raise awareness of several non-profits that support special populations and their families. They hope that once you've heard these stories, you may choose to recognize the work being done with your time and your dollars. In this episode, Jeff and Lauren learn about and discuss:
The Cystic Fibrosis Foundation
Interview with Courtney Egan
- The mission of the Cystic Fibrosis Foundation, the world's leader in the search for a cure for CF
- Important facts about Cystic Fibrosis and how it affects individuals and families
- The personal story of Courtney and her daughter, who has Cystic Fibrosis
- How we can help support their mission, particularly in Green Financial Group’s home base of Houston, Texas
Support the Cystic Fibrosis Foundation
How To Donate: https://www.cff.org/give-monthly
Website: www.cff.org
Facebook: https://www.facebook.com/CFFTXGulfCoast
Instagram: @cff_texasgulfcoast or @cf_foundation
Twitter: @CFF_Houston or @CF_Foundation
Upcoming Events in the Houston area:
- November 15, 2022: Houston Great Strides at the Houston Zoo
Gigi’s Playhouse (Sugarland, Texas Location)
Interview with Ammie Blahuta
- The mission of GiGi’s Playhouse, a network of Down Syndrome Achievement Centers that provides support for people with Down syndrome and their families.
- Important facts about Down Syndrome and its impact on people’s lives
- The personal story of Ammie and her daughter, Sadie, who has Down Syndrome
- How we can help support their mission, particularly in Green Financial Group’s home base of Houston, Texas
Support GiGi’s Playhouse
How To Donate: Visit their website and click DONATE in the menu
Website: https://gigisplayhouse.org/sugarland/
Facebook: GiGi’s Playhouse Sugarland
Instagram: @gigisplayhousesugarland
Upcoming Events in the Houston area:
- April 29, 2023: Fun Run
- March 10, 2023: Fashion Show
- March 21, 2023: World Down Syndrome Day
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Note: Raymond James is not affiliated with and does not endorse the Cystic Fibrosis Foundation or GiGi’s Playhouse.
Earlier this year, Jeff Green and Lauren Smith interviewed Sharon Birkman, the CEO of Birkman International, about finding your “why” using their proprietary social and psychological assessment, the Birkman Assessment. Since then, Jeff and Lauren have each taken the Assessment and personally debrief with Sharon. In this episode of The Green Zone Podcast, Jeff, Lauren and Sharon come back together to discuss:
- What the Birkman Assessment is
- Why the Birkman Assessment is a great tool for retirees as they consider the next phases of their lives
- Jeff and Lauren’s individual Birkman Assessment results
- How we can all can leverage the Birkman Assessment to work better together
Resources
- Want to take The Birkman Assessment? Email Sharon directly: sbirkman@birkman.com
- Understanding The Birkman’s Colors
Connect with Sharon Birkman
- Email Sharon: sbirkman@birkman.com
- Call Birkman: 800-215-2760
- Birkman International Website
About Our Guest: Sharon Birkman, CEO of Birkman International
As the daughter of company founder and influential industrial-organizational psychologist Dr. Roger W. Birkman, Sharon Birkman cultivated her deep expertise in human perception and organizational behavior through her lifelong interest in The Birkman Method.
Sharon, CEO of Birkman International, has been recognized with a multitude of awards, including EY’s Entrepreneur of the Year, the Women President’s Organization’s Mary Lehman MacLachlan Award, National Best and Brightest Places to Work For, and the Houston Business Journal’s Women Who Mean Business Award.
In addition to her responsibilities at Birkman, Sharon volunteers her services as a Board Member of Houston Public Media, Goodwill Industries of Houston, and a long-time Board member for ESCAPE Family Resource Center. Sharon co-authored the book “The Birkman Method: Your Personality at Work” and authored the book “Creatures of Contact” by ForbesBooks.
Birkman International is an industry-leading behavioral and occupational assessment company founded by innovative organizational psychologist Dr. Roger W. Birkman in 1951.
The Birkman Method remains a preferred instrument to better understand interpersonal dynamics through positive psychology. It is used widely in the fields of career and life coaching, leadership development, human resources management, and organizational design today.
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
2022 has been a volatile, tumultuous year for the market. As we move into the final quarter, Jeff Green and Lauren Smith offer up their opinions on what’s going on and how to think about that based on the timing of market and economic cycles. Together they discuss:
- Why they believe we’re not currently in a Recession (and when it may be coming)
- What types of investments that are generally strategic for: Bear Markets, Bull Markets & Recessions
- The differences between Economic Cycles vs. Market Cycles
- Different sectors that tend to do well in various types of markets and cycles
- And more!
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Your retirement is one of the most important things you’ll ever plan for. And because of that, the thought of any risks can weigh heavily on our minds. Do you know the top risks to consider as you approach retirement?
In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith discuss what they feel are the top six financial and retirement risks that folks need to think about – and have a plan for addressing. Together, they discuss:
- Inflation
- Longevity Risk
- Health & Long-Term Care Risk
- Stock Market & Home-Price Market Risk
- Tax Policy Risk
- Policy Risk
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
October is Cybersecurity Month. Most of the time when we are talking about cybersecurity in the financial services and retirement planning industry, we are thinking about financial fraud, identity theft, and other scams that might affect the elderly. But what about our children and teenagers we know, who lead very public digital lives and are just as susceptible – maybe more – to nefarious things happening online?
In this episode of The Green Zone Podcast, Jeff and Lauren talk to Rania Mankarious, CEO of Crimestoppers Houston and Author of “The Online World: What You Think You Know & What You Don’t,” about the important (and shocking!) things parents, grandparents, teachers and caregivers need to know about what’s going on in the online world for our kids and teens. Together, they discuss:
- The origins and impact of Crimestoppers Houston
- The types of crimes and predators our children could potentially be facing online, from as early as elementary school and into their 20’s
- The critical mindset shifts parents and caregivers need to make in order to adjust to and navigate our increasingly digital world
- Tactics caregivers can adopt to more effectively communicate with and keep our children safe online
- And more!
Note: Raymond James is not affiliated with and does not endorse the services of Rania Mankarious or Crimestoppers Houston.
Podcast recorded on 9/1/22.
Resources:
- Rania’s Book: “The Online World: What You Think You Know & What You Don’t”
- Rania’s Podcast: “The Balanced Voice”
- Crimestoppers Houston:
- Website
About Our Guest: Rania Mankarious, CEO of Crimestoppers Houston, Author & Podcast Host
Rania Mankarious is a writer, on-air analyst, and CEO of Crime Stoppers Houston. Lover of people, their stories and our future, she has been seen and heard on national/local TV and radio for over a decade as a legal, family, crime, mental health, and parenting expert. She has a weekly column: Sunday Mornings with Rania and is the host of The Balanced Voice Podcast. A widely recognized face and voice, Mankarious has been known to break stories locally and nationally that hit the core of what women and families care about.
Connect with Rania Mankarious:
- Facebook: @RaniaMankarious or @TheRaniaReport
- Instagram: @TheRaniaReport
- Twitter: @TheRaniaReport
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
The years you spend in retirement are supposed to be your “golden years.” A time to fulfill your dreams. Relax, travel, study, volunteer, or hang out with your family. Basically, a time to do whatever you want to do. But the first step is getting there. Do you have a plan?
In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith cover some of the most frequently asked questions they get about strategic planning for retirement, including:
- Can I afford to retire?
- What does retirement look like for me?
- Where will my money come from in retirement?
- How do I grow my money when I’m retired?
- And more!
Resources
- Your Pre-Retirement Checklist
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
- Schedule A Call With Jeff or Lauren
Do you know what motivates you? Do you know what fulfills you? Do you know what your “why” is?
These are big questions, but the Birkman Method can help you answer them with confidence (and it’s backed by 70+ years of data). This 30-minute assessment helps individuals understand their motivation, self-perception, social perception and mindset – and how to leverage each of these things to find more satisfaction in their lives.
In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith sit down with Sharon Birkman, CEO of Birkman International, for an in-depth and eye-opening discussion on how Birkman can help us plan for a fulfilling future – especially with retirement in mind. They discuss:
- The fascinating origin story of Birkman International
- What the Birkman Assessment is and how it’s different from others, such as DISC and Myers Briggs
- How the Assessment is used with companies and individuals
- How you can use the Birkman to plan for a fulfilling retirement centered around your “why”
- And more!
Note: Raymond James is not affiliated with and does not endorse the services of Sharon Birkman or Birkman International.
Resources
- Want to take The Birkman Assessment? Email Sharon directly: sbirkman@birkman.com
- Understanding The Birkman’s Colors
Connect with Matt McGuire
- Email Sharon: sbirkman@birkman.com
- Call Birkman: 800-215-2760
- Birkman International Website
About Our Guest: Sharon Birkman, CEO of Birkman International
As the daughter of company founder and influential industrial-organizational psychologist Dr. Roger W. Birkman, Sharon Birkman cultivated her deep expertise in human perception and organizational behavior through her lifelong interest in The Birkman Method.
Sharon, CEO of Birkman International, has been recognized with a multitude of awards, including EY’s Entrepreneur of the Year, the Women President’s Organization’s Mary Lehman MacLachlan Award, National Best and Brightest Places to Work For, and the Houston Business Journal’s Women Who Mean Business Award.
In addition to her responsibilities at Birkman, Sharon volunteers her services as a Board Member of Houston Public Media, Goodwill Industries of Houston, and a long-time Board member for ESCAPE Family Resource Center. Sharon co-authored the book “The Birkman Method: Your Personality at Work” and authored the book “Creatures of Contact” by ForbesBooks.
Birkman International is an industry-leading behavioral and occupational assessment company founded by innovative organizational psychologist Dr. Roger W. Birkman in 1951.
The Birkman Method remains a preferred instrument to better understand interpersonal dynamics through positive psychology. It is used widely in the fields of career and life coaching, leadership development, human resources management, and organizational design today.
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Most folks would agree the car buying and leasing experiences leave a lot to be desired. The sales spiel, the haggling, the game-playing… it can just feel like such a hassle. But what if it doesn’t have to be?
In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith sit down with Matt McGuire, Owner of LeasePro, an independent auto sales and lease company that provides a truly customer-driven experience. Together, they discuss:
- How LeasePro has disrupted the auto sales market to bring cars straight to the buyers
- The advantages and disadvantages of leasing versus buying
- How Covid affected the auto sales industry and what ripple effects we’re still seeing today, including the skyrocketing prices and supply chain issues
- And more!
Note: Raymond James is not affiliated with and does not endorse the services of Matt McGuire or LeasePro.
Resources
- White Paper: "I, Pencil"
Connect with Matt McGuire
- LeasePro Website
- Email: mmcguire@leasepro.com
- Call or Text: (713) 444-7362
About Our Guest
LeasePro was established in 2010 by Matthew McGuire who is a licensed dealer and auto facilitator in the State of Texas. Matt started this independent auto lease company to provide an experience based entirely on the principles of customer service and value. As a hands-on owner, Matt has been recognized as a top salesperson throughout his career and has received numerous sales and customer service awards. Matt’s 23 years of experience in sales, leasing, and finance of both new and pre-owned vehicles helps solidify LeasePro as an expert in the automotive sales and leasing arena. Matt and his wife Melissa reside in Friendswood and treasure cheering and supporting their 3 active children in various sporting activities.
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
These days, it feels like everywhere we look, we see messages of doom and gloom. We are constantly being told by the media that the markets, politics and even our safety are at risk. But instead of letting yourself go down a rabbit hole of negativity, Jeff Green and Lauren Smith want to encourage you to remember this: America is still the greatest country in the world. And good things are happening every day, even if they don’t make the headlines in the news.
In this episode of The Green Zone Podcast, Jeff and Lauren discuss:
- Why it’s easy to get overwhelmed with negativity and what we can do to combat it
- How America’s contentious politics are at the core of who we are as a country
- What Plenty and SpaceX have to do with their positive outlook on the future of our nation
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
Even in turbulent financial times, the one thing you can always count on is a sound financial plan – and advisors who help you pivot with and understand the ever-changing market. In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith talk about the importance of financial planning today with tomorrow in mind.
Jeff and Lauren share:
- The true story of a real financial planning client
- How the right type of financial planning now can yield results later
- Why it's important to know your retirement goals and values – even if you're years away
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
There’s no doubt the current market is ugly. We have fielded many calls from concerned clients -- and understandably so. With everything you hear on the news these days, it can feel like the sky is falling. But is a recession really coming? We'll cover that and more in this episode of The Green Zone Podcast.
Jeff and Lauren discuss:
- Why they do NOT believe a recession is coming in 2022
- What bottoming out indicators they've been tracking and what's going on with them today
- How much longer they expect to see market volatility
- Why you should take what the media is saying with a grain of salt
- Real conversations they've been having with clients around the current market conditions
Connect With Green Financial Group:
- jeff@greenfinancialgrp.com
- (713) 244-3030
- Schedule A Call With Jeff or Lauren
- Green Financial Group
- LinkedIn: Jeff Green
- LinkedIn: Lauren Smith
As a parent, you want to support your kids to get them started in life. But how do you know when you're giving them too much financial support?
In this episode, Jeff Green and Lauren Smith provide tips and tricks to help parents support their college graduates as they transition for what’s next without going over budget.
Jeff and Lauren discuss:
How you can destroy your retirement by helping your children financially The value of teaching your children about how money works The importance of your children learning how to budget And more
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Schedule A Call With Jeff or Lauren Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
There will eventually come a time when you pass away but that doesn’t mean you should wait until then to start building a comprehensive estate plan.
In this episode, Jeff Green and Lauren Smith discuss 10 things you should know about estate planning and will be your guide to making confident decisions about your estate planning.
Jeff and Lauren discuss:
How an estate planning attorney can help you The value of using an online cloud-based digital storage to store important documents Why it is important to consider who you are assigning as your beneficiaries And more
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Schedule A Call With Jeff or Lauren Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
Raymond James and its advisors do not offer legal advice. You should discuss any legal matters with the appropriate professional.
Language is a beautiful thing as it can seamlessly morph and adapt to changing times, but sometimes as older folks, it can be a little tough to understand the lingo of the younger crowd.
In this episode, Jeff Green and Lauren Smith identify the meaning of some investing terms used by younger people. They also share where these terms are originating from as more younger people are starting to invest their money into the stock market.
Jeff and Lauren discuss:
How Reddit has influenced the investing terms used by young people Investing terms you should know to understand what your kids are talking about How you can compare original investing terms to the current lingo being used And more
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Schedule A Call With Jeff or Lauren Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
Most people can agree that they’re concerned about college education planning and ultimately paying for the cost of college.
A 529 plan is a great tool in helping you reach your education savings goal.
In this episode, Jeff Green and Lauren Smith talk with Ryan White, CIMA® a director of product management at Columbia Threadneedle Investments, US. You will learn why a 529 plan is a simple way to save for all educational related expenses, and what your three options are if you still have money in your 529 account after college.
Ryan discusses:
The basics of 529 planning How a FAFSA will calculate your eligibility for financial aid The opportunities for tax benefits that set a 529 apart from other vehicles And more
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Schedule A Call With Jeff or Lauren Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
Connect With Ryan White:
LinkedIn: Ryan White Columbia Threadneedle US
About Our Guest:
Ryan White, CIMA®, is an experienced financial services professional with a demonstrated history of success in distribution, product management, and relationship management in the asset management industry.
As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover college costs as anticipated. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents. Investors should consider, before investing, whether the investor’s or the designated beneficiary’s home state offers any tax or other benefits that are only available for investment in such state’s 529 college savings plan. Such benefits include financial aid, scholarship funds, and protection from creditors. The tax implications can vary significantly from state to state.
It might feel good to just up and retire from your job without any plan. But that may not be the smartest choice.
In this episode, Jeff Green and Lauren Smith talk about the ‘pre-retirement checklist’ they have created for their clients and how it can change their entire experience of the retirement lifestyle. They also go into detail about the difference between clients that have used this plan far in advance and clients who have used this a little later in the game.
Jeff and Lauren discuss:
Their personally constructed retirement checklist How to establish your values in retirement to help you stay fulfilled after your working years are over Why it is important to be discussing your retirement plans, aspirations, and wants early-on with your spouse The strategy of picking a specific date to have your goals established for retirement And more
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
Everybody has their own personal experiences which helped them kick start their career in the financial industry.
In this episode, Jeff Green and Lauren Smith talk with Melanie Knight, director of operations and client services at Green Financial Group, to discuss her experience going directly from college to starting her career at Green Financial Group.
Melanie discusses:
The responsibilities of client service within Green Financial Group The typical day working as a financial professional The environment of graduating college during Covid and how different it is compared to pre-pandemic years How she finds balance between work and everyday life And more!
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
Connect with Melanie Knight:
LinkedIn: Melanie Knight
About Our Guest:
Melanie Knight is one of those people who just like to get things done. As the Director of Operations and Client Services at Green Financial Group, she does just that while supporting clients and their families with important administrative and clerical tasks, directing the team’s internal operations, and serving as a friendly liaison for clients. She finds an immense amount of satisfaction in helping a client with any issue, small or large, from opening new accounts to facilitating money transfers to helping generate annual reports.
Having conversations about family wills can be tough. How do you start that conversation from one family to another?
In this episode, Jeff and Lauren share some advice surrounding the later stages of life and what they entail in terms of finances. They also highlight how discussing these things, despite how morbid they may sound, is so important and will benefit everyone in the long run.
Jeff and Lauren discuss:
The important discussions about wills that should happen between parents and children in the parents’ later stages of life The importance of uploading, saving, and giving access to financial wills to other family members How medical directors can serve your best interest in the future How they extend their relationships with clients and allow themselves to be a resource to many families And more!
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
Spouses can oftentimes be surprised by the changing dynamic of their marriage in retirement.
In this episode, Jeff Green talks with Dr. John Vincent a psychologist and a marriage and family therapist to discuss what marriage can look like when one or more spouses have retired. They also highlight the importance of communication between each partner when outlining financial goals before and during retirement.
Dr. John Vincent discusses:
What issues can generate conflicts between a couple How the transition from working full-time to retiring can affect a marriage The conflicts that can arise once both spouses have retired outside of financial affairs What possibilities open up once both spouses have entered the retirement stage And more!
Connect with Dr. John Vincent:
jvincent@central.uh.edu
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
What does it take to make the new year different? How do you hold yourself accountable for the changes you want to make?
In this episode, Jeff Green and Lauren Smith reflect on their past year at Green Financial, and they share their goals for the upcoming year. They also talk about the process of planning, not only for retirement but other financially-demanding times throughout the year.
Jeff and Lauren discuss:
Healthy financial habits for all income scenarios How to continue your good habits throughout the whole year Planning for more than just retirement Why you shouldn’t wait until you’re retired to tackle your bucket list And more!
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
There is no doubt that the pandemic made an impact on everyone’s lives in some way, shape, or form. This becomes increasingly clear when you look at the state of the market, inflation rates and national spending practices.
In this episode, Jeff Green and Lauren Smith evaluate the concerns that the people of America have been having regarding government spending throughout the pandemic, the effects of inflation, and how the stock market has been more unpredictable than ever.
Jeff and Lauren discuss:
The trends of the stock market throughout the various stages of the pandemic Whether or not the market is under or overvalued at this current moment in time The effects of inflation on the everyday investor And more!
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
Holiday traditions are very important to keep us close with our loved ones and to create memories that will last a lifetime.
In this episode, Jeff Green and Lauren Smith speak with some of the team members at Green Financial Group—Hillary, Claire, and Melanie. They discuss some of their favorite holiday family traditions and some of the fun memories they have made over the years.
The Green Team discuss:
The fun tradition of elf on the shelf The relaxing tradition of having an adult christmas The creative tradition of finding new recipes for baked goods The enjoyable family gatherings with family karaoke The tradition of watching the thanksgiving day parade And more
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
You may have a pretty good handle on your finances. But have you shared that information with your family?
In this episode, Jeff Green and Lauren Smith talk about suggestions for documenting the details of your finances so your family can access this information in case of an emergency. They share tips for ways to share this information, and explain why you should be having this conversation before it’s too late.
Jeff and Lauren discuss:
The purpose of the ‘family phone call’ The helpful resource of a cloud-based vault and the ability to designate trusted contacts The importance of writing down contact information to your; financial advisor, estate attorney etc. Why you should be having the estate planning conversation with family And more
Resources:
The Green Zone: 35. Your Cyber Security Mindset
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
Giving comes in many forms—it can be time, talent, or treasure, but most importantly, giving should come from the heart.
In this episode, Jeff Green and Lauren Smith speak with Kendall Monroe, chief advancement officer at the Kidney Cancer Association and co-founder and director of development of The Way Home Adoption. Kendall discusses her role in each of the organizations, and how the organizations give back to help people in the global community.
Kendall discusses:
How each of the organizations help the Houston community and around the world How to evaluate your options for charitable gifting Her job as a certified charitable financial planner The most important things to look for when it comes to charitable giving And more
Resources:
Kidney Cancer Association The Way Home Adoption
Connect With Kendall Monroe:
LinkedIn: Kendall Monroe
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
CYCLE Houston is a nonprofit charity organization that uses bicycles to motivate kids to reach defined academic goals.
Their goal for 2021 is to build 10,000 bicycles—and you can help.
In this episode, Jeff Green and Lauren Smith talk with Rebecca Roberts, executive director and Glenn Okuma, webmaster at CYCLE Houston. They share how their charity began, it’s mission, and how it is growing to help Houston children and students.
Rebecca and Glenn discuss:
How CYCLE began and the overall mission of the organization How this organization helps children reach their defined academic goals and how many bicycles they make in a year How supply chain distributions have affected the organization And more
Resources:
CYCLE Houston ExxonMobil
Connect With Rebecca Roberts and Glenn Okuma:
LinkedIn: Rebecca Roberts LinkedIn: Glenn Okuma
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
“A goal without a plan is just a dream.”
You will not be able to live your dream retirement without a proper financial plan in place.
In this episode, Jeff Green and Lauren Smith discuss the important things to think about as you plan for retirement. They recommend what actionable steps you could be taking now to plan for your dream retirement in the future.
Jeff and Lauren discuss:
The value of using a bucket list to live out your dreams in retirement The factors you need to consider when you decide when to start taking Social Security The importance of planning when deciding on your retirement date Why you should use your time before retirement to focus on your budget and cashflow And more
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
Our personal lives have become so entwined with the internet with online banking, online shopping and much more! This means our personal information is much more vulnerable to identity theft.
Last year, over 14 million people were victims of identity theft––are you next?
In this episode, Jeff Green and Lauren Smith share some cyber security tips you can implement to keep your sensitive information safe and secure.
Jeff and Lauren discuss:
How to protect yourself against cybersecurity threats by using a private email address for sensitive accounts The added level of security protection by using proper password protection––and two-step verification Why and how you can avoid using public wifi Tips to secure your home wifi network And more
Resources:
Last Pass Diceware.com
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
No matter their age, your children will always look to you for advice and to learn those essential life skills that everyone should know before they’re on their own.
In this episode, Jeff Green and Lauren Smith discuss some of the life skills, and financial knowledge you should be teaching your kids that will set them up for life. They share advice and their personal experience with teaching and learning these essential skills for life.
Jeff and Lauren discuss:
Why you should teach your children the essential life skills like changing the batteries in a smoke detector or changing a tire on your car The feeling of teaching your children how to grill, pitch a tent, camp in nature, and start a fire The financial skills you should ensure your children know before they go to college And more
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
The team at Green Financial Group is passionate about helping those in the oil and gas sector take command of their finances. But each team member has their distinct role and specific passion, and we want you to get to know them!
In this episode, Jeff Green and Lauren Smith are joined by Claire Holmes, Marketing & Strategy Consultant and founder of Double H Design Co. and Mama Collaborative. Claire discusses how she helps the Green Financial Group team with productivity, time management, accountability, and processes behind the scenes within the company.
Claire discusses:
Why time management is the key to success Two of her top time management techniques she teaches to help you get your jobs done The types of jobs she’s worked at––and how she ended up owning two of her own companies How her interests are fulfilled through her own work And more
Resources:
Productivity Planner Microsoft To Do List App
Connect With Claire Holmes:
LinkedIn: Claire Holmes Instagram: Double H Design Co. Facebook: Double H Design Co. LinkedIn: Double H Design Co. Instagram: Mama Collaborative Double H Design Co.
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
About Our Guest: Claire Holmes’ goal is to help others achieve their goals. Whether that is helping a company develop and execute a thoughtful marketing strategy, writing professional bios that exude authenticity, or leveraging my creativity to develop custom photo books and slideshows. She is a (Type A) Jane of All Trades who likes to get things done. A perfectionist to her core, she is extremely detail-oriented, works hard to get the job done, and is always looking for ways to add more value for her clients.
The biggest mistake you can make is to wait to start planning for your college savings. The process may be much more complicated than you expect, and it’s important to have time on your side.
In this episode, Jeff Green and Lauren Smith share their insights about the college planning process and what you should keep in mind as you save money for your child’s education.
Jeff and Lauren discuss:
The average fees and tuition costs for college students The variety of sources your college money can come from How to find out if your child qualifies for financial aid How family members and friends can contribute to a child’s education And more
Resources:
Net Price Calculator FAFSA EFC Calculator
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
We’ve gotten a taste of the post-COVID life. What are you planning to do, as the restrictions continue to lift?
In this episode, Jeff Green and Lauren Smith take a look at the recovery of the economy with high-frequency data numbers. They also share some of the effects of supply, demand, and inflation right now for consumers.
Jeff and Lauren discuss:
High frequency data comparing numbers from the box office, hotel occupancy, TSA checkpoint data The rising cost of flights for consumers What reverse inflation is––and why inflation is here The existing demand for rental cars with shortage in supply And more
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
“Tax codes are written in pencil.” Taxes never go away but the rules and regulations around them are not set in stone.
In this episode, Jeff Green and Lauren Smith share what you can potentially expect for the tax changes in the coming year under the Biden Administration. They share the little things to consider along the way for your tax planning.
Jeff and Lauren discuss:
The potential increase in top ordinary income tax rates The potentially high jump in capital gains What the elimination of the step up in basis at death could look like And more
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
Children are not getting the financial education in school that they need before they enter adulthood. But there are a few things you can do as a parent to help prepare your children for financial success before they are on their own.
In this episode, Jeff Green and Lauren Smith share some tips to help parents get into the mindset of preparing their children before they enter the financial world.
Jeff and Lauren discuss:
Why your children need to build a credit history The importance of teaching your children to have a sense of savings Why your children should be aware of good debt and bad debt The idea of networking to make connections And more!
Resources:
The Green Zone: 25. Tech Tools to Make Your Life Easier
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
We all have those burning questions about planning for retirement. One of the most commonly asked questions that people want to know is, “Should I pay my house off before I retire?”
In this episode, Jeff Green and Lauren Smith talk with Jim Chaplin, vice president/senior mortgage loan originator at Elite Lending Group to get his perspective on the topic.
Jim Chaplin discusses:
The items to take into consideration before deciding to pay off your mortgage before retirement The backseat figures of making the decision The state of the real estate market right now and how this may impact your decision And more
Connect With Jim Chaplin:
jim@elgtexas.com (832)444-1952
Connect With Green Financial Group:
jeff@greenfinancialgrp.com (713) 244-3030 Green Financial Group LinkedIn: Jeff Green LinkedIn: Lauren Smith
About Our Guest:
Jim Chaplin: Jim Chaplin has a total of 30 plus years of real estate related experience. Licensed Texas Real Estate Broker since 1974 which makes him very familiar with promulgated contract documents. Specialties include, lot loans, and construction loans as well as a wide range of mortgage products.
How will you step up when the time comes to fully support an aging relative? This is a question that will face more and more people as science and medicine continue to extend human life expectancy.
In this episode, Jeff Green and Lauren Smith hit a few of the hot points to help you begin having these tough conversations with family members about their wishes and plans.
We discuss:
How to start thinking about the recipient’s needs Why it’s important to make decisions and have documents in place before cognitive impairments become overwhelming How to prioritize your mental and physical health as a caregiver And more!
Tune in as Jeff and Lauren help you to start thinking about a caregiving plan for your aging relatives!
Resources: Green Financial Group: (713) 244-3030 | Jeff Green | Lauren Smith
Spring is finally here! And do you know what that means?
It’s spring cleaning time!
In this episode, Jeff Green and Lauren Smith are joined by Carroll Cartwright and Paige Ebanks of Neatly Houston to discuss how they put a fresh perspective on organizing, styling and moving to clean and tidy your home. Rudy Vierra of SteaMyCar joins in on the conversation to share how your car can get the best wash and interior clean it has ever had.
We discuss:
The process for having Neatly come clean your home Tips to help get you into the spring cleaning mindset The eco-friendly car wash process service by SteaMyCar The types of services offered by SteaMyCar And more!
Tune in to learn how you can outsource to save time and avoid the spring cleaning most of us dread!
Resources: Green Financial Group: (713) 244-3030 | Jeff Green | Lauren Smith | Neatly | SteaMyCar: (832) 308-8400
In a world full of technology, there are many tools and apps that can help make your life easier and more entertaining.
In this episode, Jeff Green and Lauren Smith take a little break from finance and explore the world of technology. In this fun-packed episode, they discuss many different types of apps they find useful and explain the functionality of each one of the apps.
We discuss:
Two business-related tools to help you at work Two travel-related tools to use when you’re planning your next trip Two cybersecurity tools to keep you protected Four health and wellness tools to stay mentally and physically healthy And more!
Join Jeff and Lauren as they share the specifics of each tool, how they work and why they love them!
Resources: Resources: Green Financial Group: (713) 244-3030 | Jeff Green | Lauren Smith | Raymond James | Blinkist | TripIt | Timeshifter | noMorobo | LastPass | WaterMinder | PillBoxie | Peloton | Calm | Vivino | RunPee | Furbo |
Change can be a good thing. However, the uncertainty of moving forward can spark fear and create stress.
This is especially true with major transitions, like retirement.
In this episode, Jeff Green and Lauren Smith sit down with Cindy Wylie, a career and life transition coach, to explore how coaches can make this transition easier for you as a new retiree. They reveal how a coach can help you identify your values early on and ways they can help ease you into retirement.
In this episode, we discuss:
A coach’s role around the transition from work to retirement The importance of identifying your personal values How someone like Cindy can help you through transition into retirement And more!
Join Jeff, Lauren, and Cindy to learn how you can benefit from hiring a coach for your retirement!
Resources: Green Financial Group: (713) 244-3030 | Jeff Green | Lauren Smith |(713) 562-5566 | Contact Cindy
Tax season has rolled around once again!
Get ready to kick-off your tax season with this information-packed episode with Jeff Green and Lauren Smith. They discuss some of the recent tax changes you might want to be mindful of this year while breaking down the tax strategies clients are asking about most these days.
In this episode, we discuss:
The new IRA contribution age limit Why you need to know about spousal IRAs Updates to IRA contribution limits this year Qualified charitable distributions And more!
Join Jeff Green and Lauren Smith now to learn about the latest considerations that will help you file your taxes this year!
Resources: Green Financial Group: (713) 244-3030 | Jeff Green | Lauren Smith
Most people don't realize they don't have insurance coverage until it’s too late!
We don’t want you to be one of those people.
To help you get a jump start on your insurance know-how, Jeff Green and Lauren Smith welcome Marissa Sweet from Sweet Insurance Services for today’s episode. In this insightful discussion, Marissa reveals ways you keep insurance top of mind so that you’re protected in the case of the unexpected.
In this episode, we discuss:
Marissa’s services and why Green Financial Group started working with her Why you don’t want to be on autopilot with your insurance What makes Marissa stand out in the insurance landscape How professionals like Marissa can guide you around your coverage And more!
Join Marissa, Jeff, and Lauren now to learn about an insurance experience that could bring a new layer of protection to your life!
Resources: Green Financial Group: (713) 244-3030 | Jeff Green | Lauren Smith | Sweet Insurance Services: (832) 533-8027
Setting up your future takes time, knowledge, and expertise. This is especially true when planning for retirement.
However, when you hire a financial advisor, figuring out how and when you can retire becomes a lot easier.
In this episode, Jeff Green and Lauren Smith reveal the tools they use to help clients answer the question, “When can I retire?” Plus, they discuss their answers to other commonly asked wealth planning questions and share ways you can start preparing for retirement today.
In this episode, we discuss:
How Green Financial Group conducts feasibility studies to evaluate your retirement timeline When most people start to plan for retirement How to get the highest value for your Social Security Whether it’s ideal to pay off your house And more!
Join us today to learn Jeff Green’s and Lauren Smith’s advice around planning for your retirement!
As we continue through the COVID-19 pandemic and see a new administration enter the White House, what might investors see in 2021 when it comes to the stock market?
In this episode, join Jeff Green and Lauren Smith as they share an open conversation around their thoughts about the coming year based on the current economic, political, and social climate. They chat about pressing demands for more COVID-19 relief for consumers and businesses and reveal the impact this year might have on various industries.
In this episode, we will discuss:
What’s happening in the stock market How industries like tech and oil industries might fare this year How tightening regulations are impacting the stock market The best way to stay proactive in the market And more!
Join us today for Jeff Green and Lauren Smith’s perspective on the economy and stock market in 2021!
Resources: Green Financial Group: (713) 244-3030 | Jeff Green | Lauren Smith
Along with a new year comes a new administration in Washington. What will the arrival of a Biden White House mean for investors across America?
In this episode, explore this and more with Jeff Green and Lauren Smith. Join them as they discuss and assess the current economic and political outlook and share what investors could expect to see in 2021.
In this episode, we will discuss:
The possibility and impact of a split congress Effects of high corporate taxes About Biden’s green agenda What Green Financial Group sees for healthcare And more!
Join us today for Jeff Green and Lauren Smith’s predictions of what lies ahead!
Resources: Green Financial Group: (713) 244-3030 | Jeff Green | Lauren Smith
Have you taken some time to reflect on what you are thankful for as this hectic year comes to a close?
In this episode, Jeff Green and Lauren Smith take some time to speak about what they are thankful for as this year comes to an end, and share with you some of the things that make them so happy to be a part of the team at Green Financial Group.
In this episode, we will discuss:
Jeff’s feelings of gratitude toward his team Jeff’s role as being a leader to his team How technology has been present in their team before and through the pandemic The changing dynamics at Green Financial Group And more!
Join us today as we take time to reflect on what we are thankful for as 2020 comes to an end.
Resources: Green Financial Group: (713) 244-3030 | Jeff Green | Lauren Smith
Are you prepared to take your next luxury trip?
How might COVID-19 impact your travel plans?
In this episode Jeff Green and Lauren Smith sit down with Maddy Foxx Moffitt, a travel advisor with MFM Luxury Travel. Together, they explore the new travel challenges and restrictions that have come with COVID-19 and discuss the rapid changes the travel industry has seen in 2020.
In this episode you will learn:
The current state of travel in the United States and abroad Why RV rentals are becoming increasingly popular Recommended places to travel under the current restrictions COVID-19 laws for going into a country as a traveler And more!
Tune in today to learn how you can safely travel during COVID-19!
Resources: Green Financial Group: (713) 244-3030 | Maddy Moffitt on LinkedIn | MFM Luxury Travel
One of the best tools you can use to achieve the retirement you want is a comprehensive retirement plan.
This is especially true when it comes to making the most of your retirement tax picture.
In this episode, Jeff Green and Lauren Smith outline ways retirement planning can make all the difference when it comes to your taxes. They discuss retirement tax planning strategies and share ways you can update your retirement plan to optimize your financial future.
In this episode, you will learn:
Ways to take advantage of tax deferral opportunities How to decide when to take action with your Social Security Why you should consider doing a Roth IRA conversion How a cash flow analysis can help you with your retirement distribution strategy And more!
Tune in today to learn how retirement planning can help you reduce your retirement taxes!
Resources: Green Financial Group: (713) 244-3030
With 2021 quickly approaching, many are ready to say goodbye to 2020 and all of its ups and down.
But before you start celebrating the new year, there is still some planning to do — especially around your IRA accounts and the tax advantages they offer!
In this episode, Jeff Green and Lauren Smith break down some of this year’s big changes to IRA accounts and how they might impact you. They also share ways you can take advantage of retirement account tax strategies to end the year with your best foot forward.
In this episode, you will learn:
How required minimum distributions changed in 2020 Why you should consider Roth conversions How to qualify for Coronavirus-related distributions About SEPP payments And more!
Tune in today to learn how you can optimize your retirement accounts for the new year!
Resources: Green Financial Group: (713) 244-3030
No matter the outcome of this year’s contentious national election, it’s important to look after your financial future with a calm and reasonable attitude.
In this episode, Jeff Green and Lauren Smith will serve as your guides for your post-election investing. Together, they share tips for navigating investing after the election and share how the markets tend to react under different presidential administrations.
In this episode, you will learn:
How previous elections have impacted the markets What you should do with your investing after the election How the misery index can indicate presidential outcomes Ways to avoid knee-jerk investing reactions And more!
Tune in today to learn how you should move forward with your investing after this year’s election!
Resources: Green Financial Group: (713) 244-3030
With more and more of our personal information living online, how can you keep your essential information safe and secure?
In this episode, Jeff Green and Lauren Smith review strategies and techniques to help you protect your information and identity online. Together, they also share key steps you can take to guard yourself, and your finances, from harm.
In this episode, you will learn:
How to create and set up a strong password What a password template is — and how to develop one How you can protect your bank account information How to protect yourself from scammers and spams And more!
Tune in to find out how you can secure your information and identity today!
Resources: Green Financial Group: (713) 244-3030
Are you worried about the current state of the market — or where it could be heading as we continue through the COVID-19 pandemic?
To address some common investor concerns around the market, Jeff Green sits down with Brian Wesbury for today’s episode. As First Trust’s chief economist, Brian lends his insight and expertise to answer some of your market questions and to provide a 2021 market prediction.
In this episode, you will learn:
Why tech stocks won after the recent market volatility Market concern around the election and our economic recovery The effect of oil and interest rates on the market Brian's prediction for 2021 And more!
Tune in now to hear Jeff Green and Brian Webury’s answer to your market concerns!
Resources: Green Financial Group: (713) 244-3030 | First Trust
2020 has been unpredictable in many areas, including the markets.
In today's episode, Jeff Green and Lauren Smith reflect on the implications of the S&P 500 during the COVID-19 pandemic. They explore what has happened so far and what investors could potentially see going forward, all the while answering some of investors’ common investing concerns during this time of uncertainty.
In this episode, you will learn:
Why you can't time the market Two types of market recoveries The impact of the pandemic on local stores How the labor market and up-coming election will be affected by this crisis And more!
Tune in now to learn more about markets during the global pandemic and how they could impact you!
Resources: Green Financial Group: (713) 244-3030
COVID-19 has forced us to adapt to major changes in social norms, financial markets, the workplace, school and, of course, at home.
It’s more important than ever for us to take care of ourselves.
Today, Jeff Green and Lauren Smith share what they’re doing on a daily basis to make it through the pandemic. Do you know the three main things that you can work on to improve your self-being? You’re about to find out!
In this episode, you will learn:
What daily routine Jeff gave up to improve his mental diet Which book has drastically changed Lauren’s and Jeff’s outlook on their business Similarities between the 2008 financial crisis and the current situation The three focal points of an improved self-being How improving yourself can impact those around you The importance of moderation And more!
Tune in now to hear what self-improvement strategies Jeff and Lauren recommend!
Resources: Green Financial Group: (713) 244-3030 | The 4-Hour Workweek
Now that The Setting Every Community Up for Retirement Enhancement (SECURE) Act is in place, what does that mean for you and your retirement plan?
In this episode, Jeff Green and Laura Smith help you answer this question. Together, they break down the new act, its rules, and the impact it could have on your retirement planning.
In this episode, you will learn:
How changes to the required minimum distribution age can affect your distributions Ways Green Financial Group is helping clients to strategize around the act How beneficiaries are impacted by the act SECURE Act tax considerations And more!
Listen now and find out what you need to know about the SECURE Act!
Green Financial Group: (713) 244-3030
When you eat a meal, what do you see? What do you hear and smell while tasting your food?
In this episode, Jeff Green and Lauren Smith talk to David Skinner, the owner and chef at Eculent, a multi-sensory restaurant in Kemah, Texas. They discuss the magic that goes into creating a unique dining experience that serves all five senses.
You will learn:
How Eculent is different from other restaurants The importance of engaging all senses during a meal How David started his winery The benefits of creating his own wine for Eculent And more!
Tune in now to discover the unique culinary experience that is Eculent!
Resources: Green Financial Group: (713) 244-3030 ❘ Eculent | Clear Creek Vineyard
The stock market is starting to look good, but the U.S. economy is still in bad shape. Why is that?
In this episode, Jeff Green and Lauren Smith give their take on why there’s a disconnect between the state of the market and economy during this stage of COVID-19. Are there any signs that the economy is starting up again? You’re about to find out!
In this episode, you will learn:
Why this isn’t a “normal” recession at all Three reasons why the market is improving, despite the economy’s current state Which industries have led the way in the market during COVID-19 Signs that the economy is starting up again Why Jeff foresees a U-shaped recovery for the economy and a V-shaped recovery for the stock market And more!
Tune in for insight into why there’s a disconnect between the state of the market versus the economy during this stage of COVID-19.
Resources: Green Financial Group: (713) 244-3030
Many essential industries have experienced cutbacks and closures due to COVID-19 — including the hospitality industry.
This leaves the question: How will restaurants bounce back after this pandemic?
Today, Jeff Green and Lauren Smith welcome guest Benjamin Berg of the Berg Hospitality Group to explore the impact of COVID-19 on the hospitality industry and the uncertainty of the future.
In this episode, you will learn:
The challenges with arranging compensation for employees How restaurants have changed during the COVID-19 crisis The difficulties associated with reopening after the virus And more!
Listen now to learn about the impact of COVID-19 on restaurants today and in the future.
Green Financial Group: (713) 244-3030 ❘ Berg Hospitality Group
As the coronavirus continues to impact people and businesses across America, the government has passed the new CARES Act to help provide some relief. But what exactly does this act entail? And more importantly, how might it impact you?
Today, Jeff Green and Lauren Smith are here to break down the CARES Act, covering everything from the new recovery rebate to tax considerations.
In this episode, you will learn:
Details of the CARES Act The impact of COVID-19 on Washington Why should you file your 2019 return if you haven’t already Why a longer government shutdown may result in a longer recovery And more!
Tune in now to learn all about the CARES Act and what it could mean for you!
Resources: Green Financial Group: (713) 244-3030 | CARES Act
Which industries will come back roaring after COVID-19 ends? What can the U.S. learn from this crisis?
In this episode, Jeff Green and Lauren Smith give their predictions on how the U.S. economy will be impacted by the peak, decline, and eventual end of the COVID-19 pandemic.
In this episode, you will learn:
When COVID-19 is expected to peak and decline in the U.S. Jeff’s prediction for the GDP growth rate by the fourth quarter Which industry might be the first one to come roaring back What the U.S. can learn from this experience Plus more!
Listen now for insights into how COVID-19 could continue to impact the U.S. economy.
Resources: Green Financial Group: (713) 244-3030
When it comes to financial advising, there are various ways to measure success. Oftentimes, it comes back to the values of the advisor.
In this episode of The Green Zone Podcast, learn more about Green Financial Group’s Director of Business Development, Lauren Smith. Discover how she measures success with her clients, what makes her great at her job, and more.
In this episode, you will learn:
Who Lauren Smith is, and how and why she became an advisor Who Lauren’s ideal client is How Lauren measures success with clients What Lauren’s proudest achievement is And more!
Join us now to get to know all about Lauren Smith!
Resources: Green Financial Group: (713) 244-3030
Green Financial Group specializes in providing a comprehensive approach to financial planning so that you can live your ideal lifestyle.
But what exactly does their planning involve and how can it benefit you as an oil and gas executive?
Today, Jeff Green welcomes Green Financial Group partner Lauren Smith, CFP®, MBA, to explore what makes up the green zone financial plan. Together, they highlight the eleven areas they cover during their planning process and why each area is important.
In this episode, you’ll learn:
How often Green Financial Group revisits your plan — and why Important planning areas covered in the green zone financial plan How insurance changes as you enter retirement What client relationship management means to Green Financial Group And more!
Listen now to learn about the green zone financial plan and what it can bring to your financial life!
Resources:
Green Financial Group | (713) 244-3030 | 50 Things Whitepaper | 11 Wealth Management Services White Paper | Client Bill of Rights
Welcome to The Green Zone Podcast featuring Jeff Green of Green Financial Group!
In this debut episode, Jeff Green kicks off the series by sharing why he’s ready to teach oil and gas executives how to take command of their finances and to live in the green. Jeff also helps you get to know him better by sharing more about his professional passions and outlook, along with some of his personal interests and hobbies.
In this episode, you’ll learn:
How Green Financial Group helps oil and gas executives with their finances How Jeff and his team earn clients’ trust Why Green Financial Group believe in managing their own portfolios What’s to come on the Green Zone Podcast And more!
Tune in now for your official introduction to Jeff Green the Green Zone Podcast!
Resources: Green Financial Group |(713) 244-3030