Category Archives: Investing

What to Think About To Live Your Dream Retirement (Ep. 36)

October 13, 2021Finance, Financial, Investing, Retirement, UncategorizedBudget, Cash Flow, Expenses, Green Financial Group, Jeff Green, Lauren Smith, retirement, Retirement Planning, Social Security, The Green Zonethegreenzone

“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:

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Your Cyber Security Mindset (Ep. 35)

September 29, 2021Finance, Financial, Investing, Retirement, UncategorizedCyber Security, Identity Theft, Internet, Jeff Green, Lauren Smith, Password Protection, The Green Zone, Wifi Networkthegreenzone

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:

Connect With Green Financial Group:

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When Was the Last Time You Taught Your Kids Something New? (Ep. 34)

August 25, 2021Finance, Financial, Investing, Retirement, UncategorizedEducation, financial, Jeff Green, Lauren Smith, Learning, Life, Skills, Teaching, The Green Zonethegreenzone

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

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Meet The Team: Claire Holmes, Marketing Consultant (Ep. 33)

August 11, 2021Finance, Financial, Investing, Retirement, UncategorizedAccountability, Claire Holmes, Double H Design Co., Jeff Green, Lauren Smith, Mama Collaborative, Marketing, The Green Zone, Time Managementthegreenzone

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:

Connect With Claire Holmes:

Connect With Green Financial Group:

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.

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The Biggest Mistakes You Can Make in Your College Planning (Ep. 32)

July 28, 2021Finance, Financial, Investing, Retirement, UncategorizedCollege, Education, Financial Aid, Jeff Green, Lauren Smith, planning, Students, The Green Zone, Tuitionthegreenzone

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:

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The Expense of the Pandemic on Our Economy (Ep. 31)

July 14, 2021Finance, Financial, Investing, Retirement, UncategorizedDemand, Economy, Flight, Inflation, Jeff Green, Lauren Smith, Rental Car, Supply, The Green Zonethegreenzone

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

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The Biggest Proposed Conjecture Tax Changes (Ep. 30)

June 30, 2021Finance, Financial, Investing, Retirement, UncategorizedCapital Gains, financial, Jeff Green, Lauren Smith, Tax Planning, Tax Rates, The Green Zonethegreenzone

“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

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Giving Direction for Your Children’s Financial Success (Ep. 29)

June 16, 2021Finance, Financial, Investing, Retirement, UncategorizedConnections, Credit History, Debt, Education, finance, Green Financial Group, Jeff Green, Lauren Smith, Networking, Savingthegreenzone

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:

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Should I Pay Off My House Before I Retire? With Jim Chaplin (Ep. 28)

June 2, 2021Finance, Financial, Investing, Retirement, Uncategorizedadvisor, Elite Lending Group, family, finance, finances, financial, financial health, Green Financial Group, House, Interest Rate, Jeff Green, Jim Chaplin, Lauren Smith, Marketplace, Mortgage, planning, Real Estate, retirement, taxesthegreenzone

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:

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.

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How to Protect Your Aging Relative with a Caregiving Plan (Ep. 27)

May 19, 2021Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

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

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