Category Archives: Retirement

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How COVID-19 is Impacting the Hospitality Industry — With Benjamin Berg (Ep. 6)

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , ,

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

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The CARES Act: What You Need to Know (Ep. 5)

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , ,

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

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COVID-19’s Continued Impact on the U.S. Economy: Our Predictions (Ep. 4)

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , , , , , ,

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

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Get to Know Green Financial Group’s Lauren Smith (Ep. 3)

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , ,

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

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The Green Zone Financial Plan (Ep. 2)

Finance, Financial, Investing, Retirement, Uncategorized, , , , , , , , , , ,

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

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Introducing The Green Zone Podcast (Ep. 1)

Finance, Financial, Investing, Retirement, , , , , , , , , , ,

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

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