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
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.
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
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
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
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
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.
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
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.