Category Archives: Uncategorized

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Supporting a Recent College Graduate (Ep.50)



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:


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10 Things You Should Know When Estate Planning (Ep.49)



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:

Raymond James and its advisors do not offer legal advice. You should discuss any legal matters with the appropriate professional.


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New Investing Lingo being Used by Younger Folk (Ep.48)



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

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38. Insights on Researching Before You Give: Charitable Giving, Part Two With Kendall Monroe



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:

Connect With Kendall Monroe:

Connect With Green Financial Group:

 


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37. Changing Young Children’s Lives through Education: Charitable Giving, Part One With Rebecca Roberts and Glenn Okuma



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: 

Connect With Rebecca Roberts and Glenn Okuma:

Connect With Green Financial Group:

 


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36. What to Think About To Live Your Dream Retirement



“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

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35. Your Cyber Security Mindset



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



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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33. Meet The Team: Claire Holmes, Marketing Consultant



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



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: 

Connect With Green Financial Group: