Is Your Financial Advisor Showing You The Love? (Ep. 79)

Finance, Financial, Investing, Retirement

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:

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Getting Financially Fit in 2024 (Ep. 78)

Finance, Financial, Investing, Retirement

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!

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2023 Year in Review with Green Financial Group (Ep. 77)

Finance, Financial, Investing, Retirement

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!

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The 2023 GFG Holiday Gift Guide (Ep. 76)

Finance, Financial, Investing, Retirement

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:

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Note: Raymond James is not affiliated with nor does it endorse any of the products or companies mentioned within this podcast.

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Boot Campaign: Serving Those Who Serve (Ep. 75)

Finance, Financial, Investing, Retirement

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!

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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/

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Note: Raymond James is not affiliated with and does not endorse Boot Campaign.

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The Top Retirement Traps To Avoid (Ep. 74)

Finance, Financial, Investing, Retirement

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!

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The Pros & Cons of Investing in Cash for the Long-Term (Ep. 73)

Finance, Financial, Investing, Retirement

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!

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What You Need To Know About The New Bull Market (Ep. 72)

Finance, Financial, Investing, Retirement

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!

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Mistakes To Avoid When Hiring A Financial Advisor (Ep. 71)

Finance, Financial, Investing, Retirement

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!

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Travel Hacks You Need This Summer (Ep. 70)

Finance, Financial, Investing, Retirement

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

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