In this episode of The Green Zone Podcast, Jeff and Lauren discuss the importance of setting simple yet effective financial goals and resolutions – including how to ensure you pick the ones that are right for you. Together, they discuss ways to:
Intentionally set aside and save more money
Leverage credit card points and benefits
Improve your credit score
Set and maintain a realistic budget
Consolidate debt (including credit card debt)
Rely on apps and technology to help you reach your goals
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 GFG Holiday Gift Guide:
This episode of The Green Zone podcast is part of a special series to raise awareness of several non-profits that support special populations and their families. Hosts Jeff Green and Lauren Smith hope that once you’ve heard these stories, you may choose to recognize the work being done with your time and your dollars. In this episode, Jeff and Lauren learn about and discuss:
The PTSD Foundation of America
Interview with David Maulsby, Executive Director of the PTSD Foundation of America
The mission of the PTSD Foundation of America, which is to bring hope and healing to Combat Veterans and their families suffering from the effects of combat-related Post Traumatic Stress.
Important facts about PTSD and how it can affect the lives of those who have served in the military as well as their families
Interview with Ted Probert, President & CEO of the Marine Corps Scholarship Foundation
The mission of the Marine Corps Scholarship Foundation (MCSF), the Nation’s oldest and largest provider of need-based scholarships for military children
The impact and ripple effect that these scholarships make for military families
The MCSF scholarship application opens on January 1st. Children of Marines and Sailors who served with Marines are encouraged to apply. More information about eligibility can be found here: https://www.mcsf.org/apply/eligibility/
This episode of The Green Zone podcast kicks off a special series to raise awareness of several non-profits that support special populations and their families. They hope that once you’ve heard these stories, you may choose to recognize the work being done with your time and your dollars. In this episode, Jeff and Lauren learn about and discuss:
The Cystic Fibrosis Foundation
Interview with Courtney Egan
The mission of the Cystic Fibrosis Foundation, the world’s leader in the search for a cure for CF
Important facts about Cystic Fibrosis and how it affects individuals and families
The personal story of Courtney and her daughter, who has Cystic Fibrosis
How we can help support their mission, particularly in Green Financial Group’s home base of Houston, Texas
The mission of GiGi’s Playhouse, a network of Down Syndrome Achievement Centers that provides support for people with Down syndrome and their families.
Important facts about Down Syndrome and its impact on people’s lives
The personal story of Ammie and her daughter, Sadie, who has Down Syndrome
How we can help support their mission, particularly in Green Financial Group’s home base of Houston, Texas
Support GiGi’s Playhouse
How To Donate: Visit their website and click DONATE in the menu
Earlier this year, Jeff Green and Lauren Smith interviewed Sharon Birkman, the CEO of Birkman International, about finding your “why” using their proprietary social and psychological assessment, the Birkman Assessment. Since then, Jeff and Lauren have each taken the Assessment and personally debrief with Sharon. In this episode of The Green Zone Podcast, Jeff, Lauren and Sharon come back together to discuss:
What the Birkman Assessment is
Why the Birkman Assessment is a great tool for retirees as they consider the next phases of their lives
Jeff and Lauren’s individual Birkman Assessment results
How we can all can leverage the Birkman Assessment to work better together
Resources
Want to take The Birkman Assessment? Email Sharon directly: sbirkman@birkman.com
About Our Guest: Sharon Birkman, CEO of Birkman International
As the daughter of company founder and influential industrial-organizational psychologist Dr. Roger W. Birkman, Sharon Birkman cultivated her deep expertise in human perception and organizational behavior through her lifelong interest in The Birkman Method.
Sharon, CEO of Birkman International, has been recognized with a multitude of awards, including EY’s Entrepreneur of the Year, the Women President’s Organization’s Mary Lehman MacLachlan Award, National Best and Brightest Places to Work For, and the Houston Business Journal’s Women Who Mean Business Award.
In addition to her responsibilities at Birkman, Sharon volunteers her services as a Board Member of Houston Public Media, Goodwill Industries of Houston, and a long-time Board member for ESCAPE Family Resource Center. Sharon co-authored the book “The Birkman Method: Your Personality at Work” and authored the book “Creatures of Contact” by ForbesBooks.
Birkman International is an industry-leading behavioral and occupational assessment company founded by innovative organizational psychologist Dr. Roger W. Birkman in 1951.
The Birkman Method remains a preferred instrument to better understand interpersonal dynamics through positive psychology. It is used widely in the fields of career and life coaching, leadership development, human resources management, and organizational design today.
2022 has been a volatile, tumultuous year for the market. As we move into the final quarter, Jeff Green and Lauren Smith offer up their opinions on what’s going on and how to think about that based on the timing of market and economic cycles. Together they discuss:
Why they believe we’re not currently in a Recession (and when it may be coming)
What types of investments that are generally strategic for: Bear Markets, Bull Markets & Recessions
The differences between Economic Cycles vs. Market Cycles
Different sectors that tend to do well in various types of markets and cycles
Your retirement is one of the most important things you’ll ever plan for. And because of that, the thought of any risks can weigh heavily on our minds. Do you know the top risks to consider as you approach retirement?
In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith discuss what they feel are the top six financial and retirement risks that folks need to think about – and have a plan for addressing. Together, they discuss:
October is Cybersecurity Month. Most of the time when we are talking about cybersecurity in the financial services and retirement planning industry, we are thinking about financial fraud, identity theft, and other scams that might affect the elderly. But what about our children and teenagers we know, who lead very public digital lives and are just as susceptible – maybe more – to nefarious things happening online?
In this episode of The Green Zone Podcast, Jeff and Lauren talk to Rania Mankarious, CEO of Crimestoppers Houston and Author of “The Online World: What You Think You Know & What You Don’t,” about the important (and shocking!) things parents, grandparents, teachers and caregivers need to know about what’s going on in the online world for our kids and teens. Together, they discuss:
The origins and impact of Crimestoppers Houston
The types of crimes and predators our children could potentially be facing online, from as early as elementary school and into their 20’s
The critical mindset shifts parents and caregivers need to make in order to adjust to and navigate our increasingly digital world
Tactics caregivers can adopt to more effectively communicate with and keep our children safe online
And more!
Note: Raymond James is not affiliated with and does not endorse the services of Rania Mankarious or Crimestoppers Houston.
About Our Guest: Rania Mankarious, CEO of Crimestoppers Houston, Author & Podcast Host
Rania Mankarious is a writer, on-air analyst, and CEO of Crime Stoppers Houston. Lover of people, their stories and our future, she has been seen and heard on national/local TV and radio for over a decade as a legal, family, crime, mental health, and parenting expert. She has a weekly column: Sunday Mornings with Rania and is the host of The Balanced Voice Podcast. A widely recognized face and voice, Mankarious has been known to break stories locally and nationally that hit the core of what women and families care about.
The years you spend in retirement are supposed to be your “golden years.” A time to fulfill your dreams. Relax, travel, study, volunteer, or hang out with your family. Basically, a time to do whatever you want to do. But the first step is getting there. Do you have a plan?
In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith cover some of the most frequently asked questions they get about strategic planning for retirement, including:
Do you know what motivates you? Do you know what fulfills you? Do you know what your “why” is?
These are big questions, but the Birkman Method can help you answer them with confidence (and it’s backed by 70+ years of data). This 30-minute assessment helps individuals understand their motivation, self-perception, social perception and mindset – and how to leverage each of these things to find more satisfaction in their lives.
In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith sit down with Sharon Birkman, CEO of Birkman International, for an in-depth and eye-opening discussion on how Birkman can help us plan for a fulfilling future – especially with retirement in mind. They discuss:
The fascinating origin story of Birkman International
What the Birkman Assessment is and how it’s different from others, such as DISC and Myers Briggs
How the Assessment is used with companies and individuals
How you can use the Birkman to plan for a fulfilling retirement centered around your “why”
And more!
Note: Raymond James is not affiliated with and does not endorse the services of Sharon Birkman or Birkman International.
Resources
Want to take The Birkman Assessment? Email Sharon directly: sbirkman@birkman.com
About Our Guest: Sharon Birkman, CEO of Birkman International
As the daughter of company founder and influential industrial-organizational psychologist Dr. Roger W. Birkman, Sharon Birkman cultivated her deep expertise in human perception and organizational behavior through her lifelong interest in The Birkman Method.
Sharon, CEO of Birkman International, has been recognized with a multitude of awards, including EY’s Entrepreneur of the Year, the Women President’s Organization’s Mary Lehman MacLachlan Award, National Best and Brightest Places to Work For, and the Houston Business Journal’s Women Who Mean Business Award.
In addition to her responsibilities at Birkman, Sharon volunteers her services as a Board Member of Houston Public Media, Goodwill Industries of Houston, and a long-time Board member for ESCAPE Family Resource Center. Sharon co-authored the book “The Birkman Method: Your Personality at Work” and authored the book “Creatures of Contact” by ForbesBooks.
Birkman International is an industry-leading behavioral and occupational assessment company founded by innovative organizational psychologist Dr. Roger W. Birkman in 1951.
The Birkman Method remains a preferred instrument to better understand interpersonal dynamics through positive psychology. It is used widely in the fields of career and life coaching, leadership development, human resources management, and organizational design today.