Tag Archives: advisor


Taking Some Time to Reflect (Ep. 18)

Have you taken some time to reflect on what you are thankful for as this hectic year comes to a close? 

In this episode, Jeff Green and Lauren Smith take some time to speak about what they are thankful for as this year comes to an end, and share with you some of the things that make them so happy to be a part of the team at Green Financial Group.

In this episode, we will discuss:

  • Jeff’s feelings of gratitude toward his team  
  • Jeff’s role as being a leader to his team 
  • How technology has been present in their team before and through the pandemic
  • The changing dynamics at Green Financial Group
  • And more!

Join us today as we take time to reflect on what we are thankful for as 2020 comes to an end. 

Resources: Green Financial Group: (713) 244-3030 | Jeff Green | Lauren Smith


Traveling in our COVID-19 World — With Maddy Foxx Moffitt (Ep. 17)

Are you prepared to take your next luxury trip? 

How might COVID-19 impact your travel plans?

In this episode Jeff Green and Lauren Smith sit down with Maddy Foxx Moffitt, a travel advisor with MFM Luxury Travel. Together, they explore the new travel challenges and restrictions that have come with COVID-19 and discuss the rapid changes the travel industry has seen in 2020. 

In this episode you will learn:

  • The current state of travel in the United States and abroad
  • Why RV rentals are becoming increasingly popular 
  • Recommended places to travel under the current restrictions
  • COVID-19 laws for going into a country as a traveler
  • And more!

Tune in today to learn how you can safely travel during COVID-19!

Resources: Green Financial Group: (713) 244-3030 | Maddy Moffitt on LinkedIn | MFM Luxury Travel


How Retirement Planning Can Optimize Your Retirement Taxes (Ep. 16)

One of the best tools you can use to achieve the retirement you want is a comprehensive retirement plan. 

This is especially true when it comes to making the most of your retirement tax picture.

In this episode, Jeff Green and Lauren Smith outline ways retirement planning can make all the difference when it comes to your taxes. They discuss retirement tax planning strategies and share ways you can update your retirement plan to optimize your financial future.

In this episode, you will learn:

  • Ways to take advantage of tax deferral opportunities 
  • How to decide when to take action with your Social Security
  • Why you should consider doing a Roth IRA conversion
  • How a cash flow analysis can help you with your retirement distribution strategy
  • And more!

Tune in today to learn how retirement planning can help you reduce your retirement taxes!

Resources: Green Financial Group: (713) 244-3030


IRA End-of-Year Planning Strategies (Ep. 15)

With 2021 quickly approaching, many are ready to say goodbye to 2020 and all of its ups and down. 

But before you start celebrating the new year, there is still some planning to do — especially around your IRA accounts and the tax advantages they offer! 

In this episode, Jeff Green and Lauren Smith break down some of this year’s big changes to IRA accounts and how they might impact you. They also share ways you can take advantage of retirement account tax strategies to end the year with your best foot forward.

In this episode, you will learn:

  • How required minimum distributions changed in 2020
  • Why you should consider Roth conversions
  • How to qualify for Coronavirus-related distributions
  • About SEPP payments
  • And more!

Tune in today to learn how you can optimize your retirement accounts for the new year!

Resources:  Green Financial Group: (713) 244-3030


Investing After the 2020 Election (Ep. 14)

No matter the outcome of this year’s contentious national election, it’s important to look after your financial future with a calm and reasonable attitude.

In this episode, Jeff Green and Lauren Smith will serve as your guides for your post-election investing. Together, they share tips for navigating investing after the election and share how the markets tend to react under different presidential administrations.

In this episode, you will learn:

  • How previous elections have impacted the markets
  • What you should do with your investing after the election
  • How the misery index can indicate presidential outcomes
  • Ways to avoid knee-jerk investing reactions
  • And more!

Tune in today to learn how you should move forward with your investing after this year’s election!

Resources: Green Financial Group: (713) 244-3030



How Can You Better Protect Your Information and Identity? (Ep. 13)

With more and more of our personal information living online, how can you keep your essential information safe and secure? 

In this episode, Jeff Green and Lauren Smith review strategies and techniques to help you protect your information and identity online. Together, they also share key steps you can take to guard yourself, and your finances, from harm.

In this episode, you will learn:

  • How to create and set up a strong password 
  • What a password template is — and how to develop one
  • How you can protect your bank account information
  • How to protect yourself from scammers and spams
  • And more!

Tune in to find out how you can secure your information and identity today!

Resources: Green Financial Group: (713) 244-3030


Addressing Your Market Concerns — With Brian Wesbury (Ep. 12)

Are you worried about the current state of the market — or where it could be heading as we continue through the COVID-19 pandemic?

To address some common investor concerns around the market, Jeff Green sits down with Brian Wesbury for today’s episode. As First Trust’s chief economist, Brian lends his insight and expertise to answer some of your market questions and to provide a 2021 market prediction.

In this episode, you will learn:

  • Why tech stocks won after the recent market volatility
  • Market concern around the election and our economic recovery
  • The effect of oil and interest rates on the market
  • Brian’s prediction for 2021
  • And more!

Tune in now to hear Jeff Green and Brian Webury’s answer to your market concerns! 

Resources: Green Financial Group: (713) 244-3030 | First Trust


Navigating the Markets During a Global Pandemic (Ep. 11)

2020 has been unpredictable in many areas, including the markets.

In today’s episode, Jeff Green and Lauren Smith reflect on the implications of the S&P 500 during the COVID-19 pandemic. They explore what has happened so far and what investors could potentially see going forward, all the while answering some of investors’ common investing concerns during this time of uncertainty. 

In this episode, you will learn:

  • Why you can’t time the market
  • Two types of market recoveries
  • The impact of the pandemic on local stores 
  • How the labor market and up-coming election will be affected by this crisis
  • And more!

Tune in now to learn more about markets during the global pandemic and how they could impact you! 

Resources:   Green Financial Group: (713) 244-3030 


3 Ways To Improve Your Self-Being During the Pandemic (Ep. 10)

COVID-19 has forced us to adapt to major changes in social norms, financial markets, the workplace, school and, of course, at home. 

It’s more important than ever for us to take care of ourselves. 

Today, Jeff Green and Lauren Smith share what they’re doing on a daily basis to make it through the pandemic. Do you know the three main things that you can work on to improve your self-being? You’re about to find out!

In this episode, you will learn:

  • What daily routine Jeff gave up to improve his mental diet
  • Which book has drastically changed Lauren’s and Jeff’s outlook on their business
  • Similarities between the 2008 financial crisis and the current situation 
  • The three focal points of an improved self-being
  • How improving yourself can impact those around you
  • The importance of moderation
  • And more!

Tune in now to hear what self-improvement strategies Jeff and Lauren recommend!

Resources:   Green Financial Group: (713) 244-3030 | The 4-Hour Workweek


The SECURE Act and What it Means for Your Retirement (Ep. 9)

Now that The Setting Every Community Up for Retirement Enhancement (SECURE) Act is in place, what does that mean for you and your retirement plan?

In this episode, Jeff Green and Laura Smith help you answer this question. Together, they break down the new act, its rules, and the impact it could have on your retirement planning.

In this episode, you will learn:

  • How changes to the required minimum distribution age can affect your distributions
  • Ways Green Financial Group is helping clients to strategize around the act
  • How beneficiaries are impacted by the act
  • SECURE Act tax considerations
  • And more!

Listen now and find out what you need to know about the SECURE Act!

Green Financial Group: (713) 244-3030