Tag Archives: family

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

August 12, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

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

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The Eculent Experience in Kemah, Texas – With Chef David Skinner (Ep. 8)

July 15, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, C-19, Coronavirus, COVID-19, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

When you eat a meal, what do you see? What do you hear and smell while tasting your food?

In this episode, Jeff Green and Lauren Smith talk to David Skinner, the owner and chef at Eculent, a multi-sensory restaurant in Kemah, Texas. They discuss the magic that goes into creating a unique dining experience that serves all five senses.

You will learn:

How Eculent is different from other restaurants
The importance of engaging all senses during a meal
How David started his winery
The benefits of creating his own wine for Eculent
And more!

Tune in now to discover the unique culinary experience that is Eculent!

Resources: Green Financial Group: (713) 244-3030 ❘ Eculent | Clear Creek Vineyard

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The Stock Market is Looking Good, So Why is the Economy Still in Bad Shape? (Ep. 7)

July 1, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, C-19, Coronavirus, COVID-19, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

The stock market is starting to look good, but the U.S. economy is still in bad shape. Why is that?

In this episode, Jeff Green and Lauren Smith give their take on why there’s a disconnect between the state of the market and economy during this stage of COVID-19. Are there any signs that the economy is starting up again? You’re about to find out!

In this episode, you will learn:

Why this isn’t a “normal” recession at all
Three reasons why the market is improving, despite the economy’s current state
Which industries have led the way in the market during COVID-19
Signs that the economy is starting up again
Why Jeff foresees a U-shaped recovery for the economy and a V-shaped recovery for the stock market
And more!

Tune in for insight into why there’s a disconnect between the state of the market versus the economy during this stage of COVID-19.

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

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How COVID-19 is Impacting the Hospitality Industry — With Benjamin Berg (Ep. 6)

June 17, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, C-19, Coronavirus, COVID-19, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

Many essential industries have experienced cutbacks and closures due to COVID-19 — including the hospitality industry.

This leaves the question: How will restaurants bounce back after this pandemic?

Today, Jeff Green and Lauren Smith welcome guest Benjamin Berg of the Berg Hospitality Group to explore the impact of COVID-19 on the hospitality industry and the uncertainty of the future.

In this episode, you will learn:

The challenges with arranging compensation for employees
How restaurants have changed during the COVID-19 crisis
The difficulties associated with reopening after the virus
And more!

Listen now to learn about the impact of COVID-19 on restaurants today and in the future.

Green Financial Group: (713) 244-3030 ❘ Berg Hospitality Group

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The CARES Act: What You Need to Know (Ep. 5)

May 27, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, C-19, Coronavirus, COVID-19, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

As the coronavirus continues to impact people and businesses across America, the government has passed the new CARES Act to help provide some relief. But what exactly does this act entail? And more importantly, how might it impact you?

Today, Jeff Green and Lauren Smith are here to break down the CARES Act, covering everything from the new recovery rebate to tax considerations.

In this episode, you will learn:

Details of the CARES Act
The impact of COVID-19 on Washington
Why should you file your 2019 return if you haven’t already
Why a longer government shutdown may result in a longer recovery
And more!

Tune in now to learn all about the CARES Act and what it could mean for you!

Resources: Green Financial Group: (713) 244-3030 | CARES Act

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COVID-19’s Continued Impact on the U.S. Economy: Our Predictions (Ep. 4)

May 13, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, C-19, Coronavirus, COVID-19, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxes, U.S. Economythegreenzone

Which industries will come back roaring after COVID-19 ends? What can the U.S. learn from this crisis?

In this episode, Jeff Green and Lauren Smith give their predictions on how the U.S. economy will be impacted by the peak, decline, and eventual end of the COVID-19 pandemic.

In this episode, you will learn:

When COVID-19 is expected to peak and decline in the U.S.
Jeff’s prediction for the GDP growth rate by the fourth quarter
Which industry might be the first one to come roaring back
What the U.S. can learn from this experience
Plus more!

Listen now for insights into how COVID-19 could continue to impact the U.S. economy.

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

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Get to Know Green Financial Group’s Lauren Smith (Ep. 3)

May 8, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

When it comes to financial advising, there are various ways to measure success. Oftentimes, it comes back to the values of the advisor.

In this episode of The Green Zone Podcast, learn more about Green Financial Group’s Director of Business Development, Lauren Smith. Discover how she measures success with her clients, what makes her great at her job, and more.

In this episode, you will learn:

Who Lauren Smith is, and how and why she became an advisor
Who Lauren’s ideal client is
How Lauren measures success with clients
What Lauren’s proudest achievement is
And more!

Join us now to get to know all about Lauren Smith!

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

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The Green Zone Financial Plan (Ep. 2)

April 8, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

Green Financial Group specializes in providing a comprehensive approach to financial planning so that you can live your ideal lifestyle.

But what exactly does their planning involve and how can it benefit you as an oil and gas executive?

Today, Jeff Green welcomes Green Financial Group partner Lauren Smith, CFP®, MBA, to explore what makes up the green zone financial plan. Together, they highlight the eleven areas they cover during their planning process and why each area is important.

In this episode, you’ll learn:

How often Green Financial Group revisits your plan — and why
Important planning areas covered in the green zone financial plan
How insurance changes as you enter retirement
What client relationship management means to Green Financial Group
And more!

Listen now to learn about the green zone financial plan and what it can bring to your financial life!

Resources:

Green Financial Group | (713) 244-3030 | 50 Things Whitepaper | 11 Wealth Management Services White Paper | Client Bill of Rights

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Introducing The Green Zone Podcast (Ep. 1)

March 26, 2020Finance, Financial, Investing, Retirementadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

Welcome to The Green Zone Podcast featuring Jeff Green of Green Financial Group!

In this debut episode, Jeff Green kicks off the series by sharing why he’s ready to teach oil and gas executives how to take command of their finances and to live in the green. Jeff also helps you get to know him better by sharing more about his professional passions and outlook, along with some of his personal interests and hobbies.

In this episode, you’ll learn:

How Green Financial Group helps oil and gas executives with their finances
How Jeff and his team earn clients’ trust
Why Green Financial Group believe in managing their own portfolios
What’s to come on the Green Zone Podcast
And more!

Tune in now for your official introduction to Jeff Green the Green Zone Podcast!

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

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