Tag Archives: finance

Retirement FAQs: How Do I Think About Money In Retirement? (Ep. 56)



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:

  • Can I afford to retire?
  • What does retirement look like for me?
  • Where will my money come from in retirement?
  • How do I grow my money when I’m retired?
  • And more!

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Find Your “Why” With The Birkman Assessment (Ep. 55)



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


Connect with Sharon Birkman


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.

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29. Giving Direction for Your Children’s Financial Success



Children are not getting the financial education in school that they need before they enter adulthood. But there are a few things you can do as a parent to help prepare your children for financial success before they are on their own.

In this episode, Jeff Green and Lauren Smith share some tips to help parents get into the mindset of preparing their children before they enter the financial world.

Jeff and Lauren discuss: 

  • Why your children need to build a credit history
  • The importance of teaching your children to have a sense of savings
  • Why your children should be aware of good debt and bad debt
  • The idea of networking to make connections
  • And more!

Resources: 

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28. Should I Pay Off My House Before I Retire? With Jim Chaplin



We all have those burning questions about planning for retirement. One of the most commonly asked questions that people want to know is, “Should I pay my house off before I retire?”

In this episode, Jeff Green and Lauren Smith talk with Jim Chaplin, vice president/senior mortgage loan originator at Elite Lending Group to get his perspective on the topic.

Jim Chaplin discusses: 

  • The items to take into consideration before deciding to pay off your mortgage before retirement
  • The backseat figures of making the decision
  • The state of the real estate market right now and how this may impact your decision
  • And more

Connect With Jim Chaplin:

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About Our Guest:

Jim Chaplin: Jim Chaplin has a total of 30 plus years of real estate related experience. Licensed Texas Real Estate Broker since 1974 which makes him very familiar with promulgated contract documents. Specialties include, lot loans, and construction loans as well as a wide range of mortgage products.


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Episode 27 – How to Protect Your Aging Relative with a Caregiving Plan



How will you step up when the time comes to fully support an aging relative? This is a question that will face more and more people as science and medicine continue to extend human life expectancy.

In this episode, Jeff Green and Lauren Smith hit a few of the hot points to help you begin having these tough conversations with family members about their wishes and plans. 

We discuss:

  • How to start thinking about the recipient’s needs
  • Why it’s important to make decisions and have documents in place before cognitive impairments become overwhelming
  • How to prioritize your mental and physical health as a caregiver
  • And more!

Tune in as Jeff and Lauren help you to start thinking about a caregiving plan for your aging relatives!

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


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Episode 26 – Spring Cleaning – with guests Carroll Cartwright, Paige Ebanks and Rudy Vierra



Spring is finally here! And do you know what that means?

It’s spring cleaning time!

In this episode, Jeff Green and Lauren Smith are joined by Carroll Cartwright and Paige Ebanks of Neatly Houston to discuss how they put a fresh perspective on organizing, styling and moving to clean and tidy your home. Rudy Vierra of SteaMyCar joins in on the conversation to share how your car can get the best wash and interior clean it has ever had.

We discuss:

  • The process for having Neatly come clean your home
  • Tips to help get you into the spring cleaning mindset
  • The eco-friendly car wash process service by SteaMyCar
  • The types of services offered by SteaMyCar
  • And more!

Tune in to learn how you can outsource to save time and avoid the spring cleaning most of us dread! 

Resources: Green Financial Group: (713) 244-3030 | Jeff Green | Lauren Smith | Neatly | SteaMyCar: (832) 308-8400


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Episode 25 – Tech Tools to Make Your Life Easier



In a world full of technology, there are many tools and apps that can help make your life easier and more entertaining.

In this episode, Jeff Green and Lauren Smith take a little break from finance and explore the world of technology. In this fun-packed episode, they discuss many different types of apps they find useful and explain the functionality of each one of the apps. 

We discuss:

  • Two business-related tools to help you at work
  • Two travel-related tools to use when you’re planning your next trip
  • Two cybersecurity tools to keep you protected
  • Four health and wellness tools to stay mentally and physically healthy
  • And more!

Join Jeff and Lauren as they share the specifics of each tool, how they work and why they love them!

Resources: Resources:  Green Financial Group: (713) 244-3030 | Jeff Green | Lauren Smith | Raymond James | Blinkist | TripIt | Timeshifter | noMorobo | LastPass | WaterMinder | PillBoxie | Peloton | Calm | Vivino | RunPee | Furbo |


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Episode 24 – Transition into Retirement with a Coach as Your Guide — With Cindy Wylie



Change can be a good thing. However, the uncertainty of moving forward can spark fear and create stress.

This is especially true with major transitions, like retirement. 

In this episode, Jeff Green and Lauren Smith sit down with Cindy Wylie, a career and life transition coach, to explore how coaches can make this transition easier for you as a new retiree. They reveal how a coach can help you identify your values early on and ways they can help ease you into retirement.

In this episode, we discuss:

  • A coach’s role around the transition from work to retirement
  • The importance of identifying your personal values
  • How someone like Cindy can help you through transition into retirement
  • And more!

Join Jeff, Lauren, and Cindy to learn how you can benefit from hiring a coach for your retirement!

Resources: Green Financial Group: (713) 244-3030 | Jeff Green | Lauren Smith |(713) 562-5566 | Contact Cindy


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Episode 23 – Your 2021 Tax Planning Guide



Tax season has rolled around once again!

Get ready to kick-off your tax season with this information-packed episode with Jeff Green and Lauren Smith. They discuss some of the recent tax changes you might want to be mindful of this year while breaking down the tax strategies clients are asking about most these days.

In this episode, we discuss:

  • The new IRA contribution age limit
  • Why you need to know about spousal IRAs
  • Updates to IRA contribution limits this year
  • Qualified charitable distributions
  • And more!

Join Jeff Green and Lauren Smith now to learn about the latest considerations that will help you file your taxes this year! 

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


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Episode 22 – The World of Insurance — With Marissa Sweet



Most people don’t realize they don’t have insurance coverage until it’s too late! 

We don’t want you to be one of those people.

To help you get a jump start on your insurance know-how, Jeff Green and Lauren Smith welcome Marissa Sweet from Sweet Insurance Services for today’s episode. In this insightful discussion, Marissa reveals ways you keep insurance top of mind so that you’re protected in the case of the unexpected.

In this episode, we discuss:

  • Marissa’s services and why Green Financial Group started working with her
  • Why you don’t want to be on autopilot with your insurance
  • What makes Marissa stand out in the insurance landscape
  • How professionals like Marissa can guide you around your coverage
  • And more!

Join Marissa, Jeff, and Lauren now to learn about an insurance experience that could bring a new layer of protection to your life!

Resources: Green Financial Group: (713) 244-3030 | Jeff Green | Lauren SmithSweet Insurance Services: (832) 533-8027