Tag Archives: Financial Wills

10 Things You Should Know When Estate Planning (Ep.49)

May 11, 2022Finance, Financial, Investing, Retirement, UncategorizedEstate Planning, financial, Financial Wills, Green Financial Group, Investments, Jeff Green, Lauren Smith, Podcast, Power of Attorney, The Green Zone, Trust Fundsthegreenzone

There will eventually come a time when you pass away but that doesn’t mean you should wait until then to start building a comprehensive estate plan.

In this episode, Jeff Green and Lauren Smith discuss 10 things you should know about estate planning and will be your guide to making confident decisions about your estate planning.

Jeff and Lauren discuss:

How an estate planning attorney can help you
The value of using an online cloud-based digital storage to store important documents
Why it is important to consider who you are assigning as your beneficiaries
And more

Connect With Green Financial Group:

Raymond James and its advisors do not offer legal advice. You should discuss any legal matters with the appropriate professional.

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Starting Your Career in Financial Services with Melanie Knight (Ep.45)

February 23, 2022Finance, Financial, Investing, RetirementFamily Finances, Financial Planning, Financial Wills, Green Financial Group, Jeff Green, Lauren Smith, Melanie Knight, Podcast, Preparing for the Future, The Green Zonethegreenzone

Everybody has their own personal experiences which helped them kick start their career in the financial industry.

In this episode, Jeff Green and Lauren Smith talk with Melanie Knight, director of operations and client services at Green Financial Group, to discuss her experience going directly from college to starting her career at Green Financial Group.

Melanie discusses:

The responsibilities of client service within Green Financial Group
The typical day working as a financial professional
The environment of graduating college during Covid and how different it is compared to pre-pandemic years
How she finds balance between work and everyday life
And more!

Connect With Green Financial Group:

Connect with Melanie Knight:

LinkedIn: Melanie Knight

About Our Guest:

Melanie Knight is one of those people who just like to get things done. As the Director of Operations and Client Services at Green Financial Group, she does just that while supporting clients and their families with important administrative and clerical tasks, directing the team’s internal operations, and serving as a friendly liaison for clients. She finds an immense amount of satisfaction in helping a client with any issue, small or large, from opening new accounts to facilitating money transfers to helping generate annual reports.

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Critical Financial Discussions To Have With Your Aging Parents & Kids (Ep.44)

February 9, 2022Finance, Financial, Investing, RetirementFamily Finances, Financial Planning, Financial Wills, Green Financial Group, Jeff Green, Lauren Smith, Podcast, Preparing for the Future, The Green Zonethegreenzone

Having conversations about family wills can be tough. How do you start that conversation from one family to another?

In this episode, Jeff and Lauren share some advice surrounding the later stages of life and what they entail in terms of finances. They also highlight how discussing these things, despite how morbid they may sound, is so important and will benefit everyone in the long run.

Jeff and Lauren discuss:

The important discussions about wills that should happen between parents and children in the parents’ later stages of life
The importance of uploading, saving, and giving access to financial wills to other family members
How medical directors can serve your best interest in the future
How they extend their relationships with clients and allow themselves to be a resource to many families
And more!

Connect With Green Financial Group:

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