Tag Archives: financial

34. When Was the Last Time You Taught Your Kids Something New?

August 25, 2021Finance, Financial, Investing, Retirement, UncategorizedEducation, financial, Jeff Green, Lauren Smith, Learning, Life, Skills, Teaching, The Green Zonethegreenzone

No matter their age, your children will always look to you for advice and to learn those essential life skills that everyone should know before they’re on their own.

In this episode, Jeff Green and Lauren Smith discuss some of the life skills, and financial knowledge you should be teaching your kids that will set them up for life. They share advice and their personal experience with teaching and learning these essential skills for life.

Jeff and Lauren discuss:

Why you should teach your children the essential life skills like changing the batteries in a smoke detector or changing a tire on your car
The feeling of teaching your children how to grill, pitch a tent, camp in nature, and start a fire
The financial skills you should ensure your children know before they go to college
And more

Connect With Green Financial Group:

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30. The Biggest Proposed Conjecture Tax Changes

June 30, 2021Finance, Financial, Investing, Retirement, UncategorizedCapital Gains, financial, Jeff Green, Lauren Smith, Tax Planning, Tax Rates, The Green Zonethegreenzone

“Tax codes are written in pencil.” Taxes never go away but the rules and regulations around them are not set in stone.

In this episode, Jeff Green and Lauren Smith share what you can potentially expect for the tax changes in the coming year under the Biden Administration. They share the little things to consider along the way for your tax planning.

Jeff and Lauren discuss:

The potential increase in top ordinary income tax rates
The potentially high jump in capital gains
What the elimination of the step up in basis at death could look like
And more

Connect With Green Financial Group:

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

June 2, 2021Finance, Financial, Investing, Retirement, Uncategorizedadvisor, Elite Lending Group, family, finance, finances, financial, financial health, Green Financial Group, House, Interest Rate, Jeff Green, Jim Chaplin, Lauren Smith, Marketplace, Mortgage, planning, Real Estate, retirement, taxesthegreenzone

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:

jim@elgtexas.com
(832)444-1952

Connect With Green Financial Group:

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

May 19, 2021Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

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

May 5, 2021Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

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

April 20, 2021Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

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!

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

April 7, 2021Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

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

March 24, 2021Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

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

March 10, 2021Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

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 Smith | Sweet Insurance Services: (832) 533-8027

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Episode 21 – Answering the Question, “When Can I Retire?”

February 24, 2021Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

Setting up your future takes time, knowledge, and expertise. This is especially true when planning for retirement.

However, when you hire a financial advisor, figuring out how and when you can retire becomes a lot easier.

In this episode, Jeff Green and Lauren Smith reveal the tools they use to help clients answer the question, “When can I retire?” Plus, they discuss their answers to other commonly asked wealth planning questions and share ways you can start preparing for retirement today.

In this episode, we discuss:

How Green Financial Group conducts feasibility studies to evaluate your retirement timeline
When most people start to plan for retirement
How to get the highest value for your Social Security
Whether it’s ideal to pay off your house
And more!

Join us today to learn Jeff Green’s and Lauren Smith’s advice around planning for your retirement!

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