Tag Archives: planning

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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


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



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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Episode 20 – What Might 2021 Bring to the Stock Market?



As we continue through the COVID-19 pandemic and see a new administration enter the White House, what might investors see in 2021 when it comes to the stock market?

In this episode, join Jeff Green and Lauren Smith as they share an open conversation around their thoughts about the coming year based on the current economic, political, and social climate. They chat about pressing demands for more COVID-19 relief for consumers and businesses and reveal the impact this year might have on various industries.

In this episode, we will discuss:

  • What’s happening in the stock market 
  • How industries like tech and oil industries might fare this year
  • How tightening regulations are impacting the stock market
  • The best way to stay proactive in the market 
  • And more!

Join us today for Jeff Green and Lauren Smith’s perspective on the economy and stock market in 2021!

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


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Episode 19 – What Will a Biden Presidency Mean for Investors?



Along with a new year comes a new administration in Washington. What will the arrival of a Biden White House mean for investors across America? 

In this episode, explore this and more with Jeff Green and Lauren Smith. Join them as they discuss and assess the current economic and political outlook and share what investors could expect to see in 2021.

In this episode, we will discuss:

  • The possibility and impact of a split congress
  • Effects of high corporate taxes
  • About Biden’s green agenda
  • What Green Financial Group sees for healthcare
  • And more!

Join us today for Jeff Green and Lauren Smith’s predictions of what lies ahead!

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


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Episode 18 – Taking Some Time to Reflect



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


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Episode 17 – Traveling in our COVID-19 World — With Maddy Foxx Moffitt



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


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Episode 16 — How Retirement Planning Can Optimize Your Retirement Taxes



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


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Episode 15 — IRA End-of-Year Planning Strategies



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