Podcast | The Green Zone

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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Spouses can oftentimes be surprised by the changing dynamic of their marriage in retirement.

In this episode, Jeff Green talks with Dr. John Vincent a psychologist and a marriage and family therapist to discuss what marriage can look like when one or more spouses have retired. They also highlight the importance of communication between each partner when outlining financial goals before and during retirement.

Dr. John Vincent discusses:

What issues can generate conflicts between a couple
How the transition from working full-time to retiring can affect a marriage
The conflicts that can arise once both spouses have retired outside of financial affairs
What possibilities open up once both spouses have entered the retirement stage
And more!

Connect with Dr. John Vincent:

jvincent@central.uh.edu

Connect With Green Financial Group:

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The Green Zone

Tag Archives: Podcast

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

Money Conversations Every Couple Should Be Having (Ep.43)