Tag Archives: retirement

How Can You Better Protect Your Information and Identity? (Ep. 13)

October 21, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

With more and more of our personal information living online, how can you keep your essential information safe and secure?

In this episode, Jeff Green and Lauren Smith review strategies and techniques to help you protect your information and identity online. Together, they also share key steps you can take to guard yourself, and your finances, from harm.

In this episode, you will learn:

How to create and set up a strong password
What a password template is — and how to develop one
How you can protect your bank account information
How to protect yourself from scammers and spams
And more!

Tune in to find out how you can secure your information and identity today!

Resources: Green Financial Group: (713) 244-3030

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Addressing Your Market Concerns — With Brian Wesbury (Ep. 12)

October 7, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

Are you worried about the current state of the market — or where it could be heading as we continue through the COVID-19 pandemic?

To address some common investor concerns around the market, Jeff Green sits down with Brian Wesbury for today’s episode. As First Trust’s chief economist, Brian lends his insight and expertise to answer some of your market questions and to provide a 2021 market prediction.

In this episode, you will learn:

Why tech stocks won after the recent market volatility
Market concern around the election and our economic recovery
The effect of oil and interest rates on the market
Brian’s prediction for 2021
And more!

Tune in now to hear Jeff Green and Brian Webury’s answer to your market concerns!

Resources: Green Financial Group: (713) 244-3030 | First Trust

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Navigating the Markets During a Global Pandemic (Ep. 11)

September 25, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

2020 has been unpredictable in many areas, including the markets.

In today’s episode, Jeff Green and Lauren Smith reflect on the implications of the S&P 500 during the COVID-19 pandemic. They explore what has happened so far and what investors could potentially see going forward, all the while answering some of investors’ common investing concerns during this time of uncertainty.

In this episode, you will learn:

Why you can’t time the market
Two types of market recoveries
The impact of the pandemic on local stores
How the labor market and up-coming election will be affected by this crisis
And more!

Tune in now to learn more about markets during the global pandemic and how they could impact you!

Resources: Green Financial Group: (713) 244-3030

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3 Ways To Improve Your Self-Being During the Pandemic (Ep. 10)

August 26, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

COVID-19 has forced us to adapt to major changes in social norms, financial markets, the workplace, school and, of course, at home.

It’s more important than ever for us to take care of ourselves.

Today, Jeff Green and Lauren Smith share what they’re doing on a daily basis to make it through the pandemic. Do you know the three main things that you can work on to improve your self-being? You’re about to find out!

In this episode, you will learn:

What daily routine Jeff gave up to improve his mental diet
Which book has drastically changed Lauren’s and Jeff’s outlook on their business
Similarities between the 2008 financial crisis and the current situation
The three focal points of an improved self-being
How improving yourself can impact those around you
The importance of moderation
And more!

Tune in now to hear what self-improvement strategies Jeff and Lauren recommend!

Resources: Green Financial Group: (713) 244-3030 | The 4-Hour Workweek

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The SECURE Act and What it Means for Your Retirement (Ep. 9)

August 12, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

Now that The Setting Every Community Up for Retirement Enhancement (SECURE) Act is in place, what does that mean for you and your retirement plan?

In this episode, Jeff Green and Laura Smith help you answer this question. Together, they break down the new act, its rules, and the impact it could have on your retirement planning.

In this episode, you will learn:

How changes to the required minimum distribution age can affect your distributions
Ways Green Financial Group is helping clients to strategize around the act
How beneficiaries are impacted by the act
SECURE Act tax considerations
And more!

Listen now and find out what you need to know about the SECURE Act!

Green Financial Group: (713) 244-3030

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The Eculent Experience in Kemah, Texas – With Chef David Skinner (Ep. 8)

July 15, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, C-19, Coronavirus, COVID-19, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

When you eat a meal, what do you see? What do you hear and smell while tasting your food?

In this episode, Jeff Green and Lauren Smith talk to David Skinner, the owner and chef at Eculent, a multi-sensory restaurant in Kemah, Texas. They discuss the magic that goes into creating a unique dining experience that serves all five senses.

You will learn:

How Eculent is different from other restaurants
The importance of engaging all senses during a meal
How David started his winery
The benefits of creating his own wine for Eculent
And more!

Tune in now to discover the unique culinary experience that is Eculent!

Resources: Green Financial Group: (713) 244-3030 ❘ Eculent | Clear Creek Vineyard

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The Stock Market is Looking Good, So Why is the Economy Still in Bad Shape? (Ep. 7)

July 1, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, C-19, Coronavirus, COVID-19, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

The stock market is starting to look good, but the U.S. economy is still in bad shape. Why is that?

In this episode, Jeff Green and Lauren Smith give their take on why there’s a disconnect between the state of the market and economy during this stage of COVID-19. Are there any signs that the economy is starting up again? You’re about to find out!

In this episode, you will learn:

Why this isn’t a “normal” recession at all
Three reasons why the market is improving, despite the economy’s current state
Which industries have led the way in the market during COVID-19
Signs that the economy is starting up again
Why Jeff foresees a U-shaped recovery for the economy and a V-shaped recovery for the stock market
And more!

Tune in for insight into why there’s a disconnect between the state of the market versus the economy during this stage of COVID-19.

Resources: Green Financial Group: (713) 244-3030

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How COVID-19 is Impacting the Hospitality Industry — With Benjamin Berg (Ep. 6)

June 17, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, C-19, Coronavirus, COVID-19, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

Many essential industries have experienced cutbacks and closures due to COVID-19 — including the hospitality industry.

This leaves the question: How will restaurants bounce back after this pandemic?

Today, Jeff Green and Lauren Smith welcome guest Benjamin Berg of the Berg Hospitality Group to explore the impact of COVID-19 on the hospitality industry and the uncertainty of the future.

In this episode, you will learn:

The challenges with arranging compensation for employees
How restaurants have changed during the COVID-19 crisis
The difficulties associated with reopening after the virus
And more!

Listen now to learn about the impact of COVID-19 on restaurants today and in the future.

Green Financial Group: (713) 244-3030 ❘ Berg Hospitality Group

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The CARES Act: What You Need to Know (Ep. 5)

May 27, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, C-19, Coronavirus, COVID-19, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

As the coronavirus continues to impact people and businesses across America, the government has passed the new CARES Act to help provide some relief. But what exactly does this act entail? And more importantly, how might it impact you?

Today, Jeff Green and Lauren Smith are here to break down the CARES Act, covering everything from the new recovery rebate to tax considerations.

In this episode, you will learn:

Details of the CARES Act
The impact of COVID-19 on Washington
Why should you file your 2019 return if you haven’t already
Why a longer government shutdown may result in a longer recovery
And more!

Tune in now to learn all about the CARES Act and what it could mean for you!

Resources: Green Financial Group: (713) 244-3030 | CARES Act

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COVID-19’s Continued Impact on the U.S. Economy: Our Predictions (Ep. 4)

May 13, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, C-19, Coronavirus, COVID-19, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxes, U.S. Economythegreenzone

Which industries will come back roaring after COVID-19 ends? What can the U.S. learn from this crisis?

In this episode, Jeff Green and Lauren Smith give their predictions on how the U.S. economy will be impacted by the peak, decline, and eventual end of the COVID-19 pandemic.

In this episode, you will learn:

When COVID-19 is expected to peak and decline in the U.S.
Jeff’s prediction for the GDP growth rate by the fourth quarter
Which industry might be the first one to come roaring back
What the U.S. can learn from this experience
Plus more!

Listen now for insights into how COVID-19 could continue to impact the U.S. economy.

Resources: Green Financial Group: (713) 244-3030

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