Tag Archives: The Green Zone

Meet The Team: Claire Holmes, Marketing Consultant (Ep. 33)

August 11, 2021Finance, Financial, Investing, Retirement, UncategorizedAccountability, Claire Holmes, Double H Design Co., Jeff Green, Lauren Smith, Mama Collaborative, Marketing, The Green Zone, Time Managementthegreenzone

The team at Green Financial Group is passionate about helping those in the oil and gas sector take command of their finances. But each team member has their distinct role and specific passion, and we want you to get to know them!

In this episode, Jeff Green and Lauren Smith are joined by Claire Holmes, Marketing & Strategy Consultant and founder of Double H Design Co. and Mama Collaborative. Claire discusses how she helps the Green Financial Group team with productivity, time management, accountability, and processes behind the scenes within the company.

Claire discusses:

Why time management is the key to success
Two of her top time management techniques she teaches to help you get your jobs done
The types of jobs she’s worked at––and how she ended up owning two of her own companies
How her interests are fulfilled through her own work
And more

Resources:

Connect With Claire Holmes:

Connect With Green Financial Group:

About Our Guest:

Claire Holmes’ goal is to help others achieve their goals. Whether that is helping a company develop and execute a thoughtful marketing strategy, writing professional bios that exude authenticity, or leveraging my creativity to develop custom photo books and slideshows. She is a (Type A) Jane of All Trades who likes to get things done. A perfectionist to her core, she is extremely detail-oriented, works hard to get the job done, and is always looking for ways to add more value for her clients.

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The Biggest Mistakes You Can Make in Your College Planning (Ep. 32)

July 28, 2021Finance, Financial, Investing, Retirement, UncategorizedCollege, Education, Financial Aid, Jeff Green, Lauren Smith, planning, Students, The Green Zone, Tuitionthegreenzone

The biggest mistake you can make is to wait to start planning for your college savings. The process may be much more complicated than you expect, and it’s important to have time on your side.

In this episode, Jeff Green and Lauren Smith share their insights about the college planning process and what you should keep in mind as you save money for your child’s education.

Jeff and Lauren discuss:

The average fees and tuition costs for college students
The variety of sources your college money can come from
How to find out if your child qualifies for financial aid
How family members and friends can contribute to a child’s education
And more

Resources:

Connect With Green Financial Group:

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The Expense of the Pandemic on Our Economy (Ep. 31)

July 14, 2021Finance, Financial, Investing, Retirement, UncategorizedDemand, Economy, Flight, Inflation, Jeff Green, Lauren Smith, Rental Car, Supply, The Green Zonethegreenzone

We’ve gotten a taste of the post-COVID life. What are you planning to do, as the restrictions continue to lift?

In this episode, Jeff Green and Lauren Smith take a look at the recovery of the economy with high-frequency data numbers. They also share some of the effects of supply, demand, and inflation right now for consumers.

Jeff and Lauren discuss:

High frequency data comparing numbers from the box office, hotel occupancy, TSA checkpoint data
The rising cost of flights for consumers
What reverse inflation is––and why inflation is here
The existing demand for rental cars with shortage in supply
And more

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The Biggest Proposed Conjecture Tax Changes (Ep. 30)

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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