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The Green Zone

Business & Economics Podcasts

Welcome to the Green Zone podcast, the show that teaches oil and gas executives how to take command of their finances and live in the green. Your host, Jeff Green from Green Financial Group, will be your financial guide, all while giving you a tour of the most beloved and best-kept-secret spots around Houston, Texas.

Welcome to the Green Zone podcast, the show that teaches oil and gas executives how to take command of their finances and live in the green. Your host, Jeff Green from Green Financial Group, will be your financial guide, all while giving you a tour of the most beloved and best-kept-secret spots around Houston, Texas.

Location:

United States

Description:

Welcome to the Green Zone podcast, the show that teaches oil and gas executives how to take command of their finances and live in the green. Your host, Jeff Green from Green Financial Group, will be your financial guide, all while giving you a tour of the most beloved and best-kept-secret spots around Houston, Texas.

Language:

English


Episodes

10 Things You Should Know When Estate Planning (Ep.49)

5/11/2022
There will eventually come a time when you pass away but that doesn’t mean you should wait until then to start building a comprehensive estate plan. In this episode, Jeff Green and Lauren Smith discuss 10 things you should know about estate planning and will be your guide to making confident decisions about your estate planning. Jeff and Lauren discuss: How an estate planning attorney can help you The value of using an online cloud-based digital storage to store important documents Why it is...

Duration:00:13:53

New Investing Lingo being Used by Younger Folk (Ep.48)

4/27/2022
Language is a beautiful thing as it can seamlessly morph and adapt to changing times, but sometimes as older folks, it can be a little tough to understand the lingo of the younger crowd. In this episode, Jeff Green and Lauren Smith identify the meaning of some investing terms used by younger people. They also share where these terms are originating from as more younger people are starting to invest their money into the stock market. Jeff and Lauren discuss: How Reddit has influenced the...

Duration:00:12:52

College Planning Using a 529 Plan With Ryan White, CIMA® (Ep.47)

4/13/2022
Most people can agree that they’re concerned about college education planning and ultimately paying for the cost of college. A 529 plan is a great tool in helping you reach your education savings goal. In this episode, Jeff Green and Lauren Smith talk with Ryan White, CIMA® a director of product management at Columbia Threadneedle Investments, US. You will learn why a 529 plan is a simple way to save for all educational related expenses, and what your three options are if you still have...

Duration:00:25:50

Creating the Pre-Retirement Checklist (Ep.46)

3/9/2022
It might feel good to just up and retire from your job without any plan. But that may not be the smartest choice. In this episode, Jeff Green and Lauren Smith talk about the ‘pre-retirement checklist’ they have created for their clients and how it can change their entire experience of the retirement lifestyle. They also go into detail about the difference between clients that have used this plan far in advance and clients who have used this a little later in the game. Jeff and Lauren...

Duration:00:19:24

Starting Your Career in Financial Services with Melanie Knight (Ep.45)

2/23/2022
Everybody has their own personal experiences which helped them kick start their career in the financial industry. In this episode, Jeff Green and Lauren Smith talk with Melanie Knight, director of operations and client services at Green Financial Group, to discuss her experience going directly from college to starting her career at Green Financial Group. Melanie discusses: The responsibilities of client service within Green Financial Group The typical day working as a financial professional...

Duration:00:12:50

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

2/9/2022
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...

Duration:00:18:55

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

1/26/2022
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...

Duration:00:24:51

42. Healthy Financial Habits To Start This Year

1/12/2022
What does it take to make the new year different? How do you hold yourself accountable for the changes you want to make? In this episode, Jeff Green and Lauren Smith reflect on their past year at Green Financial, and they share their goals for the upcoming year. They also talk about the process of planning, not only for retirement but other financially-demanding times throughout the year. Jeff and Lauren discuss: Healthy financial habits for all income scenarios How to continue your good...

Duration:00:21:09

41. The Financial Concerns of the Pandemic

12/29/2021
There is no doubt that the pandemic made an impact on everyone’s lives in some way, shape, or form. This becomes increasingly clear when you look at the state of the market, inflation rates and national spending practices. In this episode, Jeff Green and Lauren Smith evaluate the concerns that the people of America have been having regarding government spending throughout the pandemic, the effects of inflation, and how the stock market has been more unpredictable than ever. Jeff and Lauren...

Duration:00:17:21

40. The Green Team Holiday Traditions

12/15/2021
Holiday traditions are very important to keep us close with our loved ones and to create memories that will last a lifetime. In this episode, Jeff Green and Lauren Smith speak with some of the team members at Green Financial Group—Hillary, Claire, and Melanie. They discuss some of their favorite holiday family traditions and some of the fun memories they have made over the years. The Green Team discuss: The fun tradition of elf on the shelf The relaxing tradition of having an adult christmas...

Duration:00:14:56

39. Sharing Your Financial Documentation with Family

12/1/2021
You may have a pretty good handle on your finances. But have you shared that information with your family? In this episode, Jeff Green and Lauren Smith talk about suggestions for documenting the details of your finances so your family can access this information in case of an emergency. They share tips for ways to share this information, and explain why you should be having this conversation before it’s too late. Jeff and Lauren discuss: The purpose of the ‘family phone call’ The helpful...

Duration:00:10:03

38. Insights on Researching Before You Give: Charitable Giving, Part Two With Kendall Monroe

11/10/2021
Giving comes in many forms—it can be time, talent, or treasure, but most importantly, giving should come from the heart. In this episode, Jeff Green and Lauren Smith speak with Kendall Monroe, chief advancement officer at the Kidney Cancer Association and co-founder and director of development of The Way Home Adoption. Kendall discusses her role in each of the organizations, and how the organizations give back to help people in the global community. Kendall discusses: How each of the...

Duration:00:19:49

37. Changing Young Children’s Lives through Education: Charitable Giving, Part One With Rebecca Roberts and Glenn Okuma

10/27/2021
CYCLE Houston is a nonprofit charity organization that uses bicycles to motivate kids to reach defined academic goals. Their goal for 2021 is to build 10,000 bicycles—and you can help. In this episode, Jeff Green and Lauren Smith talk with Rebecca Roberts, executive director and Glenn Okuma, webmaster at CYCLE Houston. They share how their charity began, it’s mission, and how it is growing to help Houston children and students. Rebecca and Glenn discuss: How CYCLE began and the overall...

Duration:00:19:30

36. What to Think About To Live Your Dream Retirement

10/13/2021
“A goal without a plan is just a dream.” You will not be able to live your dream retirement without a proper financial plan in place. In this episode, Jeff Green and Lauren Smith discuss the important things to think about as you plan for retirement. They recommend what actionable steps you could be taking now to plan for your dream retirement in the future. Jeff and Lauren discuss: The value of using a bucket list to live out your dreams in retirement The factors you need to consider when...

Duration:00:23:35

35. Your Cyber Security Mindset

9/29/2021
Our personal lives have become so entwined with the internet with online banking, online shopping and much more! This means our personal information is much more vulnerable to identity theft. Last year, over 14 million people were victims of identity theft––are you next? In this episode, Jeff Green and Lauren Smith share some cyber security tips you can implement to keep your sensitive information safe and secure. Jeff and Lauren discuss: How to protect yourself against cybersecurity threats...

Duration:00:28:07

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

8/25/2021
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...

Duration:00:18:23

33. Meet The Team: Claire Holmes, Marketing Consultant

8/11/2021
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,...

Duration:00:26:03

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

7/28/2021
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...

Duration:00:16:25

31. The Expense of the Pandemic on Our Economy

7/14/2021
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...

Duration:00:19:26

30. The Biggest Proposed Conjecture Tax Changes

6/30/2021
“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...

Duration:00:17:42