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Podcasts

Lauren Smith | Feb 23, 2022

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

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

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Lauren Smith | Feb 9, 2022

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

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

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Lauren Smith | Jan 26, 2022

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

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

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Lauren Smith | Jan 12, 2022

Healthy Financial Habits To Start This Year (Ep. 42)

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

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Lauren Smith | Dec 29, 2021

The Financial Concerns of the Pandemic (Ep. 41)

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

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Lauren Smith | Dec 15, 2021

The Green Team Holiday Traditions (Ep. 40)

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

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Lauren Smith | Dec 1, 2021

Sharing Your Financial Documentation with Family (Ep. 39)

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

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Lauren Smith | Nov 10, 2021

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

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

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Lauren Smith | Oct 27, 2021

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

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

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Lauren Smith | Oct 13, 2021

What to Think About To Live Your Dream Retirement (Ep. 36)

“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

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Lauren Smith | Sep 29, 2021

Your Cyber Security Mindset (Ep. 35)

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

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Lauren Smith | Aug 25, 2021

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

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

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