Episode 18: Taking Some Time to Reflect

Have you taken some time to reflect on what you are thankful for as this hectic year comes to a close? 

In this episode, Jeff Green and Lauren Smith take some time to speak about what they are thankful for as this year comes to an end, and share with you some of the things that make them so happy to be a part of the team at Green Financial Group.

In this episode, we will discuss:

  • Jeff’s feelings of gratitude toward his team  
  • Jeff’s role as being a leader to his team 
  • How technology has been present in their team before and through the pandemic
  • The changing dynamics at Green Financial Group
  • And more!

Join us today as we take time to reflect on what we are thankful for as 2020 comes to an end.

 


Episode 17: Traveling In Our COVID-19 World- With Maddy Foxx Moffitt 

Are you prepared to take your next luxury trip? 

How might COVID-19 impact your travel plans?

In this episode Jeff Green and Lauren Smith sit down with Maddie Foxx Moffitt, a travel advisor with MFM Luxury Travel. Together, they explore the new travel challenges and restrictions that have come with COVID-19 and discuss the rapid changes the travel industry has seen in 2020. 

In this episode you will learn:

  • The current state of travel in the United States and abroad
  • Why RV rentals are becoming increasingly popular 
  • Recommended places to travel under the current restrictions
  • COVID-19 laws for going into a country as a traveler
  • And more!

Tune in today to learn how you can safely travel during COVID-19!

 


Episode 16: How Retirement Planning Can Optimize Your Retirement Taxes 

One of the best tools you can use to achieve the retirement you want is a comprehensive retirement plan. 

This is especially true when it comes to making the most of your retirement tax picture.

In this episode, Jeff Green and Lauren Smith outline ways retirement planning can make all the difference when it comes to your taxes. They discuss retirement tax planning strategies and share ways you can update your retirement plan to optimize your financial future.

In this episode, you will learn:

  • Ways to take advantage of tax deferral opportunities 
  • How to decide when to take action with your Social Security
  • Why you should consider doing a Roth IRA conversion
  • How a cash flow analysis can help you with your retirement distribution strategy
  • And more!

Tune in today to learn how retirement planning can help you reduce your retirement taxes!

 


Episode 15: IRA End-of-Year Planning Strategies 

With 2021 quickly approaching, many are ready to say goodbye to 2020 and all of its ups and down. 

But before you start celebrating the new year, there is still some planning to do — especially around your IRA accounts and the tax advantages they offer! 

In this episode, Jeff Green and Lauren Smith break down some of this year’s big changes to IRA accounts and how they might impact you. They also share ways you can take advantage of retirement account tax strategies to end the year with your best foot forward.

In this episode, you will learn:

  • How required minimum distributions changed in 2020
  • Why you should consider Roth conversions
  • How to qualify for Coronavirus-related distributions
  • About SEPP payments
  • And more!

Tune in today to learn how you can optimize your retirement accounts for the new year!

 


Episode 14: Investing After The 2020 Election

No matter the outcome of this year’s contentious national election, it’s important to look after your financial future with a calm and reasonable attitude.

In this episode, Jeff Green and Lauren Smith will serve as your guides for your post-election investing. Together, they share tips for navigating investing after the election and share how the markets tend to react under different presidential administrations.

In this episode, you will learn:

  • How previous elections have impacted the markets
  • What you should do with your investing after the election
  • How the misery index can indicate presidential outcomes
  • Ways to avoid knee-jerk investing reactions
  • And more!

Tune in today to learn how you should move forward with your investing after this year’s election!

 


Episode 13: How Can You Better Protect Your Information and Identity?

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!

 


Episode 12: Addressing Your Market Concerns with Brian Wesbury

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!

 


Episode 11: Navigating the Markets During a Global Pandemic  

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! 

 


Episode 10: 3 Ways To Improve Your Self-Being During the Pandemic  

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!


Episode 9: The SECURE Act and What it Means for Your Retirement  

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!


Episode 8: The Eculent Experience in Kemah, Texas – With Chef David Skinner 

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!


Episode 7: The Stock Market is Looking Good, So Why is the Economy Still in Bad Shape?  

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. 


Episode 6: How COVID-19 is Impacting the Hospitality Industry — With Benjamin Berg

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.


Episode 5: The CARES Act: What You Need to Know  

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!


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

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.


Episode 3: Get to Know Green Financial Group’s Lauren Smith  

When it comes to financial advising, there are various ways to measure success. Oftentimes, it comes back to the values of the advisor. 

In this episode of The Green Zone Podcast, learn more about Green Financial Group’s Director of Business Development, Lauren Smith. Discover how she measures success with her clients, what makes her great at her job, and more.

In this episode, you will learn:

  • Who Lauren Smith is, and how and why she became an advisor
  • Who Lauren’s ideal client is
  • How Lauren measures success with clients 
  • What Lauren’s proudest achievement is 
  • And more!

Join us now to get to know all about Lauren Smith!


Episode 2: The Green Zone Financial Plan  

Green Financial Group specializes in providing a comprehensive approach to financial planning so that you can live your ideal lifestyle. 

But what exactly does their planning involve and how can it benefit you as an oil and gas executive? 

Today, Jeff Green welcomes Green Financial Group partner Lauren Smith, CFP®, MBA, to explore what makes up the green zone financial plan. Together, they highlight the eleven areas they cover during their planning process and why each area is important. 

In this episode, you’ll learn: 

  • How often Green Financial Group revisits your plan — and why 
  • Important planning areas covered in the green zone financial plan 
  • How insurance changes as you enter retirement 
  • What client relationship management means to Green Financial Group 
  • And more! 

Listen now to learn about the green zone financial plan and what it can bring to your financial life! 


Episode 1: Introducing The Green Zone Podcast

Welcome to The Green Zone Podcast featuring Jeff Green of Green Financial Group! 

In this debut episode, Jeff Green kicks off the series by sharing why he’s ready to teach oil and gas executives how to take command of their finances and to live in the green. Jeff also helps you get to know him better by sharing more about his professional passions and outlook, along with some of his personal interests and hobbies. 

In this episode, you’ll learn: 

  • How Green Financial Group helps oil and gas executives with their finances 
  • How Jeff and his team earn clients’ trust 
  • Why Green Financial Group believe in managing their own portfolios 
  • What’s to come on the Green Zone Podcast 
  • And more! 

Tune in now for your official introduction to Jeff Green the Green Zone Podcast!