Blog
Focusing On The Good Amidst The Doom & Gloom (Ep. 53)
These days, it feels like everywhere we look, we see messages of doom and gloom. We are constantly being told by the media that the markets, politics and even our safety are at risk. But instead of letting yourself go down a rabbit hole of negativity, Jeff Green and Lauren Smith want to encourage you […]
The Results of a Strategic Retirement Plan (Ep. 52)
Even in turbulent financial times, the one thing you can always count on is a sound financial plan – and advisors who help you pivot with and understand the ever-changing market. In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith talk about the importance of financial planning today with tomorrow in […]
Is A Recession Really Coming In 2022? (Ep. 51)
There’s no doubt the current market is ugly. We have fielded many calls from concerned clients — and understandably so. With everything you hear on the news these days, it can feel like the sky is falling. But is a recession really coming? We’ll cover that and more in this episode of The Green Zone Podcast. Jeff […]
Supporting a Recent College Graduate (Ep. 50)
As a parent, you want to support your kids to get them started in life. But how do you know when you’re giving them too much financial support? In this episode, Jeff Green and Lauren Smith provide tips and tricks to help parents support their college graduates as they transition for what’s next without going […]
10 Things You Should Know When Estate Planning (Ep. 49)
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 […]
New Investing Lingo being Used by Younger Folk (Ep. 48)
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 […]
College Planning Using a 529 Plan With Ryan White, CIMA® (Ep. 47)
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 […]
Creating the Pre-Retirement Checklist (Ep. 46)
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 […]
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 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. […]