Blog
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. […]
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 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, […]
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 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 […]
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 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, […]
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 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 […]
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 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 […]
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 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 […]
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 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 […]
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 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, […]