Podcasts
How Retirement Planning Can Optimize Your Retirement Taxes (Ep. 16)
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 […]
IRA End-of-Year Planning Strategies (Ep. 15)
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 […]
Investing After the 2020 Election (Ep. 14)
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 […]
How Can You Better Protect Your Information and Identity? (Ep. 13)
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, […]
Addressing Your Market Concerns — With Brian Wesbury (Ep. 12)
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 […]
Navigating the Markets During a Global Pandemic (Ep. 11)
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 […]
3 Ways To Improve Your Self-Being During the Pandemic (Ep. 10)
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 SECURE Act and What it Means for Your Retirement (Ep. 9)
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 […]
The Eculent Experience in Kemah, Texas – With Chef David Skinner (Ep. 8)
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 […]