Podcasts
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. […]
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 […]