Videos
A Book That Will Inspire Your Wellness Journey
Here at Green Financial Group, we like to share valuable resources to support your entire life, not just your finances. So in this video, I wanted to share a bit about the wellness journey I’ve been on that started after reading Outlive by Dr. Peter Attia.This book opened my eyes to the “four horsemen”—the big health […]
How to Financially Prepare For The Role of Caregiver
Did you know that almost 1 in 4 women over 55 provide unpaid caregiving? (Source: Dept. of Labor) That means a large percentage of us will take on the role of caregiver at some point, whether it’s for aging parents, a spouse or even grandchildren. The financial impact can be significant, so it’s important to […]
What You Need To Know About Women’s Longevity & Retirement Planning
As a woman, one of the most significant challenges we face in retirement planning is accounting for longevity. We tend to live longer than men, which means our retirement savings need to last longer—sometimes 20, 30 or even 40 years after we stop working. In this video, I dive into why it’s crucial for women […]
Why I Founded Green Financial Group
This month, Green Financial Group celebrates its 16th anniversary. However, I’ve been in the financial world for over 25 years so I wanted to share a bit of my own journey and why I decided to venture out to open Green Financial Group back in 2008. After spending nearly three decades in the financial industry, […]
Social Security Secrets Every Woman Should Know
I often get asked questions about Social Security from my female clients, from eligibility to spousal benefits and what happens in cases of divorce or widowhood. In this brief video, I discuss crucial Social Security points every woman should consider. Understanding these nuances can help you maximize your benefits and feel confident in your financial […]
Meet Carson Green
We recently welcomed a new intern to the Green Financial Group team, Carson Green (no relation!). Carson, who’s in his senior year studying at The University of Texas at Austin, fell in love with this industry during his freshman year. His role at the firm includes portfolio structuring and learning how to build relationships with […]
The Train of Life: Wisdom Beyond Wealth
We often think of life as a straightforward journey, but “The Train” beautifully captures the complexities and the importance of the relationships we build along the way. We recently received this touching poem from a dear client, and it resonated so deeply with us that we wanted to share its message with you through a […]
Building Sustainable Wealth: Green Financial’s Approach
When people ask me, “Hey Jeff, what do you do?” I often say, “We manage the financial affairs of a few families around town.” And they always ask, “How do you do that?” And my answer: “Very carefully.” But what does that really mean? Let me break it down for you. Here at Green Financial Group, […]
A Day In The Life Of A Financial Advisor For Women
I often get asked exactly what it is that I do as a Financial Advisor for Women and CERTIFIED FINANCIAL PLANNER® professional with Green Financial Group. So today I’m excited to share this video, which shows you a little glimpse into my daily routine. Although every day is unique, you’ll see in the video that […]