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, not only for retirement but other financially-demanding times throughout the year. 

Jeff and Lauren discuss:

• Healthy financial habits for all income scenarios
• How to continue your good habits throughout the whole year
• Planning for more than just retirement
• Why you shouldn’t wait until you’re retired to tackle your bucket list
• And more!

Connect With Green Financial Group:



• [email protected]
• (713) 244-3030
• Green Financial Group
• LinkedIn: Jeff Green
• LinkedIn: Lauren Smith