“A goal without a plan is just a dream.”

You will not be able to live your dream retirement without a proper financial plan in place.

In this episode, Jeff Green and Lauren Smith discuss the important things to think about as you plan for retirement. They recommend what actionable steps you could be taking now to plan for your dream retirement in the future.

Jeff and Lauren discuss: 

• The value of using a bucket list to live out your dreams in retirement
• The factors you need to consider when you decide when to start taking Social Security
• The importance of planning when deciding on your retirement date
• Why you should use your time before retirement to focus on your budget and cashflow
• And more

Connect With Green Financial Group:



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