The Green Zone

Investing Mergers and Acquisitions Private Equity The Energy Mixx April 28, 2025

The Green Zone

The Green Zone Podcast is your go-to source for financial insights, market trends, and strategies to help you take command of your wealth and live in the green. Hosted by seasoned financial advisors Jeff Green and Lauren Smith, this monthly podcast breaks down the economy, stock market movements, and practical ways to maximize your most valuable asset—your time. Whether you’re a seasoned investor or just getting started, our goal is to empower you with the knowledge and confidence to make informed financial decisions. Tune in each month for professional perspectives and actionable advice to help you feel confident in your financial future.

Please Note: Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Green Financial Group is not a broker/dealer. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm.

The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only.

Are you prepared for your final send-off? And more importantly, is your family?

When you pass on, will you be leaving behind a legacy of chaos and confusion, or one of clarity and care?

In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith decided to toss out their original topic on tariffs and pivot to something much more personal: death planning. From organizing legal documents to pre-determining funeral preferences and leaving behind letters to loved ones, this episode tackles the real-life logistics of what happens after we’re gone—with plenty of humor and wisdom along the way. In this episode, Jeff and Lauren discuss:

Essential legal documents: Keeping your will, powers of attorney, and medical directives up to date
Digital organization: Creating a file that lists all your financial accounts, passwords, and key contacts
Real estate & assets: Ensuring property deeds and investment paperwork are easy to locate
Funeral & memorial preferences: Outlining your wishes— everything from burial or cremation to party playlists
Notification list: Making a list of people you’d want contacted after your passing
Letters to loved ones: Writing meaningful messages for family and friends to be delivered after death
First-hand experience: Jeff shares what it was like to be the executor of his father’s estate
Planning = love: Why taking care of this checklist is one of the most compassionate things you can do
And more!