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Your Green with Roger S Green

Podkast av Gwinnett Magazine

engelsk

Business

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Les mer Your Green with Roger S Green

Talking Financial Fitness with Roger S Green. On this show we cover the topic of personal finance and talk with Roger S Green who shares the know how he's acquired from helping individuals and small business owners do more with their money for the last 34 years. Whether you are just getting started, building your assets during peak career years, heading into retirement, living life in retirement, or simply wanting a second opinion on your existing plan, this podcast is here to help.

Alle episoder

7 Episoder

episode Get "Your Green" in order: The Basics! cover

Get "Your Green" in order: The Basics!

In this episode we talk through the basics that everyone needs to know when it comes to your financial fitness. Let's talk with Roger about YOUR GREEN! Roger Green is an Investment Adviser Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Roger Green is located at 3700 CRESTWOOD PKWY STE 140, DULUTH, GA 30096. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market. These examples are hypothetical only, and do not represent the actual performance of any particular investments. Investments in securities do not offer a fixed rate of return. Principal, yield, and/or share price will fluctuate with changes in market conditions and when sold or redeemed, you may receive more or less than originally invested. Dollar cost averaging will not guarantee a profit or protect you from loss, but may reduce your average cost per share in a fluctuating market. Best of Gwinnett winners are chosen via voting and editors’ input, & opinions are vetted with the use of other available information. Awards and inclusion in lists cannot be considered a guarantee of future performance or success.

27. juli 2023 - 32 min
episode Tax Planning For Your Future cover

Tax Planning For Your Future

You've heard the sayings. They're hard to understand. They're one of the few certainties in life. If you don't know how to make the most out of them, taxes can be daunting, but you've got the right to pay the lowest amount within the law. Why leave a coupon uncashed? Tax planning can be a crucial component of long term financial security. It's more than just getting a tax refund, there's a multitude of ways to plan and prep to make it worthwhile in the long run. There's not a whole lot you can do looking backwards, waiting for returns and stretching them as far as they'll go. What you need to start doing is looking ahead and lowering your taxes in advance, especially if retirement is on your horizon. There's a method to the numerical madness. Learn how to make the best choice and develop the best strategy for you and your taxes. Listen here as we talk with Roger about YOUR GREEN, and subscribe so you never miss an episode!

7. mars 2023 - 30 min
episode Women and Investing! cover

Women and Investing!

Planning and patience. Women are statistically likely to live a longer life and this means they’ll need their savings to last. When it comes to investing, it’s important to understand how to balance between too much and not enough. In this discussion with Roger S. Green from Green Financial Resources we talk about when to take risks and why discipline can be often the best attribute. “Your Green” is a new video and audio podcast where we cover a different topic related to your personal financial fitness. Each month we will talk with Roger S Green as he shares the knowledge he’s acquired from helping individuals and small business owners do more with their money for the last 35 years. In this month’s episode, we talk about how women can invest to insure long-term security. Listen here as we talk with Roger about YOUR GREEN, and subscribe so you never miss an episode!

28. okt. 2022 - 22 min
episode Surviving Bear Markets! cover

Surviving Bear Markets!

It’s the season of the bear and it’s time to figure out how to prepare for hibernation. In this case, it’s the stocks and bonds going down for the proverbial winter. So what is a Bear Market and what do you do during one? As each new chapter begins, there are wise decisions to be made when it comes to finances. In this discussion with Roger S. Green from Green Financial Resources we talk about how to stay afloat in a market where investment prices are sinking. There is a lot to think about, and knowing what’s to be expected can help you be ready for what is coming next. “Your Green” is a new video and audio podcast where we cover a different topic related to your personal financial fitness. Each month we will talk with Roger S Green as he shares the knowledge he’s acquired from helping individuals and small business owners do more with their money for the last 35 years. In this month's episode, we talk through how to prepare and strategize in order to weather the Bear Market and be optimistic about it all!

28. sep. 2022 - 26 min
episode Wisdom For Graduates cover

Wisdom For Graduates

School is back in session and a new group of seniors prepare for their final year of High School. At the same time, recent graduates are starting their first semester of college, and recent college graduates are headed into their careers. As each new chapter begins, there are wise decisions to be made when it comes to finances. In this discussion with Roger S. Green from Green Financial Resources we talk about the all the things these graduates can be doing to get off to a great start in life. There is a lot to think about, and starting early can make all the difference in the world! “Your Green” is a new video and audio podcast where we cover a different topic related to your personal financial fitness. Each month we will talk with Roger S Green as he shares the knowledge he’s acquired from helping individuals and small business owners do more with their money for the last 34 years. In this month's episode, we talk through the words of wisdom for future graduates to consider when it comes to financial fitness.

8. aug. 2022 - 32 min
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