https://simplecast.com 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. 2022 Your Green with Roger S Green en Mon, 14 Aug 2023 17:29:10 +0000 Mon, 14 Aug 2023 17:29:20 +0000 https://your-green-with-roger-s-green.simplecast.com https://image.simplecastcdn.com/images/da423203-47cd-4515-acd1-bcf23d009524/ad8c0146-fbaf-4d88-85c6-6cc4a4bb6be7/3000x3000/greenfinanacialpodcast-3000x3000-v2-2.jpg?aid=rss_feed https://your-green-with-roger-s-green.simplecast.com episodic 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. Gwinnett Magazine no https://feeds.simplecast.com/jjECsf1y debt, 401k, advice, budget, family budget, financial, financial adivsor, financial fitness, retirement, green financial resources, investing, money, money management, taxes, personal finance, planning, roger s green, your green Nathaniel Thomas McGill nathan@gwinnettmagazine.com 31735029-4ec0-42b0-b004-a7b532d5b142 Mon, 14 Aug 2023 17:29:10 +0000 nathan@gwinnettmagazine.com (Nathaniel Thomas McGill) https://your-green-with-roger-s-green.simplecast.com/episodes/inflation-in-the-nation-9WIhyaIW Inflation In The Nation! Nathaniel Thomas McGill 00:30:59 no full 11 1 227475a2-f5e4-4ff7-8210-39b7b815a6c0 Thu, 27 Jul 2023 13:02:05 +0000 nathan@gwinnettmagazine.com (Nathaniel Thomas McGill) https://your-green-with-roger-s-green.simplecast.com/episodes/get-your-green-in-order-the-basics-Xn8XOapc Get "Your Green" in order: The Basics! Nathaniel Thomas McGill 00:32:53 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. 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. no full 10 1 a49e13c3-bd69-4c7f-af73-61c09cb288fa Mon, 24 Apr 2023 20:09:48 +0000 nathan@gwinnettmagazine.com (Nathaniel Thomas McGill) https://your-green-with-roger-s-green.simplecast.com/episodes/make-better-decisions-guide-to-behavioral-investing-rtjRjHNU Make Better Decisions: Guide To Behavioral Investing Nathaniel Thomas McGill 00:35:47 no full 9 1 87dcb8fe-f9a4-4048-8b12-4eeaf8c52e92 Wed, 29 Mar 2023 16:02:12 +0000 nathan@gwinnettmagazine.com (Nathaniel Thomas McGill) https://your-green-with-roger-s-green.simplecast.com/episodes/before-bad-things-happen-guide-to-insurance-f2lMtZ10 Before Bad Things Happen: Guide to Insurance Nathaniel Thomas McGill 00:32:15 no full 8 1 fc4ea7a8-7fa2-4b74-b0bc-dbfe22a9cc5e Tue, 7 Mar 2023 15:52:55 +0000 nathan@gwinnettmagazine.com (Nathaniel Thomas McGill) https://your-green-with-roger-s-green.simplecast.com/episodes/tax-planning-for-your-future-CaoX8etP Tax Planning For Your Future Nathaniel Thomas McGill 00:30:06 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! 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! no full 7 1 8018dcb9-29cc-404c-a297-794abe25c7a9 Fri, 2 Dec 2022 19:52:11 +0000 nathan@gwinnettmagazine.com (Nathaniel Thomas McGill) https://your-green-with-roger-s-green.simplecast.com/episodes/find-purpose-in-your-retirement-jGzEONRX Find Purpose in Your Retirement Nathaniel Thomas McGill 00:28:43 no full 6 1 e5f21cad-1e78-4d2d-aeb1-0570ee0e3857 Fri, 28 Oct 2022 14:10:49 +0000 nathan@gwinnettmagazine.com (Nathaniel Thomas McGill) https://your-green-with-roger-s-green.simplecast.com/episodes/women-and-investing-8381WDMA Women and Investing! Nathaniel Thomas McGill 00:22:24 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! 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! no full 5 1 97bcecdb-d7d8-4061-a3a4-4a83752a08e5 Wed, 28 Sep 2022 21:03:51 +0000 nathan@gwinnettmagazine.com (Nathaniel Thomas McGill) https://your-green-with-roger-s-green.simplecast.com/episodes/surviving-bear-markets-Lg8K7qUd Surviving Bear Markets! Nathaniel Thomas McGill 00:26:17 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! 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! no full 4 1 d1787b7f-3eca-42fe-b369-636ab67dcf2b Mon, 8 Aug 2022 21:45:33 +0000 nathan@gwinnettmagazine.com (Nathaniel Thomas McGill) https://your-green-with-roger-s-green.simplecast.com/episodes/wisdom-for-graduates-Df_uj0zB Wisdom For Graduates Nathaniel Thomas McGill 00:32:43 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. 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. no full 3 1 1650f928-db6d-454c-9659-4fe62e490006 Thu, 7 Jul 2022 17:51:19 +0000 nathan@gwinnettmagazine.com (Nathaniel Thomas McGill) https://your-green-with-roger-s-green.simplecast.com/episodes/your-green-and-inflation-w_GnSzH1 Your Green and Inflation! Nathaniel Thomas McGill 00:30:59 Everyone is feeling the impact of inflation the nation today. We notice it at checkout counter in the grocery store or when the price of other goods and services we regularly budget for each week cost more. As inflation goes up, the buying power of our income goes down. That doesn't feel great for anyone, especially when you seem to be working harder for less. If inflation is effecting your day to day, then it will also impact your future. The fact is, inflation turns your retirement goals into moving targets. If you want to be able to afford the things you need and want in retirement, often years in the future; inflation must be accounted for in your planning. In this episode of “Your Green” with Roger S Green, we talk about inflation and what everyone needs to know when it comes to preserving your financial fitness. With inflation in the headlines folks want to know what that means for their retirement and savings. Inflation can easily get overlooked in retirement planning. So we take some time to talk with Roger S.Green from Green Financial Resources about the strategies you can use when setting goals for retirement. Give It A Listen! Roger Green is an Investment Advisor Representative offering Securities and advisory services 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 mentioned 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. To qualify for the tax-free and penalty-free withdrawal or earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59½ or due to death, disability, or a first time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes. Investors should consider the investment objectives, risks, charges, and expenses of the funds carefully before investing in mutual funds. The prospectus contains this and other information about the funds. Contact our office to obtain a prospectus, which should be read carefully before investing or sending money. 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. Everyone is feeling the impact of inflation the nation today. We notice it at checkout counter in the grocery store or when the price of other goods and services we regularly budget for each week cost more. As inflation goes up, the buying power of our income goes down. That doesn't feel great for anyone, especially when you seem to be working harder for less. If inflation is effecting your day to day, then it will also impact your future. The fact is, inflation turns your retirement goals into moving targets. If you want to be able to afford the things you need and want in retirement, often years in the future; inflation must be accounted for in your planning. In this episode of “Your Green” with Roger S Green, we talk about inflation and what everyone needs to know when it comes to preserving your financial fitness. With inflation in the headlines folks want to know what that means for their retirement and savings. Inflation can easily get overlooked in retirement planning. So we take some time to talk with Roger S.Green from Green Financial Resources about the strategies you can use when setting goals for retirement. Give It A Listen! Roger Green is an Investment Advisor Representative offering Securities and advisory services 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 mentioned 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. To qualify for the tax-free and penalty-free withdrawal or earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59½ or due to death, disability, or a first time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes. Investors should consider the investment objectives, risks, charges, and expenses of the funds carefully before investing in mutual funds. The prospectus contains this and other information about the funds. Contact our office to obtain a prospectus, which should be read carefully before investing or sending money. 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. no full 2 1 76f0019f-6a16-4b69-8fd2-a49c73b4956b Fri, 17 Jun 2022 16:01:27 +0000 nathan@gwinnettmagazine.com (Nathaniel Thomas McGill) https://your-green-with-roger-s-green.simplecast.com/episodes/your-green-the-basics-of-financial-fitness-HOjVXgkh Your Green: The Basics of Financial Fitness Nathaniel Thomas McGill 00:32:53 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. 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. no full 1 1