All Episodes
The Green Zone — 105 episodes
What To Ask Your Financial Advisor When The Headlines Get Loud (Ep. 105)
The Top Retirement Planning Mistakes (Ep. 104)
What Your Tax Return Can Reveal About Your Financial Plan (Ep. 103)
Staying The Course When Money Gets Emotional (Ep. 102)
How Family Office-Style Wealth Management Can Simplify Your Financial Life (Ep. 101)
100 Episodes In: What We’ve Learned About Money, Meaning & What Really Matters (Ep. 100)
Non-Profit Spotlight: The Katherine Ferruzzo Legacy Foundation (Ep. 99)
Hidden Costs of Retirement: What You Might Be Overlooking (Ep. 98)
The Truth About Retirement Planning: Separating Fact From Fiction (Ep. 97)
How To Think About Personal & Charitable Giving After Tragedy Strikes (Ep. 96)
The Story Behind Our Rebrand from Green Financial Group to Winstone Wealth Partners (Ep. 95)
Life After Retirement: Who Are You Without Your Job Title? (Ep. 94)
Having The Tough Conversations About Death & Finances (Ep. 93)
Wealth Wisdom: The Financial Playbook of the Ultra-Wealthy (Ep. 92)
Are You Financially Prepared For A Natural Disaster? (Ep. 91)
Your Health & Wealth Game Plan For The New Year (Ep. 90)
The Psychology of Holiday Overspending (And How To Overcome It) (Ep. 89)
Year-End Giving: How To Choose Causes and Optimize Tax Benefits
Cybersecurity Tips We Can No Longer Afford To Ignore (Ep. 87)
Financial Strategies For Life’s Big Transitions Ahead (Ep. 86)
Our Favorite Business, Life & Leadership Lessons (Ep. 85)
Business & Tech Trends We’re Watching (Ep. 84)
How To Build Wealth Wisdom In The Next Generation
The Role Of Values In Retirement Planning (Ep. 82)
Adulting 101: Money Moves to Master by 25 (Ep. 81)
Tax Surprises Through The 4 Stages of Retirement (Ep. 80)
Is Your Financial Advisor Showing You The Love? (Ep. 79)
Getting Financially Fit in 2024 (Ep. 78)
2023 Year in Review with Green Financial Group (Ep. 77)
The 2023 GFG Holiday Gift Guide (Ep. 76)
Boot Campaign: Serving Those Who Serve (Ep. 75)
The Top Retirement Traps To Avoid (Ep. 74)
The Pros & Cons of Investing in Cash for the Long-Term (Ep. 73)
What You Need To Know About The New Bull Market (Ep. 72)
Mistakes To Avoid When Hiring A Financial Advisor (Ep. 71)
Travel Hacks You Need This Summer (Ep. 70)
Financial Advice For My Younger Self (Ep. 69)
Why Financial Planning for Women is Different (Ep. 68)
SheSpace: A Community for Bold, Ambitious Women (Ep. 67)
What You Can Do In The Face Of Inflation (Ep. 66)
What You Need To Know About The Secure Act 2.0 (Ep. 65)
The Importance Of Setting Financial Resolutions (Ep. 64)
The GFG Holiday Gift Guide (Ep. 63)
Non-Profit Spotlight: PTSD Foundation of America & Marine Corps Scholarship Foundation (Ep. 62)
Non-Profit Spotlight: Cystic Fibrosis Foundation & GiGi’s Playhouse (Ep. 61)
Using The Birkman Assessment In Work & Retirement (Ep. 60)
Why The Timing of Market & Economic Cycles Is Important (Ep. 59)
Retirement Risks You Need To Know About (Ep. 58)
How To Keep Our Kids Safe In An Online World (Ep. 57)
Retirement FAQs: How Do I Think About Money In Retirement? (Ep. 56)
Find Your “Why” With The Birkman Assessment (Ep. 55)
The Ultimate Car-Buying Experience: LeasePro (Ep. 54)
Focusing On The Good Amidst The Doom & Gloom (Ep. 53)
The Results of a Strategic Retirement Plan (Ep. 52)
Is A Recession Really Coming In 2022? (Ep. 51)
Supporting a Recent College Graduate (Ep.50)
10 Things You Should Know When Estate Planning (Ep.49)
New Investing Lingo being Used by Younger Folk (Ep.48)
College Planning Using a 529 Plan With Ryan White, CIMA® (Ep.47)
Creating the Pre-Retirement Checklist (Ep.46)
Starting Your Career in Financial Services with Melanie Knight (Ep.45)
Critical Financial Discussions To Have With Your Aging Parents & Kids (Ep.44)
Money Conversations Every Couple Should Be Having (Ep.43)
Healthy Financial Habits To Start This Year (Ep. 42)
The Financial Concerns of the Pandemic (Ep. 41)
The Green Team Holiday Traditions (Ep. 40)
Sharing Your Financial Documentation with Family (Ep. 39)
Insights on Researching Before You Give: Charitable Giving, Part Two With Kendall Monroe (Ep. 38)
Changing Young Children’s Lives through Education: Charitable Giving, Part One With Rebecca Roberts and Glenn Okuma (Ep. 37)
What to Think About To Live Your Dream Retirement (Ep. 36)
Your Cyber Security Mindset (Ep. 35)
When Was the Last Time You Taught Your Kids Something New? (Ep. 34)
Meet The Team: Claire Holmes, Marketing Consultant (Ep. 33)
The Biggest Mistakes You Can Make in Your College Planning (Ep. 32)
The Expense of the Pandemic on Our Economy (Ep. 31)
The Biggest Proposed Conjecture Tax Changes (Ep. 30)
Giving Direction for Your Children’s Financial Success (Ep. 29)
Should I Pay Off My House Before I Retire? With Jim Chaplin (Ep. 28)
How to Protect Your Aging Relative with a Caregiving Plan (Ep. 27)
Spring Cleaning - with guests Carroll Cartwright, Paige Ebanks and Rudy Vierra (Ep. 26)
Tech Tools to Make Your Life Easier (Ep. 25)
Transition into Retirement with a Coach as Your Guide — With Cindy Wylie (Ep. 24)
Your 2021 Tax Planning Guide (Ep. 23)
The World of Insurance — With Marissa Sweet (Ep. 22)
Answering the Question, “When Can I Retire?” (Ep. 21)
What Might 2021 Bring to the Stock Market? (Ep. 20)
What Will a Biden Presidency Mean for Investors? (Ep. 19)
Taking Some Time to Reflect (Ep. 18)
Traveling in our COVID-19 World — With Maddy Foxx Moffitt (Ep. 17)
How Retirement Planning Can Optimize Your Retirement Taxes (Ep. 16)
IRA End-of-Year Planning Strategies (Ep. 15)
Investing After the 2020 Election (Ep. 14)
How Can You Better Protect Your Information and Identity? (Ep. 13)
Addressing Your Market Concerns — With Brian Wesbury (Ep. 12)
Navigating the Markets During a Global Pandemic (Ep. 11)
3 Ways To Improve Your Self-Being During the Pandemic (Ep. 10)
The SECURE Act and What it Means for Your Retirement (Ep. 9)
The Eculent Experience in Kemah, Texas – With Chef David Skinner (Ep. 8)
The Stock Market is Looking Good, So Why is the Economy Still in Bad Shape? (Ep. 7)
How COVID-19 is Impacting the Hospitality Industry — With Benjamin Berg (Ep. 6)
The CARES Act: What You Need to Know (Ep. 5)
COVID-19’s Continued Impact on the U.S. Economy: Our Predictions (Ep. 4)
Get to Know Green Financial Group’s Lauren Smith (Ep. 3)
The Green Zone Financial Plan (Ep. 2)
Introducing The Green Zone Podcast (Ep. 1)