Blog
The Top Retirement Planning Mistakes (Ep. 104)
What are the biggest mistakes people make when planning for retirement—and are you unknowingly making one of them?In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith break down some of the most common (and costly) retirement planning missteps, using real-world insights and practical experience from working with clients every day. From […]
What Your Tax Return Can Reveal About Your Financial Plan (Ep. 103)
Is tax season just a painful annual chore… or could it actually reveal something important about your financial life?What if your tax return is quietly showing you where money is being lost, opportunities are being missed, or planning could make a meaningful difference?And how can high-net-worth families start using tax season as a strategic tool […]
Staying The Course When Money Gets Emotional (Ep. 102)
Money is never just about numbers. It’s about fear, responsibility, pride, guilt, confidence, and security. And whether we realize it or not, those emotions influence nearly every financial decision we make.In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith explore how emotions shape the way we think about, react to, and […]
100 Episodes In: What We’ve Learned About Money, Meaning & What Really Matters (Ep. 100)
100 podcast episodes in… many more to go. So, what have we learned from helping families plan for their wealth and their lives?In this special centennial episode, Jeff Green and Lauren Smith reflect on the most-played conversations, the smartest lessons clients have taught them, and the surprising podcast topics that have resonated with audiences most. […]
Non-Profit Spotlight: The Katherine Ferruzzo Legacy Foundation (Ep. 99)
In this special episode of The Green Zone Podcast, Jeff Green and Lauren Smith sit down with Andrea and John Ferruzzo to share the story of their daughter, Katherine, one of the two young counselors who lost their lives—along with 25 children campers—in the devastating Kerr County flood at Camp Mystic this past July.In the […]
Hidden Costs of Retirement: What You Might Be Overlooking (Ep. 98)
You’ve mapped out your retirement budget — housing, healthcare, travel, the works. But what about the expenses that don’t make it into the spreadsheet? The ones that sneak up on you years later and quietly erode your nest egg?In this episode of The Green Zone Podcast, hosts Jeff Green and Lauren Smith break down the […]
The Truth About Retirement Planning: Separating Fact From Fiction (Ep. 97)
Retirement is one of the biggest transitions you’ll ever face—and with it comes a lot of myths, misconceptions, and half-truths that can cost you if you’re not prepared. On this episode of The Green Zone Podcast, Jeff Green and Lauren Smith break down the most common retirement planning myths they hear from clients and set […]
How To Think About Personal & Charitable Giving After Tragedy Strikes (Ep. 96)
When tragedy strikes, how do we respond with both heart and wisdom?What are the right—and potentially wrong—ways to support grieving families after a devastating loss?In the wake of the catastrophic flooding in Central Texas this past July, co-hosts Jeff Green and Lauren Smith take a compassionate, candid look at how individuals and communities can offer […]
The Story Behind Our Rebrand from Green Financial Group to Winstone Wealth Partners (Ep. 95)
In this milestone episode, co-hosts Jeff Green and Lauren Smith share the story behind their wealth management practice’s exciting rebrand from Green Financial Group to Winstone Wealth Partners. They take listeners behind the scenes of the naming process, brand evolution, and the heartfelt reasoning behind the shift—all while offering a transparent look at what’s changing […]