Podcasts
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 […]
Life After Retirement: Who Are You Without Your Job Title? (Ep. 94)
While financial planning plays a key role in retirement, it’s only part of the picture—many people face a significant identity shift as they figure out who they are without their job title.In this heartfelt and insightful episode of The Green Zone Podcast, co-hosts Jeff Green and Lauren Smith go beyond the numbers to explore lesser-known […]
Having The Tough Conversations About Death & Finances (Ep. 93)
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 […]
Wealth Wisdom: The Financial Playbook of the Ultra-Wealthy (Ep. 92)
What separates ultra-high-net-worth families from the rest when it comes to managing wealth—and how can the rest of us learn from them?In this episode of The Green Zone Podcast, financial advisor Jeff Green shares the financial philosophies and strategies that guide his ultra-wealthy clients, revealing how those same principles can be applied by investors at every […]