Videos
The One Big Beautiful Bill: 5 Key Tax Changes To Leverage
Big changes are coming with the recently passed One Big Beautiful Bill—and they could have a major impact on your financial life.In this video, Jeff Green and Lauren Smith of Winstone Wealth Partners break down five key updates, including bigger deductions for retirees, new savings opportunities for kids and grandkids, tax-free treatment of tips and […]
Financial Planning After Divorce: Where To Begin
Going through a divorce—especially as a woman who may be managing finances on her own for the first time—can feel overwhelming.In this video, I walk through a few key financial steps to take after a divorce to help you feel more confident, organized, and in control of your next chapter.I cover recommendations such as reassessing […]
Meet Vincent Ferruzzo: Winstone’s Financial Intern
I’m excited to introduce you to our Financial Intern this summer: Vincent Ferruzzo.Vincent is currently studying Economics at the University of Texas and hopes to pursue a minor in Wealth Management—making his time here at Winstone Wealth Partners a great fit.In this video, we talk about what he’s been working on, including sitting in on […]
Meet Maddie Holley: Winstone’s Marketing Intern
I’m excited to introduce you to our summer marketing intern, Maddie Holley. Maddie joins us from Southern Methodist University in Dallas, where she’s majoring in advertising with a specialization in strategic brand management.She’s already hit the ground running—jumping right into projects tied to our recent rebrand from Green Financial Group to Winstone Wealth Partners. In […]
Meet Winstone Wealth Partners: The New Name of Green Financial Group
I’m thrilled to share an exciting update about the growth and evolution of our firm—a change designed to enhance the exceptional experience you’ve come to rely on and the relationships you’ve come to trust. After more than 16 incredible years as Green Financial Group, we’ve decided to change our name to Winstone Wealth Partners. So—why […]
6 Key Financial Numbers Every Woman Should Know
Do you know the six key financial numbers that can shape your future? Whether you’re navigating life after divorce, adjusting after the loss of a spouse, or simply stepping into your financial independence with more clarity—understanding these core numbers can make all the difference. In this video, I walk through the six financial figures every […]
A Deeper Look At Tariffs: What’s Really Going On & What It Means For Investors
Is the market reacting to tariffs—or is something else at play?Could tariffs lead to a recession, or are they just another headline in a long list of economic concerns?And what do they really mean for long-term investors?Lately, there’s been a lot of questions – and a lot of noise – around tariffs, global trade, and […]
Meet Alaina: Your New Client Concierge at Green Financial Group
I’m excited to introduce you to the newest member of our team, Alaina Weber. As the Client Concierge at Green Financial Group, Alaina is the first point of contact for our clients, making sure they receive the exceptional service and support they deserve.In this video, I sit down with Alaina to talk about her background, […]
The Financial Move Every Woman Should Make in Her Relationship
What’s the most important financial move every woman should make in her relationship? Taking a seat at the financial table.Too often, women leave financial decisions to their partners—only to realize later they don’t fully understand their own financial situation. Whether it’s unexpected debt, a lack of retirement savings, or financial accounts they don’t have access […]