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| Episode | Date |
|---|---|
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Your Will Isn’t Enough: What Your Family Needs to Know (Ep. 108)
|
Oct 20, 2026 |
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How Much Money Do You Really Need Saved To Retire? (Ep. 107)
|
Jul 14, 2026 |
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The Hidden Financial Risks Families Face As Parents Age (Ep. 106)
|
Jun 09, 2026 |
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What To Ask Your Financial Advisor When The Headlines Get Loud (Ep. 105)
|
May 12, 2026 |
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The Top Retirement Planning Mistakes (Ep. 104)
|
Apr 14, 2026 |
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What Your Tax Return Can Reveal About Your Financial Plan (Ep. 103)
|
Mar 17, 2026 |
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Staying The Course When Money Gets Emotional (Ep. 102)
|
Feb 12, 2026 |
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How Family Office-Style Wealth Management Can Simplify Your Financial Life (Ep. 101)
|
Jan 22, 2026 |
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100 Episodes In: What We’ve Learned About Money, Meaning & What Really Matters (Ep. 100)
|
Dec 16, 2025 |
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Non-Profit Spotlight: The Katherine Ferruzzo Legacy Foundation (Ep. 99)
|
Nov 20, 2025 |
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Hidden Costs of Retirement: What You Might Be Overlooking (Ep. 98)
|
Oct 16, 2025 |
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The Truth About Retirement Planning: Separating Fact From Fiction (Ep. 97)
|
Sep 10, 2025 |
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How To Think About Personal & Charitable Giving After Tragedy Strikes (Ep. 96)
|
Aug 12, 2025 |
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The Story Behind Our Rebrand from Green Financial Group to Winstone Wealth Partners (Ep. 95)
|
Jul 15, 2025 |
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Life After Retirement: Who Are You Without Your Job Title? (Ep. 94)
|
Jun 17, 2025 |
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Having The Tough Conversations About Death & Finances (Ep. 93)
|
May 14, 2025 |
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Wealth Wisdom: The Financial Playbook of the Ultra-Wealthy (Ep. 92)
|
Apr 17, 2025 |
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Are You Financially Prepared For A Natural Disaster? (Ep. 91)
|
Feb 11, 2025 |
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Your Health & Wealth Game Plan For The New Year (Ep. 90)
|
Jan 10, 2025 |
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The Psychology of Holiday Overspending (And How To Overcome It) (Ep. 89)
|
Dec 10, 2024 |
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Year-End Giving: How To Choose Causes and Optimize Tax Benefits
|
Nov 12, 2024 |
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Cybersecurity Tips We Can No Longer Afford To Ignore (Ep. 87)
|
Oct 08, 2024 |
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Financial Strategies For Life’s Big Transitions Ahead (Ep. 86)
|
Sep 10, 2024 |
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Our Favorite Business, Life & Leadership Lessons (Ep. 85)
|
Aug 12, 2024 |
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Business & Tech Trends We’re Watching (Ep. 84)
|
Jul 09, 2024 |
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How To Build Wealth Wisdom In The Next Generation
|
Jun 11, 2024 |
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The Role Of Values In Retirement Planning (Ep. 82)
|
May 07, 2024 |
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Adulting 101: Money Moves to Master by 25 (Ep. 81)
|
Apr 09, 2024 |
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Tax Surprises Through The 4 Stages of Retirement (Ep. 80)
|
Mar 19, 2024 |
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Is Your Financial Advisor Showing You The Love? (Ep. 79)
|
Feb 13, 2024 |
|
Getting Financially Fit in 2024 (Ep. 78)
|
Jan 09, 2024 |
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2023 Year in Review with Green Financial Group (Ep. 77)
|
Dec 18, 2023 |
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The 2023 GFG Holiday Gift Guide (Ep. 76)
|
Nov 28, 2023 |
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Boot Campaign: Serving Those Who Serve (Ep. 75)
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Nov 07, 2023 |
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The Top Retirement Traps To Avoid (Ep. 74)
|
Sep 27, 2023 |
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The Pros & Cons of Investing in Cash for the Long-Term (Ep. 73)
|
Aug 08, 2023 |
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What You Need To Know About The New Bull Market (Ep. 72)
|
Jul 11, 2023 |
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Mistakes To Avoid When Hiring A Financial Advisor (Ep. 71)
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Jun 13, 2023 |
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Travel Hacks You Need This Summer (Ep. 70)
|
May 23, 2023 |
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Financial Advice For My Younger Self (Ep. 69)
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Apr 11, 2023 |
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Why Financial Planning for Women is Different (Ep. 68)
|
Mar 28, 2023 |
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SheSpace: A Community for Bold, Ambitious Women (Ep. 67)
|
Mar 14, 2023 |
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What You Can Do In The Face Of Inflation (Ep. 66)
|
Feb 28, 2023 |
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What You Need To Know About The Secure Act 2.0 (Ep. 65)
|
Feb 14, 2023 |
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The Importance Of Setting Financial Resolutions (Ep. 64)
|
Jan 31, 2023 |
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The GFG Holiday Gift Guide (Ep. 63)
|
Dec 13, 2022 |
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Non-Profit Spotlight: PTSD Foundation of America & Marine Corps Scholarship Foundation (Ep. 62)
|
Nov 29, 2022 |
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Non-Profit Spotlight: Cystic Fibrosis Foundation & GiGi’s Playhouse (Ep. 61)
|
Nov 15, 2022 |
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Using The Birkman Assessment In Work & Retirement (Ep. 60)
|
Nov 01, 2022 |
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Why The Timing of Market & Economic Cycles Is Important (Ep. 59)
|
Oct 18, 2022 |
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Retirement Risks You Need To Know About (Ep. 58)
|
Oct 04, 2022 |
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How To Keep Our Kids Safe In An Online World (Ep. 57)
|
Sep 20, 2022 |
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Retirement FAQs: How Do I Think About Money In Retirement? (Ep. 56)
|
Sep 06, 2022 |
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Find Your “Why” With The Birkman Assessment (Ep. 55)
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Aug 23, 2022 |
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The Ultimate Car-Buying Experience: LeasePro (Ep. 54)
|
Aug 09, 2022 |
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Focusing On The Good Amidst The Doom & Gloom (Ep. 53)
|
Jul 26, 2022 |
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The Results of a Strategic Retirement Plan (Ep. 52)
|
Jun 27, 2022 |
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Is A Recession Really Coming In 2022? (Ep. 51)
|
Jun 13, 2022 |
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Supporting a Recent College Graduate (Ep.50)
|
May 25, 2022 |
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10 Things You Should Know When Estate Planning (Ep.49)
|
May 11, 2022 |
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New Investing Lingo being Used by Younger Folk (Ep.48)
|
Apr 27, 2022 |
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College Planning Using a 529 Plan With Ryan White, CIMA® (Ep.47)
|
Apr 13, 2022 |
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Creating the Pre-Retirement Checklist (Ep.46)
|
Mar 09, 2022 |
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Starting Your Career in Financial Services with Melanie Knight (Ep.45)
|
Feb 23, 2022 |
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Critical Financial Discussions To Have With Your Aging Parents & Kids (Ep.44)
|
Feb 09, 2022 |
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Money Conversations Every Couple Should Be Having (Ep.43)
|
Jan 26, 2022 |
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Healthy Financial Habits To Start This Year (Ep. 42)
|
Jan 12, 2022 |
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The Financial Concerns of the Pandemic (Ep. 41)
|
Dec 29, 2021 |
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The Green Team Holiday Traditions (Ep. 40)
|
Dec 15, 2021 |
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Sharing Your Financial Documentation with Family (Ep. 39)
|
Dec 01, 2021 |
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Insights on Researching Before You Give: Charitable Giving, Part Two With Kendall Monroe (Ep. 38)
|
Nov 10, 2021 |
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Changing Young Children’s Lives through Education: Charitable Giving, Part One With Rebecca Roberts and Glenn Okuma (Ep. 37)
|
Oct 27, 2021 |
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What to Think About To Live Your Dream Retirement (Ep. 36)
|
Oct 13, 2021 |
|
Your Cyber Security Mindset (Ep. 35)
|
Sep 29, 2021 |
|
When Was the Last Time You Taught Your Kids Something New? (Ep. 34)
|
Aug 25, 2021 |
|
Meet The Team: Claire Holmes, Marketing Consultant (Ep. 33)
|
Aug 11, 2021 |
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The Biggest Mistakes You Can Make in Your College Planning (Ep. 32)
|
Jul 28, 2021 |
|
The Expense of the Pandemic on Our Economy (Ep. 31)
|
Jul 14, 2021 |
|
The Biggest Proposed Conjecture Tax Changes (Ep. 30)
|
Jun 30, 2021 |
|
Giving Direction for Your Children’s Financial Success (Ep. 29)
|
Jun 16, 2021 |
|
Should I Pay Off My House Before I Retire? With Jim Chaplin (Ep. 28)
|
Jun 02, 2021 |
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How to Protect Your Aging Relative with a Caregiving Plan (Ep. 27)
|
May 19, 2021 |
|
Spring Cleaning - with guests Carroll Cartwright, Paige Ebanks and Rudy Vierra (Ep. 26)
|
May 05, 2021 |
|
Tech Tools to Make Your Life Easier (Ep. 25)
|
Apr 20, 2021 |
|
Transition into Retirement with a Coach as Your Guide — With Cindy Wylie (Ep. 24)
|
Apr 07, 2021 |
|
Your 2021 Tax Planning Guide (Ep. 23)
|
Mar 24, 2021 |
|
The World of Insurance — With Marissa Sweet (Ep. 22)
|
Mar 10, 2021 |
|
Answering the Question, “When Can I Retire?” (Ep. 21)
|
Feb 24, 2021 |
|
What Might 2021 Bring to the Stock Market? (Ep. 20)
|
Feb 10, 2021 |
|
What Will a Biden Presidency Mean for Investors? (Ep. 19)
|
Jan 13, 2021 |
|
Taking Some Time to Reflect (Ep. 18)
|
Dec 30, 2020 |
|
Traveling in our COVID-19 World — With Maddy Foxx Moffitt (Ep. 17)
|
Dec 16, 2020 |
|
How Retirement Planning Can Optimize Your Retirement Taxes (Ep. 16)
|
Dec 02, 2020 |
|
IRA End-of-Year Planning Strategies (Ep. 15)
|
Nov 18, 2020 |
|
Investing After the 2020 Election (Ep. 14)
|
Nov 04, 2020 |
|
How Can You Better Protect Your Information and Identity? (Ep. 13)
|
Oct 21, 2020 |
|
Addressing Your Market Concerns — With Brian Wesbury (Ep. 12)
|
Oct 07, 2020 |
|
Navigating the Markets During a Global Pandemic (Ep. 11)
|
Sep 25, 2020 |
|
3 Ways To Improve Your Self-Being During the Pandemic (Ep. 10)
|
Aug 26, 2020 |
|
The SECURE Act and What it Means for Your Retirement (Ep. 9)
|
Aug 12, 2020 |
|
The Eculent Experience in Kemah, Texas – With Chef David Skinner (Ep. 8)
|
Jul 15, 2020 |
|
The Stock Market is Looking Good, So Why is the Economy Still in Bad Shape? (Ep. 7)
|
Jul 01, 2020 |
|
How COVID-19 is Impacting the Hospitality Industry — With Benjamin Berg (Ep. 6)
|
Jun 17, 2020 |
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The CARES Act: What You Need to Know (Ep. 5)
|
May 27, 2020 |
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COVID-19’s Continued Impact on the U.S. Economy: Our Predictions (Ep. 4)
|
May 13, 2020 |
|
Get to Know Green Financial Group’s Lauren Smith (Ep. 3)
|
May 08, 2020 |
|
The Green Zone Financial Plan (Ep. 2)
|
Apr 08, 2020 |
|
Introducing The Green Zone Podcast (Ep. 1)
|
Mar 26, 2020 |