The Green Zone

By Jeff Green

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Category: Investing

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Episodes: 108

Description

The Green Zone Podcast is your go-to source for financial insights, market trends, and strategies to help you take command of your wealth and live in the green. Hosted by seasoned financial advisors Jeff Green and Lauren Smith, this monthly podcast breaks down the economy, stock market movements, and practical ways to maximize your most valuable asset—your time. Whether you're a seasoned investor or just getting started, our goal is to empower you with the knowledge and confidence to make informed financial decisions. Tune in each month for professional perspectives and actionable advice to help you feel confident in your financial future. Please Note: Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Winstone Wealth Partners is not a broker/dealer. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only.

Episode Date
Your Will Isn’t Enough: What Your Family Needs to Know (Ep. 108)
Oct 20, 2026
How Much Money Do You Really Need Saved To Retire? (Ep. 107)
Jul 14, 2026
The Hidden Financial Risks Families Face As Parents Age (Ep. 106)
Jun 09, 2026
What To Ask Your Financial Advisor When The Headlines Get Loud (Ep. 105)
May 12, 2026
The Top Retirement Planning Mistakes (Ep. 104)
Apr 14, 2026
What Your Tax Return Can Reveal About Your Financial Plan (Ep. 103)
Mar 17, 2026
Staying The Course When Money Gets Emotional (Ep. 102)
Feb 12, 2026
How Family Office-Style Wealth Management Can Simplify Your Financial Life (Ep. 101)
Jan 22, 2026
100 Episodes In: What We’ve Learned About Money, Meaning & What Really Matters (Ep. 100)
Dec 16, 2025
Non-Profit Spotlight: The Katherine Ferruzzo Legacy Foundation (Ep. 99)
Nov 20, 2025
Hidden Costs of Retirement: What You Might Be Overlooking (Ep. 98)
Oct 16, 2025
The Truth About Retirement Planning: Separating Fact From Fiction (Ep. 97)
Sep 10, 2025
How To Think About Personal & Charitable Giving After Tragedy Strikes (Ep. 96)
Aug 12, 2025
The Story Behind Our Rebrand from Green Financial Group to Winstone Wealth Partners (Ep. 95)
Jul 15, 2025
Life After Retirement: Who Are You Without Your Job Title? (Ep. 94)
Jun 17, 2025
Having The Tough Conversations About Death & Finances (Ep. 93)
May 14, 2025
Wealth Wisdom: The Financial Playbook of the Ultra-Wealthy (Ep. 92)
Apr 17, 2025
Are You Financially Prepared For A Natural Disaster? (Ep. 91)
Feb 11, 2025
Your Health & Wealth Game Plan For The New Year (Ep. 90)
Jan 10, 2025
The Psychology of Holiday Overspending (And How To Overcome It) (Ep. 89)
Dec 10, 2024
Year-End Giving: How To Choose Causes and Optimize Tax Benefits
Nov 12, 2024
Cybersecurity Tips We Can No Longer Afford To Ignore (Ep. 87)
Oct 08, 2024
Financial Strategies For Life’s Big Transitions Ahead (Ep. 86)
Sep 10, 2024
Our Favorite Business, Life & Leadership Lessons (Ep. 85)
Aug 12, 2024
Business & Tech Trends We’re Watching (Ep. 84)
Jul 09, 2024
How To Build Wealth Wisdom In The Next Generation
Jun 11, 2024
The Role Of Values In Retirement Planning (Ep. 82)
May 07, 2024
Adulting 101: Money Moves to Master by 25 (Ep. 81)
Apr 09, 2024
Tax Surprises Through The 4 Stages of Retirement (Ep. 80)
Mar 19, 2024
Is Your Financial Advisor Showing You The Love? (Ep. 79)
Feb 13, 2024
Getting Financially Fit in 2024 (Ep. 78)
Jan 09, 2024
2023 Year in Review with Green Financial Group (Ep. 77)
Dec 18, 2023
The 2023 GFG Holiday Gift Guide (Ep. 76)
Nov 28, 2023
Boot Campaign: Serving Those Who Serve (Ep. 75)
Nov 07, 2023
The Top Retirement Traps To Avoid (Ep. 74)
Sep 27, 2023
The Pros & Cons of Investing in Cash for the Long-Term (Ep. 73)
Aug 08, 2023
What You Need To Know About The New Bull Market (Ep. 72)
Jul 11, 2023
Mistakes To Avoid When Hiring A Financial Advisor (Ep. 71)
Jun 13, 2023
Travel Hacks You Need This Summer (Ep. 70)
May 23, 2023
Financial Advice For My Younger Self (Ep. 69)
Apr 11, 2023
Why Financial Planning for Women is Different (Ep. 68)
Mar 28, 2023
SheSpace: A Community for Bold, Ambitious Women (Ep. 67)
Mar 14, 2023
What You Can Do In The Face Of Inflation (Ep. 66)
Feb 28, 2023
What You Need To Know About The Secure Act 2.0 (Ep. 65)
Feb 14, 2023
The Importance Of Setting Financial Resolutions (Ep. 64)
Jan 31, 2023
The GFG Holiday Gift Guide (Ep. 63)
Dec 13, 2022
Non-Profit Spotlight: PTSD Foundation of America & Marine Corps Scholarship Foundation (Ep. 62)
Nov 29, 2022
Non-Profit Spotlight: Cystic Fibrosis Foundation & GiGi’s Playhouse (Ep. 61)
Nov 15, 2022
Using The Birkman Assessment In Work & Retirement (Ep. 60)
Nov 01, 2022
Why The Timing of Market & Economic Cycles Is Important (Ep. 59)
Oct 18, 2022
Retirement Risks You Need To Know About (Ep. 58)
Oct 04, 2022
How To Keep Our Kids Safe In An Online World (Ep. 57)
Sep 20, 2022
Retirement FAQs: How Do I Think About Money In Retirement? (Ep. 56)
Sep 06, 2022
Find Your “Why” With The Birkman Assessment (Ep. 55)
Aug 23, 2022
The Ultimate Car-Buying Experience: LeasePro (Ep. 54)
Aug 09, 2022
Focusing On The Good Amidst The Doom & Gloom (Ep. 53)
Jul 26, 2022
The Results of a Strategic Retirement Plan (Ep. 52)
Jun 27, 2022
Is A Recession Really Coming In 2022? (Ep. 51)
Jun 13, 2022
Supporting a Recent College Graduate (Ep.50)
May 25, 2022
10 Things You Should Know When Estate Planning (Ep.49)
May 11, 2022
New Investing Lingo being Used by Younger Folk (Ep.48)
Apr 27, 2022
College Planning Using a 529 Plan With Ryan White, CIMA® (Ep.47)
Apr 13, 2022
Creating the Pre-Retirement Checklist (Ep.46)
Mar 09, 2022
Starting Your Career in Financial Services with Melanie Knight (Ep.45)
Feb 23, 2022
Critical Financial Discussions To Have With Your Aging Parents & Kids (Ep.44)
Feb 09, 2022
Money Conversations Every Couple Should Be Having (Ep.43)
Jan 26, 2022
Healthy Financial Habits To Start This Year (Ep. 42)
Jan 12, 2022
The Financial Concerns of the Pandemic (Ep. 41)
Dec 29, 2021
The Green Team Holiday Traditions (Ep. 40)
Dec 15, 2021
Sharing Your Financial Documentation with Family (Ep. 39)
Dec 01, 2021
Insights on Researching Before You Give: Charitable Giving, Part Two With Kendall Monroe (Ep. 38)
Nov 10, 2021
Changing Young Children’s Lives through Education: Charitable Giving, Part One With Rebecca Roberts and Glenn Okuma (Ep. 37)
Oct 27, 2021
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
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
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
The CARES Act: What You Need to Know (Ep. 5)
May 27, 2020
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