The Green Zone
Business & Economics Podcasts
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.
Location:
United States
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.
Language:
English
Episodes
The Truth About Retirement Planning: Separating Fact From Fiction (Ep. 97)
9/10/2025
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 the record straight with real-world strategies.
From Social Security to Medicare, taxes to investment strategy, you’ll learn why the old rules of thumb don’t always hold up today—and what strategic planning really looks like for the next chapter of your life. Together, they discuss:
Whether you’re still years away from leaving the workforce or already thinking about your retirement income strategy, this conversation will help you separate fact from fiction and plan with clarity.
Connect With Winstone Wealth Partners:
jeff@WinstoneWP.comSchedule A Call With Jeff or LaurenWinstonePartnersLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:24:40
How To Think About Personal & Charitable Giving After Tragedy Strikes (Ep. 96)
8/12/2025
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 meaningful support during times of unimaginable tragedy. While this episode was prompted by the loss felt throughout the Camp Mystic and Hunt, Texas communities, the insights shared apply to any situation where grief runs deep and help is needed.
With warmth, honesty, and practical guidance, Jeff and Lauren explore how to give generously without adding unintended stress—and why thoughtful financial decisions matter more than ever during moments like these. Together they discuss:
Connect With Green Financial Group:
jeff@WinstoneWP.comSchedule A Call With Jeff or LaurenWinstone Wealth PartnersLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:16:43
The Story Behind Our Rebrand from Green Financial Group to Winstone Wealth Partners (Ep. 95)
7/15/2025
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 (and what’s not). Together they discuss:
Connect With Green Financial Group:
jeff@WinstoneWP.comSchedule A Call With Jeff or LaurenWinstonePartnersLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:18:38
Life After Retirement: Who Are You Without Your Job Title? (Ep. 94)
6/17/2025
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 aspects about retirement that often catch people off guard. In particular, they focus on the emotional transition that comes after the final paycheck. Together they discuss:
Connect With Green Financial Group:
Jeff@WinstoneWP.comSchedule A Call With Jeff or LaurenWinstone Wealth PartnersLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:17:04
Having The Tough Conversations About Death & Finances (Ep. 93)
5/14/2025
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 to something much more personal: death planning. From organizing legal documents to pre-determining funeral preferences and leaving behind letters to loved ones, this episode tackles the real-life logistics of what happens after we’re gone—with plenty of humor and wisdom along the way. In this episode, Jeff and Lauren discuss:
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:19:12
Wealth Wisdom: The Financial Playbook of the Ultra-Wealthy (Ep. 92)
4/17/2025
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 level. Spoiler alert: It’s not just about having money—it’s about having the mindset to keep and grow it for generations. Tune in to hear:
This episode is a must-listen if you’re thinking about your family’s legacy, want to help protect your wealth in uncertain times, or are simply curious how the wealthiest among us think differently.
Duration:00:19:58
Are You Financially Prepared For A Natural Disaster? (Ep. 91)
2/11/2025
Disasters strike when you least expect them. From hurricanes to wildfires, tornadoes to snowstorms—are you financially prepared to weather the storm and recover afterward?
In this episode of The Green Zone, Jeff Green and Lauren Smith dive into strategic financial strategies that can help you feel more financially secure during a crisis. Together they discuss:
Natural disasters don’t come with a warning—but your finances don’t have to be caught off guard. Tune in to learn how to better protect your wealth and feel financially ready for anything.
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:20:10
Your Health & Wealth Game Plan For The New Year (Ep. 90)
1/10/2025
What’s your game plan for 2025? Is motivation enough to stay consistent with your health, habits, and finances—or do you need a little discipline to keep things on track?
In this episode of The Green Zone Podcast, financial advisors Jeff Green and Lauren Smith share how a positive mindset and actionable goals can help you start the new year right. From navigating your fitness and wellness resolutions to setting smarter financial goals, Jeff and Lauren tackle how to make those January aspirations last all year. Together they discuss:
Whether you’re a disciplined planner or just looking for a fresh start, Jeff and Lauren provide expert advice and practical insights to help you make 2025 your best year yet.
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:15:11
The Psychology of Holiday Overspending (And How To Overcome It) (Ep. 89)
12/10/2024
Have you ever wondered why holiday shopping feels so overwhelming?
Or how you can resist the pressure to overspend without sacrificing the joy of giving?
In this episode, financial advisors Jeff Green and Lauren Smith explore the emotional and psychological drivers behind holiday overspending and share actionable strategies to help you stay in control of your finances during the festive season. Together, they discuss:
Tune in to gain insights that will help you approach holiday spending with intention and confidence.
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:18:44
Year-End Giving: How To Choose Causes and Optimize Tax Benefits
11/12/2024
Have you ever wondered how your giving can have a lasting impact?
Or are you thinking about how to make sure your charitable contributions align with your values and life goals?
In this episode, financial advisors Jeff Green and Lauren Smith cover effective ways to approach charitable giving during the holiday season, discussing strategies to maximize personal impact and tax benefits. They guide listeners through essential considerations for end-of-year philanthropy, including:
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:13:14
Cybersecurity Tips We Can No Longer Afford To Ignore (Ep. 87)
10/8/2024
Have you ever considered how vulnerable your personal information is in today’s digital world?
Do you feel like you’re doing everything you can to protect yourself online?
In this episode of The Green Zone Podcast, Lauren Smith is joined by Green Financial Group Director of Marketing, Claire Holmes, to explore the critical importance of cybersecurity. Drawing from Claire’s personal experience with an identity theft and social media hacking incident, they delve into simple, practical steps everyone can take to feel more protected in their digital lives. Together they discuss:
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:20:14
Financial Strategies For Life’s Big Transitions Ahead (Ep. 86)
9/10/2024
Do you feel prepared to face life’s most challenging transitions? For milestones such as becoming caretakers for your parents as they age, preparing for your retirement from your career and even planning for health concerns for yourself or loved ones, it’s important to have a solid plan in place. While conversations around these issues can be difficult, it’s essential to discuss them openly with your financial advisor as they impact both your everyday cash flow as well as how you will want to strategically manage your investments and customize your financial plan. In this episode of The Green Zone Podcast, co-hosts Jeff Green and Lauren Smith delve into these significant life changes, talking through a few key financial approaches that can help you navigate them with confidence. Together, they discuss:
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:19:42
Our Favorite Business, Life & Leadership Lessons (Ep. 85)
8/12/2024
In this milestone episode of The Green Zone Podcast, co-hosts Jeff Green and Lauren Smith celebrate the 16th anniversary of Green Financial Group. They reflect on the leadership lessons learned over the years and discuss how their approach to team building and growth has shaped their office, team and culture. They each share specific insights on what they believe has helped them feel successful in their roles as leaders within the office, build a thriving team and develop a vision for the business they are excited about. Together they discuss:
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:22:42
Business & Tech Trends We’re Watching (Ep. 84)
7/9/2024
Are you curious about the technological advancements that could change the way we live and work? In this episode of The Green Zone Podcast, co-hosts Jeff Green and Lauren Smith delve into some fascinating predictions around business and tech trends that we could see coming our way in the next decade. Together they discuss:
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:19:02
How To Build Wealth Wisdom In The Next Generation
6/11/2024
Do you want your children to grow up financially savvy, equipped to handle their own finances and eventually, manage your wealth responsibly?
In this episode of The Green Zone Podcast, hosts Jeff Green and Lauren Smith dive into the critical topic of financial literacy for the next generation. From chores and allowances to credit cards and investments, they share practical tips to help parents instill valuable money skills in their children. Join us for this lively discussion that could transform your family's financial future where Jeff and Lauren discuss:
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:24:29
The Role Of Values In Retirement Planning (Ep. 82)
5/7/2024
Do you know what “Retirement Values” are? And if so, do you know what yours will be?
In this episode of The Green Zone Podcast, hosts Jeff Green and Lauren Smith dive deep into the often overlooked topic of retirement values. They explore how understanding your personal values can profoundly impact your retirement planning and fulfillment in life after work. Through engaging conversation and insightful anecdotes, Jeff and Lauren guide listeners through the process of identifying and prioritizing their values, emphasizing the importance of introspection and self-discovery. Together they discuss:
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:18:53
Adulting 101: Money Moves to Master by 25 (Ep. 81)
4/9/2024
Picture this: your child is graduating and venturing into the real world. Do you feel confident that they’re financially prepared?
In this episode of The Green Zone Podcast, co-hosts Jeff Green and Lauren Smith share their top financial tips that they feel young adults need to understand by age 25. Together they discuss:
Resources:
25 Money Moves To Master By Age 25
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:16:23
Tax Surprises Through The 4 Stages of Retirement (Ep. 80)
3/19/2024
Are you nearing retirement and worried about navigating the complexities of taxes? Join Jeff Green and Lauren Smith, financial advisors at Green Financial Group, as they tackle the often-overlooked, but crucial, topic of taxes in retirement. While visions of pickleball and leisure may dance in your head, Jeff and Lauren warn that failing to plan for taxes can be a real "gut punch" to your nest egg. Together, Jeff and Lauren discuss:
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Please note: Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.
Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount may be subject to its own five-year holding period. Converting a traditional IRA into a Roth IRA has tax implications. Investors should consult a tax advisor before deciding to do a conversion.
Duration:00:20:10
Is Your Financial Advisor Showing You The Love? (Ep. 79)
2/13/2024
Does your portfolio feel as dusty as an unopened box of chocolates? Do investment meetings only happen when it's time to "buy, buy, buy"? If your financial advisor's idea of love is the occasional market update email, it's time to ask yourself: is this all there is?
In this special Valentine's Day episode of The Green Zone Podcast, Jeff Green and Lauren Smith dig deep into the hallmarks of a truly loving financial relationship. We're talking about advisors who:
Plus, get access to a PDF that shares 50 concrete ways your advisor should be showing you the financial love.
Whether you're seeking a second opinion, wondering what's really going on with your portfolio, or simply yearning for a true financial partner, we've got you covered.
Tune in to the podcast and discover how to find an advisor who not only cares about your investments, but also cares about your entire financial well-being.
Resources:
50 Things Your Financial Advisor Should Do For You
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:17:30
Getting Financially Fit in 2024 (Ep. 78)
1/9/2024
Do you feel financially fit? Do you even know what that means? If not, you’re in luck. In this episode of The Green Zone Podcast, hosts Jeff Green and Lauren Smith guide you through the key elements you’ll need to ensure your financial well-being in the coming year. You’ll hear about everything from long-term investments to retirement goals to ways you may want to consider to protect your assets. Together they discuss:
Connect With Green Financial Group:
jeff@greenfinancialgrp.comSchedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
Duration:00:12:11