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. They share listener insights, the themes that keep coming up, and the core truth behind every great wealth plan: your money should support the life you want, not the other way around. Together they discuss:

• The top ten lessons that have shaped their advice over 100 episodes
• Why the “human side” of money keeps outperforming market talk in downloads
• What clients really worry about heading into retirement
• Why avoiding preventable mistakes matters more than chasing big wins
• How advisors play coach, counselor, and guide during life transitions
• The role of tax strategy in preserving lifestyle and legacy
• What they’re excited to explore over the next 100 episodes
• And more!

Top Green Zone Episodes

• The Roles of Values in Retirement Planning
• Transition Into Retirement With A Coach As Your Guide
• How to Build Wealth Wisdom in the Next Generation
• Tax Surprises Through the 4 Stages of Retirement
• Financial Advice for My Younger Self
• The Top Retirement Traps to Avoid
• Hidden Costs of Retirement: What You Might Be Overlooking
• Financial Strategies For Life's Big Transitions Ahead
• Having The Tough Conversations About Death & Finances
• Is Your Financial Advisor Showing You The Love?
• Find Your Why With The Birkman Assessment            
• Wealth Wisdom: The Financial Playbook of the Ultra-Wealthy

Connect With Winstone Wealth Partners:

• [email protected]
• (713) 244-3030
• Schedule A Call With Jeff or Lauren
• Winstone Wealth Partners
• LinkedIn: Jeff Green
• LinkedIn: Lauren Smith