<![CDATA[Greenwing Wealth Management: Feeling Elfish Podcast]]>We interview people to discuss the how and why they do what they do. This is a non scripted, minimally edited, real conversation about how we as people try to build a legacy through investing in people and businesses. There are enough polished podcasts and scripted influencers. We want real conversations about the reality of the grind and how to enjoy the highs and survive the lows. Join us!

]]>www.Greenwingwealth.comRiverside.fm (https://riverside.com)Wed, 08 Jul 2026 03:05:32 GMTMon, 13 Apr 2026 20:29:04 GMT60Austin Lane, CFP®<p>We interview people to discuss the how and why they do what they do. This is a non scripted, minimally edited, real conversation about how we as people try to build a legacy through investing in people and businesses. There are enough polished podcasts and scripted influencers. We want real conversations about the reality of the grind and how to enjoy the highs and survive the lows. Join us!</p>episodicAustin Lane, CFP®austin@greenwingwealth.comno<![CDATA[Episode 6: Mark Goldman]]>Mark shares his background, transition from accounting to business coaching, and the emotional process of selling his business. He discusses the challenges of managing people and hiring, emphasizing the importance of hiring for culture fit. Mark also highlights the need for a shift in the hiring process to prioritize cultural fit over skill level. The conversation covers the topics of hiring, business growth, children's books, and financial literacy. It delves into the challenges of hiring, the importance of hiring before the need arises, and the risk and reward of business growth. It also explores the creation of children's books focused on financial literacy and the impact of instilling financial habits in children.

Takeaways

  • Transition from accounting to business coaching
  • Emotional process of selling a business
  • Importance of hiring for culture fit over skill level Hiring before the need arises is a strategic move for business growth.
  • Financial literacy for children is crucial for instilling good financial habits early on.

Marks Book Here: https://a.co/d/01IbulJz

]]>2739ca8c-0238-4263-b070-43d7f01b02eaWed, 01 Jul 2026 13:00:00 GMT<p>Mark shares his background, transition from accounting to business coaching, and the emotional process of selling his business. He discusses the challenges of managing people and hiring, emphasizing the importance of hiring for culture fit. Mark also highlights the need for a shift in the hiring process to prioritize cultural fit over skill level. The conversation covers the topics of hiring, business growth, children's books, and financial literacy. It delves into the challenges of hiring, the importance of hiring before the need arises, and the risk and reward of business growth. It also explores the creation of children's books focused on financial literacy and the impact of instilling financial habits in children.</p><p></p><p>Takeaways</p><ul><li>Transition from accounting to business coaching</li><li>Emotional process of selling a business</li><li>Importance of hiring for culture fit over skill level Hiring before the need arises is a strategic move for business growth.</li><li>Financial literacy for children is crucial for instilling good financial habits early on.</li></ul><p></p><p>Marks Book Here: <a rel="noopener noreferrer nofollow" href="https://a.co/d/01IbulJz" target="_blank">https://a.co/d/01IbulJz</a></p><p></p><p></p>no00:47:38Episode 6: Mark Goldmanfull<![CDATA[Special Episode: Audacity ]]>Austin reflects on the journey of his wealth management company over the past five years, expressing gratitude for the support received and acknowledging the internal tension of what's next for the firm. He emphasizes the value of money as a representation of potential, passions, and purpose, advocating for active decision-making in financial planning. Austin shares his vision of focusing on education and disrupting the financial services industry to empower clients and drive positive change.

Takeaways

  • Money represents potential, passions, and purpose
  • Financial planning should focus on education and empowerment

Chapters

  • 00:00 Behind the Curtain
  • 05:51 Purpose Beyond Transactions
  • 13:15 Lack of Education in Financial Services
  • 19:19 Hannibal's Audacity
  • 25:03 Agents of Change
]]>fc8723b2-04d3-436c-b090-944808f77482Mon, 22 Jun 2026 13:48:03 GMT<p>Austin reflects on the journey of his wealth management company over the past five years, expressing gratitude for the support received and acknowledging the internal tension of what's next for the firm. He emphasizes the value of money as a representation of potential, passions, and purpose, advocating for active decision-making in financial planning. Austin shares his vision of focusing on education and disrupting the financial services industry to empower clients and drive positive change.</p><p></p><p>Takeaways</p><ul><li>Money represents potential, passions, and purpose</li><li>Financial planning should focus on education and empowerment</li></ul><p></p><p>Chapters</p><ul><li>00:00 Behind the Curtain</li><li>05:51 Purpose Beyond Transactions</li><li>13:15 Lack of Education in Financial Services</li><li>19:19 Hannibal's Audacity</li><li>25:03 Agents of Change</li></ul>no00:23:48Special Episode: Audacity full<![CDATA[Episode 5: Sabrina McGowan]]>The conversation covers Sabrina's background, family history, life in Washington D.C., and her return to Helotes. It delves into her role in the City Council, and the upcoming budget season. The importance of strategic planning and community engagement is highlighted throughout the discussion.

Takeaways

  • Community Engagement
  • Budget Planning
  • Strategic Planning

Chapters

  • 00:00 Importance of Strategic Planning
]]>d81f7851-6640-4e80-b502-46da49de5962Wed, 17 Jun 2026 13:00:00 GMT<p>The conversation covers Sabrina's background, family history, life in Washington D.C., and her return to Helotes. It delves into her role in the City Council, and the upcoming budget season. The importance of strategic planning and community engagement is highlighted throughout the discussion.</p><p></p><p>Takeaways</p><ul><li>Community Engagement</li><li>Budget Planning</li><li>Strategic Planning</li></ul><p></p><p>Chapters</p><ul><li>00:00 Importance of Strategic Planning</li></ul>no00:50:1315Episode 5: Sabrina McGowanfull<![CDATA[Episode 4: Janice Morfin]]>Janice Morfin discusses her career transition to Chicken Salad Chick, the philosophy of fresh food, her family influence, and her involvement in the local chamber. She also shares insights on marketing strategies, work ethic, and the challenges and growth in her chamber role. The conversation covers a wide range of topics including business strategy, hiring decisions, culinary experiences, sports loyalty, and personal milestones. It also delves into the authenticity of podcast content and frequency.

Takeaways

  • Transitioning to a new career
  • The importance of work ethic and family influence Effective business strategy involves resource management and decision-making.
  • The interview process and hiring decisions play a crucial role in company operations and development.

Chapters

  • 00:00 Introduction and Small Talk
  • 06:40 Business Incubator Concept and Networking
  • 14:10 Family and Community Involvement
  • 21:03 Mentorship and Business Trust
  • 26:09 Interview Process and Hiring Decisions
  • 34:53 Sports Loyalty and Culinary Experiences
  • 41:38 Burger Preferences and Culinary Experiences
  • 47:20 Podcast Frequency and Content Authenticity
]]>90277efe-3783-46a4-8d64-ea65cb7649c8Wed, 03 Jun 2026 13:00:00 GMT<p>Janice Morfin discusses her career transition to Chicken Salad Chick, the philosophy of fresh food, her family influence, and her involvement in the local chamber. She also shares insights on marketing strategies, work ethic, and the challenges and growth in her chamber role. The conversation covers a wide range of topics including business strategy, hiring decisions, culinary experiences, sports loyalty, and personal milestones. It also delves into the authenticity of podcast content and frequency.</p><p></p><p>Takeaways</p><ul><li>Transitioning to a new career</li><li>The importance of work ethic and family influence Effective business strategy involves resource management and decision-making.</li><li>The interview process and hiring decisions play a crucial role in company operations and development.</li></ul><p></p><p>Chapters</p><ul><li>00:00 Introduction and Small Talk</li><li>06:40 Business Incubator Concept and Networking</li><li>14:10 Family and Community Involvement</li><li>21:03 Mentorship and Business Trust</li><li>26:09 Interview Process and Hiring Decisions</li><li>34:53 Sports Loyalty and Culinary Experiences</li><li>41:38 Burger Preferences and Culinary Experiences</li><li>47:20 Podcast Frequency and Content Authenticity</li></ul>no00:45:44Episode 4: Janice Morfinfull<![CDATA[Episode 3: Joel Lutz]]>The conversation covers topics related to health and wellness, career transition and business ownership, college experience and entrepreneurial spirit, and motivation and work-life balance. It delves into the challenges of balancing work and personal life, as well as the experiences of entrepreneurship and career development. The conversation delves into the impact of work on personal life, ethical considerations in the financial industry, the effect of company scale on culture, client experience after company acquisition, maintaining culture after acquisition, challenges in compliance and supervision, and tax planning and strategy. The conversation covers the pitfalls of DIY, the inflection point in business growth, purposeful growth, the decision to hire, the mindset of growth, fee structure considerations, navigating business challenges, taking action and embracing risk, the joy of entrepreneurship, helping others and social media impact, and the rabbit hole of online content.

Takeaways

  • Balancing work and personal life
  • Entrepreneurship challenges Impact of work on personal life
  • Ethical considerations in financial industry DIY is overrated
  • Hiring competent people maximizes time and efficiency

Chapters

  • 00:00 Health and Wellness
  • 14:26 Motivation and Work-Life Balance
  • 20:17 Client Experience After Company Acquisition
  • 27:28 Challenges in Compliance and Supervision
  • 34:26 The Pitfalls of DIY
  • 41:01 Taking Action and Embracing Risk
  • 51:23 The Rabbit Hole of Online Content
]]>4dd4fdc2-aad1-4b79-ad3d-2b3d8020e36fWed, 20 May 2026 12:00:00 GMT<p>The conversation covers topics related to health and wellness, career transition and business ownership, college experience and entrepreneurial spirit, and motivation and work-life balance. It delves into the challenges of balancing work and personal life, as well as the experiences of entrepreneurship and career development. The conversation delves into the impact of work on personal life, ethical considerations in the financial industry, the effect of company scale on culture, client experience after company acquisition, maintaining culture after acquisition, challenges in compliance and supervision, and tax planning and strategy. The conversation covers the pitfalls of DIY, the inflection point in business growth, purposeful growth, the decision to hire, the mindset of growth, fee structure considerations, navigating business challenges, taking action and embracing risk, the joy of entrepreneurship, helping others and social media impact, and the rabbit hole of online content.</p><p></p><p>Takeaways</p><ul><li>Balancing work and personal life</li><li>Entrepreneurship challenges Impact of work on personal life</li><li>Ethical considerations in financial industry DIY is overrated</li><li>Hiring competent people maximizes time and efficiency</li></ul><p></p><p>Chapters</p><ul><li>00:00 Health and Wellness</li><li>14:26 Motivation and Work-Life Balance</li><li>20:17 Client Experience After Company Acquisition</li><li>27:28 Challenges in Compliance and Supervision</li><li>34:26 The Pitfalls of DIY</li><li>41:01 Taking Action and Embracing Risk</li><li>51:23 The Rabbit Hole of Online Content</li></ul>no00:49:57Episode 3: Joel Lutzfull<![CDATA[Episode 2: Matthew Merchant]]>Matt Merchant shares his journey from growing up in northern Michigan to joining the Navy and becoming a navy corpsman. He discusses his experiences in combat, the challenges he faced, and the impact of his service. He also talks about his transition to teaching and his involvement in city council. Austin and Matt reflect on their perspective roles in serving the community and the importance of fresh perspectives in community growth. They emphasize the critical role of culture in driving positive change and the need for engaged public discourse. Austin encourages community members to be actively involved in local governance and decision-making.

Takeaways

  • Service and purpose drive Matt Merchant's life
  • The impact of military service on Matt's life and his commitment to teaching and community involvement Fresh Perspectives
  • Culture and Positive Change

Chapters

  • 00:00 Life in San Diego and Community Involvement
  • 24:39 Community Growth and Fresh Perspectives
  • 31:05 Leadership and Community Impact
  • 36:19 Civic Engagement and Community Leadership
]]>6daec719-7e60-4312-bd07-77dd66282bdcWed, 06 May 2026 13:00:00 GMT<p>Matt Merchant shares his journey from growing up in northern Michigan to joining the Navy and becoming a navy corpsman. He discusses his experiences in combat, the challenges he faced, and the impact of his service. He also talks about his transition to teaching and his involvement in city council. Austin and Matt reflect on their perspective roles in serving the community and the importance of fresh perspectives in community growth. They emphasize the critical role of culture in driving positive change and the need for engaged public discourse. Austin encourages community members to be actively involved in local governance and decision-making.</p><p></p><p>Takeaways</p><ul><li>Service and purpose drive Matt Merchant's life</li><li>The impact of military service on Matt's life and his commitment to teaching and community involvement Fresh Perspectives</li><li>Culture and Positive Change</li></ul><p></p><p>Chapters</p><ul><li>00:00 Life in San Diego and Community Involvement</li><li>24:39 Community Growth and Fresh Perspectives</li><li>31:05 Leadership and Community Impact</li><li>36:19 Civic Engagement and Community Leadership</li></ul>no00:46:47Episode 2: Matthew Merchantfull<![CDATA[Episode 1: Aubrey Lane]]>Join Austin and Aubrey as they discuss the entrepreneurial aspects of homeschooling, raising children and being married to the perfect spouse! Join us as we launch the first Greenwing Wealth Management Podcast and learn the why behind the people.

]]>96b76a8f-e186-4e1a-a0d4-00aa74386205Wed, 22 Apr 2026 13:00:00 GMT<p>Join Austin and Aubrey as they discuss the entrepreneurial aspects of homeschooling, raising children and being married to the perfect spouse! Join us as we launch the first Greenwing Wealth Management Podcast and learn the why behind the people.</p>no00:27:4911Episode 1: Aubrey Lanefull<![CDATA[The Vison]]>The Greenwing Wealth Management: Feeling Elfish Podcast is about focusing on human interest and authenticity. Join Austin as he shares the purpose of the podcast, the challenges of wealth management and interpersonal relationships, the quest for authenticity in business and culture, and extends an invitation to join the journey.

]]>e3f65d98-cb64-4099-8906-deb2f8f721c0Tue, 21 Apr 2026 20:53:42 GMT<p>The Greenwing Wealth Management: Feeling Elfish Podcast is about focusing on human interest and authenticity. Join Austin as he shares the purpose of the podcast, the challenges of wealth management and interpersonal relationships, the quest for authenticity in business and culture, and extends an invitation to join the journey.</p>no00:04:30The Visontrailer