Greenwing Wealth Management: Feeling Elfish Podcast

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

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

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.

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.