Greenwing Wealth Management: Feeling Elfish Podcast

Austin Lane, CFP®
  • 5.0 (2)
  • Entrepreneurship

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!

Episodes

  1. 6d ago

    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 careerThe 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 Talk06:40 Business Incubator Concept and Networking14:10 Family and Community Involvement21:03 Mentorship and Business Trust26:09 Interview Process and Hiring Decisions34:53 Sports Loyalty and Culinary Experiences41:38 Burger Preferences and Culinary Experiences47:20 Podcast Frequency and Content Authenticity

    46 min

  2. May 20

    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 lifeEntrepreneurship challenges Impact of work on personal lifeEthical considerations in financial industry DIY is overratedHiring competent people maximizes time and efficiency Chapters 00:00 Health and Wellness14:26 Motivation and Work-Life Balance20:17 Client Experience After Company Acquisition27:28 Challenges in Compliance and Supervision34:26 The Pitfalls of DIY41:01 Taking Action and Embracing Risk51:23 The Rabbit Hole of Online Content

    50 min

  3. May 6

    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 lifeThe impact of military service on Matt's life and his commitment to teaching and community involvement Fresh PerspectivesCulture and Positive Change Chapters 00:00 Life in San Diego and Community Involvement24:39 Community Growth and Fresh Perspectives31:05 Leadership and Community Impact36:19 Civic Engagement and Community Leadership

    47 min

  4. Apr 22

    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.

    28 min

  5. Trailer

    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.

    5 min

Trailer

Ratings & Reviews

5
out of 5
2 Ratings

About

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!

Information

  • Creator
    Austin Lane, CFP®
  • Years Active
    2K
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © 2026 Austin Lane, CFP®