

Greenwing Wealth Management: Feeling Elfish Podcast
Austin Lane, CFP®
5.0from 5 ratings
- 15
- Episodes
- 5
- Ratings
- Bi-weekly
- Cadence
- 2026
- First episode
About 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!
- Publisher
- Austin Lane, CFP®
- Category
- business · comedy
- Language
- en
- Explicit
- No
- First episode
- 21 Apr 2026
- Latest episode
- 14 Oct 2026
Latest episodes
15 episodes in the feed.

14 Oct 2026
Episode 13: Rose Dermatology
The conversation covers the background of the Dr Mary Ramirez and her husband Josh Ramirez. It discusses their early careers along with Mary's transition to medical school, the process of matching for residency, the decision to start a business, and their marketing and social media strategy. The speakers share insights into their experiences and the challenges they faced in each of these areas. The conversation covers a wide range of topics, including the challenges of managing time and external factors, the complexities of running a medical practice, the importance of staff and patient care, and the frustrations of dealing with insurance. It also delves into the unique aspects of family life, the business of medicine, and the complexities of healthcare billing. Throughout the conversation, the themes of consistency, quality, and the balance between work and personal life are highlighted. Takeaways Military background Transition to medical school Matching for residency Starting a business Marketing and social media strategy Consistency over quality The challenges of managing time and external factors The complexities of running a medical practice The importance of staff and patient care The frustrations of dealing with insurance Chapters 00:00 Starting a Business and Marketing Strategy 01:00:18 The Realities of Healthcare Billing

30 Sept 2026
Episode 12: Peighton Burke - RPM Insurance
The conversation covers a range of topics, including the impact of technology on childhood, the influence of media and fear, the frustrations of bureaucracy, the misconception of sales, the qualities of a good salesperson, and the challenges of communication. The speakers also discuss their backgrounds and the impact of their upbringing on their current lives. The conversation delves into the nature vs. nurture debate in relationships, the role of adversity in building resilience, the importance of audacity for growth, and the recognition of personal ignorance. It also explores the values of independence in business, the impact of corporate interests, and the significance of human relationships in the age of AI. Takeaways The influence of media and fear can shape our perceptions and behaviors. Sales is about effective communication, listening, and finding mutually beneficial solutions. The frustrations of bureaucracy can hinder efficiency and progress in various aspects of life. Adversity builds resilience Independence fosters client-centric values Chapters 00:00 Introductions and Background 03:12 The Impact of Technology on Childhood 06:05 The Influence of Media and Fear 09:00 The Frustrations of Bureaucracy 11:53 The Misconception of Sales 14:46 The Qualities of a Good Salesperson 18:02 The Challenges of Communication 27:51 Nature vs. Nurture in Relationships 29:27 Adversity and Resilience 33:35 Audacity and Growth 36:43 Recognizing Ignorance 44:24 RPM Insurance and Independence 47:10 Corporate vs. Independent Business 51:20 Human Relationships and AI

16 Sept 2026
Episode 11: Gun Shack
Noemi shares the story of how her and Lance started Gun Check, their experiences in the early days, and the importance of customer service and relationships in their business. Lee weighs in on the challenges of regulatory compliance and the impact of gun shows on their business. The conversation covers various themes, including customer relationships, employee dynamics, community involvement, industry challenges, and regulatory changes. It also delves into the personal experiences and perspectives of the speakers, providing insights into their roles and responsibilities within the firearms industry. Takeaways Entrepreneurial Spirit Customer Service Regulatory Compliance Gun Shows Customer relationships Employee dynamics Community involvement Industry challenges Regulatory changes Chapters 00:00 The Beginning of Gun Check 01:28 The Decision to Open a Gun Store 02:26 Challenges of Starting a Gun Store 03:56 Regulatory Compliance and Research 04:56 The Importance of Customer Service 07:21 Joining Gun Check and the Impact of Gun Shows 17:04 Building Relationships and Marketing Strategy 23:03 Early Days of Gun Check 27:17 Favorite Aspects of Working in a Gun Store 28:44 Building Customer Relationships 29:13 Employee Dynamics and Competitiveness 30:13 The Impact of a Driven Employee 31:10 Sales Competition and Team Collaboration 35:08 Community Involvement and Sponsorship 38:10 Challenges During COVID-19 51:22 Regulatory Changes and ATF Inspections

26 Aug 2026
Episode 10: Rob Viera
The Feeling Elfish Podcast features a conversation between Austin Lane and Rob Viera, the executive pastor at Great Oaks Fellowship Church. The discussion covers topics such as community engagement, personal stories, the history of the Canary Islanders, and the transition from a career in EMS to ministry. The conversation also delves into the importance of relationships, faith, and the decision to move to Texas. The conversation with Rob Viera, Executive Pastor at Great Oaks Fellowship, delves into his journey of surrender, prayer, and finding his calling in full-time ministry. He shares insights on the importance of community, relationship with Christ, and the value of failure in personal growth. Takeaways Community Engagement Personal Stories Transition from EMS to Ministry Importance of Relationships Faith and Decision-Making Surrender and Prayer Community and Relationship with Christ Value of Failure in Personal Growth

12 Aug 2026
Episode 9: Sarah Walters
The conversation covers topics related to personal finance, credit repair, and financial education. It delves into the speaker's background, credit repair strategies, and common mistakes to avoid. The discussion also touches on the importance of financial education and the pitfalls of cosigning. The conversation covers a wide range of topics related to credit repair, business ownership, entrepreneurship, and the complexities of credit systems. It also delves into the development of a credit repair app and the challenges of building and repairing business credit. The discussion highlights the importance of education and understanding the nuances of credit and business ownership. Takeaways Credit repair involves leveraging consumer protection laws and educating individuals on financial matters. Cosigning is a common pitfall to avoid in personal finance. Financial education is essential for making informed financial decisions. Credit repair app development Importance of education in credit and business Challenges of building and repairing business credit Chapters 00:00 Background and Business 00:57 Flipping Houses and Credit Repair 01:38 Family and Moving 02:08 Understanding Credit and Credit Cards 03:28 Credit Card Usage and Payment 04:27 Credit Limits and Balances 05:32 Credit Reporting and Monitoring 07:48 Credit Building and Credit Repair 09:24 Credit Repair Process and Education 10:00 Credit Bureaus and Credit Scores 10:52 Building Credit and Common Mistakes 13:47 Credit Repair Challenges and Pitfalls 15:41 Financial Education and Cosigning 19:56 Complexities of Business Ownership and Finances 21:03 Development of a Credit Repair App 22:27 Business Credit and Monitoring 24:26 Entrepreneurship and Career Journey 31:27 Understanding Business Credit 36:34 Do-It-Yourself Credit Repair

29 Jul 2026
Episode 8: 5 Year Anniversary of GW with Aubrey
The conversation reflects on the last five years, discussing the decision to go independent, the challenges of starting a new business, defining success and purpose, support from entrepreneurs, the transition to independence, the first year of business, and the struggles of growth and engagement. Takeaways Reflecting on the journey of the last five years The challenges and rewards of starting a new business Chapters 00:00 Reflecting on the Last Five Years 02:18 The Decision to Go Independent 04:14 The Challenges of Starting a New Business 07:05 Defining Success and Purpose 08:21 Support from Entrepreneurs 10:51 The Transition to Independence 12:16 The First Year of Business 35:06 The Struggles of Growth and Engagement

15 Jul 2026
Episode 7: Spread the Loaves
The owners of Spread the Loaves share their journey from military life to bakery ownership, emphasizing community, creativity, and the joy of baking. They discuss the challenges, growth, and future plans for their business, highlighting the importance of passion and connection in entrepreneurship. Takeaways Community Over Competition Passion and Connection in Entrepreneurship Chapters 00:00 The Journey to Bakery Ownership 12:24 Expanding to a New Bakery 19:06 The Joy of Baking 36:15 Entrepreneurial Mindset and Community

1 Jul 2026
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 (https://a.co/d/01IbulJz)

22 Jun 2026
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

17 Jun 2026
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

3 Jun 2026
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

20 May 2026
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

6 May 2026
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

22 Apr 2026
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.

21 Apr 2026
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.
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- Apple Podcasts (US)
- 5.0 / 5
- 4 ratings
- Spotify
- 5.0 / 5
- 1 ratings
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