#130

What does true diversification look like when you’re building wealth as a pilot?

In this episode, Ryan Gibson sits down with his longtime colleague and friend, Ted Greene, to unpack how to define success with your spouse, avoid emotional investing, and create a portfolio that brings peace of mind. From surviving Wall Street lawsuits to building lasting wealth through real estate, Ted shares the hard-earned lessons behind his “NNN Principle”: Never, Never, Never invest by looking in the rearview mirror. Learn how to protect your assets, ladder your investments, and build a plan that lasts through every market cycle.

Ted Greene is the Investor Relations Manager for Spartan Investment Group. Ted is a third-generation Seattleite who married his high school sweetheart. Ted and Melissa have two children attending the same High School where they first met. After graduating from Seattle Pacific University with a BA in Finance, Ted spent 24 years in the financial services industry as an investment advisor and Fiduciary.

Download Ted’s Ebook here: https://go.spartan-investors.com/l/10...

Show notes:
(0:00) Intro
(1:30) Ted’s background: Merrill Lynch to Spartan
(3:10) Defining success through diversification
(5:22) Why Ted left Wall Street
(6:44) How to align with your spouse on money
(9:38) What “uncorrelated assets” really mean
(12:00) The 50-question eBook on financial alignment
(14:49) Concentration builds wealth, diversification protects it
(19:20) The NNN Principle: Never, Never, Never
(22:18) Smaller positions, smarter protection
(25:22) Laddering investments for flexibility

Connect with Ted Greene:
LinkedIn:   / ted-greene-iamnotafraid  
—
If you’re interested in participating, the latest institutional-quality self-storage portfolio is available for investment now at: https://turbinecap.investnext.com/por...
—

You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.


Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/
Join our growing community on Facebook:   / passivepilots  


Check us out on Instagram @PassiveIncomePilots:   / passiveincomepilots  
Follow us on X @IncomePilots:   / incomepilots  
Get our updates on LinkedIn:   / passive-income-pilots  


Do you have questions or want to discuss this episode? Contact us at [email protected]


See you on the next one!


Legal Disclaimer

The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group.

The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts.

Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended.

Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.