Episode 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/1038393/2025-09-17/39mf5b
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:
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If you’re interested in participating, the latest institutional-quality self-storage portfolio is available for investment now at: https://turbinecap.investnext.com/portal/offerings/8449/houston-storage/
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Published on 1 month, 2 weeks ago
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