#130 - From Wall Street to Real Wealth: Lessons from Ted Greene

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:

• LinkedIn: https://www.linkedin.com/in/ted-greene-iamnotafraid/

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*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.