Engineer Of Finance

Vary the size of your buckets depending on your risk tolerance.   Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance   Book a meeting with Ken If you liked what you’ve heard and would like a one-on-one meeting with the Engineer Of Finance click here Episode Highlights The use of "buckets" to enhance financial strategies Casinos as an example of risk tolerance; it's not about winning all the time, but limiting the losses Allocation and size of buckets for investments, highlighting shelter as a “big bucket” Defining an exit strategy before making investments Having varied sized buckets to handle risk Zero tolerance for high credit card interest rates Having a ‘bucket’ for liquid money as it provides flexibility to be more aggressive in other areas of investment Cha

Buckets for different financial purposes can create clarity and improve your financial strategies. Ken Greene, discusses the concept of 'buckets'. He refers to these buckets as categorized allocations of personal finance, likening it to how you might fill several different physical buckets with water.    Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance   Book a meeting with Ken If you liked what you’ve heard and would like a one-on-one meeting with the Engineer Of Finance click here Episode Highlights How 'buckets' help in retirement planning, definition of financial independence and freedom Concept of every dollar having a purpose and using different categories to allocate funds Using 'buckets' for specific purposes such as mortgage and expenses related to hou

I share some quotes that resonate with me and hope that they can create value for the listeners of The Engineer of Finance Podcast.   Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance  Book a meeting with Ken If you liked what you’ve heard and would like a one-on-one meeting with the Engineer Of Finance click here Episode Highlights A positive momentum that can be created by choosing happiness and focusing on gratitude The influence of Atomic Habits and how small changes in habits can create significant transformations over time. Inspiring quotes that have helped Ken The relevance of positive role models, wise council, and careful choice of friends Quotes on choosing happiness Power of focused attention on gratitude versus fear and negativity The importance of q

Things don’t go as planned at times. Don’t give up. Be a scrapper and win!   Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance  Book a meeting with Ken If you liked what you’ve heard and would like a one-on-one meeting with the Engineer Of Finance click here Episode Highlights The pitfalls of perfectionism Importance of progress and production over perfection Why you should have a game plan Teamwork and the importance of resilience in facing challenges The concept of being a 'scrapper' to running a business, explains the inevitability of challenges and the importance of moving forward regardless Strive forward, both physically and mentally Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you’re subscribed

Kevin Amolsch, president of Pine Financial Group, shares his professional journey, investment strategy, and advice on real estate. He highlights the benefits of real estate as a reliable wealth-building tool, despite its risks and challenges. His firm provides funds for developers and investors targeting fix-and-flip or commercial asset projects, with a loan-to-value ratio of 70% for residential properties in specific areas and 65% for commercial properties nationwide. Who’s the guest? Kevin Amolsch formed Pine Financial Group, Inc in 2008 after leaving a small mortgage company as the senior loan officer for residential lending. Kevin has a degree in Finance which he obtained after serving four years in the US Army. He started out in banking, working at First Bank in the lending department while in school. From there, he started his first real estate investment company, which is still active today.   Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go

Ken Greene invites guest Peter Lazaroff, a Chartered Financial Analyst and Chief Investment Officer at Plancorp. They discuss Lazaroff's passion for investing, which started when he was given a share of Nike stock as a kid, and how he obtained his CFA and CFP certifications. Peter explains the evolving role of the modern Chief Investment Officer, highlighting the importance of addressing the emotional side of investing and educating clients about the market. Lastly, they discuss the ESG investment approach and the importance of hearing various perspectives on investments. Who’s the guest? Peter joined Plancorp in 2015 as Director of Investment Research. He became a shareholder of the firm in 2017 and Chief Investment Officer in 2020. Throughout his career, Peter has built a reputation as an educator, and our clients appreciate his ability to simplify complex issues. While Peter spends most of his time developing and communicating Plancorp’s investment strategy, he also writes regularly for The Wall Street Jou

Ken Greene features Patrick Sells, co-founder of True Digital Group. They discuss debt leveraging, Patrick's background and roles in banking and fintech, and the importance of innovating within legal and regulatory constraints. The conversation shifts to the differences between community and digital banking, championing the adoption of digital transformations in banking. They also delve into the handling of cryptocurrencies, with Patrick providing insights on how cryptos are regulated based on their categorization as tender, security, or commodity.  Who’s the guest? Patrick Sells is an award-winning entrepreneur and thought leader with a proven track record of driving innovation and transformation in the financial services industry. As American Banker’s 2020 Digital Banker of the Year and co-founder of True Digital Group, he has developed the industry’s first-of-its-kind vendor discovery and performance platform, enabling financial institutions to partner with technology vendors more effectively. Links and R

Ken Greene celebrates Independence Day while also highlighting the concept of financial independence. Ken values the freedom and rights his country provides, emphasizing the importance of leadership safeguarding these freedoms.  Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance   Book a meeting with Ken If you liked what you’ve heard and would like a one-on-one meeting with the Engineer Of Finance click here Episode Highlights Financial growth over the past decade within his family unit, and his favorite asset — the Bankosaurus® Ken’s sentiments about Independence Day and the joy it brings him. The importance of financial independence and freedoms in the country Financial review habits, emphasizing the importance of regularly tracking inflows and outflows in o

Ken Greene shared a short reflection on the importance of understanding our purpose and goals in life. He discusses how having a clear purpose can make work more meaningful and help avoid the temptation to quit. Ken shares his own experiences, highlighting the importance of understanding what our goals are all about in order to make the grind more manageable. Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Who Not How: https://www.amazon.com/s?k=who+not+how+book&hvadid=477521039881&hvdev=c&hvlocphy=9030895&hvnetw=g&hvqmt=e&hvrand=5482886718909613447&hvtargid=kwd-1032038115349&hydadcr=22535_9636730&tag=googhydr-20&ref=pd_sl_7e0kxk1hqd_e https://www.youtube.com/@thermaxgym/featured Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance   Book a meeting with Ken If you liked w

Ken Greene discusses the importance of balancing savings and investments while also saying no to the things that don't align with our financial goals. Greene mentions how saying yes to everyone might end up preventing us from serving our ideal clients or achieving our financial objectives. He relates this concept to investment strategies and talks about the importance of finding balance in spending, savings, and delayed gratification. Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance   Book a meeting with Ken If you liked what you’ve heard and would like a one-on-one meeting with the Engineer Of Finance click here Episode Highlights Ken emphasizes the importance of time management and saying no to the wrong clients so you can serve the right ones. He talks abou

Ken Greene interviews Chris Aliotta, CEO and co-founder of Quantalytix, a company aiming to modernize technology and systems for banks and lending institutions. Chris discusses his 15-year experience in the banking industry, the founding of Quantalytix, and the initial challenges faced due to banks being late adopters. By understanding the needs of the market, Quantalytix now successfully serves its ideal clients, including commercial banks, mortgage originators, and other lending institutions, emphasizing the importance of data for informed decision-making. Who’s the Guest? Christopher “Chris” Aliotta is the founder, president and CEO of Quantalytix, a Birmingham, Ala.-based fintech startup specializing in advanced analytics and loan management systems. With more than 16 years of banking and fintech experience, Chris has mastered interest rate risk management, credit risk management, leveraging and monetizing data, bank strategy, loan/deposit valuation, balance sheet profitability, relationship profitability

Ken Greene interviews Dr. Phil Armstrong who explores the Modern Monetary Theory (MMT) and its implications for government spending, inflation, and the supply of goods. He emphasizes that external factors like global commodity prices, supply chain issues, and world events are more significant causes of inflation than simply creating money. Dr. Phil supports his argument with historical examples, like Weimar Germany and the Roman Empire. He clarifies that modern currencies are not backed by gold and encourages critical thinking about the subject. His insights on MMT offer a valuable alternative perspective on government finance and the causes of inflation, challenging conventional beliefs about the relationship between money creation and inflation. Who’s the Guest? Dr. Phil Armstrong is a graduate of the universities of Leeds, Hull and Southampton Solent, the author of Can Heterodox Economics Make a Difference? Conversations with Key Thinkers, (Edward Elgar Publishing, 2020) amongst other publications and is c

Ken Greene interviews Max Emma, the founder of BooXkeeping, who shares his journey starting a successful bookkeeping company catering to entrepreneurs and small businesses. He emphasizes the importance of accurate bookkeeping in understanding a business's financial health and offers monthly financial statements, educational webinars, and software recommendations to clients. Max also highlights the importance of bringing a "cool" culture to the bookkeeping industry and expanding through franchising.  Who’s the Guest? Max Emma is the CEO of BooXkeeping Corporation and BooXkeeping Franchise, Inc., and he’s responsible for everything that happens with them today: He projects confidence; he provides stability; he lets employees make their own mistakes; he strategizes; he creates a safety net and he makes decisions. Before launching BooXkeeping Corp., he was with Qualcomm and Purple Sun House. Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://en

Ken Greene discusses the importance of constantly improving and focusing on Stephen Covey’s 7th Habits Sharpen the saw. Charge those batteries so you can keep improving. Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance https://www.franklincovey.com/habit-7/#:~:text=Sharpen the Saw means preserving,and change in your life   Book a meeting with Ken If you liked what you’ve heard and would like a one-on-one meeting with the Engineer Of Finance click here Episode Highlights Ken talks about the importance of sharpening the saw to improve yourself in your personal life and business. Ken reviews Stephen Covey's "The 7 Habits of Highly Effective People" and finds out he misunderstood the concept of "sharpening the saw." Covey's actual concept of "sharpening the saw" r

Ken Greene interviews Lynn Raynault, CEO of Questis, and John Tabb, Co-founder and Chief Product Officer. Questis helps employees improve their financial health through behavior-based goals and plans, utilizing a platform that combines technology and human guidance. The company works with employers to create incentives such as discounted health insurance premiums and offers a private social network for support. Questis encourages employees to focus on long-term happiness and align spending with values, using spending plans instead of traditional budgets.  Who’s the Guest? Lynn Raynault is a Growth leader for both B2B and B2C organizations. Over 25 years experience developing and executing strategies globally for luxury, not-for-profit, wealth management and consumer goods companies. She’s passionate about building and growing both large and emerging businesses on an international scale in highly complex industries and markets. John Tabb co-founded Questis, a configurable financial wellness technology platform

Ken Greene interviews Marguerita Cheng (Rita), CEO of Blue Ocean Global Wealth and charity marathon runner. Rita shares her multicultural background and passion for ethical financial planning. Her company focuses on education and providing competent, ethical advice to clients, regardless of their net worth. Rita regularly contributes to Kiplinger and US News and World Report and has been a spokesperson for the ARP Financial Freedom campaign. She connects her global experiences with her work in finance, adopting a unique and well-rounded approach. Rita also discusses her enjoyment of running marathons for charity causes like Afghan Aid and Girls on the Run, showcasing her dedication to helping others. Who’s the Guest? Rita is the founder and Chief Executive Officer of Blue Ocean Global Wealth.  She has also been a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. Previously, she was a Financial Advisor at Ameriprise Financial and an analyst and edito

Ken Greene discusses the concept of 'financial infidelity.' He first heard the term about six to seven months ago and finds it a powerful way to describe when someone is financially unfaithful to their partner, whether in a marriage or a business partnership.  Greene talks about the importance of couples and partnerships being aligned, open, and transparent, working completely with integrity. He points out how fulfilling it can be when individuals complement one another by being aware of each other's weaknesses and strengths.  Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance  Book a meeting with Ken If you liked what you’ve heard and would like a one-on-one meeting with the Engineer Of Finance click here Episode Highlights Ken introduces the concept of financ

In this podcast episode, Ken interviews Tammi Brannan, who shares the importance of a personal blueprint, networking, and authentic communication. They discuss the "Peanut Butter and Jelly Triangle" concept for content creation that represents the business, provider, and intended audience's value. Using real-life stories, they highlight relationship building and emotional value, emphasizing on staying true to oneself and utilizing personal skills and strengths for client success. Who’s the Guest? In 2006, Tammi woke up to realize that her life was stagnating, and she felt an all-consuming need to re-invigorate it somehow. Through God's gentle guidance, she was led to study the difference between who she is, and who her life was allowing her to be. This study became the "Blueprint Process." In today's world, there are so many distractions, between other people's needs, and the expectations of society. Who are we, amidst the noise? You each have a Blueprint, a toolbox full of everything you need to bring value

In this podcast episode, Ken and Tammi Brannan, emphasize the value of genuinely helping others and providing value rather than focusing on self-promotion. By listening and serving others, individuals can create better connections and meaningful relationships. Ken shares his dislike for networking events, but Tammi suggests shifting one's mindset to approach these events as opportunities to serve and help others. They encourage listeners to focus on this authentic approach, as it can lead to greater success and a more fulfilling life.  Who’s the Guest? In 2006, Tammi woke up to realize that her life was stagnating, and she felt an all-consuming need to re-invigorate it somehow. Through God's gentle guidance, she was led to study the difference between who she is, and who her life was allowing her to be. This study became the "Blueprint Process." In today's world, there are so many distractions, between other people's needs, and the expectations of society. Who are we, amidst the noise? You each have a Bluepri

Join Ken Greene in an insightful episode of the Engineer of Finance Podcast as he engages in an in-depth conversation with the esteemed Tessa White, known as The Job Doctor, who brings her expertise on financial planning, liquidity in American households, and her transformative book "The Unspoken Truth for Career Success." This riveting discussion sheds light on the widening disconnect between the younger generations and employers and presents solutions to bridge the gap through strategic communication, value alignment, and workplace adaptability. As a thought leader in finance, Tessa reveals the secret to empowering the younger workforce and how employers can tap into the dynamic potential of this generational change. Discover valuable insights into flexible work arrangements, project-based work, and mastering the art of workplace negotiation in order to create an unparalleled environment of growth and success. Who’s the Guest? Tessa White is a HR professional with 20+ years of experience in the field. She h