Engineer Of Finance

On today's episode, Ken Greene has a special guest: Devin Sizemore with BBSI. Devin has been working in online marketing, sales strategy, and business development for over 7 years. He is passionate about helping businesses grow their brand, teams, revenue, and most importantly, he helps business owners grow themselves. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode For resources and additional information on 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 Connect with Devin Sizemore: http://www.barrettbusiness.com/ https://www.facebook.com/dpsizemore https://www.linkedin.com/in/dpsizemore/ https://twitter.com/dpsizemore https:/

Learning how to protect your income is as important as learning how to increase it. That's why on this episode, we provide you with all the information you need on income protection insurance. Stay tuned to listen to Ken Greene as he dives into the subject of disability insurance, the real estate market, and realtors. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode 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 Show Notes Discussing disability insurance and protection insurance - 5:15 Helping others to succeed - 6:37 Fear as a powerful motivator - 7:11 Focusing on Wall Street as a soluti

Purchasing an investment property shouldn't be an emotional decision; it requires an elaborate study and market analysis, which is often complicated. In this episode Ken Greene shares his financial wisdom so you can form a solid real estate investing strategy. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode For resources and additional information of this episode go to http://engineeroffinance.com https://www.amazon.com/Grit-Passion-Perseverance-Angela-Duckworth/dp/1501111108 Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance Show Notes Discussing the previous podcast - 1:57 How real estate can be a wealth vehicle - 4:11 The emotional decisions - 5:18 Buying property as an investm

Buying an investment property goes beyond the home improvement shows of doing a cheap, fast remodel and turning a quick profit. Ken and Tammi unpack how to setup a plan when buying real estate and how to create an exit strategy so that you can win. A helpful tip for all listeners is to know that you make your money when you buy, not when you sell. It’s more important than ever to get the deal just right, especially in an unpredictable future. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street.   Links and Resources from this Episode 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   Show Notes Creating financial strategies that wo

Ken and Tammi talk about the fun and not-so-fun financial tools that you can use in your life in case you encounter an event that leaves you or a family member with a disability. You’ll hear different strategies so that you can find smarter ways to use your money. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode For resources and additional information from 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 Show Notes Talking about Trusts - 2:07 How it’s difficult to separate a dream from reality - 2:44 It’s all about money - 4:00 Paying your insurance - 5:05 Having liability protection - 8:20 Having a financial strategy - 9:30 The c

Discipline is an essential element to obtain freedom. On this new podcast, Ken Greene explains how discipline brings you more freedom in all aspects of life. Ken and Tammi revisit personal experiences where this concept was put to the test, so stay tuned to learn more about this topic! Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street.   Links and Resources from this Episode 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.amazon.es/Never-Split-Difference-Negotiating-Depended-ebook/dp/B014DUR7L2   Show Notes Talking about the financial symposium: Summit for advisors - 2:04 Struggling with the creation of a savings st

Ken shares his thoughts on how you should always aim to do an excellent job at whatever activity you are tackling. Even though you don't want to fall into perfectionism, you do want to avoid mediocrity! Today, Tammi and our host discuss those simple little changes you can make in your life to always perform at a high level and how Ken’s journey trying to get back in shape serves as an example to understand this concept.   Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street.   Links and Resources from this Episode 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   Show Notes Today’s topic: Do Things At High-Level Or Don't Do Them At

If you want to pass wealth to the next generation a will and trust are essential pieces to the puzzle. Ken and Tammi share ideas for you and your family and how to maximize your current financial situation. You’ll hear specific strategies to avoid the common mistakes others make when it comes to trusts and wills. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode 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 Show Notes Podcasts with Greg Gentry - 2:03 Focusing on death is not fun - 3:33 Investments, risks, and returns - 4:44 Wills and Trusts - 5:38 Why every family should have a trust - 6:

This is the second episode of a two-part series on which our guest Greg Gentry dives into the differences between a Will and a Trust. Join us to get some advanced strategies and learn what the benefits are of creating a Trust. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode 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 Show Notes Advanced planning strategies with Trusts - 2:11 What is a CRT? - 4:08 Understanding an irrevocable trust - 5:16 Flexibility in changing the beneficiaries - 5:46 How your money goes to charity - 6:33 Taxation benefits from using the Charitable Remainder Trust -

This episode is all about the differences between a will and a trust and why everyone should have trust-based planning. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street.   Links and Resources from this Episode 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 Connect with Greg Gentry https://lifespanusa.com/team/bio/rick-randall greg@lifespanusa.com https://lifespanusa.com/team/bio/greg-gentry   Show Notes Ken has known Greg for about three years - 1:59 How Ken met Greg - 2:33 An attorney you can trust - 3:04 Why Greg loves the T-Rex and Ken's Bankosaurus® - 4:48 What is estate planning? - 5:59 The company’s mission - 6:27 Greg

Ken and Tammi are joined by Kyle V. Robertson. He’s an avid listener of the podcast and is here today to share some stories on how he met Ken and how they work together. Also, he tells us how New American Funding makes a difference in the mortgage industry by funding loans themselves. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode 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 Connect with Kyle V. Robertson www.newamericanagent.com/KyleRobertson Kyle.Robertson@nafinc.com   Show Notes Kyle introduces himself - 2:25 Ken recalls a previous episode about his loan officer - 4:00 Stories

Going on a vacation and turning OFF your mind while still doing what you love, will be the topic of this new episode. Ken shares the importance of hitting the reset button and taking some time off to come up with new ideas for your company. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode 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   Show Notes Gratitude towards Scott Meneath  - 1:19 Discussing the previous podcast  - 1:51 Letting go of what you love doing - 4:07 Working with clients wherever you are - 4:34 Busy time for accountants and tax attorneys - 5:10 Going on a vacation - 5:37 T

Ken is joined by Scott Menath of Menath Insurance who is Ken’s property and casualty guru. Today they get together to talk about how they met and discuss Scott’s area of expertise. Also, what they expect of this new joint venture. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode 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 Connect with Scott Menath http://menath.com/ Show Notes Ken talks about how Tammi advised him to switch areas of expertise. Ken is announcing the partnership between Menath Insurance and Greene Financial. How Ken found Scott. The structure of Scott’s business. Sc

The Engineer of Finance gives us some of his intellectual wisdom, this time without his co-host Tammi Brannan. Today's topic will be the rates of return and technology. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode 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   Show Notes Ken talks about a trip that his wife planned - 1:35 Doing the podcast in a cabin in the mountains - 2:12 The Bankosaurus® is too simple - 3:40 Rates of return - 3:53 Online institutions where you can have higher rates of return - 5:09 Internal and External rates of return - 6:15 How the financial industry explains t

Perfectionism is something we are always pursuing, but sometimes, it can turn into your biggest obstacle. Today, Ken explains how you should continue learning every day, embrace the fact you will never know everything and recommends us to keep move forward instead of looking for perfection. To him, the best way to get near perfection is to pull the trigger and just do the things that you want to do! Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode 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 Show Notes Ken starts the podcast with a little "rant" about lawyers, attorneys, and CPAs - 2:06

Ken shares his learning experience in Texas, where he spent time with the best of the best in the financial world. He also explains what the Bankosaurus® is, as well as his approach to smart financing for individuals and families. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode 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 Show Notes None of us have a crystal ball - 4:50 A different way to play the game - 5:22 Love for Wall Street - 6:08 Mutual insurance companies - 7:22 Working on the fundamentals - 8:54 Using “The Bankosaurus®” tool - 10:07 What is “The Bankosaurus®”? - 10:45 Complete

Ken and Tammi tackle life settlements with Tim Wright, at ASR Alternative Investments. Hear how alternative investments and life insurance compliment each other when it comes to financial planning. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode 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 Show Notes Cash has become illegal - 3:39 Having cash can be a problem - 5:21 Life insurance vs IUL - 6:06 Financial tools at your disposal - 8:33 The importance of having liquidity - 9:14 What's asset protection? - 9:46 Life and asset insurance - 12:12 The history of whole life insurance policies -

Is the future paperless? What is the role that cash has in our lives and will it remain a necessity in the future? That is the topic of today's podcast, so join us as we listen to Ken share his opinion about seeing cash as a bad thing, money as an amplifier and the privacy of U.S citizens. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and to help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode 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 Show Notes A cash story - 2:38 Is cash illegal? - 3:20 Opportunities with cash - 4:04 Wealthy clients with a real estate portfolio - 5:09 Bad people and cash - 8:03 On cryptocurrency, there's true freedom

There is no question about the importance of money in today's economic landscape, but on this episode, Ken takes the discussion one step further and talks about control and how money moves. Join us as we listen to Ken explain important concepts like opportunity cost, the role of cash in our lives and the current state of people's privacy in the U.S. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and to help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode 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 Show Notes New office location - 1:34 Writing blogs  - 4:27 Discussing cash - 6:25 What is cash? - 7:06 Value and abundance - 7:17 A suitcase fu

Ken and Tammi discuss the philosophy of understanding who is your ideal client, procuring its safekeeping and how it becomes second nature, one of the many perks of finding your true calling. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street.   Links and Resources from this Episode 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   Show Notes Full-time engineer- 5:16 Secrets of the insurance industry - 5:49 Educating people - 6:46 A book to get clients - 7:14 What we do for clients - 8:06 An ideal client - 8:24 Helping your client - 8:57 Four tips to get an ideal client - 9:49 People with integrity - 11:10 Mentor, coach, and fina