Engineer Of Finance
Financial Planning vs. Financial Strategy - Episode 74
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:30:26
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Sinopsis
Ken talks with Tammi Brannan about the difference between having a financial plan and having a financial strategy, and what to look for when working with a financial planner, so stay tuned and learn from his tips! Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help others become financially independent and 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 Love to help clients - 2:53 Financial plans vs. Financial strategies - 5:33 Financial plans - 6:30 Understanding the "need analysis" - 7:01 The financial industry and its market strategy - 7:57 Creating a strategy with uncertainty - 10:32 Priorities and dreams - 10:59 Strug