Podcast appearances and mentions of Ken Greene

Advent devotions from our members who share about the ways they have experienced the light, and hope, and meaning of God's magnificent gift. Today's devotion is given by Ken Greene. 

This episode was inspired by an article in The Epoch Times, titled: "No Fooling: Gov. Newsom's $20 Minimum Wage Hits April 1," written by John Seiler. I am not a fan of minimum wage because of the intended and unintended consequences.   Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com https://www.theepochtimes.com/opinion/no-fooling-gov-newsoms-20-minimum-wage-hits-april-1-post-5618426 https://www.youtube.com/watch?v=-moXPeaEjvQ 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 article from The Epoch Times, titled: "No Fooling: Gov. Newsom's $20 Minimum Wage Hits April 1," written by John Seiler Concerns over the state and federal governments making such decisions The initiatives pushing for minimum wage laws and the potential unintended consequences Effects of minimum wage laws on younger employees The impacts of California's minimum wage increase to $20    Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

Ken Greene talks about a story of his auto mechanic, Mico at Ital Motors in Reno, NV. He is grateful for being surrounded by people that he trusts and that are highly competent at what they do. 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 contrast between the ease of modern air travel and the discomfort and complex emotions around flying, including the impact of human behavior in such environments Value of his business trips versus the emotional difficulty of being away from his family, particularly his son, showing the human side of business travel and personal sacrifice The concept of 'The Gap and The Gain' Ken's Toyota truck, attention to detail, and customer service acts as an anecdote underscoring the importance of trustworthiness and competence in any industry Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

Ken Greene discusses the process of active investing and how it compares to passive investment strategies. His approach is more hands-on, watching the market daily, as he sees it as a way to relax and keep himself engaged. He underlines the importance of being aware of one's financial position and evaluates the patterns in the stock market to make informed decisions. Greene emphasizes that the stock market, whilst a powerful tool for accumulating wealth, can be unpredictable. He expressed his concerns about the rapid rise of the stock market, considering it to be "unnatural". He cautions listeners who have taxable and qualified accounts, especially those nearing retirement, to consider cashing in on their returns and transferring the money to safer assets. He also suggests reevaluating your portfolio with the help of your advisor.   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 stock market's progress since October 30th, emphasizing the 70% return rate, if annualized Importance of anticipating market trends, protecting assets, and the possibility of the market pulling back Considering the impacts of long-term and short-term capital gains on tax bracket Ken's personal strategy: Moving some money into something else and surprising his family Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

The Engineer of Finance podcast host, Ken Greene, starts by discussing his recent trip to Santa Monica and the contrasting weather in the Reno-Tahoe area. He expresses gratitude for being able to enjoy both environments. Ken then reflects on the workshop he attended in Santa Monica, where he learned from successful entrepreneurs and realized a blind spot regarding work-life balance. He admits to becoming complacent with releasing episodes of his podcast consistently and apologizes for missing several episodes. He shares that negative influences from marketing people affected his vision for the podcast's growth but emphasizes that he will not give up on his vision. Ken mentions upcoming improvements, such as a new website and potential sponsorships or affiliates in the future. 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 tranquility of the snowfall and his gratitude for the diverse environments he gets to experience His complacency and failing to release podcast episodes weekly as promised due his negative interpretation of certain comments from two marketers His commitment to the vision of the podcast and how he has severed ties with the marketers who influenced him negatively Ken's gratitude for his audience and teases the new direction his podcast is going to take Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

Happy Groundhog Day! I hope everyone has a Happy Groundhog Day! Love the movie with Bill Murray. Great day to review and maybe revise our strategies and our plans to achieve the results we want to accomplish in 2024.   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's love for skiing and winter, his desire for more winter, and how the Groundhog Day reflection aids in planning and strategizing What's the beauty of Groundhog Day The effectiveness of small increments in habits and discipline How to start having constant growth and improved habits Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

Ken Greene welcomes guest Brad de Comarmond, co-founder of Empower Men, to share his personal journey and talk about his health and wealth transformation program for men. He focuses on establishing sustainable habits for long-term change over a 90-day period, starting with a one-on-one call and leading to courses, live training, and community engagement through the Mighty Networks platform. Brad emphasizes accountability and habits, inspired by James Clear's book, Atomic Habits.  Brad discusses his personal experiences that have shaped him, including his health transformation from overweight teenager to male model, his financial coaching certification through Dave Ramsey, and a significant financial loss from an investment. He also encourages the use of advanced therapies like peptide and testosterone replacement therapy and supports an approach where health, fitness and medical industries collaborate for optimal patient health. He invites listeners to reach out via his website, Empower Men, or through his Instagram account.   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 Connect with Brad de Comarmond https://www.instagram.com/iambradleyjarryd/?hl=en https://www.linkedin.com/in/braddecomarmond/     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 Empower Men's work as transformative for men's health and finances Brad's upbringing in South Africa and his subsequent move to the US. His transformation from his overnight days into a fit individual How Brad met his business partner, Gil, and their shared passion for health, wellness, and anti-aging How his personal financial losses inspired him to understand finance better and help others in managing their money How their 90-day transformation program works, including one-on-one calls, community involvement, regular live training, and other resources The potential of anti-aging therapies like peptides and stem cell research, and the challenges to access and affordability Growing awareness of alternative health approaches thanks to podcasts and other non-traditional media channels Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

Ken Greene welcomes guest Beth Hendler-Grunt, founder of Next Great Step, discussing the challenges young graduates face in the current job market. Pressures such as lifestyle expectations, inflation, and living costs discourage job hunting among recent graduates. In response to the issue of candidates not showing up for interviews, host Ken Greene suggests fear of rejection might play a role. Hendler-Grunt underlines the importance of guidance in job hunting for young adults from professionals, mentors or employers, and stresses the value of opportunities like internships for gaining experience.   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://nextgreatstep.com Connect with Beth Hendler-Grunt https://nextgreatstep.com/ https://www.linkedin.com/in/bethhendlergrunt  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 Beth's important role in helping students transition into their career The success of her book, "The Next Great Step" Different disciplines that Beth works with Experiences and challenges of entrepreneurship and understanding the importance of being practical when achieving career goals The step-by-step approach to help their child graduate into their career Why business owners should offer internships or even a conversation to young adults for their career guidance and growth Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

Thank you for supporting this podcast.Thank you to all the guests that came on The Engineer of Finance Podcast. Grateful for what we accomplished in 2023. Grateful for what's to come in 2024. Thank you. 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   Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

Ken Greene advocates for intentional personal and financial planning. Despite past fears and resistance, he has learned the value in saving for the future and employing strategies like dividend paying insurance plans. His experience of fatherhood has reinforced his perspective on planning for the future. Ken concludes his end-of-year message with a disclaimer about his content, reminding listeners that investment decisions should be made cautiously and with the understanding of inherent risks. He emphasizes the importance of consulting with qualified financial advisors if necessary.   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's dislike for New Year's resolutions How he sees the end of the year as a great time to reflect on achievements and potential improvements for the future How to be prepared for the unknown rather than creating plans based on hypothetical scenarios Logical reasoning for planning the future: Making choices today for a more prosperous tomorrow. Reflection on past years and the positive outcomes brought about by careful planning Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

Ken Greene expresses his deep gratitude for a range of things. He starts by emphasizing the importance of reflection and improvement in areas of life such as fitness and finances, and acknowledges that this may require bringing in mentors, coaches, or following online programs.   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's personal Thanksgiving experience and how spending time with his extended family made this year's holiday special The visit to Lake Erie and his nostalgic memories associated with it His gratitude for the airlines and the smooth travel experience Why Thanksgiving is his favorite holiday and the value of being grateful The importance of reflecting on accomplishments, areas of improvement, and tuning life as we approach the New Year The importance of mentorship and coaching in one's life and the potential for transformation Recommendations for the book "The Gratitude Principle" by Dan Sullivan for understanding appreciation   Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

In this episode of the Engineer of Finance podcast, host Ken Greene interviews Parker Pursell, president of eQRP, a company that offers alternative retirement plans. Parker shares the motivation behind eQRP, which originated from the founder's personal experience of his father's traditional 401(k) failing to provide sufficient financial security. The company enables individuals to access their 401(k) savings, invest outside the stock market, and provides educational tools to promote financial literacy. The conversation emphasizes the importance of self-employment as a route to qualify for a self-directed 401(k). eQRP particularly serves those dissatisfied with traditional 401(k) plans or wish for greater control over their retirement savings. 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 Connect with Parker Pursell https://www.linkedin.com/in/parker-pursell https://eqrp.com/   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 motivation behind eQRP, to avoid the failures of traditional financial advising Failure of the traditional financial system in educating individuals about managing their money The idea of entrapment in the 401k system and how the company seeks to free clients from this eQRP's way to help individuals access money from previous jobs Considering business activities to prove self-employment for self-directed 401ks eQRP's service offerings What their approach to investments are eQRP's reputation and value they create for the community with their innovative financial solutions Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

Jason Somerville, an experienced entrepreneur and investment banker, shares his professional journey and insights on transitioning from a corporate job to entrepreneurship. He narrates about his previous roles at Bank of America and a hedge fund, before starting his own ventures, including a helicopter leasing company. Jason now assists business founders/owners planning an exit strategy in his current role at GW Partners. Through a series of phases, they identify weaknesses in businesses, implement improvements and strategize to sell the businesses.   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 Connect with Jason Somerville https://www.linkedin.com/in/jason-somerville-7273b71a/ https://www.gw.partners/     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 Jason's work in helping entrepreneurs with their exit strategy The typical investors they worked with at the hedge fund The challenges and benefits of navigating the entrepreneurial path How his wife's deep belief in his ideas ignited his entrepreneurial journey The human component in financial deals Using branding as a business strategy, emphasizing emotional connections, DNA, and clear messaging Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

Ken Greene discusses the importance of concentrating on the things that one can control and letting go of the concerns that cannot be managed. Inspired by a conversation with a new client worried about global tensions and their impact on financial matters, Ken emphasizes on the futility of worrying about things beyond control, suggesting instead to pay attention but not dwell on such matters.    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 Monitoring global affairs but choosing not to let it cause undue stress; focusing on situations that can be controlled Focusing on controllable factors on a daily, weekly, monthly and quarterly basis to meet personal, familial, and workplace goals Past struggle with perfectionism and how it deterred progress Lesson learned from guest speaker about overcoming perfectionism Focusing on tasks and goals that can be controlled and acknowledging the inability to control everything else Learning from personal experiences and sharing this knowledge to help others Importance of addressing, understanding, and improving personal habits and circumstances before attempting to solve larger issues; applying this lesson in financial and investment strategies Advice to focus on what one can control; reminder of being aware but not consumed by external events Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

Ken Greene discusses the concept of "be a guinea pig." He shares his personal experiences from trying out new water sports, to the painful learning process he went through. Ken emphasizes that being a 'guinea pig', though often painful, is an important part of the learning process. He views this as a valuable way to learn what works and what doesn't work in any given situation, enabling him to be a better host, teacher, and mentor. Ken also discusses how he becomes a guinea pig vicariously through mentors who are in situations that he has not yet reached, such as retirement.    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 Being a guinea pig to enter the insurance and financial industry The importance of understanding products personally before selling them to others His learning journey for the 'Infinite Banking Concept' and how it transformed his financial planning Importance of experiencing both success and failures as a way to empathize and help others How he utilizes mentorship to gain knowledge and wisdom in fields that he doesn't have personal experience in, like retirement planning The importance of being a guinea pig, especially in areas you excel at, to provide value to others Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

In this podcast episode, Alex Chompff discusses his career journey from the military to entrepreneurship, with notable roles in technology and venture capital. His experience includes being a security chief for nuclear weapons installations to managing a family business. His journey is marked by a deep love for technology that led him to form various ventures like Goodies, NatureTrack, Evolution Ventures, and MasterVerse.AI.  Alex returned to the corporate world in the 2010s, allowing him to balance family, education, and establishing his company Goodies. His investment strategy places heavy emphasis on teamwork and integrity and having a long-lasting social impact. He advocates for investing in veterans due to their robust character traits and potential and shows interest in women-led businesses due to their vast potential yet underrepresentation.  Alex introduces his platform MasterVerse.AI, which facilitates understanding AI, intending to familiarize people with AI. He believes all people globally should have access to such technologies and encourages participation in the Masterverse.ai community, offering interaction with high-profile community members.  Lastly, he emphasizes that individuals seeking investment are crucial to the investment infrastructure. He encourages them to persevere and connect with him on social media platforms and his platforms: evolutionacceleration.com and MasterVerse.AI. He believes in an equal opportunity approach to technological advancement access.   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 Connect with Alex Chompff https://www.masterverse.ai/about https://www.naturetrak.com/   https://www.evolutionacceleration.com/ https://www.linkedin.com/in/alexchompff  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 importance of shared bonds and trust in work, specifically with veterans who have high integrity Investing in women owned businesses due to their underappreciation in the investment community Alex's long and extensive career Transition from high school to Marine Corps Returning from Marine Corps and starting a career involving computers and finance The impact and learning experience from serving in the Marines The power and importance of mentorship and helping others The challenge and emotional toll of balancing work and family, particularly when traveling for business Career shifts to focus on starting a family The forming of the venture syndicate and becoming an investor operator Financial component and social aspects of angel investing The fundamental criteria he uses to evaluate a potential investment opportunity The importance of personal connection when making investment decisions. Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

Ken Greene discusses inflation and how homeowners can take advantage by using instruments like a 30-year fixed mortgage in an episode titled "Make Inflation Your Friend." Ken mentions the impact of money printing and technology on the value of assets and posits that their worth might not have gone up, but it may take more dollars to acquire the same assets due to inflation.    Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com US INFLATION RATE MEDIAN SALES PRICE OF HOUSES AVERAGE 30-YR FIXED MORTGAGE FREE FINANCIAL CALCULATORS 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 Sharing previous experiences of advising clients to switch from 15-year fixed mortgages to 30-year fixed mortgages The current interest rates and median prices of homes in the US Ken's rule of thumb: House payments should not exceed 25% of your gross income Possible scenario of how inflation can impact your future payments on a 30-year fixed mortgage Case study example of someone having a strong income stream and buying a house at the median price Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify

Ken Greene discusses the change in the value of assets like gold, the stock market, and real estate in comparison to the depreciating value of the US dollar since the 1970s. He stated that, while the value of these assets might not have significantly increased, they now require more money to acquire due to inflation.  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's views on the importance of having financial security with diversified assets The data on housing prices from 1971 compared to 2023 and the increase in the time needed to acquire a house based on median income People need to save more, live within their means and invest wisely to beat inflation and erosion in the purchasing power of money Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

The fastest way to increase wealth is with substantial savings and substantial cash flow via automation to savings. The best way to enhance your retirement is with savings and guaranteed/promised cash flows.   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 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

In this episode, the emphasis is on the impact that our environment has on our motivations, actions, and ultimately our successes. Drawing from personal experiences and examples, Ken discusses how changing the environment can lead to significant personal growth.    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 power of changing environments to accomplish new goals A recent business trip to Santa Monica The impact of surroundings and the environment on productivity and critical thinking Ken defines "environment" and emphasizes the importance of creating the right conditions for growth - for people, plants, animals, and even finances Ken reveals how certain environments, like the library, facilitated concentration and learning when he was studying to become a professional engineer The importance of identifying one's weaknesses to improve upon them Reflect on the environments you've created for yourself and consider possible changes to improve personal progress Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS

Chris Aliotta and Ken Greene discuss banking complexities, including the carry trade, fractional banking, and cryptocurrencies. Chris, with his extensive banking experience, explains that deposits are considered liabilities for banks and details the strategies banks employ to keep money perpetually earning interest. He also elaborates on the industry's risk issues concerning interest rates and liquidity. Chris shares about the Silicon Valley Bank's significant losses due to their failure in hedging interest rate risks, advises spreading money over several institutions for security purposes and explains an inverted yield curve's ramifications.    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 Connect with Chris Aliotta https://www.linkedin.com/in/christopheraliotta https://www.quantalytix.com/team/chris-aliotta  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 differences between commercial banking and investment banking Role of the Federal Reserve in providing liquidity backup for banks Cases when banks become insolvent The concept of "liquidity risk" Silicon Valley Bank's large-scale interest rate exposure A good way to measure the safety of a bank as an individual depositor Short-term rates influence what banks can lend to each other The impact of short-term rates on the economy Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 Changing habits for better health, utilizing the bucket metaphor Reducing his coffee intake Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 house, auto loans and their maintenance Having a bucket specifically designed for acquiring real estate, impact of current mortgage rates Diversifying income streams for retirement including rental income, pensions, and annuities Using the stock market as a 'play check money' during good years, spending it on vacations or fun toys Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 quality reading for personal growth and goal setting to decide the future Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 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 Kevin Amolsch https://pinefinancialgroup.com/our-team/kevin-amolsch/ https://pinefinancialgroup.com/speaker/ https://www.linkedin.com/company/pine-financial-group   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 His current role as the president of a private equity firm that specializes in real estate investment The effects of relentless collection calls on people trying to get back on their feet, and how those calls can hinder their ability to generate revenue How he got into real estate investing and his approach to finding and negotiating deals The pros and cons of flipping houses and how it contributed to the guest's knowledge of real estate The idea of diversifying assets across real estate, stock markets, and savings accounts The challenges of managing properties and why the guest recommends new landlords to manage their own properties initially Pine Financial Group's primary function in lending money to real estate developers and investors The challenging process of getting approval from regulators How Pine Financial Group operates as a lender Kevin explains that Pine Financial Group has had success by not having a lockup period The importance of mastering cash flow and establishing good saving habits before investing in a 401K Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 Journal and Forbes. In 2019, Wiley & Son's published his first book titled Making Money Simple. He also is the host of The Long Term Investor podcast. Peter and his wife, Ann, have two sons. When he has free time, he enjoys reading, traveling, swimming, and watching baseball.   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 Connect with Peter Lazaroff https://www.plancorp.com/team/peter-lazaroff https://www.linkedin.com/in/peterlazaroff https://peterlazaroff.com/   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 Peter discusses how he developed an interest in investing as a teenager and how it influenced his career choices.   How Peter started learning about investing by buying books and reading the Wall Street Journal. His decision to first go for his CFA and then CFP designations based on his role as an investment analyst How the best way to approach the CFA exam is to avoid communicating with others during breaks between tests as it may cause confusion The idea of advising clients to pay off high-interest debt like credit cards which can yield a guaranteed return equivalent to the interest rate Objectivity and taking an emotionless approach to investment decisions The role of emotion in investing How fear can often outweigh financial logic, particularly for people nearing retirement The challenges of getting clients to accept simplified investment options, like a one-fund portfolio Experience with ESG (Environmental, Social and Governance) investing How to start simplifying investments Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 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 Connect with Patrick Sells https://www.linkedin.com/in/patricksells2/ www.truedigitalgroup.com   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 Patrick talks about True Digital and the gaps it fills in the banking industry. Insights on the innovation and creativity involved in banking Relationship between learning and earning, and the different experiences coming from college versus working The importance and value of setting and abiding by rules within the banking system are stressed Imposing discipline for oneself and for optimizing the banking process The definition and role of community banks The misinterpretation of banking terms How banks became early adopters of technology, hence the legacy systems The talent deficit in community banking and the need to attract a new generation Understanding the regulatory aspects of crypto Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 one's businesses and households. The importance of examining whether financial expenditures brought joy or annoyance, as it helps in tuning financial strategies. Benefits of having money in not just one asset, the opportunities it provides, and the resulting economic benefits. Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 what you've heard and would like a one-on-one meeting with the Engineer Of Finance click here Episode Highlights Understanding the importance of managing money and cash flow better through finding purpose Ken Greene's "why": Elevating others and making a difference for his family and clients Impact of goals and purpose on warrior strength and resilience Inspiration from a seven-year-old about being more present and the importance of careful spending Reflecting on goals and reasons for working hard to make the grind feel more meaningful Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 about the balance between spending and saving for future financial independence. Ken warns against accumulating credit card debt and the impact on financial freedom. He offers to help listeners with mastering paying off credit card balances in full each month. Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 modeling, asset liability management, relationship profitability modeling, cloud software trends, blockchain trends and data tools. 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 Connect with Chris Aliotta Chris' Linkedin: https://www.linkedin.com/in/christopheraliotta/ Company Website: www.quantalytix.com Twitter: https://twitter.com/quantalytix   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 Chris acknowledges a need to modernize the technology and systems banks use and founded Quantalytix to make quantitative data more understandable and accessible Quantalytix services both commercial banks and non-bank entities, including mortgage originators, with strategies they can pursue to optimize their businesses How Quantalytix targets depository and non-depository lenders, focusing on those involved in making loans Helping optimize lending strategies, reduce risk, and maintain good standing with regulators by providing valuable data and insights The platform assists users in validating lending decisions and identifying potential risks, offering peace of mind in decision making Quantalytix takes the data clients have and provides tools for critical analysis and decision making in lending practices The importance of understanding market, product, and problem-solving for entrepreneurs Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 currently working on what may be the definitive biography of economist and theorist Warren Mosler, one of the leading figures, if not the leading figure in the MMT world. Dr. Phil is also a regular podcaster and guest speaker. In addition, he also teaches at York College. 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 Connect with Dr. Phil Armstrong philarmstrong1883@gmail.com   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 Dr. Phil's background as a teacher and his work with GIMS and his interest in modern monetary theory The meaning of heterodox economics and its role as a counter to mainstream economic thought The ontology of money and how it is a system of credits and debits The government spending and taxation affect inflation and unemployment in an economy Modern monetary theory is not a theory but the way money has worked throughout history Relationship between price levels and money supply The influx of money during COVID and how it affected spending habits and market supply Example about how the money supply is an effect and not a cause of higher prices Importance of understanding the detailed chronology of events in the history of inflation and the money supply Incentives to stay home during the COVID pandemic and different perspectives on the situation Importance of recognizing counterintuitive ideas, like modern monetary theory, which explains how governments have always functioned Plans for future podcast episodes exploring more about monetary theory and setting the truth Brief discussion on the U.S. Civil War and how both sides printed their own currency to pay soldiers How the fiscal machinery of the Roman Empire eventually broke down and led to the decline in value of Roman coins Why Confederate currency became worthless due to the breakdown of the fiscal system and lack of tax collection Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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://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 Max Emma https://www.booxkeepingfranchise.com/ max@booxkeeping.com https://www.linkedin.com/in/maxemma   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 Max shares his background, coming from Russia to the United States, eventually settling in San Diego and attending San Diego State for a finance degree His experiences during the economic collapse in Russia and how people found ways to make money and survive How he learned English by calling American Express and other credit card companies, asking questions and interacting with them as a free practice His journey of growing a landscaping business, experiencing the impact of the recession, and eventually starting his own bookkeeping business The importance of bookkeeping in showing how money was spent and moved, as well as for forecasting and showing the future in certain ways Identifying the need for a better bookkeeping solution The benefits of using BooXkeeping's services remotely during COVID and how it saves companies money by offering a more efficient bookkeeping service compared to in-house accounting departments The goal is to have 15 more BooXkeeping franchises by the end of the year and help them find success by providing marketing, technology, and staff support The vetting process of potential franchisees focuses on whether they match culturally with the existing team and if they have interests outside of work, while financial and bookkeeping experience is not essential Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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" represents the importance of maintaining a balance in your life by renewing and investing in yourself. Ken talks about how taking time off and giving yourself space to rest helps to create clarity and can lead to new ideas. Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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, that allows retirement advisors and financial service providers to easily deliver personalized financial wellness programs to their plan sponsors and participants. Founded by experienced financial advisory professionals, Questis pairs the power of software with the customization required to fuel behavior change. 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 Contact with Questis CEO, Lynn Raynault, and CPO & Co-founder, John Tabb www.questis.co sales@questis.co (855) 289-5833 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 truth about financial advisors being primarily investment advisors and not focusing as much on other aspects of finance, like budgeting and eliminating debt Questis provides tools and processes for people to become more financially healthy, including setting goals and creating new financial habits The wide variety of companies and employees that can benefit from Questis, both small and large organizations and employees from all walks of life What are the incentives used by companies to encourage employee participation in Questis programs The importance of understanding an individual's relationship with money and changing their mindset around it How Questis offers a holistic approach to financial wellness, providing support through certified coaches, tools, and a community of people going through similar financial situations The paycheck-to-paycheck phenomenon doesn't discriminate across income levels, and implementing healthy financial habits is crucial for everyone Questis helps people understand what truly makes them happy and review their spending habits, aligning their financial decisions with their values and happiness Rather than using the term "budgeting," Questis encourages "spending plans" to help people adjust their financial behaviors without the negative connotation of the term "budget." Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 editor at Towa Securities in Tokyo, Japan. 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 Contact with Marguerita Cheng https://margueritacheng.com/about-marguerita/  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 Rita discusses the importance of providing financial advice to people regardless of their portfolio size. Rita shares her experience as a member of CNBC's Financial Advisory Council and working with the media. Rita talks about her writing journey and the importance of making personal finance personal. Rita shares her professional journey from working at a large firm to founding Blue Ocean Global Wealth. Discussing the services offered by Blue Ocean Global Wealth and how they cater to various clients' needs. Rita speaks about her personal background, growing up in a multicultural family, and the impact of her early experiences on her communication skills. The reason behind Rita's family's move to the Netherlands and her experiences studying there. Rita's experience living and studying in Japan on multiple occasions. Discussing memories and experiences in Baltimore and Annapolis. Confirmation of the firm's headquarters in the DC area. The running culture in DC and New York and its significance. Rita talks about her experience running marathons for charity, including Afghan Aid. Running as a moving meditation and way to recharge for introverts like Rita.   Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 financial infidelity and how it can impact partnerships and marriages. He emphasizes the importance of alignment, transparency, and integrity in successful partnerships and marriages, contributing to happiness and wealth creation. How credit cards can lead to financial issues and infidelity within relationships. The challenges of dealing with partners who are not in alignment and struggle with financial infidelity. Sharing the concept of financial infidelity as powerful language to help couples understand the long-term consequences of not working together financially.   Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 to the world and fulfillment to yourself. Without knowing your Blueprint, you spend your life wandering between others' expectations, never fulfilling your own. 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 Connect with Tammi Brannan tammi@blueprintprocess.com www.blueprintprocess.com Cell: 541-501-7020 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 Discussing the idea of each person having a unique blueprint from birth, filled with tools and assets that can be provided to others Importance of giving to others in networking events and creating authentic connections, rather than focusing solely on self-promotion The concept of the Peanut Butter and Jelly Triangle, used for creating content that represents both the person and their business Explaining the components of the triangle: Bread (Story or Analogy) on the left side, Jam or Jelly (Personal Truths) on the right side, and Peanut Butter on the top How Ken flipped the script in his business and made sure it's right for the customer, rather than trying to sell a policy as soon as possible Introducing the concept of "the gift" in the Peanut Butter and Jelly Triangle, which is the emotional charge provided during the message Clarifying that the gift is not the person but the content and value shared during the conversation. Tammi explains that she has not had any training in speaking but instead, has natural gifts that have helped her become proficient in what she does Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 Blueprint, a toolbox full of everything you need to bring value to the world and fulfillment to yourself. Without knowing your Blueprint, you spend your life wandering between others' expectations, never fulfilling your own. 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 Connect with Tammi Brannan tammi@blueprintprocess.com www.blueprintprocess.com Cell: 541-501-7020 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 blueprint process identifies who you are and how you bring value to the world, helping adapt your business Ken shares his experience with the blueprint process, learning not to apologize for who he is Discussing the marketing side of the blueprint process and finding people who value who you are Progress in customizing life and working with people who appreciate you for you Knowing who you resonate with and being open to different ideas and approaches The benefits of working with people that resonate with you and saving resources by focusing on your target audience The importance of sharing who you are as a person in your marketing to attract your ideal audience Marketing acting as a filter to draw the right people to you and save time Resistance in embracing the marketing strategy due to the scarcity mindset The value of building a community of ideal clients and working with people who appreciate you Ken's experience in the insurance industry and focusing on the client's best interests The power of reciprocity and putting the clients' interests first The challenges of scarcity mindset and resisting the marketing approach The positive outcomes of working with people who resonate with you and the impact on loyalty Potential consequences of manipulating clients to make sales Effectively delivering genuine content without the intent to "get" Importance of actively listening to potential clients Manipulative tactics in marketing which exploit current events and buzzwords Being a giver first and not just focusing on getting Giving without expectations leading to abundance and opportunities Attending networking events to serve others instead of focusing on personal gain Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

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 has led HR in Fortune 50 companies as well as small start-ups to mid-sized organizations. Her talents are best served in fast moving environments where she has leeway to creatively solve problems. She believes that good HR always aims to balance risk and reward to get the results needed. She has the ability to take complex issues and distill them down to quick conversation bites and actionable items.  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 Connect with Tessa White https://thejobdoctor.com/ https://www.tiktok.com/@jobdoctortessa https://www.instagram.com/jobdoctortessa/ https://www.linkedin.com/in/tessa-white-ba7406b/ https://twitter.com/jobdoctortessa https://www.youtube.com/@Jobdoctortessa   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 younger generation prefers short-term thinking and having multiple job options, leading to a disconnect between employers and employees. Employers need to offer more customized benefits and discuss the employee's career growth from day one Employees should not be afraid to communicate their concerns and needs, and not to chase the "green zone" – staying in the "red zone" helps with personal growth and improvement Having open communication and managing conflicts can lead to better relationships between employers and employees People should consider negotiating their salary and benefits to maximize their income and growth potential Taking calculated risks and working with smart people can help with personal and financial growth Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

In this episode of the Engineer of Finance podcast, host Ken Greene delves into the essential topic of work-life balance, highlighting the impact it has on both our professional and personal lives. Drawing on his own experiences, Greene shares powerful insights on the importance of prioritizing our well-being and finding equilibrium between our work and personal commitments. Greene kicks off the discussion by differentiating between ignorance and stupidity, using his own experience of continuous work without taking time for breaks or holidays as an example. Continuing the conversation, Ken emphasizes the significance of being present and cherishing the moments spent with family, as well as diligently safeguarding those precious days off from any work-related intrusions. To further drive his message home, Ken invites his son, Maximus, to share his perspective on their recent vacation together.  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 importance of taking time off and scheduling it first is crucial for entrepreneurs, as it helps maintain a work-life balance and prevents burnout. Being present and enjoying the moments with family and friends should always be a priority. Ignorance refers to not knowing better, while stupidity is doing the same thing even when you know better. The host shared a personal story that emphasizes the importance of protecting one's free days and being present with loved ones during vacations. Having a balance between work and leisure is essential for personal growth, happiness, and success. Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

Ken Greene and Steven Hayes talk about The Fair Tax proposal that seeks to replace income tax with a revenue-neutral retail sales tax, which would simplify the tax code, eliminate payroll and income taxes, reduce prices for individuals, increase disposable income, transfer power back to the people, and stimulate productivity for the country. Skeptics may be hesitant due to the proposed 30% sales tax, but upon closer examination, the Fair Tax would provide benefits such as simpler taxation for all and a prepayment cushion for lower-income families. The proposal faces opposition from lobbyists and politicians who seek to maintain control and influence over taxation. However, momentum for the Fair Tax proposal can be created through discussion, media coverage, and raising awareness of the benefits of the proposal.  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 Connect with Steven Hayes https://fairtax.org/ https://fairtax.org/about/Leadership   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 Fair Tax is a consumption tax that would replace income tax, personal and corporate It would be a 23% inclusive basis tax that is charged only on new retail goods and services Every month, a family would receive a prepayment in their bank account to pay for the Fair Tax. This prepayment is calculated based on the poverty level for each family size The Fair Tax would create more privacy and freedom for individuals as it's a voluntary tax system This would also simplify the tax system and relieve the burden on CPAs and those who have to deal with the current tax system Eliminating income tax and payroll tax could greatly benefit low-income families The Fair Tax could be a huge incentive for the US to become a production machine and increase economic growth Making the Fair Tax tax-inclusive could make it easier to pass, but it would not provide transparency for the cost of government The importance of calling representatives and expressing support for the Fair Tax to create momentum and discussion The webpage www.fairtax.org provides information about the Fair Tax and how to join the organization Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

The recent bank runs. How does fractional banking work? Is it really profitable until it all stops? 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://nypost.com/2023/03/13/first-republic-bank-falls-over-60-after-svb-signature-collapse/ https://www.federalreservehistory.org/essays/glass-steagall-act#:~:text=The%20Glass%2DSteagall%20Act%20effectively,D.%20Roosevelt%20in%20June%201933 https://www.fdic.gov/resources/resolutions/bank-failures/failed-bank-list/  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 do banks work? Ken's thoughts on the fractional banking system Banks and credit unions lending out money at a higher interest rate How media often simplifies complicated financial concepts The government's role in preventing a total economic collapse The dangerous practice of fractional banking and its potential to cause a house of cards effect Risks of a strong crash in the housing and stock markets The importance of liquidity and diversification for individuals Being prepared for potential economic downturns Investments in gold, silver, and cryptocurrencies as hedges against inflation and the risks and concerns associated with them Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

Thank goodness for everyone around me that holds me accountable. Who holds you accountable? 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 importance of having a support system How mentorship and masterminds help Ken reach his goals Achieving success with the right team and mentors Getting it done today and quitting tomorrow Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

Fun homework with my 6-year old son that taught simple lessons about earned income and how we can handle money. 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.theepochtimes.com/fed-will-only-issue-cbdc-with-support-from-white-house-congress-treasury-official_5092667.html https://www.teacherspayteachers.com/Product/Little-1st-Grade-SOCIAL-STUDIES-Thinkers-UNIT-4-Community-Economics-3631853?gclid=CjwKCAiAr4GgBhBFEiwAgwORrUY29gicVvcbhlXPTG-ddjipXmJDRnM_qmQsgC8RpAajY9DsCV4zKBoCMmQQAvD_BwE  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 What community economics means The impact of inflation Potential of having the Central Bank Digital Currency (CBDC) Central Bank Digital Currency and its impact on the US economy The power of CBDC and the possibility of a people-driven currency Simple lessons about earned income and how we can handle money from the eye of a six-year-old Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

The inflation is insane. It needs to stop. It will stop. I just hope it's on our terms. In this episode, I discussed how to combat inflation due to the pandemic by cutting out fast food and investing in passive income streams. I also shared my opinions on the surge in demand for travel trailers, boats, and toys. Looking forward to having more guests on the podcast in the upcoming quarter! 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 Reducing opportunity costs and spending less to combat inflation The benefits of trusts Financial planning and tax optimization Impact of inflation on spending habits Exploring strategies to combat inflation and maximize savings Combating Inflation and Fiscal Responsibility Strategies to adapt to inflation and accumulate passive income streams Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

If you're going to retire today, are you ready? After years of hard work, you are entitled to a happy and fulfilling retirement. Travel around the world, spend more time with the family, and get a new hobby — the possibilities are endless. However, retirement can be scary too, especially if you're not ready. In this episode, Ken Greene highlights the importance of retirement planning and saving for the future. He talks about the focus on how a decade later, or even 40 years later, those who put money into retirement plans, fixed mortgages, and other savings plans ahead of time will have a whole bunch of money sitting in those accounts. Ken also shares about the value of forced and semi-forced savings plans like Home MTG, 401k, IRAs, and pensions. He emphasizes the importance of planning for the future and setting aside money now in order to reap the benefits later in life. 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 Reflections from the business trip in Santa Monica, California Exploring forced savings plans for retirement planning Difference between wealth accumulation and distribution Benefits of having a forced savings plan The power of 401ks and IRAs Review, Subscribe, and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

Thank you to the guests! Thank you to Yuri Maltsev - I will miss you.  California might want to consider playing the opposite game. 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 Yuri Maltsev – Online Memorial: https://www.forevermissed.com/yuri-maltsev/about Epoch Times: https://www.theepochtimes.com/new-wealth-tax-could-be-californias-nuttiest-idea-yet_5021872.html Socialism with Yuri Maltsev: https://www.greenefi.com/socialism-with-yuri-maltsev-episode-113/ Seinfeld, "George Does the Opposite": https://www.youtube.com/watch?v=CizwH_T7pjg  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 Understanding the consumption tax and net neutrality Remembering Professor Yuri Maltsev: Our conversation on Investing, money, and life experiences What is the California AB 259? How the opposite game works The possibility of having to pay additional tax voluntarily Impact of California's proposed net worth tax on residents Review, Subscribe, and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

Fun conversation with Christine Teh about working in the corporate world and her dream to start her own business. We talked about what is involved in becoming an entrepreneur and what she does as a financial coach.   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 Connect with Christine Teh https://www.tehfinancialcoaching.com/ https://www.linkedin.com/in/tehfinancialcoaching/  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 Who is Christine Teh? Transitioning from Corporate Life to Entrepreneurship How she started her personal coaching business Benefits of taking a part-time approach to entrepreneurship Moving to Las Vegas and working in the tech industry Entrepreneurship vs. Working for a company Exploring Financial Coaching Emotional attitudes toward money Balancing financial anxiety and physical health goals Benefits of budgeting for long-term health and financial goals Financial planning strategies for families Establishing a positive cash flow and credit card usage Financial planning strategies for managing credit card spending Using the Spreadsheet Systems Review, Subscribe, and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS