In this podcast, Ken brings back some bullet points from his latest podcast to deepen those topics a little more. Also, Ken talks about housekeeping and a recent trip he took to Toronto. Ken Greene transitioned from being a Professional Engineer (P.E.) to the...
The Cons of 529 Plans: rules, rules, and more rules! All my clients that are parents or grandparents want the best education for their kids and grandkids. They understand the number one investment they can make for their child’s financial future is a...
When people come to see me for financial advice, they fall into one of two categories: the accumulation phase or the distribution phase. Those in the accumulation phase are dealing with questions and issues around growing their wealth, whereas people in the...
With a new format on this episode Ken talks with a long time friend, client and podcast listener about his success story of applying financial advice he’s learned to create wealth. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of...
You’re going to be shocked when you hear why most financial advisors only give clients typical Wall Street options for their investments. You’ll also learn how to create your own custom plan which is much better than relying on Wall Street. Ken Greene transitioned...
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