Insights From A Mortgage Consultant with Kyle V. Robertson – Episode 60

Insights From A Mortgage Consultant with Kyle V. Robertson – Episode 60

Ken and Tammi are joined by Kyle V. Robertson. He’s an avid listener of the podcast and is here today to share some stories on how he met Ken and how they work together. Also, he tells us how New American Funding makes a difference in the mortgage industry by funding loans themselves.

Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street.


Links and Resources from this Episode


Show Notes

  • Kyle introduces himself – 2:25
  • Ken recalls a previous episode about his loan officer – 4:00
  • Stories from their first encounters – 6:15
  • How listening to the podcast has helped Kyle work with Ken – 11:15
  • Kyle’s areas of expertise – 11:36
  • How a Cash-Out Refinance is advantageous for clients – 12:30
  • Why loans can be very powerful – 14:00
  • What Kyle sees in the interest rate environment – 14:40
  • They talk about the Bankosaurus® and “Joey the T-Rex” merchandise – 17:00
  • Having merchandise as an offer for prospects – 19:00
  • What is the best way to present an application to a mortgage consultant? – 21:50
  • The excitement behind the mortgage business – 29:00
  • Tammi’s takeaways – 32:00


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Hitting The ‘OFF’ Button  – Episode 59

Hitting The ‘OFF’ Button – Episode 59



Going on a vacation and turning OFF your mind while still doing what you love, will be the topic of this new episode. Ken shares the importance of hitting the reset button and taking some time off to come up with new ideas for your company.

Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street.

Links and Resources from this Episode


Show Notes

  • Gratitude towards Scott Meneath  – 1:19
  • Discussing the previous podcast  – 1:51
  • Letting go of what you love doing – 4:07
  • Working with clients wherever you are – 4:34
  • Busy time for accountants and tax attorneys – 5:10
  • Going on a vacation – 5:37
  • Taking care of yourself as an entrepreneur – 6:11
  • Constantly looking for ways to improve -6:50
  • Turning the ‘ON’ switch  – 6:55
  • Loving what you do in the financial space – 8:33
  • Your glass needs to be empty – 9:43
  • Consequences of taking consistent breaks – 10:21
  • Discussing free days – 13:21
  • Taking a buffer day – 15:19
  • Rest day- Buffer day- Focus day – 16:06
  • Focus days are working with ideal clients – 17:54
  • How you can hit the ‘OFF’ button – 21:07
  • Automate your calendar – 26:01
  • Ken tells us how The Bankosaurus® is a key part of the financial process – 29:58


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Announcing The Incredible Partnership of Greene Financial and Menath Insurance – Episode 58

Announcing The Incredible Partnership of Greene Financial and Menath Insurance – Episode 58

Ken is joined by Scott Menath of Menath Insurance who is Ken’s property and casualty guru. Today they get together to talk about how they met and discuss Scott’s area of expertise. Also, what they expect of this new joint venture.

Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street.


Links and Resources from this Episode


Show Notes

  • Ken talks about how Tammi advised him to switch areas of expertise.
  • Ken is announcing the partnership between Menath Insurance and Greene Financial.
  • How Ken found Scott.
  • The structure of Scott’s business.
  • Scott shares how he got into the auto and home insurance business and why he loves it.
  • Why having the correct endorsements in place for his clients was so important.
  • How the industry changes on a daily basis.
  • Menath Insurance handles the entire 50 states in the U.S.
  • A list of the services Menath Insurance offers.
  • Why Scott decided to partner with Ken’s company.
  • How to connect with Menath Insurance.


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Creating A Financial Strategy That Generates Incredible Rates Of Return – Episode 57

Creating A Financial Strategy That Generates Incredible Rates Of Return – Episode 57

The Engineer of Finance gives us some of his intellectual wisdom, this time without his co-host Tammi Brannan. Today’s topic will be the rates of return and technology.

Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street.

Links and Resources from this Episode

 

Show Notes

  • Ken talks about a trip that his wife planned – 1:35
  • Doing the podcast in a cabin in the mountains – 2:12
  • The Bankosaurus® is too simple – 3:40
  • Rates of return – 3:53
  • Online institutions where you can have higher rates of return – 5:09
  • Internal and External rates of return – 6:15
  • How the financial industry explains the rates of return – 6:38
  • Retirement should be based on money – 8:40
  • Ken tells us how he hates to pay his home insurance – 10:17
  • Accessing money from the cash value – 11:51
  • When you have liquidity, opportunities will seek you out – 13:18
  • Saving 20% of your income, save first – 14:55
  • A double-digit rate of return – 16:10
  • Rates of return can be very valuable – 16:46
  • Do not only focus on the rates of return -19:39


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