Do Things At A High-Level Or Don’t Do Them At All! – Episode 64

Do Things At A High-Level Or Don’t Do Them At All! – Episode 64

Ken shares his thoughts on how you should always aim to do an excellent job at whatever activity you are tackling. Even though you don’t want to fall into perfectionism, you do want to avoid mediocrity! Today, Tammi and our host discuss those simple little changes you can make in your life to always perform at a high level and how Ken’s journey trying to get back in shape serves as an example to understand this concept.

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

Links and Resources from this Episode


Show Notes

  • Today’s topic: Do Things At A High-Level Or Don’t Do Them At All! – 1:28
  • A story of a washing machine purchase and mediocre service – 8:56
  • What can I do to make immediate steps immediate  – 20:04
  • It doesn’t have to be complicated – 23:05
  • Knowing all the details to create the perfect financial strategy – 24:00
  • Clients have to do homework – 24:30
  • How the birth of Ken’s son made him focus on being high-level – 25:00
  • Wanting to get back in shape – 26:15
  • Get the pain out of the way: another way to be high-level – 30:20
  • Make things as simple as possible for clients – 32-01
  • Perfect a “move” to become high-level – 33:00
  • How those little simple changes give you momentum – 34:00
  • How his fitness journey relates to today’s topic – 37:07
  • Ken recommends a great Ted Talk by Mel Robbins – 37:55


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Preparing A Trust And Protecting Your Family – Episode 63

Preparing A Trust And Protecting Your Family – Episode 63

If you want to pass wealth to the next generation a will and trust are essential pieces to the puzzle. Ken and Tammi share ideas for you and your family and how to maximize your current financial situation. You’ll hear specific strategies to avoid the common mistakes others make when it comes to trusts and wills.

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

Links and Resources from this Episode


Show Notes

  • Podcasts with Greg Gentry – 2:03
  • Focusing on death is not fun – 3:33
  • Investments, risks, and returns – 4:44
  • Wills and Trusts – 5:38
  • Why every family should have a trust – 6:19
  • Struggling with the idea of aging – 7:40
  • Creating strategies for you and your family – 10:23
  • How to use money and how not to use it – 11:08
  • Money as an amplifier – 12:00
  • The joy of being an engineer – 13:41
  • Valid reasons to have a trust – 16:33
  • The worst thing a parent can do to a child – 22.53
  • Gratefulness towards Nelson Nash – 24:20
  • How Nelson Nash’s concepts educated Ken – 25:39
  • How inflation is painful – 27:30
  • A substantial death benefit in the whole life insurance policy – 31:02
  • Get in touch with Ken Greene – 36:00


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Creating A Trust Or A Will (Part 2) with Greg Gentry – Episode 62

Creating A Trust Or A Will (Part 2) with Greg Gentry – Episode 62

This is the second episode of a two-part series on which our guest Greg Gentry dives into the differences between a Will and a Trust. Join us to get some advanced strategies and learn what the benefits are of creating a Trust.

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

Links and Resources from this Episode

Show Notes

  • Advanced planning strategies with Trusts – 2:11
  • What is a CRT? – 4:08
  • Understanding an irrevocable trust – 5:16
  • Flexibility in changing the beneficiaries – 5:46
  • How your money goes to charity – 6:33
  • Taxation benefits from using the Charitable Remainder Trust – 7:03
  • When does a Trust pay taxes on a sale? – 8:43
  • The income tax strategy using the CRT – 9:21
  • The cash value inside of the irrevocable life insurance trust – 11:04
  • What is a spousal lifetime access trust (SLAT)? – 11:36
  • Using CRT as a real estate investor – 12:55
  • Tax liability – 14:11
  • Inheriting private property – 15:57
  • Dealing with CRT and an advanced trust – 17:08
  • Why you shouldn’t put the property into a CRT – 20:17
  • Focussing on estate planning and trust-based planning – 21:17
  • The SLAT as a powerful concept – 23:00
  • Two types of CRT’s – 26:01
  • Giving money to charity and not worrying about taxes – 31:46
  • Understanding a little bit more about a Living Trust – 35:10
  • Using the wealth knowledge – 39:18
  • What is a domestic asset protection trust? – 41:02
  • Who can be your trustee? – 42:48
  • What is a land trust? – 47:29
  • The importance of a trust – 49:15
  • Get in touch with Greg and Greg’s company – 50:46

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Creating a Trust or a Will (Part 1) With Greg Gentry – Episode 61

Creating a Trust or a Will (Part 1) With Greg Gentry – Episode 61

This episode is all about the differences between a will and a trust and why everyone should have trust-based planning.

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


Links and Resources from this Episode

Show Notes
  • Ken has known Greg for about three years – 1:59
  • How Ken met Greg – 2:33
  • An attorney you can trust – 3:04
  • Why Greg loves the T-Rex and Ken’s Bankosaurus® – 4:48
  • What is estate planning? – 5:59
  • The company’s mission – 6:27
  • Greg’s background – 6:56
  • Working across the country – 7:54
  • Making sure to have a long term relationship with a client – 8:30
  • Differences between a will and a trust – 9:46
  • Why every family should have a trust – 10:00
  • What is a will – 10:41
  • Reasons to do trust-based planning – 12:37
  • Why you need a trust for disabilities – 16:30
  • When am I unable to manage my finances? – 17:09
  • Planning for disability – 17:59
  • Creating a living trust because you love your family – 25:00
  • What will happen if you do not get this done – 35:02
  • Wasting money on a trust attorney? – 41:10
  • The best time to do a trust – 43:42
  • Get in touch with Greg – 49:47

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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.