Will & Trust Packages with Court Pitcher – Episode 77

Will & Trust Packages with Court Pitcher – Episode 77

Ken Greene talks to Court Pitcher, co-owner of Wealth Innovation Group. Today, they discuss will & trust packages and services that his company offers. They explain that if you do not have a trust then the state gets involved and it can become very difficult for the children and other family members to deal with that situation. Wealth Innovation Group is educating others about trusts and how important it is to have a trust, to better protect the ones you love. Stay tuned and enjoy this podcast! 

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

Links and Resources from this Episode
Show Notes
  • Always wanting to learn more to educate clients – 3:57
  • How Ken met Court Pitcher – 5:02
  • Know about protection to help financial advisors – 6:06
  • The protection focus includes Trust – 6:40
  • Court’s background – 8:15
  • Starting to build his own practice – 9:18
  • Court explains how he started doing estate planning – 10:13
  • Getting a Will & Trust Package – 11:40
  • Attorneys can be very expensive – 13:32
  • Many people do not realize that they need a Trust – 17:52
  • Consider getting a Trust – 18:22
  • The importance of having a trust – 19:23
  • Bringing peace to a family – 21:30
  • Helping with estate planning – 23:50
  • Court explains the important services that his company offers- 28:00
  • Learning more about taxes and tax planning – 29:47

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Is A Tax Storm Coming?

Is A Tax Storm Coming?

tax storm ken greene

In October of last year, I read an article about the historic tax revenue collected by the US government for 2018. This was accomplished with our income taxes near a historic low.

Great news!

Unfortunately, another article I just read discusses how our government is also at a historic budget deficit. It is spending way more money than it is collecting. In my opinion, our government’s number one role should be to create a balanced budget first, then move on to the next important project of numerous projects to tackle.

Our government debt keeps increasing (debt ceiling raised again). The US government deficit has drastically increased. We are at a historic tax low. The new tax laws that decreased income taxes for a lot of families and companies will sunset (expire) after 2025. What do you think must happen to your income taxes, less than seven years from now? Are they going to go up or go down?

If your answer is “down,” no point of reading the rest of this snippet; if you think “up,” please keep reading.

Income taxes are on sale right now!

What makes more sense to you? Do nothing. You will get to it later (which can turn in to next year or years later)?
Or create a financial strategy today, to protect your wealth and income from higher taxes tomorrow (potentially way higher taxes)?

One of my mentors last week in a conference call with a handful of the top financial advisors in this country asked us a very powerful question that I like to share with you:
“So much wealth is lost to procrastination. What excuse is good enough for you, to not take the next best step for you, and your family?”

There is a relatively small window of opportunity to take action now. If you’d like my help, please don’t hesitate to give me a call. I love what I do every day: helping clients create financial strategies that will enable them to do more today while simultaneously creating numerous opportunities for a way wealthier tomorrow.

Understanding How Money Works is the Key to Success – Episode 76

Understanding How Money Works is the Key to Success – Episode 76

Understanding and changing how money moves, seeking your ideal client, and finding a mentor, are just a few keys for success that Ken discusses on this episode. So stay tuned and learn from his intellectual wisdom!

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

Links and Resources from this Episode

Show Notes

  • His previous podcast with Bobby – 2:54
  • Rules and Law – 4:17
  • Talking about the ideal client – 5:11
  • Changing how money moves – 7:14
  • What is the Bankosaurus®? – 7:43
  • Explaining weaknesses and strengths using the tennis analogy – 8:17
  • Nelson Nash’s Book: Becoming Your Own Banker – 10:30
  • The Parkinson Syndrome – 11:52
  • The importance of identifying how we think – 12:55
  • It is amazing how our brains operate – 14:17
  • Create a system to always save first – 15:30
  • As humans, we tend to take resistance to certain things – 17:49
  • Why something is hard if it’s good for you? – 18:46
  • The importance of changing how money is moving – 20:42
  • The test is easy when you know the answers – 25:00
  • The next podcast will be about Trust – 30:49

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A Test is Easy Once You Know The Answers: Bobby’s Success Story  – Episode 75

A Test is Easy Once You Know The Answers: Bobby’s Success Story – Episode 75

In today’s episode, Ken Greene talks with a client about his amazing success story and experience working together over the last six years. Stay tuned and enjoy Bobby’s success story!

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

Links and Resources from this Episode

Show Notes

  • Special guest in this show – 0:58
  • A success story: Bobby – 1:21
  • Acquaintances for about six years – 1:38
  • What is Bankosaurus®? – 3:17
  • Working with Ken – 4:32
  • Who is an ideal client – 5:43
  • Bobby’s company and what he does – 6:30
  • Bobby’s background – 7:23
  • Bobby always does his homework – 8:14
  • The importance of having a savings strategy – 10:40
  • Paying yourself back with interest – 12:57
  • Get into the Bankosaurus® and restructure your money – 14:18
  • Use credit cards for convenience – 14:49
  • You do not control the environment – 21:52
  • You control the money, you are the bank – 25:11
  • Taking control of your financial environment – 28:09
  • How growth works – 29:09
  • Be honest with yourself – 31:57

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Financial Planning vs. Financial Strategy – Episode 74

Financial Planning vs. Financial Strategy – Episode 74

Ken talks with Tammi Brannan about the difference between having a financial plan and having a financial strategy, and what to look for when working with a financial planner, so stay tuned and learn from his tips!

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


Links and Resources from this Episode


Show Notes

  • Love to help clients – 2:53
  • Financial plans vs. Financial strategies – 5:33
  • Financial plans – 6:30
  • Understanding the “need analysis” – 7:01
  • The financial industry and it’s market strategy – 7:57
  • Creating a strategy with uncertainty – 10:32
  • Priorities and dreams – 10:59
  • Struggling with the financial plan concept – 11:44
  • The importance of doing your homework – 16:45
  • The test is easy once you know the answers – 19:17
  • Helping others identify what they want to accomplish – 20:20
  • The importance of learning how to create wealth in a better way – 21:11
  • Live your life today but always think about what you want to accomplish tomorrow – 24:20
  • Helpful products on the market – 27:07
  • Getting educated and knowing what to do makes you empowered – 27:32


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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.