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

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

by | Jul 11, 2019 | Podcast

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

by | Jul 4, 2019 | Podcast

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


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.

Podcast: Play in new window | Download