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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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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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.