Looking to Buy a House? 11 Tips on How to Save for a Downpayment
Owning a home is a milestone in a person's life. However, it has not always been easy to accomplish. By learning some of the basics of homeownership and how to save for a downpayment, you will be able to make wiser decisions about owning a home. That’s why we asked...
OPPORTUNITY FUND
I just got back from Dallas, Texas at a 3-day financial training event with several of the top financial advisors in this country. I’m so grateful to be able to learn (and contribute) about the best financial tools and strategies to create the maximum financial...
What Makes More Sense For An Investment?
What makes more sense for an investment? Options A, B, or C? Option A Tie up your money for two years and make 1.526% in interest. or Option B Tie up your money for ten years and make 1.476% in interest. More investors are buying 10-yr US Treasury Notes than 2-yr US...
Why You Should Be Careful With Financial Entertainers
I’ve always enjoyed listening to different financial entertainers on a variety of radio and TV shows. They bring us some great ideas (and bad ones) that cause me to think more about certain financial scenarios for my family and clients. I like hearing different...
Is A Tax Storm Coming?
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...
Part 2 – Ready For Big Wins in 2019? Start With Small Financial Habits
Building Better Habits Here’s a really fun topic about building better habits. Doesn’t sound like fun, but trust me you grind through it for three weeks and it becomes easy, and the results will be profound. So here’s a quick blog that’s not meant to be about me (it’s...
Stop With The Scarcity Mindset! How To View Budget With Abundance
How To Change Your Budget Mindset From Scarcity Mode to Abundance Mode I have realized that for an analytical thinker, I have been writing a lot about conceptual topics. Very interesting. And here comes another blog where I talk about more conceptual ideas; but...
Get A Fresh Perspective On Finance From The Engineer of Finance
The Problem With Financial Advisors (Or Why I Love My Job So Much) December of last year, I shared the pilot episode of The Engineer of Finance podcast. I was eager (and a little nervous) to see how listeners and clients would respond to an engineer...
The Raft Phenomenon: Take the Plunge for Financial Freedom
I decided to write a blog revisiting a concept I discussed on one of my podcasts, Episode 11: Why We Don’t Make Financial Decisions called “the raft phenomenon.” For years I have joked about the raft phenomenon when I’d invite friends, family, and clients out on our...
Get Out Of Your Way: Removing Psychological Resistance
Psychological Resistance: What's Keeping You From Prosperity I love what I do. I love educating people about a different way to play the financial game. The challenge is that what I teach is unbelievably simple, which has clients thinking this method is too...
The Key Difference Between a Mentor and a Business or Life Coach
Mentor vs Life Coach: Why It Matters When my family and I first moved out from New Jersey to Lake Tahoe, I couldn’t wait to learn how to become a good skier. The best way for me to learn was to ski right behind all my friends and do what they did. Afterward I would...
Are You Doing This Important Step For Financial Success?
Creating a Financial Mastermind I recently watched the movie, “The Greatest Showman” with my family, and I loved it. I know it was inspired by a true story and I don’t know how accurate the movie reflects the reality at that time, but certain themes in the movie got...
How to Prepare for a Meeting With Financial Advisor Ken Greene
How To Prepare For A Meeting With Financial Advisor (i.e. Engineer of Finance) Ken Greene I’m consistently asked by prospective clients, “how can we meet and what should I bring with me?” Great questions, and the answer is it depends on what type of meeting...
Don’t Gamble Your Child’s Future Funds: A New Way To Pay For College
The Cons of 529 Plans: rules, rules, and more rules! All my clients that are parents or grandparents want the best education for their kids and grandkids. They understand the number one investment they can make for their child's financial future is...
Outliving Your Money Is Not An Option: How To Reclaim Your Retirement Funds
When people come to see me for financial advice, they fall into one of two categories: the accumulation phase or the distribution phase. Those in the accumulation phase are dealing with questions and issues around growing their wealth, whereas people in the...
Why Going Slow is the Fastest Way to Grow Your Wealth
When I was getting my electrical engineering degree in my early 20’s at the University of Nevada, I landed an internship at Mallory Ignition over in Carson City, NV. I actually told them I’d work for free and they still paid me. I had the opportunity to design...
Ken Greene 8.1- If I don’t practice it, I don’t preach it.
What the BankosaurusTM has done for me Was able to fund a surgery, start my business, pay down my house and more Pay yourself the interest rate you’d be paying elsewhere when you borrow
Ken Greene 7.1- Life insurance can show huge value before you die
Rethink life insurance Make dividend-paying whole life part of your strategy. Period. Don’t wait until you’re 59.5 years old to access your money
Ken Greene 6.1– Bankosaurus® is your piggy bank on steroids.
“Rather pay 20% income tax or 0%? No brainer” “This is the ultimate tax-free income strategy” “Don’t give up access to your money”
Ken Greene 5.1 – What’s love (saving) have to do with it?
“I don’t care if you’re just stuffing money in your mattress, just don’t lose it” “There’s value to being able to access your money now” “Follow a few simple rules and opportunities will seek you out”
Ken Greene 4.1 – Financial industry: what’s truth and what’s fiction?
“Put these pieces in place and have a way wealthier future” “Do this one thing to distinguish yourself apart from majority of Americans” “Everything I do has been done for thousands of years”
Ken Greene 3.1– If a financial adviser tells you “it’s not about the money,” RUN
“Rule #1: Never lose your money – Warren Buffet” “Your typical financial advisor will tell you it’s not about the money” “You’re preconditioned for failure by your financial advisor”
Ken Greene 2.1- Looking to win on Wall Street? Don’t invest on Wall Street
“Words from a market maker: It’s so hard for investors to win.” “All the fees, all the commissions … Wall Street isn’t worth it.” “Who knows what next year is going to bring.”
Ken Greene 1.1 – Wall Street exists to make your money, not make you money.
· “Buy-and-hold strategy is junk” “People in the financial industry are very good at selling products” “The government and the financial industry = a marriage in hell”
Investing: Your Favorite 4-letter Word
Investing | in-vest-ing (v), from the root word invest, which means: to keep oneself up at night with worry the topic of fancy, black-tie dinner parties where we impress each other with words no ones understands like disintermediation the vehicle that allows Wall...
Part II: Everyone, Meet “The Bankosaurus®”
The Bankosaurus® is our approach to smart financing for individuals and families--an approach that allows them to make wise decisions with their finances and be in a good place now and in the future. This is a game-changer. OK, but what IS the Bankosaurus®? “Banking...
How to Invest Without Stock Market, Real Estate, or Geopolitical Risk
We all love to watch those YouTube videos where crazy people do remarkably stupid things and it’s all caught on video for the world to see. From miscalculated BMX stunts to those awful backyard trampoline accidents, they’re painful to see, but somehow we can’t help...
Stuck In Stocks? What Can I Do With My IRA/401(k)?
Years ago, you probably learned that one of the best deals out there is the IRA/401(k). If you have a job where the employer will match a percentage of what you invest, it seems downright crazy to bypass this amazing form of retirement savings. Put away enough each...
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