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...
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...
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...
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 a...
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...
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®?...
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