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.

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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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