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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