Ken and Tammi discuss the importance of having a financial mentor, dive into some financial strategies, whole life insurance, term insurance, and Ken’s focus strategy: The Bankosaurus®. Stay tuned and learn more about finances!

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

  • Ken shares a client’s story – 2:31
  • His goal: educate with different ideas and concepts – 3:01
  • Life insurance products – 4:15
  • Credit protection mechanisms – 4:50
  • Term life insurance as a very powerful product – 6:03
  • Credit cards: a bad product? – 6:14
  • Ask your financial advisor first – 8:42
  • Understanding the financial strategies that the advisor gives – 10:47
  • Credit cards and whole life insurance – 11:44
  • Do you have enough money for retirement? – 14:55
  • Powerful strategies: Term Insurance and Bankosaurus® – 15:22
  • A financial entertainer – 15:40
  • Sit and listen to people – 17:30

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