Engineer of Finance

Ken Greene invites guest Peter Lazaroff, a Chartered Financial Analyst and Chief Investment Officer at Plancorp. They discuss Lazaroff's passion for investing, which started when he was given a share of Nike stock as a kid, and how he obtained his CFA and CFP certifications. Peter explains the evolving role of the modern Chief Investment Officer, highlighting the importance of addressing the emoti...

Ken Greene features Patrick Sells, co-founder of True Digital Group. They discuss debt leveraging, Patrick's background and roles in banking and fintech, and the importance of innovating within legal and regulatory constraints. The conversation shifts to the differences between community and digital banking, championing the adoption of digital transformations in banking. They also delve into the h...

Ken Greene celebrates Independence Day while also highlighting the concept of financial independence. Ken values the freedom and rights his country provides, emphasizing the importance of leadership safeguarding these freedoms.  Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http:/...

Ken Greene shared a short reflection on the importance of understanding our purpose and goals in life. He discusses how having a clear purpose can make work more meaningful and help avoid the temptation to quit. Ken shares his own experiences, highlighting the importance of understanding what our goals are all about in order to make the grind more manageable. Links and Resources from this Episode...

Ken Greene discusses the importance of balancing savings and investments while also saying no to the things that don't align with our financial goals. Greene mentions how saying yes to everyone might end up preventing us from serving our ideal clients or achieving our financial objectives. He relates this concept to investment strategies and talks about the importance of finding balance in spendin...

Ken Greene interviews Chris Aliotta, CEO and co-founder of Quantalytix, a company aiming to modernize technology and systems for banks and lending institutions. Chris discusses his 15-year experience in the banking industry, the founding of Quantalytix, and the initial challenges faced due to banks being late adopters. By understanding the needs of the market, Quantalytix now successfully serves i...

Ken Greene interviews Dr. Phil Armstrong who explores the Modern Monetary Theory (MMT) and its implications for government spending, inflation, and the supply of goods. He emphasizes that external factors like global commodity prices, supply chain issues, and world events are more significant causes of inflation than simply creating money. Dr. Phil supports his argument with historical examples, l...

Ken Greene interviews Max Emma, the founder of BooXkeeping, who shares his journey starting a successful bookkeeping company catering to entrepreneurs and small businesses. He emphasizes the importance of accurate bookkeeping in understanding a business's financial health and offers monthly financial statements, educational webinars, and software recommendations to clients. Max also highlights the...

Ken Greene discusses the importance of constantly improving and focusing on Stephen Covey's 7th Habits Sharpen the saw. Charge those batteries so you can keep improving. Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.link...

Ken Greene interviews Lynn Raynault, CEO of Questis, and John Tabb, Co-founder and Chief Product Officer. Questis helps employees improve their financial health through behavior-based goals and plans, utilizing a platform that combines technology and human guidance. The company works with employers to create incentives such as discounted health insurance premiums and offers a private social networ...

Ken Greene interviews Marguerita Cheng (Rita), CEO of Blue Ocean Global Wealth and charity marathon runner. Rita shares her multicultural background and passion for ethical financial planning. Her company focuses on education and providing competent, ethical advice to clients, regardless of their net worth. Rita regularly contributes to Kiplinger and US News and World Report and has been a spokesp...

Ken Greene discusses the concept of 'financial infidelity.' He first heard the term about six to seven months ago and finds it a powerful way to describe when someone is financially unfaithful to their partner, whether in a marriage or a business partnership.  Greene talks about the importance of couples and partnerships being aligned, open, and transparent, working completely with integrity. He p...

In this podcast episode, Ken interviews Tammi Brannan, who shares the importance of a personal blueprint, networking, and authentic communication. They discuss the "Peanut Butter and Jelly Triangle" concept for content creation that represents the business, provider, and intended audience's value. Using real-life stories, they highlight relationship building and emotional value, emphasizing on sta...

In this podcast episode, Ken and Tammi Brannan, emphasize the value of genuinely helping others and providing value rather than focusing on self-promotion. By listening and serving others, individuals can create better connections and meaningful relationships. Ken shares his dislike for networking events, but Tammi suggests shifting one's mindset to approach these events as opportunities to serve...

Join Ken Greene in an insightful episode of the Engineer of Finance Podcast as he engages in an in-depth conversation with the esteemed Tessa White, known as The Job Doctor, who brings her expertise on financial planning, liquidity in American households, and her transformative book "The Unspoken Truth for Career Success." This riveting discussion sheds light on the widening disconnect between the...

In this episode of the Engineer of Finance podcast, host Ken Greene delves into the essential topic of work-life balance, highlighting the impact it has on both our professional and personal lives. Drawing on his own experiences, Greene shares powerful insights on the importance of prioritizing our well-being and finding equilibrium between our work and personal commitments. Greene kicks off the d...

Ken Greene and Steven Hayes talk about The Fair Tax proposal that seeks to replace income tax with a revenue-neutral retail sales tax, which would simplify the tax code, eliminate payroll and income taxes, reduce prices for individuals, increase disposable income, transfer power back to the people, and stimulate productivity for the country. Skeptics may be hesitant due to the proposed 30% sales t...

The recent bank runs. How does fractional banking work? Is it really profitable until it all stops? Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance htt...

Thank goodness for everyone around me that holds me accountable. Who holds you accountable? Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance     Book a...

Fun homework with my 6-year old son that taught simple lessons about earned income and how we can handle money. Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to  http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/Gree...

The inflation is insane. It needs to stop. It will stop. I just hope it's on our terms. In this episode, I discussed how to combat inflation due to the pandemic by cutting out fast food and investing in passive income streams. I also shared my opinions on the surge in demand for travel trailers, boats, and toys. Looking forward to having more guests on the podcast in the upcoming quarter! Links an...

If you're going to retire today, are you ready? After years of hard work, you are entitled to a happy and fulfilling retirement. Travel around the world, spend more time with the family, and get a new hobby — the possibilities are endless. However, retirement can be scary too, especially if you're not ready. In this episode, Ken Greene highlights the importance of retirement planning and saving fo...

Thank you to the guests! Thank you to Yuri Maltsev - I will miss you.  California might want to consider playing the opposite game. Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://busines...

Fun conversation with Christine Teh about working in the corporate world and her dream to start her own business. We talked about what is involved in becoming an entrepreneur and what she does as a financial coach.   Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroff...

In this episode of The Engineer of Finance, Ken Greene and Mariusz Skonieczny discuss the rewards and risks, and the joy and the pain of investing in micro-cap stocks. Mariusz Skonieczny is a self-made investor who has written 11 books on investing. He believes in the power of prediction and encourages investors to look for opportunities when everyone else is panicking, to distance themselves from...