show episodes
 
It all begins with savings and cash flow! Most people play the dangerous game of chasing after outrageous returns risking all their money in aggressive joint ventures, real estate, and the stock market. Stop what you’re doing and LISTEN so we can show you how you really can enjoy today AND can have a way wealthier tomorrow.
 
Wealth Talks podcast is an educational podcast that helps you build Wealth in all areas of your life. Increase your Financial IQ, develop personal growth, and create a lasting legacy all while getting exposed to the strategies that successful people are using. You’ll get actionable strategies and intelligence that you can immediately put to use to start creating real and lasting generational wealth. See more on our website: https://www.life-benefits.com/podcasts
 
C
Crump Insights

1
Crump Insights

Crump Life Insurance Services

Unsubscribe
Unsubscribe
Monthly
 
Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
 
J
Jake Of All Trades

1
Jake Of All Trades

Jake Rivas: Financial Advisor To Millennials

Unsubscribe
Unsubscribe
Monthly+
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
Are You An Entreprenudist Listener? Help Us Monetize The Podcast By Letting Us Know Who You Are! http://survey.libsyn.com/entreprenudist This podcast is for Entrepreneurs, Business Owners, Innovators, Thought Leaders, Creators; and those who aspire to be so. Why should you listen to me? I am a Chartered Financial Consultant (ChFC) through The American College of Financial Services, a seasoned Insurance professional, and I own and operate multiple revenue generating businesses. I will use my ...
 
5
5th Avenue

1
5th Avenue

5th Avenue Solutions

Unsubscribe
Unsubscribe
Monthly
 
Our Clients.5th Avenue will help you, the advisor, to develop qualified leads and sales to new and existing clients who have concerns about their tax and financial security, be it for family or business. We provide products and services for experienced financial professionals serving HNWIs. Our Services and Products5th Avenue supplies advisers with qualified leads, information, and support to help their clients purchase high-value life insurance policies for family or business security, whil ...
 
From Hip-Hop to R&B...from movies to politics we talk about everything related to the culture. We are bringing you all the hot topics from the ATL to the tropics. If you are new artist and you think you are dope send us your music chordroompodcast@gmail.com or hit us up on instagram chordroompodcast. Also watch THE CHORD ROOM PODCAST on YouTube. https://www.youtube.com/channel/UCrcLuNEhCDGY0mt7DfQ0Tmw Like, Share, and Subscribe Support this podcast: https://anchor.fm/the-chord-room-podcast/s ...
 
Loading …
show series
 
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://engineeroffinanc…
 
On this episode Kirk & Jake discuss some methods for attaining retirement income, so you don’t have to rely just on retirement savings. *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.” Have questions about managin…
 
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 every…
 
IUL has been the shiny yet dangerous toy in the insurance world for some time. Having enjoyed a period of wild popularity, IUL is starting to come under attack. Although many have spoken out against IUL including Forbes and the Center for Economic Justice, insurance companies are still pushing IUL hard. Why? Find out on the latest episode of Wealth…
 
There must be a better way to vote. It appears to be approval voting. In this episode of The Engineer of Finance, Ken Greene and Aaron Hamlin from the Center for Election Science discuss approval voting and how it can be used to accurately reflect candidate support. They also discuss tax strategies and how people can get involved with the center's …
 
In previous episodes Jake and Kirk discussed the possibility of student loan forgiveness and what it might look like. As of now there seems to be no possibility of student loan forgiveness occurring in the near future. What now? *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and P…
 
We've all become accustomed to having the world at our fingertips—one-click shopping, next-day delivery, and customer service at the touch of a button. How can we, as financial professionals, innovate and deliver our traditional solutions and practices in a world where our clients expect instant delivery? Crump's vice president of Digital Solutions…
 
What are your plans for 2023? Are there any aspects of your life that you truly want to focus on this year? In this episode, Ken Greene talks about how to plan financially for free days and trips, encourages paying off credit card balances in full every month, and saves 20% of gross income for an inflation rate. He also emphasizes adapting when cir…
 
Over the next several weeks Jake and Kirk will be discussing the largest legislative changes to retirement in American history. We will discuss changes to RMDs, 529s, Rollovers, 401ks, 401k Savings, IRAs, Roths, Roth 401ks and much much more. These changes will not take effect immediately. However, we will be explaining the changes to better help y…
 
Subscribe to The Chord Room for more content: https://bit.ly/3zIZQCq0d9 Find more of the Chord Room Podcast Content here: Follow us on Instagram: https://www.instagram.com/tcrpradio/ Like us on Facebook: https://www.facebook.com/thechordroom Want to be featured in our next episode? Submit an inquiry to be featured on our next episode at kingsofther…
 
Subscribe to The Chord Room for more content: https://bit.ly/3zIZQCq0d9 Find more of the Chord Room Podcast Content here: Follow us on Instagram: https://www.instagram.com/tcrpradio/ Like us on Facebook: https://www.facebook.com/thechordroom Want to be featured in our next episode? Submit an inquiry to be featured on our next episode at kingsofther…
 
In this episode, Ken Greene talks about the importance of taking action and following through on your goals. He encourages listeners to take their top three goals for 2023 and break them down into monthly, weekly, and daily tasks, and then get it done by taking action and backing it up with follow-through. Links and Resources from this Episode DISC…
 
Many people set new goals for the new year, but sadly, many people will never make those goals because of poor planning, or even worse, no plan at all. Do you have a good financial plan? This is an episode you will probably find useful as you make plans for 2023. You’ll also hear about the trouble we ran into on the hunt in late October. Resources:…
 
Great Time to Focus on Health and Wealth. Create your goals. Put it in writing. Carry it with you everywhere. Look at it everyday. Now break it down into monthly, weekly, and daily habits. Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Gre…
 
The IRS has released new “Inflation Adjusted Tax Brackets.” Who does this benefit and who might this hurt? How can you prepare? Will your raise or your current tax bracket change? Jake and Kirk discuss all aspects of this change and how to prepare for it (or who can ignore this!). *“Tax preparation, planning, IRS representation, and business valuat…
 
Researchers estimate raising a child will cost you 225,000 dollars! This cost does not include any private education, or a college degree... perhaps it isn’t surprising that Americans are having less children. But does raising a child really cost $225,000? Tom and Michele McFie have raised 8 children and they don’t agree with this research. Listen …
 
For this episode, I wished everyone a Merry Christmas and a Happy New Year, thanked all the guests on the show in 2022, and encouraged people to be guests on the show in 2023. I also talked about Congress passing bills late in the year when we're not paying attention, and wished everyone a wonderful end of 2022 and look forward to 2023. Links and R…
 
We often think of financial scams coming in the form of some exiled prince in Africa who needs assistance. But these hokey scams that everyone has heard of are rarely the type of scam that will actually drain your bank account. Everyone knows about them. The scam that will get you is the one you aren’t expecting. On this episode Jake and Kirk discu…
 
Ken Greene welcomes Jake Menath to discuss the pros and cons of renting versus buying a home. He argues that although buying a home is a significant investment, it is one that will eventually pay off. He also advises against overspending on a home and urges people to consider their comfort level before making a purchase. Jake is a real estate agent…
 
If you’re just starting your business, should you take the profit from it? Some experts will say you should, but there are also others who think you shouldn’t. In today’s episode, Ken Greene welcomes Rocky Lavani to talk about the importance of taking profits out of a business up front, in order to protect oneself financially in case the business s…
 
On the show Jake and Kirk discuss differen costs that come with using IRA’s as a form of retirement versus a 401k. Since 401Ks can only be utilized through a company, there are different fees attached to a 401k. This means if using an IRA, you could be losing out on a significant portion of your future wealth. Since every person is unique, Jake and…
 
Ken Greene welcomes David Wiesner, President of Leap Systems to discuss the LEAP Software, a tool designed to help people understand money and financial planning. David is the President of LEAP and he talks about the company’s mission to help people accelerate their financial planning. I love the philosophy and the model behind LEAP: Lifetime Econo…
 
Many Americans wake up in a bad mood. Researchers estimate the average American will wake up in a bad mood 300 days every year. How terrible! What could be causing this? Today on Wealth Talks, Tom and John discuss something they see behind American’s bad moods. Resources: Understanding the Infinite Banking Concept - PDF, Winning Your Financial Game…
 
On this episode Jake and Kirk discuss a new trend among investors: Tax Lien investing. They go through how this process works as well as the pros and cons and how to approach it safely. This is not a recommendation for tax lien investing. -- *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax P…
 
Happy Thanksgiving! Should you delegate tasks to a virtual assistant? Can a virtual assistant really take a big chunk off your shoulder? For today’s episode, I had a conversation with co-founders Julie Ann Hepburn and Mimi Klosterman of Financial VA to talk about how to onboard and train assistants and virtual assistants. We discussed the importanc…
 
Happy Thanksgiving! In this conversation, Ken Greene discusses the importance of gratitude and how it has positively impacted his life. He talks about how gratitude has helped him overcome difficult times and has made him a better person. He also shares how he teaches his son gratitude and how it is a valuable skill to have. He reflects on what he …
 
It’s more fun to talk about a bomb exploding in the middle east than a local road the city plans to build through a quiet neighborhood. Why? Because sensationalism sells! Just because sensationalism is being sold doesn’t mean we should buy it. Today on Wealth Talks, Tom and John discuss the perils of buying sensationalism. Resource: Wealth Seminar …
 
Fun conversation with Pete Reese talking about flipping homes, flipping undeveloped land, and his upcoming podcast, Turning Profit. 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…
 
Jake buys a house! On this episode we go through all that Jake went through in buying his new house. We also discovered some important reasons why having a third party advocate is important during this highly emotional time. And Jake reveals some secrets to house buying that most people don’t know. *“Tax preparation, planning, IRS representation, a…
 
Some professionals want to manage the bulk of their own wealth themselves. And when they are searching for a financial advisor, these individuals may want to ask specific advice about specific issues. Most financial advisors, however, work under a business model where they earn money by managing the assets of their clients. How can someone find a c…
 
November is Long Term Care Insurance Awareness Month, and in this episode we want to provide insight on the need for a wide range of clients. The assumption is that LTC is for aging clients who require assisted living. While it certainly addresses that need, LTC is also there for younger adults with families when they need it most. In this episode,…
 
There are many false teachings about life insurance. Some attempt to portray life insurance as a terrible product, while others attempt to make it magical. Sadly, many false teachings seem logical, which makes them even more dangerous. Today on Wealth Talks, Tom and John discuss some of the false teachings about life insurance (you’ve probably hear…
 
If you want extraordinary accomplishments, you need a team. 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 DISCLAIMER For resou…
 
On this episode Jake and Kirk discuss the recent Student Loan Forgiveness and how it will effect you. Many people may be expecting a big check, but only a few will receive actual cash. Nonetheless who will this impact and how might it impact them? Tune in as Jake and Kirk discuss everything relevant to financial decisions in this new forgiveness. *…
 
In the conversation, Ken Greene and David Larson discuss the current state of the real estate market. Ken notes that there has been a lot of volatility recently, due to geopolitical issues and the printing of money. However, he believes that there could be some good opportunities for investors. David also talks about SBA loans and how they can be b…
 
There are more companies emerging in the BNLP (Buy now pay later) space. These are different than credit cards, and yet can still damage your credit score. They can also end you up in hot financial waters. On this show Jake and Kirk discuss the ups and downs of these programs and how to use them effectively, or when to avoid them completely. --- *“…
 
For today’s episode, I have another conversation with Phil Giordano, the founder of SFS Life Settlements. 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 Re…
 
For today’s episode, I discuss the fears and differences between a loss in the stock market on paper (unrealized loss) versus selling a portfolio and realizing those losses and giving a comparison of the stock market to real estate. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help p…
 
October is Breast Cancer Awareness Month. This also opens the opportunity to talk about all types of cancer and what we should be doing to help ourselves and our clients. Crump's Lisa Arcuria, Director, High Net Worth Client Support, has intimate, personal experience to share with us in this special edition of Crump Insights. Lisa also offers first…
 
Each year several banks go broke, but, comparatively, few life insurance companies become insolvent. Today on Wealth Talks, Tom and John look at the way life insurance companies are structured to provide such stability. But wait! What about AIG? In this episode you will discover what went wrong at AIG and what ultimately happened to the policy hold…
 
Fundamentals. Foundations. Savings. Delayed gratification. You need to start slow to create wealth. Once the foundation is in place, then you can start going faster and faster with investments. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent an…
 
Federal pension plans have been in disarray for some time, but now, state pension plans are running into trouble as well... 8 trillion dollars of trouble. Only two states are left in America with adequately funded pension plans, and the economic decline may be affecting these soon. What do Tom and John think about this? Find out on Wealth Talks. Re…
 
For today’s episode, I had a great conversation with Todd Langford, the CEO, and Founder of Truth Concepts about the concepts of money and finances. Todd served as a mentor to me for over 10 years. Join Todd via Livestream at Truth Training October 12th-14th and use special code KNGRNE for $400 off the regular price for being an Engineer of Finance…
 
Loading …

Quick Reference Guide

Copyright 2023 | Sitemap | Privacy Policy | Terms of Service