100 episodes
Wealth Wisdom Financial Podcast Brandon Neely and Amanda Neely, CFP®
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- Business
There are a lot of financial podcasts. Most of them repeat the same advice: Limit your spending, make a budget, invest in the stock market.
But the future is uncertain. You never know when financial emergencies or changes in the economy will eat up your earnings. It’s overwhelming and stressful. And even if you act on every piece of advice, you might still feel like you should be further along and closer to your goals.
That’s why many step away from conventional financial thinking: It doesn’t help them build long-term wealth or a lifestyle they love. The better alternative? Wealth wisdom!
Wealth wisdom isn’t one-size-fits-all advice, but timeless principles that show you how to build the wealth you want for your dream lifestyle—whether you’re an employee or a business owner.
The Wealth Wisdom Financial Podcast shows you how to build wealth in all areas of life and business and goes way beyond financial wealth.
Hosts Brandon Neely and Amanda Neely, CFP® are pumped to be your allies as you expand your financial confidence to stand the tests of time.
On the Wealth Wisdom Financial Podcast you will discover:
- How a banker’s mindset can help you be profitable in any economy
- How to defeat financial confusion, haphazardness, anxiety, overwhelm, and stress
- How to start a profit habit that ends entrepreneurial poverty
- And much much more all grounded in the wisdom of the ages
May you live long and profit.
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Foundation 8: The Cost of Convenience with Banking
It's no secret that banks dominate both personal and business finance.
Yet, the realities of fractional reserves and how bankers really think about debt might surprise you. For example, have you ever heard of Marriner Eccles?
What if there was an alternative? What if that alternative put more power into the hands of everyday Americans?
Want more control over your financial future? Ready to use banks for their convenience without giving them control? Listen now!
00:00 Introduction: Do Banks Rule the World?
00:33 Sarah's Story: The Harsh Reality of Banking
01:30 Discovering Hope: Alternative Financial Systems
03:13 Personal Anecdotes and the Banking System's Impact
04:41 The Mechanics of Banking and Its Effects on Us
06:43 Fractional Reserve Banking Explained
10:18 Historical Insights: The Great Depression and Money Creation
12:53 The Problem with Debt and Consumer Culture
17:17 Seeking Alternatives: The Power of Being Your Own Bank
20:55 Taking Action: How to Secure Your Financial Future
Links mentioned in the episode:
Grab your very own copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop (physical and digital versions available) Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call
Books to learn more about banking:
The Bank On Yourself Revolution: https://www.bankonyourself.com/shop/the-bank-on-yourself-revolution-paperback Rescue Your Retirement: https://www.bankonyourself.com/rescue-your-retirement-book Watch this episode on YouTube here: https://youtu.be/aeBP8qtSFQ8 -
Foundation 7: How to Build a Great Financial Pyramid
Compound interest is a misunderstood concept. From misattributed quotes to downright inaccurate ideas.
Listen to hear the parable of two builders tasked with constructing a pyramid. One builder rushes in and struggles with the physical task. The other takes time to plan and make micro-adjustments, achieving success more efficiently. This story serves as a metaphor for the power of uninterrupted compounding. Time and knowledge compound just like money.
Be sure to catch the simple, elementary-level math. It shows clearly how real returns can differ from expected average returns. Is your portfolio really compounding?
Keep growing your foundation of solid financial principles. Learn how to use money without interrupting its compounding growth. Michelangelo's chisel created masterpieces. So can you create a work of art on your financial journey!
00:00 Debunking Einstein's Compound Interest Quote
00:47 The Tale of Two Builders: A Lesson in Compound Interest
04:08 The Story Behind the Story: Creative Inspiration
05:29 Understanding Compound Interest Beyond the Basics
10:42 Real Numbers: The Impact of Uninterrupted Compounding
17:36 Building a Financial Pyramid: Strategies for Stability
18:28 Unlocking the Secrets of Using Money Without Breaking Compounding
Links mentioned in the episode:
Free download available of 5 Simple Steps to Secure Your Future Outside a W-2 here: https://www.wealthwisdomfp.com/report Grab your very own copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop (physical and digital versions available) Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call
Watch this episode on YouTube: https://youtu.be/bAdKpwclAkw -
Foundation 6: Diversification, What Many Investors Miss
You've been told to diversify your portfolio but how can you tell if you're diversified enough? Does conventional thinking like the Rule of 100 or using ETFs work in 2024? What about Target Date Funds?
In this episode, we reveal what conventional thinking is missing. The stat we share about Target Date Funds is one of the most surprising. Be sure you don't miss it.
We live in a globalized world where you (and your assets) are more connected than ever. Isn't it time to learn the historical wisdom about non-correlated assets?
In the Great Recession, you saw just how related supposedly "non-correlated" assets were. Isn't it time to add more diversification to your portfolio? Watch now to discover what that could look like for you.
And never forget: Different is good!
00:00 Kevin's Journey: A Lesson in Diversity
02:18 Diving Deep into Diversification
03:37 Personal Stories and Financial Insights
07:25 Rethinking Diversification in Finance
11:35 Creative Financial Strategies and Future Foundations
Links mentioned in the episode:
Grab your very own copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop (physical and digital versions available) Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call
Watch this episode on YouTube here: https://youtu.be/9OGb0E-T3dg -
Foundation 5: What to Focus on for Financial Success
Are you the kind of person known for juggling numerous tasks like a boss? Yet, internally you struggle with the chaos of busyness.
You might have heard about adopting mono-tasking to help discover clarity and peace.
Could mono-tasking have the same impact on your financial journey? Could financial focus bring clarity and peace amid money chaos and busyness?
If you want to build a strong financial future, focus is crucial to getting you there. Discover how we learned to focus on one thing at a time and overcome financial overwhelm.
00:00 Meet Carl: A Journey from Chaos to Focus
02:15 Diving into 'Five Smooth Stones': A Series on Timeless Principles
03:32 Carl's Story: A Personal Confession and the Power of Monotasking
08:03 Finding Financial Focus: The Journey Towards Monotasking with Money
10:46 Securing Your Financial Future: How to Get Started
11:42 The Importance of Focus in Business and Life
Links mentioned in the episode:
Grab your very own copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop (physical and digital versions available) Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call
Watch this episode on YouTube here: https://youtu.be/BOrfB68fU2c -
Foundation 4: The Most Powerful Ways to Change Bad Money Habits
You have bad habits. We have bad habits. We're not here to judge.
There comes a time in your life when you feel a compulsion to change a bad habit. Maybe you're in one of those times right now. If you don't act right away, that feeling goes away quickly only to resurface later without any change.
Get ready to be inspired by Emily's story. She's a young woman on a journey of self-discovery and transformation. She agrees with Aristotle that our habits define us: "You are what you habitually do."
You already know the power of habits in shaping our lives and financial futures. A bad habit in one area can have impacts that ripple out into all areas of our lives. Again, we're not here to judge but we do want to empower you to make the change you wish to see in your habits.
Discover practical ways to overhaul those bad habits ready for transformation. Get ready for how easy it can be. Start with small, seemingly insignificant steps. Learn the chicken and egg of motivation. Find your community support.
00:00 Emily's Journey of Transformation
03:03 Exploring the Power of Habits with Aristotle's Wisdom
05:34 Practical Steps to Changing Habits and Building Wealth
12:58 The Importance of Community and Connection in Financial Growth
Links mentioned in the Episode:
Grab your very own copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop (physical and digital versions available) Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call
Watch this episode on YouTube here: https://youtu.be/FXYarTy5F74 -
Foundation 3: Life is an Adventure
How do you like your adventures?
On the edge? Only a little risk?
Close to home? Far away?
With family and friends? All on your own?
Active? Relaxing?
Financial?
What??? Financial?
Yes, financial adventures can be the best!
Tired of cookie-cutter, done-for-you money management that doesn't fit you unique goals and dreams?
Join us for the adventure of a lifetime. Literally!
00:00 Lily's Financial Adventure: A Tale of Growth and Discovery
02:27 Reflecting on Lily's Journey and Its Lessons
03:17 Life as an Adventure: Applying Principles to Money
05:14 The Power of Preparation and Embracing Challenges
11:14 Finding Joy and Fulfillment in Your Financial Journey
14:42 Embracing the Adventure: Overcoming Challenges and Regrets
16:09 Conclusion: The Importance of Applying Wisdom to Your Journey
Links mentioned in the episode:
Get your copy of Five Smooth Stones here: www.wealthwisdomfp.com/shop
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