Wealth Wisdom Financial Podcast

Brandon Neely and Amanda Neely, CFP®
Wealth Wisdom Financial Podcast Podcast

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.

  1. 2 DAYS AGO

    Wealth Wisdom Financial

    What if we told you that your 401(k) might be more of a rollercoaster than a reliable retirement vehicle? (Spoiler alert: For many, it is!) Watch as Brandon and Amanda pull back the curtain on a little-known financial tool that's helping savvy retirees sleep better at night. Have you ever wondered how some people seem unfazed by market crashes? Or why your neighbor Bob is grinning while everyone else is panicking? It's not luck - it's strategy. Are you ready for a crash course in retirement security? It's time to learn how fixed index annuities could be the missing piece in your financial puzzle. Wall Street doesn't want you to know about this. By understanding it, you can take control of your retirement destiny! Tune in and secure your financial future! (P.S. Bengals fans, we promise our financial advice is more accurate than our football b-roll. Unlike that mishap, we won't fumble your retirement!)   00:00 Introduction to Financial Resilience 00:41 Welcome to Wealth Wisdom Financial Podcast 01:19 Zooming in on Retirement Strategy 02:51 Understanding Fixed Index Annuities 04:46 The Importance of Annuities in Retirement 05:34 Real-Life Example: Bob and Sue 06:31 Commercial Break 07:25 Debunking Annuity Myths 08:35 Key Attributes of Good Annuities 10:56 Conclusion and Next Steps Watch on YouTube here: https://youtu.be/Sk-eu85GYiM  Links mentioned in the show: Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community

    14 min
  2. 4 SEPT

    Make an Impact, Be Tough but Adaptable with Perry Marshall

    Have you ever wondered why some businesses thrive while others struggle? Or why being agile in today's economy is more crucial than ever? It's not random. Specific principles drive savvy entrepreneurs to stay ahead. Are your business strategies truly effective, or are you being held back by outdated financial wisdom? What if we told you that a single conversation could radically transform your approach to wealth building? (Spoiler alert: It did for hosts Brandon and Amanda!) Watch as Perry Marshall, a renowned business consultant, unveils game-changing insights. It's time to learn how the 80/20 rule, strategic thinking, and building excess capacity can revolutionize your business approach. Are you ready for a crash course in 21st century wealth wisdom? Tune in and unlock your true wealth-building potential!   00:00 Life-Changing Conversation with Perry Marshall 01:07 Introduction to Wealth Wisdom Financial Podcast 02:15 Meet Perry Marshall: From Audio Geek to Marketing Guru 10:19 The Power of 80/20 Principle in Business and Life 14:00 Navigating the Digital World: 90/10 and Beyond 17:35 The Agility Decade: Preparing for a Volatile Future 28:14 The Importance of Thinking and Deliberate Practice 32:47 Attracting the Right Audience 33:33 Critique of 'Think and Grow Rich' 34:08 The Iceberg Analogy 34:48 Mastermind Group Insights 36:55 Lessons from Google Ads and Infomercials 38:58 The Importance of Diversification 41:35 Break Glass in Case of Emergency 45:28 Financial Resilience and Agility 51:06 Final Thoughts and Encouragement   Watch on YouTube here: https://youtu.be/WKXbc3jHBBE    Links mentioned in the show: Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community Watch our previous episode about adaptability: https://youtu.be/UjCMEY_GNOo  GET THE BEST FROM PERRY MARSHALL HERE: https://www.perrymarshall.com/8020-book/

    59 min
  3. 28 AUG

    Fad Fiction: What the Latest Financial Trends Really Do to a Financial Plan

    Are you unwittingly falling for financial fads that could derail your wealth? What if we told you that some of history's brightest minds have been duped by financial manias? (Spoiler alert: Even Sir Isaac Newton wasn't immune!) Have you ever wondered how Ponzi schemes still manage to fool people? Or why seemingly rational investors get caught up in the dot-com frenzy? These aren't just isolated incidents - they're driven by timeless quirks in human psychology. From the South Sea Bubble of 1720 to the more recent Bitcoin boom, we're about to show you how understanding these historical patterns can help you make smarter financial decisions today. Tune in to learn how to spot red flags, diversify wisely, and implement strategies like Bank On Yourself. Don't let your brain sabotage your wealth - listen now and safeguard your financial future! 00:00 Newton's Financial Folly 00:58 Historical Financial Fads and Scams 03:15 Welcome to Wealth Wisdom Financial Podcast 07:37 Practical Tips to Avoid Financial Fads 15:52 Bank On Yourself: Scam or Strategy? 19:40 Conclusion and Final Thoughts   Links mentioned in the show: Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community   Watch on YouTube here: https://youtu.be/o8HBE5fe9D4

    21 min
  4. 21 AUG

    How Financial Advisors Prey on Human Psychology

    Are your financial decisions truly your own, or are you being puppeteered by hidden psychological forces? What if we told you that your brain might be your biggest obstacle to financial success? (Spoiler alert: It probably is.) Watch as Amanda pulls back the curtain on behavioral economics. Have you ever wondered why you impulse-buy things you don't need? Or why you might feel tempted to sell all your stocks when the market takes a downturn? These aren't just random choices - they're driven by specific quirks in how our brains process financial information and risk.  Are you ready for this quick, but crucial, history lesson on behavioral economics? It's time to learn how these discoveries revolutionized our understanding of financial decision-making. Others use these discoveries to get you to do what they want. By learning them, you can take more control of your financial destiny! Tune in and take charge of your financial future!   00:00 Introduction: The Allure of Investment Opportunities 01:19 Welcome to Wealth Wisdom Financial Podcast 02:19 Meet Amanda Neely: Your Financial Psychology Guide 04:33 The Birth of Behavioral Economics 11:42 Cognitive Biases: The Hidden Forces in Financial Decisions 16:49 How Financial Advisors Exploit Biases 24:00 Join the Wealth Wisdom Financial Community 25:43 Conclusion: Outsmarting Financial Biases   Links mentioned in the show: Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community

    27 min
  5. 7 AUG

    The Real Cost of Fees and Why You Should Care

    Are you intrigued by the hidden impact of fees on your retirement savings? Do you want to uncover the truth about compound interest's 'sneaky dark side'? Watch as Amanda and Brandon expose 5 key places where hidden fees might be lurking in your financial plans. They debunk the myths around compound interest and reveal how even small fees can devour a significant portion of your nest egg over time. Are you ready to learn about the real effects of fees on various financial strategies, including market investments, annuities, and whole-life insurance policies? It's time to take control of your financial future! This episode provides the insights you need to make informed decisions about your retirement savings. Don't let hidden fees silently erode your hard-earned wealth! Empower yourself with the knowledge to spot and minimize these sneaky costs, and set yourself on the path to a more secure financial future.   00:00 Introduction to Compound Interest 00:19 The Dark Side of Compounding 01:06 Welcome to Wealth Wisdom Financial Podcast 01:44 Understanding the Fee Apocalypse 03:24 Identifying Hidden Fees 04:13 Five Places to Find Fees 07:42 The Importance of Fee Awareness 08:50 Real-Life Fee Impact Examples 12:11 Calculating the True Cost of Fees 18:51 Analyzing 35 Years of Investment Returns 19:20 Impact of Fees on Investment Growth 22:34 Exploring Annuities as an Alternative 25:53 Whole Life Policy: A Different Approach 30:37 Final Thoughts and Summary   Watch on YouTube here: https://youtu.be/Xjvlf6NuvtA    Links mentioned in the episode: Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call Check the expense ratio of funds: https://tools.finra.org/fund_analyzer/ The reasons why 401ks are a scam: https://www.bankonyourself.com/six-reasons-401k-scam.html In-depth look at 401k fees: https://www.dol.gov/sites/dolgov/files/ebsa/about-ebsa/our-activities/resource-center/publications/a-look-at-401k-plan-fees.pdf Information on Retirement plans: https://www.dol.gov/general/topic/retirement/consumerinfpension

    35 min
  6. 31 JUL

    Debunking the Myths: 8 Common Misconceptions About Infinite Banking

    Are you curious about Infinite Banking? Do you want to sort the facts from fiction? Then watch as Amanda and Brandon address the 8 common misconceptions about the Infinite Banking concept. They debunk myths such as Infinite Banking being a get-rich-quick scheme, only for the wealthy, or a new and unproven concept. It's time to learn more about tax benefits, policy growth, and how Infinite Banking fits into a comprehensive financial plan! Whether skeptical or intrigued, this episode provides the clarity you need to make informed decisions about your personal and business finances. Don't let misinformation cloud your judgment and hold you back from financial freedom!    00:00 Welcome to Wealth Wisdom Financial Podcast 02:35 Common Misconceptions: Infinite Banking 03:25 Misconception 1: It's a Get Rich Quick Scheme 05:12 Misconception 2: It's the Same as Whole Life Insurance 06:41 Misconception 3: It's Only for the Wealthy 08:51 Misconception 4: It Replaces All Other Investments 10:01 Misconception 5: The Returns are Guaranteed 12:43 Misconception 6: It's Completely Tax-Free 14:42 Misconception 7: It's a New or Unproven Concept 16:14 Misconception 8: It Eliminates the Need for Traditional Banking 18:37 Conclusion and Next Steps   Links mentioned in the episode: Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call Check out our past episode about using banks for your convenience rather than theirs: https://youtu.be/aeBP8qtSFQ8

    21 min

About

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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