Wealth Wisdom Financial Podcast

Brandon Neely and Amanda Neely, CFP®
Wealth Wisdom Financial 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. 6 DAYS AGO

    STRENGTH IN NUMBERS Means BIG Wins for Small Business!

    Is your small business feeling the weight of the world on its shoulders? Newsflash - you don't have to go it alone! In this must-see episode, we're unveiling the not-so-secret superpower that can transform your entrepreneurial journey: the power of collaboration. Small businesses are the backbone of the American economy, but the statistics are sobering - 45% fail in the first 5 years, and over half don't make it to the 10-year mark. The good news? We've uncovered a game-changing piece of advice from successful business owners: "Never do anything alone." When you team up with mentors, fellow entrepreneurs, and even your target customers, the burden gets lighter, the ideas get bigger, and the chances of success skyrocket. Just ask us - we managed to cut our startup costs in half by leveraging our "Set Up Shop Committee"! And if you're not a small business owner yourself, don't worry. We're serving up all the juicy details on how you can support your local entrepreneurial community in ways that create a win-win for everyone. This episode is about to shift your small business mindset from stressed and isolated to empowered and connected. Whether you run a mom-and-pop shop or just want to champion the entrepreneurial spirit in your neighborhood, you won't want to miss these must-try strategies for harnessing the power of collaboration. Trust us, your business (and your sanity) will thank you.   00:00 Introduction: The Power of Collaboration 00:25 Small Business Saturday: Mark Your Calendars 01:18 Welcome to Wealth Wisdom Financial Podcast 01:56 Celebrating Small Businesses: You Don't Have to Go It Alone 02:45 The Reality of Small Businesses in the US 04:53 The Importance of Collaboration in Entrepreneurship 05:45 Our Personal Journey: From Isolation to Collaboration 09:40 How Non-Business Owners Can Support Small Businesses 13:54 Challenge: Strengthening Community Through Support 14:36 Join the Profit Planning Network 15:49 Conclusion: Building Wealth and Wisdom Together   Links mentioned in the show: Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community   Watch on YouTube: https://youtu.be/GuCsvW08WVQ

    16 min
  2. 23 OCT

    Is Leaving a Financial Legacy Virtuous? Balancing Self-Care, Family Values, and Generational Wealth

    Is your legacy plan secretly working against your family's future? Watch as we unpack the multi-trillion-dollar wealth transfer reshaping America's financial landscape - and why traditional inheritance planning might set your family up for failure! Have you ever wondered why some families maintain their wealth for generations while others lose it all by the third generation? The answer is not luck — it's strategic legacy planning. Are you ready for a masterclass in family wealth preservation? It's time to learn how the proper legacy planning framework could be the missing piece in your family's financial future. Don't let your life's work become a family burden - join us for this transformative episode that goes beyond the basics of estate planning. Your family's future harmony might just depend on it! 🌟   00:00 Introduction 02:26 The Great Wealth Transfer 04:27 The Case for Leaving a Legacy 07:34 Finding a Middle Ground 08:56 Planning for Your Financial Future 09:37 Top Considerations for Legacy Planning 12:25 Common Mistakes in Legacy Planning 14:08 Tailoring Your Legacy Plan 14:51 Resources and Final Thoughts   Links mentioned in the show: Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Get a copy of our Estate Planning Checklist here: https://zfrmz.com/D63O2f4YSFhWE4gI3NmR Find the "10 Questions to Ask to Set Legacy Goals" inside the Wealth Wisdom Financial Community here: https://www.wealthwisdomfp.com/community   Watch on YouTube here: https://youtu.be/b7D4qTO5RqA

    17 min
  3. 9 OCT

    How Bank On Yourself, Profit First, EOS, YNAB and STILL Combine for Financial Success

    What if we told you that your financial strategies are working against each other, sabotaging your wealth-building efforts? (Spoiler alert: For many, they are!) Watch as we reveal how combining 5 powerful financial concepts can create a synergy that supercharges your personal and business finances. Have you ever wondered why some entrepreneurs seem to effortlessly grow their wealth while others struggle? Or why your colleague Mark's business is thriving while everyone else is barely staying afloat? It's not luck - it's strategy. Are you ready for a masterclass in financial integration? It's time to learn how Bank on Yourself, Profit First, EOS, YNAB, and the STILL Method could be the missing pieces in your financial puzzle. Understanding and implementing these crucial elements lets you take control of your money like never before! PS: For a limited time, get our book "Five Smooth Stones" at 50% off to jumpstart your journey with the STILL Method. Use code OCTOBER at our shop (link below). Hurry, offer ends October 14th at midnight! Our shop (for the book deal): https://www.wealthwisdomfp.com/shop   Links mentioned in the show: Our shop (for the book deal): https://www.wealthwisdomfp.com/shop (use code OCTOBER) 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 Learn more about how Profit First and Bank On Yourself works together: on our show here https://youtu.be/ll98hpdj_ZI and on another show here: https://nyafinancialpodcast.com/episode-368-a-better-way-to-profit-first-with-mike-michalowicz/   00:00 Introduction: Combining Financial Strategies for Success 01:21 Welcome to Wealth Wisdom Financial Podcast 02:14 The Problem with Disjointed Financial Strategies 03:31 Overview of Key Financial Concepts 06:22 Combining Financial Strategies for Maximum Impact 10:03 Addressing Common Concerns and Implementation Tips 15:37 Special Offer and Conclusion   Watch on YouTube here: https://youtu.be/Nqri8fihmSE

    19 min
  4. 2 OCT

    Planning Your Financial Future: Why Money Isn't the Only Factor!

    What if we told you that your bank balance is lying to you about how rich you really are? (Spoiler alert: For many, it is!)   Watch as we pull back the curtain on the 5 crucial puzzle pieces of true wealth that are helping savvy individuals live richer, more fulfilling lives.   Have you ever wondered why some people seem content despite modest bank accounts? Or why your neighbor Sarah is thriving while everyone else is chasing the next dollar? It's not luck - it's strategy.   Are you ready for a crash course in redefining wealth? It's time to learn how health, relationships, purpose, personal growth, and time could be the missing pieces in your wealth puzzle. Understanding and planning for these crucial elements lets you take control of your life's true riches!   ps: Next week's episode we'll show you how to align your finances with these 5 puzzle pieces. Don't miss it!   Links mentioned in the show: A previous episode about defining wealth: https://youtu.be/K-REYOnpd34?si=VIEbU83NIhu7oIKp 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 (This is where you get our Holistic Wealth Planner too!)   00:00 Introduction: Beyond the Numbers 00:51 The Bigger Picture of Wealth 02:36 Five Puzzle Pieces of True Wealth 04:13 Puzzle Piece 1: Health 05:58 Puzzle Piece 2: Relationships 08:20 Puzzle Piece 3: Purpose 10:18 Puzzle Piece 4: Personal Growth 12:03 Puzzle Piece 5: Time 15:18 Holistic Wealth and Financial Planning   Watch this episode on YouTube here: https://youtu.be/ZhVW59vkHZc

    23 min
  5. 25 SEPT

    Money Lessons from Past Recessions: Smart Strategies for Today

    Unlock the secrets of financial resilience with our latest episode! We're diving deep into the money vaults of history to extract golden nuggets of wisdom that can fortify your finances today. In this episode, you'll discover: • The "Three R's of Recession Resilience" that have stood the test of time • How your great-grandparents' Depression-era tricks can beef up your modern budget • Why the 2008 financial crisis might hold the key to your side-hustle success • Inflation-fighting strategies from the 1970s that still pack a punch today  • The surprising parallels between 1929's market crash and today's economic challenges   Plus, we'll reveal: • How to build a financial emergency kit that would make a Depression-era survivor proud • The "Victory Garden" approach to diversifying your income streams • Why becoming the "Renaissance Person" of your finances could be your recession superpower   Whether you're a seasoned investor or just starting your financial journey, this episode is packed with actionable strategies to help you weather economic storms. Don't let history repeat itself – learn from it instead! 00:00 Introduction to Timeless Financial Wisdom 00:36 Welcome to Wealth Wisdom Financial Podcast 01:14 Exploring Financial Fortitude and Resilience 01:46 Learning from Past Financial Crises 03:05 Special Invitation: Transform Your Financial Future 05:37 The Three R's of Recession Resilience 05:40 Reserves: The Power of Cash Savings 08:20 Reduce: Living Lean and Building Relationships 10:35 Reinvent: Diversifying Income Streams 15:56 Conclusion and Next Steps   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/52Q6tKBuSc

    19 min
  6. 18 SEPT

    Grow Your Retirement Money Safely in Turbulent Times

    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

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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