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

Have you ever experienced the harsh reality of Parkinson's Law?
Maybe it was in college where you crammed the night before a test when you could've been studying all semester.
Maybe you experienced it when you had a work deadline that got moved up and you still got the project completed in time.
Have you ever tried using Parkinson's Law to build wealth?
Don't miss this episode for inspiration to use such a powerful, natural human inclination to your advantage rather than against you!
00:00 Meet Joe: A Journey from Procrastination to Success
03:24 Harnessing Parkinson's Law for Financial and Business Success
06:23 The Power of Pre-decisions in Managing Money
10:20 Maximizing Income and Preparing for Future Financial Opportunities
14:18 The Importance of Pre-deciding Your Financial Future
 
Links mentioned in the episode:
Get your copy of Five Smooth Stones here: www.wealthwisdomfp.com/shop  
Watch this episode on YouTube here: https://youtu.be/KuFyFHYd6ow 

What do you do first when you wake up in the morning?
What do you do first when you start your work day?
What do you do first when you receive money?
The answers to these questions reveal a lot about our hearts.
In this episode, we reveal 3 positive results we saw when we changed what we do first when we receive money.
Want to transform your money story? What if you started with what you do first?!?!
 
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  
00:00 The Power of Prioritizing: Sarah's Story
02:57 Exploring the 12 Foundational Money Principles
04:22 The Principle of Putting First Things First
04:26 The Importance of Time and Money Management
11:15 Prioritizing Giving and Saving in Your Financial Plan
13:27 Overcoming the 'Yeah Buts' and Taking Control
 
Watch this episode on YouTube: https://youtu.be/YzGZiexz3pg 

Recently, Brandon added "An Authorized Infinite Banking Practitioner" to his status as a Bank On Yourself® Professional. Here's proof: https://infinitebanking.org/agents/neely758.
Who better to share their perspective on what BOTH Bank On Yourself AND Infinite Banking bring to bettering your financial future?
As Brandon shares in the episode, we don't want to be so much AGAINST anything or anyone. We want to be FOR our clients!
Get the books:
The Bank On Yourself Revolution: https://www.bankonyourself.com/shop/the-bank-on-yourself-revolution-paperback Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ Start the process:
Schedule a Discovery Call: https://www.wealthwisdomfp.com/call  
00:00 The Power of Positivity in Finance
01:48 The Impact of Faith and Financial Books on Our Lives
02:06 Exploring the Bank On Yourself Concept
04:04 The Influence of R. Nelson Nash and Infinite Banking
07:13 The Importance of Choosing the Right Financial Professional
08:10 Why Bank On Yourself and Infinite Banking Matter
12:01 The Significance of Education and Choosing Wisely

Why are people of all ages so stressed about money? Is it because we're all screwed? Is it because of all the negativity that helps social media posts and news articles get clicks?
 
Which financial services firm would you rather work with?
(1) Head in the Sand Financial Services - "We deliberately refuse to accept the truth just like you."
OR
(2) Head in the Clouds Financial Services - "We have lofty goals we're never gonna hit too!"
 
Amid a chaotic world, Brandon emphasizes the need for a balanced approach, avoiding the extremes of denial and unrealistic ambition. Using wealth wisdom and strategies like Infinite Banking and Profit First, Brandon advocates for proactive financial planning and setting realistic goals to navigate and overcome financial challenges.
 
Plus, he shares exactly how the dreamer and the ostrich can find their financial grounding!
 
00:00 Dramatic Opening: The Financial Dilemma We All Face
02:01 Breaking Down Financial Personalities: Ostriches vs. Clouds
05:31 Strategies for Financial Stability and Growth
07:09 Empowering Your Financial Future: Beyond Ostriches and Clouds
09:52 Conclusion: Mastering Your Financial Destiny
 
Links Mentioned in the Episode
Get your head out of the sand and out of the clouds by getting a copy of Five Smooth Stones at https://www.wealthwisdomfp.com/shop Both paper and Kindle versions are available!  
Watch this episode on YouTube here: https://youtu.be/sGt3kvldz0s 

Are you a 'HENRY' - High Earner Not Yet Rich?
Some, despite earning six figures, still live paycheck to paycheck. There are too many potential causes. There's inflation, student loans, and pressures amplified by social media! Might the banking system or conventional financial strategies be to blame?
Here's your chance to redefine 'HENRY' and get off the struggle bus. It's all about flipping the script and redefining the same acronym: HENRY.
Plus, we offer 2 FREE resources to guide you in embracing a new financial story. It's time to break the paycheck-to-paycheck cycle and to enjoy life more!
 
00:00 Unpacking the HENRY Acronym: High Earner, Not Yet Rich
00:44 Introducing the Wealth Wisdom Financial Podcast - NEW INTRO!
01:58 The Struggle of Six-Figure Earners: Causes and Culprits
04:27 Breaking the Cycle: A New Take on HENRY
09:44 Building Your Money Team and Staying in Control
14:49 Exclusive Resources: Five Smooth Stones and Wealth Wisdom Community
 
Links mentioned in the episode:
Get your free, digital sample of Five Smooth Stones here: https://bit.ly/sample5smoothstones  Start a 1-month, free trial of the Wealth Wisdom Financial Community here: https://wealthwisdom.mn.co/plans/291835?bundle_token=bde9e9f267ba608aeae8b07e037063f2&utm_source=manual   
Watch this episode on YouTube: https://youtu.be/C-9pnUZDe4Q 

This episode addresses the six common financial 'fires' or challenges that can potentially derail one's financial well-being.
These 6 fires are (1) liquidity needs, (2) long-term disability, (3) loss of life, (4) long-term care, (5) longevity, and (6) legal liability. Get your fire extinguishers ready BEFORE one of these fires hits you or your family!
Join your hosts and special guest Mark Willis, CFP®. This episode is full of real-life examples. We also quickly get hopeful with ideas and share a software we offer to our clients: Asset-Map. Asset-Map is a tool visualizing one's financial situation, assets, liabilities, and insurance policies to prepare for and mitigate these risks effectively. We also touch upon the psychological aspects of financial planning and the peace of mind that comes with being prepared.
By fostering an understanding of these challenges and encouraging proactive planning, the episode aims to empower listeners to achieve financial peace and security.
00:00 Opening Remarks: Navigating Financial Well-being
01:29 Personal Stories: The Impact of Financial Planning
06:14 The Six L's of Financial Security
06:33 Deep Dive into Liquidity Needs
07:51 Understanding Long-Term Disability
10:51 The Importance of Life Insurance
15:04 Addressing Long-Term Care Concerns
18:26 Facing the Reality of Longevity
21:33 Legal Liability and Legacy Planning
26:19 Empowering Fire Prevention Strategies
26:54 The Essence of Planning Over Plans
28:44 Introducing the Jetson Family: A Financial Planning Case Study
37:24 The Flinstone Family: Navigating Complex Financial Landscapes
48:18 Closing Thoughts and Invitation to Join the Financial Planning Revolution
Next steps! Get your Asset-Map by scheduling a call and putting Asset-Map in the notes.
Schedule a call with Brandon Neely or Amanda Neely, CFP® here: https://www.wealthwisdomfp.com/call Schedule a call with Mark Willis, CFP® here: https://nyafinancialpodcast.com/ Remember, it's not the plan or the tool that matters as much as the guide who comes alongside you to prevent financial fires!