Wealth Wisdom Financial Podcast Brandon Neely and Amanda Neely, CFP®
-
- 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.
-
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 -
Foundation 2: The Value of Pre-Decisions
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 -
Foundation 1: The Principle of the Firsts
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 -
Becoming Your Own Banker AND Bank On Yourself
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 -
How to Find Financial Grounding
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
Customer Reviews
Making wealth wisdom simple for everyone!
Amanda and Brandon are a breath of fresh air in a world filled with false gurus and financial experts. Their down to earth, practical wisdom about how to become your own banker, pay for college and plan for a worry free retirement - without taking unnecessary risks is so desperately needed by families, business owners and real estate investors. It’s so nice to see a happily married couple working together, having fun and sharing awesome wealth wisdom. Highly recommended!!
Knows his stuff!
Brandon is fun to listen to and he brings a humble approach to building wealth
You don’t know what you don’t know…until you listen!
I am doing a lot of work on changing my relationship with money and this podcast is part of my continuing education. I listen to get ideas and insight into how I can work with my finances with the goal of being able to live life *without* needing to worry about money. Amanda and Brandon are smart, funny, and engaging hosts. Give them a listen and let the learning happen!