83 episodes

Sometimes intelligence skips a generation. Let's face it, even with over 450 financial products out there, we're in a pickle. Inside Grandma's Wealth Wisdom, we get back to basics with wealth strategies that have stood the test of time... with some practical modernizations.

Grandma's Wealth Wisdom Amanda and Brandon Neely

    • Business
    • 4.9 • 34 Ratings

Sometimes intelligence skips a generation. Let's face it, even with over 450 financial products out there, we're in a pickle. Inside Grandma's Wealth Wisdom, we get back to basics with wealth strategies that have stood the test of time... with some practical modernizations.

    Interview with Marty Smith: "Do your best and leave the rest."

    Interview with Marty Smith: "Do your best and leave the rest."

    When it comes to your finances, it’s easy to get stuck in a rut. 
    People keep putting your money into the same savings account, contribute to the same 401k and make the same stock-picking mistakes—even if those investments don’t serve them. 
    But you don’t have to do what you’ve always done. You can decide to make financial decisions that serve you now and in the future. 
    That’s exactly what this week’s guest Marty Smith did after almost 3 decades in financial services. 
    In this episode, he shares how you can take charge of your financial future and grow your wealth sustainably (without giving half of it to banks). 
    Show highlights include: 
    The obscure book that could help you build more wealth than the world’s best stock portfolio. (18:02) A painfully obvious strategy that lets you build wealth stronger than the stock market. (27:30) Why buying life insurance can make you wealthy (even if you don’t have kids or a spouse) (29:55) How putting yourself first makes your family happier and wealthier. (37:50) Remember to download Grandma’s Top Tips for an Independent Financial Future by dropping into https://grandmaswealthwisdom.com/free/. It's time for YOU to break through to a smart, stable, financial future.
    If you’d like to see how Grandma’s timeless wealth strategies can work in your life, schedule your free 15-minute coffee chat with us by visiting www.grandmaswealthwisdom.com/call ... just like Grandma would want us to do.

    • 48 min
    How to Create a Business that Lasts and Impacts Generations

    How to Create a Business that Lasts and Impacts Generations

    Entrepreneurs are ambitious, hard-working people with a dream. They do their best to build a legacy for their family and wealth for themselves. 
    But most businesses fail within the first few years. In this episode, you’ll discover how to build a company that leaves a legacy. 
    Want to impact your community and family for generations? Listen now!
    Show highlights include: 
    Why getting rich is the worst motivation to start a business that lasts (even if it seems like only the greedy make it big) (6:55) How to fix society’s problems by getting rich (9:27) Why firing more people makes your business more likely to stand the test of time. (13:02) How to take charge of your cash flow, build up money reserves and never worry about profit again. (18:46) Remember to download Grandma’s Top Tips for an Independent Financial Future by dropping into https://grandmaswealthwisdom.com/free/. It's time for YOU to break through to a smart, stable, financial future.
    If you’d like to see how Grandma’s timeless wealth strategies can work in your life, schedule your free 15-minute coffee chat with us by visiting www.grandmaswealthwisdom.com/call ... just like Grandma would want us to do. 
    Links mentioned on the show: 
    Video about Ozinga: https://youtu.be/ucP_o0QXD48
    Youtube Playlist about Profit First: https://youtube.com/playlist?list=PL-TdbcVNkUZjZEa8Q3aNC_rjNJFOMPUXn
    Increase your profits if you’re self-employed: http://grandmaswealthwisdom.com/profit

    • 23 min
    When It’s Smart to Pay Interest

    When It’s Smart to Pay Interest

    Many people are taught that they should never take on debt. You get money in the short term, but you have to pay back more than you borrowed because you’re paying interest. 
    It might sound like interest is just another unnecessary expense. And you shouldn’t pay interest for years just to watch football on a bigger TV. But there are cases when interest isn’t harmful. In fact, there are cases when interest is a better investment than most stocks! 
    In this episode, you’ll find out when paying interest grows your wealth for the long-term—and when you should stay away from any type of interest. 
    Want to make the most of your financial future? Listen now!
    Show highlights include: 
    How to use an “expensive” mortgage to grow your wealth for the next 30 years. (2:04) Why starting a business on a giant loan can make you wealthier than any stock market portfolio. (5:44) Why buying lattes at your favorite coffee shop doesn’t kill your retirement (and how to build a wealthy retirement by taking on loans instead) (12:37) How paying $1150 in interest for a car can make you wealthier in retirement if you have the right life insurance. Remember to download Grandma’s Top Tips for an Independent Financial Future by dropping into https://grandmaswealthwisdom.com/free/. It's time for YOU to break through to a smart, stable, financial future.
    If you’d like to see how Grandma’s timeless wealth strategies can work in your life, schedule your free 15-minute coffee chat with us by visiting www.grandmaswealthwisdom.com/call ... just like Grandma would want us to do.

    • 21 min
    How to Create Passive Income for Life

    How to Create Passive Income for Life

    Passive income sounds great: You get money from something long after you’ve put in the work. And if your passive income exceeds your salary, you’d never have to work again!
    But, like most things, passive income isn’t as easy as people in YouTube Ads make it sound. But it’s not impossible either. If you want to get passive income, you need to do your research and put in the work. But you don’t have to figure it all out yourself. 
    In this episode, you’ll discover 3 ways to get passive income that actually work. You’ll find out the pros and cons for each so that you can make an informed decision about which way to go. 
    Ready to find out the truth about passive income? Listen now!
    Show highlights include: 
    Why retiring with a 401k keeps you living paycheck to paycheck in your “golden years”. (5:14) How to get passive income from the work of others (without managing people all day) (8:56) Why a big portfolio of rental properties can tank your net worth (even if you’re rich on paper). (12:28) The boring, but safe method that gives you steady passive income without the risk of starting your own business.  (17:29) How to take your retirement assets off the stock market roller coaster and ensure your wealth grows until you retire. (22:25) Remember to download Grandma’s Top Tips for an Independent Financial Future by dropping into https://grandmaswealthwisdom.com/free/. It's time for YOU to break through to a smart, stable, financial future.
    If you’d like to see how Grandma’s timeless wealth strategies can work in your life, schedule your free 15-minute coffee chat with us by visiting www.grandmaswealthwisdom.com/call ... just like Grandma would want us to do.

    • 30 min
    How to Never Be Poor

    How to Never Be Poor

    There’s no step-by-step plan to get rich. Even if your career is skyrocketing, you might have to care for a parent, lose your job or have a terrible accident. Things outside of your control can always get in the way. 
    But you can ensure you’ll never be poor with simple financial strategies that keep you out of financial trouble. In this episode, you’ll find out how to shield yourself from poverty so you never have to worry about how to put food on the table. 
    Want to have the peace of mind that you’ll never be poor? Listen now!
    Show highlights include: 
    Why you could already be poor (even if the government wouldn’t give you a dime) (3:20)   Why most homeless people aren’t lazy, dumb or addicts (and how to make sure you never get to that point) (11:55) The “gamble” you make every day (and the simple strategy that protects you from financial disaster) (14:12) How fire drills for pre-schoolers can protect you from ever experiencing poverty. (18:30) How “hiring” each of your dollars for a job gives you financial confidence and lets you brush off major emergencies. (22:18) Remember to download Grandma’s Top Tips for an Independent Financial Future by dropping into https://grandmaswealthwisdom.com/free/. It's time for YOU to break through to a smart, stable, financial future.
    If you’d like to see how Grandma’s timeless wealth strategies can work in your life, schedule your free 15-minute coffee chat with us by visiting www.grandmaswealthwisdom.com/call ... just like Grandma would want us to do.

    • 28 min
    Grandma + Frugal = A Surprising Perspective on Smart Buys

    Grandma + Frugal = A Surprising Perspective on Smart Buys

    If you’re like most people, you don’t want to spend money on things that don’t matter. Designer clothes, fancy cars and a new smartphone every year - that doesn’t make you happy. And it certainly doesn’t grow your wealth for the long term. 
    But you also don’t want to be cheap. Never splurging on something denies you joyful moments to have money you’ll never spend. 
    Luckily, the alternative to mindless spending isn’t penny-pinching. It’s frugality. When you’re frugal, you’re mindful of your expenses without denying yourself the things you love most. 
    In this episode, you’ll find out how to build a life full of joyful experiences that doesn’t keep you living paycheck to paycheck. Want to live a frugal life? Listen now!
    Show highlights include: 
    Why “expensive” $5 coffee is a great investment (even if finance gurus think it bankrupts you). (5:20) How “PMI” can add hundreds to your home loan every month without you noticing it. (13:03) How to lower your insurance bills with a 5-minute phone call. (14:26) A simple question that makes salespeople, handymen and other businesses give you a discount. (18:40) Remember to download Grandma’s Top Tips for an Independent Financial Future by dropping into https://grandmaswealthwisdom.com/free/. It's time for YOU to break through to a smart, stable, financial future.
    If you’d like to see how Grandma’s timeless wealth strategies can work in your life, schedule your free 15-minute coffee chat with us by visiting www.grandmaswealthwisdom.com/call ... just like Grandma would want us to do. 
    Links mentioned on the show: 
    https://youtu.be/dDmOnrW9wUU

    • 22 min

Customer Reviews

4.9 out of 5
34 Ratings

34 Ratings

Wealth Accumulator ,

Thank you!

Thank you for the wonderful content! I look forward to each episode :)

DH Maverick ,

On the Money

Grandma’s Wealth Wisdom is “on the money” in terms of financial and wealth building content. I especially appreciate the action items and wealth journal resources associated with applicable episodes.

Nate@socialmediablueprint ,

if you have a 40/60 bond to stock ratio

Amanda and Brandon are on fire! I'm impressed that they are fact based. Each episode they bring the facts first and then teach the lesson is a short form that resonates. I appreciate you both doing these and look forward to more :)

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