Wealth Wisdom Financial Podcast

Brandon Neely and Amanda Neely, CFP®
  • 4.8 (52)
  • INVESTING
  • UPDATED WEEKLY
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. 5H AGO

    Stop Believing THESE Debt Myths (Before It's Too Late)

    Are you throwing money away each month and working extra hours just to pay interest? The average American pays $8,000 per year in interest alone. That's $667 every month! But the real cost isn't just the dollars—it's the extra hours you work to pay those bills. In this eye-opening episode, we expose five dangerous debt myths that could be forcing you to work harder than necessary: Why making minimum payments on credit cards could keep you in debt for 22+ years The hidden trap in Parent PLUS loans that could delay your retirement When NOT touching your home equity is actually costing you money The surprising truth about reverse mortgages (they're not always bad!) Why "all debt is bad" thinking might be limiting your wealth-building potential Key Quote: "I realized I was working for my debt instead of having my debt work for me. Once I understood the difference between productive and destructive debt, everything changed." Whether you're carrying credit card balances, considering college funding options, or wondering about your mortgage, this episode will help you identify which debts are holding you back and which might actually help you build wealth—allowing you to work less while achieving better financial outcomes. Ready to rethink your relationship with debt? Connect with us for a complimentary debt strategy session at wealthwisdomfp.com/call   01:24 Meet the Team 02:41 The Cost of Debt in America 07:32 Debt Myth #1: Credit Card Minimum Payments 14:58 Debt Myth #2: Parent Plus Loans 25:59 Debt Myth #3: Mortgage Rates and Home Equity 29:48 Exploring Home Equity Loans 30:08 Comparing Interest Rates and Savings 30:56 Understanding Home Equity Loan Payments 32:41 The Concept of Home Equity Loans 36:31 Reverse Mortgages: Pros and Cons 45:12 Evaluating 401k Loans 48:36 Good Debt vs. Bad Debt 53:12 Bank on Yourself Policy Loans 55:17 Wrapping Up and Final Thoughts   Watch on YouTube here: https://youtu.be/owG5LW26xlo

    59 min

  2. APR 23

    Work-Life Integration for Business Owners

    Is your business taking over your life? Meet Sophia. She runs a bakery. She almost quit because work consumed all her time. Now she takes six weeks of vacation every year. Her bakery makes more money than before. She spends quality time with her family. Learn five simple ways to blend work and life better: Link your business to what matters most to you Be more than just a business owner Work when your energy is highest Set clear rules for using technology Build personal wealth through your business We tackle common worries. "My clients need instant replies." "My business needs me all the time." Real business owners share how they solved these problems. Key Quote: "Work-life integration creates a system where your business and personal life support each other, not compete." Do you think about work during family time? Can't remember your last real vacation? This episode is for you. We share practical tips to make your business improve your life. Get our "Integration Blueprint" in the Wealth Wisdom Financial Community: wealthwisdomfp.com/community 00:00 Introduction to Sophia's Story 00:52 Welcome to Wealth Wisdom Financial Podcast 01:32 The Concept of Work-Life Integration 02:26 Mindset Shift: From Balance to Integration 06:39 Core Practices for Work-Life Integration 07:04 Purpose Alignment 07:41 Identity Expansion 09:12 Energy Management 10:57 Technology Boundaries 12:57 Financial Integration 15:27 Addressing Common Objections 21:51 Conclusion and Call to Action   Watch on YouTube: https://youtu.be/BtfKGk_UdHg

    28 min

  3. APR 16

    Delegation Strategies for Control-Freak Entrepreneurs

    Are you working harder than ever but feeling stuck at the same income level? The number one problem holding back most entrepreneurs is the inability to delegate effectively. In this episode, you will meet James, a web designer who collapsed from exhaustion after working 80-hour weeks. Why? Because "nobody could do it as well as he could." One year later, his team handles 90% of client work while he works just 30 hours weekly—and profits are up 40%. Discover the Time-Money Matrix framework that will transform how you think about delegation: How to identify which tasks you must keep and which you should delegate first Why the "it's faster to do it myself" mindset is actually costing you thousands The surprising reason many "delegation disasters" happen (and how to prevent them) Why delegating high-value tasks is BETTER for your business than doing them yourself We also address common objections from control-freak entrepreneurs. Have you ever thought, "My clients only want to work with me" or "I've tried delegating before, and it was a disaster"? We have, too! Learn how we got over it. Key Quote: "Your highest value as a business owner isn't in doing every task. It's your strategic vision, relationship building, and ability to see opportunities others miss. These are the true areas where you're irreplaceable." Welcome solopreneurs considering your first hire. Bienvenidos, established business owner struggling to step away from day-to-day operations. This episode provides a practical roadmap for breaking free from being the bottleneck in your own business. Get our complete "Delegation Starter Kit" in the Wealth Wisdom Financial Community today: wealthwisdomfp.com/community 00:00 Are You the Bottleneck in Your Business? 00:05 Meet James: A Case Study in Delegation 01:19 Welcome to Wealth Wisdom Financial Podcast 01:57 The Delegation Dilemma 04:15 Introducing the Time Money Matrix 05:39 Delegation Quadrants Explained 09:07 The Control Freak Zone 10:32 Financial Planning: What Not to Delegate 13:01 Real-Life Delegation Success Stories 19:37 The Life Time Money Matrix 24:37 Final Thoughts on Delegation and Financial Freedom   Watch On YouTube Here: https://youtu.be/8YAVMKaWcy0

    29 min

  4. APR 9

    Small Business Owners Must Set Boundaries To Achieve Success

    Are you slowly killing your business by failing to set boundaries? In this essential episode, we reveal why the real cause of many business failures isn't competition or the economy – it's boundary issues that lead to financial depletion and burnout. Discover the four critical boundaries every successful business needs: Time boundaries that protect your most valuable resource Service boundaries that create focus and expertise Financial boundaries that ensure sustainable profitability Communication boundaries that allow for proactive growth rather than reactive firefighting We also tackle common objections from entrepreneurs who fear setting boundaries will cost them clients or opportunities, with real-world examples showing how proper boundaries actually attract better clients willing to pay premium rates. Key Quote: "Boundary-setting isn't about building walls. It's about creating systems that allow your business to serve others without depleting its most valuable resource: you." Whether you're struggling with clients who don't respect your time, difficulty maintaining work-life separation, or challenges charging what you're worth, this episode provides practical strategies for establishing boundaries that protect both your well-being and your bottom line. Get our complete "Business Boundary Blueprint" in the Wealth Wisdom Financial Community today: wealthwisdomfp.com/community 00:00 The Hidden Threat to Small Businesses 01:09 Welcome to Wealth Wisdom Financial Podcast 01:47 The Importance of Setting Boundaries 03:20 Statistics on Business Failures 05:54 Types of Boundaries for Business Success 14:30 Overcoming the Fear of Setting Boundaries 19:35 Conclusion and Final Thoughts   Watch on YouTube: https://youtu.be/twO_IOMVViI

    25 min

  5. APR 2

    How to Work Less & Earn More in Your Business

    Are you trapped in the cycle of working more hours but seeing less profit?   In this eye-opening episode, we explore the transformative journey of Lisa, a marketing consultant who went from working 70+ hour weeks and missing her daughter's birthday to running a thriving business on just four days a week while doubling her income.   Discover the three-part strategy that changed everything for Lisa: How implementing Profit First (even at just 1% initially) transformed her relationship with money Why establishing a Bank On Yourself policy gave her the confidence to transform her client relationships The exact script she used to transition from hourly billing to value-based pricing that tripled her rates   We also address common objections from business owners in various industries, with examples of how they adapted these strategies to their unique situations.   Key Quote: "The real transformation wasn't just in Lisa's bank account but in her relationship with both money and time. She no longer feels owned by her business or controlled by client demands."   Whether you're drowning in client work, struggling with inconsistent cash flow, or simply tired of missing life's important moments, this episode provides a practical roadmap to working less while earning more.   Want more? Get our "Work Less, Earn More" case study pack in the Wealth Wisdom Financial Community by becoming a premium member here: https://www.wealthwisdomfp.com/community.   00:00 Introduction to Sam's Story 00:40 Welcome to Wealth Wisdom Financial Podcast 01:33 The Importance of Long-Term Tax Planning 03:03 Planning for a Business Sale 08:32 Estate Planning and Business Succession 12:29 Retirement Tax Planning for Business Owners 19:13 Conclusion and Next Steps   Watch On YouTube: https://youtu.be/1pGip0hlQeU

    20 min

  6. MAR 26

    Business Owner's Guide to Life-Long Tax Planning

    Could your current tax strategies be creating a ticking time bomb for your future? Sam built a successful business for 30 years. Then, he lost nearly half their $2 million sale price to unexpected taxes. In this forward-thinking episode, we explore tax planning beyond just this year's return. You'll discover: Three critical tax-planning timeframes most business owners completely ignore How to structure your business today to save taxes when you eventually sell Estate planning strategies that protect your business legacy from excessive taxation The surprising ways business profits can increase your Medicare costs in retirement Key Quote: "The tax strategies that work great for your business today might actually set you up for bigger tax headaches down the road." Listen now to learn how you can develop a comprehensive tax strategy that serves your business well through every life stage. Get your free "Business Owner's Legacy Planning Guide" in the Wealth Wisdom Financial Community. www.wealthwisdomfp.com/community     00:00 Introduction to Sam's Story 00:40 Welcome to Wealth Wisdom Financial Podcast 01:33 The Importance of Long-Term Tax Planning 03:03 Planning for a Business Sale 08:32 Estate Planning and Business Succession 12:29 Retirement Tax Planning for Business Owners 19:13 Conclusion and Next Steps   Watch on YouTube here: https://youtu.be/0aMY5WxljCc

    22 min

  7. MAR 19

    Bookkeeping Systems for Busy Entrepreneurs

    Is your "I'll do the bookkeeping later" approach quietly sabotaging your business success?   Maria discovered her retail shop was hemorrhaging $28,000 on an unprofitable product line. Never didn't realize it earlier because she couldn't see the numbers clearly.   In this practical episode, we share the simplest bookkeeping system that actually works for busy entrepreneurs. You'll discover: The "Daily 5-Minute Money Check" that transformed Maria's business finances Which tools are essential versus nice-to-have for businesses at different stages How to set up a system you'll actually use (instead of avoiding) The unexpected ways good bookkeeping leads to better business decisions   Key Quote: "The perfect bookkeeping system you'll use 'someday' isn't nearly as valuable as a good-enough system you'll actually use today."   Listen now to learn how you can transform financial chaos into clarity with just 5 minutes a day.   Get your free "5-Minute Money Check Success Kit" in the Wealth Wisdom Financial Community at wealthwisdomfp.com/community.   00:00 Introduction to Bookkeeping Challenges 00:45 Welcome to Wealth Wisdom Financial Podcast 01:23 The Importance of Clean Books 03:58 The Daily 5 Minute Money Check 06:41 Tools for Efficient Bookkeeping 10:53 Maria's Story: The Cost of Neglecting Bookkeeping 12:37 Conclusion and Resources   Watch on YouTube Here: https://youtu.be/abi1Pm-FchQ

    14 min

  8. MAR 12

    Small Business Tax Mistakes

    Are your tax deductions putting your business at risk? Meet Toni, a wedding photographer who nearly lost everything over $12,000 in questionable deductions that triggered an IRS audit. In this episode, we unpack the most common tax mistakes small business owners make and how to avoid them. You'll discover: Three legitimate deductions many business owners miss completely The dangerous deductions that put Toni in the IRS crosshairs Why "but my friend's accountant lets them do it" isn't a defense Simple systems to keep your business audit-resistant Key Quote: "The most expensive tax mistakes aren't usually from missing the big obvious deductions. They come from either missing lots of small legitimate deductions because they seem too simple to count, or from claiming questionable deductions because 'everyone does it.'" Listen now to learn how to claim what you're entitled to while keeping your business safe from costly audit troubles. Get your free "Small Business Deduction Checker" in the Wealth Wisdom Financial Community at wealthwisdomfp.com/community.   00:00 Introduction: Avoiding a $12,000 Tax Mistake 00:47 Welcome to Wealth Wisdom Financial Podcast 01:25 Tony's Tax Troubles: A Cautionary Tale 03:08 Commonly Missed Deductions 05:51 Deductions That Can Get You in Trouble 09:51 The Importance of Proper Tax Planning 13:50 Conclusion and Resources   Watch on YouTube here: https://youtu.be/kCpv4boE5zI

    17 min
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4.8
out of 5
52 Ratings

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.

Information

  • Creator
    Brandon Neely and Amanda Neely, CFP®
  • Years Active
    2018 - 2025
  • Episodes
    102
  • Rating
    Clean
  • Copyright
    © 2018-2024
  • Show Website
    Wealth Wisdom Financial Podcast

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