100 episodes

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.

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

    • Business
    • 4.8 • 44 Ratings

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.

    The Thousands-Year-Old Retirement Alternative Hitting the Mainstream (Episode 127)

    The Thousands-Year-Old Retirement Alternative Hitting the Mainstream (Episode 127)

    What fads have you taken part in, from fashion trends to fad diets to financial fads?
    When planning for your future, would you rather rely on a fleeting craze or a time-tested financial strategy?
    This week, we share another alternative to the 401(k) that is thousands of years old and MORE than just a retirement savings plan!
    Ready to ditch the fads and discover this long-lasting alternative? Listen now!
     
    SHOW HIGHLIGHTS:
    The most surprising thing about the aging trends (3:07) The #1 factor that impacts someone's ability to have a positive health environment (4:36) The retirement alternative that has been around for thousands of years (7.43) Several criticisms of this alternative to consider (8.28)  
    LINKS MENTIONED IN THE SHOW:
    Schedule a Discovery Call at https://www.wealthwisdomfp.com/call Get a FREE consumer guide to annuities to start learning if and how one fits into your financial strategies: https://www.bankonyourself.com/guaranteed-lifetime-income-consumer-guide?wp_src=AN79A&srcp

    • 14 min
    How to Save for Retirement and Enjoy Life Now (Episode 126)

    How to Save for Retirement and Enjoy Life Now (Episode 126)

    Would you rather save for retirement or enjoy life now? We believe you shouldn’t have to choose one or the other!
    You shouldn’t have to sacrifice your happiness today in order to prepare for tomorrow, but you also shouldn’t sacrifice security in the future in order to live your life today.
    Last week, we shared why we should NOT invest into a 401(k), and this week we have an alternative for you to consider, whether or not you plan to retire!
    Ready to discover how to save for the future AND enjoy life now? Watch now!
     
    SHOW HIGHLIGHTS:
    4 clues to describe a 401(k) alternative that allows you to plan for the future AND enjoy life today (3.57)  The answer revealed, plus a bonus 5th attribute (6.46)  Some cons you should consider before choosing this alternative (8.15)  
    LINKS MENTIONED IN THE SHOW:
    Schedule a Discovery Call at https://www.wealthwisdomfp.com/call  Check out our Unofficial Guide to Bank On Yourself® here: https://www.wealthwisdomfp.com/boy 

    • 13 min
    Why Should We STOP Investing Into a 401(k)? (Episode 125)

    Why Should We STOP Investing Into a 401(k)? (Episode 125)

    Do you have a 401(k)?
    Many do!
    But did you know that the 401(k) was created accidentally?
    Were you aware that one of the first people to establish a 401(k) later called it “a monster” that should be “blown up”?
    Unfortunately, many people blindly follow the paths set by financial gurus, trusting and believing in the benefits without really considering the cons!
    That’s why, in today’s episode, we discuss several objections to 401(k)s that may just change how you think about them!
    Listen now!
     
    SHOW HIGHLIGHTS:
    Shocking historical facts about 401(k)s (3.11) The 3 biggest objections to 401(k)s you should consider (6.44) Some 401(k) benefits to keep in mind (10.38)  
    LINKS MENTIONED IN THE SHOW:
    Schedule a Discovery Call at wealthwisdomfp.com/call  Read more about the history of the 401(k) here: https://www.marketwatch.com/story/the-inventor-of-the-401k-says-he-created-a-monster-2016-05-16

    • 14 min
    Retirement: Why Put Off a Good Thing? (Episode 124)

    Retirement: Why Put Off a Good Thing? (Episode 124)

    Many of us are led to believe that retirement is something that has to wait until we reach our 60s.
    What if we told you that we have a DIFFERENT definition of “retirement” that meant you didn’t have to wait to enjoy your life?
    Who wouldn’t want to plan for the future but also start living the life of your dreams today?!
    Ready to redefine retirement?
    Then watch now to discover how redefining “retirement” can EMPOWER you and help you enjoy your life now AND later!
     
    SHOW HIGHLIGHTS:
    How we redefine “retirement” so you can take control of your future AND present (3.41) Counter-arguments to consider (4.35) How useful is retirement planning (according to a 2022 survey) (10.15)  
    LINKS MENTIONED IN THE SHOW:
    Schedule a complimentary Discovery Call at wealthwisdomfp.com/call Source: https://www.schroders.com/en/us/defined-contribution/dc/retirement-readiness-2022/

    • 12 min
    Financially Free in 2023: The Power of 3

    Financially Free in 2023: The Power of 3

    Financial strategies are like links in a chain: 
    If you take on too much risk, one weak link can turn your business into dust. 
    Luckily, using multiple financial strategies together doesn't have to be complicated to build a successful business. 
    If you want a business that continues to grow, even in times like these when the economy is going through a recession, then pay attention. 
    In this episode, we share three revolutionary financial strategies that ensure you always have enough money to cover expenses, so you can continue to grow your business no matter what the economy is doing. 
    Listen now.
    Show Highlights Include:
    Why having two businesses at the same time sets you up for failure with both (8:30) One underrated financial strategy to get stable returns regardless of how the market is doing (9:29) A little-known software that helps business owners reduce unnecessary spending (11:14) How the “Profit First” strategy helps you pay yourself first (without sacrificing your money for taxes and business expenses) (13:57) Schedule a Discovery Call with us here: http://www.wealthwisdomfp.com/call. 
    Check out the Wealth Wisdom Financial Community at https://www.wealthwisdomfp.com/community

    • 22 min
    Infinite Banking and Bank On Yourself Pros and Cons

    Infinite Banking and Bank On Yourself Pros and Cons

    The financial industry is ripe with bullies and bullying. 
    There's always someone out there trying to coerce and force you into investments that aren’t right for you.
    That is why you must be aware of the common pitfalls of term insurances and learn more about Bank On Yourself policies to protect your hard-earned money.
    In today's episode, Amanda and I share the 4 common criticisms people have about Bank On Yourself and how it compares to other popular investments strategies on the market.
    Listen now!
    Show Highlights Include:
    What you need to do if a financial professional tries to force you into an investment (4:23) Why you make more money with the Bank On Yourself System even if your average rate of return is lower than your other investments (6:01) Why you’re losing thousands of dollars long-term in the stock market (and how you can prevent that) (8:08) The “death benefit” trap that term insurances use to charge you premiums while not giving you a single penny in return (and how you can avoid that) (11:29) #1 surprising reason why 99% of all term policies never pay out a claim (13:41) Schedule a Discovery Call with us here: http://www.wealthwisdomfp.com/call. 
    Our last episode “What is Bank On Yourself and Infinite Banking?” https://youtu.be/uMIPTFC5qBE. 
    How to get an 8% average rate of return and still lose money: https://youtu.be/skQiiKjLPWA. 
    Check out “What’s more important than life insurance?” here: https://youtu.be/Fqh-8rvj7pY. 
    Check out the truth behind no-fee investment accounts in this episode: https://youtu.be/CTInqCvBGlU.

    • 28 min

Customer Reviews

4.8 out of 5
44 Ratings

44 Ratings

Ahansen123456789 ,

Great advice!

Each episode provides awesome/valuable nuggets of info. Thank you!

Richierich72910 ,

Great podcast with great people

Amanda and Brandon are as genuine as you can be. Their wisdom on all things money is guaranteed to help you be in a better place after you listen.

Jimmy-E ,

Down to Earth and Approachable

Great podcast with great content. I have been educating myself about becoming my own bank, and this pod is one to which I continue to return.

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