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 • 49 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.

    Real Estate Investors Biggest Fail

    Real Estate Investors Biggest Fail

    What do you think is the most common mistake real estate investors make? See if we come up with the same answer in this episode.
    Hint: We mention Arthur Guinness of Dublin, Ireland. He's the legend behind Brandon's favorite beer.
    Plus, we share 3 crucial steps to avoid this common mistake. One of these steps includes a way to save thousands of dollars and wasted time on a critical component of financial planning.
    Real estate investors, pay close attention. Others, you could be making this mistake too. Listen and evaluate your own mindset and actions!
     
    Links Mentioned in the show:
    Craft an estate plan with worrying about how many hours it'll cost in fees or about your information being sold here: https://www.estatedocspro.com/a/wealthwisdomfp Ready to chat about what you want life to be life when you're 95 and how to get there? Schedule a Discovery Call to get started on a comprehensive financial strategy here: https://www.wealthwisdomfp.com/call Get our best insights on turning chaos to still in Five Smooth Stones here: https://www.wealthwisdomfp.com/shop  
     
    00:00 Introduction to Real Estate Investing
    01:54 The Pitfalls of Short Term Thinking
    02:27 The Chaos of Short Term Thinking
    02:43 The Journey of a Real Estate Investor
    04:06 The Burden of Real Estate Investing
    05:11 How to Avoid the Chaos in Real Estate Investing
    05:36 Three Big Ideas for Successful Real Estate Investing
    10:59 The Importance of Estate Planning
    15:01 Taking Action in Real Estate Investing
    17:42 Conclusion and Next Steps
     
    Watch this episode on YouTube here: https://youtu.be/raSWt32zhgk 

    • 18 min
    Your Money or Your Passion

    Your Money or Your Passion

    Many entrepreneurs face a dilemma of balancing financial stability and pursuing passion.
    First of all "balance" is too heavy of a target. How about a mix?
    Join Amanda as she lays out five core principles shaped as '5 P's' of combining passion and profit. The 5 P's offer a thoughtful blend of history, practical, and inspiration. Ready for a fulfilling professional and personal life where passion and profit complement each other?
    Don't forget Purpose to add a triple-bottom line to the 5 P's.
    Want more inspirational and practical content like this? Join the Wealth Wisdom Financial Community here: https://www.wealthwisdomfp.com/community.
     
    00:01 Introduction: The Dilemma of Passion vs. Profit
    01:18 Personal Journey: Balancing Passions and Entrepreneurship
    02:59 Historical Inspirations: Learning from Successful Figures
    05:50 Five Principles for Combining Passion and Profit
    15:47 The Role of Purpose in Passion and Profit
    18:58 Join the Wealth Wisdom Financial Community
    20:27 Conclusion: Live Long and Profit
     
    Watch this episode on YouTube here: https://youtu.be/qppcGGkm4ac

    • 21 min
    Profit First: How It's Going 5 Years Later (Part Two)

    Profit First: How It's Going 5 Years Later (Part Two)

    Watch this episode on YouTube:
    https://youtu.be/m45N7dByxPA  
     
    What if you had a flowchart for your money? What if you could easily see how every dollar that enters your sphere flows through your ecosystem? Would you like to see someone else's flowchart too?
     
    In this week's podcast, we reveal the exact flowchart we use today. It's our 1-page money "treasure map." Of course, we visually demonstrate the Profit First method on our map, dividing our income into different categories and guiding you through the process. We also delve into what we believe is the most important part of our flowchart: "The Vault."
     
    If you're someone who learns better through visuals, this could be just right for you.

    While your money map might look different from ours, we hope our journey can still offer valuable insights for your financial adventure!
     
    Links mentioned in the show:
    Watch the older, 1 hour 20 minute version here: https://youtu.be/L-HRPFhiaFw?si=QhG02S51EQB1iESt. Around the 53 minute mark in is where we show our old money map. We'll show the update in the next episode.  
    If you're thinking about implementing Profit First, on average it takes a year.  We shortened the process to 12 weeks in our Implement Profit First in 12 Easy Steps. You can claim your access at: www.wealthwisdomfp.com/profit  
    Tip: Get a preview of the online quest here: https://wealthwisdom.mn.co/posts/implement-profit-first-in-12-easy-steps-welcome-watch-me-first  
     

    • 25 min
    Profit First: How It's Going 5 Years Later (Part One)

    Profit First: How It's Going 5 Years Later (Part One)

    Are you considering Profit First for your business or side hustle? Using Profit First but unsure how it'll work as you grow your revenue?

    Then, you'll love this episode where we revisit Profit First after fully using it for 5 years and seeing our business grow by leaps and bounds. We even share a couple hacks we use to save time and implement efficiently. One of those hacks is how we use YNAB (You Need A Budget) along with Profit First. Another is about an account we added to the core 7.

    Finally, don't forget (1) to click these links to discover more of how you might implement Profit First faster and easier and (2) to subscribe so you don't miss part 2.
     
    Links mentioned in the show:
    Watch the older, 1 hour 20 minute version here: https://youtu.be/L-HRPFhiaFw?si=QhG02S51EQB1iESt. (Around the 53 minute mark in is where we show our old money map. We'll show the update in the next episode).  
    If you're thinking about implementing Profit First, on average it takes a year. We shortened the process to 12 weeks in our Implement Profit First in 12 Easy Steps.  
    Claim your access at: www.wealthwisdomfp.com/profit.  
    Tip: Get a preview of the online quest here: https://wealthwisdom.mn.co/posts/implement-profit-first-in-12-easy-steps-welcome-watch-me-first  
    Watch this episode on YouTube: https://youtu.be/ll98hpdj_ZI

    • 19 min
    Why Budgets Don't Work and What Does

    Why Budgets Don't Work and What Does

    This week, we talk about budgeting and why it can be a bit tricky. I (Amanda) will share my stories about budgeting, going all the way back to when I was in middle school. I'll also show you a budgeting app called Y.N.A.B. (You Need a Budget) and share my own way of using it.
     
    We'll also take you to the "Cash Flow Control Room," a safe place for managing your money. Plus, we'll invite you to join the Wealth Wisdom Financial Community. In our online community, we have a course about using the Y.N.A.B. app. And guess what? For a short time, we're offering an 80% discount on our premium membership! Watch now!
     
    Links Mentioned in the Episode
     
    Join the Wealth Wisdom Financial Community here now before the discount disappears: https://wealthwisdom.mn.co/plans/305293?bundle_token=4556d6d7654de8f6260367dfbc9e9241&utm_source=manual  
     
    Learn more about how we budget in Manage Cash Flow Like a Millionaire here: https://www.wealthwisdomfp.com/ynab  
     
    Try YNAB and get a free month when you sign up (we get a free month too!): https://ynab.com/referral/?ref=RzDArtdB4Y-ZA8T5  
     
    Watch this episode on YouTube:
    https://youtu.be/_q8yh6nndE4

    • 22 min
    Banking On Ourselves: How It's Going 10 Years Later

    Banking On Ourselves: How It's Going 10 Years Later

    In this week's podcast, we joyfully commemorate the ten-year anniversary of our Bank On Yourself® policy. Throughout the episode, we take a trip down memory lane, reflecting on the past decade and sharing insights into how we've evolved and flourished both personally and as business owners by embracing this transformative mindset. The impact of this concept on our lives has been profound, shaping our journey in ways we never anticipated.
     
    Furthermore, in this episode, we delve into the discussion about the ideal time to initiate a Bank On Yourself policy, and the resounding answer is now. We break down the notion that, while we might have pursued higher returns elsewhere, the Bank On Yourself policy has provided us with a robust and steady foundation for cultivating our wealth. This stable groundwork was a crucial need for us a decade ago, illustrating the enduring value of this financial approach in achieving long-term prosperity.
     
    FACT CHECK: Our documentary screening was July 23rd, not March 23rd*
     
    Links mentioned:
     
    Signup for the Wealth Wisdom Week Waitlist Here: (get access to live-stream link or video recording released later that day) https://zfrmz.com/fLAZkY7Uj3HBT8Bj5i2M  
    What is Bank On Yourself®? video: https://youtu.be/tI-GMOVOpQE  
    Watch this episode on YouTube: https://youtu.be/401ELp4qiMk

    • 29 min

Customer Reviews

4.8 out of 5
49 Ratings

49 Ratings

Bkay126 ,

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!!

Jaydw22 ,

Knows his stuff!

Brandon is fun to listen to and he brings a humble approach to building wealth

malikt ,

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!

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