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

Do you ever wonder:
How does the Infinite Banking concept fit into a comprehensive financial plan? Is it similar to or different from a traditional or a conventional financial method? How does it work with more conventional methods? Who does it work best for? How much should someone put into their policy? Join Amanda Neely, CFP® as she answers these 5 questions generated by AI on how and how NOT to incorporate high-cash-value, dividend-paying whole life insurance into a financial plan.
Yes, there's even a mention of Gandalf!
00:00 Welcome to Wealth Wisdom Financial Podcast
03:15 The Importance of Assumptions in Financial Planning
06:08 Traditional vs. Conventional Financial Planning
08:51 Integrating Infinite Banking with Other Strategies
10:55 Who Benefits Most from Infinite Banking?
14:55 Opportunity Costs and Financial Decision Making
19:15 Personal Experiences with Infinite Banking
 
Links mentioned in the episode:
Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call  
Watch on YouTube here: https://youtu.be/nkcY_oZoYQE 

Curious why Infinite Banking is becoming more and more popular? Ready to learn more about Infinite Banking?
Join our in-house Authorized IBC Practitioner Brandon Neely as he tackles burning questions about this trending financial strategy.
Questions Include:
▶︎ Why is Infinite Banking gaining massive popularity?
▶︎ How is it stacking up against traditional savings methods?
▶︎ How can you know the potential pitfalls you need to avoid?
Get ready for the answer to all these questions as Brandon reveals how to assess if Infinite Banking aligns with your personal goals.
Don't miss this chance to revolutionize your financial future - watch now and discover if Infinite Banking could be your key to unlocking unprecedented wealth!
00:00 Introduction and Setup
01:44 Question 1: Why is Infinite Banking Gaining Popularity?
03:18 Question 2: Infinite Banking vs Traditional Strategies
05:37 Question 3: Misconceptions and Pitfalls
07:44 Question 4: Assessing Suitability for Infinite Banking
10:30 Question 5: Future Threats to Infinite Banking
13:07 Conclusion and Next Steps
 
Links mentioned in the episode:
Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call  
Watch on YouTube here: https://youtu.be/l13svsa4DIQ 
 

What’s better than two Bank On Yourself Professionals helping you understand financial freedom? Obviously, it’s FIVE of them to learn from.
Brandon, Ben, Sarry, Chris, and Ryan are here to tell us how they achieved financial freedom and why they want to help you get there too.
This candid conversation helps you understand the importance of generational wealth, how to create a financial foundation that isn’t volatile, and the impact of financial education. 
These five professionals are sharing with you their unique stories and how they can help you achieve long-lasting financial security. 
 
00:00 Introduction: Discovering Your Passion and Purpose
00:38 Background: The Journey of Banking Yourself Professionals
02:53 Podcast Welcome: Wealth Wisdom Financial
03:52 Infinite Banking: Building a Solid Financial Foundation
05:08 Guest Insights: Why We Bank on Yourself
13:13 Generational Wealth: The Long-Term Impact
18:02 Faith and Finance: A Spiritual Perspective
27:42 Closing Thoughts: Taking Control of Your Financial Future
33:17 Final Call to Action: Schedule Your Discovery Call
 
Links mentioned in the episode:
Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call Grab your very own copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop (physical and digital versions available) Watch on YouTube here: https://youtu.be/aMtCUYRvs6I 

What's the worst thing that can happen to a parent? To lose their child.
During this time it's important to be financially strong, especially when other children are mourning along with the parents.
You might learn some useful money lessons from this experience.
We hope you never lose a child. Here's your chance to hear James' story and learn through his experience.
James shares his life and financial journey, from how he grew up, his first investments, and his current memory care real estate endeavors. He talks about his career history, financial setbacks, and strategies for teaching his children financial literacy. James also talks about his faith and how it helped him during tough times. His story shows why taking smart risks, learning from your experiences, and giving your kids a good money foundation are important.
As James says, "Don't stick your head in the sand." and "Get started with your kids early."
 
00:00 Introduction and Welcome
00:19 James' Personal and Financial Background
02:39 Early Investment Experiences and Lessons
03:48 Questioning Traditional Financial Wisdom
06:05 Transition to Real Estate and Entrepreneurship
10:37 Discovering Wealth Wisdom
19:13 Implementing Financial Strategies for Family
19:46 The Importance of Financial Education for Children
23:32 The Value of Life Insurance Policies
32:05 Reflections on Financial Planning and Advice
43:39 Conclusion and Final Thoughts
 
Watch this episode on YouTube here: https://youtu.be/YQUtHS8d92I

What part of the movie is your favorite? What does your answer reveal about your money story?
 
You might like the opening where the goals are set. You might like the climax where it's most dramatic. You might love a good ending.
 
On your money journey, each stage is critical but how do you make sure the ending is good?
 
Trigger Warning: We talk about faith in this episode but in an interfaith, respectful way. We believe whatever your faith, it's critical to have faith to find meaning and purpose on your financial journey. Are you open to being still and letting God work on your behalf?
 
Don't miss Amanda's prayers (there are 2) for you and your financial journey!
 
00:00 Introduction: What's Your Favorite Part of a Movie?
01:09 A Family's Financial Struggle and Faith
05:59 The Importance of Setting Your Sights
10:19 Finding Strength in Faith and Financial Journeys
15:02 Final Thoughts and Encouragement
 
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 Listen to the song Amanda's paraphrases here: https://open.spotify.com/track/7wDqgBeu73mUT1MSpClMU0?si=621d728884cb4b8c Watch this episode on Youtube here: https://youtu.be/EaPgYUwhSGY 

How do you make your investment decisions? Imagine this: 75% of a certain group of investors make their choices based on what their preferred app shows. That's a staggering number, right?
Now, let’s talk about Tony. He’s a young man who faced significant financial struggles because he was isolated and didn’t have the support he needed. Tony’s story underscores the importance of not going it alone when it comes to your finances.=
Think about the spectrum of investors out there. On one end, we have 'zombie investors' who rely entirely on financial advisors. On the other, there are those who are all about the DIY approach. The real trick? Finding a balance between these extremes.
This episode also sheds light on the broader context of social and financial isolation, especially in the post-pandemic world. We’ll share strategies for building a solid money team using the STILL method. It’s all about engaging with trusted individuals and financial professionals to avoid feeling overwhelmed by financial decisions and to create a supportive community around you.
Ready to take ownership of your financial future? Jump into this episode full steam ahead!
00:00 Introduction: The Power of Mobile Trading
00:47 Tony's Financial Journey: A Cautionary Tale
03:37 Understanding Different Types of Investors
05:24 The Importance of Community in Financial Success
10:27 Building Your Money Team with STILL
13:54 FINRA Report Insights: Investor Behavior
 
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 on YouTube here:  https://youtu.be/lHIxhuqQAp0 
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Conventional financial thinking has left too many people feeling like they should be further along by now. True wealth wisdom brings clarity and purpose on how to make real progress no matter what's happening in the economy or on Wall Street. 
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