Shows
Wealth Wisdom Financial PodcastSecuring Your Business's Future: The Key Person StrategyCould your business survive losing a key team member tomorrow? Most can't - but there's a solution that too few business owners know about. In this episode, we're tackling a critical but often overlooked strategy that could save your business in a crisis (or in the dreaded “I quit effective immediately” situation). Plus, we'll show you how protecting your key people isn't just about avoiding disaster - it's about building stronger loyalty and retention. Key Quote: "Key person protection isn't just insurance - it's a strategic tool that shows your team you value them enough to p...2025-02-2613 minWealth Wisdom Financial PodcastSecuring Your Business's Future: The Key Person StrategyCould your business survive losing a key team member tomorrow? Most can't - but there's a solution that too few business owners know about. In this episode, we're tackling a critical but often overlooked strategy that could save your business in a crisis (or in the dreaded “I quit effective immediately” situation). Plus, we'll show you how protecting your key people isn't just about avoiding disaster - it's about building stronger loyalty and retention. Key Quote: "Key person protection isn't just insurance - it's a strategic tool that shows your team you value them enough to p...2025-02-2613 min
Empowered & Embodied ShowBreaking Free from Money Stress with Amanda NeelySend us a MessageIn this episode of The Empowered and Embodied Show, we explore how to transform financial stress and embrace the journey toward abundance. Our guest, Amanda Neely, CFP®, CEO of Wealth Wisdom Financial and seasoned entrepreneur, shares her story of using intentionality, clarity, and community support to change her relationship with money. Together, we unpack the myths that hold us back, discuss practical steps for financial empowerment, and dive deep into how to navigate the “messy middle” of life’s financial challenges with grace.Amanda highlights how money is a tool, n...2024-12-2453 min
Rock Movers76: The Power of Micro Adjustments in Life with Amanda NeelyWELCOME BACK ROCK MOVERS!
In this engaging conversation, Coach Karen interviews Amanda Neely, a financial expert and CEO of Wealth Wisdom Financial. They discuss Amanda's journey through business challenges, the importance of prioritizing self-care, and the implementation of micro adjustments to achieve a balanced life. Amanda introduces her financial framework, the Still Method, which helps individuals categorize their financial goals and make incremental changes towards financial freedom. The discussion emphasizes the power of belief and the importance of borrowing confidence from others to overcome personal and financial obstacles.
Let me introduce Amanda: Amanda Neely is...2024-12-2031 min
Money Boss Parent#262 – What Financial Risks Should Parents Be Ready to Take with Amanda NeelyToday we’re diving into managing financial risk to build a secure future. Joining me is Amanda Neely, Certified Financial Planner™ and CEO of Wealth Wisdom Financial, who specializes in helping families navigate financial planning with practical strategies that minimize unnecessary risk.Amanda shares her inspiring journey from seeing her parents fight about finances as a middle-schooler to building her own business and becoming a trusted advisor. We explore key topics like understanding risk, debunking myths like "no risk, no reward," and using tools like her "Five Smooth Stones" journal to set goals, track progress, and create fina...2024-12-1140 min
Strategic Advisor BoardEpisode 927 "Leading Ladies": Amanda Neely: Financial Leadership for WomenIn this conversation, Karen Gray and Amanda Neely discuss the unique challenges and opportunities women face in the financial services industry. They explore the concept of leadership, particularly servant leadership, and how it applies to women in finance. Amanda shares her experiences and insights on overcoming gender dynamics, empowering women through financial education, and the importance of aligning financial decisions with personal values. The discussion emphasizes the need for women to take control of their financial futures and the significance of self-awareness in achieving financial goals.Bio: Amanda Neely is a CFP® (C...2024-11-1324 min
The STR SisterhoodAchieve Financial Stability in Your Short-Term Rentals with Amanda NeelyFeeling anxious about the unpredictable world of short-term rental bookings and finances? Don’t fret! The incredible Amanda Neely is here to share her tried-and-true strategies for strengthening your finances and unlocking long-term financial freedom.Join me as I chat with Amanda, one of the most genuine and relatable financial experts you’ll ever meet. Together, we dive deep into mastering the money side of short-term rental business. Get ready to gain valuable insights on essential topics like identifying if you're over-leveraged, building a robust contingency fund, and harnessing the power of percentage-based budgeting to n...2024-10-1550 min
Wealth Wisdom Financial PodcastGrow Your Retirement Money Safely in Turbulent TimesWhat if we told you that your 401(k) might be more of a rollercoaster than a reliable retirement vehicle? (Spoiler alert: For many, it is!) Watch as Brandon and Amanda pull back the curtain on a little-known financial tool that's helping savvy retirees sleep better at night. Have you ever wondered how some people seem unfazed by market crashes? Or why your neighbor Bob is grinning while everyone else is panicking? It's not luck - it's strategy. Are you ready for a crash course in retirement security? It's time to learn how fixed...2024-09-1814 minWealth Wisdom Financial PodcastGrow Your Retirement Money Safely in Turbulent TimesWhat if we told you that your 401(k) might be more of a rollercoaster than a reliable retirement vehicle? (Spoiler alert: For many, it is!) Watch as Brandon and Amanda pull back the curtain on a little-known financial tool that's helping savvy retirees sleep better at night. Have you ever wondered how some people seem unfazed by market crashes? Or why your neighbor Bob is grinning while everyone else is panicking? It's not luck - it's strategy. Are you ready for a crash course in retirement security? It's time to learn how fixed...2024-09-1814 min
Empowered & Embodied ShowNavigating Overwhelm and Decision Fatigue: A Conversation with Amanda NeelySend us a MessageIn this episode from the archives, we’re joined by financial strategist Amanda Neely, who shares her inspiring journey from small-town roots to becoming a beacon of financial empowerment. We dive right into the power of decision-making, the impact of childhood influences on our career paths, and the importance of celebrating our wins along the way. This episode is full of practical strategies for managing cognitive load and avoiding decision fatigue, helping us all find more balance in our lives. Get ready for insightful tips on slowing down, setting priorities, and tuning into yo...2024-09-1748 min
Wealth Wisdom Financial PodcastMake an Impact, Be Tough but Adaptable with Perry MarshallHave you ever wondered why some businesses thrive while others struggle? Or why being agile in today's economy is more crucial than ever? It's not random. Specific principles drive savvy entrepreneurs to stay ahead. Are your business strategies truly effective, or are you being held back by outdated financial wisdom? What if we told you that a single conversation could radically transform your approach to wealth building? (Spoiler alert: It did for hosts Brandon and Amanda!) Watch as Perry Marshall, a renowned business consultant, unveils game-changing insights. It's time to learn...2024-09-0459 minWealth Wisdom Financial PodcastMake an Impact, Be Tough but Adaptable with Perry MarshallHave you ever wondered why some businesses thrive while others struggle? Or why being agile in today's economy is more crucial than ever? It's not random. Specific principles drive savvy entrepreneurs to stay ahead. Are your business strategies truly effective, or are you being held back by outdated financial wisdom? What if we told you that a single conversation could radically transform your approach to wealth building? (Spoiler alert: It did for hosts Brandon and Amanda!) Watch as Perry Marshall, a renowned business consultant, unveils game-changing insights. It's time to learn...2024-09-0459 min
Wealth Wisdom Financial PodcastHow Financial Advisors Prey on Human PsychologyAre your financial decisions truly your own, or are you being puppeteered by hidden psychological forces? What if we told you that your brain might be your biggest obstacle to financial success? (Spoiler alert: It probably is.) Watch as Amanda pulls back the curtain on behavioral economics. Have you ever wondered why you impulse-buy things you don't need? Or why you might feel tempted to sell all your stocks when the market takes a downturn? These aren't just random choices - they're driven by specific quirks in how our brains process financial information and risk. 2024-08-2127 minWealth Wisdom Financial PodcastHow Financial Advisors Prey on Human PsychologyAre your financial decisions truly your own, or are you being puppeteered by hidden psychological forces? What if we told you that your brain might be your biggest obstacle to financial success? (Spoiler alert: It probably is.) Watch as Amanda pulls back the curtain on behavioral economics. Have you ever wondered why you impulse-buy things you don't need? Or why you might feel tempted to sell all your stocks when the market takes a downturn? These aren't just random choices - they're driven by specific quirks in how our brains process financial information and risk. 2024-08-2127 min
Not Your Average Financial Podcast™Episode 362: Amanda Neely’s 5 Tips for Conscious Wealth ManagementIn this episode, we ask:
What is your financial story?
Who is Amanda Neely?
What is the S.T.I.L.L. method?
Would you like to hear additional episodes with Amanda?
What are the 12 principles and the 5 steps?
What is in the book Five Smooth Stones?
What about setting your sights?
What about tracking your in-and-outs?
What about inspecting your progress?
What about looking for the micro-adjustments?
What about living deliberately?
What about goals, visions and dreams?
What about looking out along the horizon?
What about tracking your money (budgeting)?
How might one give every dollar a...2024-08-0900 min
Wealth Wisdom Financial PodcastThe Real Cost of Fees and Why You Should CareAre you intrigued by the hidden impact of fees on your retirement savings? Do you want to uncover the truth about compound interest's 'sneaky dark side'? Watch as Amanda and Brandon expose 5 key places where hidden fees might be lurking in your financial plans. They debunk the myths around compound interest and reveal how even small fees can devour a significant portion of your nest egg over time. Are you ready to learn about the real effects of fees on various financial strategies, including market investments, annuities, and whole-life insurance policies? It's time to take...2024-08-0735 minWealth Wisdom Financial PodcastThe Real Cost of Fees and Why You Should CareAre you intrigued by the hidden impact of fees on your retirement savings? Do you want to uncover the truth about compound interest's 'sneaky dark side'? Watch as Amanda and Brandon expose 5 key places where hidden fees might be lurking in your financial plans. They debunk the myths around compound interest and reveal how even small fees can devour a significant portion of your nest egg over time. Are you ready to learn about the real effects of fees on various financial strategies, including market investments, annuities, and whole-life insurance policies? It's time to take...2024-08-0735 min
Wealth Wisdom Financial PodcastDebunking the Myths: 8 Common Misconceptions About Infinite BankingAre you curious about Infinite Banking? Do you want to sort the facts from fiction? Then watch as Amanda and Brandon address the 8 common misconceptions about the Infinite Banking concept. They debunk myths such as Infinite Banking being a get-rich-quick scheme, only for the wealthy, or a new and unproven concept. It's time to learn more about tax benefits, policy growth, and how Infinite Banking fits into a comprehensive financial plan! Whether skeptical or intrigued, this episode provides the clarity you need to make informed decisions about your personal and business finances. Don't let misinformation...2024-07-3120 minWealth Wisdom Financial PodcastDebunking the Myths: 8 Common Misconceptions About Infinite BankingAre you curious about Infinite Banking? Do you want to sort the facts from fiction? Then watch as Amanda and Brandon address the 8 common misconceptions about the Infinite Banking concept. They debunk myths such as Infinite Banking being a get-rich-quick scheme, only for the wealthy, or a new and unproven concept. It's time to learn more about tax benefits, policy growth, and how Infinite Banking fits into a comprehensive financial plan! Whether skeptical or intrigued, this episode provides the clarity you need to make informed decisions about your personal and business finances. Don't let misinformation...2024-07-3120 min
Wealth Wisdom Financial PodcastThe Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial PlanDo 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 Podcast2024-07-2425 minWealth Wisdom Financial PodcastThe Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial PlanDo 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 Podcast2024-07-2425 min
Wealth Wisdom Financial PodcastInfinite Banking Unveiled: Trends, Strategies, and Pitfalls with Brandon NeelyCurious 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...2024-07-1715 minWealth Wisdom Financial PodcastInfinite Banking Unveiled: Trends, Strategies, and Pitfalls with Brandon NeelyCurious 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...2024-07-1715 min
Wealth Wisdom Financial PodcastFoundation 12: How to Write a Good Ending to Your Financial StoryWhat 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 mea...2024-06-2620 minWealth Wisdom Financial PodcastFoundation 12: How to Write a Good Ending to Your Financial StoryWhat 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 mea...2024-06-2620 min
Wealth Wisdom Financial PodcastNavigating Financial Fires: A Guide to Protecting Your Financial FutureThis episode addresses the six common financial 'fires' or challenges that can potentially derail one's financial well-being. These 6 fires are (1) liquidity needs, (2) long-term disability, (3) loss of life, (4) long-term care, (5) longevity, and (6) legal liability. Get your fire extinguishers ready BEFORE one of these fires hits you or your family! Join your hosts and special guest Mark Willis, CFP®. This episode is full of real-life examples. We also quickly get hopeful with ideas and share a software we offer to our clients: Asset-Map. Asset-Map is a tool visualizing one's financial situation, assets, liabilities, and insurance policies to p...2024-03-1350 minWealth Wisdom Financial PodcastNavigating Financial Fires: A Guide to Protecting Your Financial FutureThis episode addresses the six common financial 'fires' or challenges that can potentially derail one's financial well-being. These 6 fires are (1) liquidity needs, (2) long-term disability, (3) loss of life, (4) long-term care, (5) longevity, and (6) legal liability. Get your fire extinguishers ready BEFORE one of these fires hits you or your family! Join your hosts and special guest Mark Willis, CFP®. This episode is full of real-life examples. We also quickly get hopeful with ideas and share a software we offer to our clients: Asset-Map. Asset-Map is a tool visualizing one's financial situation, assets, liabilities, and insurance policies to p...2024-03-1350 min
Wealth Wisdom Financial PodcastYour Money or Your PassionMany 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...2024-02-1421 minWealth Wisdom Financial PodcastYour Money or Your PassionMany 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...2024-02-1421 min
Wealth Wisdom Financial PodcastProfit 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...2024-01-3119 minWealth Wisdom Financial PodcastProfit 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...2024-01-3119 min
Wealth Wisdom Financial PodcastWhy Budgets Don't Work and What DoesThis 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 u...2024-01-2422 minWealth Wisdom Financial PodcastWhy Budgets Don't Work and What DoesThis 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 u...2024-01-2422 min
Wealth Wisdom Financial PodcastBanking On Ourselves: How It's Going 10 Years LaterIn 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 no...2024-01-1729 min
Wealth Wisdom Financial PodcastMaintaining Clarity as Your Wealth GrowsAs your wealth grows, are you supposed to buy more expensive houses, cars, clothes and everything else? The advertisers and marketers certainly want you to. This episode is for everyone with a growth mindset who will have more money in the future than they do today. What does it look like to embrace clarity and joy as your wealth grows without feeling like you have to "keep up with the Joneses?" Are there examples of wealthy people who still live frugally and enjoy doing it? Listen now to g...2024-01-1022 min
Wealth Wisdom Financial PodcastQuestions to Ask a Financial PlannerIn this week's podcast, we reveal 10 (Essential) Questions to Ask a Financial Planner. Curated over time, we hope that these questions will serve as a solid basis for you to come back and revisit in your lifetime. While we do not answer all of these questions, we give you wisdom as to the why these are great questions to ask and return to. We also reveal our carefully planned Wealth Wisdom Week; a week of five-one hour courses, live, that will help you further your financial experience. Inside of it, you will receive wisdom that w...2024-01-0317 min
Wealth Wisdom Financial PodcastHow to Achieve Financial Freedom in the New YearHow does real, lasting change happen? We think most would agree that New Year's Resolutions are NOT the key to transformation. But what is? In this episode, we share 4 tips for making greater financial freedom possible in the future. The first one might surprise you. The second one might make you cry. The third one is often misunderstood. The fourth one is the most powerful! Take a listen now and then move forward into your future with greater power and confidence to make the change you wish to see in your fi...2023-12-2719 min
Wealth Wisdom Financial PodcastEnding the Year WealthierIn our latest episode, we share three helpful tips to help you end the year with more wealth. We explain that wealth is not just about money; it includes things like good health, strong relationships, and a positive mindset. It's important to consider our overall health when reflecting over the holidays, and contemplating upon the New Year to come. Additionally, we have an exciting holiday surprise for our listeners! As a special invitation, we encourage our audience to join the Wealth Wisdom Financial Community 2.0. In this community, we provide exclusive tips and tricks that go b...2023-12-2015 min
Wealth Wisdom Financial PodcastIs it Risky to Pursue Financial Freedom?In this week's podcast, we explore the different ways people face risks while trying to achieve financial freedom. We also look at the advantages and disadvantages of taking risks, helping you understand how to make decisions that are right for you. We discuss how feelings like fear and anxiety are inner-guides on your path, whether it's risk-taking, or financial freedom. We also uncover the depth of Helen Keller, and how she took risk out of necessity, in order to live a more fulfilling life. So, whether it's financial choices or personal gr...2023-12-1324 minWealth Wisdom Financial PodcastIs it Risky to Pursue Financial Freedom?In this week's podcast, we explore the different ways people face risks while trying to achieve financial freedom. We also look at the advantages and disadvantages of taking risks, helping you understand how to make decisions that are right for you. We discuss how feelings like fear and anxiety are inner-guides on your path, whether it's risk-taking, or financial freedom. We also uncover the depth of Helen Keller, and how she took risk out of necessity, in order to live a more fulfilling life. So, whether it's financial choices or personal gr...2023-12-1324 min
Wealth Wisdom Financial PodcastShortcuts to Financial FreedomIn this latest episode, we dive into the exciting world of Financial Freedom. We explore clever shortcuts that can help people achieve their money goals faster and easier. ChatGPT joins the conversation to share its insights, making the discussion even more interesting. We examine our own thoughts and compare them to ChatGPT's, creating a fun and informative exchange about money matters. During the episode, we don't just talk about financial freedom – we also roll up our sleeves and provide practical exercises. These exercises act like building blocks, helping listeners lay a strong foundation for your jou...2023-12-0621 min
Wealth Wisdom Financial PodcastChaos Theory and MoneyChaos is everywhere, especially in the holiday season. C.onfusion H.aphazardness A.nxiety O.verwhelm S.tress Catch this episode to hear our antidote for holiday shopping and gift giving chaos. No, it's not spend less (but you could). Perhaps chaos isn't in your holiday shopping and gift giving. Maybe it's with money. We apply the same antidote - an antidote that's brought so much calm and order to our financial lives! In fact, it's helped us s...2023-11-2928 min
Wealth Wisdom Financial PodcastMake Everyday a Black FridayIf you asked someone in the late 1800s what Black Friday was, they’d point to Friday, September 24, 1869. We reveal why in this episode and how that original Black Friday impacts our stories today! Don’t worry, we’ll also talk about the current definition of Black Friday in both the US and the UK. As we continue our discussion, we highlight alternative ways to enjoy the holiday season without diving into a shopping frenzy. Most importantly, we break down how to “live in the black” with personal and business profit every day of...2023-11-2221 min
Wealth Wisdom Financial PodcastHow Flexible Can Whole Life Be? With Marty Smith"Whole life is the most common form of permanent insurance. Premiums ... remain the same throughout the policy period." - financial planning textbook Does that mean whole life premiums are inflexible? We asked ChatGPT, "Are whole life premiums flexible?" CHATGPT said: "Yes, whole life insurance premiums can be flexible to some extent, depending on the specific policy and the options chosen by the policyholder." Then, AI gave us 5 ways premiums can be flexible! But just how flexible can whole life insurance premiums be??? Join our...2023-11-1552 minWealth Wisdom Financial PodcastHow Flexible Can Whole Life Be? With Marty Smith"Whole life is the most common form of permanent insurance. Premiums ... remain the same throughout the policy period." - financial planning textbook Does that mean whole life premiums are inflexible? We asked ChatGPT, "Are whole life premiums flexible?" CHATGPT said: "Yes, whole life insurance premiums can be flexible to some extent, depending on the specific policy and the options chosen by the policyholder." Then, AI gave us 5 ways premiums can be flexible! But just how flexible can whole life insurance premiums be??? Join our...2023-11-1552 min
Wealth Wisdom Financial PodcastHow Much Do I Need For Financial Freedom?Do you know your financial freedom number? When will you have enough money to have a comfortable life even if you stop working? How will you know? There's the 4% rule. What about the updated 2.8% rule from Dr. Wade Pfau? One of the biggest fears of retirees is running out of money before they run out of life! We offer a recipe for financial success no matter how long you live. Most people only include 1 or 2 ingredients for financial success. We provide five... Find this...2023-11-0821 minNot Your Average Financial Podcast™Episode 322: Navigating the Underwriting Tunnel of Chaos with Amanda NeelyIn this episode, we ask:
Have you ever been stuck?
What about the uncertainty?
What about the waiting?
What is the underwriting tunnel of chaos?
Who is Amanda Neely?
What about a frank conversation?
What about frustration?
What about making the world a better place?
What about transforming how money works?
What about Bank on Yourself®?
What are the misconceptions?
Who can qualify?
What is bananas?
What about health?
What about giving blood, urine and medical records?
What about assumptions?
Are you too old?
Are you too young?
Are you too sick?
Are you healthy?
Do you have t...2023-11-0335 min
Wealth Wisdom Financial PodcastThe Impact of Interest Rate Increases on Debt vs SavingsIt's no secret the Fed has been raising interest rates over the last couple years. What most don't realize is that the impact of those higher interest rates impacts debt as compared to savings. Imagine you want to buy a car. Taking a car loan at a higher interest rate means you'll pay more interest but do you know how much? Saving up to buy a car with cash is another option. How long will that take with higher interest rates on savings accounts? Join us today to explore the difference be...2023-11-0114 minNot Your Average Financial Podcast™Episode 321: How to Give Your Child the Gift of Bank on Yourself® with Amanda NeelyIn this episode, we ask:
Have you seen this meme?
How many cookies?
What would your 18-year-old self choose?
Who is Amanda Neely?
Would you like to listen to more Not Your Average Financial Podcast episodes with Amanda Neely?
What’s the right time?
What does Amanda wish she had when she was 18?
What did Mark Twain say?
What is Bank on Yourself® and who is Pamela Yellen?
What steps did the father have in mind?
What is the flexibility?
What are the limits?
What is the design?
What about continuing to save?
What about modeling?
How much can...2023-10-2731 min
Wealth Wisdom Financial PodcastThe True Cost of a Home In 2023In this week's episode, Amanda and Brandon talk about something really important - how much it costs to buy a home in 2023. They're like detectives, breaking down all the numbers to find out the truth! You see, things have changed a lot since 2019. Back then, homes were cheaper, and it was easier to get a loan to buy one. But now, in 2023, things have gotten more expensive. Amanda and Brandon are here to help us understand why. They dive into the rising housing rates and interest rates. What does that mean? Well, it means that b...2023-10-2517 minWealth Wisdom Financial PodcastThe True Cost of a Home In 2023In this week's episode, Amanda and Brandon talk about something really important - how much it costs to buy a home in 2023. They're like detectives, breaking down all the numbers to find out the truth! You see, things have changed a lot since 2019. Back then, homes were cheaper, and it was easier to get a loan to buy one. But now, in 2023, things have gotten more expensive. Amanda and Brandon are here to help us understand why. They dive into the rising housing rates and interest rates. What does that mean? Well, it means that b...2023-10-2517 min
Entrepreneur ConundrumAmanda Neely is Transforming Finances and Empowering Entrepreneurs with Personalized Strategies for their WealthIn this captivating podcast episode, I had the pleasure of interviewing Amanda Neely, a certified financial planner. We dived into her journey from being an activist in the nonprofit sector to becoming a successful entrepreneur. Amanda shared invaluable insights on the importance of working with a certified financial planner and how it transformed her business. We also explored different strategies to reach new audiences and the significance of continuous learning in the field. Tune in to gain practical tips on managing money, improving communication around finances, and finding joy in financial planning. Join us as we discuss the challenges...2023-10-2324 min
Wealth Wisdom Financial PodcastHow Much Do You Need to Feel Wealthy?In this week's exciting episode, we dive into the 2023 Charles Schwab Modern Wealth Survey. We chat about a fascinating topic – how much Americans need to feel wealthy. You see, feeling wealthy isn't just about having lots of money; it's about what makes people feel rich and content in their lives. You'll hear us break it down into simple terms, so everyone can understand. During the show, we also explore how different generations, like GenZ, Millenials, and Boomers see wealth. It's pretty cool to learn how these different generations have unique ideas about what it means to...2023-10-1819 min
Wealth Wisdom Financial PodcastEscape Financial Lies and Find Genuine HopeIn this week's exciting episode, Brandon and Amanda team up to uncover some of the misleading information from the Federal Reserve Bank and spread by Dave Ramsey. They want to help you have real hope based on long term perspective so you can make informed decisions about your money. By debunking common misconceptions, they aim to provide you with accurate financial knowledge. But that's not all! Brandon and Amanda have some fantastic wealth-building strategies up their sleeves. They'll show you how to break free from the cycle of debt and savings that might be holding you...2023-10-1119 minWealth Wisdom Financial PodcastEscape Financial Lies and Find Genuine HopeIn this week's exciting episode, Brandon and Amanda team up to uncover some of the misleading information from the Federal Reserve Bank and spread by Dave Ramsey. They want to help you have real hope based on long term perspective so you can make informed decisions about your money. By debunking common misconceptions, they aim to provide you with accurate financial knowledge. But that's not all! Brandon and Amanda have some fantastic wealth-building strategies up their sleeves. They'll show you how to break free from the cycle of debt and savings that might be holding you...2023-10-1119 min
Wealth Wisdom Financial PodcastSolidarity and Fair Pay For AllIn this week's podcast episode, Amanda and Brandon are talking about something really important called "living wages." They want to help us understand what living wages used to be a long time ago and how they are today. Amanda and Brandon won't just talk about the past; they'll also give us some ideas on how we can make more money in our own lives today. They'll share tips and tricks to help us earn more money and have a better future. So, get ready to listen and learn about historical economic thinking about living wages and h...2023-10-0424 minWealth Wisdom Financial PodcastSolidarity and Fair Pay For AllIn this week's podcast episode, Amanda and Brandon are talking about something really important called "living wages." They want to help us understand what living wages used to be a long time ago and how they are today. Amanda and Brandon won't just talk about the past; they'll also give us some ideas on how we can make more money in our own lives today. They'll share tips and tricks to help us earn more money and have a better future. So, get ready to listen and learn about historical economic thinking about living wages and h...2023-10-0424 min
Wealth Wisdom Financial PodcastStories From 5 Years of PodcastingWe are celebrating five years of making podcasts! Look back with us at how their podcasting adventure has changed and grown over time. We share stories about the problems we faced and the cool things we achieved as we work super hard and love what we do. We also share how doing podcasts changed us on a personal level. We show how our own growth connects to the growth of this podcast. We want you to think about something called "The Adjacent Possible." Dr. Stuart Kauffman developed the...2023-09-2716 min
Wealth Wisdom Financial PodcastChange Is In the AirIn this latest podcast episode, we make a significant announcement, revealing that the release date for the podcast is shifting to Wednesdays. This adjustment demonstrates our commitment to providing consistent and valuable content to you. By choosing Wednesdays as the new release day, we are aiming to capture a wider audience base, as mid-week releases can offer listeners an insightful and motivating boost to carry them through the remainder of the week. This change reflects our dedication to enhancing the overall podcast experience and ensuring that our listeners have a reliable source of financial wisdom t...2023-09-2208 minThe STR SisterhoodEliminating Financial Stress As An Airbnb Investor with Amanda NeelyDive in with us as Amanda Neely, a certified financial planner with a flair for real estate, unravels the magic of using Airbnb and short-term rentals as empowering wealth-building avenues. From choosing the right investments to untangling those pesky financial knots that keep us awake at night, Amanda's insights are pure gold.And it doesn't end there…We also delve deep into the heart of the entrepreneurial spirit, exploring the crucial role mindset plays in our investing journey and quest for financial freedom. Whether you're a seasoned Airbnb hostess or...2023-09-1941 min
Wealth Wisdom Financial PodcastHow To Cultivate Financial ImaginationIn today's episode, Amanda delves into the critical topic of setting one's sights on financial goals. She passionately discusses how having clear financial objectives serves as the cornerstone of a successful financial journey. Amanda underscores the significance of imagination in this process, highlighting how it enables us to envision and subsequently cultivate the path we want our financial lives to follow. Through vivid storytelling and practical examples, Amanda illustrates how harnessing our imaginative faculties can spark innovative ideas and inspire us to take action. This imaginative component, she reveals, is the initial step within her comprehensive five-step method for...2023-09-1815 minWealth Wisdom Financial PodcastHow To Cultivate Financial ImaginationIn today's episode, Amanda delves into the critical topic of setting one's sights on financial goals. She passionately discusses how having clear financial objectives serves as the cornerstone of a successful financial journey. Amanda underscores the significance of imagination in this process, highlighting how it enables us to envision and subsequently cultivate the path we want our financial lives to follow. Through vivid storytelling and practical examples, Amanda illustrates how harnessing our imaginative faculties can spark innovative ideas and inspire us to take action. This imaginative component, she reveals, is the initial step within her comprehensive five-step method for...2023-09-1815 min
Wealth Wisdom Financial PodcastOvercome Limiting Beliefs and Go After Your DreamsBack the Money Journal here: http://kck.st/3LfMZ2P Check out Polly's work here: https://www.horacioprinting.com/ In this week's episode, Amanda delves into an inspiring conversation with Polly Payne, the creative force behind Horacio Printing. Together, they explore the profound art of conquering limiting beliefs that can often hold us back from achieving our dreams. Polly shares her own transformative journey and how she overcame her personal hurdles to build a successful business and empower others. Listeners gain valuable insights into the psychology of self-imposed limitations and the practical steps one can...2023-09-1541 minWealth Wisdom Financial PodcastOvercome Limiting Beliefs and Go After Your DreamsBack the Money Journal here: http://kck.st/3LfMZ2P Check out Polly's work here: https://www.horacioprinting.com/ In this week's episode, Amanda delves into an inspiring conversation with Polly Payne, the creative force behind Horacio Printing. Together, they explore the profound art of conquering limiting beliefs that can often hold us back from achieving our dreams. Polly shares her own transformative journey and how she overcame her personal hurdles to build a successful business and empower others. Listeners gain valuable insights into the psychology of self-imposed limitations and the practical steps one can...2023-09-1541 min
Wealth Wisdom Financial PodcastFacing Money GiantsThis week, Amanda delves into a captivating discussion that draws striking parallels between the ancient tale of David and Goliath and their relevance in today's modern world. She skillfully weaves together the timeless narrative of this classic story with contemporary issues, shedding light on their unexpected connections. Through her exploration, Amanda masterfully demonstrates how the enduring themes from this legendary account continue to resonate in our daily lives, offering valuable insights and lessons. This intriguing analysis serves as the cornerstone for Amanda's highly anticipated project, the Money Journal, titled "Five Smooth Stones." In this forthcoming j...2023-09-0815 minWealth Wisdom Financial PodcastFacing Money GiantsThis week, Amanda delves into a captivating discussion that draws striking parallels between the ancient tale of David and Goliath and their relevance in today's modern world. She skillfully weaves together the timeless narrative of this classic story with contemporary issues, shedding light on their unexpected connections. Through her exploration, Amanda masterfully demonstrates how the enduring themes from this legendary account continue to resonate in our daily lives, offering valuable insights and lessons. This intriguing analysis serves as the cornerstone for Amanda's highly anticipated project, the Money Journal, titled "Five Smooth Stones." In this forthcoming j...2023-09-0815 min
Wealth Wisdom Financial PodcastWhat Do You Do First with Money (Big Announcement Inside)In this week's episode, Amanda delves into the intriguing topic of what individuals typically do when they receive their hard-earned money. She provides valuable insights into the fascinating journey our finances embark on once that paycheck or windfall lands in our accounts. Amanda goes a step further, shedding light on the profound connection between our financial choices and our underlying values, emphasizing that where we allocate our money is a direct reflection of what truly matters to us. Moreover, Amanda thoughtfully explores the dichotomy between being controlled by money and achieving financial freedom. She articulates the significance...2023-09-0118 minWealth Wisdom Financial PodcastWhat Do You Do First with Money (Big Announcement Inside)In this week's episode, Amanda delves into the intriguing topic of what individuals typically do when they receive their hard-earned money. She provides valuable insights into the fascinating journey our finances embark on once that paycheck or windfall lands in our accounts. Amanda goes a step further, shedding light on the profound connection between our financial choices and our underlying values, emphasizing that where we allocate our money is a direct reflection of what truly matters to us. Moreover, Amanda thoughtfully explores the dichotomy between being controlled by money and achieving financial freedom. She articulates the significance...2023-09-0118 min
Wealth Wisdom Financial PodcastUsing Leverage Wisely in a Real Estate Market ShiftIn the latest episode of this week's engaging podcast, Amanda delves into the intricacies of utilizing leverage judiciously within the context of a dynamic real estate market shift. With her insightful analysis, she sheds light on the profound impacts of swift interest rate hikes on the intricate tapestry of the real estate landscape. By delving into these effects, listeners gain a deeper understanding of the multifaceted implications that reverberate across the market. As Amanda articulates, one of the prominent repercussions stemming from rapid interest rate escalation is the dwindling housing affordability. Escalating rates translate to higher mortgage costs...2023-08-2522 minWealth Wisdom Financial PodcastUsing Leverage Wisely in a Real Estate Market ShiftIn the latest episode of this week's engaging podcast, Amanda delves into the intricacies of utilizing leverage judiciously within the context of a dynamic real estate market shift. With her insightful analysis, she sheds light on the profound impacts of swift interest rate hikes on the intricate tapestry of the real estate landscape. By delving into these effects, listeners gain a deeper understanding of the multifaceted implications that reverberate across the market. As Amanda articulates, one of the prominent repercussions stemming from rapid interest rate escalation is the dwindling housing affordability. Escalating rates translate to higher mortgage costs...2023-08-2522 min
Wealth Wisdom Financial PodcastStrategy to Create Generational Wealth Through Real Estate is in DangerIn the latest episode, Brandon and Amanda delve into a captivating discussion centered around the multifaceted strategies for crafting generational wealth through the realm of real estate. With a wealth of insights at their fingertips, they unravel the intricate tapestry of tactics that individuals can employ to establish a lasting legacy of financial prosperity. From astute property investments to the art of property flipping and rental income streams, the hosts articulate a comprehensive panorama of opportunities that empower listeners to navigate the dynamic landscape of real estate with acumen and foresight. However, as the conversation unfolds, a...2023-08-1817 minWealth Wisdom Financial PodcastStrategy to Create Generational Wealth Through Real Estate is in DangerIn the latest episode, Brandon and Amanda delve into a captivating discussion centered around the multifaceted strategies for crafting generational wealth through the realm of real estate. With a wealth of insights at their fingertips, they unravel the intricate tapestry of tactics that individuals can employ to establish a lasting legacy of financial prosperity. From astute property investments to the art of property flipping and rental income streams, the hosts articulate a comprehensive panorama of opportunities that empower listeners to navigate the dynamic landscape of real estate with acumen and foresight. However, as the conversation unfolds, a...2023-08-1817 min
Passive Investing PodcastEP #12 - Whole Life Insurance and how to invest with it - Amanda NeelyIn this episode we are here to talk about Whole Life Insurance and some ways you can use it that maybe you aren’t aware of. Our guest, and expert on the subject is Amanda Neely.
Amanda Neely is the founder of Gramma’s Wealth Wisdom. She helps develop personalized financial strategies for individuals and profitability strategies for businesses. Her goal is to help people to take charge of their cash flow, leverage their assets, and increase their profitability in ways that would make their grandma proud.
2023-07-2544 min
Casa De Confidence Podcast | Empowering Women to SucceedThe single fastest way to create confidence is wealth -with Amanda NeelyI want to hear your thoughts about the show and this episode. Text us here...This week on the podcast, Dan, I shared about the wealth of goodness we are grateful for. What is the difference between security and wealth? Is having an abundance of money give you wealth and security? These are some of the questions we explore in today's podcast episode. During our With too many options, we can become paralyzed and not take action in our life. Our guest, Amanda, encourages people who have done dreaming o...2023-04-031h 01Not Your Average Financial Podcast™Episode 281: Is Bank on Yourself® All It’s Cracked Up to Be? with Amanda NeelyIn this episode, we ask:
What have your experiences been with financial planners?
What about insurance?
Why do so many struggle to trust insurance professionals?
How did Mark meet Amanda?
Who is Amanda Neely, CFP®?
What about the education?
What about the exam?
What about the ethics?
What about the experience?
How long did it take Amanda to study and sit for the CFP® exams?
Why did Amanda put herself through this?
What is special about being a fiduciary and a CFP®?
What about Bank on Yourself® type whole life insurance policies?
How many female Certified Financial Planners® are ava...2023-01-2031 min
Empowered & Embodied ShowEp. 31 Dealing with Decision Fatigue with Amanda NeelySend us a MessageThe average human makes more than 35,000 decisions every day. Not all decisions are big decisions, but every decision does take energy for us to make.Decision fatigue happens when decision-making becomes increasingly difficult.So how can we prevent decision fatigue? And what are the signs that we're dealing with it?That's what Kim, Louise, and guest, Amanda Neely of Wealth Wisdom Financial discuss on this Kickass Conversations.Amanda is a small business and financial professional who s...2022-12-0548 min
Pursuit of RelentlessEpisode 113: The Sill Method with Amanda NeelyWelcome to the Pursuit of Relentless Podcast! Today, we are joined by Amanda Neely, who talks about how we can manage our finances to give value to others and ourselves. Amanda used to have a business that did not get much traction despite doing all the usual programs laid out by entrepreneurs. Tune in to learn more about this method.
Here’s what to look out for in this episode:
· Discovering how she can make a difference in this world
· The power of the dollar and how it can transform communities
· The t...2022-10-0743 min
G.E.M. SeriesEpisode 22: Achieve Global and Local Impact through Wealth Wisdom With Amanda NeelyHaving trouble with money can be stressful, but it doesn’t have to be. Take control of your finances and enjoy a new level of freedom. Be worry-free with Neely's financial strategy!
Amanda Neely is the co-founder and CEO of Wealth Wisdom Financial, a personal finance coaching company that helps people break out of the cycle of debt and live a life of financial freedom. She has always been passionate about making a difference in the world. From participating in nonprofit projects to working with finance, she has always advocated for people to live a life of fr...2022-09-2849 min
Business Growth TalksAmanda Neely, who is Founder and CEO of Grandma’s Wealth Wisdom.Send us a textThis is a podcast where I talk to my guests about their journey to success. We talk about their education, experience, current business, and future endeavours. A feature length episode with Amanda Neely, who is Founder and CEO of Grandma’s Wealth Wisdom.Amanda talks about her up bringing and her inspiration was her mother who retrained to provide for her family. We discuss her degree in psychology and her early roles that were in non-profit, but she wanted to be in the community not getting funding for projects in...2022-09-1953 min
Evolvepreneur® Secrets Show For Entrepreneurs with Brian SilverthornS02:08 [Amanda Neely] Make Your Gradma Proud Welcome to the Evolvepreneur Secrets Show for Entrepreneurs
Join me today where we dig deep with our guests and get you the best concepts and strategies to fast-track your business.
My very special guest today is Amanda Neely ...
Amanda Neely is a small business and financial professional. She founded and ran Overflow Coffee Bar, L3C from 2008 through 2018. Now, she shares her experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. Her goal is to work with people to take charge of their cash...2022-09-0621 min
Evolvepreneur Secrets Show For Entrepreneurs with Brian SilverthornS02:08 [Amanda Neely] Make Your Gradma Proud Welcome to the Evolvepreneur Secrets Show for Entrepreneurs
Join me today where we dig deep with our guests and get you the best concepts and strategies to fast-track your business.
My very special guest today is Amanda Neely ...
Amanda Neely is a small business and financial professional. She founded and ran Overflow Coffee Bar, L3C from 2008 through 2018. Now, she shares her experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. Her goal is to work with people to take charge of their cash...2022-09-0621 min
Just As We Are169: The Art of Joy & Wealth with Amanda NeelyToday’s episode is an incredible conversation with financial professional Amanda Neely. Her mission and vision behind Grandma’s Wealth Wisdom is unlike any other financial service out there. Amanda shares her why behind starting this mission with her husband. She goes into the bite-sized simple tips on what you can do with your money to actually start making a difference. Amanda and I talk about bringing femininity into your wealth, her Still Method which will help you get started right away to change your financial blueprint and her top tips for starting a business the right way. This is a...2022-06-0644 minNot Your Average Financial Podcast™Episode 247: Post-COVID Money Pivots with Amanda NeelyIn this episode, we ask:
Who is Amanda Neely?
Would you like to hear Episode 113?
How about an update?
What happened with Amanda’s client?
What about scenarios for the future?
How did the life insurance companies fair over the last two years?
How about some updates?
What happens?
What about stock market volatility?
What about a real life case study?
What about tax?
What about short term capital gains?
What about long term capital gains?
What about the book, Sacred Economics?
What about averages?
What about predicting outcomes?
What about stress tests?
What about insurer stability?
What ab...2022-05-2732 min
Money Loves WomenBanking on Yourself, with Amanda NeelyAmanda Neely is a small business and financial professional. She founded and ran Overflow Coffee Bar, L3C from 2008 through 2018. Now, she shares her experiential knowledge through podcasting and developing personalized financial strategies for individuals and couples, as well as profitability strategies for businesses. Her goal is to work with people to take charge of their cash flow, leverage their assets, and increase their profitability in ways that would make their grandma proud. What You Will Learn: How Amanda’s people-first mentality of financial advising differs from others Why small businesses are able to do more go...2022-05-1844 min
The Game On Girlfriend PodcastHow to Talk About Money as a Family Unit With Amanda NeelyIn today's episode I chat with financial professional and business owner Amanda Neely about the importance of approaching financial strategy as a family unit. I know money can be a bit touchy: how much we're saving, who's earning the most and how much. I'm sure you've experienced it. We all grow up with different ideas about how money is meant to be managed and who is supposed to do it. And then we come together as a family, and sometimes there are competing ideas. It doesn't matter how the money is coming into the family bank account...2022-04-1935 min
The Thirty Girl PodcastS3/80: Leveraging your Finances with Amanda NeelyS3/80: Leveraging your Finances with Amanda Neely
We’re discussing the everything from Assets to income with Podcast host & Owner if Grandmas Wealth Wisdom, Amanda Neely.
Follow Amanda or subscribe to the Podcast @gmswealthwisdom or visit online www.grandmaswealthwisdom.com
………..
SUBSCRIBE & FOLLOW US:
@thirtygirlpodcast @magicinthismess @luvherkey
Facebook,Twitter, Instagram
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Send in a voice message: https://podcasters.spotify.com/pod/show/thethirtygirl/message2022-04-1531 min
The Thirty Girl PodcastS3/80: Leveraging your Finances with Amanda NeelyS3/80: Leveraging your Finances with Amanda Neely
We’re discussing the everything from Assets to income with Podcast host & Owner if Grandmas Wealth Wisdom, Amanda Neely.
Follow Amanda or subscribe to the Podcast @gmswealthwisdom or visit online www.grandmaswealthwisdom.com
………..
SUBSCRIBE & FOLLOW US:
@thirtygirlpodcast @magicinthismess @luvherkey
Facebook,Twitter, Instagram
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Send in a voice message: https://podcasters.spotify.com/pod/show/thethirtygirl/message2022-04-1531 min
Process to ProfitabilityMaking Sure You Benefit Financially in Your Business with Amanda NeelyMoney can be a topic that many business owners avoid talking about or even thinking about, which means that often we put off paying ourselves. Today I’m joined by Amanda Neely of Grandma’s Wealth Wisdom to talk about how you can make sure that you’re benefiting financially in your business. We discuss how you know if you need to pivot your approach to money, why it’s important to bring femininity into the money conversation, and what women who are starting a business need to know about money. We talk about the “Bank On Yourself” concept and how you...2022-04-1412h 41
Shock Your PotentialGrandma‘s Wealth Wisdom - Amanda Neely“If you do not pay yourself first, you'll have to go do something else to sustain yourself.” Amanda Neely
When you are in the business of serving people, striking a balance between sustainability and serving is key to survival. This is according to our guest today, Amanda Neely, who having run a successful business for years, insists that business people need to get their financial status in order so as to ensure profitability and sustainability of their businesses.
Amanda Neely is a small business and financial professional. She founded and ran Overflow Coffee Bar, L3C fr...2021-11-0423 min
A Better Way With Real EstateHow Grandma’s Wisdom Can Help You Financially, with Brandon and Amanda NeelyBrandon and Amanda Neely are small business and financial professionals. They founded and ran Overflow Coffee Bar, L3C, from 2008 through 2018. Now, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and couples and profitability strategies for businesses. Their goal is to work with people to take charge of their cash flow, leverage their assets, and increase their profitability in ways that would make their grandma proud. What you’ll learn about in this episode: How Brandon and Amanda came up with the concept of Grandma’s Wealth Wisdom Why...2021-10-2041 min
Bossy, Brilliant, & BadassTaking Care of your Finances by Learning from the Past (with Amanda Neely)There's a lot of what if’s and unknowns when it comes to taking care of your finances, after all this can be a very complicated process. But maybe there’s a way to make this process easier for you to handle.Meet Amanda Neely, founder of Grandmas Wealth Wisdom. Now what makes Amanda unique is that she looks at how past generations, such as her grandmother, handled their finances and applies it to the modern day. For this episode she wants to impart with you the knowledge she has learned from these older generations and how you...2021-10-1244 min
The Conscious InvestorEp170 Amanda Neely on Grandmas Wealth WisdomBuilding a business is not easy. There are times you find yourself on the ledge of quitting. There are painstaking moments that can bring tears and frustrations. How do you push yourself through? What keeps you on the path? Most important what are you willing to receive in those moments? Amanda Neely started off by opening a coffee stand. Nearly losing everything she still never gave up but found what worked. She found herself wanting to quit so many times yet thankfully for the people in her life she never gave up...2021-08-1236 min
Thinking Like a BankEpisode 7: Profit First + Bank On Yourself with Brandon and Amanda NeelyHow much do you save, invest, and spend? What percentages of each do you allocate? These questions lead to a concept called Profit First, which is the practice of profiting first in your business by having the proper allocations in place. This concept alongside the Bank On Yourself Strategy is unstoppable. Think about it... Having the ability to recoup more money from your business and have it grow for you uninterrupted... Forever. This is what happens when you combine Profit First with Bank On Yourself.
With us today, Brandon and Amanda Neely (husband and wife) who are...2021-04-2132 min
FIFEMy Ever Given and Suez Canal Personal Money MomentYes, I learned something about personal finance from a big ship getting stuck in a little canal.
Also, who else remembers "fat guy in a little coat"???
Let me know your answer to this episode's question by emailing me at amanda@fifemovement.com.
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To connect with the community, visit fifemovement.com.
If my gift has helped you, please pay the gift forward by sharing this content with a friend.
My gratitude in advance.
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Our generation needs to create a unique...2021-04-0509 minFIFEHow I Decide When to Take a Policy Loan (Rules of Thumb and Case Study)Watch this episode on YouTube here: https://youtu.be/dDmOnrW9wUU.
Have a policy or thinking about getting one???
Get "Amanda's Rules of Thumb" which are meant to be broken.
Hear the process I go through when deciding to take a policy loan or use a 0% offer from a financing company.
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To connect with the community, visit fifemovement.com.
If my gift has helped you, please pay the gift forward by sharing this content with a friend.
My gratitude in advance.
---2021-02-0817 minFIFEIf You Do Nothing Else in 2021, Do This One ThingWatch along with Amanda and complete your "I Love You" document here: https://youtu.be/d6w4FH4BlUs
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To connect with the community, visit fifemovement.com.
If my gift has helped you, please pay the gift forward by sharing this content with a friend.
My gratitude in advance.
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Our generation needs to create a unique path to Financial Independence. The FIFE Movement explores and promotes an entrepreneurial and feminine approach to freedom for us and for the entire world.
Wealth is coming...2021-01-0708 minNot Your Average Financial Podcast™Episode 113: Nightmare Scenarios with Amanda NeelyIn this episode, we ask:
Do you ever spin out into the “WHAT IF…” conversations?
What happens to Bank on Yourself type policies when the world ends?
Is it the end of the world as we know it?
Would you like Pamela Yellen’s latest book, Rescue Your Retirement?
Would you like to write us a review on iTunes and email us a screen shot at hello@nyafinancialpodcast.com? If you do, we’ll send you Pamela Yellen’s newest book for FREE.
Schedule an Appointment with Us
How has Amanda Neely been a prepper?
What are the nightmare sc...2019-11-0140 min
Bootstrapping Your Dreams Show113 | Banking On Yourself | Manage Your Money The Grandma Way | Amanda NeelyManuj Aggarwal and Amanda Neely talk about how to manage your money in an old-style way and obtain the best benefits you can get. What are you waiting for? Tune In Now! In this episode, we will learn about: · How to build wealth in a way your grandma would be proud of· The Bank on Yourself investment strategy· Financing yourself to bootstrap your business· Launching your first business· Running a family business· Being a debt-free man or woman· Typi...2019-10-2532 minBootstrapping Your Dreams Show113 | Banking On Yourself | Manage Your Money The Grandma Way | Amanda NeelyManuj Aggarwal and Amanda Neely talk about how to manage your money in an old-style way and obtain the best benefits you can get. What are you waiting for? Tune In Now! In this episode, we will learn about: · How to build wealth in a way your grandma would be proud of· The Bank on Yourself investment strategy· Financing yourself to bootstrap your business· Launching your first business· Running a family business· Being a debt-free man or woman· Typi...2019-10-2532 min