Shows
Wealth Wisdom Financial PodcastEntrepreneurs Need a BIG Emotional Reset to Make Money Without ShameWhat if the guilt and shame around money isn't a character flaw, but a nervous system pattern you can actually change? If you've ever felt like you're "doing everything right" but still can't shake the money anxiety… if you've secretly resented your business while feeling guilty for that resentment… or if you've hit financial goals only to feel exhausted instead of excited… then, this episode will help you understand why. Amanda shares the truth most financial professionals won't say out loud: You can't build calm from criticism. Shame doesn't make you responsible. Shame makes you reacti...
2025-11-1913 minWealth Wisdom Financial PodcastEntrepreneurs Need a BIG Emotional Reset to Make Money Without ShameWhat if the guilt and shame around money isn't a character flaw, but a nervous system pattern you can actually change? If you've ever felt like you're "doing everything right" but still can't shake the money anxiety… if you've secretly resented your business while feeling guilty for that resentment… or if you've hit financial goals only to feel exhausted instead of excited… then, this episode will help you understand why. Amanda shares the truth most financial professionals won't say out loud: You can't build calm from criticism. Shame doesn't make you responsible. Shame makes you reacti...
2025-11-1913 min
Wealth Wisdom Financial PodcastWhat REALLY Fixes Your FINANCES?Does practicing gratitude ever leave you feeling more anxious than at peace? If being thankful isn't magically fixing your finances, this episode is for you. Tune in as Amanda gently exposes the myth of "gratitude fixes everything" and reveals what it really takes to find calm, clarity, and confidence with money. Discover: Why your financial stress isn't a moral failing (and what's actually going on under the surface) The critical money step most experts skip that keeps you stuck in survival mode How to build real safety in your...
2025-11-1215 minWealth Wisdom Financial PodcastWhat REALLY Fixes Your FINANCES?Does practicing gratitude ever leave you feeling more anxious than at peace? If being thankful isn't magically fixing your finances, this episode is for you. Tune in as Amanda gently exposes the myth of "gratitude fixes everything" and reveals what it really takes to find calm, clarity, and confidence with money. Discover: Why your financial stress isn't a moral failing (and what's actually going on under the surface) The critical money step most experts skip that keeps you stuck in survival mode How to build real safety in your...
2025-11-1215 min
Wealth Wisdom Financial PodcastIt's Not a Money Problem. It's a Broken Model Problem.What if the financial stress you feel isn't because you're bad with money… but because you're living inside a broken model? In this episode, Amanda exposes why the traditional financial system was never designed for entrepreneurs like you, and what to do instead. You'll discover: Why the "park your money for 40 years" model fails business owners (and what actually works) The surprising data on why successful entrepreneurs are more stressed about money than employees How to stop feeling guilty for wanting both profit AND purpose in your business
2025-10-2213 minWealth Wisdom Financial PodcastIt's Not a Money Problem. It's a Broken Model Problem.What if the financial stress you feel isn't because you're bad with money… but because you're living inside a broken model? In this episode, Amanda exposes why the traditional financial system was never designed for entrepreneurs like you, and what to do instead. You'll discover: Why the "park your money for 40 years" model fails business owners (and what actually works) The surprising data on why successful entrepreneurs are more stressed about money than employees How to stop feeling guilty for wanting both profit AND purpose in your business
2025-10-2213 min
Wealth Wisdom Financial PodcastWhat's REALLY Controlling Your Budget DECISIONS?What if every budget you've ever "failed" wasn't your fault at all? Here's the truth they don't want you to know: Your budget isn't broken. Your willpower isn't weak. Your body is literally hijacking your financial decisions to protect you from perceived danger. In this episode, Amanda exposes the invisible force that's been sabotaging even the smartest, most capable people ... and it has nothing to do with discipline. You'll discover: Why your brain goes offline the moment you open your bank account (and what's really happening in...
2025-10-0814 minWealth Wisdom Financial PodcastWhat's REALLY Controlling Your Budget DECISIONS?What if every budget you've ever "failed" wasn't your fault at all? Here's the truth they don't want you to know: Your budget isn't broken. Your willpower isn't weak. Your body is literally hijacking your financial decisions to protect you from perceived danger. In this episode, Amanda exposes the invisible force that's been sabotaging even the smartest, most capable people ... and it has nothing to do with discipline. You'll discover: Why your brain goes offline the moment you open your bank account (and what's really happening in...
2025-10-0814 min
Wealth Wisdom Financial PodcastGenerational Wealth Done RightIn this episode, Brandon Neely sits down with estate planning and probate attorney Paul Deloughery to explore the deeper meaning behind inheritance, legacy, and wealth transfer. You'll hear Paul share eye-opening insights on why some families flourish after inheriting wealth, while others fall apart. The conversation goes beyond wills and trusts to uncover how estate planning is really about protecting relationships, not just assets. Together, we discuss: Why estate planning matters and the myths that keep people from doing it. Paul's sudden inheritance story and the reality of Sudden Wealth Syndrome. How grief, trauma, a...
2025-09-2444 minWealth Wisdom Financial PodcastGenerational Wealth Done RightIn this episode, Brandon Neely sits down with estate planning and probate attorney Paul Deloughery to explore the deeper meaning behind inheritance, legacy, and wealth transfer. You'll hear Paul share eye-opening insights on why some families flourish after inheriting wealth, while others fall apart. The conversation goes beyond wills and trusts to uncover how estate planning is really about protecting relationships, not just assets. Together, we discuss: Why estate planning matters and the myths that keep people from doing it. Paul's sudden inheritance story and the reality of Sudden Wealth Syndrome. How grief, trauma, a...
2025-09-2444 min
Wealth Wisdom Financial PodcastHow to Buy & Sell a Small Business (Without Getting Burned)In this episode, Brandon Neely sits down with David C. Barnett, a small business transaction expert, consultant, and author of The Business Fortress. With decades of experience helping entrepreneurs buy, sell, finance, and strengthen their companies, David brings a wealth of wisdom about what makes a business resilient versus fragile. The conversation follows David's journey from his early business curiosity and career with the Yellow Pages to navigating the 2008–09 financial crisis, and eventually building a practice that helps business owners worldwide. Along the way, Brandon and David dig into the big ideas from The Business Fortress and wh...
2025-09-1747 minWealth Wisdom Financial PodcastHow to Buy & Sell a Small Business (Without Getting Burned)In this episode, Brandon Neely sits down with David C. Barnett, a small business transaction expert, consultant, and author of The Business Fortress. With decades of experience helping entrepreneurs buy, sell, finance, and strengthen their companies, David brings a wealth of wisdom about what makes a business resilient versus fragile. The conversation follows David's journey from his early business curiosity and career with the Yellow Pages to navigating the 2008–09 financial crisis, and eventually building a practice that helps business owners worldwide. Along the way, Brandon and David dig into the big ideas from The Business Fortress and wh...
2025-09-1747 min
Wealth Wisdom Financial PodcastBrothers Breaking FINANCIAL Barriers One Bank at a TimeIn this episode of the Wealth Wisdom Financial Podcast, host Brandon Neely welcomes "The Banking Bros" Jeremiah and Jonah, two real-life brothers bringing fresh perspective and family-rooted wisdom to the world of Infinite Banking. The conversation traces their unique paths from traditional banking and ministry into becoming passionate advocates for the Infinite Banking Concept (IBC). Along the way, they explore how faith, family, and cultural context have shaped their financial philosophies. Together, they unpack: Their journey from conventional careers into Infinite Banking Where they agree and disagree with financial voices li...
2025-09-1046 minWealth Wisdom Financial PodcastBrothers Breaking FINANCIAL Barriers One Bank at a TimeIn this episode of the Wealth Wisdom Financial Podcast, host Brandon Neely welcomes "The Banking Bros" Jeremiah and Jonah, two real-life brothers bringing fresh perspective and family-rooted wisdom to the world of Infinite Banking. The conversation traces their unique paths from traditional banking and ministry into becoming passionate advocates for the Infinite Banking Concept (IBC). Along the way, they explore how faith, family, and cultural context have shaped their financial philosophies. Together, they unpack: Their journey from conventional careers into Infinite Banking Where they agree and disagree with financial voices li...
2025-09-1046 min
Wealth Wisdom Financial PodcastFrom Immigrant Hustle to Real Estate Empire – The Kitti Sisters' StoryWhat does it take to pivot from a collapsing business model into a thriving, future-proof venture? Sisters Palmy and Nancy know this story firsthand. In this episode of the Wealth Wisdom Financial Channel, host Brandon Neely sits down with the duo who transformed a $2,000 fashion startup into a $4 million company, only to reinvent themselves again after losing their biggest client. Instead of letting that setback define them, they shifted gears into real estate investing, flipping properties, and ultimately scaling into apartment syndication and multifamily ownership. Their journey isn't just about dollars; it...
2025-09-0351 minWealth Wisdom Financial PodcastFrom Immigrant Hustle to Real Estate Empire – The Kitti Sisters' StoryWhat does it take to pivot from a collapsing business model into a thriving, future-proof venture? Sisters Palmy and Nancy know this story firsthand. In this episode of the Wealth Wisdom Financial Channel, host Brandon Neely sits down with the duo who transformed a $2,000 fashion startup into a $4 million company, only to reinvent themselves again after losing their biggest client. Instead of letting that setback define them, they shifted gears into real estate investing, flipping properties, and ultimately scaling into apartment syndication and multifamily ownership. Their journey isn't just about dollars; it...
2025-09-0351 min
Wealth Wisdom Financial PodcastRun a Business That Makes Money and Changes LIVES with Ron SaharyanIn this episode of the Wealth Wisdom Financial Podcast, Brandon Neely sits down with Ron Saharyan, Co-Founder and Managing Partner of Profit First Professionals, to talk about the heart of small business success, cash flow, profit, and building a business that works for you instead of draining you. Ron has over 20 years of experience in scaling organizations, from running companies in the staffing industry to building Profit First Professionals from Mike Michalowicz's basement in 2014 into a global network of accountants, bookkeepers, and coaches who are transforming the way entrepreneurs handle money. Kn...
2025-08-2739 minWealth Wisdom Financial PodcastRun a Business That Makes Money and Changes LIVES with Ron SaharyanIn this episode of the Wealth Wisdom Financial Podcast, Brandon Neely sits down with Ron Saharyan, Co-Founder and Managing Partner of Profit First Professionals, to talk about the heart of small business success, cash flow, profit, and building a business that works for you instead of draining you. Ron has over 20 years of experience in scaling organizations, from running companies in the staffing industry to building Profit First Professionals from Mike Michalowicz's basement in 2014 into a global network of accountants, bookkeepers, and coaches who are transforming the way entrepreneurs handle money. Kn...
2025-08-2739 min
Wealth Wisdom Financial PodcastCash Flow Over Net Worth: Bruce Wehner's Guide to Infinite BankingIn This Episode of the Wealth Wisdom Financial Podcast, host Brandon Neely sits down with Bruce Wehner, Chief Cash Flow Strategist at e3 Wealth and co-host of The Money Advantage Podcast. With decades of experience in education, entrepreneurship, and advanced wealth strategies, Bruce brings a rare blend of real-world grit and financial acumen to the table. From running a trapping business in high school to managing an automotive shop, and now advising high-net-worth clients, Bruce's journey is anything but ordinary. He shares how those early lessons in cash flow management became the foundation for helping f...
2025-08-201h 01Wealth Wisdom Financial PodcastCash Flow Over Net Worth: Bruce Wehner's Guide to Infinite BankingIn This Episode of the Wealth Wisdom Financial Podcast, host Brandon Neely sits down with Bruce Wehner, Chief Cash Flow Strategist at e3 Wealth and co-host of The Money Advantage Podcast. With decades of experience in education, entrepreneurship, and advanced wealth strategies, Bruce brings a rare blend of real-world grit and financial acumen to the table. From running a trapping business in high school to managing an automotive shop, and now advising high-net-worth clients, Bruce's journey is anything but ordinary. He shares how those early lessons in cash flow management became the foundation for helping f...
2025-08-201h 01
Wealth Wisdom Financial PodcastHe QUIT His 6-Figure Job FOR Real Estate RichesIn this episode of the Wealth Wisdom Financial Podcast, host Brandon Neely sits down with Mickey Curd, a seasoned healthcare operations leader turned full-time real estate investor. After 25 years in logistics and support services for hospitals across the Midwest, Mickey made the bold leap in 2024, leaving his W-2 behind to focus fully on real estate. But this wasn't a jump without a parachute. Mickey shares how he restarted his real estate investing journey in 2018 with just two properties, and scaled that into a diverse portfolio of 38 units, including single-family homes, duplexes, and 4-plexes, primarily in...
2025-08-1342 minWealth Wisdom Financial PodcastHe QUIT His 6-Figure Job FOR Real Estate RichesIn this episode of the Wealth Wisdom Financial Podcast, host Brandon Neely sits down with Mickey Curd, a seasoned healthcare operations leader turned full-time real estate investor. After 25 years in logistics and support services for hospitals across the Midwest, Mickey made the bold leap in 2024, leaving his W-2 behind to focus fully on real estate. But this wasn't a jump without a parachute. Mickey shares how he restarted his real estate investing journey in 2018 with just two properties, and scaled that into a diverse portfolio of 38 units, including single-family homes, duplexes, and 4-plexes, primarily in...
2025-08-1342 min
Not Your Average Financial Podcast™Episode 410: The Devastating Thrift Savings Plan Pitfall with Amanda Neely
In this episode, we ask:
Who will you become?Do you or your loved ones have a TSP or Thrift Savings Plan?Who is Amanda Neely?Would you like to hear Episode 113 or Episode 362?What has Amanda learned as an author?What about joy and peace?What did Amanda discover?Do I need to do something different than what my parents did?What is a TSP, and how is it different than a 401(k)?Is a TSP essentially a government employee’s 401(k)?What about the match?What is the difference between a traditional and a Roth?What ar...
2025-07-1118 min
Wealth Wisdom Financial PodcastCan You Really Retire Without Risk? The 3-Part Safe Money PlanWhat if retirement planning didn't have to feel like gambling with your future? What if you could build a strategy that actually works for business owners who understand cash flow better than anyone? In this powerful live episode, Brandon and Amanda team up with Mark Willis, CFP®, Evan Greathouse, and Kristi Duncan to challenge everything you think you know about "safe" retirement planning. We're not talking about another cookie-cutter approach designed for employees with steady paychecks. This is about building what we call "the all-weather portfolio" – a three-part system that protects you from market crashes, inf...
2025-07-0958 minWealth Wisdom Financial PodcastCan You Really Retire Without Risk? The 3-Part Safe Money PlanWhat if retirement planning didn't have to feel like gambling with your future? What if you could build a strategy that actually works for business owners who understand cash flow better than anyone? In this powerful live episode, Brandon and Amanda team up with Mark Willis, CFP®, Evan Greathouse, and Kristi Duncan to challenge everything you think you know about "safe" retirement planning. We're not talking about another cookie-cutter approach designed for employees with steady paychecks. This is about building what we call "the all-weather portfolio" – a three-part system that protects you from market crashes, inf...
2025-07-0958 min
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...
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...
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 Neely
Feeling 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...
2024-09-1749 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 minNot 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 Podcast
2024-07-2425 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 Podcast
2024-07-2425 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 PodcastBecoming Your Own Banker AND Bank On YourselfRecently, Brandon added "An Authorized Infinite Banking Practitioner" to his status as a Bank On Yourself® Professional. Here's proof: https://infinitebanking.org/agents/neely758. Who better to share their perspective on what BOTH Bank On Yourself AND Infinite Banking bring to bettering your financial future? As Brandon shares in the episode, we don't want to be so much AGAINST anything or anyone. We want to be FOR our clients! Get the books: The Bank On Yourself Revolution: https://www.bankonyourself.com/shop/the-bank-on-yourself-revolution-paperback Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ ...
2024-04-0316 minWealth Wisdom Financial PodcastBecoming Your Own Banker AND Bank On YourselfRecently, Brandon added "An Authorized Infinite Banking Practitioner" to his status as a Bank On Yourself® Professional. Here's proof: https://infinitebanking.org/agents/neely758. Who better to share their perspective on what BOTH Bank On Yourself AND Infinite Banking bring to bettering your financial future? As Brandon shares in the episode, we don't want to be so much AGAINST anything or anyone. We want to be FOR our clients! Get the books: The Bank On Yourself Revolution: https://www.bankonyourself.com/shop/the-bank-on-yourself-revolution-paperback Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ ...
2024-04-0316 min
Wealth Wisdom Financial PodcastHow to Find Financial GroundingWhy are people of all ages so stressed about money? Is it because we're all screwed? Is it because of all the negativity that helps social media posts and news articles get clicks? Which financial services firm would you rather work with? (1) Head in the Sand Financial Services - "We deliberately refuse to accept the truth just like you." OR (2) Head in the Clouds Financial Services - "We have lofty goals we're never gonna hit too!" Amid a chaotic world, Brandon emphasizes the need for a...
2024-03-2710 minWealth Wisdom Financial PodcastHow to Find Financial GroundingWhy are people of all ages so stressed about money? Is it because we're all screwed? Is it because of all the negativity that helps social media posts and news articles get clicks? Which financial services firm would you rather work with? (1) Head in the Sand Financial Services - "We deliberately refuse to accept the truth just like you." OR (2) Head in the Clouds Financial Services - "We have lofty goals we're never gonna hit too!" Amid a chaotic world, Brandon emphasizes the need for a...
2024-03-2710 min
Wealth Wisdom Financial PodcastHow to Stop Struggling on a 6-Figure IncomeAre you a 'HENRY' - High Earner Not Yet Rich? Some, despite earning six figures, still live paycheck to paycheck. There are too many potential causes. There's inflation, student loans, and pressures amplified by social media! Might the banking system or conventional financial strategies be to blame? Here's your chance to redefine 'HENRY' and get off the struggle bus. It's all about flipping the script and redefining the same acronym: HENRY. Plus, we offer 2 FREE resources to guide you in embracing a new financial story. It's time to break the paycheck-to-paycheck cycle and...
2024-03-2016 minWealth Wisdom Financial PodcastHow to Stop Struggling on a 6-Figure IncomeAre you a 'HENRY' - High Earner Not Yet Rich? Some, despite earning six figures, still live paycheck to paycheck. There are too many potential causes. There's inflation, student loans, and pressures amplified by social media! Might the banking system or conventional financial strategies be to blame? Here's your chance to redefine 'HENRY' and get off the struggle bus. It's all about flipping the script and redefining the same acronym: HENRY. Plus, we offer 2 FREE resources to guide you in embracing a new financial story. It's time to break the paycheck-to-paycheck cycle and...
2024-03-2016 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 PodcastHow to Save Money and Still Have FunIn 2024, is it more difficult than ever to save money? Is it still important? Are we so trapped that the only cure is doom spending? Let's get some historical perspective - complete with legit charts and graphs! We reveal a future crisis that could be even bigger than the student debt crisis. Then, we turn to how to break the cycle without cash stuffing but maybe you could mix in some loud budgeting. These 5 proven practices are what we believe are the best way to gain financial independence! All while making sure we...
2024-03-0623 minWealth Wisdom Financial PodcastHow to Save Money and Still Have FunIn 2024, is it more difficult than ever to save money? Is it still important? Are we so trapped that the only cure is doom spending? Let's get some historical perspective - complete with legit charts and graphs! We reveal a future crisis that could be even bigger than the student debt crisis. Then, we turn to how to break the cycle without cash stuffing but maybe you could mix in some loud budgeting. These 5 proven practices are what we believe are the best way to gain financial independence! All while making sure we...
2024-03-0623 min
Wealth Wisdom Financial PodcastTransforming Your Assets into an Income StreamWhat is the hardest and nastiest problem in finance? What would Nobel Prize winning economist, William Sharpe say it is? It's retirement income planning. More Americans turned 65 years old in 2023 than in any other year in American history. This transition of the baby boomer population into retirement impacts everyone and everything. Check out today's episode for resources on building a passive income stream. You could do this whether you are 40 or 90 years old or in between. We've got multiple reputable sources who aren't trying to sell you anything. Could this episode give you...
2024-02-2819 minWealth Wisdom Financial PodcastTransforming Your Assets into an Income StreamWhat is the hardest and nastiest problem in finance? What would Nobel Prize winning economist, William Sharpe say it is? It's retirement income planning. More Americans turned 65 years old in 2023 than in any other year in American history. This transition of the baby boomer population into retirement impacts everyone and everything. Check out today's episode for resources on building a passive income stream. You could do this whether you are 40 or 90 years old or in between. We've got multiple reputable sources who aren't trying to sell you anything. Could this episode give you...
2024-02-2819 min
Wealth Wisdom Financial PodcastReal Estate Investors Biggest FailWhat 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...
2024-02-2018 minWealth Wisdom Financial PodcastReal Estate Investors Biggest FailWhat 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...
2024-02-2018 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 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 als...
2024-02-0725 minWealth Wisdom Financial PodcastProfit 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 als...
2024-02-0725 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 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 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
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 minThe STR SisterhoodEliminating Financial Stress As An Airbnb Investor with Amanda Neely
Dive 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
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 | Grow Your Business, Life and ConfidenceThe 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...
2022-12-0549 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
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/message
2022-04-1531 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
---
Send in a voice message: https://podcasters.spotify.com/pod/show/thethirtygirl/message
2022-04-1531 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 RecalibrationEp170 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.
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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.
---
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 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