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Amanda Neely CFP® & Brandon Neely

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Wealth Wisdom Financial PodcastWealth Wisdom Financial PodcastSustainable Scaling: Growing Your Business Without Burning Out**Is your business growth coming at the expense of your health and happiness?**  In this revealing episode, we explore how entrepreneurs can scale their businesses without sacrificing their well-being. We share the powerful story of Tom, who reached his revenue goals but ended up in the hospital from exhaustion, and Eliza, who transformed her marketing agency by fundamentally changing how she approached growth and energy management. Discover the three critical shifts that can transform a draining business into an energizing one: Strategic Elimination: Identifying what doesn't need to be done at all A...2025-05-2124 minWealth Wisdom Financial PodcastWealth Wisdom Financial PodcastSustainable Scaling: Growing Your Business Without Burning Out**Is your business growth coming at the expense of your health and happiness?**  In this revealing episode, we explore how entrepreneurs can scale their businesses without sacrificing their well-being. We share the powerful story of Tom, who reached his revenue goals but ended up in the hospital from exhaustion, and Eliza, who transformed her marketing agency by fundamentally changing how she approached growth and energy management. Discover the three critical shifts that can transform a draining business into an energizing one: Strategic Elimination: Identifying what doesn't need to be done at all A...2025-05-2124 minWealth Wisdom Financial PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth Wisdom Financial Podcast5 Bank On Yourself Professionals Share Why They Do What They DoWhat’s better than two Bank On Yourself Professionals helping you understand financial freedom? Obviously, it’s FIVE of them to learn from. Brandon, Ben, Sarry, Chris, and Ryan are here to tell us how they achieved financial freedom and why they want to help you get there too. This candid conversation helps you understand the importance of generational wealth, how to create a financial foundation that isn’t volatile, and the impact of financial education.  These five professionals are sharing with you their unique stories and how they can help you achieve long-la...2024-07-1036 minWealth Wisdom Financial PodcastWealth Wisdom Financial Podcast5 Bank On Yourself Professionals Share Why They Do What They DoWhat’s better than two Bank On Yourself Professionals helping you understand financial freedom? Obviously, it’s FIVE of them to learn from. Brandon, Ben, Sarry, Chris, and Ryan are here to tell us how they achieved financial freedom and why they want to help you get there too. This candid conversation helps you understand the importance of generational wealth, how to create a financial foundation that isn’t volatile, and the impact of financial education.  These five professionals are sharing with you their unique stories and how they can help you achieve long-la...2024-07-1036 minWealth Wisdom Financial PodcastWealth 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 PodcastWealth 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 PodcastWealth Wisdom Financial PodcastFoundation 4: The Most Powerful Ways to Change Bad Money HabitsYou have bad habits. We have bad habits. We're not here to judge. There comes a time in your life when you feel a compulsion to change a bad habit. Maybe you're in one of those times right now. If you don't act right away, that feeling goes away quickly only to resurface later without any change. Get ready to be inspired by Emily's story. She's a young woman on a journey of self-discovery and transformation. She agrees with Aristotle that our habits define us: "You are what you habitually do." You already...2024-05-0118 minWealth Wisdom Financial PodcastWealth Wisdom Financial PodcastFoundation 3: Life is an AdventureHow do you like your adventures? On the edge? Only a little risk? Close to home? Far away? With family and friends? All on your own? Active? Relaxing? Financial? What??? Financial? Yes, financial adventures can be the best! Tired of cookie-cutter, done-for-you money management that doesn't fit you unique goals and dreams? Join us for the adventure of a lifetime. Literally!   00:00 Lily's Financial Adventure: A Tale of Growth and Discovery 02:27 Reflecting on Lily's Journey and I...2024-04-2417 minWealth Wisdom Financial PodcastWealth Wisdom Financial PodcastFoundation 3: Life is an AdventureHow do you like your adventures? On the edge? Only a little risk? Close to home? Far away? With family and friends? All on your own? Active? Relaxing? Financial? What??? Financial? Yes, financial adventures can be the best! Tired of cookie-cutter, done-for-you money management that doesn't fit you unique goals and dreams? Join us for the adventure of a lifetime. Literally!   00:00 Lily's Financial Adventure: A Tale of Growth and Discovery 02:27 Reflecting on Lily's Journey and I...2024-04-2417 minWealth Wisdom Financial PodcastWealth Wisdom Financial PodcastFoundation 2: The Value of Pre-DecisionsHave you ever experienced the harsh reality of Parkinson's Law? Maybe it was in college where you crammed the night before a test when you could've been studying all semester. Maybe you experienced it when you had a work deadline that got moved up and you still got the project completed in time. Have you ever tried using Parkinson's Law to build wealth? Don't miss this episode for inspiration to use such a powerful, natural human inclination to your advantage rather than against you! 00:00 Meet Joe: A Journey from...2024-04-1717 minWealth Wisdom Financial PodcastWealth Wisdom Financial PodcastFoundation 2: The Value of Pre-DecisionsHave you ever experienced the harsh reality of Parkinson's Law? Maybe it was in college where you crammed the night before a test when you could've been studying all semester. Maybe you experienced it when you had a work deadline that got moved up and you still got the project completed in time. Have you ever tried using Parkinson's Law to build wealth? Don't miss this episode for inspiration to use such a powerful, natural human inclination to your advantage rather than against you! 00:00 Meet Joe: A Journey from...2024-04-1717 minWealth Wisdom Financial PodcastWealth Wisdom Financial PodcastFoundation 1: The Principle of the FirstsWhat do you do first when you wake up in the morning? What do you do first when you start your work day? What do you do first when you receive money? The answers to these questions reveal a lot about our hearts. In this episode, we reveal 3 positive results we saw when we changed what we do first when we receive money. Want to transform your money story? What if you started with what you do first?!?!   Links mentioned in the episode: Grab your...2024-04-1019 minWealth Wisdom Financial PodcastWealth Wisdom Financial PodcastFoundation 1: The Principle of the FirstsWhat do you do first when you wake up in the morning? What do you do first when you start your work day? What do you do first when you receive money? The answers to these questions reveal a lot about our hearts. In this episode, we reveal 3 positive results we saw when we changed what we do first when we receive money. Want to transform your money story? What if you started with what you do first?!?!   Links mentioned in the episode: Grab your...2024-04-1019 minWealth Wisdom Financial PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 minWealth Wisdom Financial PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 PodcastWealth 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 minNot Your Average Financial Podcast™Not Your Average Financial Podcast™Episode 126: Is Bank on Yourself® a Scam? The Mathemagic of Money Blogger Allan RothIn this episode, we ask: Have you been listening to us for awhile? Do you know how much we appreciate you? What is the definition of the word scam? Were you first skeptical when you heard of Bank on Yourself®? Is Bank on Yourself® a scam? Are critics thinking clearly? What are Mark’s credentials? Does Mark recommend this strategy? What are the posts on reddit pointing toward? What about the article on CBS Moneywatch by Allan Roth? Who is Allan Roth? What does Allan Roth do? What did he say in his article? What is the key mist...2020-01-3131 min