Shows
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 hel...
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 hel...
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
Wealth Wisdom Financial PodcastInfinite Banking Secrets Revealed: Grant Thompson on Building Wealth & Financial FreedomThink you know how money works? Think again. In this episode of the Wealth Wisdom Financial podcast, Brandon sits down with Grant Thompson, a financial strategist with 30+ years of boots-on-the-ground experience and a fierce passion for flipping the traditional money script. Grant, a partner at Thompson & Thurman in Amarillo, TX, unpacks the Infinite Banking Concept and how he’s helped clients, from business owners to families, take back control of their finances. Inspired by Nelson Nash, Grant shares the pivotal moment that changed everything for him, and how t...
2025-08-0647 minWealth Wisdom Financial PodcastInfinite Banking Secrets Revealed: Grant Thompson on Building Wealth & Financial FreedomThink you know how money works? Think again. In this episode of the Wealth Wisdom Financial podcast, Brandon sits down with Grant Thompson, a financial strategist with 30+ years of boots-on-the-ground experience and a fierce passion for flipping the traditional money script. Grant, a partner at Thompson & Thurman in Amarillo, TX, unpacks the Infinite Banking Concept and how he’s helped clients, from business owners to families, take back control of their finances. Inspired by Nelson Nash, Grant shares the pivotal moment that changed everything for him, and how t...
2025-08-0647 min
Wealth Wisdom Financial PodcastHow We Make Money Talk FUN and EASY!In this episode, Brandon sits down with Jake, a serial entrepreneur and the visionary co-founder of Gathering the Kings, a powerful mastermind community built for entrepreneurs, by entrepreneurs. Together, they dive deep into what it really means to succeed, not just in business, but in every area of life. Jake is more than a business builder; he’s a leader who believes in doing life well across the board. Through Gathering the Kings, he’s helping entrepreneurs win not just at work, but at home, in their health, and in their spirit...
2025-07-2341 minWealth Wisdom Financial PodcastHow We Make Money Talk FUN and EASY!In this episode, Brandon sits down with Jake, a serial entrepreneur and the visionary co-founder of Gathering the Kings, a powerful mastermind community built for entrepreneurs, by entrepreneurs. Together, they dive deep into what it really means to succeed, not just in business, but in every area of life. Jake is more than a business builder; he’s a leader who believes in doing life well across the board. Through Gathering the Kings, he’s helping entrepreneurs win not just at work, but at home, in their health, and in their spirit...
2025-07-2341 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
Not Your Average Financial Podcast™Episode 406: Avoid the Pitfalls of Infinite Banking Knockoffs with Brandon Neely
In this episode, we ask:
Is it a knockoff? Can you imagine this?Does it provide security or chaos?Who is Brandon Neely?What did Brandon learn at the I.B.C. Think Tank?What changes have happened in the last few years?What impact does Nelson Nash’s work, Becoming Your Own Banker still have?What are the challenges of maintaining Nelson Nash’s original vision in today’s financial landscape?What about Pamela Yellen’s effort to preserve Nelson Nash’s ideas through the Bank on Yourself® Professional program? What is the biggest risk with a whole life...
2025-06-1318 min
Wealth Without Bay Street274: How The Profit First Policy Method Changed Brandon Neely’s LifeWealth On Main Street 274: How The Profit First Policy Method Changed Brandon Neely’s Life What if your biggest financial breakthrough didn’t come from Wall Street, but from a coffee shop flood? In a recent episode of Wealth On Main Street, Richard Canfield and Jayson Lowe sat down with Brandon Neely, an entrepreneur, Profit […]
The post 274: How The Profit First Policy Method Changed Brandon Neely’s Life first appeared on Wealth On Main Street.
2025-06-0543 min
Wealth Without Bay Street274: How The Profit First Policy Method Changed Brandon Neely’s LifeWealth On Main Street 274: How The Profit First Policy Method Changed Brandon Neely’s Life What if your biggest financial breakthrough didn’t come from Wall Street, but from a coffee shop flood? In a recent episode of Wealth On Main Street, Richard Canfield and Jayson Lowe sat down with Brandon Neely, an entrepreneur, Profit […]
The post 274: How The Profit First Policy Method Changed Brandon Neely’s Life first appeared on Wealth On Main Street.
2025-06-0543 min
Wealth On Main Street274: How The Profit First Policy Method Changed Brandon Neely’s LifeWealth On Main Street 274: How The Profit First Policy Method Changed Brandon Neely’s Life What if your biggest financial breakthrough didn’t come from Wall Street, but from a coffee shop flood? In a recent episode of Wealth On Main Street, Richard Canfield and Jayson Lowe sat down with Brandon Neely, an entrepreneur, Profit First Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely, to talk about the moment his world flipped and how it pushed him to redefine wealth, purpose, and legacy. Brandon’s journey from slinging coffee at Overflow Coffee Bar in Chicago
2025-06-0543 min
Wealth 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 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 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 to p...
2025-02-2613 minWealth Wisdom Financial PodcastSecuring Your Business's Future: The Key Person StrategyCould your business survive losing a key team member tomorrow? Most can't - but there's a solution that too few business owners know about. In this episode, we're tackling a critical but often overlooked strategy that could save your business in a crisis (or in the dreaded “I quit effective immediately” situation). Plus, we'll show you how protecting your key people isn't just about avoiding disaster - it's about building stronger loyalty and retention. Key Quote: "Key person protection isn't just insurance - it's a strategic tool that shows your team you value them enough to p...
2025-02-2613 min
Dad Space Podcast - for Dads by DadsDad Math and Modelling Money to Your Kids with Brandon Neely - Author of Five Smooth StonesEpisode 167 - Dad Math and Modelling Money to Your Kids with Brandon Neely - Author of Five Smooth StonesFive Smooth Stones: A Journey of Financial CenteringUnlock your financial potential with Five Smooth Stones, the innovative money journal designed for high achievers. This powerful tool provides clear, actionable steps to reach your financial goals with confidence.Why Choose Five Smooth Stones? Clarity and Control: Quickly identify opportunities and make informed decisions to progress your financial journey.Enjoyable Process: Our unique approach makes financial planning engaging and rewarding.Customizable: Ample space on h...
2025-02-1031 min
Real Estate Educators Podcast with Kevin AmolschBrandon Neely - Setting Profitable Goals: A Financial Planner's Tips for Real Estate SuccessHave you ever heard these myths about setting financial goals for real estate success? Myth #1: You need a high volume of transactions to be successful. Myth #2: Profitability doesn't matter as long as you're growing your portfolio. Myth #3: Financial planning is only for traditional investments, not real estate. I'm about to share the truth about setting financial goals, but first, let me ask you this: Are you ready to uncover the real secrets to long-term success in real estate? Stay tuned!In this episode, you will be able to:Discover the power of...
2025-02-0539 min
The How To Podcast Series - Revolving Guest Co-Hosts, Podcast Tips and A Community for PodcastersE380 - Wealth Wisdom Financial Podcast - From Coffee to Delivering Hope in Finances with CO-HOST - Brandon NeelyEpisode 380 - CO-HOST - Brandon Neely - Wealth Wisdom Financial Podcast - From Coffee to Delivering Hope in FinancesThere are a lot of financial podcasts. Most of them repeat the same advice: Limit your spending, make a budget, invest in the stock market. But the future is uncertain. You never know when financial emergencies or changes in the economy will eat up your earnings. It’s overwhelming and stressful. And even if you act on every piece of advice, you might still feel like you should be further along and closer to your goals. Th...
2025-02-0544 min
The Inspired ChoiceMastering Financial Growth with Brandon Neely's Bank on Yourself StrategyCaroline Biesalski hosts a compelling discussion with Brandon Neely, exploring his journey and the innovative Bank on Yourself strategy. They compare traditional financial methods with this strategy, debunking common financial management myths along the way. Brandon provides insights on identifying genuine financial experts and highlights the significant role of coaches and mentors in achieving success. The episode also touches on effective goal setting and previews Brandon's future projects. He offers parting advice for financial growth, and listeners are invited to explore special offers in the wrap-up segment.
Meet Brandon Neely
Cincinnati, OH, USA
Website: https://wealthwisdomfp...
2024-12-1719 min
Tenacity with Sonia C.Bank On Yourself: Unlocking Financial Security with Brandon NeelyIn this episode, we sit down with Brandon Neely, financial strategist and innovator behind the STILL Method. Brandon shares his unique journey from running a coffee shop to becoming a leader in financial services, emphasizing how entrepreneurs can harness their economic destinies. Discover the power of personal finance management through his insights on the 'Bank On Yourself' concept and his transformative financial strategies. Brandon’s story and advice will equip you with the tools to turn financial chaos into a structured path toward stability and growth.Key Takeaways:Introduction to the ST...
2024-12-0333 min
I Am Refocused RadioBrandon Neely - Income maximization strategiesBrandon Neely, a serial entrepreneur and financial expert, was a guest on the I Am Refocused Radio podcast. The podcast, hosted by Shemaiah Reed, explores stories of transformation, truth, and hope, guiding listeners through conversations that focus on living a life of purpose ¹.Brandon Neely's episode likely covered topics such as:Profit First and Business Finance: As a certified Profit First professional, Brandon shared insights on implementing the Profit First system and strategies for maximizing business profitability.Income Maximization Strategies: He discussed techniques for boosting business income, including pricing optimization, c...
2024-10-2626 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
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
Faith Based Business PodcastWealthy Wisdom – Brandon NeelyWealthy Wisdom Brandon NeelyWhat is wealth?For many people, it all revolves around money… but it goes much deeper than that. Wealth can mean different things to different people and mean different things to the same people at different times.We often view wealth as simply “money.” Although that is a very large part of it – wealth is actually an “all encompassing” word that includes money – but it also includes our state of mind, peace of mind and happiness. I know some folks would say, “Money, lots of money, would do all o...
2024-08-3144 min
Wealth Wisdom Financial PodcastHow Financial Advisors Prey on Human PsychologyAre your financial decisions truly your own, or are you being puppeteered by hidden psychological forces? What if we told you that your brain might be your biggest obstacle to financial success? (Spoiler alert: It probably is.) Watch as Amanda pulls back the curtain on behavioral economics. Have you ever wondered why you impulse-buy things you don't need? Or why you might feel tempted to sell all your stocks when the market takes a downturn? These aren't just random choices - they're driven by specific quirks in how our brains process financial information and risk.
2024-08-2127 minWealth Wisdom Financial PodcastHow Financial Advisors Prey on Human PsychologyAre your financial decisions truly your own, or are you being puppeteered by hidden psychological forces? What if we told you that your brain might be your biggest obstacle to financial success? (Spoiler alert: It probably is.) Watch as Amanda pulls back the curtain on behavioral economics. Have you ever wondered why you impulse-buy things you don't need? Or why you might feel tempted to sell all your stocks when the market takes a downturn? These aren't just random choices - they're driven by specific quirks in how our brains process financial information and risk.
2024-08-2127 min
Kingdom Cross Roads PodcastWealthy Wisdom - Brandon NeelyWealthy Wisdom Brandon Neely What is wealth? For many people, it all revolves around money… but it goes much deeper than that. Wealth can mean different things to different people and mean different things to the same people at different times. We often view wealth as simply “money.” Although that is a very large part of it – wealth is actually an “all encompassing” word that includes money – but it also includes our state of mind, peace of mind and happiness. I know some folks would say, “Money, lots of money, would do all of...
2024-08-1643 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 minWealth 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 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 min
Podcasting Unlocked: Tips and Growth Podcast Strategies for Impact-Driven EntrepreneursFinancial Planning for Podcasters and Business Owners with Brandon NeelyFinances are not the sexiest thing to talk about when it comes to our businesses, but it IS essential to have a handle on your numbers. Brandon Neely, a finance expert and serial small business owner has the insight and tools that can help you pin down your financial goals and set you up for success. This week, episode 158 of Listeners to Leads is about financial planning for podcasters! Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda. H...
2024-06-2731 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 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 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 PodcastIs it Risky to Pursue Financial Freedom?In this week's podcast, we explore the different ways people face risks while trying to achieve financial freedom. We also look at the advantages and disadvantages of taking risks, helping you understand how to make decisions that are right for you. We discuss how feelings like fear and anxiety are inner-guides on your path, whether it's risk-taking, or financial freedom. We also uncover the depth of Helen Keller, and how she took risk out of necessity, in order to live a more fulfilling life. So, whether it's financial choices or personal gr...
2023-12-1324 minWealth Wisdom Financial PodcastIs it Risky to Pursue Financial Freedom?In this week's podcast, we explore the different ways people face risks while trying to achieve financial freedom. We also look at the advantages and disadvantages of taking risks, helping you understand how to make decisions that are right for you. We discuss how feelings like fear and anxiety are inner-guides on your path, whether it's risk-taking, or financial freedom. We also uncover the depth of Helen Keller, and how she took risk out of necessity, in order to live a more fulfilling life. So, whether it's financial choices or personal gr...
2023-12-1324 min
Wealth Wisdom Financial PodcastShortcuts to Financial FreedomIn this latest episode, we dive into the exciting world of Financial Freedom. We explore clever shortcuts that can help people achieve their money goals faster and easier. ChatGPT joins the conversation to share its insights, making the discussion even more interesting. We examine our own thoughts and compare them to ChatGPT's, creating a fun and informative exchange about money matters. During the episode, we don't just talk about financial freedom – we also roll up our sleeves and provide practical exercises. These exercises act like building blocks, helping listeners lay a strong foundation for your jou...
2023-12-0621 min
Remarkable People Podcast3 Things Every Business Owner Should Know, Your Financial Freedom Number, & 5 Smooth Stones with Brandon NeelySend us a text“There are a lot of boys who are older, and there are a lot of men who are young.”~ Brandon NeelyGuest Bio: Brandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.SHOW NOTES: ...
2023-12-061h 02
Wealth Wisdom Financial PodcastChaos Theory and MoneyChaos is everywhere, especially in the holiday season. C.onfusion H.aphazardness A.nxiety O.verwhelm S.tress Catch this episode to hear our antidote for holiday shopping and gift giving chaos. No, it's not spend less (but you could). Perhaps chaos isn't in your holiday shopping and gift giving. Maybe it's with money. We apply the same antidote - an antidote that's brought so much calm and order to our financial lives! In fact, it's helped us s...
2023-11-2928 min
ABOUT THAT WALLETS4E31: [Brandon Neely] Transforming Your Financial Future | About That Wallet PodcastJoin host Anthony Weaver in this episode of About That Wallet as he sits down with Brandon Neely, co-host of the Wealth Wisdom Financial podcast. Uncover the secrets to financial independence and learn how to overcome financial struggles. Discover the importance of value-based decision-making, intentional living, and critical thinking in achieving your financial goals. Gain insights into alternative investment strategies, business profitability, and the role of education in empowering your financial journey. Get ready to be inspired, motivated, and equipped with the tools you need to crack the code to financial independence. Don't miss this eye-opening conversation!
#financialindependence #ValueBasedDecisions...
2023-11-2843 min
Wealth Wisdom Financial PodcastMake Everyday a Black FridayIf you asked someone in the late 1800s what Black Friday was, they’d point to Friday, September 24, 1869. We reveal why in this episode and how that original Black Friday impacts our stories today! Don’t worry, we’ll also talk about the current definition of Black Friday in both the US and the UK. As we continue our discussion, we highlight alternative ways to enjoy the holiday season without diving into a shopping frenzy. Most importantly, we break down how to “live in the black” with personal and business profit every day of...
2023-11-2221 min
Wealth Wisdom Financial PodcastHow Flexible Can Whole Life Be? With Marty Smith"Whole life is the most common form of permanent insurance. Premiums ... remain the same throughout the policy period." - financial planning textbook Does that mean whole life premiums are inflexible? We asked ChatGPT, "Are whole life premiums flexible?" CHATGPT said: "Yes, whole life insurance premiums can be flexible to some extent, depending on the specific policy and the options chosen by the policyholder." Then, AI gave us 5 ways premiums can be flexible! But just how flexible can whole life insurance premiums be??? Join our...
2023-11-1552 min
Wealth Wisdom Financial PodcastHow Much Do I Need For Financial Freedom?Do you know your financial freedom number? When will you have enough money to have a comfortable life even if you stop working? How will you know? There's the 4% rule. What about the updated 2.8% rule from Dr. Wade Pfau? One of the biggest fears of retirees is running out of money before they run out of life! We offer a recipe for financial success no matter how long you live. Most people only include 1 or 2 ingredients for financial success. We provide five... Find this...
2023-11-0821 min
Wealth Wisdom Financial PodcastThe Impact of Interest Rate Increases on Debt vs SavingsIt's no secret the Fed has been raising interest rates over the last couple years. What most don't realize is that the impact of those higher interest rates impacts debt as compared to savings. Imagine you want to buy a car. Taking a car loan at a higher interest rate means you'll pay more interest but do you know how much? Saving up to buy a car with cash is another option. How long will that take with higher interest rates on savings accounts? Join us today to explore the difference be...
2023-11-0114 min
Wealth Wisdom Financial PodcastThe True Cost of a Home In 2023In this week's episode, Amanda and Brandon talk about something really important - how much it costs to buy a home in 2023. They're like detectives, breaking down all the numbers to find out the truth! You see, things have changed a lot since 2019. Back then, homes were cheaper, and it was easier to get a loan to buy one. But now, in 2023, things have gotten more expensive. Amanda and Brandon are here to help us understand why. They dive into the rising housing rates and interest rates. What does that mean? Well, it means that b...
2023-10-2517 minWealth Wisdom Financial PodcastThe True Cost of a Home In 2023In this week's episode, Amanda and Brandon talk about something really important - how much it costs to buy a home in 2023. They're like detectives, breaking down all the numbers to find out the truth! You see, things have changed a lot since 2019. Back then, homes were cheaper, and it was easier to get a loan to buy one. But now, in 2023, things have gotten more expensive. Amanda and Brandon are here to help us understand why. They dive into the rising housing rates and interest rates. What does that mean? Well, it means that b...
2023-10-2517 min
Wealth Wisdom Financial PodcastHow Much Do You Need to Feel Wealthy?In this week's exciting episode, we dive into the 2023 Charles Schwab Modern Wealth Survey. We chat about a fascinating topic – how much Americans need to feel wealthy. You see, feeling wealthy isn't just about having lots of money; it's about what makes people feel rich and content in their lives. You'll hear us break it down into simple terms, so everyone can understand. During the show, we also explore how different generations, like GenZ, Millenials, and Boomers see wealth. It's pretty cool to learn how these different generations have unique ideas about what it means to...
2023-10-1819 min
Wealth Wisdom Financial PodcastEscape Financial Lies and Find Genuine HopeIn this week's exciting episode, Brandon and Amanda team up to uncover some of the misleading information from the Federal Reserve Bank and spread by Dave Ramsey. They want to help you have real hope based on long term perspective so you can make informed decisions about your money. By debunking common misconceptions, they aim to provide you with accurate financial knowledge. But that's not all! Brandon and Amanda have some fantastic wealth-building strategies up their sleeves. They'll show you how to break free from the cycle of debt and savings that might be holding you...
2023-10-1119 minWealth Wisdom Financial PodcastEscape Financial Lies and Find Genuine HopeIn this week's exciting episode, Brandon and Amanda team up to uncover some of the misleading information from the Federal Reserve Bank and spread by Dave Ramsey. They want to help you have real hope based on long term perspective so you can make informed decisions about your money. By debunking common misconceptions, they aim to provide you with accurate financial knowledge. But that's not all! Brandon and Amanda have some fantastic wealth-building strategies up their sleeves. They'll show you how to break free from the cycle of debt and savings that might be holding you...
2023-10-1119 min
Wealth Wisdom Financial PodcastSolidarity and Fair Pay For AllIn this week's podcast episode, Amanda and Brandon are talking about something really important called "living wages." They want to help us understand what living wages used to be a long time ago and how they are today. Amanda and Brandon won't just talk about the past; they'll also give us some ideas on how we can make more money in our own lives today. They'll share tips and tricks to help us earn more money and have a better future. So, get ready to listen and learn about historical economic thinking about living wages and h...
2023-10-0424 minWealth Wisdom Financial PodcastSolidarity and Fair Pay For AllIn this week's podcast episode, Amanda and Brandon are talking about something really important called "living wages." They want to help us understand what living wages used to be a long time ago and how they are today. Amanda and Brandon won't just talk about the past; they'll also give us some ideas on how we can make more money in our own lives today. They'll share tips and tricks to help us earn more money and have a better future. So, get ready to listen and learn about historical economic thinking about living wages and h...
2023-10-0424 min
Play Big Faster PodcastBank on Yourself | Brandon NeelyIn this episode of The Play Big Faster Podcast, we dive into the realm of financial wisdom with Brandon Neely, Co-Founder and CEO of Wealth Wisdom Financial and a seasoned Financial Advisor. Brandon unpacks the essence of wealth and offers strategic approaches to debt management. He clarifies various compensation models for financial advisors and sets realistic expectations for the level of effort involved. We also explore impactful financial strategies like the Profit First and Bank on Yourself principles, as well as distinguishing between good and bad debt. Additionally, Brandon introduces his latest venture, "Five Smooth Stones: A Financial Centering...
2023-09-1927 min
Play Big Faster Podcast#36: Bank on Yourself | Brandon NeelyIn this episode of The Play Big Faster Podcast, we dive into the realm of financial wisdom with Brandon Neely, Co-Founder and CEO of Wealth Wisdom Financial and a seasoned Financial Advisor. Brandon unpacks the essence of wealth and offers strategic approaches to debt management. He clarifies various compensation models for financial advisors and sets realistic expectations for the level of effort involved. We also explore impactful financial strategies like the Profit First and Bank on Yourself principles, as well as distinguishing between good and bad debt. Additionally, Brandon introduces his latest venture, "Five Smooth Stones: A Financial Centering Journal,"...
2023-09-1927 min
Wealthy AF PodcastIdentifying an Asset from a Liability (w/ Brandon Neely)Send us a textSerial Entrepreneur, Profit First and Bank On Yourself Professional, and the Co-Host of Wealth Wisdom Financial Podcast - Brandon Neely helps viewers understand the difference between a cash-flowing asset from money out of your own-pocket liability.BRANDON NEELY'S SOCIALS:WEBSITE: https://www.wealthwisdomfp.com/ FACEBOOK: https://www.facebook.com/brandonneely.bizactivist INSTAGRAM: https://www.instagram.com/wealthwisdomfp/ PODCAST: https://www.youtube.com/c/wealthwisdomfinancialSupport the showIntroducing the 60-Day Deal Finder!...
2023-05-2642 min
The Real Life BuyerBuilding Financial Resilience: Wealth Processes and Systems for Long-Term Business Success with Brandon NeelyEvery business owner seeks financial security and stability, but do you know the secrets to achieving this?ABOUT THE GUESTMy guest today is Brandon Neely. Brandon is dedicated to helping people break though to smarter, more stable financial futures for themselves, their businesses and their families.Brandon and his partner Amanda have their own podcast called “Wealth Wisdom Financial” where they share timeless principles that show you how to build the wealth you want for your dream lifestyle.Today I want to uncover more about their processes, systems and...
2023-05-2334 min
Tech Intersect™ with Prof Tonya M. EvansTech Intersect #154: Brandon Neely on Building a Solid Foundation for Your Wealth and AssetsKudos, Questions, Comments? Send it here.We talk a lot about the future of our work and finances as a way to more freedom, but there’s something that needs to come before that. Building a solid foundation where you are today is the first step toward financial freedom. People often put off their actions until they reach a specific goal, but there’s power and agency in starting where you are. This Tech Intersect™ Podcast episode is about building a solid foundation for your wealth and assets! POWERED BY ADVANTAGE EVANS™...
2023-04-2131 min
PreapprovedGrounds for Success: A Coffee Shop Owner's Journey to Homeownership and Business Owner Financial Talk with Brandon NeelyBrandon Neely joins the podcast discuss to discuss his home ownership and small business journey. We talk about the difficulties of getting a loan and Brandons many businesses adventures.Brandon Neely is an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.Check out wealthwisdomfp.com/still - a FREE resource to help you take charge of your business finances!
2023-04-1937 min
Troy TalksUnlocking the Infinite Banking Concept w/ Brandon NeelyGo grab your headphones or your Bluetooth headset and listen to Troy Talks Episode #54 Unlocking the Infinite Banking Concept with Brandon Neely.
When Brandon Neely opened his coffee shop to make a positive difference, he never expected to find a life-changing solution to his financial woes in the form of an unexpected twist - the infinite banking concept. Little did he know, the concept would unlock unprecedented security, stability, and wealth, completely transforming his path in life.
“Experience is so much more powerful than experimentation when it comes to wealth-building and mitigating th...
2023-04-0745 min
Money Talk With TiffThe Infinite Banking Concept With Brandon Neely | Ep. 218In this episode, Brandon Neely introduces you to the infinite banking concept – a powerful way to grow wealth using insurance products and strategies. If you're looking for a more innovative way to save and invest your money, this episode is for you! About Our Guest Brandon Neely is an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife, Amanda Neely. They founded and managed Overflow Coffee Bar, L3C, from 2008 through 2018. Now, they share their experiential knowledge through podcasting, developing personalized financial strategies for individuals an...
2023-04-0619 min
The Capital Stack057. Achieving Maximum Results Through Conservative Investment Strategies with Alan & Elena NeelyWant investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation! Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone--Don’t miss this episode, where guests Alan & Elena Neely go in-depth on their journey from single-family real estate investors to successful syndicators with over +$500M in assets in their portfolio. --About the guest:Alan & Elena Neely are the founders of Andover Holdings, a real estate investment firm p...
2023-03-3154 min
The Business Ownership PodcastControl Your Cash Flow - Brandon NeelyWealth Wisdom Financial Partners: https://www.wealthwisdomfp.com/Brandon Neely LinkedIn: https://www.linkedin.com/in/brandon-neely/ Join our Facebook group for business owners to get help or help other business owners!The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/
2023-02-0836 min
Science of CXBrandon Neely: The Business Ownership ExperienceBrandon Neely is an entrepreneur, Profit First, and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely.
They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.
Key Takeaways
The expectations that business owners have when starting a new business vs realityBrandon takes us back to his experiencing starting and owning a brick-and-mortar coffee shopHow Brandon handled his financial challenges...
2022-11-2342 min
The SuccessGrid PodcastHow to Win the Money Game as a Business Owner with Brandon Neely - SG118Brandon Neely, is an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experience and knowledge through podcasting and through developing personalized financial strategies for individuals and couples, and Businesses. on How to Use Infinite Banking/Bank On Yourself to scale your business.
Brandon Neely website: https://grandmaswealthwisdom.com/
For top tips and more resources pls go here for show notes: https...
2022-11-2038 min
The SuccessGrid PodcastHow to Win the Money Game as a Business Owner with Brandon Neely - SG118Brandon Neely, is an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experience and knowledge through podcasting and through developing personalized financial strategies for individuals and couples, and Businesses. on How to Use Infinite Banking/Bank On Yourself to scale your business.Brandon Neely's website: https://grandmaswealthwisdom.com/ For top tips and more resources pls go here for show notes: https://successgrid.net/sg118/ “If you love this...
2022-11-2038 min
The SuccessGrid PodcastHow to Win the Money Game as a Business Owner with Brandon Neely - SG118Brandon Neely, is an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experience and knowledge through podcasting and through developing personalized financial strategies for individuals and couples, and Businesses. on How to Use Infinite Banking/Bank On Yourself to scale your business.
Brandon Neely's website: https://grandmaswealthwisdom.com/
For top tips and more resources pls go here for show notes: https://successgrid.net/sg118/
2022-11-2038 min
Lead Generation Strategies Podcast | ⭐Lead Generation SEO Services⭐Brandon Neely: Psychology Of Becoming Debt-Free In 6 Months To 1 Year | Build Foundational Wealth Using Profit First Formula, Whole Life Infinite, Or Velocity Banking In Your 20s, 30s & 40sIn this episode with Brandon Neely of Wealth Wisdom Financial Partners, we go over:
What’s your background of expertise?
Why is a Profit First system important for a small business?
What’s the difference between “velocity” versus “infinite” banking?
What are the lead generation strategies you use for your business?
Where can people find you Brandon?
CLICK HERE to go to the blog post that has many more resources, if you're interested in learning more about Brandon Neely and the folks over at Wealth Wisdom Financial Partners.
2022-11-1626 min
Today's Business Leaders with Gabe ArnoldHow to Avoid Creating Poverty for Yourself With Brandon Neely (Episode 126)“If you want to be rich, don’t start a coffee shop.” We have a special guest on today’s podcast, Brandon Neely from Wealth Wisdom Financial Partners— a very passionate individual focused on educating entrepreneurs on their finances to help them avoid creating poverty for themselves. In this episode, he shares a dramatic story of how his coffee shop was practically left in ruins after a freak 30-minute storm during a roof replacement. Plus, he tells us how he bounced back and so much more.This is a can’t-miss episode. Click play now.
2022-11-0739 min
The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and LifeBrandon Neely On The Importance Of Cashflow To Maximize Business Success (#174)Send us a text“To learn how the money system works.” - Brandon NeelyBrandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely.They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.Click here to subscribe to The Sell My Business Podcast to save time and effo...
2022-11-0234 min
Real Estate NerdsSeason 2 Episode 48: Leverage Life Insurance as a Savings Strategy to Raise Capital with Brandon NeelyROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************
2022-10-2043 min
Man Versus BrandLife Insurance Can Launch Your Next Venture w/ Wealth Wisdom Coach Brandon NeelyHow to see yourself as your number one investment and use life insurance to make you wealthy. Brandon Neely founded Grandma’s Wealth Wisdom based on the idea that you should pour into yourself and your business financially, logistically, and with your energy. This is the company’s outlook on entrepreneurs who head small, medium sized and large businesses. Wealth Wisdom pulls from the experiences of parenting and family to role model how we can grow productive and competitive businesses while also being fiscally savvy. Ever heard of Infinite Banking and the Profit FIrst book?. These are models that you c...
2022-10-1456 min
Profit First for Real Estate InvestorsLessons Learned and how Profit First helped him through his hardest year with Brandon NeelyBrandon Neely is an experienced entrepreneur and dedicated financial planner who runs the Wealth Wisdom Financial Podcast with his wife and business partner, Amanda.After a difficult and emotional second year of running a coffee shop business, Brandon and Amanda started their foray into dedicated financial planning. This led them to Profit First and applying its principles in both their business and personal finances.In this episode, Brandon shares his insight on the importance of valuing your work and your worth, and why you should start implementing Profit First into your life.
2022-10-1331 min
Practical Tax with Steve Moskowitz#39 | Generational Wealth and Cbd Entrepreneurs Feat. Brandon Neely & Melanie KossanWhat are both the practical and strategic advantages of financial planning for young children, and how are women CEOs faring in the world of CBD start-ups?
Episode Transcript
Intro:
Welcome to the Practical Tax podcast, with tax attorney Steve Moskowitz. The Practical Tax podcast is brought to you by Moskowitz, LLP, a tax law firm.
Disclaimer:
The information contained in this podcast is based upon information available as of date of recording and will not be updated for changes in law regulation. Any information is not to be considered tax advice or legal advice and does not form an attorney...
2022-09-1329 min
Life After Addiction And IndictmentBrandon Neely - How to Win The Money Game as a Business OwnerBrandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife, Amanda. He and Amanda founded and managed Overflow Coffee Bar in 2008 and operated it for a decade. They learned a lot of what to do and NOT to do through that experience. They have sold that business in 2018. Now, as financial allies, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and profitability strategies for businesses. They continue to help clients implement the Profit First system as we...
2022-08-2937 min
Streams to ImpactREIA 185 Brandon Neely: How to Win the Money Game as a Business OwnerWe'd love to hear from you. What are your thoughts and questions?Brandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely.They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.Main Points:How to be your own CFO – and successfully!How to run a profitable businessHow to get centered, get cl...
2022-08-1216 min
The Marketing Nomad ShowWin at the Money Game for Entrepreneurs with Brandon NeelyIn this episode, I talk to Brandon Neely on:✨ How he started his entrepreneurial journey✨ Advice for newbie entrepreneurs✨ Why it is important for you to focus on your financial journey✨ How to use his signature 'STILL Method' framework to evaluate your financial standing✨ How to use the Infinite Banking ConceptDon't forget to subscribe to my podcast and leave a review if you liked this episode! ✨Say Hi! to me:YouTube: www.youtube.com/channel/themarketingnomadInstagram: www.instagram.com/themarketingnomadMy Etsy Shop: https://www.etsy.com/sh...
2022-08-0540 min
Sales Team Ready PodcastHow to Build Your Wealth with Grandma’s Wisdom? with Brandon Neely | S2E007✔️ Grandmas Know Best!
What’s the best advice your grandma gave you?
Grandmothers are many things to those of us fortunate enough to know them - a friend, a storyteller, a confidant, someone who loves us despite our flaws, and a source of wisdom.
It is from this frame of mind that we welcome Brandon Neely of Grandma's Wealth Wisdom to this week's podcast, where he discusses how Grandma's wisdom can help you bu...
2022-07-1929 minSales Team Ready PodcastHow to Build Your Wealth with Grandma’s Wisdom? with Brandon Neely | S2E007✔️ Grandmas Know Best!
What’s the best advice your grandma gave you?
Grandmothers are many things to those of us fortunate enough to know them - a friend, a storyteller, a confidant, someone who loves us despite our flaws, and a source of wisdom.
It is from this frame of mind that we welcome Brandon Neely of Grandma's Wealth Wisdom to this week's podcast, where he discusses how Grandma's wisdom can help you bu...
2022-07-1929 minNot Your Average Financial Podcast™Episode 253: Everybody Else Has a Plan for Your Money with Brandon NeelyIn this episode, we ask:
Is it possible to give what you have not received?
Who is Brandon Neely?
What is Brandon’s superpower?
What does Brandon suggest?
Why does Profit First matter?
What (who) is the biggest risk?
What (who) is the biggest asset?
What happened when Brandon and Amanda sold their coffee shop business?
What about closing or selling a business?
How do you position yourself to be in a better, healthy place?
What helps the resilience of a business owner?
Would you like to hear Episode 165?
What is the STILL method?
What is CHAOS?
How mi...
2022-07-0831 min