Shows
Wealth Wisdom Financial PodcastPressing Pause to Build What's NextWhat do you do when the thing you've been building needs room to become something bigger? Most people barrel into January with fresh goals, new planners, and that familiar pressure to start strong. But what if the bravest thing you could do right now is... pause? This isn't a farewell episode. It's a pivot point. In this final episode of the year, Brandon and Amanda share something they've been wrestling with behind the scenes. The podcast, the brand, the way they serve you—it's all evolving. And evolution needs breathing room....
2025-12-3112 minWealth Wisdom Financial PodcastPressing Pause to Build What's NextWhat do you do when the thing you've been building needs room to become something bigger? Most people barrel into January with fresh goals, new planners, and that familiar pressure to start strong. But what if the bravest thing you could do right now is... pause? This isn't a farewell episode. It's a pivot point. In this final episode of the year, Brandon and Amanda share something they've been wrestling with behind the scenes. The podcast, the brand, the way they serve you—it's all evolving. And evolution needs breathing room....
2025-12-3112 min
Wealth Wisdom Financial PodcastYou Didn't Start a Business to Feel Like ThisWhat if the real problem isn't your work ethic? What if it's that nobody ever taught you how to run a profitable business? You went into business to make a difference. To take care of your family. To build something that matters. But somewhere along the way, the dream turned into a grind. You're exhausted, stretched thin, and wondering why success still feels so far away. Sound familiar? Neeka Williams felt the same way. As the practice administrator for a urology company, she was doing all the "rig...
2025-12-2437 minWealth Wisdom Financial PodcastYou Didn't Start a Business to Feel Like ThisWhat if the real problem isn't your work ethic? What if it's that nobody ever taught you how to run a profitable business? You went into business to make a difference. To take care of your family. To build something that matters. But somewhere along the way, the dream turned into a grind. You're exhausted, stretched thin, and wondering why success still feels so far away. Sound familiar? Neeka Williams felt the same way. As the practice administrator for a urology company, she was doing all the "rig...
2025-12-2437 min
Wealth Wisdom Financial PodcastWhat Profit Planning Really Looks LikeWhat Happens When You Stop Juggling Spaghetti and Start Planning Profit? Have you ever felt like your business is just spaghetti thrown against a wall? You're spinning plates, putting out fires, and wondering which pieces will stick. Joseph Cadavos knows that feeling. With a real estate business closing 90-110 transactions a year, a wife running a med spa an hour away, and three school-aged kids, life was chaos. But here's what changed everything: He stopped trying to do it all and started doing what actually mattered. In this episode, Brandon sits...
2025-12-0329 minWealth Wisdom Financial PodcastWhat Profit Planning Really Looks LikeWhat Happens When You Stop Juggling Spaghetti and Start Planning Profit? Have you ever felt like your business is just spaghetti thrown against a wall? You're spinning plates, putting out fires, and wondering which pieces will stick. Joseph Cadavos knows that feeling. With a real estate business closing 90-110 transactions a year, a wife running a med spa an hour away, and three school-aged kids, life was chaos. But here's what changed everything: He stopped trying to do it all and started doing what actually mattered. In this episode, Brandon sits...
2025-12-0329 min
Wealth Wisdom Financial PodcastGet REAL Confidence Before Buying More Stuff!Are you trying to buy your way to financial peace? It's Black Friday season, and every ad promises the same thing: relief. This course will fix your business. This software will organize everything. This planner will finally make you consistent. But here's what nobody's telling you: confidence isn't a product you can purchase. In this no-BS episode, Brandon cuts through the holiday shopping noise to reveal what real financial confidence actually is—and why you can't swipe your card to get it. Discover: Why entrepreneurs get trapped in consumption cy...
2025-11-2515 minWealth Wisdom Financial PodcastGet REAL Confidence Before Buying More Stuff!Are you trying to buy your way to financial peace? It's Black Friday season, and every ad promises the same thing: relief. This course will fix your business. This software will organize everything. This planner will finally make you consistent. But here's what nobody's telling you: confidence isn't a product you can purchase. In this no-BS episode, Brandon cuts through the holiday shopping noise to reveal what real financial confidence actually is—and why you can't swipe your card to get it. Discover: Why entrepreneurs get trapped in consumption cy...
2025-11-2515 min
Wealth Wisdom Financial PodcastWhat's the REAL Secret to Getting AHEAD? Do you ever feel like you're doing everything "right" in your business - clients are happy, revenue is growing - but you still feel behind and anxious? In this raw, real episode, Brandon digs into the hidden systems silently running your financial life and sabotaging your peace. If hustling harder isn't working, this will be a game-changer. Discover: The secret biological wiring keeping you stuck in "survival mode" (even when you're successful) How to find clarity and calm in the chaos (and make money decisions you trust) The real...
2025-11-0513 minWealth Wisdom Financial PodcastWhat's the REAL Secret to Getting AHEAD? Do you ever feel like you're doing everything "right" in your business - clients are happy, revenue is growing - but you still feel behind and anxious? In this raw, real episode, Brandon digs into the hidden systems silently running your financial life and sabotaging your peace. If hustling harder isn't working, this will be a game-changer. Discover: The secret biological wiring keeping you stuck in "survival mode" (even when you're successful) How to find clarity and calm in the chaos (and make money decisions you trust) The real...
2025-11-0513 min
Wealth Wisdom Financial PodcastSmall Business Is Sacred: Stop Apologizing for ProfitToo many small business owners feel guilty about making money. But what if profit isn't the problem ... but the solution? In this powerful episode, Brandon exposes the cultural lie that's keeping too many purpose-driven entrepreneurs broke, burned out, and secretly ashamed of their success. You'll discover: Why profit is actually the fuel for your purpose (not the enemy of it) How your profitability directly impacts the people you serve The real cost of downplaying your wins or charging less than you're worth How to reframe financial success as a sacred re...
2025-10-2911 minWealth Wisdom Financial PodcastSmall Business Is Sacred: Stop Apologizing for ProfitToo many small business owners feel guilty about making money. But what if profit isn't the problem ... but the solution? In this powerful episode, Brandon exposes the cultural lie that's keeping too many purpose-driven entrepreneurs broke, burned out, and secretly ashamed of their success. You'll discover: Why profit is actually the fuel for your purpose (not the enemy of it) How your profitability directly impacts the people you serve The real cost of downplaying your wins or charging less than you're worth How to reframe financial success as a sacred re...
2025-10-2911 min
Wealth Wisdom Financial PodcastIs Financial Discipline a Trap? The Wealth Secret No One Tells YouWhat if every budget you've ever "failed" wasn't your fault at all? Here's the truth they don't want you to know: Your budget isn't broken. Your willpower isn't weak. Your body is literally hijacking your financial decisions to protect you from perceived danger. In this episode, Brandon exposes the invisible force that's been sabotaging even the smartest, most capable people... and it has nothing to do with discipline. You'll discover: Why your brain goes offline the moment you open your bank account (and what's really happening in your nervous system)
2025-10-1509 minWealth Wisdom Financial PodcastIs Financial Discipline a Trap? The Wealth Secret No One Tells YouWhat if every budget you've ever "failed" wasn't your fault at all? Here's the truth they don't want you to know: Your budget isn't broken. Your willpower isn't weak. Your body is literally hijacking your financial decisions to protect you from perceived danger. In this episode, Brandon exposes the invisible force that's been sabotaging even the smartest, most capable people... and it has nothing to do with discipline. You'll discover: Why your brain goes offline the moment you open your bank account (and what's really happening in your nervous system)
2025-10-1509 min
Wealth Wisdom Financial PodcastHow to Scale Your Business Without Losing Your Sanity👉 Feeling stuck in the grind of running your business? You're not alone. In this episode, Brandon sits down with Justin Lund, entrepreneur, operator, and the brains behind Propel, to talk about what it really takes to scale without sacrificing your sanity. Justin's story isn't your typical business bio. He's built companies, sold them, lost tens of millions in a legal storm, and came back stronger. His personal journey through addiction recovery and professional reinvention makes this conversation raw, real, and ridiculously insightful. We cover: ✅ Why financial...
2025-10-0143 minWealth Wisdom Financial PodcastHow to Scale Your Business Without Losing Your Sanity👉 Feeling stuck in the grind of running your business? You're not alone. In this episode, Brandon sits down with Justin Lund, entrepreneur, operator, and the brains behind Propel, to talk about what it really takes to scale without sacrificing your sanity. Justin's story isn't your typical business bio. He's built companies, sold them, lost tens of millions in a legal storm, and came back stronger. His personal journey through addiction recovery and professional reinvention makes this conversation raw, real, and ridiculously insightful. We cover: ✅ Why financial...
2025-10-0143 min
Wealth Wisdom Financial PodcastGenerational Wealth Done RightIn this episode, Brandon Neely sits down with estate planning and probate attorney Paul Deloughery to explore the deeper meaning behind inheritance, legacy, and wealth transfer. You'll hear Paul share eye-opening insights on why some families flourish after inheriting wealth, while others fall apart. The conversation goes beyond wills and trusts to uncover how estate planning is really about protecting relationships, not just assets. Together, we discuss: Why estate planning matters and the myths that keep people from doing it. Paul's sudden inheritance story and the reality of Sudden Wealth Syndrome. How grief, trauma, a...
2025-09-2444 minWealth Wisdom Financial PodcastGenerational Wealth Done RightIn this episode, Brandon Neely sits down with estate planning and probate attorney Paul Deloughery to explore the deeper meaning behind inheritance, legacy, and wealth transfer. You'll hear Paul share eye-opening insights on why some families flourish after inheriting wealth, while others fall apart. The conversation goes beyond wills and trusts to uncover how estate planning is really about protecting relationships, not just assets. Together, we discuss: Why estate planning matters and the myths that keep people from doing it. Paul's sudden inheritance story and the reality of Sudden Wealth Syndrome. How grief, trauma, a...
2025-09-2444 min
Wealth Wisdom Financial PodcastHow to Buy & Sell a Small Business (Without Getting Burned)In this episode, Brandon Neely sits down with David C. Barnett, a small business transaction expert, consultant, and author of The Business Fortress. With decades of experience helping entrepreneurs buy, sell, finance, and strengthen their companies, David brings a wealth of wisdom about what makes a business resilient versus fragile. The conversation follows David's journey from his early business curiosity and career with the Yellow Pages to navigating the 2008–09 financial crisis, and eventually building a practice that helps business owners worldwide. Along the way, Brandon and David dig into the big ideas from The Business Fortress and wh...
2025-09-1747 minWealth Wisdom Financial PodcastHow to Buy & Sell a Small Business (Without Getting Burned)In this episode, Brandon Neely sits down with David C. Barnett, a small business transaction expert, consultant, and author of The Business Fortress. With decades of experience helping entrepreneurs buy, sell, finance, and strengthen their companies, David brings a wealth of wisdom about what makes a business resilient versus fragile. The conversation follows David's journey from his early business curiosity and career with the Yellow Pages to navigating the 2008–09 financial crisis, and eventually building a practice that helps business owners worldwide. Along the way, Brandon and David dig into the big ideas from The Business Fortress and wh...
2025-09-1747 min
Wealth Wisdom Financial PodcastBrothers Breaking FINANCIAL Barriers One Bank at a TimeIn this episode of the Wealth Wisdom Financial Podcast, host Brandon Neely welcomes "The Banking Bros" Jeremiah and Jonah, two real-life brothers bringing fresh perspective and family-rooted wisdom to the world of Infinite Banking. The conversation traces their unique paths from traditional banking and ministry into becoming passionate advocates for the Infinite Banking Concept (IBC). Along the way, they explore how faith, family, and cultural context have shaped their financial philosophies. Together, they unpack: Their journey from conventional careers into Infinite Banking Where they agree and disagree with financial voices li...
2025-09-1046 minWealth Wisdom Financial PodcastBrothers Breaking FINANCIAL Barriers One Bank at a TimeIn this episode of the Wealth Wisdom Financial Podcast, host Brandon Neely welcomes "The Banking Bros" Jeremiah and Jonah, two real-life brothers bringing fresh perspective and family-rooted wisdom to the world of Infinite Banking. The conversation traces their unique paths from traditional banking and ministry into becoming passionate advocates for the Infinite Banking Concept (IBC). Along the way, they explore how faith, family, and cultural context have shaped their financial philosophies. Together, they unpack: Their journey from conventional careers into Infinite Banking Where they agree and disagree with financial voices li...
2025-09-1046 min
Wealth Wisdom Financial PodcastFrom Immigrant Hustle to Real Estate Empire – The Kitti Sisters' StoryWhat does it take to pivot from a collapsing business model into a thriving, future-proof venture? Sisters Palmy and Nancy know this story firsthand. In this episode of the Wealth Wisdom Financial Channel, host Brandon Neely sits down with the duo who transformed a $2,000 fashion startup into a $4 million company, only to reinvent themselves again after losing their biggest client. Instead of letting that setback define them, they shifted gears into real estate investing, flipping properties, and ultimately scaling into apartment syndication and multifamily ownership. Their journey isn't just about dollars; it...
2025-09-0351 minWealth Wisdom Financial PodcastFrom Immigrant Hustle to Real Estate Empire – The Kitti Sisters' StoryWhat does it take to pivot from a collapsing business model into a thriving, future-proof venture? Sisters Palmy and Nancy know this story firsthand. In this episode of the Wealth Wisdom Financial Channel, host Brandon Neely sits down with the duo who transformed a $2,000 fashion startup into a $4 million company, only to reinvent themselves again after losing their biggest client. Instead of letting that setback define them, they shifted gears into real estate investing, flipping properties, and ultimately scaling into apartment syndication and multifamily ownership. Their journey isn't just about dollars; it...
2025-09-0351 min
Wealth Wisdom Financial PodcastRun a Business That Makes Money and Changes LIVES with Ron SaharyanIn this episode of the Wealth Wisdom Financial Podcast, Brandon Neely sits down with Ron Saharyan, Co-Founder and Managing Partner of Profit First Professionals, to talk about the heart of small business success, cash flow, profit, and building a business that works for you instead of draining you. Ron has over 20 years of experience in scaling organizations, from running companies in the staffing industry to building Profit First Professionals from Mike Michalowicz's basement in 2014 into a global network of accountants, bookkeepers, and coaches who are transforming the way entrepreneurs handle money. Kn...
2025-08-2739 minWealth Wisdom Financial PodcastRun a Business That Makes Money and Changes LIVES with Ron SaharyanIn this episode of the Wealth Wisdom Financial Podcast, Brandon Neely sits down with Ron Saharyan, Co-Founder and Managing Partner of Profit First Professionals, to talk about the heart of small business success, cash flow, profit, and building a business that works for you instead of draining you. Ron has over 20 years of experience in scaling organizations, from running companies in the staffing industry to building Profit First Professionals from Mike Michalowicz's basement in 2014 into a global network of accountants, bookkeepers, and coaches who are transforming the way entrepreneurs handle money. Kn...
2025-08-2739 min
Wealth Wisdom Financial PodcastCash Flow Over Net Worth: Bruce Wehner's Guide to Infinite BankingIn This Episode of the Wealth Wisdom Financial Podcast, host Brandon Neely sits down with Bruce Wehner, Chief Cash Flow Strategist at e3 Wealth and co-host of The Money Advantage Podcast. With decades of experience in education, entrepreneurship, and advanced wealth strategies, Bruce brings a rare blend of real-world grit and financial acumen to the table. From running a trapping business in high school to managing an automotive shop, and now advising high-net-worth clients, Bruce's journey is anything but ordinary. He shares how those early lessons in cash flow management became the foundation for helping f...
2025-08-201h 01Wealth Wisdom Financial PodcastCash Flow Over Net Worth: Bruce Wehner's Guide to Infinite BankingIn This Episode of the Wealth Wisdom Financial Podcast, host Brandon Neely sits down with Bruce Wehner, Chief Cash Flow Strategist at e3 Wealth and co-host of The Money Advantage Podcast. With decades of experience in education, entrepreneurship, and advanced wealth strategies, Bruce brings a rare blend of real-world grit and financial acumen to the table. From running a trapping business in high school to managing an automotive shop, and now advising high-net-worth clients, Bruce's journey is anything but ordinary. He shares how those early lessons in cash flow management became the foundation for helping f...
2025-08-201h 01
Wealth Wisdom Financial PodcastHe QUIT His 6-Figure Job FOR Real Estate RichesIn this episode of the Wealth Wisdom Financial Podcast, host Brandon Neely sits down with Mickey Curd, a seasoned healthcare operations leader turned full-time real estate investor. After 25 years in logistics and support services for hospitals across the Midwest, Mickey made the bold leap in 2024, leaving his W-2 behind to focus fully on real estate. But this wasn't a jump without a parachute. Mickey shares how he restarted his real estate investing journey in 2018 with just two properties, and scaled that into a diverse portfolio of 38 units, including single-family homes, duplexes, and 4-plexes, primarily in...
2025-08-1342 minWealth Wisdom Financial PodcastHe QUIT His 6-Figure Job FOR Real Estate RichesIn this episode of the Wealth Wisdom Financial Podcast, host Brandon Neely sits down with Mickey Curd, a seasoned healthcare operations leader turned full-time real estate investor. After 25 years in logistics and support services for hospitals across the Midwest, Mickey made the bold leap in 2024, leaving his W-2 behind to focus fully on real estate. But this wasn't a jump without a parachute. Mickey shares how he restarted his real estate investing journey in 2018 with just two properties, and scaled that into a diverse portfolio of 38 units, including single-family homes, duplexes, and 4-plexes, primarily in...
2025-08-1342 min
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 tha...
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 tha...
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 spiritual walk....
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 spiritual walk....
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 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...
2025-02-2613 minWealth Wisdom Financial PodcastSecuring Your Business's Future: The Key Person StrategyCould your business survive losing a key team member tomorrow? Most can't - but there's a solution that too few business owners know about. In this episode, we're tackling a critical but often overlooked strategy that could save your business in a crisis (or in the dreaded "I quit effective immediately" situation). Plus, we'll show you how protecting your key people isn't just about avoiding disaster - it's about building stronger loyalty and retention. Key Quote: "Key person protection isn't just insurance - it's a strategic tool that shows your team you value them enough...
2025-02-2613 min
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
The How To Podcast Series - Revolving Co-Hosts, Actionable 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
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
Wealth Wisdom Financial PodcastThe Real Cost of Fees and Why You Should CareAre you intrigued by the hidden impact of fees on your retirement savings? Do you want to uncover the truth about compound interest's 'sneaky dark side'? Watch as Amanda and Brandon expose 5 key places where hidden fees might be lurking in your financial plans. They debunk the myths around compound interest and reveal how even small fees can devour a significant portion of your nest egg over time. Are you ready to learn about the real effects of fees on various financial strategies, including market investments, annuities, and whole-life insurance policies? It's time to take...
2024-08-0735 minWealth Wisdom Financial PodcastThe Real Cost of Fees and Why You Should CareAre you intrigued by the hidden impact of fees on your retirement savings? Do you want to uncover the truth about compound interest's 'sneaky dark side'? Watch as Amanda and Brandon expose 5 key places where hidden fees might be lurking in your financial plans. They debunk the myths around compound interest and reveal how even small fees can devour a significant portion of your nest egg over time. Are you ready to learn about the real effects of fees on various financial strategies, including market investments, annuities, and whole-life insurance policies? It's time to take...
2024-08-0735 min
Wealth Wisdom Financial PodcastDebunking the Myths: 8 Common Misconceptions About Infinite BankingAre you curious about Infinite Banking? Do you want to sort the facts from fiction? Then watch as Amanda and Brandon address the 8 common misconceptions about the Infinite Banking concept. They debunk myths such as Infinite Banking being a get-rich-quick scheme, only for the wealthy, or a new and unproven concept. It's time to learn more about tax benefits, policy growth, and how Infinite Banking fits into a comprehensive financial plan! Whether skeptical or intrigued, this episode provides the clarity you need to make informed decisions about your personal and business finances. Don't let misinformation...
2024-07-3120 minWealth Wisdom Financial PodcastDebunking the Myths: 8 Common Misconceptions About Infinite BankingAre you curious about Infinite Banking? Do you want to sort the facts from fiction? Then watch as Amanda and Brandon address the 8 common misconceptions about the Infinite Banking concept. They debunk myths such as Infinite Banking being a get-rich-quick scheme, only for the wealthy, or a new and unproven concept. It's time to learn more about tax benefits, policy growth, and how Infinite Banking fits into a comprehensive financial plan! Whether skeptical or intrigued, this episode provides the clarity you need to make informed decisions about your personal and business finances. Don't let misinformation...
2024-07-3120 min
Wealth Wisdom Financial PodcastThe Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial PlanDo you ever wonder: How does the Infinite Banking concept fit into a comprehensive financial plan? Is it similar to or different from a traditional or a conventional financial method? How does it work with more conventional methods? Who does it work best for? How much should someone put into their policy? Join Amanda Neely, CFP® as she answers these 5 questions generated by AI on how and how NOT to incorporate high-cash-value, dividend-paying whole life insurance into a financial plan. Yes, there's even a mention of Gandalf! 00:00 Welcome to Wealth Wisdom Financial Podcast
2024-07-2425 minWealth Wisdom Financial PodcastThe Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial PlanDo you ever wonder: How does the Infinite Banking concept fit into a comprehensive financial plan? Is it similar to or different from a traditional or a conventional financial method? How does it work with more conventional methods? Who does it work best for? How much should someone put into their policy? Join Amanda Neely, CFP® as she answers these 5 questions generated by AI on how and how NOT to incorporate high-cash-value, dividend-paying whole life insurance into a financial plan. Yes, there's even a mention of Gandalf! 00:00 Welcome to Wealth Wisdom Financial Podcast
2024-07-2425 min
Wealth Wisdom Financial PodcastInfinite Banking Unveiled: Trends, Strategies, and Pitfalls with Brandon NeelyCurious why Infinite Banking is becoming more and more popular? Ready to learn more about Infinite Banking? Join our in-house Authorized IBC Practitioner Brandon Neely as he tackles burning questions about this trending financial strategy. Questions Include: ▶︎ Why is Infinite Banking gaining massive popularity? ▶︎ How is it stacking up against traditional savings methods? ▶︎ How can you know the potential pitfalls you need to avoid? Get ready for the answer to all these questions as Brandon reveals how to assess if Infinite Banking aligns with your personal goals. Don't...
2024-07-1715 minWealth Wisdom Financial PodcastInfinite Banking Unveiled: Trends, Strategies, and Pitfalls with Brandon NeelyCurious why Infinite Banking is becoming more and more popular? Ready to learn more about Infinite Banking? Join our in-house Authorized IBC Practitioner Brandon Neely as he tackles burning questions about this trending financial strategy. Questions Include: ▶︎ Why is Infinite Banking gaining massive popularity? ▶︎ How is it stacking up against traditional savings methods? ▶︎ How can you know the potential pitfalls you need to avoid? Get ready for the answer to all these questions as Brandon reveals how to assess if Infinite Banking aligns with your personal goals. Don't...
2024-07-1715 min
Wealth Wisdom Financial 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-lasting financial security. ...
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-lasting financial security. ...
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...
2024-06-2732 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
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
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
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
Tech Diva Biz TalksProfit First Strategies: A Conversation with Brandon NeelyBrandon 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, LLC from 2008 through 2018. Now, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and couples and profitability strategies for businesses. Business owners: Brandon and his wife have been in your shoes! Brandon Neely and Audrey Wiggins chopped it up on various topics related to business ownership, financial planning, and personal goals. Brandon discussed the challenges and lessons learned f...
2023-08-2833 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
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/
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 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
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 Investors with David RichterLessons 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
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