Shows
Wealth Wisdom Financial PodcastMindset Before Money: Why Most Financial Advice is UselessWhat if wealth isn't about the product you choose, but the mindset you bring before you choose it? In this Live Counterflow interview, Brandon sits down with Bob Regnerus, a coach, strategist, and long-time contributor in the Perry Marshall ecosystem, to explore why most financial and business strategies fail without alignment, conviction, and self-awareness. Bob shares insights from over 30 years of coaching high-performing entrepreneurs, athletes, and leaders, revealing how purpose, natural advantage, and 80/20 leverage shape results long before tactics ever matter. This conversation goes deep into: Why...
2026-02-1154 minWealth Wisdom Financial PodcastMindset Before Money: Why Most Financial Advice is UselessWhat if wealth isn't about the product you choose, but the mindset you bring before you choose it? In this Live Counterflow interview, Brandon sits down with Bob Regnerus, a coach, strategist, and long-time contributor in the Perry Marshall ecosystem, to explore why most financial and business strategies fail without alignment, conviction, and self-awareness. Bob shares insights from over 30 years of coaching high-performing entrepreneurs, athletes, and leaders, revealing how purpose, natural advantage, and 80/20 leverage shape results long before tactics ever matter. This conversation goes deep into: Why...
2026-02-1154 min
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
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
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
Wealth Wisdom Financial PodcastFad Fiction: What the Latest Financial Trends Really Do to a Financial PlanAre you unwittingly falling for financial fads that could derail your wealth? What if we told you that some of history's brightest minds have been duped by financial manias? (Spoiler alert: Even Sir Isaac Newton wasn't immune!) Have you ever wondered how Ponzi schemes still manage to fool people? Or why seemingly rational investors get caught up in the dot-com frenzy? These aren't just isolated incidents - they're driven by timeless quirks in human psychology. From the South Sea Bubble of 1720 to the more recent Bitcoin boom, we're about to show you how...
2024-08-2821 minWealth Wisdom Financial PodcastFad Fiction: What the Latest Financial Trends Really Do to a Financial PlanAre you unwittingly falling for financial fads that could derail your wealth? What if we told you that some of history's brightest minds have been duped by financial manias? (Spoiler alert: Even Sir Isaac Newton wasn't immune!) Have you ever wondered how Ponzi schemes still manage to fool people? Or why seemingly rational investors get caught up in the dot-com frenzy? These aren't just isolated incidents - they're driven by timeless quirks in human psychology. From the South Sea Bubble of 1720 to the more recent Bitcoin boom, we're about to show you how...
2024-08-2821 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 PodcastBuying Lattes Verses Everything ElseWhich is more important to being more financially responsible: (1) the daily expense or (2) the major financial decision? Is penny-pinching and skipping small treats the key to financial freedom? Or, could it be that, if you get large expenses figured out, you can let the small things take care of themselves? What if there's a middle ground with way less guilt and shame? Don't worry, this episode isn't "stop buying lattes and you could be a millionaire." Yet, there is real, eye-opening math and an approach to money where you can secure your financial...
2024-08-1423 minWealth Wisdom Financial PodcastBuying Lattes Verses Everything ElseWhich is more important to being more financially responsible: (1) the daily expense or (2) the major financial decision? Is penny-pinching and skipping small treats the key to financial freedom? Or, could it be that, if you get large expenses figured out, you can let the small things take care of themselves? What if there's a middle ground with way less guilt and shame? Don't worry, this episode isn't "stop buying lattes and you could be a millionaire." Yet, there is real, eye-opening math and an approach to money where you can secure your financial...
2024-08-1423 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
Wealth Wisdom Financial PodcastClient Spotlight: When the Worst Happens to a Parent with James MilesWhat's the worst thing that can happen to a parent? To lose their child. During this time it's important to be financially strong, especially when other children are mourning along with the parents. You might learn some useful money lessons from this experience. We hope you never lose a child. Here's your chance to hear James' story and learn through his experience. James shares his life and financial journey, from how he grew up, his first investments, and his current memory care real estate endeavors. He talks about his career history...
2024-07-0355 minWealth Wisdom Financial PodcastClient Spotlight: When the Worst Happens to a Parent with James MilesWhat's the worst thing that can happen to a parent? To lose their child. During this time it's important to be financially strong, especially when other children are mourning along with the parents. You might learn some useful money lessons from this experience. We hope you never lose a child. Here's your chance to hear James' story and learn through his experience. James shares his life and financial journey, from how he grew up, his first investments, and his current memory care real estate endeavors. He talks about his career history...
2024-07-0355 min
Wealth Wisdom Financial PodcastFoundation 12: How to Write a Good Ending to Your Financial StoryWhat part of the movie is your favorite? What does your answer reveal about your money story? You might like the opening where the goals are set. You might like the climax where it's most dramatic. You might love a good ending. On your money journey, each stage is critical but how do you make sure the ending is good? Trigger Warning: We talk about faith in this episode but in an interfaith, respectful way. We believe whatever your faith, it's critical to have faith to find mea...
2024-06-2620 minWealth Wisdom Financial PodcastFoundation 12: How to Write a Good Ending to Your Financial StoryWhat part of the movie is your favorite? What does your answer reveal about your money story? You might like the opening where the goals are set. You might like the climax where it's most dramatic. You might love a good ending. On your money journey, each stage is critical but how do you make sure the ending is good? Trigger Warning: We talk about faith in this episode but in an interfaith, respectful way. We believe whatever your faith, it's critical to have faith to find mea...
2024-06-2620 min
Wealth Wisdom Financial PodcastFoundation 11: The Importance of Community for Wealth BuildingHow do you make your investment decisions? Imagine this: 75% of a certain group of investors make their choices based on what their preferred app shows. That's a staggering number, right? Now, let's talk about Tony. He's a young man who faced significant financial struggles because he was isolated and didn't have the support he needed. Tony's story underscores the importance of not going it alone when it comes to your finances.= Think about the spectrum of investors out there. On one end, we have 'zombie investors' who rely entirely on financial advisors. On the other...
2024-06-1923 minWealth Wisdom Financial PodcastFoundation 11: The Importance of Community for Wealth BuildingHow do you make your investment decisions? Imagine this: 75% of a certain group of investors make their choices based on what their preferred app shows. That's a staggering number, right? Now, let's talk about Tony. He's a young man who faced significant financial struggles because he was isolated and didn't have the support he needed. Tony's story underscores the importance of not going it alone when it comes to your finances.= Think about the spectrum of investors out there. On one end, we have 'zombie investors' who rely entirely on financial advisors. On the other...
2024-06-1923 min
Wealth Wisdom Financial PodcastFoundation 10: How To Take Ownership and Build Financial ConfidenceYou know the value of ownership. America's founding fathers saw private property as a cornerstone of our society and democracy. Still today, many value owning their home mortgage-free. They see no mortgage payment as a requirement for a happy retirement. But, what really is ownership? What can you truly own? The answers might surprise you. For example, you may own the title to something. Yet, if "possession is 9/10ths of the law" what happens to your title when someone else possesses your property? Could there be a construct that's older than ti...
2024-06-1222 minWealth Wisdom Financial PodcastFoundation 10: How To Take Ownership and Build Financial ConfidenceYou know the value of ownership. America's founding fathers saw private property as a cornerstone of our society and democracy. Still today, many value owning their home mortgage-free. They see no mortgage payment as a requirement for a happy retirement. But, what really is ownership? What can you truly own? The answers might surprise you. For example, you may own the title to something. Yet, if "possession is 9/10ths of the law" what happens to your title when someone else possesses your property? Could there be a construct that's older than ti...
2024-06-1222 min
Wealth Wisdom Financial PodcastFoundation 9: How Banking Regulations Impact Our Daily LivesHow does legislation enacted in 1933 impact your life today? Does that influence get bigger or smaller if you hear that legislation was repealed in 1999? The truth is this one piece of regulation has dramatic repercussions on how you approach creating the financial future you want. As they say, those who do not learn from history are doomed to repeat it. Are we repeating one of the biggest mistakes in American history? The only thing we can say is what you think is the mist...
2024-06-0523 minWealth Wisdom Financial PodcastFoundation 9: How Banking Regulations Impact Our Daily LivesHow does legislation enacted in 1933 impact your life today? Does that influence get bigger or smaller if you hear that legislation was repealed in 1999? The truth is this one piece of regulation has dramatic repercussions on how you approach creating the financial future you want. As they say, those who do not learn from history are doomed to repeat it. Are we repeating one of the biggest mistakes in American history? The only thing we can say is what you think is the mist...
2024-06-0523 min
Wealth Wisdom Financial PodcastFoundation 8: The Cost of Convenience with BankingIt's no secret that banks dominate both personal and business finance. Yet, the realities of fractional reserves and how bankers really think about debt might surprise you. For example, have you ever heard of Marriner Eccles? What if there was an alternative? What if that alternative put more power into the hands of everyday Americans? Want more control over your financial future? Ready to use banks for their convenience without giving them control? Listen now! 00:00 Introduction: Do Banks Rule the World? 00:33 Sara...
2024-05-2923 minWealth Wisdom Financial PodcastFoundation 8: The Cost of Convenience with BankingIt's no secret that banks dominate both personal and business finance. Yet, the realities of fractional reserves and how bankers really think about debt might surprise you. For example, have you ever heard of Marriner Eccles? What if there was an alternative? What if that alternative put more power into the hands of everyday Americans? Want more control over your financial future? Ready to use banks for their convenience without giving them control? Listen now! 00:00 Introduction: Do Banks Rule the World? 00:33 Sara...
2024-05-2923 min
Wealth Wisdom Financial PodcastFoundation 7: How to Build a Great Financial PyramidCompound interest is a misunderstood concept. From misattributed quotes to downright inaccurate ideas. Listen to hear the parable of two builders tasked with constructing a pyramid. One builder rushes in and struggles with the physical task. The other takes time to plan and make micro-adjustments, achieving success more efficiently. This story serves as a metaphor for the power of uninterrupted compounding. Time and knowledge compound just like money. Be sure to catch the simple, elementary-level math. It shows clearly how real returns can differ from expected average returns. Is your portfolio re...
2024-05-2226 minWealth Wisdom Financial PodcastFoundation 7: How to Build a Great Financial PyramidCompound interest is a misunderstood concept. From misattributed quotes to downright inaccurate ideas. Listen to hear the parable of two builders tasked with constructing a pyramid. One builder rushes in and struggles with the physical task. The other takes time to plan and make micro-adjustments, achieving success more efficiently. This story serves as a metaphor for the power of uninterrupted compounding. Time and knowledge compound just like money. Be sure to catch the simple, elementary-level math. It shows clearly how real returns can differ from expected average returns. Is your portfolio re...
2024-05-2226 min
Wealth Wisdom Financial PodcastFoundation 6: Diversification, What Many Investors MissYou've been told to diversify your portfolio but how can you tell if you're diversified enough? Does conventional thinking like the Rule of 100 or using ETFs work in 2024? What about Target Date Funds? In this episode, we reveal what conventional thinking is missing. The stat we share about Target Date Funds is one of the most surprising. Be sure you don't miss it. We live in a globalized world where you (and your assets) are more connected than ever. Isn't it time to learn the historical wisdom about non-correlated assets? ...
2024-05-1515 minWealth Wisdom Financial PodcastFoundation 6: Diversification, What Many Investors MissYou've been told to diversify your portfolio but how can you tell if you're diversified enough? Does conventional thinking like the Rule of 100 or using ETFs work in 2024? What about Target Date Funds? In this episode, we reveal what conventional thinking is missing. The stat we share about Target Date Funds is one of the most surprising. Be sure you don't miss it. We live in a globalized world where you (and your assets) are more connected than ever. Isn't it time to learn the historical wisdom about non-correlated assets? ...
2024-05-1515 min
Wealth Wisdom Financial PodcastFoundation 5: What to Focus on for Financial SuccessAre you the kind of person known for juggling numerous tasks like a boss? Yet, internally you struggle with the chaos of busyness. You might have heard about adopting mono-tasking to help discover clarity and peace. Could mono-tasking have the same impact on your financial journey? Could financial focus bring clarity and peace amid money chaos and busyness? If you want to build a strong financial future, focus is crucial to getting you there. Discover how we learned to focus on one thing at a time and overcome financial overwhelm.
2024-05-0813 minWealth Wisdom Financial PodcastFoundation 5: What to Focus on for Financial SuccessAre you the kind of person known for juggling numerous tasks like a boss? Yet, internally you struggle with the chaos of busyness. You might have heard about adopting mono-tasking to help discover clarity and peace. Could mono-tasking have the same impact on your financial journey? Could financial focus bring clarity and peace amid money chaos and busyness? If you want to build a strong financial future, focus is crucial to getting you there. Discover how we learned to focus on one thing at a time and overcome financial overwhelm.
2024-05-0813 min
Wealth Wisdom Financial PodcastFoundation 4: The Most Powerful Ways to Change Bad Money HabitsYou have bad habits. We have bad habits. We're not here to judge. There comes a time in your life when you feel a compulsion to change a bad habit. Maybe you're in one of those times right now. If you don't act right away, that feeling goes away quickly only to resurface later without any change. Get ready to be inspired by Emily's story. She's a young woman on a journey of self-discovery and transformation. She agrees with Aristotle that our habits define us: "You are what you habitually do." You already...
2024-05-0118 minWealth Wisdom Financial PodcastFoundation 4: The Most Powerful Ways to Change Bad Money HabitsYou have bad habits. We have bad habits. We're not here to judge. There comes a time in your life when you feel a compulsion to change a bad habit. Maybe you're in one of those times right now. If you don't act right away, that feeling goes away quickly only to resurface later without any change. Get ready to be inspired by Emily's story. She's a young woman on a journey of self-discovery and transformation. She agrees with Aristotle that our habits define us: "You are what you habitually do." You already...
2024-05-0118 min
Wealth Wisdom Financial PodcastFoundation 3: Life is an AdventureHow do you like your adventures? On the edge? Only a little risk? Close to home? Far away? With family and friends? All on your own? Active? Relaxing? Financial? What??? Financial? Yes, financial adventures can be the best! Tired of cookie-cutter, done-for-you money management that doesn't fit you unique goals and dreams? Join us for the adventure of a lifetime. Literally! 00:00 Lily's Financial Adventure: A Tale of Growth and Discovery 02:27 Reflecting on Lily's Journey and I...
2024-04-2417 minWealth Wisdom Financial PodcastFoundation 3: Life is an AdventureHow do you like your adventures? On the edge? Only a little risk? Close to home? Far away? With family and friends? All on your own? Active? Relaxing? Financial? What??? Financial? Yes, financial adventures can be the best! Tired of cookie-cutter, done-for-you money management that doesn't fit you unique goals and dreams? Join us for the adventure of a lifetime. Literally! 00:00 Lily's Financial Adventure: A Tale of Growth and Discovery 02:27 Reflecting on Lily's Journey and I...
2024-04-2417 min
Wealth Wisdom Financial PodcastFoundation 2: The Value of Pre-DecisionsHave you ever experienced the harsh reality of Parkinson's Law? Maybe it was in college where you crammed the night before a test when you could've been studying all semester. Maybe you experienced it when you had a work deadline that got moved up and you still got the project completed in time. Have you ever tried using Parkinson's Law to build wealth? Don't miss this episode for inspiration to use such a powerful, natural human inclination to your advantage rather than against you! 00:00 Meet Joe: A Journey from...
2024-04-1717 minWealth Wisdom Financial PodcastFoundation 2: The Value of Pre-DecisionsHave you ever experienced the harsh reality of Parkinson's Law? Maybe it was in college where you crammed the night before a test when you could've been studying all semester. Maybe you experienced it when you had a work deadline that got moved up and you still got the project completed in time. Have you ever tried using Parkinson's Law to build wealth? Don't miss this episode for inspiration to use such a powerful, natural human inclination to your advantage rather than against you! 00:00 Meet Joe: A Journey from...
2024-04-1717 min
Wealth Wisdom Financial PodcastFoundation 1: The Principle of the FirstsWhat do you do first when you wake up in the morning? What do you do first when you start your work day? What do you do first when you receive money? The answers to these questions reveal a lot about our hearts. In this episode, we reveal 3 positive results we saw when we changed what we do first when we receive money. Want to transform your money story? What if you started with what you do first?!?! Links mentioned in the episode: Grab your...
2024-04-1019 minWealth Wisdom Financial PodcastFoundation 1: The Principle of the FirstsWhat do you do first when you wake up in the morning? What do you do first when you start your work day? What do you do first when you receive money? The answers to these questions reveal a lot about our hearts. In this episode, we reveal 3 positive results we saw when we changed what we do first when we receive money. Want to transform your money story? What if you started with what you do first?!?! Links mentioned in the episode: Grab your...
2024-04-1019 min
Wealth Wisdom Financial PodcastBecoming Your Own Banker AND Bank On YourselfRecently, Brandon added "An Authorized Infinite Banking Practitioner" to his status as a Bank On Yourself® Professional. Here's proof: https://infinitebanking.org/agents/neely758. Who better to share their perspective on what BOTH Bank On Yourself AND Infinite Banking bring to bettering your financial future? As Brandon shares in the episode, we don't want to be so much AGAINST anything or anyone. We want to be FOR our clients! Get the books: The Bank On Yourself Revolution: https://www.bankonyourself.com/shop/the-bank-on-yourself-revolution-paperback Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ ...
2024-04-0316 minWealth Wisdom Financial PodcastBecoming Your Own Banker AND Bank On YourselfRecently, Brandon added "An Authorized Infinite Banking Practitioner" to his status as a Bank On Yourself® Professional. Here's proof: https://infinitebanking.org/agents/neely758. Who better to share their perspective on what BOTH Bank On Yourself AND Infinite Banking bring to bettering your financial future? As Brandon shares in the episode, we don't want to be so much AGAINST anything or anyone. We want to be FOR our clients! Get the books: The Bank On Yourself Revolution: https://www.bankonyourself.com/shop/the-bank-on-yourself-revolution-paperback Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ ...
2024-04-0316 min
Wealth Wisdom Financial PodcastHow to Find Financial GroundingWhy are people of all ages so stressed about money? Is it because we're all screwed? Is it because of all the negativity that helps social media posts and news articles get clicks? Which financial services firm would you rather work with? (1) Head in the Sand Financial Services - "We deliberately refuse to accept the truth just like you." OR (2) Head in the Clouds Financial Services - "We have lofty goals we're never gonna hit too!" Amid a chaotic world, Brandon emphasizes the need for a...
2024-03-2710 minWealth Wisdom Financial PodcastHow to Find Financial GroundingWhy are people of all ages so stressed about money? Is it because we're all screwed? Is it because of all the negativity that helps social media posts and news articles get clicks? Which financial services firm would you rather work with? (1) Head in the Sand Financial Services - "We deliberately refuse to accept the truth just like you." OR (2) Head in the Clouds Financial Services - "We have lofty goals we're never gonna hit too!" Amid a chaotic world, Brandon emphasizes the need for a...
2024-03-2710 min
Wealth Wisdom Financial PodcastHow to Stop Struggling on a 6-Figure IncomeAre you a 'HENRY' - High Earner Not Yet Rich? Some, despite earning six figures, still live paycheck to paycheck. There are too many potential causes. There's inflation, student loans, and pressures amplified by social media! Might the banking system or conventional financial strategies be to blame? Here's your chance to redefine 'HENRY' and get off the struggle bus. It's all about flipping the script and redefining the same acronym: HENRY. Plus, we offer 2 FREE resources to guide you in embracing a new financial story. It's time to break the paycheck-to-paycheck cycle and...
2024-03-2016 minWealth Wisdom Financial PodcastHow to Stop Struggling on a 6-Figure IncomeAre you a 'HENRY' - High Earner Not Yet Rich? Some, despite earning six figures, still live paycheck to paycheck. There are too many potential causes. There's inflation, student loans, and pressures amplified by social media! Might the banking system or conventional financial strategies be to blame? Here's your chance to redefine 'HENRY' and get off the struggle bus. It's all about flipping the script and redefining the same acronym: HENRY. Plus, we offer 2 FREE resources to guide you in embracing a new financial story. It's time to break the paycheck-to-paycheck cycle and...
2024-03-2016 min
Wealth Wisdom Financial PodcastNavigating Financial Fires: A Guide to Protecting Your Financial FutureThis episode addresses the six common financial 'fires' or challenges that can potentially derail one's financial well-being. These 6 fires are (1) liquidity needs, (2) long-term disability, (3) loss of life, (4) long-term care, (5) longevity, and (6) legal liability. Get your fire extinguishers ready BEFORE one of these fires hits you or your family! Join your hosts and special guest Mark Willis, CFP®. This episode is full of real-life examples. We also quickly get hopeful with ideas and share a software we offer to our clients: Asset-Map. Asset-Map is a tool visualizing one's financial situation, assets, liabilities, and insurance policies to p...
2024-03-1350 minWealth Wisdom Financial PodcastNavigating Financial Fires: A Guide to Protecting Your Financial FutureThis episode addresses the six common financial 'fires' or challenges that can potentially derail one's financial well-being. These 6 fires are (1) liquidity needs, (2) long-term disability, (3) loss of life, (4) long-term care, (5) longevity, and (6) legal liability. Get your fire extinguishers ready BEFORE one of these fires hits you or your family! Join your hosts and special guest Mark Willis, CFP®. This episode is full of real-life examples. We also quickly get hopeful with ideas and share a software we offer to our clients: Asset-Map. Asset-Map is a tool visualizing one's financial situation, assets, liabilities, and insurance policies to p...
2024-03-1350 min
Wealth Wisdom Financial PodcastHow to Save Money and Still Have FunIn 2024, is it more difficult than ever to save money? Is it still important? Are we so trapped that the only cure is doom spending? Let's get some historical perspective - complete with legit charts and graphs! We reveal a future crisis that could be even bigger than the student debt crisis. Then, we turn to how to break the cycle without cash stuffing but maybe you could mix in some loud budgeting. These 5 proven practices are what we believe are the best way to gain financial independence! All while making sure we...
2024-03-0623 minWealth Wisdom Financial PodcastHow to Save Money and Still Have FunIn 2024, is it more difficult than ever to save money? Is it still important? Are we so trapped that the only cure is doom spending? Let's get some historical perspective - complete with legit charts and graphs! We reveal a future crisis that could be even bigger than the student debt crisis. Then, we turn to how to break the cycle without cash stuffing but maybe you could mix in some loud budgeting. These 5 proven practices are what we believe are the best way to gain financial independence! All while making sure we...
2024-03-0623 min
Wealth Wisdom Financial PodcastTransforming Your Assets into an Income StreamWhat is the hardest and nastiest problem in finance? What would Nobel Prize winning economist, William Sharpe say it is? It's retirement income planning. More Americans turned 65 years old in 2023 than in any other year in American history. This transition of the baby boomer population into retirement impacts everyone and everything. Check out today's episode for resources on building a passive income stream. You could do this whether you are 40 or 90 years old or in between. We've got multiple reputable sources who aren't trying to sell you anything. Could this episode give you...
2024-02-2819 minWealth Wisdom Financial PodcastTransforming Your Assets into an Income StreamWhat is the hardest and nastiest problem in finance? What would Nobel Prize winning economist, William Sharpe say it is? It's retirement income planning. More Americans turned 65 years old in 2023 than in any other year in American history. This transition of the baby boomer population into retirement impacts everyone and everything. Check out today's episode for resources on building a passive income stream. You could do this whether you are 40 or 90 years old or in between. We've got multiple reputable sources who aren't trying to sell you anything. Could this episode give you...
2024-02-2819 min