What’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.

00:00 Introduction: Discovering Your Passion and Purpose

00:38 Background: The Journey of Banking Yourself Professionals

02:53 Podcast Welcome: Wealth Wisdom Financial

03:52 Infinite Banking: Building a Solid Financial Foundation

05:08 Guest Insights: Why We Bank on Yourself

13:13 Generational Wealth: The Long-Term Impact

18:02 Faith and Finance: A Spiritual Perspective

27:42 Closing Thoughts: Taking Control of Your Financial Future

33:17 Final Call to Action: Schedule Your Discovery Call

Links mentioned in the episode:

• Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call
• Grab your very own copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop (physical and digital versions available)

Watch on YouTube here: https://youtu.be/aMtCUYRvs6I

What'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, financial setbacks, and strategies for teaching his children financial literacy. James also talks about his faith and how it helped him during tough times. His story shows why taking smart risks, learning from your experiences, and giving your kids a good money foundation are important.

As James says, "Don't stick your head in the sand." and "Get started with your kids early."

00:00 Introduction and Welcome

00:19 James' Personal and Financial Background

02:39 Early Investment Experiences and Lessons

03:48 Questioning Traditional Financial Wisdom

06:05 Transition to Real Estate and Entrepreneurship

10:37 Discovering Wealth Wisdom

19:13 Implementing Financial Strategies for Family

19:46 The Importance of Financial Education for Children

23:32 The Value of Life Insurance Policies

32:05 Reflections on Financial Planning and Advice

43:39 Conclusion and Final Thoughts

Watch this episode on YouTube here: https://youtu.be/YQUtHS8d92I

What 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 meaning and purpose on your financial journey. Are you open to being still and letting God work on your behalf?

Don't miss Amanda's prayers (there are 2) for you and your financial journey!

00:00 Introduction: What's Your Favorite Part of a Movie?

01:09 A Family's Financial Struggle and Faith

05:59 The Importance of Setting Your Sights

10:19 Finding Strength in Faith and Financial Journeys

15:02 Final Thoughts and Encouragement

Links mentioned in the episode:

• Grab your very own copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop (physical and digital versions available)
• Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call
• Listen to the song Amanda's paraphrases here: https://open.spotify.com/track/7wDqgBeu73mUT1MSpClMU0?si=621d728884cb4b8c

Watch this episode on Youtube here: https://youtu.be/EaPgYUwhSGY