Wealth Wisdom Financial Podcast  By  cover art

Wealth Wisdom Financial Podcast

By: Brandon Neely and Amanda Neely CFP®
  • Summary

  • There 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. That’s why many step away from conventional financial thinking: It doesn’t help them build long-term wealth or a lifestyle they love. The better alternative? Wealth wisdom! Wealth wisdom isn’t one-size-fits-all advice, but timeless principles that show you how to build the wealth you want for your dream lifestyle—whether you’re an employee or a business owner. The Wealth Wisdom Financial Podcast shows you how to build wealth in all areas of life and business and goes way beyond financial wealth. Hosts Brandon Neely and Amanda Neely, CFP® are pumped to be your allies as you expand your financial confidence to stand the tests of time. On the Wealth Wisdom Financial Podcast you will discover: - How a banker’s mindset can help you be profitable in any economy - How to defeat financial confusion, haphazardness, anxiety, overwhelm, and stress - How to start a profit habit that ends entrepreneurial poverty - And much much more all grounded in the wisdom of the ages May you live long and profit.
    2018-2024
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Episodes
  • The Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial Plan
    Jul 24 2024

    Do 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

    03:15 The Importance of Assumptions in Financial Planning

    06:08 Traditional vs. Conventional Financial Planning

    08:51 Integrating Infinite Banking with Other Strategies

    10:55 Who Benefits Most from Infinite Banking?

    14:55 Opportunity Costs and Financial Decision Making

    19:15 Personal Experiences with Infinite Banking

    Links mentioned in the episode:

    • Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call

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

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    26 mins
  • Infinite Banking Unveiled: Trends, Strategies, and Pitfalls with Brandon Neely
    Jul 17 2024

    Curious 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 miss this chance to revolutionize your financial future - watch now and discover if Infinite Banking could be your key to unlocking unprecedented wealth!

    00:00 Introduction and Setup

    01:44 Question 1: Why is Infinite Banking Gaining Popularity?

    03:18 Question 2: Infinite Banking vs Traditional Strategies

    05:37 Question 3: Misconceptions and Pitfalls

    07:44 Question 4: Assessing Suitability for Infinite Banking

    10:30 Question 5: Future Threats to Infinite Banking

    13:07 Conclusion and Next Steps

    Links mentioned in the episode:

    • Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call

    Watch on YouTube here: https://youtu.be/l13svsa4DIQ

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    16 mins
  • 5 Bank On Yourself Professionals Share Why They Do What They Do
    Jul 10 2024

    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

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    36 mins

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