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
  • Beyond the Business: Building Personal Wealth for Long-Term Entrepreneurial Success
    Nov 27 2024

    Discover why focusing solely on your business could put your personal financial security at risk—and learn the strategy that keeps you financially safe, whether your business thrives or not.

    In this episode, we reveal:

    • The #1 reason businesses fail (hint: it’s not a lack of passion or a bad product).
    • Why your business shouldn’t be your only retirement plan.
    • The power of margins in life and business—how to create space for financial security and joy.
    • Our personal story of making a crucial mistake early on and how we pivoted to build lasting personal wealth.
    • How a parallel growth strategy can help you thrive in both business and personal finance.

    This episode is perfect for entrepreneurs who want to build wealth beyond their business. Whether you’re just starting out, looking to diversify your income, or preparing for a secure retirement, this episode will show you how to protect your financial future without sacrificing your business goals.

    Listen now to learn how to create a personal financial safety net, avoid burnout, and achieve long-term success. And keep an ear out for a fun nerd reference that ties everything together!

    00:00 Introduction: Beyond Business Success

    01:30 The Importance of Personal Wealth

    02:43 Understanding Margins in Life and Business

    05:06 Real-Life Examples and Lessons

    07:28 Parallel Growth Strategy

    10:01 Addressing Common Objections

    13:15 Conclusion and Next Steps

    Links mentioned in the show:

    • Reserve your spot in Wealth Wisdom Week here: https://wealthwisdomfp.com/seminar
    • Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn
    • Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call
    • Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community

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

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    17 mins
  • Breaking the Failure Cycle: Mastering the Numbers Game in Small Business
    Nov 20 2024

    Discover why 45% of businesses fail in the first 5 years (hint: it's not about your product or service) and learn the revolutionary system that's helping entrepreneurs break free from the feast-or-famine cycle.

    In this episode, we reveal:

    • Why traditional budgeting is setting you up for failure
    • A counterintuitive approach that makes profit inevitable, not optional
    • The simple 5-account system that eliminates financial anxiety
    • Our personal journey from financial stress to confidence using this method

    Perfect for: Business owners who hate budgeting but know they need better financial control. Whether you're barely making ends meet or ready to scale, this episode shows you how to finally master your numbers without becoming an accountant.

    Listen now to transform your relationship with business finances and break free from the failure statistics. Be sure to catch the Star Trek reference!

    00:00 Introduction to Financial Freedom

    00:28 Debunking Profit First Misconceptions

    01:25 Welcome to Wealth Wisdom Financial Podcast

    02:03 Celebrating Small Businesses

    02:57 The Importance of Simple Financial Systems

    03:41 Understanding Profit First

    07:27 Applying Profit First Principles

    16:53 Overcoming Common Objections

    24:37 Join the Profit Planning Network

    26:02 Wealth Wisdom Week Announcement

    27:13 Conclusion and Call to Action

    Links mentioned in the show:

    • Reserve your spot in Wealth Wisdom Week here: https://wealthwisdomfp.com/seminar
    • Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn
    • Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call
    • Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community

    Watch on YouTube here: https://youtu.be/Cz1pNz_hl40

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    28 mins
  • Decoding Your Financial DNA: Aligning Your Business with Your Life's Purpose
    Nov 13 2024

    Ever wonder if your business is truly aligned with your life's calling? What if your entrepreneurial journey was more than just making money? What if your business fulfilled your destiny?

    In this episode we're diving deep into the secret sauce of your "financial DNA" - that perfect blend of your life's purpose, your money story, and your path to profitability. Spoiler alert: it's about way more than just cashing those checks.

    Now, we know what you're thinking - "But what about the bottom line?" Don't worry, the Wealth Wisdom crew has got you covered. They're here to show you that purpose and profit are not mutually exclusive. In fact, when you're truly aligned with your calling, you're more likely to persist through challenges and find innovative ways to be profitable.

    So, are you ready to decode your financial DNA and build a business that truly reflects who you are and what you're meant to do?

    00:00 Introduction: Aligning Business with Life's Calling

    00:47 Welcome to Wealth Wisdom Financial Podcast

    01:26 Celebrating Small Businesses

    01:48 Decoding Your Financial DNA

    04:23 Recognizing Your Calling

    05:23 Decoding Your Money Story

    05:42 Pursuing Profitability

    08:08 Personal Story: Going All In

    11:59 Purpose AND Profit

    13:00 Profit Planning Network

    14:55 Conclusion and Call to Action

    Links mentioned in the show:

    • Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn
    • Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call
    • Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community

    Watch on YouTube here: https://youtu.be/bkrvFhViI80

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    16 mins

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