Wealth Wisdom Financial Podcast

By Brandon Neely and Amanda Neely, CFP®

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Category: Investing

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Subscribers: 5
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Episodes: 288

Description

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.

Episode Date
Finale: Say the Quiet Part Out Loud
Jun 10, 2026
Exit Strategy for Business Owners: Build Freedom Without Selling | Jason Duncan
Mar 04, 2026
Mindset Before Money: Why Most Financial Advice is Useless
Feb 11, 2026
Why Most Business Owners Struggle with Cash Flow and How Profit First Fixes It
Jan 07, 2026
Pressing Pause to Build What's Next
Dec 31, 2025
You Didn't Start a Business to Feel Like This
Dec 24, 2025
Building a STAR Business: Personalization, AI Tools, and Counterflow
Dec 17, 2025
When the Beans Run Dry: How a Coffee Shop Taught Us the Truth About Money
Dec 10, 2025
What Profit Planning Really Looks Like
Dec 03, 2025
Get REAL Confidence Before Buying More Stuff!
Nov 25, 2025
Entrepreneurs Need a BIG Emotional Reset to Make Money Without Shame
Nov 19, 2025
What REALLY Fixes Your FINANCES?
Nov 12, 2025
What's the REAL Secret to Getting AHEAD?
Nov 05, 2025
Small Business Is Sacred: Stop Apologizing for Profit
Oct 29, 2025
It's Not a Money Problem. It's a Broken Model Problem.
Oct 22, 2025
Is Financial Discipline a Trap? The Wealth Secret No One Tells You
Oct 15, 2025
What's REALLY Controlling Your Budget DECISIONS?
Oct 08, 2025
How to Scale Your Business Without Losing Your Sanity
Oct 01, 2025
Generational Wealth Done Right
Sep 24, 2025
How to Buy & Sell a Small Business (Without Getting Burned)
Sep 17, 2025
Brothers Breaking FINANCIAL Barriers One Bank at a Time
Sep 10, 2025
From Immigrant Hustle to Real Estate Empire – The Kitti Sisters' Story
Sep 03, 2025
Run a Business That Makes Money and Changes LIVES with Ron Saharyan
Aug 27, 2025
Cash Flow Over Net Worth: Bruce Wehner's Guide to Infinite Banking
Aug 20, 2025
He QUIT His 6-Figure Job FOR Real Estate Riches
Aug 13, 2025
Infinite Banking Secrets Revealed: Grant Thompson on Building Wealth & Financial Freedom
Aug 06, 2025
RAW: Remarkable Truths That Will CHANGE Your Life
Jul 30, 2025
How We Make Money Talk FUN and EASY!
Jul 23, 2025
Best of 2025 SO FAR: Top Strategies for Entrepreneurs
Jul 16, 2025
Can You Really Retire Without Risk? The 3-Part Safe Money Plan
Jul 09, 2025
Declare Your Financial Independence: A Mid-Year Check-In for Business Owners & Investors
Jul 02, 2025
Recession-Resilient & Inflation-Resistant Businesses: Strategies for Certainty
Jun 25, 2025
Building WEALTH in the AI Era - Can You Keep Up?
Jun 18, 2025
Running a Business? SAVE For College TOO!
Jun 11, 2025
Retirement Planning for Business Owners: Breaking the Rules That Hold You Back
Jun 03, 2025
Plateau to Profitability: Breaking Free When 7-Figures Still Feels Like Struggling
May 28, 2025
Sustainable Scaling: Growing Your Business Without Burning Out
May 21, 2025
Streamline or Struggle: Financial Systems That Unlock Growth
May 14, 2025
What's Stopping Your Business From Growing Faster?
May 07, 2025
Stop Believing THESE Debt Myths (Before It's Too Late)
Apr 30, 2025
Work-Life Integration for Business Owners
Apr 23, 2025
Delegation Strategies for Control-Freak Entrepreneurs
Apr 16, 2025
Small Business Owners Must Set Boundaries To Achieve Success
Apr 09, 2025
How to Work Less & Earn More in Your Business
Apr 02, 2025
Business Owner's Guide to Life-Long Tax Planning
Mar 26, 2025
Bookkeeping Systems for Busy Entrepreneurs
Mar 19, 2025
Small Business Tax Mistakes
Mar 12, 2025
Tax Strategies for Business Owners Under $1 Million
Mar 05, 2025
Securing Your Business's Future: The Key Person Strategy
Feb 26, 2025
Employee Retention Strategies That Won't Break the Bank
Feb 19, 2025
How to Get the Best Private Money Deal with Kevin Amolsch
Feb 14, 2025
Building Company Culture in Small Business
Feb 12, 2025
How to Hire: Complete Guide
Feb 05, 2025
Setting Financial Goals: A Framework for Entrepreneurs
Jan 29, 2025
Business Owner's Guide to Cash Flow Management
Jan 22, 2025
Financial Systems for 7-Figure Business Growth
Jan 15, 2025
How to Create a Small Business Budget That Actually Works
Jan 08, 2025
Design Your 2025: A Different Kind of Resolution
Dec 31, 2024
The Ultimate 2024 Recap: Looking Back at the Year
Dec 24, 2024
The Psychology of Your Year-End Money Moves
Dec 18, 2024
Reset Your Money Mindset: From Scarcity to Abundance
Dec 11, 2024
The Business Owner's Wealth Trap: Breaking Free from the Revenue-Wealth Gap
Dec 04, 2024
Beyond the Business: Building Personal Wealth for Long-Term Entrepreneurial Success
Nov 27, 2024
Breaking the Failure Cycle: Mastering the Numbers Game in Small Business
Nov 20, 2024
Decoding Your Financial DNA: Aligning Your Business with Your Life's Purpose
Nov 13, 2024
STRENGTH IN NUMBERS Means BIG Wins for Small Business!
Nov 06, 2024
Smarter Generosity Made EASY!
Oct 30, 2024
Is Leaving a Financial Legacy Virtuous? Balancing Self-Care, Family Values, and Generational Wealth
Oct 23, 2024
Compounding Kindness: Unlikely Stress-Reducing Financial Concepts
Oct 16, 2024
How Bank On Yourself, Profit First, EOS, YNAB and STILL Combine for Financial Success
Oct 09, 2024
Planning Your Financial Future: Why Money Isn't the Only Factor!
Oct 02, 2024
Money Lessons from Past Recessions: Smart Strategies for Today
Sep 25, 2024
Grow Your Retirement Money Safely in Turbulent Times
Sep 18, 2024
Stay Strong with Money: Build Resilience for Tough Times
Sep 11, 2024
Make an Impact, Be Tough but Adaptable with Perry Marshall
Sep 04, 2024
Fad Fiction: What the Latest Financial Trends Really Do to a Financial Plan
Aug 28, 2024
How Financial Advisors Prey on Human Psychology
Aug 21, 2024
Buying Lattes Verses Everything Else
Aug 14, 2024
The Real Cost of Fees and Why You Should Care
Aug 07, 2024
Debunking the Myths: 8 Common Misconceptions About Infinite Banking
Jul 31, 2024
The Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial Plan
Jul 24, 2024
Infinite Banking Unveiled: Trends, Strategies, and Pitfalls with Brandon Neely
Jul 17, 2024
5 Bank On Yourself Professionals Share Why They Do What They Do
Jul 10, 2024
Client Spotlight: When the Worst Happens to a Parent with James Miles
Jul 03, 2024
Foundation 12: How to Write a Good Ending to Your Financial Story
Jun 26, 2024
Foundation 11: The Importance of Community for Wealth Building
Jun 19, 2024
Foundation 10: How To Take Ownership and Build Financial Confidence
Jun 12, 2024
Foundation 9: How Banking Regulations Impact Our Daily Lives
Jun 05, 2024
Foundation 8: The Cost of Convenience with Banking
May 29, 2024
Foundation 7: How to Build a Great Financial Pyramid
May 22, 2024
Foundation 6: Diversification, What Many Investors Miss
May 15, 2024
Foundation 5: What to Focus on for Financial Success
May 08, 2024
Foundation 4: The Most Powerful Ways to Change Bad Money Habits
May 01, 2024
Foundation 3: Life is an Adventure
Apr 24, 2024
Foundation 2: The Value of Pre-Decisions
Apr 17, 2024
Foundation 1: The Principle of the Firsts
Apr 10, 2024
Becoming Your Own Banker AND Bank On Yourself
Apr 03, 2024
How to Find Financial Grounding
Mar 27, 2024
How to Stop Struggling on a 6-Figure Income
Mar 20, 2024
Navigating Financial Fires: A Guide to Protecting Your Financial Future
Mar 13, 2024
How to Save Money and Still Have Fun
Mar 06, 2024
Transforming Your Assets into an Income Stream
Feb 28, 2024
Real Estate Investors Biggest Fail
Feb 20, 2024
Your Money or Your Passion
Feb 14, 2024
Profit First: How It's Going 5 Years Later (Part Two)
Feb 07, 2024
Profit First: How It's Going 5 Years Later (Part One)
Jan 31, 2024
Why Budgets Don't Work and What Does
Jan 24, 2024
Banking On Ourselves: How It's Going 10 Years Later
Jan 17, 2024
Maintaining Clarity as Your Wealth Grows
Jan 10, 2024
Questions to Ask a Financial Planner
Jan 03, 2024
How to Achieve Financial Freedom in the New Year
Dec 27, 2023
Ending the Year Wealthier
Dec 20, 2023
Is it Risky to Pursue Financial Freedom?
Dec 13, 2023
Shortcuts to Financial Freedom
Dec 06, 2023
Chaos Theory and Money
Nov 29, 2023
Make Everyday a Black Friday
Nov 22, 2023
How Flexible Can Whole Life Be? With Marty Smith
Nov 15, 2023
How Much Do I Need For Financial Freedom?
Nov 08, 2023
The Impact of Interest Rate Increases on Debt vs Savings
Nov 01, 2023
The True Cost of a Home In 2023
Oct 25, 2023
How Much Do You Need to Feel Wealthy?
Oct 18, 2023
Escape Financial Lies and Find Genuine Hope
Oct 11, 2023
Solidarity and Fair Pay For All
Oct 04, 2023
Stories From 5 Years of Podcasting
Sep 27, 2023
Change Is In the Air
Sep 22, 2023
How To Cultivate Financial Imagination
Sep 18, 2023
Overcome Limiting Beliefs and Go After Your Dreams
Sep 15, 2023
Facing Money Giants
Sep 08, 2023
What Do You Do First with Money (Big Announcement Inside)
Sep 01, 2023
Using Leverage Wisely in a Real Estate Market Shift
Aug 25, 2023
Strategy to Create Generational Wealth Through Real Estate is in Danger
Aug 18, 2023
Real Estate Investors: Managing Equity with Matt Shanlian
Aug 11, 2023
Why We Love Real Estate Investors
Aug 04, 2023
When Is the Best Time to Start Bank On Yourself®?
Jul 28, 2023
Who Offers Bank On Yourself®?
Jul 21, 2023
Who Uses Bank On Yourself®?
Jul 14, 2023
What Is Bank On Yourself®?
Jul 07, 2023
How Does Bank On Yourself® Fit with Financial Planning
Jun 30, 2023
If You Haven't Done These 5 Things You Don't Have a Financial Plan
Jun 23, 2023
What Personal Finance and Cooking Have In Common
Jun 16, 2023
What I Learned About Money by Becoming a Runner
Jun 09, 2023
How to Make a Variable Income Feel Like a Regular Paycheck
Jun 02, 2023
How To Prepare Your Money for a Big Deal
May 26, 2023
The Most Useful Deal Breaking Skills to Gain
May 19, 2023
The Golden Rule of Deal Making
May 12, 2023
Intro to Deal Making
May 05, 2023
How to Find a Quality Career
Apr 28, 2023
Our Top Guidelines for Hiring
Apr 21, 2023
Don't Become a Financial Advisor
Apr 14, 2023
Don't Get a Financial Advisor
Apr 07, 2023
BONUS Episode: Find Your Financial Grounding
Apr 04, 2023
Why It's Easy to Make More Money
Mar 31, 2023
Why It's Hard to Make More Money
Mar 24, 2023
Does Money Manifesting Work for Bank On Yourself
Mar 17, 2023
Should You Focus on Making or Keeping Money? - What We Can Learn from Banking
Mar 10, 2023
Quiet Quit Trying to Make More Money - a Whole Life Perspective
Mar 03, 2023
Stop the Drags on Your Wealth Building (Episode 131)
Feb 24, 2023
Money and Marriage: How to Have Productive Money Talks (Episode 130)
Feb 17, 2023
How to Beat an Efficient Market (Episode 129)
Feb 10, 2023
Don't Waste Your Time Budgeting (Episode 128)
Feb 03, 2023
The Thousands-Year-Old Retirement Alternative Hitting the Mainstream (Episode 127)
Jan 27, 2023
How to Save for Retirement and Enjoy Life Now (Episode 126)
Jan 20, 2023
Why Should We STOP Investing Into a 401(k)? (Episode 125)
Jan 13, 2023
Retirement: Why Put Off a Good Thing? (Episode 124)
Jan 06, 2023
Financially Free in 2023: The Power of 3
Dec 30, 2022
Infinite Banking and Bank On Yourself Pros and Cons
Dec 16, 2022
What Is Bank On Yourself and Infinite Banking?
Dec 02, 2022
Using Profit First to Increase Financial Confidence
Nov 18, 2022
Can Profit First Help Build Wealth?
Nov 04, 2022
Why mental health is more important than money
Oct 21, 2022
Is a Budget Required for Building Wealth?
Oct 07, 2022
Build Wealth Part 2: It's NOT Only About Money
Sep 23, 2022
Build Wealth Part 1: 3 Basic Ingredients for Your Adventure
Sep 09, 2022
What's More Important than Life Insurance?
Aug 26, 2022
Adaptability, Accessibility, and Financial Freedom
Aug 12, 2022
Stock Market Loss: Stop Being the Collateral Damage of Math Destruction
Jul 29, 2022
Secrets of the Most Profitable Businesses
Jul 15, 2022
Debt Free Isn't What You Think It Is
Jul 01, 2022
ESG Investing, Saving, Spending, AND Owing!
Jun 17, 2022
Breaking the Power of the Headlines
Jun 03, 2022
Foolish Financial Advice Most Americans Think Is True—But It's Not!
May 20, 2022
Turning Financial Stress into Financial Sanity
May 06, 2022
Financial Decisions & How to Make Them with Too Many Options
Apr 22, 2022
Overcome Financial Worry When Building Wealth
Apr 08, 2022
Financial Portfolio Construction for Building Wealth
Mar 25, 2022
How to Stop Overspending without Budgeting
Mar 11, 2022
The Difference between Knowledge and Wisdom with Money
Feb 25, 2022
Creating a New Normal
Feb 11, 2022
5 Pivotal Lessons We've Learned Thus Far
Jan 28, 2022
Is 2022 the new 1922?
Jan 14, 2022
Making a Contract with Your Future
Dec 31, 2021
There Are Only 4 or 5 Places Your Money Can Go
Dec 17, 2021
Together is Better Than Rich
Dec 03, 2021
The Secret to Real Financial Progress
Nov 19, 2021
Is Net Worth a Good Measure?
Nov 05, 2021
What If I Hate Budgeting?
Oct 22, 2021
Defining Your Financial Vision
Oct 08, 2021
Velocity Banking AND Infinite Banking (What's Best for You?)
Sep 24, 2021
Velocity Banking: An Honest Review
Sep 10, 2021
Budgeting with Variable Income: Mark Deulley Interview Part 2
Aug 27, 2021
Money, Emotions, and Variable Income: Mark Deulley Interview Part 1
Aug 13, 2021
How To Make Your Financial Life Simple with Lester Himel
Jul 30, 2021
Former Wall Streeter Lester Himel Reveals Why He's Anti-Volatility
Jul 16, 2021
The Protection of Micro-Empires with Jennifer Grimson
Jul 01, 2021
How a Small Business Owner Increased Profits 60-70% in 2020: An Interview with Jonathan Rivera
Jun 18, 2021
Interview with Marty Smith: "Do your best and leave the rest."
Jun 04, 2021
How to Create a Business that Lasts and Impacts Generations
May 21, 2021
When It's Smart to Pay Interest
May 07, 2021
How to Create Passive Income for Life
Apr 23, 2021
How to Never Be Poor
Apr 09, 2021
Grandma + Frugal = A Surprising Perspective on Smart Buys
Mar 26, 2021
How to Avoid an Upcoming Tax Increase
Mar 12, 2021
The Government and Your Money - Who's Issuing Stay at Home Orders on Your Benjamins?
Feb 26, 2021
How the Stock Market Really Works
Feb 12, 2021
Should You Pay off Your Mortgage Early or Invest in 2021?
Jan 29, 2021
What If the Banks are the Real Scam?
Jan 15, 2021
Finding Certainty in the Uncertainty of the Year Ahead
Jan 01, 2021
Robo-Advisers - Are they the answer to AUM fees?
Dec 18, 2020
Kiyosaki - Is his advice leveraging too much?
Dec 04, 2020
What We Love & Hate About Suze
Nov 20, 2020
Ramsey's Advice - How is it working out for your parents?
Nov 06, 2020
The Origin Story of "Buy Term & Invest the Difference"
Oct 23, 2020
Why Whole Life & Red Flags to Avoid
Oct 09, 2020
Judy Li - Do What You Like
Sep 25, 2020
Meghann Woo - You Have Financial Options
Sep 11, 2020
Ashley Barnhart - Saving Just to Spend? (and Other Adult Struggles)
Aug 28, 2020
Danielle Mulvey - How $10 Makes $100
Aug 14, 2020
Thanks Julia - 2 Moms Discuss the Opportunities and Challenges of Today
Jul 31, 2020
Mike Michalowicz - Ending Entrepreneurial Poverty During a Recession
Jul 17, 2020
Perry Marshall - 80/20 and More Black Swans Coming?
Jul 03, 2020
Leverage Assets the Smart, Stable Way
Jun 19, 2020
Leverage Unrealized Assets
Jun 05, 2020
3 Ways for Entrepreneurs to Value Yourself More
May 22, 2020
Entrepreneurial Mindset: Good and Bad Thinking about Money
May 08, 2020
Recession Lessons for Business with Grandma
Apr 24, 2020
Recession Lessons with Grandma
Apr 10, 2020
Questions Your SO Would Ask
Mar 27, 2020
Courage over Conformity: Changing Your Financial Destiny
Mar 13, 2020
Financial Flexibility: Handling Money as Life Changes
Feb 28, 2020
Taxes Going Up & What to Do About it NOW
Feb 14, 2020
Paycheck to Paycheck: Grandma's Strategy to Break the Cycle
Jan 31, 2020
What is an Independent Financial Future Anyway?
Jan 17, 2020
How to Get Out of Debt AND Stay There
Jan 03, 2020
Seen Not Heard
Dec 20, 2019
Too Many Cooks
Dec 06, 2019
Actions Speak Louder
Nov 22, 2019
Fountain of Wealth
Nov 08, 2019
Can You Count on Anything?
Oct 25, 2019
Give What You Have NOT Received
Oct 11, 2019
Road Trips and Money Management
Sep 27, 2019
Trying to Get Ahead
Sep 13, 2019
Today's Most Popular 22 Year Old (Roth IRA)
Aug 30, 2019
8 Lessons from Grandma's Generation with Tim Austin (Part 2)
Aug 16, 2019
The Overlooked $2.7 Million with Tim Austin (Part 1)
Aug 02, 2019
Regaining Imagination with Mark Willis
Jul 19, 2019
Six Ways to Pay for Healthcare
Jul 05, 2019
A Grandpa Shares His Wisdom about Healthcare
Jun 21, 2019
How to Make Money (& what to do with it)
Jun 07, 2019
Buckets of Crabs
May 24, 2019
How To Save Money
May 10, 2019
Success Leaves Clues
Apr 26, 2019
On the Verge of... Breakthrough
Apr 12, 2019
On the Verge of... Hope
Mar 29, 2019
On the Verge of... Peace
Mar 15, 2019
On The Verge Of... Ability
Mar 01, 2019
On The Verge Of... Home
Feb 15, 2019
A Tale of 2 Grandchildren Part 2
Feb 01, 2019
A Tale of 2 Grandchildren Part 1
Jan 25, 2019
A Tale of 2 Grandmas Part 2
Jan 18, 2019
A Tale of 2 Grandmas Part 1
Jan 11, 2019
Net Worth is Greater than Debt Free
Jan 04, 2019
Beer, Cereal, Hurricane Katrina, and Money
Dec 28, 2018
FIRE Perfect Match (Financial Independence, Retire Early)
Dec 21, 2018
FIRE Extinguishers (Financial Independence, Retire Early)
Dec 14, 2018
Ignite the FIRE! (Financial Independence, Retire Early)
Dec 07, 2018
Don't Count Your Chickens
Nov 30, 2018
Any Job Worth Doing
Nov 23, 2018
Eating Twinkies All Day Will Kill You
Nov 16, 2018
Not Everyone Wants to be Donald Trump
Nov 09, 2018
You Can Lead a Horse to Water
Nov 02, 2018
Making a Mountain out of a Molehill
Oct 26, 2018
We've Got a War to Pay For
Oct 19, 2018
Beggars Can't Be Choosers
Oct 12, 2018
A Hen that Lays Eggs and Hatches None
Oct 05, 2018
A Stitch in Time Saves Nine
Sep 28, 2018
Six of One, Half Dozen of the Other
Sep 21, 2018
Welcome to the Front Porch
Sep 14, 2018
If It Had Been a Snake
Sep 14, 2018