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  • Is your small business feeling the weight of the world on its shoulders? Newsflash - you don't have to go it alone! In this must-see episode, we're unveiling the not-so-secret superpower that can transform your entrepreneurial journey: the power of collaboration.

    Small businesses are the backbone of the American economy, but the statistics are sobering - 45% fail in the first 5 years, and over half don't make it to the 10-year mark. The good news? We've uncovered a game-changing piece of advice from successful business owners: "Never do anything alone."

    When you team up with mentors, fellow entrepreneurs, and even your target customers, the burden gets lighter, the ideas get bigger, and the chances of success skyrocket. Just ask us - we managed to cut our startup costs in half by leveraging our "Set Up Shop Committee"!

    And if you're not a small business owner yourself, don't worry. We're serving up all the juicy details on how you can support your local entrepreneurial community in ways that create a win-win for everyone.

    This episode is about to shift your small business mindset from stressed and isolated to empowered and connected.

    Whether you run a mom-and-pop shop or just want to champion the entrepreneurial spirit in your neighborhood, you won't want to miss these must-try strategies for harnessing the power of collaboration. Trust us, your business (and your sanity) will thank you.

    00:00 Introduction: The Power of Collaboration

    00:25 Small Business Saturday: Mark Your Calendars

    01:18 Welcome to Wealth Wisdom Financial Podcast

    01:56 Celebrating Small Businesses: You Don't Have to Go It Alone

    02:45 The Reality of Small Businesses in the US

    04:53 The Importance of Collaboration in Entrepreneurship

    05:45 Our Personal Journey: From Isolation to Collaboration

    09:40 How Non-Business Owners Can Support Small Businesses

    13:54 Challenge: Strengthening Community Through Support

    14:36 Join the Profit Planning Network

    15:49 Conclusion: Building Wealth and Wisdom Together

    Links mentioned in the show:

    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: https://youtu.be/GuCsvW08WVQ

  • Have you ever felt torn between your desire to give generously and your need to maintain financial stability?

    Watch as we unpack how combining strategic giving with sound financial practices creates a powerful formula for lasting impact and personal stability.

    Are you ready to revolutionize your approach to generosity? It's time to learn how pre-decisions, boundary setting, and high-impact giving strategies could be the missing pieces in your giving puzzle.

    Don't let your generous heart lead to financial strain - join us for this transformative episode that goes beyond basic charitable giving tips!

    Your legacy of generosity (and your financial future) might just depend on it! 🌟

    00:00 Introduction: The Balance Between Generosity and Self-Care

    01:56 Personal Story: Lessons in Generosity

    03:38 The Big Idea: True Generosity Starts with Self-Care

    04:59 Practical Tips for Sustainable Giving

    07:24 Take the Next Step: Financial Freedom Awaits

    09:06 Setting Financial Boundaries

    11:55 Giving Time and Skills

    13:51 Generosity and Self-Care: A Symbiotic Relationship

    15:14 The Flow of Money

    17:06 Conclusion and Next Steps

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for our 15 Generosity + Self-Care Affirmations and more practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community
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  • Is your legacy plan secretly working against your family's future?

    Watch as we unpack the multi-trillion-dollar wealth transfer reshaping America's financial landscape - and why traditional inheritance planning might set your family up for failure!

    Have you ever wondered why some families maintain their wealth for generations while others lose it all by the third generation? The answer is not luck — it's strategic legacy planning.

    Are you ready for a masterclass in family wealth preservation? It's time to learn how the proper legacy planning framework could be the missing piece in your family's financial future.

    Don't let your life's work become a family burden - join us for this transformative episode that goes beyond the basics of estate planning.

    Your family's future harmony might just depend on it! 🌟

    00:00 Introduction

    02:26 The Great Wealth Transfer

    04:27 The Case for Leaving a Legacy

    07:34 Finding a Middle Ground

    08:56 Planning for Your Financial Future

    09:37 Top Considerations for Legacy Planning

    12:25 Common Mistakes in Legacy Planning

    14:08 Tailoring Your Legacy Plan

    14:51 Resources and Final Thoughts

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Get a copy of our Estate Planning Checklist here: https://zfrmz.com/D63O2f4YSFhWE4gI3NmR Find the "10 Questions to Ask to Set Legacy Goals" inside the Wealth Wisdom Financial Community here: https://www.wealthwisdomfp.com/community

    Watch on YouTube here: https://youtu.be/b7D4qTO5RqA

  • Have you ever considered that the secret to easing financial stress could be rooted in kindness?

    Join us as we reveal how combining four unconventional financial strategies can create a compounding effect of kindness and reduced stress. (kind of like how compound interest grows wealth over time)

    Are you ready for a masterclass in financial wisdom? It's time to learn how every small action can have massive results.

    Let's transform your finances and the world around you with kindness and simplicity. Don't miss this game-changing episode!

    00:00 Introduction to Financial Strategies for Reducing Stress

    02:23 Understanding the Power of Compounding

    06:46 Unconventional Financial Concepts for a Better World

    10:18 Introducing the Gratitude Bank

    12:02 Integrating Financial Strategies

    13:38 Addressing Skepticism and Concerns

    16:32 Cultivating Gratitude in Stressful Times

    19:41 Conclusion and Next Steps

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community

    Watch on YouTube: https://youtu.be/nWKPoazYS_E

  • What if we told you that your financial strategies are working against each other, sabotaging your wealth-building efforts? (Spoiler alert: For many, they are!)

    Watch as we reveal how combining 5 powerful financial concepts can create a synergy that supercharges your personal and business finances.

    Have you ever wondered why some entrepreneurs seem to effortlessly grow their wealth while others struggle? Or why your colleague Mark's business is thriving while everyone else is barely staying afloat? It's not luck - it's strategy.

    Are you ready for a masterclass in financial integration? It's time to learn how Bank on Yourself, Profit First, EOS, YNAB, and the STILL Method could be the missing pieces in your financial puzzle. Understanding and implementing these crucial elements lets you take control of your money like never before!

    PS: For a limited time, get our book "Five Smooth Stones" at 50% off to jumpstart your journey with the STILL Method. Use code OCTOBER at our shop (link below). Hurry, offer ends October 14th at midnight! Our shop (for the book deal): https://www.wealthwisdomfp.com/shop

    Links mentioned in the show:

    Our shop (for the book deal): https://www.wealthwisdomfp.com/shop (use code OCTOBER) Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community Learn more about how Profit First and Bank On Yourself works together: on our show here https://youtu.be/ll98hpdj_ZI and on another show here: https://nyafinancialpodcast.com/episode-368-a-better-way-to-profit-first-with-mike-michalowicz/

    00:00 Introduction: Combining Financial Strategies for Success

    01:21 Welcome to Wealth Wisdom Financial Podcast

    02:14 The Problem with Disjointed Financial Strategies

    03:31 Overview of Key Financial Concepts

    06:22 Combining Financial Strategies for Maximum Impact

    10:03 Addressing Common Concerns and Implementation Tips

    15:37 Special Offer and Conclusion

    Watch on YouTube here: https://youtu.be/Nqri8fihmSE

  • What if we told you that your bank balance is lying to you about how rich you really are? (Spoiler alert: For many, it is!)

    Watch as we pull back the curtain on the 5 crucial puzzle pieces of true wealth that are helping savvy individuals live richer, more fulfilling lives.

    Have you ever wondered why some people seem content despite modest bank accounts? Or why your neighbor Sarah is thriving while everyone else is chasing the next dollar? It's not luck - it's strategy.

    Are you ready for a crash course in redefining wealth? It's time to learn how health, relationships, purpose, personal growth, and time could be the missing pieces in your wealth puzzle. Understanding and planning for these crucial elements lets you take control of your life's true riches!

    ps: Next week's episode we'll show you how to align your finances with these 5 puzzle pieces. Don't miss it!

    Links mentioned in the show:

    A previous episode about defining wealth: https://youtu.be/K-REYOnpd34?si=VIEbU83NIhu7oIKp Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community (This is where you get our Holistic Wealth Planner too!)

    00:00 Introduction: Beyond the Numbers

    00:51 The Bigger Picture of Wealth

    02:36 Five Puzzle Pieces of True Wealth

    04:13 Puzzle Piece 1: Health

    05:58 Puzzle Piece 2: Relationships

    08:20 Puzzle Piece 3: Purpose

    10:18 Puzzle Piece 4: Personal Growth

    12:03 Puzzle Piece 5: Time

    15:18 Holistic Wealth and Financial Planning

    Watch this episode on YouTube here: https://youtu.be/ZhVW59vkHZc

  • Unlock the secrets of financial resilience with our latest episode! We're diving deep into the money vaults of history to extract golden nuggets of wisdom that can fortify your finances today.

    In this episode, you'll discover:

    • The "Three R's of Recession Resilience" that have stood the test of time

    • How your great-grandparents' Depression-era tricks can beef up your modern budget

    • Why the 2008 financial crisis might hold the key to your side-hustle success

    • Inflation-fighting strategies from the 1970s that still pack a punch today

    • The surprising parallels between 1929's market crash and today's economic challenges

    Plus, we'll reveal:

    • How to build a financial emergency kit that would make a Depression-era survivor proud

    • The "Victory Garden" approach to diversifying your income streams

    • Why becoming the "Renaissance Person" of your finances could be your recession superpower

    Whether you're a seasoned investor or just starting your financial journey, this episode is packed with actionable strategies to help you weather economic storms. Don't let history repeat itself – learn from it instead!

    00:00 Introduction to Timeless Financial Wisdom

    00:36 Welcome to Wealth Wisdom Financial Podcast

    01:14 Exploring Financial Fortitude and Resilience

    01:46 Learning from Past Financial Crises

    03:05 Special Invitation: Transform Your Financial Future

    05:37 The Three R's of Recession Resilience

    05:40 Reserves: The Power of Cash Savings

    08:20 Reduce: Living Lean and Building Relationships

    10:35 Reinvent: Diversifying Income Streams

    15:56 Conclusion and Next Steps

    Links mentioned in the show:

    🔹 Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call

    🔹 Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community

    Watch on YouTube here: https://youtu.be/52Q6tKBuSc

  • What 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 index annuities could be the missing piece in your financial puzzle.

    Wall Street doesn't want you to know about this. By understanding it, you can take control of your retirement destiny!

    Tune in and secure your financial future!

    (P.S. Bengals fans, we promise our financial advice is more accurate than our football b-roll. Unlike that mishap, we won't fumble your retirement!)

    00:00 Introduction to Financial Resilience

    00:41 Welcome to Wealth Wisdom Financial Podcast

    01:19 Zooming in on Retirement Strategy

    02:51 Understanding Fixed Index Annuities

    04:46 The Importance of Annuities in Retirement

    05:34 Real-Life Example: Bob and Sue

    06:31 Commercial Break

    07:25 Debunking Annuity Myths

    08:35 Key Attributes of Good Annuities

    10:56 Conclusion and Next Steps

    Watch on YouTube here: https://youtu.be/Sk-eu85GYiM

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community
  • Are you tired of watching your hard-earned money crumble in the face of economic uncertainty?

    Watch as we reveal the strategy that transformed our financial future - and it has nothing to do with the stock market rollercoaster.

    Prepare to have your perspective on financial planning flipped upside down. Are you ready to learn more about Bank on Yourself®? Forget about chasing the latest investment fads; this strategy is designed to help weather financial storms.

    Don't settle for a leaky financial foundation. Watch this episode to discover how you can take back control of your future.

    00:00 Introduction to Financial Resilience

    00:34 Welcome to Wealth Wisdom Financial Podcast

    01:28 Understanding Financial Fortitude and Resilience

    02:43 Personal Stories of Financial Challenges

    04:14 Building Financial Resilience with Bank on Yourself

    05:53 Our Journey with Bank on Yourself

    08:07 Overcoming Financial Crises

    10:56 Exploring the Benefits of Bank on Yourself

    15:35 Conclusion and Next Steps

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community Learn more about Bank On Yourself®: https://youtu.be/14kSzNqGWbM
  • Have 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 how the 80/20 rule, strategic thinking, and building excess capacity can revolutionize your business approach.

    Are you ready for a crash course in 21st century wealth wisdom?

    Tune in and unlock your true wealth-building potential!

    00:00 Life-Changing Conversation with Perry Marshall

    01:07 Introduction to Wealth Wisdom Financial Podcast

    02:15 Meet Perry Marshall: From Audio Geek to Marketing Guru

    10:19 The Power of 80/20 Principle in Business and Life

    14:00 Navigating the Digital World: 90/10 and Beyond

    17:35 The Agility Decade: Preparing for a Volatile Future

    28:14 The Importance of Thinking and Deliberate Practice

    32:47 Attracting the Right Audience

    33:33 Critique of 'Think and Grow Rich'

    34:08 The Iceberg Analogy

    34:48 Mastermind Group Insights

    36:55 Lessons from Google Ads and Infomercials

    38:58 The Importance of Diversification

    41:35 Break Glass in Case of Emergency

    45:28 Financial Resilience and Agility

    51:06 Final Thoughts and Encouragement

    Watch on YouTube here: https://youtu.be/WKXbc3jHBBE

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community Watch our previous episode about adaptability: https://youtu.be/UjCMEY_GNOo GET THE BEST FROM PERRY MARSHALL HERE: https://www.perrymarshall.com/8020-book/
  • Are 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 understanding these historical patterns can help you make smarter financial decisions today.

    Tune in to learn how to spot red flags, diversify wisely, and implement strategies like Bank On Yourself. Don't let your brain sabotage your wealth - listen now and safeguard your financial future!

    00:00 Newton's Financial Folly

    00:58 Historical Financial Fads and Scams

    03:15 Welcome to Wealth Wisdom Financial Podcast

    07:37 Practical Tips to Avoid Financial Fads

    15:52 Bank On Yourself: Scam or Strategy?

    19:40 Conclusion and Final Thoughts

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community

    Watch on YouTube here: https://youtu.be/o8HBE5fe9D4

  • Are 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.

    Are you ready for this quick, but crucial, history lesson on behavioral economics? It's time to learn how these discoveries revolutionized our understanding of financial decision-making.

    Others use these discoveries to get you to do what they want. By learning them, you can take more control of your financial destiny!

    Tune in and take charge of your financial future!

    00:00 Introduction: The Allure of Investment Opportunities

    01:19 Welcome to Wealth Wisdom Financial Podcast

    02:19 Meet Amanda Neely: Your Financial Psychology Guide

    04:33 The Birth of Behavioral Economics

    11:42 Cognitive Biases: The Hidden Forces in Financial Decisions

    16:49 How Financial Advisors Exploit Biases

    24:00 Join the Wealth Wisdom Financial Community

    25:43 Conclusion: Outsmarting Financial Biases

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community
  • Which 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 dreams AND enjoy life's small pleasures along the way.

    Ready to take a moment to smell the roses (or maybe the rose-flavored, direct-trade latte from your locally-owned shop). Stop "frugal fatigue." Ask for that raise. Start that side hustle. You can make your financial journey worth living.

    In this episode, we hope you find more joy! Jump in now.

    00:00 Introduction to 'Don't Sweat the Small Stuff'

    00:27 The Latte Factor Explained

    01:28 Welcome to Wealth Wisdom Financial Podcast

    02:28 Personal Stories and Financial Lessons

    03:42 Debunking Conspiracy Theories

    05:37 Comparing Financial Decisions

    13:39 Psychological Impact of Financial Choices

    20:09 Conclusion and Final Thoughts

    Links mentioned in the episode:

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

    Watch on YouTube here: https://youtu.be/Q4Z7KD58PGo

  • Are 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 control of your financial future! This episode provides the insights you need to make informed decisions about your retirement savings. Don't let hidden fees silently erode your hard-earned wealth! Empower yourself with the knowledge to spot and minimize these sneaky costs, and set yourself on the path to a more secure financial future.

    00:00 Introduction to Compound Interest

    00:19 The Dark Side of Compounding

    01:06 Welcome to Wealth Wisdom Financial Podcast

    01:44 Understanding the Fee Apocalypse

    03:24 Identifying Hidden Fees

    04:13 Five Places to Find Fees

    07:42 The Importance of Fee Awareness

    08:50 Real-Life Fee Impact Examples

    12:11 Calculating the True Cost of Fees

    18:51 Analyzing 35 Years of Investment Returns

    19:20 Impact of Fees on Investment Growth

    22:34 Exploring Annuities as an Alternative

    25:53 Whole Life Policy: A Different Approach

    30:37 Final Thoughts and Summary

    Watch on YouTube here: https://youtu.be/Xjvlf6NuvtA

    Links mentioned in the episode:

    Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call Check the expense ratio of funds: https://tools.finra.org/fund_analyzer/ The reasons why 401ks are a scam: https://www.bankonyourself.com/six-reasons-401k-scam.html In-depth look at 401k fees: https://www.dol.gov/sites/dolgov/files/ebsa/about-ebsa/our-activities/resource-center/publications/a-look-at-401k-plan-fees.pdf Information on Retirement plans: https://www.dol.gov/general/topic/retirement/consumerinfpension
  • Are 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 cloud your judgment and hold you back from financial freedom!

    00:00 Welcome to Wealth Wisdom Financial Podcast

    02:35 Common Misconceptions: Infinite Banking

    03:25 Misconception 1: It's a Get Rich Quick Scheme

    05:12 Misconception 2: It's the Same as Whole Life Insurance

    06:41 Misconception 3: It's Only for the Wealthy

    08:51 Misconception 4: It Replaces All Other Investments

    10:01 Misconception 5: The Returns are Guaranteed

    12:43 Misconception 6: It's Completely Tax-Free

    14:42 Misconception 7: It's a New or Unproven Concept

    16:14 Misconception 8: It Eliminates the Need for Traditional Banking

    18:37 Conclusion and Next Steps

    Links mentioned in the episode:

    Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call Check out our past episode about using banks for your convenience rather than theirs: https://youtu.be/aeBP8qtSFQ8
  • 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

  • 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

  • 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