The Psychology of Your Year-End Money Moves

Wealth Wisdom Financial Podcast

Player FM - Internet Radio Done Right

เพิ่มแล้วเมื่อ sevenปีที่ผ่านมา

المحتوى المقدم من Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

The Agile Brand with Greg Kihlström®

1
#644: AI-augmented human recommendations for retail customers with Noah Zamansky, Stitch Fix 27:12

منذ يومين27:12

التشغيل لاحقا

قوائم

إعجاب

احب

27:12

We are here at eTail Palm Springs and seeing and hearing the latest and greatest in e-commerce and retail. Question: Do you need to choose between AI and human recommendations as a customer? Why not have both? After all, don’t each have their strengths? AI in the retail experience is all the rage these days, but today I’m talking with someone from a brand that has been incorporating AI-personalized experiences and shopping combined with expert human recommendations for over 14 years, and continues to innovate today. Today we’re going to talk about how AI-based personalization plus human creativity and input makes an amazing customer experience at Stitch Fix. To help me discuss this topic, I’d like to welcome Noah Zamansky, Vice President of Product and Client Experience at Stitch Fix. About Noah Zamansky Noah Zamansky serves as the Vice President of Product and Client Experience at Stitch Fix, where he leads cross-functional teams spanning Product, Design, Engineering, Algorithms, and Platform Development. A seasoned leader, Noah has a proven track record of shaping product vision and strategy, designing exceptional user experiences, and spearheading the launch of new business ventures. Before joining Stitch Fix, Noah held the role of Senior Director of Product Management at eBay, overseeing Fashion and Vertical Experiences. Resources Stitch Fix: https://www.stitchfix.com eTail Palm Springs: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Listen to The Agile Brand without the ads. Learn more here: https://bit.ly/3ymf7hd Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

منذ عام واحد 21:54

MP3•منزل الحلقة

Key Quote: "Sometimes the most powerful move is deciding not to spend, even when it feels like everyone else is."

In this episode, you'll discover:

The truth about December 31st deadlines (and which ones you can safely ignore)
Why January 1st feels like such a powerful reset button (and how to use this psychology to your advantage)
How holiday stress can trigger "doom spending" in your business
A practical 72-hour rule for making better financial decisions during the festive season
The "December Decision Framework" that transformed one client's year-end planning

Plus, learn how to distinguish between real deadlines and artificial pressure during the busiest season of the year.

Perfect for listening while wrapping those client gifts or planning your year-end strategy. Join us to transform your December money moves from reactive to strategic.

00:00 Introduction: Year-End Financial Pressure

00:57 Welcome to Wealth Wisdom Financial Podcast

01:34 Understanding Year-End Financial Moves

03:11 Psychological Triggers: December Deadline Effect

06:51 Psychological Triggers: Clean Slate Syndrome

11:33 Psychological Triggers: Social Comparison Search

15:22 Creating a December Decision Framework

20:03 Join the Wealth Wisdom Financial Community

21:34 Conclusion and Final Thoughts

Next steps: Ready to make intentional money moves in 2025? Join our Wealth Wisdom Financial Community for just $97/year. Get access to our complete library of financial resources, monthly group coaching sessions, and our success dashboard mini-course. Join at wealthwisdomfp.com/community.

Coming up next week: "The Ultimate 2024 Recap: Looking Back at the Year" – tune in for insights on maximizing your year-end review process.

Watch on YouTube: https://youtu.be/J23X36gUSDg

100 حلقات

#Trading #Business #Amanda and Brandon Neely #Self-Improvement #Brandon Neely #Podcasting Education #Don't Get

Wealth Wisdom Financial Podcast

The Psychology of Your Year-End Money Moves

Wealth Wisdom Financial Podcast

published منذ عام واحد

MP3•منزل الحلقة

Key Quote: "Sometimes the most powerful move is deciding not to spend, even when it feels like everyone else is."

In this episode, you'll discover:

The truth about December 31st deadlines (and which ones you can safely ignore)
Why January 1st feels like such a powerful reset button (and how to use this psychology to your advantage)
How holiday stress can trigger "doom spending" in your business
A practical 72-hour rule for making better financial decisions during the festive season
The "December Decision Framework" that transformed one client's year-end planning

Plus, learn how to distinguish between real deadlines and artificial pressure during the busiest season of the year.

Perfect for listening while wrapping those client gifts or planning your year-end strategy. Join us to transform your December money moves from reactive to strategic.

00:00 Introduction: Year-End Financial Pressure

00:57 Welcome to Wealth Wisdom Financial Podcast

01:34 Understanding Year-End Financial Moves

03:11 Psychological Triggers: December Deadline Effect

06:51 Psychological Triggers: Clean Slate Syndrome

11:33 Psychological Triggers: Social Comparison Search

15:22 Creating a December Decision Framework

20:03 Join the Wealth Wisdom Financial Community

21:34 Conclusion and Final Thoughts

Coming up next week: "The Ultimate 2024 Recap: Looking Back at the Year" – tune in for insights on maximizing your year-end review process.

Watch on YouTube: https://youtu.be/J23X36gUSDg

100 حلقات

#Trading #Business #Amanda and Brandon Neely #Self-Improvement #Brandon Neely #Podcasting Education #Don't Get

Alle episoder

Wealth Wisdom Financial Podcast

1
Securing Your Business's Future: The Key Person Strategy 13:17

منذ 4 أيام13:17

13:17

Could your business survive losing a key team member tomorrow? Most can't - but there's a solution that too few business owners know about. In this episode, we're tackling a critical but often overlooked strategy that could save your business in a crisis (or in the dreaded “I quit effective immediately” situation). Plus, we'll show you how protecting your key people isn't just about avoiding disaster - it's about building stronger loyalty and retention. Key Quote: "Key person protection isn't just insurance - it's a strategic tool that shows your team you value them enough to plan for their future. That's what builds real loyalty." What You'll Learn: How to identify and protect your business's most valuable team members Creative ways to structure protection that actually help retain top talent Real examples of how small businesses are using key person strategies Practical steps to start protecting your business today Want to make sure your business is ready for anything? Get our Key Person Protection Planning Guide at wealthwisdomfp.com/community. Join a community of business owners who are building resilient, sustainable businesses. Don't wait for a crisis to start thinking about protection. Listen now to discover how smart protection strategies can strengthen your business today while securing its future! 00:00 Introduction: The Importance of Key Person Protection 00:50 Meet Your Hosts: Brandon and Amanda 01:27 The Story of Marcus and Sarah 02:09 The Vulnerability of Losing Key Employees 03:46 Three Critical Aspects of Key Person Protection 06:30 How Key Person Insurance Works 09:13 Marcus's Success Story 10:16 Conclusion: Protecting Your Business's Future Watch on Youtube Here: https://youtu.be/rFjUyVtNg-8…

Wealth Wisdom Financial Podcast

1
Employee Retention Strategies That Won't Break the Bank 19:17

منذ 11 يومًا19:17

19:17

Want to offer better employee benefits but think your small business can't afford it? Think again! This episode breaks down creative ways to provide meaningful benefits that can help you attract and retain top talent - without breaking the bank. We'll show you how small businesses can actually have an advantage over big corporations when it comes to flexible benefits. Key Quote: "Building a strong benefits package isn't about matching big corporations dollar for dollar - it's about creating flexible solutions that meet your team's real needs." What You'll Learn: Why traditional retirement plans might not be the best fit for your team How to use Section 162 Bonus Plans to create flexible benefits Creative ways to structure benefits that serve both current and future needs Real examples of small businesses winning the talent war with smart benefit strategies Want to dive deeper into implementing these strategies? Get our free Bonus Plan Details and Implementation Guide at wealthwisdomfp.com/community. Join a community of business owners who are revolutionizing how small businesses approach benefits. Don't let limited resources stop you from building a competitive benefits package. Listen now to discover how to create benefits that actually work better for your team than traditional corporate offerings! 00:00 Introduction to Smart Employee Benefits 00:45 Welcome to Wealth Wisdom Financial Podcast 01:26 The Story of Jen: Struggling with Employee Retention 02:08 The Importance of Appreciation in Retention 03:42 Three Core Principles for Retaining Top Talent 03:58 Professional Development Opportunities 06:27 Building Meaningful Connections at Work 08:40 Showing Value to Your Team 10:34 Financial Recognition and Bonuses 13:16 Introducing the Section 162 Bonus Plan 16:39 Jen's Success Story and Final Thoughts 18:11 Join the Wealth Wisdom Financial Community 18:46 Conclusion and Call to Action Watch on YouTube: https://youtu.be/R5_57qf7OlM SmallBusiness #EmployeeBenefits #BusinessGrowth #TeamRetention…

Wealth Wisdom Financial Podcast

1
How to Get the Best Private Money Deal with Kevin Amolsch 40:10

منذ 16 يومًا40:10

40:10

Wondering if real estate notes might be a smarter investment than managing rental properties? In this interview, we dive deep with Kevin from Pine Financial Group, who's managed over $1 billion in real estate deals. He shares why some investors are choosing debt over property ownership, and how this strategy could protect your wealth in uncertain times. Key Quote: "Real estate debt is the only true passive investment in real estate. Even if you hire a management company for rental properties, you have to manage the manager." What You'll Learn: Why real estate notes remained stable during the 2008 crash while property values dropped How lenders really evaluate borrowers (it's not just about the down payment) Smart ways to use your existing assets to qualify for loans Why current economic policies might keep interest rates higher than many expect The surprising differences in tax benefits between owning properties vs notes 00:00 Welcome to Wealth Wisdom 00:17 Introducing Our Guest: Kevin 01:19 Diving into Financial Chaos 03:32 The Importance of Diversification 05:26 Real Estate Debt Stability 09:08 Owning vs. Lending in Real Estate 14:10 Short-Term Bridge Lending Explained 20:50 Smart Borrowing Practices 22:16 Hard Money Lending Strategies 23:57 Client-Focused Lending Approach 28:35 Economic Predictions and Real Estate 32:45 Inflation and Asset Ownership 37:18 Closing Thoughts and Resources Want to learn more about market conditions? Get Kevin's free analysis report at www.ThePineReport.com Ready to dive deeper? Check out Kevin's podcast "Real Estate Educators" for more investing insights and strategies. Want to explore if real estate notes are right for you? Schedule a discovery call at: www.wealthwisdomfp.com/call Watch on YouTube: https://youtu.be/1Nnzn3S7BX8…

Wealth Wisdom Financial Podcast

1
Building Company Culture in Small Business 15:14

منذ 18 يومًا15:14

15:14

Do you think building a great company culture means having a massive budget for fancy perks? Think again! This episode shatters the myth that meaningful company culture is only for big corporations. We explore how small businesses can create thriving workplace environments. These strategies attract and retain top talent—without breaking the bank. Key Quote: "How we treat our team is how our team will treat our customers." What You'll Learn: Why profitability is the foundation of a strong company culture Creative ways to share profits beyond traditional 401(k) plans Practical strategies for building a positive work environment on a budget How to create self-reinforcing cycles of success in your business Ready to build a culture where your business and people can thrive? Listen now. Discover why small businesses often have an advantage when creating meaningful workplace cultures. Want more resources for building a profitable business culture? Visit wealthwisdomfp.com/community to get our Profit-Sharing Strategy Guide. Join a community of business owners building sustainable, profitable cultures. 00:00 Introduction: Company Culture for Small Businesses 01:05 Welcome to Wealth Wisdom Financial Podcast 01:43 Debunking Myths About Company Culture 03:24 The Importance of Profitability in Company Culture 05:25 Creative Profit Sharing Strategies 07:26 Flexible Scheduling and Professional Development 12:28 Recap and Final Thoughts 14:03 Join the Wealth Wisdom Financial Community Watch on YouTube: https://youtu.be/Um0T1LmzXGA…

Wealth Wisdom Financial Podcast

1
How to Hire: Complete Guide 25:06

منذ 25 يومًا25:06

25:06

Thinking about hiring your first employee but worried whether your business can really afford it? We've got you covered! In this episode, we talk about what really matters before you hire - getting your money in order. While lots of experts focus on finding the right person, we'll show you why having strong business finances is just as important as picking the perfect candidate. Key Quote: "It's better to have an employee come into a profitable business and make it more profitable than to think your hire is the magic pill to make your business profitable." What You'll Learn: What you need to set up financially before you start looking for employees How to do a simple "practice run" to make sure you're ready to hire When it's okay to move forward even if everything isn't perfect Smart ways to get help if you're not quite ready for a full-time employee Want help building a great team? Check out Brian Alexander from Ready, Aim, Climb at readyaimclimb.com . Ready to take the next step? Get our free Hire Readiness Checklist at wealthwisdomfp.com/community . You'll also find a whole community of business owners who are working on the same challenges. Don't wait until you're overwhelmed to start planning for your first hire. Listen now and learn how to make your first hiring experience a success! 00:00 Introduction: Hiring Your First or Hundredth Employee 00:54 Welcome to Wealth Wisdom Financial Podcast 01:32 Our First Hiring Experience 02:56 Financial Structure and Hiring 04:34 Profit First: Essential Financial Foundation 10:06 The Vault: Testing Payroll Capacity 15:04 Reality Check: When You Can't Wait 20:07 Audition Instead of Interview 22:09 Join the Wealth Wisdom Community 23:03 Conclusion and Final Thoughts #BusinessGrowth #SmallBusiness #Hiring #FinancialFoundation #TeamBuilding Watch on YouTube: https://youtu.be/qKwtYe6OYUc…

Wealth Wisdom Financial Podcast

1
Setting Financial Goals: A Framework for Entrepreneurs 19:42

منذ 5 weeks19:42

19:42

Ever feel like your business goals are more like wishful thinking than an actual plan? You're not alone. Many entrepreneurs struggle with conventional goal-setting approaches. Conventional goal-setting doesn't account for the dynamic nature of business. In this episode, we share a revolutionary framework for setting business goals that actually work. Our MTO approach helps you stay motivated and growing. They do best when things don't go exactly as planned. You'll discover: How to set "minimum goals" that help you sleep at night The sweet spot for "target goals" that stretch you without breaking you Why "outrageous goals" matter (even if you never hit them) A practical way to break these down into actionable quarterly, monthly, and weekly metrics Ready for a flexible framework for setting goals that drive real growth while maintaining your sanity? Jump into this episode now. 🔑 Key Quote: "Think of these goals like different zoom levels on a map. Your minimum goal is your current location. Your target goal is the next major city. Your outrageous goal is crossing the country. You might not make it across the country this year, but you'll certainly go farther than if you'd only planned to drive to the next town." Ready to transform how you set business goals? Want the MTO spreadsheet we use with our clients? Get it in the Wealth Wisdom Financial Community: https://www.wealthwisdomfp.com/community Remember: Goals aren't about predicting the future - they're about giving you meaningful reference points as you navigate it. Are your current goals serving this purpose? Watch on YouTube: https://youtu.be/8qKIig1zmyY…

Wealth Wisdom Financial Podcast

1
Business Owner's Guide to Cash Flow Management 23:55

منذ 6 weeks23:55

23:55

Ever feel like success is draining your bank account? You're not alone. Many business owners discover that growing revenue doesn't automatically mean better cash flow. In this episode, we reveal the 5 most common cash flow surprises that blindside business owners. More importantly, we share how to handle them like a pro. You'll learn: How to navigate seasonal ups and downs without stress Why growth can actually create cash flow problems (and what to do about it) Smart strategies for handling delayed payments How to prepare for unexpected opportunities The tech upgrade trap and how to avoid it Struggling with seasonal swings or rapid growth? Practical systems can manage your cash flow challenges. Make those challenges into opportunities for sustainable business growth. 🔑 Key Quote: "It's not the expected that derails your business - it's the unexpected. But here's the good news: most 'unexpected' cash flow situations follow predictable patterns. Once you know these patterns, you can prepare for them." Ready to stop reacting to cash flow surprises and start navigating them with confidence? Get our Pre-Decision Framework in the Wealth Wisdom Financial Community: https://www.wealthwisdomfp.com/community Remember: The goal isn't to predict every possible cash flow challenge. The goal is to build systems that help you handle whatever comes your way. Turn your business's financial roller coaster into a steady journey toward growth. Watch on YouTube here: https://youtu.be/JYPKHZ8D5tA…

Wealth Wisdom Financial Podcast

1
Financial Systems for 7-Figure Business Growth 23:01

منذ 7 weeks23:01

23:01

Ever feel like your business systems aren't keeping up with your growth? Many entrepreneurs hit a ceiling not because of their products or market. They plateau because their financial systems can't scale. In this episode, we reveal 3 critical financial systems. These systems separate 6-figure businesses from 7-figure empires. You'll discover: How to structure powerful twice-monthly money meetings that actually save you time The exact framework for quarterly deep dives that keep you ahead of problems Why semi-annual strategy sessions are crucial for sustainable growth Simple ways to get your team aligned with your financial rhythm 🔑 Key Quote: "Even if all you do is become more aware of what's really happening in your business, that's a huge win. You've heard you need time to work ON the business, not just IN the business. What about time to think ABOUT the business?" You may be starting out or further along. Regardless, this episode reveals financial systems to support your next level. Plus, these systems won't overwhelm you or your team. Want the agendas we use for our financial meetings? Get them in the Wealth Wisdom Financial Community: https://www.wealthwisdomfp.com/community . Remember: The financial systems that got you to now may hold you back from reaching the next level. Time to upgrade your approach? Watch on YouTube here: https://youtu.be/tTicmdLhhMM…

Wealth Wisdom Financial Podcast

1
How to Create a Small Business Budget That Actually Works 17:01

منذ 8 weeks17:01

17:01

Do you keep making budgets that never work in real life? Like many business owners, you might find that old-school budgeting just doesn't fit how you run your business. In this episode, we share simple ways to make your budget work better for you. You'll learn: How to think of your budget more like a GPS that helps you, not a strict diet that makes you feel bad Ways to make smart money choices without guilt when things change How to plan for big bills that don't come every month A new way to protect your profits using special accounts Whether you're just starting or looking to refine your existing business budget, this episode will give you practical steps to create a financial system that works with your entrepreneurial spirit, not against it. 🔑 Key Quote: Consider it this way: When you get to December 2025, do you want to be proud of (a) sticking to numbers your January-self set up no matter what happened in the business? Or (b) adapting to fit circumstances as the year changed to be in a better spot than your January self thought possible? Links mentioned in the show: Join the Wealth Wisdom Financial Community: https://www.wealthwisdomfp.com/community Implement Profit First in 12 Easy Steps: https://www.wealthwisdomfp.com/profit Set up YNAB to be Profit-First friendly (and more): https://www.wealthwisdomfp.com/ynab Unlock the power of Bank On Yourself: https://www.wealthwisdomfp.com/boy Not Your Average Financial Podcast Episode 368: A Better Way to Profit First with Mike Michalowicz : https://nyafinancialpodcast.com/episode-368-a-better-way-to-profit-first-with-mike-michalowicz/ Watch on YouTube here: https://youtu.be/51Fi0XIbxsQ…

Wealth Wisdom Financial Podcast

1
Design Your 2025: A Different Kind of Resolution 13:25

منذ 9 weeks13:25

13:25

Ever feel overwhelmed by traditional New Year's resolutions? What if there was a simpler way to shape your 2025? Could you start by focusing on how you want to feel rather than just what you want to achieve? This special New Year's episode explores a refreshing approach to planning your year. It's the perfect episode to listen to while reflecting on your hopes for 2025. Key Quote: "Before you plan what you'll do, decide how you'll be." In this episode, you'll discover: Why choosing an emotional theme can be more powerful than traditional goal-setting How to identify your personal emotional "North Star" for 2025 The connection between emotional well-being and financial success Simple practices to cultivate your chosen emotional state Why patient trust might be more valuable than aggressive action Plus, learn a practical exercise for embodying your emotional theme throughout the year. Set your intentions for 2025. Start your year with clarity and purpose. Next steps: Ready to grow with intention in 2025? Join our Wealth Wisdom Financial Community for just $97/year. Access our complete library of resources, monthly group coaching sessions, and our success dashboard mini-course. Join at www.wealthwisdomfp.com/community Watch on YouTube: https://youtu.be/XV5VyihfwVY…

Wealth Wisdom Financial Podcast

1
The Ultimate 2024 Recap: Looking Back at the Year 11:36

منذ 10 weeks11:36

11:36

Do you ever wonder if you're learning from your experiences or just living them? Want a simple way to extract wisdom from your year? Want to review without getting lost in complicated reflection exercises? This is a quick but powerful episode. Discover a clever exercise transforming how successful entrepreneurs review their years for nearly two decades. Listen while enjoying that holiday beverage or stealing a quiet moment between festivities. Key Quote: "What if we stopped seeing December 31st as a deadline and started seeing it as a chance to honor how far we've come?" In this episode, you'll learn: A simple two-step process for meaningful year-end reflection How to identify patterns you might be missing in your business The secret to turning experiences into actionable wisdom A practical way to document your year that survives even floods Plus, hear real examples of lessons learned, both personal and professional. Shape your approach to 2025. Next steps: Ready to grow and learn even more in 2025? Join our Wealth Wisdom Financial Community for just $97/year. Access our complete library of resources, monthly group coaching sessions, and our success dashboard mini-course. Join at https://www.wealthwisdomfp.com/community . Watch on YouTube HERE: https://youtu.be/ZnfMuWYue0Q…

Wealth Wisdom Financial Podcast

1
The Psychology of Your Year-End Money Moves 21:54

منذ 11 weeks21:54

21:54

Ever find yourself panic-purchasing business tools at 2 AM during the holiday season? Or maybe you're wondering if that end-of-year equipment purchase is really about growth – or just about taxes? In this episode, we dive deep into the psychology behind those year-end money decisions that can make (or break) your business's financial future. Key Quote: "Sometimes the most powerful move is deciding not to spend, even when it feels like everyone else is." In this episode, you'll discover: The truth about December 31st deadlines (and which ones you can safely ignore) Why January 1st feels like such a powerful reset button (and how to use this psychology to your advantage) How holiday stress can trigger "doom spending" in your business A practical 72-hour rule for making better financial decisions during the festive season The "December Decision Framework" that transformed one client's year-end planning Plus, learn how to distinguish between real deadlines and artificial pressure during the busiest season of the year. Perfect for listening while wrapping those client gifts or planning your year-end strategy. Join us to transform your December money moves from reactive to strategic. 00:00 Introduction: Year-End Financial Pressure 00:57 Welcome to Wealth Wisdom Financial Podcast 01:34 Understanding Year-End Financial Moves 03:11 Psychological Triggers: December Deadline Effect 06:51 Psychological Triggers: Clean Slate Syndrome 11:33 Psychological Triggers: Social Comparison Search 15:22 Creating a December Decision Framework 20:03 Join the Wealth Wisdom Financial Community 21:34 Conclusion and Final Thoughts Next steps: Ready to make intentional money moves in 2025? Join our Wealth Wisdom Financial Community for just $97/year. Get access to our complete library of financial resources, monthly group coaching sessions, and our success dashboard mini-course. Join at wealthwisdomfp.com/community . Coming up next week: "The Ultimate 2024 Recap: Looking Back at the Year" – tune in for insights on maximizing your year-end review process. Watch on YouTube: https://youtu.be/J23X36gUSDg…

Wealth Wisdom Financial Podcast

1
Reset Your Money Mindset: From Scarcity to Abundance 21:33

منذ 12 weeks21:33

21:33

Ever wonder why some people attract financial abundance while others stay stuck in scarcity? Even with similar incomes? In this episode, we dive deep into the psychology behind your relationship with money. Join us to explore how to transform your mindset from scarcity to abundance as we head into 2025. Key Quote: "Money is important - but it's important in the same way oxygen is important. You need it to live, but having more oxygen doesn't make you a better person. Your worth as a human being is inherent, unchangeable, and completely separate from your financial situation." In this episode, you'll discover: The three mindset traps that keep people stuck in scarcity thinking Why traditional budgeting often reinforces negative money patterns How to break free from the "never enough" loop A practical framework for shifting from scarcity to abundance thinking Real client stories of transformation (and the exact steps they took) Plus, learn a simple daily practice that can begin rewiring your money mindset today. Perfect for listening while wrapping presents or stealing a quiet moment during the holiday rush. Ready to write a new money story for 2025? Don't miss this episode. Next steps: Ready to take your money mindset transformation to the next level? Join our Wealth Wisdom Financial Community for just $97/year. You'll get access to our complete library of money mindset resources. Plus, join us for monthly group coaching sessions. Every premium members gets our success dashboard mini-course. Join at wealthwisdomfp.com/community. Let's make 2025 your breakthrough year. Coming up next week: "The Psychology of Your Year-End Money Moves." Don't miss our deep dive into making strategic financial decisions during the holiday season. Watch on YouTube: https://youtu.be/jdNULIRYGjc…

Wealth Wisdom Financial Podcast

1
The Business Owner's Wealth Trap: Breaking Free from the Revenue-Wealth Gap 22:10

منذ 13 weeks22:10

22:10

Ever look at your business bank account and feel successful? Then, you glance at your personal accounts and wonder where all the money went? You're not alone. Join us as we explore the hidden disconnect between revenue and wealth. The Revenue-Wealth Gap trips up even the most successful entrepreneurs. Discover why making more money isn't the answer (and what actually is), plus: Why traditional investment advice often fails business owners The "Wealth Trifecta" that successful entrepreneurs use instead How to stop hoping you'll "figure it out someday" and start building real wealth today Ready to bridge your own revenue-wealth gap? Don't miss the special and *urgent* announcement about Wealth Wisdom Week at the end of the episode! 🎯 Key Quote: "The gap between revenue and wealth isn't bridged by making more money. It's bridged by having the right system to transform that revenue into lasting wealth." Learn more and register for Wealth Wisdom Week at wealthwisdomfp.com/seminar 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: https://youtu.be/Ak0UqheDxIs…

Wealth Wisdom Financial Podcast

1
Beyond the Business: Building Personal Wealth for Long-Term Entrepreneurial Success 17:14

منذ 14 weeks17:14

17:14

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…

Wealth Wisdom Financial Podcast

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Breaking the Failure Cycle: Mastering the Numbers Game in Small Business 27:42

منذ 15 weeks27:42

27:42

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…

Wealth Wisdom Financial Podcast

1
Decoding Your Financial DNA: Aligning Your Business with Your Life's Purpose 15:56

منذ 16 weeks15:56

15:56

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…

Wealth Wisdom Financial Podcast

1
STRENGTH IN NUMBERS Means BIG Wins for Small Business! 16:22

منذ 17 weeks16:22

16:22

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…

Wealth Wisdom Financial Podcast

1
Smarter Generosity Made EASY! 17:54

منذ 18 weeks17:54

17:54

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…

Wealth Wisdom Financial Podcast

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Is Leaving a Financial Legacy Virtuous? Balancing Self-Care, Family Values, and Generational Wealth 17:18

منذ 19 weeks17:18

17:18

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…

Wealth Wisdom Financial Podcast

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Compounding Kindness: Unlikely Stress-Reducing Financial Concepts 20:53

منذ 20 weeks20:53

20:53

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…

Wealth Wisdom Financial Podcast

1
How Bank On Yourself, Profit First, EOS, YNAB and STILL Combine for Financial Success 19:28

منذ 21 weeks19:28

19:28

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…

Wealth Wisdom Financial Podcast

1
Planning Your Financial Future: Why Money Isn't the Only Factor! 23:01

منذ 22 weeks23:01

23:01

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…

Wealth Wisdom Financial Podcast

1
Money Lessons from Past Recessions: Smart Strategies for Today 18:48

منذ 23 weeks18:48

18:48

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…

Wealth Wisdom Financial Podcast

1
Grow Your Retirement Money Safely in Turbulent Times 14:26

منذ 24 weeks14:26

14:26

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…

Wealth Wisdom Financial Podcast

1
Stay Strong with Money: Build Resilience for Tough Times 19:18

منذ 25 weeks19:18

19:18

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…

Wealth Wisdom Financial Podcast

1
Make an Impact, Be Tough but Adaptable with Perry Marshall 59:13

منذ 26 weeks59:13

59:13

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/…

Wealth Wisdom Financial Podcast

1
Fad Fiction: What the Latest Financial Trends Really Do to a Financial Plan 21:09

منذ 27 weeks21:09

21:09

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…

Wealth Wisdom Financial Podcast

1
How Financial Advisors Prey on Human Psychology 27:23

منذ 28 weeks27:23

27:23

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…

Wealth Wisdom Financial Podcast

1
Buying Lattes Verses Everything Else 23:29

منذ 29 weeks23:29

23:29

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…

Wealth Wisdom Financial Podcast

1
The Real Cost of Fees and Why You Should Care 35:07

منذ 30 weeks35:07

35:07

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…

Wealth Wisdom Financial Podcast

1
Debunking the Myths: 8 Common Misconceptions About Infinite Banking 20:54

منذ 31 weeks20:54

20:54

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…

Wealth Wisdom Financial Podcast

1
The Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial Plan 25:57

منذ 32 weeks25:57

25:57

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…

Wealth Wisdom Financial Podcast

1
Infinite Banking Unveiled: Trends, Strategies, and Pitfalls with Brandon Neely 15:51

منذ 33 weeks15:51

15:51

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…

Wealth Wisdom Financial Podcast

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5 Bank On Yourself Professionals Share Why They Do What They Do 36:23

منذ 34 weeks36:23

36:23

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…

Wealth Wisdom Financial Podcast

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Client Spotlight: When the Worst Happens to a Parent with James Miles 55:55

منذ 35 weeks55:55

55:55

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…

Wealth Wisdom Financial Podcast

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Foundation 12: How to Write a Good Ending to Your Financial Story 20:48

منذ 36 weeks20:48

20:48

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…

Wealth Wisdom Financial Podcast

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Foundation 11: The Importance of Community for Wealth Building 23:41

منذ 37 weeks23:41

23:41

How do you make your investment decisions? Imagine this: 75% of a certain group of investors make their choices based on what their preferred app shows. That's a staggering number, right? Now, let’s talk about Tony. He’s a young man who faced significant financial struggles because he was isolated and didn’t have the support he needed. Tony’s story underscores the importance of not going it alone when it comes to your finances.= Think about the spectrum of investors out there. On one end, we have 'zombie investors' who rely entirely on financial advisors. On the other, there are those who are all about the DIY approach. The real trick? Finding a balance between these extremes. This episode also sheds light on the broader context of social and financial isolation, especially in the post-pandemic world. We’ll share strategies for building a solid money team using the STILL method. It’s all about engaging with trusted individuals and financial professionals to avoid feeling overwhelmed by financial decisions and to create a supportive community around you. Ready to take ownership of your financial future? Jump into this episode full steam ahead! 00:00 Introduction: The Power of Mobile Trading 00:47 Tony's Financial Journey: A Cautionary Tale 03:37 Understanding Different Types of Investors 05:24 The Importance of Community in Financial Success 10:27 Building Your Money Team with STILL 13:54 FINRA Report Insights: Investor Behavior 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 ⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻ Watch on YouTube here: https://youtu.be/lHIxhuqQAp0 ⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻ Conventional financial thinking has left too many people feeling like they should be further along by now. True wealth wisdom brings clarity and purpose on how to make real progress no matter what's happening in the economy or on Wall Street. Join our financial community: https://www.wealthwisdomfp.com/community Find us here: https://www.facebook.com/WealthWisdomFinancial/ https://www.instagram.com/WealthWisdomFP/ https://www.youtube.com/c/wealthwisdomfinancial?sub_confirmation=1 ⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻⎻ Important Details: Wealth Wisdom Financial’s content is for general information only and not for the purposes of providing legal, accounting, or investment advice. On such matters, please consult a professional who knows your specific situation. Some of our links are affiliate links where we earn a small commission at no additional cost to you if you make a purchase.…

Wealth Wisdom Financial Podcast

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Foundation 10: How To Take Ownership and Build Financial Confidence 22:52

منذ 38 weeks22:52

22:52

You know the value of ownership. America's founding fathers saw private property as a cornerstone of our society and democracy. Still today, many value owning their home mortgage-free. They see no mortgage payment as a requirement for a happy retirement. But, what really is ownership? What can you truly own? The answers might surprise you. For example, you may own the title to something. Yet, if "possession is 9/10ths of the law" what happens to your title when someone else possesses your property? Could there be a construct that's older than titled, private property? Could that construct be a strong foundation for your financial journey? Ready for a transformational experience of what "taking ownership" of your financial future can look like? Then, jump into this episode full steam ahead! 00:00 Introduction: Land Ownership Inequality 00:54 Joe's Journey to Financial Stability 02:54 Understanding Ownership and Financial Control 04:58 The Reality of Bank and Retirement Accounts 07:53 Exploring Tangible Assets and Real Estate 09:49 The Power of Financial Contracts 17:24 The Diamond in the Rough 20:03 Wrapping Up: Home Ownership Insights 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 Watch this episode and leave comments on YouTube: https://youtu.be/oOFxZy1aGmo…

Wealth Wisdom Financial Podcast

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Foundation 9: How Banking Regulations Impact Our Daily Lives 23:06

منذ 39 weeks23:06

23:06

How does legislation enacted in 1933 impact your life today? Does that influence get bigger or smaller if you hear that legislation was repealed in 1999? The truth is this one piece of regulation has dramatic repercussions on how you approach creating the financial future you want. As they say, those who do not learn from history are doomed to repeat it. Are we repeating one of the biggest mistakes in American history? The only thing we can say is what you think is the mistake probably isn't. Listen in to peak behind the curtain. 00:00 Introduction: The Impact of the 1929 Stock Market Crash 00:22 Alex's Story: A Personal Tale of Financial Turmoil 03:51 Understanding the Glass Steagall Act 06:56 The Lax Enforcement and Repeal of Glass Steagall 08:48 Personal Experience: Working in Finance 11:10 The Great Depression and the Glass Steagall Act 13:01 Modern Financial Speculation and Regulation 16:31 The Alternative Financial System p.s. Due to more recent changes in banking regulation, the reserve requirements for banks are super low. Chances are your bank might have 0 reserves ( source ). How does that make you feel? 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 Watch this episode on YouTube here: https://youtu.be/IyaKng6nHTI…

Wealth Wisdom Financial Podcast

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Foundation 8: The Cost of Convenience with Banking 23:22

منذ 40 weeks23:22

23:22

It's no secret that banks dominate both personal and business finance. Yet, the realities of fractional reserves and how bankers really think about debt might surprise you. For example, have you ever heard of Marriner Eccles? What if there was an alternative? What if that alternative put more power into the hands of everyday Americans? Want more control over your financial future? Ready to use banks for their convenience without giving them control? Listen now! 00:00 Introduction: Do Banks Rule the World? 00:33 Sarah's Story: The Harsh Reality of Banking 01:30 Discovering Hope: Alternative Financial Systems 03:13 Personal Anecdotes and the Banking System's Impact 04:41 The Mechanics of Banking and Its Effects on Us 06:43 Fractional Reserve Banking Explained 10:18 Historical Insights: The Great Depression and Money Creation 12:53 The Problem with Debt and Consumer Culture 17:17 Seeking Alternatives: The Power of Being Your Own Bank 20:55 Taking Action: How to Secure Your Financial Future 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 Books to learn more about banking: The Bank On Yourself Revolution : https://www.bankonyourself.com/shop/the-bank-on-yourself-revolution-paperback Rescue Your Retirement : https://www.bankonyourself.com/rescue-your-retirement-book Watch this episode on YouTube here: https://youtu.be/aeBP8qtSFQ8…

Wealth Wisdom Financial Podcast

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Foundation 7: How to Build a Great Financial Pyramid 26:34

منذ 41 weeks26:34

26:34

Compound interest is a misunderstood concept. From misattributed quotes to downright inaccurate ideas. Listen to hear the parable of two builders tasked with constructing a pyramid. One builder rushes in and struggles with the physical task. The other takes time to plan and make micro-adjustments, achieving success more efficiently. This story serves as a metaphor for the power of uninterrupted compounding. Time and knowledge compound just like money. Be sure to catch the simple, elementary-level math. It shows clearly how real returns can differ from expected average returns. Is your portfolio really compounding? Keep growing your foundation of solid financial principles. Learn how to use money without interrupting its compounding growth. Michelangelo's chisel created masterpieces. So can you create a work of art on your financial journey! 00:00 Debunking Einstein's Compound Interest Quote 00:47 The Tale of Two Builders: A Lesson in Compound Interest 04:08 The Story Behind the Story: Creative Inspiration 05:29 Understanding Compound Interest Beyond the Basics 10:42 Real Numbers: The Impact of Uninterrupted Compounding 17:36 Building a Financial Pyramid: Strategies for Stability 18:28 Unlocking the Secrets of Using Money Without Breaking Compounding Links mentioned in the episode: Free download available of 5 Simple Steps to Secure Your Future Outside a W-2 here: https://www.wealthwisdomfp.com/report 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 Watch this episode on YouTube: https://youtu.be/bAdKpwclAkw…

Wealth Wisdom Financial Podcast

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Foundation 6: Diversification, What Many Investors Miss 15:56

منذ 42 weeks15:56

15:56

You've been told to diversify your portfolio but how can you tell if you're diversified enough? Does conventional thinking like the Rule of 100 or using ETFs work in 2024? What about Target Date Funds? In this episode, we reveal what conventional thinking is missing. The stat we share about Target Date Funds is one of the most surprising. Be sure you don't miss it. We live in a globalized world where you (and your assets) are more connected than ever. Isn't it time to learn the historical wisdom about non-correlated assets? In the Great Recession, you saw just how related supposedly "non-correlated" assets were. Isn't it time to add more diversification to your portfolio? Watch now to discover what that could look like for you. And never forget: Different is good! 00:00 Kevin's Journey: A Lesson in Diversity 02:18 Diving Deep into Diversification 03:37 Personal Stories and Financial Insights 07:25 Rethinking Diversification in Finance 11:35 Creative Financial Strategies and Future Foundations 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 Watch this episode on YouTube here: https://youtu.be/9OGb0E-T3dg…

Wealth Wisdom Financial Podcast

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Foundation 5: What to Focus on for Financial Success 13:46

منذ 43 weeks13:46

13:46

Are you the kind of person known for juggling numerous tasks like a boss? Yet, internally you struggle with the chaos of busyness. You might have heard about adopting mono-tasking to help discover clarity and peace. Could mono-tasking have the same impact on your financial journey? Could financial focus bring clarity and peace amid money chaos and busyness? If you want to build a strong financial future, focus is crucial to getting you there. Discover how we learned to focus on one thing at a time and overcome financial overwhelm. 00:00 Meet Carl: A Journey from Chaos to Focus 02:15 Diving into 'Five Smooth Stones': A Series on Timeless Principles 03:32 Carl's Story: A Personal Confession and the Power of Monotasking 08:03 Finding Financial Focus: The Journey Towards Monotasking with Money 10:46 Securing Your Financial Future: How to Get Started 11:42 The Importance of Focus in Business and Life 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 Watch this episode on YouTube here: https://youtu.be/BOrfB68fU2c…

Wealth Wisdom Financial Podcast

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Foundation 4: The Most Powerful Ways to Change Bad Money Habits 18:39

منذ 44 weeks18:39

18:39

You have bad habits. We have bad habits. We're not here to judge. There comes a time in your life when you feel a compulsion to change a bad habit. Maybe you're in one of those times right now. If you don't act right away, that feeling goes away quickly only to resurface later without any change. Get ready to be inspired by Emily's story. She's a young woman on a journey of self-discovery and transformation. She agrees with Aristotle that our habits define us: "You are what you habitually do." You already know the power of habits in shaping our lives and financial futures. A bad habit in one area can have impacts that ripple out into all areas of our lives. Again, we're not here to judge but we do want to empower you to make the change you wish to see in your habits. Discover practical ways to overhaul those bad habits ready for transformation. Get ready for how easy it can be. Start with small, seemingly insignificant steps. Learn the chicken and egg of motivation. Find your community support. 00:00 Emily's Journey of Transformation 03:03 Exploring the Power of Habits with Aristotle's Wisdom 05:34 Practical Steps to Changing Habits and Building Wealth 12:58 The Importance of Community and Connection in Financial Growth 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 Watch this episode on YouTube here: https://youtu.be/FXYarTy5F74…

Wealth Wisdom Financial Podcast

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Foundation 3: Life is an Adventure 17:28

منذ 45 weeks17:28

17:28

How do you like your adventures? On the edge? Only a little risk? Close to home? Far away? With family and friends? All on your own? Active? Relaxing? Financial? What??? Financial? Yes, financial adventures can be the best! Tired of cookie-cutter, done-for-you money management that doesn't fit you unique goals and dreams? Join us for the adventure of a lifetime. Literally! 00:00 Lily's Financial Adventure: A Tale of Growth and Discovery 02:27 Reflecting on Lily's Journey and Its Lessons 03:17 Life as an Adventure: Applying Principles to Money 05:14 The Power of Preparation and Embracing Challenges 11:14 Finding Joy and Fulfillment in Your Financial Journey 14:42 Embracing the Adventure: Overcoming Challenges and Regrets 16:09 Conclusion: The Importance of Applying Wisdom to Your Journey Links mentioned in the episode: Get your copy of Five Smooth Stones here: www.wealthwisdomfp.com/shop…

Wealth Wisdom Financial Podcast

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Foundation 2: The Value of Pre-Decisions 17:21

منذ 46 weeks17:21

17:21

Have you ever experienced the harsh reality of Parkinson's Law? Maybe it was in college where you crammed the night before a test when you could've been studying all semester. Maybe you experienced it when you had a work deadline that got moved up and you still got the project completed in time. Have you ever tried using Parkinson's Law to build wealth? Don't miss this episode for inspiration to use such a powerful, natural human inclination to your advantage rather than against you! 00:00 Meet Joe: A Journey from Procrastination to Success 03:24 Harnessing Parkinson's Law for Financial and Business Success 06:23 The Power of Pre-decisions in Managing Money 10:20 Maximizing Income and Preparing for Future Financial Opportunities 14:18 The Importance of Pre-deciding Your Financial Future Links mentioned in the episode: Get your copy of Five Smooth Stones here: www.wealthwisdomfp.com/shop Watch this episode on YouTube here: https://youtu.be/KuFyFHYd6ow…

Wealth Wisdom Financial Podcast

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Foundation 1: The Principle of the Firsts 19:08

منذ 47 weeks19:08

19:08

What do you do first when you wake up in the morning? What do you do first when you start your work day? What do you do first when you receive money? The answers to these questions reveal a lot about our hearts. In this episode, we reveal 3 positive results we saw when we changed what we do first when we receive money. Want to transform your money story? What if you started with what you do first ?!?! 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 00:00 The Power of Prioritizing: Sarah's Story 02:57 Exploring the 12 Foundational Money Principles 04:22 The Principle of Putting First Things First 04:26 The Importance of Time and Money Management 11:15 Prioritizing Giving and Saving in Your Financial Plan 13:27 Overcoming the 'Yeah Buts' and Taking Control Watch this episode on YouTube: https://youtu.be/YzGZiexz3pg…

Wealth Wisdom Financial Podcast

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Becoming Your Own Banker AND Bank On Yourself 16:43

منذ 48 weeks16:43

16:43

Recently, Brandon added "An Authorized Infinite Banking Practitioner" to his status as a Bank On Yourself® Professional. Here's proof: https://infinitebanking.org/agents/neely758 . Who better to share their perspective on what BOTH Bank On Yourself AND Infinite Banking bring to bettering your financial future? As Brandon shares in the episode, we don't want to be so much AGAINST anything or anyone. We want to be FOR our clients! Get the books: The Bank On Yourself Revolution: https://www.bankonyourself.com/shop/the-bank-on-yourself-revolution-paperback Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ Start the process: Schedule a Discovery Call: https://www.wealthwisdomfp.com/call 00:00 The Power of Positivity in Finance 01:48 The Impact of Faith and Financial Books on Our Lives 02:06 Exploring the Bank On Yourself Concept 04:04 The Influence of R. Nelson Nash and Infinite Banking 07:13 The Importance of Choosing the Right Financial Professional 08:10 Why Bank On Yourself and Infinite Banking Matter 12:01 The Significance of Education and Choosing Wisely…

Wealth Wisdom Financial Podcast

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How to Find Financial Grounding 10:50

منذ 49 weeks10:50

10:50

Why are people of all ages so stressed about money? Is it because we're all screwed? Is it because of all the negativity that helps social media posts and news articles get clicks? Which financial services firm would you rather work with? (1) Head in the Sand Financial Services - "We deliberately refuse to accept the truth just like you." OR (2) Head in the Clouds Financial Services - "We have lofty goals we're never gonna hit too!" Amid a chaotic world, Brandon emphasizes the need for a balanced approach, avoiding the extremes of denial and unrealistic ambition. Using wealth wisdom and strategies like Infinite Banking and Profit First, Brandon advocates for proactive financial planning and setting realistic goals to navigate and overcome financial challenges. Plus, he shares exactly how the dreamer and the ostrich can find their financial grounding! 00:00 Dramatic Opening: The Financial Dilemma We All Face 02:01 Breaking Down Financial Personalities: Ostriches vs. Clouds 05:31 Strategies for Financial Stability and Growth 07:09 Empowering Your Financial Future: Beyond Ostriches and Clouds 09:52 Conclusion: Mastering Your Financial Destiny Links Mentioned in the Episode Get your head out of the sand and out of the clouds by getting a copy of Five Smooth Stones at https://www.wealthwisdomfp.com/shop Both paper and Kindle versions are available! Watch this episode on YouTube here: https://youtu.be/sGt3kvldz0s…

Wealth Wisdom Financial Podcast

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How to Stop Struggling on a 6-Figure Income 16:19

منذ 50 weeks16:19

16:19

Are you a 'HENRY' - High Earner Not Yet Rich? Some, despite earning six figures, still live paycheck to paycheck. There are too many potential causes. There's inflation, student loans, and pressures amplified by social media! Might the banking system or conventional financial strategies be to blame? Here's your chance to redefine 'HENRY' and get off the struggle bus. It's all about flipping the script and redefining the same acronym: HENRY. Plus, we offer 2 FREE resources to guide you in embracing a new financial story. It's time to break the paycheck-to-paycheck cycle and to enjoy life more! 00:00 Unpacking the HENRY Acronym: High Earner, Not Yet Rich 00:44 Introducing the Wealth Wisdom Financial Podcast - NEW INTRO! 01:58 The Struggle of Six-Figure Earners: Causes and Culprits 04:27 Breaking the Cycle: A New Take on HENRY 09:44 Building Your Money Team and Staying in Control 14:49 Exclusive Resources: Five Smooth Stones and Wealth Wisdom Community Links mentioned in the episode: Get your free, digital sample of Five Smooth Stones here: https://bit.ly/sample5smoothstones Start a 1-month, free trial of the Wealth Wisdom Financial Community here: https://wealthwisdom.mn.co/plans/291835?bundle_token=bde9e9f267ba608aeae8b07e037063f2&utm_source=manual Watch this episode on YouTube: https://youtu.be/C-9pnUZDe4Q…

Wealth Wisdom Financial Podcast

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Navigating Financial Fires: A Guide to Protecting Your Financial Future 50:25

منذ 51 weeks50:25

50:25

This episode addresses the six common financial 'fires' or challenges that can potentially derail one's financial well-being. These 6 fires are (1) liquidity needs, (2) long-term disability, (3) loss of life, (4) long-term care, (5) longevity, and (6) legal liability. Get your fire extinguishers ready BEFORE one of these fires hits you or your family! Join your hosts and special guest Mark Willis, CFP®. This episode is full of real-life examples. We also quickly get hopeful with ideas and share a software we offer to our clients: Asset-Map. Asset-Map is a tool visualizing one's financial situation, assets, liabilities, and insurance policies to prepare for and mitigate these risks effectively. We also touch upon the psychological aspects of financial planning and the peace of mind that comes with being prepared. By fostering an understanding of these challenges and encouraging proactive planning, the episode aims to empower listeners to achieve financial peace and security. 00:00 Opening Remarks: Navigating Financial Well-being 01:29 Personal Stories: The Impact of Financial Planning 06:14 The Six L's of Financial Security 06:33 Deep Dive into Liquidity Needs 07:51 Understanding Long-Term Disability 10:51 The Importance of Life Insurance 15:04 Addressing Long-Term Care Concerns 18:26 Facing the Reality of Longevity 21:33 Legal Liability and Legacy Planning 26:19 Empowering Fire Prevention Strategies 26:54 The Essence of Planning Over Plans 28:44 Introducing the Jetson Family: A Financial Planning Case Study 37:24 The Flinstone Family: Navigating Complex Financial Landscapes 48:18 Closing Thoughts and Invitation to Join the Financial Planning Revolution Next steps! Get your Asset-Map by scheduling a call and putting Asset-Map in the notes. Schedule a call with Brandon Neely or Amanda Neely, CFP® here: https://www.wealthwisdomfp.com/call Schedule a call with Mark Willis, CFP® here: https://nyafinancialpodcast.com/ Remember, it's not the plan or the tool that matters as much as the guide who comes alongside you to prevent financial fires!…

Wealth Wisdom Financial Podcast

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How to Save Money and Still Have Fun 23:11

منذ 52 weeks23:11

23:11

In 2024, is it more difficult than ever to save money? Is it still important? Are we so trapped that the only cure is doom spending? Let's get some historical perspective - complete with legit charts and graphs! We reveal a future crisis that could be even bigger than the student debt crisis. Then, we turn to how to break the cycle without cash stuffing but maybe you could mix in some loud budgeting. These 5 proven practices are what we believe are the best way to gain financial independence! All while making sure we get to have fun along the way. 00:00 Introduction: The Challenge of Saving Money in 2024 01:42 The Two Sides of Saving Money: Spending Less and Setting Aside 02:48 The Importance of Saving: A Look at the Data 08:43 A Looking Crisis: A Hidden Financial Threat 13:03 How to Save Money: 5 Practical Strategies 20:36 Conclusion: The Power of Saving and the Path to Financial Stability Want to go beyond "financial literacy" and get more wealth wisdom? Keep learning and get 5 more steps at https://www.wealthwisdomfp.com/report .…

Wealth Wisdom Financial Podcast

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Transforming Your Assets into an Income Stream 19:17

منذ 1 year19:17

19:17

What is the hardest and nastiest problem in finance? What would Nobel Prize winning economist, William Sharpe say it is? It's retirement income planning. More Americans turned 65 years old in 2023 than in any other year in American history. This transition of the baby boomer population into retirement impacts everyone and everything. Check out today's episode for resources on building a passive income stream. You could do this whether you are 40 or 90 years old or in between. We've got multiple reputable sources who aren't trying to sell you anything. Could this episode give you the tools to tackle this hardest and nastiest problem in finance? Listen and find out! Links mentioned in the episode: The Ernst & Young report: https://www.ey.com/en_us/insurance/how-life-insurers-can-provide-differentiated-retirement-benefits The consumer guide to lifetime income: https://www.bankonyourself.com/guaranteed-lifetime-income-consumer-guide?wp_src=AN79A Schedule a Discovery Call: https://www.wealthwisdomfp.com/call Watch this episode on YouTube here: https://youtu.be/3BamZiVY9qw Go even deeper on annuities here: Another video on our channel about annuities: https://youtu.be/_f5KAgCO4yk We really like these podcast episodes over on the Not Your Average Financial Podcast too: Episode 211: Annuity Myths Exposed Episode 212: The Coming Revolution in Lifetime Income Episode 213: 8 Ways to Prosper From Annuities…

Wealth Wisdom Financial Podcast

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Real Estate Investors Biggest Fail 18:18

منذ 1 year18:18

18:18

What do you think is the most common mistake real estate investors make? See if we come up with the same answer in this episode. Hint: We mention Arthur Guinness of Dublin, Ireland. He's the legend behind Brandon's favorite beer. Plus, we share 3 crucial steps to avoid this common mistake. One of these steps includes a way to save thousands of dollars and wasted time on a critical component of financial planning. Real estate investors, pay close attention. Others, you could be making this mistake too. Listen and evaluate your own mindset and actions! Links Mentioned in the show: Craft an estate plan with worrying about how many hours it'll cost in fees or about your information being sold here: https://www.estatedocspro.com/a/wealthwisdomfp Ready to chat about what you want life to be life when you're 95 and how to get there? Schedule a Discovery Call to get started on a comprehensive financial strategy here: https://www.wealthwisdomfp.com/call Get our best insights on turning chaos to still in Five Smooth Stones here: https://www.wealthwisdomfp.com/shop 00:00 Introduction to Real Estate Investing 01:54 The Pitfalls of Short Term Thinking 02:27 The Chaos of Short Term Thinking 02:43 The Journey of a Real Estate Investor 04:06 The Burden of Real Estate Investing 05:11 How to Avoid the Chaos in Real Estate Investing 05:36 Three Big Ideas for Successful Real Estate Investing 10:59 The Importance of Estate Planning 15:01 Taking Action in Real Estate Investing 17:42 Conclusion and Next Steps Watch this episode on YouTube here: https://youtu.be/raSWt32zhgk…

Wealth Wisdom Financial Podcast

1
Your Money or Your Passion 21:03

منذ 1 year21:03

21:03

Many entrepreneurs face a dilemma of balancing financial stability and pursuing passion. First of all "balance" is too heavy of a target. How about a mix? Join Amanda as she lays out five core principles shaped as '5 P's' of combining passion and profit. The 5 P's offer a thoughtful blend of history, practical, and inspiration. Ready for a fulfilling professional and personal life where passion and profit complement each other? Don't forget Purpose to add a triple-bottom line to the 5 P's. Want more inspirational and practical content like this? Join the Wealth Wisdom Financial Community here: https://www.wealthwisdomfp.com/community . 00:01 Introduction: The Dilemma of Passion vs. Profit 01:18 Personal Journey: Balancing Passions and Entrepreneurship 02:59 Historical Inspirations: Learning from Successful Figures 05:50 Five Principles for Combining Passion and Profit 15:47 The Role of Purpose in Passion and Profit 18:58 Join the Wealth Wisdom Financial Community 20:27 Conclusion: Live Long and Profit Watch this episode on YouTube here: https://youtu.be/qppcGGkm4ac…

Wealth Wisdom Financial Podcast

1
Profit First: How It's Going 5 Years Later (Part Two) 25:57

منذ 1 year25:57

25:57

Watch this episode on YouTube: https://youtu.be/m45N7dByxPA What if you had a flowchart for your money? What if you could easily see how every dollar that enters your sphere flows through your ecosystem? Would you like to see someone else's flowchart too? In this week's podcast, we reveal the exact flowchart we use today. It's our 1-page money "treasure map." Of course, we visually demonstrate the Profit First method on our map, dividing our income into different categories and guiding you through the process. We also delve into what we believe is the most important part of our flowchart: "The Vault." If you're someone who learns better through visuals, this could be just right for you. While your money map might look different from ours, we hope our journey can still offer valuable insights for your financial adventure! Links mentioned in the show: Watch the older, 1 hour 20 minute version here: https://youtu.be/L-HRPFhiaFw?si=QhG02S51EQB1iESt . Around the 53 minute mark in is where we show our old money map. We'll show the update in the next episode. If you're thinking about implementing Profit First, on average it takes a year. We shortened the process to 12 weeks in our Implement Profit First in 12 Easy Steps. You can claim your access at: www.wealthwisdomfp.com/profit Tip: Get a preview of the online quest here: https://wealthwisdom.mn.co/posts/implement-profit-first-in-12-easy-steps-welcome-watch-me-first…

Wealth Wisdom Financial Podcast

1
Profit First: How It's Going 5 Years Later (Part One) 19:41

منذ 1 year19:41

19:41

Are you considering Profit First for your business or side hustle? Using Profit First but unsure how it'll work as you grow your revenue? Then, you'll love this episode where we revisit Profit First after fully using it for 5 years and seeing our business grow by leaps and bounds. We even share a couple hacks we use to save time and implement efficiently. One of those hacks is how we use YNAB (You Need A Budget) along with Profit First. Another is about an account we added to the core 7. Finally, don't forget (1) to click these links to discover more of how you might implement Profit First faster and easier and (2) to subscribe so you don't miss part 2. Links mentioned in the show: Watch the older, 1 hour 20 minute version here: https://youtu.be/L-HRPFhiaFw?si=QhG02S51EQB1iESt . (Around the 53 minute mark in is where we show our old money map. We'll show the update in the next episode). If you're thinking about implementing Profit First, on average it takes a year. We shortened the process to 12 weeks in our Implement Profit First in 12 Easy Steps. Claim your access at: www.wealthwisdomfp.com/profit . Tip: Get a preview of the online quest here: https://wealthwisdom.mn.co/posts/implement-profit-first-in-12-easy-steps-welcome-watch-me-first Watch this episode on YouTube: https://youtu.be/ll98hpdj_ZI…

Wealth Wisdom Financial Podcast

1
Why Budgets Don't Work and What Does 22:57

منذ 1 year22:57

22:57

This week, we talk about budgeting and why it can be a bit tricky. I (Amanda) will share my stories about budgeting, going all the way back to when I was in middle school. I'll also show you a budgeting app called Y.N.A.B. (You Need a Budget) and share my own way of using it. We'll also take you to the "Cash Flow Control Room," a safe place for managing your money. Plus, we'll invite you to join the Wealth Wisdom Financial Community. In our online community, we have a course about using the Y.N.A.B. app. And guess what? For a short time, we're offering an 80% discount on our premium membership! Watch now! Links Mentioned in the Episode Join the Wealth Wisdom Financial Community here now before the discount disappears: https://wealthwisdom.mn.co/plans/305293?bundle_token=4556d6d7654de8f6260367dfbc9e9241&utm_source=manual Learn more about how we budget in Manage Cash Flow Like a Millionaire here: https://www.wealthwisdomfp.com/ynab Try YNAB and get a free month when you sign up (we get a free month too!): https://ynab.com/referral/?ref=RzDArtdB4Y-ZA8T5 Watch this episode on YouTube: https://youtu.be/_q8yh6nndE4…

Wealth Wisdom Financial Podcast

1
Banking On Ourselves: How It's Going 10 Years Later 29:24

منذ 1 year29:24

29:24

In this week's podcast, we joyfully commemorate the ten-year anniversary of our Bank On Yourself® policy. Throughout the episode, we take a trip down memory lane, reflecting on the past decade and sharing insights into how we've evolved and flourished both personally and as business owners by embracing this transformative mindset. The impact of this concept on our lives has been profound, shaping our journey in ways we never anticipated. Furthermore, in this episode, we delve into the discussion about the ideal time to initiate a Bank On Yourself policy, and the resounding answer is now. We break down the notion that, while we might have pursued higher returns elsewhere, the Bank On Yourself policy has provided us with a robust and steady foundation for cultivating our wealth. This stable groundwork was a crucial need for us a decade ago, illustrating the enduring value of this financial approach in achieving long-term prosperity. FACT CHECK: Our documentary screening was July 23rd, not March 23rd* Links mentioned: Signup for the Wealth Wisdom Week Waitlist Here: (get access to live-stream link or video recording released later that day) https://zfrmz.com/fLAZkY7Uj3HBT8Bj5i2M What is Bank On Yourself®? video: https://youtu.be/tI-GMOVOpQE Watch this episode on YouTube: https://youtu.be/401ELp4qiMk…

Wealth Wisdom Financial Podcast

1
Maintaining Clarity as Your Wealth Grows 22:08

منذ 1 year22:08

22:08

As your wealth grows, are you supposed to buy more expensive houses, cars, clothes and everything else? The advertisers and marketers certainly want you to. This episode is for everyone with a growth mindset who will have more money in the future than they do today. What does it look like to embrace clarity and joy as your wealth grows without feeling like you have to "keep up with the Joneses?" Are there examples of wealthy people who still live frugally and enjoy doing it? Listen now to get inspired to cultivate a financial future that continues to build who you want to be personally and financially no matter how rich you become. SIGN UP FOR WEALTH WISDOM WEEK HERE: https://wealthwisdomweek.eventbrite.com Watch this episode on YouTube: https://youtu.be/t4S05Uy8UAM…

Wealth Wisdom Financial Podcast

1
Questions to Ask a Financial Planner 17:02

منذ 1 year17:02

17:02

In this week's podcast, we reveal 10 (Essential) Questions to Ask a Financial Planner. Curated over time, we hope that these questions will serve as a solid basis for you to come back and revisit in your lifetime. While we do not answer all of these questions, we give you wisdom as to the why these are great questions to ask and return to. We also reveal our carefully planned Wealth Wisdom Week; a week of five-one hour courses, live, that will help you further your financial experience. Inside of it, you will receive wisdom that will enrich your financial lives and (hopefully) beyond. Oh, and did we mention that it's free? SIGN UP WITH THE LINK BELOW! Reserve your spot for Wealth Wisdom Week here: https://wealthwisdomweek.eventbrite.com Download these questions here: https://www.dropbox.com/scl/fi/edqllwhvmiwns9329fzlc/Questions-to-Ask-a-CFP-Download.pdf?rlkey=imsnlphhpuhz7k7orq1ivq3cf&dl=0 Watch this episdoe on YouTube: https://youtu.be/cvLK1cf_FLk…

Wealth Wisdom Financial Podcast

1
How to Achieve Financial Freedom in the New Year 19:22

منذ 1 year19:22

19:22

How does real, lasting change happen? We think most would agree that New Year's Resolutions are NOT the key to transformation. But what is? In this episode, we share 4 tips for making greater financial freedom possible in the future. The first one might surprise you. The second one might make you cry. The third one is often misunderstood. The fourth one is the most powerful! Take a listen now and then move forward into your future with greater power and confidence to make the change you wish to see in your financial journey! Links mentioned in the episode: June's episode: What I Learned About Money by Becoming a Runner - https://youtu.be/tHS0TOLfvXc Join us at Wealth Wisdom Week in January 2024 and let's make this a year of prosperity and fulfillment: https://wealthwisdomweek.eventbrite.com Watch this episode on YouTube: https://youtu.be/qmAWirW6Kcg…

Wealth Wisdom Financial Podcast

1
Ending the Year Wealthier 15:22

منذ 1 year15:22

15:22

In our latest episode, we share three helpful tips to help you end the year with more wealth. We explain that wealth is not just about money; it includes things like good health, strong relationships, and a positive mindset. It's important to consider our overall health when reflecting over the holidays, and contemplating upon the New Year to come. Additionally, we have an exciting holiday surprise for our listeners! As a special invitation, we encourage our audience to join the Wealth Wisdom Financial Community 2.0. In this community, we provide exclusive tips and tricks that go beyond what we share in our podcast episodes. It's a great opportunity to open up your New Year well! Lastly, we want to wish everyone a very happy holiday season! May your days be filled with joy, laughter, and moments of warmth with your loved ones. First things first, check out the gift Santa left you here: https://www.wealthwisdomfp.com/community Links mentioned in the show: Check out Malik's post at Tapas Movement for her 4 D's to dismantling diet culture https://medium.com/tapas-movement/tis-the-season-830f774065a0 Start the New Year off embracing joy with financial by grabbing your copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop…

Wealth Wisdom Financial Podcast

1
Is it Risky to Pursue Financial Freedom? 24:35

منذ 1 year24:35

24:35

In this week's podcast, we explore the different ways people face risks while trying to achieve financial freedom. We also look at the advantages and disadvantages of taking risks, helping you understand how to make decisions that are right for you. We discuss how feelings like fear and anxiety are inner-guides on your path, whether it's risk-taking, or financial freedom. We also uncover the depth of Helen Keller, and how she took risk out of necessity, in order to live a more fulfilling life. So, whether it's financial choices or personal growth, we explore how facing risks can be an exciting journey toward a brighter and more fulfilling future! Links Mentioned in the Episode: How to Stay Standing by Alli Patterson: https://theallipatterson.com/book/ Get your copy of Five Smooth Stones by Amanda and Brandon Neely here: https://www.wealthwisdomfp.com/shop Find this episode on YouTube: https://youtu.be/iYe3mU0AYHM?si=e1d8D6jR1oP6f1oB…

Wealth Wisdom Financial Podcast

1
Shortcuts to Financial Freedom 21:02

منذ 1 year21:02

21:02

In this latest episode, we dive into the exciting world of Financial Freedom. We explore clever shortcuts that can help people achieve their money goals faster and easier. ChatGPT joins the conversation to share its insights, making the discussion even more interesting. We examine our own thoughts and compare them to ChatGPT's, creating a fun and informative exchange about money matters. During the episode, we don't just talk about financial freedom – we also roll up our sleeves and provide practical exercises. These exercises act like building blocks, helping listeners lay a strong foundation for your journey towards financial freedom. By breaking down complex financial concepts into simple and actionable steps, we make it easy for everyone to understand and apply these principles. The episode becomes not just a conversation, but a hands-on guide to empower people on their path to financial well-being. We hope everyone who catches this episode feels more free financially by the end. Listen now to see if you do! Find Five Smooth Stones at: https://www.wealthwisdomfp.com/shop…

Wealth Wisdom Financial Podcast

1
Chaos Theory and Money 28:03

منذ 1 year28:03

28:03

Chaos is everywhere, especially in the holiday season. C.onfusion H.aphazardness A.nxiety O.verwhelm S.tress Catch this episode to hear our antidote for holiday shopping and gift giving chaos. No, it's not spend less (but you could). Perhaps chaos isn't in your holiday shopping and gift giving. Maybe it's with money. We apply the same antidote - an antidote that's brought so much calm and order to our financial lives! In fact, it's helped us so much we dedicated the time and effort to put it in a book! The book is Five Smooth Stones and it walks you through how to find more calm and order with your finances in 12-weeks! Unlike the conventional cookie-cutter systems, this method brings your best out of you without making you feel like you have to follow the "rules." It's time to customize your path and transform money chaos into your financial still. Order your copy of Five Smooth Stones today at https://www.wealthwisdomfp.com/shop . Tip: Become a VIP and save $5! Details at https://www.wealthwisdomfp.com/shop . Watch this episode on YouTube: https://youtu.be/6S9k8Evtb5A…

Wealth Wisdom Financial Podcast

1
Make Everyday a Black Friday 21:01

منذ 1 year21:01

21:01

If you asked someone in the late 1800s what Black Friday was, they’d point to Friday, September 24, 1869. We reveal why in this episode and how that original Black Friday impacts our stories today! Don’t worry, we’ll also talk about the current definition of Black Friday in both the US and the UK. As we continue our discussion, we highlight alternative ways to enjoy the holiday season without diving into a shopping frenzy. Most importantly, we break down how to “live in the black” with personal and business profit every day of the year. Ready to break out of the conventional traditions of panic? Listen now for wealth wisdom to carry you through the season and beyond! Make sure to check out the links below: www.wealthwisdomfp.com/shop PROFIT FIRST: www.wealthwisdomfp.com/profit Find this episode on YouTube: https://youtu.be/HOL4K_DwcUc?si=PrCC2BE7L-_YAJJm…

Wealth Wisdom Financial Podcast

1
How Flexible Can Whole Life Be? With Marty Smith 52:25

منذ 1 year52:25

52:25

"Whole life is the most common form of permanent insurance. Premiums ... remain the same throughout the policy period." - financial planning textbook Does that mean whole life premiums are inflexible? We asked ChatGPT, "Are whole life premiums flexible?" CHATGPT said: "Yes, whole life insurance premiums can be flexible to some extent, depending on the specific policy and the options chosen by the policyholder." Then, AI gave us 5 ways premiums can be flexible! But just how flexible can whole life insurance premiums be??? Join our conversation with Marty Smith, Regional Vice President at Security Mutual Life of New York to learn more about a life insurance rider that we've found to have surprising flexibility. If you think you need flexibility with your financial future, this episode is for you! LINKS: Amanda's Screenshare: https://youtu.be/VdJw31yvyOw?si=qHAwWubYJYUeyT_4&t=1303 Previous conversation with Marty: https://youtu.be/bo8yWe2JtII Book a Discovery Call here: https://www.wealthwisdomfp.com/call Find this episode on YouTube: https://youtu.be/VdJw31yvyOw?si=j_JJiGRyGDy27TMQ…

Wealth Wisdom Financial Podcast

1
How Much Do I Need For Financial Freedom? 21:31

منذ 1 year21:31

21:31

Do you know your financial freedom number? When will you have enough money to have a comfortable life even if you stop working? How will you know? There's the 4% rule. What about the updated 2.8% rule from Dr. Wade Pfau? One of the biggest fears of retirees is running out of money before they run out of life! We offer a recipe for financial success no matter how long you live. Most people only include 1 or 2 ingredients for financial success. We provide five... Find this episode on YouTube: https://youtu.be/20uiCIZ_nHg?si=uTGTRvYofiz8MurK…

Wealth Wisdom Financial Podcast

1
The Impact of Interest Rate Increases on Debt vs Savings 14:53

منذ 1 year14:53

14:53

It's no secret the Fed has been raising interest rates over the last couple years. What most don't realize is that the impact of those higher interest rates impacts debt as compared to savings. Imagine you want to buy a car. Taking a car loan at a higher interest rate means you'll pay more interest but do you know how much? Saving up to buy a car with cash is another option. How long will that take with higher interest rates on savings accounts? Join us today to explore the difference between higher interest rates on debts vs savings. Can you guess how to have some of the biggest impacts on your financial future? Find out in The Impact of Rising Interest Rates on Debt and Savings. Watch the Episode on YouTube: https://youtu.be/Wz4J7o9En28 Watch Our Live With Mark Willis (mentioned in the episode): https://youtube.com/live/kknOqSmC4Mw Schedule a Call With Us: https://www.wealthwisdomfp.com/call…

Wealth Wisdom Financial Podcast

1
The True Cost of a Home In 2023 17:21

منذ 1 year17:21

17:21

In this week's episode, Amanda and Brandon talk about something really important - how much it costs to buy a home in 2023. They're like detectives, breaking down all the numbers to find out the truth! You see, things have changed a lot since 2019. Back then, homes were cheaper, and it was easier to get a loan to buy one. But now, in 2023, things have gotten more expensive. Amanda and Brandon are here to help us understand why. They dive into the rising housing rates and interest rates. What does that mean? Well, it means that buying a home costs more money. Amanda and Brandon help us figure out how much more. They explain it in simple terms so we can understand. So, if you're curious about the true cost of a home in 2023, be sure to tune in and learn from these experts! Find this episode on Youtube: https://youtu.be/22FLL7GjCdU?si=jHZz--dt6k2IL-XS…

Wealth Wisdom Financial Podcast

1
How Much Do You Need to Feel Wealthy? 19:48

منذ 1 year19:48

19:48

In this week's exciting episode, we dive into the 2023 Charles Schwab Modern Wealth Survey. We chat about a fascinating topic – how much Americans need to feel wealthy. You see, feeling wealthy isn't just about having lots of money; it's about what makes people feel rich and content in their lives. You'll hear us break it down into simple terms, so everyone can understand. During the show, we also explore how different generations, like GenZ, Millenials, and Boomers see wealth. It's pretty cool to learn how these different generations have unique ideas about what it means to be wealthy. And guess what? Being wealthy isn't just about how much money you have in your bank account. It's about your dreams, your goals, and what makes you happy. So, whether you're a Millenial, a Gen X-er,or a Baby Boomer, this episode will give you a fresh perspective on what it means to be truly wealthy in 2023. Charles Schwab Modern Wealth Survey 2023: https://content.schwab.com/web/retail/public/about-schwab/schwab_modern_wealth_survey_2023_findings.pdf Schedule a Call With Us: www.wealthwisdomfp.com/call Find this episoide on YouTube: https://youtu.be/A8jkwOYiKw8?si=LDYqeWer1TOgGGSA…

Wealth Wisdom Financial Podcast

1
Escape Financial Lies and Find Genuine Hope 19:36

منذ 1 year19:36

19:36

In this week's exciting episode, Brandon and Amanda team up to uncover some of the misleading information from the Federal Reserve Bank and spread by Dave Ramsey. They want to help you have real hope based on long term perspective so you can make informed decisions about your money. By debunking common misconceptions, they aim to provide you with accurate financial knowledge. But that's not all! Brandon and Amanda have some fantastic wealth-building strategies up their sleeves. They'll show you how to break free from the cycle of debt and savings that might be holding you back. Instead, they'll guide you on a new journey toward building wealth, where you can take control of your financial future. So, get ready to learn about these powerful methods that can help you achieve your financial goals and live a more secure life. NY Federal Reserve Blog Link: https://libertystreeteconomics.newyorkfed.org/2023/08/credit-card-markets-head-back-to-normal-after-pandemic-pause/ Find this episode on YouTube: https://youtu.be/Q2El4u7FY48?si=wi4hU80wh2Gcba0R…

Wealth Wisdom Financial Podcast

1
Solidarity and Fair Pay For All 24:54

منذ 1 year24:54

24:54

In this week's podcast episode, Amanda and Brandon are talking about something really important called "living wages." They want to help us understand what living wages used to be a long time ago and how they are today. Amanda and Brandon won't just talk about the past; they'll also give us some ideas on how we can make more money in our own lives today. They'll share tips and tricks to help us earn more money and have a better future. So, get ready to listen and learn about historical economic thinking about living wages and how we can make our own wages better in the modern world! Links mentioned in the episode: Join the community and get deeper content about increasing income here: www.wealthwisdomfp.com/community Check out the article we quote by John Bates Clark here: https://www.theatlantic.com/magazine/archive/1913/09/the-minimum-wage/644996/ Find this episode on YouTube: https://youtu.be/1OmR-Z_mv48?si=OpiwDtJNVmcuXK_t…

Wealth Wisdom Financial Podcast

1
Stories From 5 Years of Podcasting 16:52

منذ 1 year16:52

16:52

We are celebrating five years of making podcasts! Look back with us at how their podcasting adventure has changed and grown over time. We share stories about the problems we faced and the cool things we achieved as we work super hard and love what we do. We also share how doing podcasts changed us on a personal level. We show how our own growth connects to the growth of this podcast. We want you to think about something called "The Adjacent Possible." Dr. Stuart Kauffman developed the Adjacent Possible. The concept has powerful insight into personal finance. Do you believe the best is yet to come? Are you ready to believe that "best" might be even better than you can imagine! Listen now!!! Schedule a call: https://www.wealthwisdomfp.com/call Find this episode on YouTube: https://youtu.be/AlW1Ck5qVk4?si=-apjdJjFC6rX8qsO…

Wealth Wisdom Financial Podcast

1
Change Is In the Air 8:34

منذ 1 year8:34

8:34

In this latest podcast episode, we make a significant announcement, revealing that the release date for the podcast is shifting to Wednesdays. This adjustment demonstrates our commitment to providing consistent and valuable content to you. By choosing Wednesdays as the new release day, we are aiming to capture a wider audience base, as mid-week releases can offer listeners an insightful and motivating boost to carry them through the remainder of the week. This change reflects our dedication to enhancing the overall podcast experience and ensuring that our listeners have a reliable source of financial wisdom to look forward to regularly. Furthermore, we get the opportunity to explore an exciting initiative called "Wealth Wisdom Wednesdays," which has the potential to become a cornerstone of our entire circle - podcast listeners, members of the Wealth Wisdom Financial Community, our clients, and everyone. We are creating a holistic platform that not only imparts valuable financial knowledge but also fosters a sense of camaraderie and support among members, making wealth-building an enjoyable and collaborative journey. With these developments, Wealth Wisdom Financial is poised to become an even more enriching and vibrant space for individuals seeking to improve their financial well-being. Make sure you get all the latest updates by visiting: https://www.wealthwisdomfp.com/report . If you're catching this right when it airs, here's the Kickstarter link to make sure you get your rewards before the office is gone for good: http://kck.st/3LfMZ2P . Find this episode on YouTube: https://youtu.be/fSB_DZPuEuA?si=U_GOHsCbd31Espei…

Wealth Wisdom Financial Podcast

1
How To Cultivate Financial Imagination 15:32

منذ 1 year15:32

15:32

In today's episode, Amanda delves into the critical topic of setting one's sights on financial goals. She passionately discusses how having clear financial objectives serves as the cornerstone of a successful financial journey. Amanda underscores the significance of imagination in this process, highlighting how it enables us to envision and subsequently cultivate the path we want our financial lives to follow. Through vivid storytelling and practical examples, Amanda illustrates how harnessing our imaginative faculties can spark innovative ideas and inspire us to take action. This imaginative component, she reveals, is the initial step within her comprehensive five-step method for crafting a personalized financial journey. As Amanda continues her engaging discussion, she elucidates the remaining steps of her method, building upon the foundation of imagination. She offers valuable insights into setting specific and measurable financial targets, creating actionable plans, and monitoring progress along the way. Amanda's emphasis on the importance of setting one's sights on financial goals is not just a mere motivational mantra; it's a strategic approach that empowers individuals to take control of their financial destinies. By instilling the belief that we have the ability to shape our financial futures, Amanda inspires her audience to embark on a transformative journey towards financial stability and success, one imaginative step at a time. Get your copy of Five Smooth Stones and back our Kickstarter today! http://kck.st/3LfMZ2P Watch this podcast on YouTube: https://youtu.be/c8lO7lZWq0w…

Wealth Wisdom Financial Podcast

1
Overcome Limiting Beliefs and Go After Your Dreams 41:33

منذ 1 year41:33

41:33

Back the Money Journal here: http://kck.st/3LfMZ2P Check out Polly's work here: https://www.horacioprinting.com/ In this week's episode, Amanda delves into an inspiring conversation with Polly Payne, the creative force behind Horacio Printing. Together, they explore the profound art of conquering limiting beliefs that can often hold us back from achieving our dreams. Polly shares her own transformative journey and how she overcame her personal hurdles to build a successful business and empower others. Listeners gain valuable insights into the psychology of self-imposed limitations and the practical steps one can take to break free from them. Furthermore, Amanda and Polly provide an exclusive behind-the-scenes look into the development of Amanda's latest project, the Money Journal titled "Five Smooth Stones." This collaboration unveils the creative process, the motivation behind the journal's inception, and the unique features designed to help individuals attain financial empowerment. As they discuss the journal's creation, listeners gain an understanding of how vision and dedication can manifest into tangible tools that guide people toward their financial goals. This episode serves as a powerful reminder that with the right mindset and strategies, anyone can transform their aspirations into a remarkable reality. Watch the full episode on our YouTube Channel: https://www.youtube.com/watch?v=LD0pqtFrsgU…

Wealth Wisdom Financial Podcast

1
Facing Money Giants 15:06

منذ 1 year15:06

15:06

This week, Amanda delves into a captivating discussion that draws striking parallels between the ancient tale of David and Goliath and their relevance in today's modern world. She skillfully weaves together the timeless narrative of this classic story with contemporary issues, shedding light on their unexpected connections. Through her exploration, Amanda masterfully demonstrates how the enduring themes from this legendary account continue to resonate in our daily lives, offering valuable insights and lessons. This intriguing analysis serves as the cornerstone for Amanda's highly anticipated project, the Money Journal, titled "Five Smooth Stones." In this forthcoming journal, Amanda will further elaborate on the application of these enduring methods and principles to manage finances effectively. By bridging the gap between ancient wisdom and present-day financial challenges, Amanda's work promises to empower individuals with the tools they need to navigate the complexities of money management. Be sure to tune in and embark on this enlightening journey with Amanda as she uncovers the hidden treasures within these timeless tales. LINK TO OUR MONEY JOURNAL: https://www.wealthwisdomfp.com/shop https://www.kickstarter.com/projects/amandaneely/five-smooth-stones-a-financial-centering-journal LINK TO OUR YOUTUBE PODCAST: https://youtu.be/ZwTTo8-llGQ…

Wealth Wisdom Financial Podcast

1
What Do You Do First with Money (Big Announcement Inside) 18:37

منذ 2 years18:37

18:37

In this week's episode, Amanda delves into the intriguing topic of what individuals typically do when they receive their hard-earned money. She provides valuable insights into the fascinating journey our finances embark on once that paycheck or windfall lands in our accounts. Amanda goes a step further, shedding light on the profound connection between our financial choices and our underlying values, emphasizing that where we allocate our money is a direct reflection of what truly matters to us. Moreover, Amanda thoughtfully explores the dichotomy between being controlled by money and achieving financial freedom. She articulates the significance of breaking free from the shackles of financial constraints and finding a path towards empowerment in managing one's finances. As the episode draws to a close, Amanda captivates her audience with an exciting revelation: the launch of her highly anticipated money journal. She leaves no detail unturned as she paints a vivid picture of where listeners can access this invaluable resource and when they can expect its release, leaving her audience eagerly anticipating the next chapter in their financial journey. Link to our YouTube: https://youtu.be/IKJJM8MHxGo Become a backer by simply pledging on launch day! In exchange you will get one of our first edition money book/journals. The early bird rewards will be amazing so set your alarm! Join the VIP list and get in line for the "door busters" at this link https://zfrmz.com/lS5xFoWAlIwoFsal2idE…

Wealth Wisdom Financial Podcast

1
Using Leverage Wisely in a Real Estate Market Shift 22:09

منذ 2 years22:09

22:09

In the latest episode of this week's engaging podcast, Amanda delves into the intricacies of utilizing leverage judiciously within the context of a dynamic real estate market shift. With her insightful analysis, she sheds light on the profound impacts of swift interest rate hikes on the intricate tapestry of the real estate landscape. By delving into these effects, listeners gain a deeper understanding of the multifaceted implications that reverberate across the market. As Amanda articulates, one of the prominent repercussions stemming from rapid interest rate escalation is the dwindling housing affordability. Escalating rates translate to higher mortgage costs, rendering homeownership a more elusive dream for many aspiring buyers. This, in turn, exerts a dampening effect on the demand for homes, leading to the subsequent deceleration of home sales. Concurrently, the discussion explores the phenomenon of price corrections, where the exuberance of the market encounters a reality check, prompting a potential reevaluation of property valuations in response to altered financing dynamics. Not to leave you with only warnings, Amanda also shares ways to use other people's money wisely so that real estate investors don't end up overleveraged and filing bankruptcy. Listen now to make the next market shift an opportunity rather than a nightmare! Link to our Youtube: https://youtu.be/pAvKvreji5A Links mentioned in the episode: - Join the Wealth Wisdom Financial Community to get more detailed about debt-to-equity and liquidity ratios: https://wealthwisdom.mn.co/ - Get early access to our September project here: https://bit.ly/WWFPVIP…

Wealth Wisdom Financial Podcast

1
Strategy to Create Generational Wealth Through Real Estate is in Danger 17:00

منذ 2 years17:00

17:00

In the latest episode, Brandon and Amanda delve into a captivating discussion centered around the multifaceted strategies for crafting generational wealth through the realm of real estate. With a wealth of insights at their fingertips, they unravel the intricate tapestry of tactics that individuals can employ to establish a lasting legacy of financial prosperity. From astute property investments to the art of property flipping and rental income streams, the hosts articulate a comprehensive panorama of opportunities that empower listeners to navigate the dynamic landscape of real estate with acumen and foresight. However, as the conversation unfolds, a note of caution emerges, emphasizing the vulnerability of this potential wealth reservoir. Brandon and Amanda thoughtfully expound on the inherent risks that can undermine the realization of generational wealth, including market fluctuations, regulatory changes, and unforeseen economic downturns. Their dialogue underscores the necessity of informed decision-making, ongoing education, and adaptive strategies to safeguard the foundation of prosperity that real estate endeavors can lay. Moreover, the hosts take a thought-provoking detour into the realm of taxation, shedding light on the common tax advantages that echo within real estate circles. They decode the intricate web of tax deductions, credits, and strategies that real estate investors can leverage to optimize their financial outcomes and fortify the viability of their generational wealth aspirations. In this latest episode, Brandon and Amanda seamlessly blend visionary insights with pragmatic guidance, leaving their audience both inspired and equipped to navigate the intricate path toward building and preserving wealth through real estate. Link to our YouTube: https://youtu.be/64QbBo0EJzw…

Wealth Wisdom Financial Podcast

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Real Estate Investors: Managing Equity with Matt Shanlian 40:00

منذ 2 years40:00

40:00

Step into the world of real estate and mortgages as Amanda and Brandon extend a warm invitation to their latest guest on the show, Matt Shanlian, the Vice President of Cross Country Mortgage. In this enlightening episode, listeners are in for a treat as they delve into the intricacies of the real estate market and the art of securing mortgages. With an engaging narrative, Amanda and Brandon recount their personal experiences of collaborating with Matt and his proficient team. From navigating the labyrinth of paperwork to finding the perfect mortgage, Matt's expertise proved instrumental in shaping Amanda and Brandon's real estate ventures. Matt's wealth of knowledge and invaluable guidance shine through as he unravels the mystique behind his successful career in the mortgage industry. His profound insights not only shed light on the dynamic landscape of real estate but also underscore the significance of establishing strong partnerships in achieving one's property aspirations. As the episode unfolds, listeners are encouraged to embark on their own journeys, armed with newfound understanding and the assurance that Matt and his team are poised to guide them every step of the way. Whether it's the dream of owning a cozy suburban home or venturing into lucrative investment properties, Amanda and Brandon's conversation with Matt Shanlian unveils a realm of possibilities, leaving audiences inspired and empowered to forge ahead in their own real estate endeavors. Contact Matt: matthew.shanlian@ccm.com (866) 888 - 7902 Link to our YouTube: https://youtu.be/3IuO7PnHPE8…

Wealth Wisdom Financial Podcast

1
Why We Love Real Estate Investors 12:42

منذ 2 years12:42

12:42

Join Amanda and Brandon this week as they delve deeper into their passion for real estate investors and the many reasons why they love this field. Real estate offers a unique opportunity to diversify one's investment portfolio, providing a tangible and potentially lucrative alternative to traditional stocks and bonds. By having a mix of assets, investors can mitigate risks and capitalize on various market conditions. In their discussion, they also emphasize the significant tax advantages available to real estate investors. Amanda and Brandon discuss how networking and collaboration with like-minded individuals can lead to valuable insights, partnerships, and deal opportunities. The sense of camaraderie and support in this community sets it apart and makes the journey of real estate investing even more rewarding and enjoyable. Don't forget to schedule a call with us for more information! https://www.wealthwisdomfp.com/call Link to our YouTube: https://youtu.be/j0lix-f_Gs8…

Wealth Wisdom Financial Podcast

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When Is the Best Time to Start Bank On Yourself®? 16:19

منذ 2 years16:19

16:19

Here's the copy/paste text we promise in the episode: Hey friend, My apologies that I’ve never let you in on a financial concept that too many people never hear about. Here’s your chance to learn more: https://www.bankonyourself.com/findoutmorenow?wp_src=AN79 or just have them Schedule a Call With Us here: https://www.wealthwisdomfp.com/call In their insightful conversation this week, Amanda and Brandon delve into the topic of when the ideal moment is to embark on the Bank On Yourself® journey. With remarkable clarity, they dissect and analyze various stages of life, demonstrating that regardless of one's circumstances, there could be strategies to suit individual needs. Whether just starting out in the working world, raising a family, or planning for retirement, the duo emphasizes that Bank On Yourself® is a versatile and adaptable financial strategy that could accommodate all walks of life. Throughout their discussion, Amanda and Brandon underscore the significance of this innovative approach to financial planning, which revolves around a properly-designed whole life insurance policy. They dispel the notion that Bank On Yourself® is exclusively reserved for certain demographics or age groups, showcasing how anyone, irrespective of their current life stage, could harness the power of this method. With unwavering conviction, Amanda and Brandon convey the importance of exploring this path early on in life to reap the maximum benefits of financial security and growth, but they also stress that it is never too late to commence the journey towards a more stable and prosperous future. Link to our YouTube: https://youtu.be/pOcG8SPkh64…

Wealth Wisdom Financial Podcast

1
Who Offers Bank On Yourself®? 23:34

منذ 2 years23:34

23:34

Whether you want your car to run better, you want to be in better health, or you want to improve your money journey, working with a solid professional is crucial. The wrong pro could cost you lots of money and might even do more harm than good. For those who explore Bank On Yourself®, it's essential to work with a reputable and knowledgeable financial professional who can guide you through the process and help you make informed decisions. As the financial landscape can change over time, it's advisable to seek up-to-date information and consult with pros who are well-versed in the current financial products and services available. Discover how to tell you're working with a true professional AND more about the life insurance companies who work best with the Bank On Yourself concept. Amanda reveals the details in a fun way in today's episode. Listen now! If you'd prefer to watch, this episode is also available on YouTube: https://youtu.be/IYFzaeT46WI Mark's Episode: https://nyafinancialpodcast.com/episode-235-top-10-episodes-why-work-with-a-bank-on-yourself-professional-ep-159/ Free Report: https://www.bankonyourself.com/findoutmorenow?wp_src=AN79 Schedule a Call With Us: https://www.wealthwisdomfp.com/cal Link to our YouTube: https://youtu.be/IYFzaeT46WI…

Wealth Wisdom Financial Podcast

1
Who Uses Bank On Yourself®? 22:01

منذ 2 years22:01

22:01

Bank On Yourself® is a financial strategy utilized by individuals who seek to take control of their finances and build long-term wealth. It is popular among individuals who value financial security and want to break free from the constraints of traditional banking and investing methods. Those who use Bank On Yourself® often prioritize financial stability, independence, and the ability to plan for their future with confidence. Typically, Bank On Yourself® is embraced by individuals from various walks of life, including professionals, entrepreneurs, and families. Business owners and self-employed individuals often appreciate the flexibility and control offered by this strategy, as it allows them to accumulate cash value that can be accessed for business needs or emergencies. Families, on the other hand, find Bank On Yourself® appealing for its ability to provide a secure financial foundation and a reliable means of funding major life events such as education expenses, home purchases, or retirement. Top 5 characteristics we believe most Bank On Yourself Revolutionaries have: Personal responsibility Care for family and community Enjoy saving money Value flexibility Prefer certainty Check out the episode from October 2020 "Buy term invest the difference" the origin story: https://youtu.be/Tb_6sG9usHM Free Report: https://www.bankonyourself.com/findoutmorenow?wp_src=AN79 Schedule a Call With Us: https://www.wealthwisdomfp.com/call Link to our YouTube: https://youtu.be/s5DLAWKKNwk…

Wealth Wisdom Financial Podcast

1
What Is Bank On Yourself®? 16:26

منذ 2 years16:26

16:26

In this episode, Brandon and Amanda delve into what is Bank On Yourself® and how it has impacted their lives. You may have heard the benefits: (1) Bank On Yourself is a financial strategy that aims to empower individuals by providing them with a secure and predictable way to grow their wealth. Through this approach, individuals essentially become their own bankers, utilizing specially designed whole life insurance policies as a means of building a solid financial foundation. (2) By adopting the Bank On Yourself strategy, individuals can enjoy a range of advantages. They have the opportunity to achieve financial independence and freedom, as well as gain control over their finances. This strategy allows individuals to grow their wealth consistently over time, even during market downturns, by taking advantage of the policy's cash value growth. (3) Moreover, Bank On Yourself provides individuals with access to funds for various purposes, such as education, purchasing a home, or starting a business, through policy loans. Join Brandon and Amanda as they share some of the often unsung benefits of Bank On Yourself that extend way beyond what actually happens in the properly-designed policy! What Is Bank On Yourself®?: https://www.bankonyourself.com/what-is-bank-on-yourself Free Report: https://www.bankonyourself.com/findoutmorenow?wp_src=AN79 Schedule a Call With Us: https://www.wealthwisdomfp.com/call Find us on YouTube: https://youtu.be/tI-GMOVOpQE…

Wealth Wisdom Financial Podcast

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How Does Bank On Yourself® Fit with Financial Planning 23:19

منذ 2 years23:19

23:19

You might know Amanda as a Bank On Yourself® Professional. Did you know Amanda is also a CERTIFIED FINANCIAL PLANNER™ professional??? Combining the roles of a Bank On Yourself® Professional and the knowledge she has as CERTIFIED FINANCIAL PLANNER™ professional, offers Amanda a powerful synergy in the financial world. It not only equips her with the expertise to implement the Bank On Yourself® strategy for wealth-building, but also empowers her to guide clients through the comprehensive financial planning process, encompassing goal definition, plan development, and personalized strategies. Join Amanda this week as she unravels the interconnectedness of these roles, shedding light on the art of financial planning and the unique qualities that make CERTIFIED FINANCIAL PLANNER™ professionals and Bank On Yourself® Professionals stand out among their peers. Schedule a call with Amanda here: wealthwisdomfp.com/call Find us on YouTube: https://youtu.be/tmOfse3bx9o…

Wealth Wisdom Financial Podcast

1
If You Haven't Done These 5 Things You Don't Have a Financial Plan 16:49

منذ 2 years16:49

16:49

Welcome to this week's podcast episode where we delve into the world of financial planning and explore Amanda's expert tips and tricks for effectively shaping your financial future. Gone are the days of haphazardly throwing your finances at the wall and hoping for the best. With Amanda's guidance, you'll discover actionable strategies to bring your finances onto the plate, paving the way for a more secure and prosperous future. Get ready to take control of your financial destiny! After listening make to schedule a call with Amanda: wealthwisdomfp.com/call Find us on YouTube: https://youtu.be/AHazUJR-fxY…

Wealth Wisdom Financial Podcast

1
What Personal Finance and Cooking Have In Common 13:50

منذ 2 years13:50

13:50

In this episode, we delve into the unexpected connections between finance and cooking, unraveling the fascinating parallels between these seemingly unrelated domains. Fasten your seat-belts as we uncover the secrets behind spicing up your financial skills. Much like a seasoned chef expertly orchestrates ingredients, we extend a warm invitation for you to craft a carefully curated portfolio that not only satisfies your financial appetite but also tantalizes your taste buds. Ready to collaboratively engage with money? Click to get Amanda's signature financial recipe: https://www.wealthwisdomfp.com/community Find us on YouTube: https://youtu.be/SFJT5fjHd0k…

Wealth Wisdom Financial Podcast

1
What I Learned About Money by Becoming a Runner 21:48

منذ 2 years21:48

21:48

You know the runner's high? What if you could have the same with money? What if you could end a bookkeeping session with a cascade of feel-good chemicals, including endorphins, dopamine, and serotonin? Join us in this episode where Amanda spills the beans on 5 insights she learned about becoming a successful runner that might help you build wealth well. Wealth building is a marathon. Amanda's tips are all about building endurance for your journey. Do you get in the state of flow when you're budgeting? Don't miss Amanda's easy tip to enjoy engaging with finances. Links Mentioned in the Episode Don't forget to grab your copy of the game-changing STILL Method Playbook here: https://www.wealthwisdomfp.com/still Check out the running app that keeps Amanda on track: https://www.jeffgalloway.com/ Find us on YouTube: https://youtu.be/tHS0TOLfvXc…

Wealth Wisdom Financial Podcast

1
How to Make a Variable Income Feel Like a Regular Paycheck 18:22

منذ 2 years18:22

18:22

Ready to escape the rollercoaster of variable income? We've lived with a variable income since 2011. Find out how we learned to reduce the anxiety an unpredictable income can produce in 2016 and then how we upgraded it again in 2019. Seriously, we hope what we share saves you the years of stress we endured due to income going up and down. Imagine a future free from the constant worry of fluctuating income. What if all it took was a simple formula and a check-in every 6 months? Listen now to discover our proven income stability formula. Tune in and determine if and how this might help you gain more control over your own income! Links mentioned in the episode: Implement Profit First in 12 Easy Steps at https://www.wealthwisdomfp.com/profit Watch Wendy Suzuki's TED Talks here: https://www.ted.com/speakers/wendy_suzuki and check out her book here: https://www.wendysuzuki.com/good-anxiety Find us on YouTube: https://youtu.be/iKA_UazX6S0…

Wealth Wisdom Financial Podcast

1
How To Prepare Your Money for a Big Deal 12:25

منذ 2 years12:25

12:25

How you prepare your money for your next big deal could help you make more money on that deal or save money that would've gone to others. Don't leave money on the table! Seize the opportunity to keep more of your hard earned cash. In today's podcast episode, Amanda shares 3 strategies to prepare financially for that next game-changing deal and 1 financial tool we personally use to cover all 3. It's all inspired by a triumphant deal we did last year where we needed to come up with $200,000 in 90 days in order to make or save 3 times that amount by doing the deal. Listen in for the juicy details and start imagining how you can implement our techniques and see your own endeavors flourish. Then let us know you big takeaway for how you'll better prepare for the next deal that comes your way. Comment over on YouTube here: https://youtu.be/PuAQv05RxmA Finally, learn more and confirm if Bank On Yourself is right for you and your next deal in an quick 15-minute Discovery Call available at https://www.wealthwisdomfp.com/call . It's time to seize control of your financial destiny and ensure your next deal is a resounding success. Find us on YouTube: https://youtu.be/PuAQv05RxmA…

Wealth Wisdom Financial Podcast

1
The Most Useful Deal Breaking Skills to Gain 14:05

منذ 2 years14:05

14:05

Sometimes it's the deals you don't make that make all the difference in the world. Today, we have 5 skills to get better at deal making and knowing when to stay in the deal and more importantly sometimes when to walk away from the negotiations. Listen to the full song for a great lesson about walking away with Johnny Cash: https://youtu.be/7hx4gdlfamo ▶︎▶︎▶︎ Check out Curb the Chaos: A 5-Day Financial Centering Journey for FREE here: https://wealthwisdom.mn.co/share/JaEmG-buxF-d-DUG?utm_source=manual Find us on YouTube: https://youtu.be/WUap5g8h1u0…

Wealth Wisdom Financial Podcast

1
The Golden Rule of Deal Making 18:00

منذ 2 years18:00

18:00

Join us in this thought-provoking and informative episode as we delve into the timeless concept of the Golden Rule. Is it still relevant in today's fast-paced and ever-changing world? Or does it require a re-thinking to adapt to modern times? In addition to exploring the Golden Rule's broader implications, we'll take a closer look at its application in the world of finance and business. What is the Golden Rule of money, and how can it help you make more profitable deals? But that's not all! We share practical tips and strategies to help you prepare for your next deal, even before you know what it is. Whether you're an experienced entrepreneur or just starting out, this episode is sure to provide valuable insights and actionable advice to help you succeed in today's competitive marketplace. So join us for this exciting episode and discover how the Golden Rule can be a powerful tool in your quest for financial success! If you're ready to take your deals to the next level, don't wait any longer. Schedule a Discovery Call with us today to learn more about how we can help you apply the Golden Rule of money and prepare for your next profitable deal. Our team of experts is standing by to answer your questions and provide personalized guidance to help you achieve your goals. So take the first step towards success and schedule your Discovery Call now. We can't wait to hear from you! Here's the link: https://www.wealthwisdomfp.com/call ! Find us on YouTube: https://youtu.be/hcH_AL8M9Xw…

Wealth Wisdom Financial Podcast

1
Intro to Deal Making 20:40

منذ 2 years20:40

20:40

Even our 4 year old is trying to master deal making when it comes to how much of his dinner he needs to finish. Deal making is critical throughout life but especially in business and real estate. Listen to this episode to learn 2 key ingredients to help make sure your next deal doesn't turn sour. We share why deal making is important. Then, we give the mic over to Chris Prefontaine a master deal maker to join in learning from a wise and successful negotiator. Be sure to check out these links for more to get unstuck & master your next deal: ▶︎ Watch the full interview here: https://youtu.be/ZIp3oj0K7JI ▶︎ Get the books here: http://wickedsmartbooks.com/wisdom/ ▶︎ Get unfrozen and take a step on your financial journey: https://www.wealthwisdomfp.com/call Find us on YouTube: https://youtu.be/d3b_RiYC7_k…

Wealth Wisdom Financial Podcast

1
How to Find a Quality Career 8:51

منذ 2 years8:51

8:51

Comment on the YouTube version here: https://youtu.be/7nSOXjxv7ds Ever hear the parable of the 3 bricklayers? The story goes like this: Three bricklayers were working on a construction site. A passerby asked each one of them what they were doing. The first bricklayer replied, "I am laying bricks." The second bricklayer said, "I am building a church." The third bricklayer, with a big smile on his face, said, "I am building a house for God." The story demonstrates how each of the bricklayers saw their work differently. The first bricklayer saw it as a job, the second saw it as a career, while the third saw it as a calling - a meaningful contribution to something greater than himself. We might not be able to help you find your calling. We do have some unconventional tips for finding a quality career. Don't forget to ask lots of questions before moving from one company to another. Pro Tip: Wealth Wisdom Financial is hiring for those interested in a career in the financial services industry. Apply at https://www.wealthwisdomfp.com/careers . Find us on YouTube: https://youtu.be/7nSOXjxv7ds…

Wealth Wisdom Financial Podcast

1
Our Top Guidelines for Hiring 10:01

منذ 2 years10:01

10:01

Are you tired of hiring the wrong person for the job? Tired of having to switch jobs because what you thought was the perfect fit ... wasn't? In this episode of the Wealth Wisdom Financial Podcast, we share our top guidelines for hiring. Whether you're a business owner looking to hire or a job seeker hoping to land the perfect position, you won't want to miss this. We discuss auditioning rather than interviewing, creating a culture of personal development, and being clear on who you will not work well with. So, let's get started and discover how to hire the perfect person for your company. Pay it forward and share this episode with anyone you know who's hiring ... your choice if you want to share it with someone who hired you when they shouldn't have! Links mentioned in the episode: We're hiring! Find out more here: https://www.wealthwisdomfp.com/careers Join the community to gain access to the discussions around hiring this coming week! https://www.wealthwisdomfp.com/community Prefer YouTube? Watch this episode here: https://youtu.be/Zc9RY3WSjgk…

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