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2 episodes with bank on yourself professional
2 episodes with bank on yourself professional
2 episodes with bank on yourself professional
2 episodes with bank on yourself professional
2 episodes with bank on yourself professional
Brandon Neely, a serial entrepreneur and financial expert, was a guest on the I Am Refocused Radio podcast. The podcast, hosted by Shemaiah Reed, explores stories of transformation, truth, and hope, guiding listeners through conversations that focus on living a life of purpose ¹.Brandon Neely's episode likely covered topics such as:Profit First and Business Finance: As a certified Profit First professional, Brandon shared insights on implementing the Profit First system and strategies for maximizing business profitability.Income Maximization Strategies: He discussed techniques for boosting business income, including pricing optimization, cash flow management, and tax planning.Personal Finance and Wealth: Brandon offered advice on personal financial planning, wealth growth, and the Infinite Banking/Bank On Yourself framework.Entrepreneurial Lessons: He shared experiences from his own entrepreneurial journey, including founding and managing Overflow Coffee Bar, and lessons learned from successes and failures.Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda.He and Amanda founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. They learned a lot of what to do and NOT to do through that experience. They have since sold that business. Now, as financial allies, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and profitability strategies for businesses. They continue to help clients implement the Profit First system as well as How to Use Infinite Banking/Bank On Yourself framework to grow their businesses and future.https://www.wealthwisdomfp.com/reportBecome a supporter of this podcast: https://www.spreaker.com/podcast/i-am-refocused-radio--2671113/support.
Brandon Neely's passion is building wealth wisdom. A serial entrepreneur, Profit First and Bank On Yourself Professional, he co-hosts the Wealth Wisdom Financial Podcast with his wife, Amanda. Together, they founded Overflow Coffee Bar, L3C, managing it from 2008 to 2018, learning invaluable lessons. Now, they share their experiential knowledge through podcasting and personalized financial strategies for individuals and businesses. They specialize in the Profit First system and the Infinite Banking/Bank On Yourself framework. In 2023, Brandon and his wife published a luxury money journal called Five Smooth Stones. Listen & Subscribe on: iTunes / Stitcher / Podbean / Overcast / Spotify Contact Info Website: www.WealthWisdomfp.com Most Influential Person My wife Effect On Emotions I remember being in our coffee shop. I had a staff member that was never showing up for work. Their Grandma died, like a hundred times. Also the till would be off by about 50 bucks whenever she would be working. I was drinking half cups of coffee all day long and felt like this place was killing me. I felt like I needed to slow down. I went to the hospital and they said I had anxiety and high blood pressure. They said I needed to stop drinking coffee and slow down. I said I can't do that. That was an indicator to me that my body was saying, something's up. I got rid of that staff person and then my blood pressure went back to normal. It was being self-aware that helped me. I realized that I need to go exercise more and be out in nature more. That was a big turning point for me. Thoughts On Breathing My wife is always telling me to take a deep breath and to do the inhale-exhale thing. I do take walks every morning and try to get my 10,000 steps everyday. In a business sometimes I feel like we can go too fast and we just need to stop and breathe it in. Suggested Resources Book: Becoming Your Own Banker by R. Nelson Nash Book: Mindset: The New Psychology of Success by Carol Dweck App: You Need A Budget App: Library App
Finances are not the sexiest thing to talk about when it comes to our businesses, but it IS essential to have a handle on your numbers. Brandon Neely, a finance expert and serial small business owner has the insight and tools that can help you pin down your financial goals and set you up for success. This week, episode 158 of Listeners to Leads is about financial planning for podcasters! Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda. He and Amanda founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. They learned a lot of what to do and NOT to do through that experience. Now, as financial allies, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and profitability strategies for businesses.In this episode of Listeners to Leads, Brandon Neely is sharing the importance of knowing your numbers and paying yourself a living wage and actionable steps you can take right now to realize your financial goals and take actions towards them. Brandon and I also chat about the following: Running a business and co-hosting a podcast with your spouse.The Neely's journey from coffee shop owners to running a financial agency.Financial ‘gurus' still teaching financial advice that no longer works in 2024.The STILL method of setting financial goals and tracking progress.To get yourself a copy of Five Smooth Stones: A Financial Centering Journal, head over to the Wealth Wisdom Financial shop! Be sure to tune in to all the episodes to receive tons of practical tips on turning your podcast listeners into leads and to hear even more about the points outlined above. Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me! And don't forget to follow, rate and review the podcast and tell me your key takeaways!Learn more about Listeners to Leads at www.listenerstoleads.comCONNECT WITH BRANDON NEELY:YouTubeLinkedInWealth Wisdom Financial podcastWealth Wisdom Financial websiteCONNECT WITH ALESIA GALATI:InstagramLinkedInWork with Galati Media!
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
“There are a lot of boys who are older, and there are a lot of men who are young.”~ Brandon NeelyGuest Bio: Brandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.SHOW NOTES: WEBSITE: https://www.wealthwisdomfp.com/PODCAST: https://podcasts.apple.com/us/podcast/wealth-wisdom-financial-podcast/id1430092759INSTAGRAM: https://www.instagram.com/wealthwisdomfp/MARK WILLIS EPISODE: Banking on Yourself, Uninterrupted Compound Growth, & Kickstarting Your Financial Future REMARKABLE LISTENER SPECIAL OFFER(S):N/A CORE THEMES, KEYWORDS, & MENTIONS:Showing up, being disciplined, wisdom, born unhealthy, Marine Corp, boy in the bubble, bubble baby, child abuse, unforgiveness, Marines, boys, men, becoming a man, music, Christianity, Bible, Christian, coffee shop, life insurance, entrepreneurship, miscarriage, teams, team work, balance, invest, savings, cash flow management specialist, five smooth stones, story brand, chaos, confusion, haphazard, anxiety, overwhelming, stressful, still method, financial freedom number For more Remarkable Episodes, Inspiration, and Motivation, please visit https://davidpasqualone.com/remarkable-people-podcast/. Enjoy!Support the showWant Even More?
Business owners, let's cut to the chase: You NEED to pay yourself. You DESERVE to pay yourself. And if you haven't quite figured out how or just need some additional encouragement, this episode should not be missed. We sat down with serial entrepreneur Brandon Neely to discuss his journey from starting a coffee shop in South Chicago to becoming a small business advisor. He recognized that, even though he was doing something he loved (running a coffee shop), everyone else was getting paid for it. He knew something had to give. That's when they pivoted. Today, Brandon is a Profit First and Bank On Yourself Professional and the co-host of the Wealth Wisdom Financial Podcast with his wife and business partner Amanda. Together, they help develop personalized financial strategies for businesses and help implement the Profit First system. In addition to the Profit First system, we cover the importance of self-care and running a lean, profitable business, the concept of a poverty mindset versus a balanced mindset in finances, and balancing ego-driven desires with financial discipline. Brandon also gives us a look at how he uses life insurance policies to his advantage and how it ties in with the Banking Yourself strategy. If you're still figuring out how to pay yourself or wonder if you could be doing a better job at it, don't miss this convo with Brandon Neely. Episode Highlights: The Profit First system explained Why you should bank on yourself The STILL Method What is a “properly structured” life insurance policy? The three things every business owner needs to have Acknowledging if you have a business or a hobby Favorite Quote: “Is this a hobby or is it a business? Because if it's a hobby, treat it like a hobby and be OK with not getting paid.” Connect with Brandon: https://grandmaswealthwisdom.com https://www.facebook.com/brandonneely.bizactivist https://www.instagram.com/wealthwisdomfp/ https://www.linkedin.com/in/brandon-neely/ https://www.youtube.com/c/wealthwisdomfinancial Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.
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
Serial Entrepreneur, Profit First and Bank On Yourself Professional, and the Co-Host of Wealth Wisdom Financial Podcast - Brandon Neely helps viewers understand the difference between a cash-flowing asset from money out of your own-pocket liability.BRANDON NEELY'S SOCIALS:WEBSITE: https://www.wealthwisdomfp.com/ FACEBOOK: https://www.facebook.com/brandonneely.bizactivist INSTAGRAM: https://www.instagram.com/wealthwisdomfp/ PODCAST: https://www.youtube.com/c/wealthwisdomfinancialThe Investor Friendly Real Estate AgentWelcome to the Investor Friendly Real Estate Agent Podcast where we look at real...Listen on: Apple Podcasts Spotify We're interested in buying your apartment building from you! Our highly skilled team is here to assist you during the hassle-free process.Contact Us Now!EMAIL: team@premierridgecapital.comWEBSITE: https://www.premierridgecapital.com/Support the show
We talk a lot about the future of our work and finances as a way to more freedom, but there's something that needs to come before that. Building a solid foundation where you are today is the first step toward financial freedom. People often put off their actions until they reach a specific goal, but there's power and agency in starting where you are. This Tech Intersect™ Podcast episode is about building a solid foundation for your wealth and assets! POWERED BY ADVANTAGE EVANS™ ACADEMY Register now for this free opportunity to embrace the new digital economy and future of wealth, and do so safely, legally and confidently. Register now at https://advantageevans.com/masterclass. Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda. He and Amanda founded and managed Overflow Coffee Bar, L3C, from 2008 through 2018. They learned a lot of what to do and NOT to do through that experience. They have since sold that business. Now, as financial allies, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and profitability strategies for businesses. They continue to help clients implement the Profit First system as well as How to Use Infinite Banking/Bank On Yourself framework to grow their businesses and future.Brandon Neely and I discuss:Steps we can take to create a smarter, more stable financial future.Some best practices to cultivate a wealth wisdom mindset.The importance of setting foundational assets that can be used to build your wealth.Common pitfalls and mindset setbacks that keep people from the life they want.Balancing your perspective and your portfolio of freedom options.Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me! And don't forget to follow, rate, and review the podcast and tell me your key takeaways!CONNECT WITH BRANDON NEELY:LinkedInYouTubeWebsiteCONNECT WITH TONYA EVANS:Questions and requests: hello@techintersectpodcast.com Follow: Twitter @AtTechIntersect | Instagram @TechIntersect Web: Tech Intersect Podcast Connect for exclusive content: https://advantageevans.activehosted.com/f/6 Produced by Galati Media, LLC.Regulate & The Rabbit Hole by Notty Prod licensed via Creative Commons Attribution-NoDerivatives 4.0 International License. Produced by Tonya M. Evans for Advantage Evans, LLC
Brandon Neely joins the podcast discuss to discuss his home ownership and small business journey. We talk about the difficulties of getting a loan and Brandons many businesses adventures.Brandon Neely is an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.Check out wealthwisdomfp.com/still - a FREE resource to help you take charge of your business finances!Website: https://www.wealthwisdomfp.com/Youtube: https://www.youtube.com/c/wealthwisdomfinancial Instagram: https://www.instagram.com/wealthwisdomfp/Facebook: https://www.facebook.com/WealthWisdomFinancialLinkedIn: https://www.linkedin.com/company/wealth-wisdom-financial/
In this episode, Brandon Neely introduces you to the infinite banking concept – a powerful way to grow wealth using insurance products and strategies. If you're looking for a more innovative way to save and invest your money, this episode is for you! About Our Guest Brandon Neely is an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife, Amanda Neely. They founded and managed Overflow Coffee Bar, L3C, from 2008 through 2018. Now, they share their experiential knowledge through podcasting, developing personalized financial strategies for individuals and couples and profitability strategies for businesses. Connect with Brandon Instagram - @wealthwisdomfp Facebook - Wealth Wisdom Financial Key Takeaways Brandon Neely discussed infinite banking, a high cash value, whole life insurance policy that pays dividends and can be used to build a line of credit. It is not an investment but a savings vehicle; the critical indicator is finding someone specializing in it. One can access capital with it at a low-interest rate to pay off high-interest debt, cover emergency expenses and taxes, or purchase an asset without going to a bank. Monthly payments are subject to your budget, and if you cannot afford them, options include reducing payment or lowering policy premiums.
In this episode, we ask: Why do you do what you do? What gets you out of bed in the morning? Why do they practice Bank on Yourself®? How did Marvin Bulas get involved? What happened with Marvin's grandparents? Is long term care the number one cause of bankruptcy? How did Brandon and Amanda Neely...
Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda. He and Amanda founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. They learned a lot of what to do and NOT to do through that experience. They have since sold that business. Now, as financial allies, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and profitability strategies for businesses. They continue to help clients implement the Profit First system as well as How to Use Infinite Banking/Bank On Yourself framework to grow their businesses and future. For more information, visit https://www.wealthwisdomfp.com/report.
Brandon Neely is an entrepreneur, Profit First, and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. Key Takeaways The expectations that business owners have when starting a new business vs realityBrandon takes us back to his experiencing starting and owning a brick-and-mortar coffee shopHow Brandon handled his financial challenges when he was starting his businessThe epiphany that led Brandon into making major changes in his personal life and business Life-changing business principles that can help you manage your business better; Bank on yourself, Profit first, and infinite banking Connect with Brandon Website - https://www.wealthwisdomfp.com/ LinkedIn - https://www.linkedin.com/in/brandon-neely/ Podcast - https://podcasts.apple.com/us/podcast/wealth-wisdom-financial-podcast/id1430092759 YouTube - https://www.youtube.com/c/wealthwisdomfinancial Instagram - https://www.instagram.com/wealthwisdomfp/ Twitter - https://twitter.com/WealthWisdomFP
Brandon Neely, is an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experience and knowledge through podcasting and through developing personalized financial strategies for individuals and couples, and Businesses. on How to Use Infinite Banking/Bank On Yourself to scale your business. Brandon Neely's website: https://grandmaswealthwisdom.com/ For top tips and more resources pls go here for show notes: https://successgrid.net/sg118/ “If you love this show, please leave a review. Go to https://ratethispodcast.com/successgrid and follow the simple instructions
Interview with Brandon Neely, who is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Grandma's Wealth Wisdom Podcast with his wife and business partner Amanda. His web site is https://grandmaswealthwisdom.com/
Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda. To download a Special Report to help you SECURE your financial future outside a W-2 in 5 simple steps, go to https://www.wealthwisdomfp.com/report
Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda. He and Amanda founded and managed Overflow Coffee Shop from 2008 through 2018. They then sold the business and began Wealth Wisdom to help people and businesses better manage their finances. They learned much about what to do and not do through that experience. In this episode, we talk about the following; Why coffee is an industry that you must be passionate about; Why you must have a team that cares about YOU. Why it should be illegal not to pay yourself; The power of profit first; And so much more. https://www.wealthwisdomfp.com/report Partners RotaCloud - the online rota and people management platform. Gone are the days of juggling shifts and availability with a spreadsheet pinned to your noticeboard. Check out RotaCloud and transform your team experience when it comes to shift and team member management. Visit www.thecafehustle.com/rotacloud to find out how RotaCloud can change how you lead your teams today with a 30-day free trial - no credit card required. Hustle Together Online Community Go to thecafehustle.com/together to join the waitlist and have the opportunity to be one of our first 150 Founding Members. Don't forget to grab your FREE mini-ebook with 5 strategies for dialling in your mindset here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Brandon Neely is an entrepreneur, Profit First, and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. In this episode, you will learn the following: 1. What are some of the biggest challenges faced by business owners when trying to exit their business? 2. What are some common mistakes made by business owners when exiting their business? 3. What are some tips for business owners who want to maximize value when exiting their business?
Brandon Neely is an entrepreneur, Profit First, and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. In this episode, you will learn the following: 1. What are some of the biggest challenges faced by business owners when trying to exit their business? 2. What are some common mistakes made by business owners when exiting their business? 3. What are some tips for business owners who want to maximize value when exiting their business?
In today's episode, we're joined by Brandon Neely, who shares his story of going from brick and mortar sales entrepreneur to financial advisor. Brandon has been in the trenches as a business owner, deciding to transition into the financial services industry where he now helps people manage their money more effectively. He is a big proponent of business owners allocating their profits wisely.Tune in as Brandon shares with host Liam Leonard and new entrepreneurs in particular the unanticipated challenges that come with growing a business. He lays out his insights on financial security, achieving long-term goals, and overcoming obstacles using money management systems and a stellar team. Learn some of the biggest things Brandon discovered including the importance of communication (both in business and in relationships), preparing thoroughly for your future, and paying yourself first on this episode of The Prosperity Perspective podcast. 3 Key TakeawaysAs a business owner, set time for forward thinking. Plan your future beyond just a trip to Disneyland. In order to successfully exit your business, you need to be making a profit. To ensure that you are making a profit, you need to pay yourself first.Have a team of people around you who care about you and your business and who can help you when things get tough.ResourcesWebsite: wealthwisdomfp.comCheck out their STILL method playbook at stillmethod.comYouTubePodcastMillionaire Fastlane by MJ DeMarcoAbout BrandonBrandon Neely is an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife, Amanda Neely.They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.
Join Kay Suthar and Brandon Neely as they chat about how he helps his clients to grow their businesses and future concerning financial services. Brandon also shares his financial wisdom through the "STILL Method." He, and his wife Amanda, join forces as economic allies who share their knowledge through podcasting and developing personalized financial strategies for individuals and profitability strategies for businesses. Here's a breakdown of what to expect in this episode:• The importance of paying yourself first • The importance of having a plan for your money• What are some pitfalls business owners fall into when starting a business?• Get more profit using the original process called “The STILL Method.” • Look for 1% adjustments and live deliberately• And so much more! About Brandon Neely: Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda. He and Amanda founded and managed Overflow Coffee Bar, L3C, from 2008 through 2018. They learned much about what to do and not do through that experience. They have since sold that business. Now, as financial allies, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and profitability strategies for businesses. In addition, they continue to help clients implement the Profit First system and how to use a Bank On Yourself framework to grow their businesses and future. Connect with Brandon at Wealth Wisdom Financial via the STILL Method. Connect with Brandon:LinkedIn: https://www.linkedin.com/in/brandon-neely/Youtube: Wealth Wisdom Financial Podcast Website: https://grandmaswealthwisdom.com/ FREE Gift from Guest:https://stillmethod.com/ Connect with Kay Suthar!Podcast: https://www.uncensoredsocietypodcast.com/Linkedin:https://www.linkedin.com/in/kay-suthar-hosts-uncensored-society-podcast/?originalSubdomain=ukYoutube: https://www.youtube.com/channel/UCbSjRoDjqrGLx47FJXi7PjA
Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement. This episode talks about: The importance of working with a certified Bank On Yourself ® Professional. What is a Bank On Yourself ® Professional? What does it take to become a Bank On Yourself ® Professional? What makes a dividend paying whole life policy “properly structured”? Cash value whole life insurance vs. indexed universal life Insurance? What are the disadvantages of Indexed universal life insurance? What is annual renewable term (ART) insurance and how does this impact the growth of your cash value? The benefits of a dividend-paying whole life insurance policy structured the Bank On Yourself ® way. Borrowing against your cash value and why this helps you retain your wealth What is Arbitrage? Learn to grow the same money in multiple places To connect with Mark Willis and learn more about becoming a Bank On Yourself Professionals, please visit:
Sarry is a Bank On Yourself® Professional and the CEO and President of finassetprotection.com. Learning about podcasting has completely changed his story and business. This has to led to him being a guest on over 250 podcasts in the last 2 years and starting his own podcast as host of Thinking Like a Bank. Prior to getting involved in his current roles, Sarry started his journey toward a career in financial planning when he took a course in high school called Consumer Economics. This basic class was helpful and relevant, and Sarry determined then he wanted to have a career helping people. He went into insurance working for Allstate, and learned the questions often delved into financial coaching and growth. He read the book “Bank on Yourself Revolution” by Pamela Yellen and “Becoming Your Own Banker” by R. Nelson Nash that talks about the concept of infinite banking. This model helps unlock the cash value of life insurance policies to allow people to invest in other assets such as real estate. Thinking like a bank helps people change the tables so that they pay back themselves for the use of these cash values. The cash value of a life insurance policy is a unique financial instrument that offers many options where consumers can benefit in terms of access to finances, tax concerns, and market risk avoidance. However, the life insurance policies have to be structured properly to provide all of this value–cash value grows over time, tax-free, even when you leverage it. Anybody can participate in this market and think like a bank. As long as people have as little as a few hundred dollars of month they can use in this manner, that's all it takes to get started. Sarry meets with clients to do a financial analysis with them for about an hour with a goal to understand where they are now, and where they want to go financially. The most important point is where does the client want to go? This will set the tone for how Sarry sets them up for success with their policies and future plans. Contact Sarry by email at sarry@finassetprotection.com. Visit the Financial Asset Protection website and the Thinking Like a Bank website. Stop by Sarry's Youtube Channel to see his podcast about thinking like a bank, and visit Sarry's LinkedIn profile to learn more. Follow David at @daviddmorse on Instagram and Joe at @joe.quattrucci. Join David & Joe at Keller Williams Arizona Realty, where productive agents redefine their business. Reach out by DM, email at davidmorse@kw.com or directly at 480-767-3000.
Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda. He and Amanda founded and managed Overflow Coffee Bar from 2008 through 2018. They learned a lot of what to do and NOT to do through that experience. They have since sold that business. Now, as financial allies, they help clients implement the Profit First system as well as How to Use Infinite Banking/Bank On Yourself framework to grow their businesses and future.
Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife, Amanda. He and Amanda founded and managed Overflow Coffee Bar in 2008 and operated it for a decade. They learned a lot of what to do and NOT to do through that experience. They have sold that business in 2018. Now, as financial allies, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and profitability strategies for businesses. They continue to help clients implement the Profit First system as well as How to Use Infinite Banking (Bank On Yourself) framework to grow their businesses and future.Connect With Brandon:Websites: https://grandmaswealthwisdom.com/ https://stillmethod.comSocial Media:YouTube: https://www.youtube.com/c/GrandmasWealthWisdom Linkedin: https://www.linkedin.com/in/brandon-neely/ Connect with Steve:WEBSITES: https://lifeafteraddictionandindictment.com https://advancedhomepros.com SOCIAL MEDIA: Facebook https://facebook.com/stevecloward1 Instagram https://instagram.com/swcloward Linkedin https://linkedin.com/in/stevecloward Show Sponsors: BackBone Media Solutions: Get Ranked On Page one of Google for FREE by automating 5 Star Google reviews from your customers with BackBone Media. BackBone Media Solutions is The Reviews & Messaging Platform For Local Business - Get Reviews on autopilot, Convert Leads, Message Customers, Get Paid - All In One Place!https://www.backbonemedia.io/demo The Chili PadA thermostat for your bed featuring a temperature range of 55 to 115 degrees. - It keeps your bed at the same temp all night long - Simple-on device plus remote controls for temp adjustment - Cool mesh mattress pad - No in-bed EMF's“Being able to control the temperature on my side of the bed was a game changer For me and my wife” Check out the Chili Sleep system here and save: http://bit.ly/38sSi8X
Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner.Support this podcast at — https://redcircle.com/shelor-select/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Marc Beshears joins us to offer one idea we have not thought of before to increase wealth, which could then allow you more disposable income to give back to those nonprofits you care about most. Marc recounts his own experience of battling with financial investments, which led him to learn about life insurance as an asset... Marc discusses the benefits of using life insurance to support a donor's preferred charity. *Note: this podcast does not offer formal investment advice - please check in with your certified financial planner for final investment decisions. Episode Highlights: Marc's personal story, and discovery of life insurance as an asset. Demystify the concept of life insurance as an asset Using life insurance as a donor Links: https://topwealthagenda.com/, & bookwithmarc.com If you enjoyed this episode, listen to these as well: #76 The Creation of a Giving Circle to Support Survivor-Driven Change with Ken Kroner, Principal, Kroner Family Foundation #64 Create Your Special and Lasting Legacy with Christy Boysen, CEO, and Monique Kleinhuizen, CMO, Apex Legacy Consultants #36 Sybil Speaks: Three Things You Can Do Now to Create a Legacy That Lasts Crack the Code: Sybil's Successful Guide to Philanthropy Become even better at what you do as Sybil teaches you the strategies as well as the tools you'll need to avoid mistakes and make a career out of philanthropy through my new course, Crack the Code! In this new course, you'll gain access to beautifully animated and filmed engaging videos and many more! Check out her website with all the latest opportunities to learn from Sybil at www.doyourgood.com. Connect with Do Your Good Facebook @doyourgood Instagram @doyourgood Would you like to talk with Sybil directly? Send in your inquiries through her website www.doyourgood.com, or you can email her directly at sybil@doyourgood.com!
Marc Beshears joins us to offer one idea we have not thought of before to increase wealth, which could then allow you more disposable income to give back to those nonprofits you care about most. Marc recounts his own experience of battling with financial investments, which led him to learn about life insurance as an asset... Marc discusses the benefits of using life insurance to support a donor's preferred charity. *Note: this podcast does not offer formal investment advice - please check in with your certified financial planner for final investment decisions. Episode Highlights: Links: https://topwealthagenda.com/, & bookwithmarc.com If you enjoyed this episode, listen to these as well: Crack the Code: Sybil's Successful Guide to Philanthropy Become even better at what you do as Sybil teaches you the strategies as well as the tools you'll need to avoid mistakes and make a career out of philanthropy through my new course, Crack the Code! In this new course, you'll gain access to beautifully animated and filmed engaging videos and many more! Check out her website with all the latest opportunities to learn from Sybil at www.doyourgood.com. Connect with Do Your Good Would you like to talk with Sybil directly? Send in your inquiries through her website www.doyourgood.com, or you can email her directly at sybil@doyourgood.com!
Check it out on Spotify: https://spoti.fi/33Z4VsE Check it out on Apple: https://apple.co/3AHc2DT Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda. He and Amanda founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. They learned a lot of what to do and NOT to do through that experience. They have since sold that business. Now, as financial allies, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and profitability strategies for businesses. They continue to help clients implement the Profit First system as well as How to Use Infinite Banking/Bank On Yourself framework to grow their businesses and future. Dreams: People understand infinite banking and start thinking about how the money system works. Wants his son to visit 6 of the 7 continents before he is 18. How you can Help: Listen to their podcast - Wealth, Wisdom, Financial Podcast Favorite Book, Movie, or Podcast: Not Your Average Financial Podcast Garrett Gunderson Patt Flynn Contact them at: https://stillmethod.com/optin-537671671647876940758
Check it out on Spotify: https://spoti.fi/33Z4VsE Check it out on Apple: https://apple.co/3AHc2DT Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda. He and Amanda founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. They learned a lot of what to do and NOT to do through that experience. They have since sold that business. Now, as financial allies, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and profitability strategies for businesses. They continue to help clients implement the Profit First system as well as How to Use Infinite Banking/Bank On Yourself framework to grow their businesses and future. Dreams: People understand infinite banking and start thinking about how the money system works. Wants his son to visit 6 of the 7 continents before he is 18. How you can Help: Listen to their podcast - Wealth, Wisdom, Financial Podcast Favorite Book, Movie, or Podcast: Not Your Average Financial Podcast Garrett Gunderson Patt Flynn Contact them at: https://stillmethod.com/optin-537671671647876940758
Brandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely.They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.Main Points:How to be your own CFO – and successfully!How to run a profitable businessHow to get centered, get clear, and get more profit use our original process called “The STILL Method” What to look for to know it's time to do a big pivot in your business using Profit FirstWhat it looks like for an entrepreneur to use the Bank On Yourself conceptConnect Brandon Neely:Wealth Wisdom Financial Podcast (YouTube)www.stillmethod.comgrandmaswealthwisdom.com/www.linkedin.com/in/brandon-neely/
In this episode, I talk to Brandon Neely on:✨ How he started his entrepreneurial journey✨ Advice for newbie entrepreneurs✨ Why it is important for you to focus on your financial journey✨ How to use his signature 'STILL Method' framework to evaluate your financial standing✨ How to use the Infinite Banking ConceptDon't forget to subscribe to my podcast and leave a review if you liked this episode! ✨Say Hi! to me:YouTube: www.youtube.com/channel/themarketingnomadInstagram: www.instagram.com/themarketingnomadMy Etsy Shop: https://www.etsy.com/shop/TheMarketingNomadCo1. 100 IG Story Templates for Engagement Boost2. 365 Content Ideas and Content Calendar☕ Buy me a coffee if you'd like! ☕https://www.buymeacoffee.com/marketingnomadDISCLAIMER: You are absolutely not required, ever! However, if you liked this episode and you want to say thank you, then this is just me keeping that option open :) I am grateful for anything but please never feel like you have to! :)Products I Use:Airtable: https://airtable.com/invite/r/9JrsLp0TKajabi: https://app.kajabi.com/r/5oRpJ7dW/t/ilzxkhxiActiveCampaign: https://www.activecampaign.com/?_r=1DC7EV6RMilanote: https://www.milanote.com/refer/themarketingnomadCoconutty: Get 15% off with my code " PRIT15 " on every single purchase on their website: https://www.coconuttystore.comDISCLAIMER: Links included in this description might be affiliate links. If you purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting my podcast so I can continue to provide you with free content each week!About our guest:Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda.He and Amanda founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. They learned a lot of what to do and NOT to do through that experience. They have since sold that business. Now, as financial allies, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and profitability strategies for businesses. They continue to help clients implement the Profit First system as well as How to Use Infinite Banking/Bank On Yourself framework to grow their businesses and future.Links for Brandon Neely:FB - https://www.facebook.com/Grandmaswealthwisdom/IG - https://www.instagram.com/gmswealthwisdom/YT - https://www.youtube.com/c/GrandmasWealthWisdom/LI - https://www.linkedin.com/in/brandon-neely/Support the show
✔️ Grandmas Know Best! What's the best advice your grandma gave you? Grandmothers are many things to those of us fortunate enough to know them - a friend, a storyteller, a confidant, someone who loves us despite our flaws, and a source of wisdom. It is from this frame of mind that we welcome Brandon Neely of Grandma's Wealth Wisdom to this week's podcast, where he discusses how Grandma's wisdom can help you build your wealth. Brandon Neely is an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. Brandon founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. If you are ready to: ✔️increase your net worth; ✔️balance your saving and spending; and ✔️make a genuine difference …but don't know where to start, this episode is for you! Follow Brandon here: https://linktr.ee/grandmaswealthwisdom Connect with the Gain The Edge CEO and keeper of our vision, Jim, at https://jimp360.com/#vcard where you will find anything and everything about GTE. Key Takeaways: ✔️ Entrepreneurs who pay themselves too much or too little can hurt the growth of their businesses. It is essential that business owners be honest with themselves and figure out which type of entrepreneur they are so that they can make the necessary changes to grow their business. ✔️ Grandma's Wealth Wisdom encourages business owners to simplify their financial goals in order to reduce risk. Begin by saving for rainy days and then investing in something that you are certain about. Both are important, especially when the economy is unstable. Minimizing spending while making safe investments through conservative ventures can help businesses survive and grow even during difficult times. ✔️ It's not enough to save because it won't work. You have to invest. Not just any kind of investment, but a smart and practical one — like on life insurance. Think of the STILL Method as a new beginning. A way to take hold of your financial future and banish uncertainty at the same time. An easy, step-by-step process to give you the tools you need to manage your finances like a pro. Learn more about it in this podcast! If you want to see more great content like this, make sure to subscribe and ring the bell so you will get notified whenever we post a new video. And don't forget to rate and review the show on Apple Podcasts. To know more, please visit: https://jimp360.com/#vcard
✔️ Grandmas Know Best! What's the best advice your grandma gave you? Grandmothers are many things to those of us fortunate enough to know them - a friend, a storyteller, a confidant, someone who loves us despite our flaws, and a source of wisdom. It is from this frame of mind that we welcome Brandon Neely of Grandma's Wealth Wisdom to this week's podcast, where he discusses how Grandma's wisdom can help you build your wealth. Brandon Neely is an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. Brandon founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. If you are ready to: ✔️increase your net worth; ✔️balance your saving and spending; and ✔️make a genuine difference …but don't know where to start, this episode is for you! Follow Brandon here: https://linktr.ee/grandmaswealthwisdom Connect with the Gain The Edge CEO and keeper of our vision, Jim, at https://jimp360.com/#vcard where you will find anything and everything about GTE. Key Takeaways: ✔️ Entrepreneurs who pay themselves too much or too little can hurt the growth of their businesses. It is essential that business owners be honest with themselves and figure out which type of entrepreneur they are so that they can make the necessary changes to grow their business. ✔️ Grandma's Wealth Wisdom encourages business owners to simplify their financial goals in order to reduce risk. Begin by saving for rainy days and then investing in something that you are certain about. Both are important, especially when the economy is unstable. Minimizing spending while making safe investments through conservative ventures can help businesses survive and grow even during difficult times. ✔️ It's not enough to save because it won't work. You have to invest. Not just any kind of investment, but a smart and practical one — like on life insurance. Think of the STILL Method as a new beginning. A way to take hold of your financial future and banish uncertainty at the same time. An easy, step-by-step process to give you the tools you need to manage your finances like a pro. Learn more about it in this podcast! If you want to see more great content like this, make sure to subscribe and ring the bell so you will get notified whenever we post a new video. And don't forget to rate and review the show on Apple Podcasts. To know more, please visit: https://jimp360.com/#vcard
The Investment Vehicle No One Talks About - Using Whole Life Insurance To Build Wealthhttps://campsite.bio/narontillman1The inflation rate has hit a record high of 9.1% according to the WSJ. This is the highest rate we have seen in 4 decades. What does this mean for us and our economy? How can we survive these times where essential needs are so expensive? In this episode of Walk In Victory, we talk to Brandon Neely about the implications of this new inflation and give you some knowledge concerning how you can actually build wealth during this time. You won't want to miss it! WHO IS BRANDON NEELY?Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda. If you're struggling to fix your finances, Brandon can help you get on the right track. With his expert guidance, you can reach your goals and achieve the financial success you deserve. Listen to our conversation now and then contact Brandon for free resources you can use today: https://stillmethod.com/
Brandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. YT - https://www.youtube.com/c/GrandmasWealthWisdom FB - https://www.facebook.com/Grandmaswealthwisdom/ IG - @gmswealthwisdom Link to Freebie www.stillmethod.com
Are you using wisdom for financial stewardship? In this segment, Brandon Neely gets into knowing your numbers, how to profit first and bank on yourself. He also shares how to be your own CFO, run a profitable business and the STILL method. See video here - https://youtu.be/QlUoZJWrHLc WHO IS BRANDON? Brandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. BRANDON'S CALL TO ACTION www.stillmethod.com Ready to make progress faster? Join WWF COMMUNITY to get the nudge you need for more financial freedom: https://wealthwisdom.mn.co/ https://www.youtube.com/c/GrandmasWealthWisdom/about GENESIS'S INFO https://genesisamariskemp.net/ CALL TO ACTION Subscribe to GEMS with Genesis Amaris Kemp Channel, Hit the notifications bell so you don't miss any content, and share with family/friends. **REMEMBER - You do not have to let limitations or barriers keep you from achieving your success. Mind over Matter...It's time to shift and unleash your greatest potential. If you would like to be a SPONSOR or have any of your merchandise mentioned, please reach out via email at GEMSwithGenesisAmarisKemp@gmail.com --- Send in a voice message: https://anchor.fm/genesis-amaris-kemp/message Support this podcast: https://anchor.fm/genesis-amaris-kemp/support
In this episode, I speak with Brandon Neely on the topic of exiting his coffee shop, advice for startups, financially putting yourself first, and his goals.★ Brandon's Bio: ★ Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda.He and Amanda founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. They learned a lot of what to do and NOT to do through that experience. They have since sold that business. Now, as financial allies, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and profitability strategies for businesses. They continue to help clients implement the Profit First system as well as How to Use Infinite Banking/Bank On Yourself framework to grow their businesses and future.Connect with Brandon:https://stillmethod.com/
Brandon Neely, an entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely. They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. This episode talks about: How do you invest and build wealth during uncertain times? Does the Ukraine-Russia war have an impact on us financially in the U.S? What is the“STILL Method”? How does anyone use this method to predictably win the money game? Factors for investing, other than the rate of return Why the Bank on Yourself Strategy is considered the best savings vehicle How to mitigate your investment portfolio from Black Swan events? What does it mean to be truly diversified? The importance of creating a financial plan. Recommended book: “The Black Swan: The Impact of the Highly Improbable” By Nassim Nicholas Taleb To connect with Brandon Neely, please visit:
Would you like to hear 10 of THE BEST episodes so far? Do you need to work with a BANK ON YOURSELF® PROFESSIONAL? In this episode, we ask: What do you call a … ? Are all financial professionals right for your needs? How many designations and credentials are available for financial professionals? What about...
When people like Dave Ramsey or Susan Orman talk about Whole life insurance being a terrible investment they are right, it could actually be a terrible investment if it's not structured the right way. Meet Sarry Ibrahim, MBA, LTCP, Bank On Yourself® Professional, CEO, and President of finassetprotection.com. In this episode, Asha is interviewing Sarry, who touches on the Bank On Yourself concept and gives an incredibly detailed insight into what it could mean for one's family when they align with a professional who specializes in the concept. He also explains that with the Bank On Yourself group, there's a way to cross-reference someone claiming themselves as a Bank On Yourself specialist by simply sending a request for verification, providing their name and state to support@bankonyourself.com. We also touch on the following subjects: -The different types of insurance companies -Three benefits of dividend-paying Whole life insurance policy -How the maximum amount of life insurance is configured -The benefits of adding certain riders to one's policy -What it could mean for one if the policy is not structured properly If you are looking to discover more about creating a banking system for you and your family where you solely depended on yourselves be sure to connect with Sarry at www.finassetprotection.com. If you found this episode to be of value to you, please be sure to share it with a friend. YouTube is the best website to visit when searching for videos about any subject. If you prefer a visual instead, be sure to subscribe to my YouTube channel: www.youtube.com/channel/UC7V4LcNP0qZ-oVjKQDqYCOw That brings me to the end of this description, however, if you want more totally free content for mommy-inspired tips, visit our website at www.ashagilliam.com. My goal is to spend as much time offline as humanly possible. I have two little guys that demand my attention outside of work and am aware that you have little ones that are just as demanding as mine are. If we're not connected on Facebook, Instagram, or Twitter, be sure to find me there. MONEY MAKING MOMMIES FB COMMUNITY: MOMMY TALKS PODCAST INSTAGRAM: ASHA'S PERSONAL TWITTER ACCOUNT: MOMMY TALKS SHOWNOTES: If there is something that we aren't covering but you would like more information please email my team at support@expandingwithasha.com and let me know how I can be of service to you and your family.
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