Podcasts about wealth wisdom financial podcast

What happens when your child's college fund becomes a business opportunity fund, or neither?   Most business owners feel trapped by a painful dilemma: save for their kids' education in accounts they can't touch, or keep capital available for business opportunities. But what if this choice is based on outdated assumptions about how education and entrepreneurship actually work?   In this episode, we explore why traditional college savings can backfire for business families, and reveal a flexible strategy that prepares your children for success whether they choose Harvard, trade school, entrepreneurship, or paths not yet invented.   Key Quote: "I was saving for the future I thought my kids should have, instead of preparing them for the future they might actually want."   What You'll Discover: Why 529 plans can trap business owners when opportunities arise (and what happened to the agency owner who missed a $200K acquisition) The hidden FAFSA impact most business owners don't know about their college savings How the SECURE 2.0 Act creates new options for unused 529 funds (plus the gotchas to watch for) A real strategy that funded both college tuition AND business growth during COVID Why teaching kids about money might be more valuable than giving them money   Perfect for: Business owners torn between funding their children's future and maintaining capital flexibility for business growth, plus parents questioning whether traditional college savings fit their entrepreneurial family's reality.   Listen now to discover how education funding for business families should actually work in an unpredictable world.   Ready to evaluate your education funding strategy? Check out this week's Wealthy Wednesday for the Business Owner's College Funding Flexibility Guide mentioned in the episode.   Interested in our Freedom Retreat? Text Freedom to 513-447-6501 to start the application process.   00:00 Introduction: The College Savings Dilemma 00:50 Welcome to Wealth Wisdom Financial Podcast 01:41 The Challenge of College Savings for Business Owners 01:56 Carlos' Story: A Business Owner's Dilemma 05:17 The Changing Landscape of Higher Education 06:14 Sarah's Story: Missed Opportunities 08:16 Introducing the Bank on Yourself Strategy 08:24 Marcus' Story: Flexibility in Education Funding 09:26 The Benefits of a Flexible Financial Strategy 10:31 Common Objections and Recent Law Changes 16:35 Elena's Story: Adapting to Uncertain Times 19:57 Conclusion: A New Approach to Education Funding 23:17 Special Announcement: Freedom Retreat for Business Owners   Watch on YouTube here: https://youtu.be/AS6VJqZIsEI 

Are you following retirement advice designed for employees when you're an entrepreneur?   Most business owners feel trapped between two impossible choices: lock away money for retirement or keep capital available for business opportunities. But what if this dilemma is based on a false assumption?   In this episode, we explore why traditional retirement planning can actually sabotage business owners in their prime earning years, and reveal a strategy that lets you build wealth for the future while maintaining the flexibility to grow your business today.   Key Quote: "The biggest risk isn't breaking the rules. It's following the wrong rules."   What You'll Discover: Why maxing out retirement accounts can leave you asset-rich but opportunity-poor The real story behind Zack's $450,000 missed opportunity (and how it could have been avoided) How Maya turned a client crisis into a competitive advantage using accessible capital The tax trap that catches many business owners in retirement A financial strategy that works WITH your business instead of against it   Perfect for: Business owners who feel torn between securing their financial future and maintaining the flexibility to seize opportunities in their business.   Listen now to discover how retirement planning for entrepreneurs should actually work in the real world.   Ready to evaluate your current retirement strategy? Check out this week's Wealthy Wednesday for the Business Owner's Retirement Readiness Checklist [add link] mentioned in the episode.   Interested in our Freedom Retreat? Text Freedom to 513-447-6501 to start the application process.   00:00 Introduction: The Dilemma of Business Growth vs. Future Security 00:48 Welcome to Wealth Wisdom Financial Podcast 01:32 Zach's Story: A Missed Opportunity 03:12 The Flaws of Traditional Retirement Planning for Entrepreneurs 05:58 Introducing the Bank on Yourself Strategy 06:20 Maya's Story: Flexibility in Crisis 11:55 Elijah's Story: Seizing Opportunities 13:44 The Mindset Shift for Business Owners 19:47 Special Announcement: Freedom Retreat 21:09 Conclusion and Final Thoughts   Watch on YouTube: https://youtu.be/dTqnmefHNzw 

**Is your seven-figure business becoming a gilded cage?** In this eye-opening episode, we tackle the rarely discussed reality that many million-dollar business owners are working harder than ever while taking home less than they deserve. We share the powerful story of Sam, whose $1.8 million software company had become a prison of 70-hour workweeks and shrinking profits, and how he transformed it using the Profitability Pyramid framework. Discover the three critical shifts that can transform a "successful on paper" business into one that actually creates freedom and wealth: 1. Service Portfolio Optimization: Eliminating offerings that create complexity without profit 2. Team Realignment: Restructuring around "Value Streams" that reduce owner dependency 3. Owner Economy Restructuring: Ensuring the business serves your financial goals first Key Quote: "The reality is that complexity is rarely a strategic advantage. More often, it's the accumulated result of tactical decisions made without a cohesive framework." Listen now to learn how entrepreneurs like Sam are doubling their profits while cutting their work hours in half, and why strategic simplification creates more value than unfocused expansion. Plus, get our bonus "Profitability Pyramid Blueprint" by joining the Wealth Wisdom Financial Community as a Premium Member. www.wealthwisdomfp.com/community     00:00 Introduction: The Seven-Figure Struggle 00:49 Welcome to Wealth Wisdom Financial Podcast 01:28 Theme of the Month: Growth and Scaling 01:47 The Seven-Figure Struggle: Sam's Story 04:24 The Profitability Pyramid: Service Portfolio Optimization 07:12 The Profitability Pyramid: Team Realignment 09:48 The Profitability Pyramid: Owner Economy Restructuring 15:10 Case Studies: Overcoming Common Objections 21:36 Conclusion: Transforming Your Business 25:10 Join the Wealth Wisdom Financial Community 26:26 Closing Remarks and Disclaimer   Watch on Youtube: https://youtu.be/ufleOptUfaw 

**Is your business growth coming at the expense of your health and happiness?**  In this revealing episode, we explore how entrepreneurs can scale their businesses without sacrificing their well-being. We share the powerful story of Tom, who reached his revenue goals but ended up in the hospital from exhaustion, and Eliza, who transformed her marketing agency by fundamentally changing how she approached growth and energy management. Discover the three critical shifts that can transform a draining business into an energizing one: Strategic Elimination: Identifying what doesn't need to be done at all Aligned Delegation: Focusing on your unique value rather than doing everything Rhythmic Renewal: Working in harmony with your natural energy cycles Key Quote: "Your physical energy, mental clarity, and emotional balance are the foundation upon which your business grows." Listen now to learn how entrepreneurs are doubling their revenue while cutting their work hours in half, and why sustainable energy isn't a luxury—it's a prerequisite for sustainable growth. Plus, get our bonus "The Sustainable Scaling Blueprint" by joining the Wealth Wisdom Financial Community as a Premium Member. www.wealthwisdomfp.com/community 00:00 Introduction: Balancing Business Growth and Wellbeing 00:49 Welcome to Wealth Wisdom Financial Podcast 01:27 The Theme of the Month: Growth and Scaling 01:58 The Cost of Unsustainable Growth: Tom's Story 03:08 Brandon's Personal Experience with Burnout 04:57 The Connection Between Business Success and Wellbeing 05:31 Eliza's Journey to Sustainable Scaling 06:31 The Hustle Trap and Sustainable Scaling 09:28 Eliza's Three Major Shifts for Sustainable Growth 14:14 Addressing Common Misconceptions About Scaling 19:48 Conclusion: Building a Business That Enhances Your Life 22:36 Join the Wealth Wisdom Financial Community 23:54 Closing Remarks and Next Episode Teaser   Watch on YouTube: https://youtu.be/3Ab0pM7_mlQ 

Are you stuck in a business plateau despite working harder than ever? This episode reveals why proper financial systems are the missing key to unlocking sustainable growth and higher profitability.   We share real stories of entrepreneurs like Rachel and Marcus who transformed their struggling businesses by implementing three critical financial frameworks. From Rachel's home improvement company drowning in spreadsheets to Marcus's consulting firm trapped on a revenue treadmill, discover how these business owners broke free.   Learn the practical systems that can transform your business finances: True Project Profitability tracking to identify which clients and services actually drive your bottom line Profit First implementation that ensures you build wealth, not just generate revenue Financial dashboards that translate accounting data into actionable business insights   Key Quote: “Your business isn't broken. Your financial systems are.”   Listen now to discover how implementing the right financial frameworks can help you make smarter decisions, increase profitability, and finally get off the revenue treadmill.   Plus, get our bonus “Financial Systems Diagnostic Tool” by joining the Wealth Wisdom Financial Community as a Premium Member. www.wealthwisdomfp.com/community   00:00 Introduction: Transform Your Business with Financial Systems 00:46 Welcome to Wealth Wisdom Financial Podcast 01:24 This Month's Theme: Growing and Scaling 02:01 The Importance of Tracking Profit 02:29 Rachel's Story: Revenue vs. Profit 05:15 Marcus's Story: Financial System Deficit 07:19 Implementing True Project Profitability Tracking 11:23 The Profit First System 18:21 Overcoming Common Financial Misconceptions 22:10 Conclusion: Building Financial Systems for Growth   Watch on YouTube: https://youtu.be/Kki_swKvs-A 

Are you stuck in a business plateau despite working harder than ever? This episode reveals the three critical mindset shifts that successful entrepreneurs make before their revenue and profitability soar. We share the stories of real business owners who transformed their companies by changing how they think, not just what they do. From Maria's design agency trapped in overwork to James's marketing consultancy stuck on a profit plateau, discover how these entrepreneurs broke through their mental barriers. Learn why the roadblock to your next level of success might not be in your strategy or market. Your breakthrough is likely in your mindset. We explore how to shift: From income thinking to asset thinking From revenue obsession to profit prioritization From operator to owner Key Quote: "The hamster wheel will never lead to the next level unless you step off it and change your approach." Listen now to discover how small shifts in your thinking can create dramatic improvements in both business performance and quality of life. Plus, get our bonus The Million-Dollar Diagnostic at wealthwisdomfp.com/community   00:00 Introduction: Overcoming Business Growth Barriers 00:58 Welcome to Wealth Wisdom Financial Podcast 01:36 This Month's Theme: Growing and Scaling 02:44 Maria's Story: The Exhausted Entrepreneur 05:17 James' Journey: From Income Thinking to Asset Thinking 08:43 Sophia's Shift: From Revenue Obsession to Profit Prioritization 12:24 Daniel's Transformation: From Operator to Owner 16:44 Rachel's Realization: Stepping Off the Hamster Wheel 18:49 Conclusion: Scaling Your Thinking to Scale Your Business 23:09 Join the Wealth Wisdom Financial Community   Watch On YouTube: https://youtu.be/F2vg_AkJtyA 

Is your business taking over your life? Meet Sophia. She runs a bakery. She almost quit because work consumed all her time. Now she takes six weeks of vacation every year. Her bakery makes more money than before. She spends quality time with her family. Learn five simple ways to blend work and life better: Link your business to what matters most to you Be more than just a business owner Work when your energy is highest Set clear rules for using technology Build personal wealth through your business We tackle common worries. "My clients need instant replies." "My business needs me all the time." Real business owners share how they solved these problems. Key Quote: "Work-life integration creates a system where your business and personal life support each other, not compete." Do you think about work during family time? Can't remember your last real vacation? This episode is for you. We share practical tips to make your business improve your life. Get our "Integration Blueprint" in the Wealth Wisdom Financial Community: wealthwisdomfp.com/community 00:00 Introduction to Sophia's Story 00:52 Welcome to Wealth Wisdom Financial Podcast 01:32 The Concept of Work-Life Integration 02:26 Mindset Shift: From Balance to Integration 06:39 Core Practices for Work-Life Integration 07:04 Purpose Alignment 07:41 Identity Expansion 09:12 Energy Management 10:57 Technology Boundaries 12:57 Financial Integration 15:27 Addressing Common Objections 21:51 Conclusion and Call to Action   Watch on YouTube: https://youtu.be/BtfKGk_UdHg 

Are you working harder than ever but feeling stuck at the same income level? The number one problem holding back most entrepreneurs is the inability to delegate effectively. In this episode, you will meet James, a web designer who collapsed from exhaustion after working 80-hour weeks. Why? Because "nobody could do it as well as he could." One year later, his team handles 90% of client work while he works just 30 hours weekly—and profits are up 40%. Discover the Time-Money Matrix framework that will transform how you think about delegation: How to identify which tasks you must keep and which you should delegate first Why the "it's faster to do it myself" mindset is actually costing you thousands The surprising reason many "delegation disasters" happen (and how to prevent them) Why delegating high-value tasks is BETTER for your business than doing them yourself We also address common objections from control-freak entrepreneurs. Have you ever thought, "My clients only want to work with me" or "I've tried delegating before, and it was a disaster"? We have, too! Learn how we got over it. Key Quote: "Your highest value as a business owner isn't in doing every task. It's your strategic vision, relationship building, and ability to see opportunities others miss. These are the true areas where you're irreplaceable." Welcome solopreneurs considering your first hire. Bienvenidos, established business owner struggling to step away from day-to-day operations. This episode provides a practical roadmap for breaking free from being the bottleneck in your own business. Get our complete "Delegation Starter Kit" in the Wealth Wisdom Financial Community today: wealthwisdomfp.com/community 00:00 Are You the Bottleneck in Your Business? 00:05 Meet James: A Case Study in Delegation 01:19 Welcome to Wealth Wisdom Financial Podcast 01:57 The Delegation Dilemma 04:15 Introducing the Time Money Matrix 05:39 Delegation Quadrants Explained 09:07 The Control Freak Zone 10:32 Financial Planning: What Not to Delegate 13:01 Real-Life Delegation Success Stories 19:37 The Life Time Money Matrix 24:37 Final Thoughts on Delegation and Financial Freedom   Watch On YouTube Here: https://youtu.be/8YAVMKaWcy0 

Are you slowly killing your business by failing to set boundaries? In this essential episode, we reveal why the real cause of many business failures isn't competition or the economy – it's boundary issues that lead to financial depletion and burnout. Discover the four critical boundaries every successful business needs: Time boundaries that protect your most valuable resource Service boundaries that create focus and expertise Financial boundaries that ensure sustainable profitability Communication boundaries that allow for proactive growth rather than reactive firefighting We also tackle common objections from entrepreneurs who fear setting boundaries will cost them clients or opportunities, with real-world examples showing how proper boundaries actually attract better clients willing to pay premium rates. Key Quote: "Boundary-setting isn't about building walls. It's about creating systems that allow your business to serve others without depleting its most valuable resource: you." Whether you're struggling with clients who don't respect your time, difficulty maintaining work-life separation, or challenges charging what you're worth, this episode provides practical strategies for establishing boundaries that protect both your well-being and your bottom line. Get our complete "Business Boundary Blueprint" in the Wealth Wisdom Financial Community today: wealthwisdomfp.com/community 00:00 The Hidden Threat to Small Businesses 01:09 Welcome to Wealth Wisdom Financial Podcast 01:47 The Importance of Setting Boundaries 03:20 Statistics on Business Failures 05:54 Types of Boundaries for Business Success 14:30 Overcoming the Fear of Setting Boundaries 19:35 Conclusion and Final Thoughts   Watch on YouTube: https://youtu.be/twO_IOMVViI 

Are you trapped in the cycle of working more hours but seeing less profit?   In this eye-opening episode, we explore the transformative journey of Lisa, a marketing consultant who went from working 70+ hour weeks and missing her daughter's birthday to running a thriving business on just four days a week while doubling her income.   Discover the three-part strategy that changed everything for Lisa: How implementing Profit First (even at just 1% initially) transformed her relationship with money Why establishing a Bank On Yourself policy gave her the confidence to transform her client relationships The exact script she used to transition from hourly billing to value-based pricing that tripled her rates   We also address common objections from business owners in various industries, with examples of how they adapted these strategies to their unique situations.   Key Quote: "The real transformation wasn't just in Lisa's bank account but in her relationship with both money and time. She no longer feels owned by her business or controlled by client demands."   Whether you're drowning in client work, struggling with inconsistent cash flow, or simply tired of missing life's important moments, this episode provides a practical roadmap to working less while earning more.   Want more? Get our "Work Less, Earn More" case study pack in the Wealth Wisdom Financial Community by becoming a premium member here: https://www.wealthwisdomfp.com/community.   00:00 Introduction to Sam's Story 00:40 Welcome to Wealth Wisdom Financial Podcast 01:33 The Importance of Long-Term Tax Planning 03:03 Planning for a Business Sale 08:32 Estate Planning and Business Succession 12:29 Retirement Tax Planning for Business Owners 19:13 Conclusion and Next Steps   Watch On YouTube: https://youtu.be/1pGip0hlQeU 

Could your current tax strategies be creating a ticking time bomb for your future? Sam built a successful business for 30 years. Then, he lost nearly half their $2 million sale price to unexpected taxes. In this forward-thinking episode, we explore tax planning beyond just this year's return. You'll discover: Three critical tax-planning timeframes most business owners completely ignore How to structure your business today to save taxes when you eventually sell Estate planning strategies that protect your business legacy from excessive taxation The surprising ways business profits can increase your Medicare costs in retirement Key Quote: "The tax strategies that work great for your business today might actually set you up for bigger tax headaches down the road." Listen now to learn how you can develop a comprehensive tax strategy that serves your business well through every life stage. Get your free "Business Owner's Legacy Planning Guide" in the Wealth Wisdom Financial Community. www.wealthwisdomfp.com/community     00:00 Introduction to Sam's Story 00:40 Welcome to Wealth Wisdom Financial Podcast 01:33 The Importance of Long-Term Tax Planning 03:03 Planning for a Business Sale 08:32 Estate Planning and Business Succession 12:29 Retirement Tax Planning for Business Owners 19:13 Conclusion and Next Steps   Watch on YouTube here: https://youtu.be/0aMY5WxljCc 

Is your "I'll do the bookkeeping later" approach quietly sabotaging your business success?   Maria discovered her retail shop was hemorrhaging $28,000 on an unprofitable product line. Never didn't realize it earlier because she couldn't see the numbers clearly.   In this practical episode, we share the simplest bookkeeping system that actually works for busy entrepreneurs. You'll discover: The "Daily 5-Minute Money Check" that transformed Maria's business finances Which tools are essential versus nice-to-have for businesses at different stages How to set up a system you'll actually use (instead of avoiding) The unexpected ways good bookkeeping leads to better business decisions   Key Quote: "The perfect bookkeeping system you'll use 'someday' isn't nearly as valuable as a good-enough system you'll actually use today."   Listen now to learn how you can transform financial chaos into clarity with just 5 minutes a day.   Get your free "5-Minute Money Check Success Kit" in the Wealth Wisdom Financial Community at wealthwisdomfp.com/community.   00:00 Introduction to Bookkeeping Challenges 00:45 Welcome to Wealth Wisdom Financial Podcast 01:23 The Importance of Clean Books 03:58 The Daily 5 Minute Money Check 06:41 Tools for Efficient Bookkeeping 10:53 Maria's Story: The Cost of Neglecting Bookkeeping 12:37 Conclusion and Resources   Watch on YouTube Here: https://youtu.be/abi1Pm-FchQ 

Are your tax deductions putting your business at risk? Meet Toni, a wedding photographer who nearly lost everything over $12,000 in questionable deductions that triggered an IRS audit. In this episode, we unpack the most common tax mistakes small business owners make and how to avoid them. You'll discover: Three legitimate deductions many business owners miss completely The dangerous deductions that put Toni in the IRS crosshairs Why "but my friend's accountant lets them do it" isn't a defense Simple systems to keep your business audit-resistant Key Quote: "The most expensive tax mistakes aren't usually from missing the big obvious deductions. They come from either missing lots of small legitimate deductions because they seem too simple to count, or from claiming questionable deductions because 'everyone does it.'" Listen now to learn how to claim what you're entitled to while keeping your business safe from costly audit troubles. Get your free "Small Business Deduction Checker" in the Wealth Wisdom Financial Community at wealthwisdomfp.com/community.   00:00 Introduction: Avoiding a $12,000 Tax Mistake 00:47 Welcome to Wealth Wisdom Financial Podcast 01:25 Tony's Tax Troubles: A Cautionary Tale 03:08 Commonly Missed Deductions 05:51 Deductions That Can Get You in Trouble 09:51 The Importance of Proper Tax Planning 13:50 Conclusion and Resources   Watch on YouTube here: https://youtu.be/kCpv4boE5zI 

Are you making these common tax mistakes in your small business? Most owners making under $1M are either overpaying in taxes or putting themselves at risk with the IRS - and they don't even know it.   In this episode, we unpack three key tax strategies specifically designed for businesses with under $1M in gross revenue. You'll discover:   Why playing "small" to save on taxes might be costing you big opportunities The three tax "buckets" every business owner needs to understand Which complex tax strategies you can safely ignore (and what to focus on instead) How to make taxes work for your business growth, not against it   Key Quote: "Smart tax planning isn't about zeroing out your profits - it's about optimizing them. Every dollar in taxes means multiple dollars kept in profit."   Listen now to learn how you can build a tax strategy that helps your business grow while keeping you in the IRS's good graces.   View the Small Business Tax Strategy Checklist in the Wealth Wisdom Financial Community here: wealthwisdomfp.com/community   00:00 Introduction to Smart Tax Strategies 00:34 Welcome to Wealth Wisdom Financial Podcast 01:12 Importance of Smart Tax Planning 04:20 Strategy 1: Strategic Timing of Income and Expenses 09:00 Strategy 2: Maximizing Qualified Business Income Deduction 13:10 Strategy 3: Building a Tax Diversified Retirement Strategy 19:42 Simplifying Tax Strategies for Small Businesses 22:30 Conclusion and Next Steps Watch Here: https://youtu.be/8hMHq_Hq0-U

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

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 

Episode 167 - Brandon Neely - Author of Five Smooth Stones - Dad Math and Modelling Money to Your KidsFive Smooth Stones: A Journey of Financial CenteringUnlock your financial potential with Five Smooth Stones, the innovative money journal designed for high achievers. This powerful tool provides clear, actionable steps to reach your financial goals with confidence.Why Choose Five Smooth Stones? Clarity and Control: Quickly identify opportunities and make informed decisions to progress your financial journey.Enjoyable Process: Our unique approach makes financial planning engaging and rewarding.Customizable: Ample space on high-quality, no-bleed paper allows you to tailor your financial strategy.Proven Methodology: Benefit from the authors' tried-and-tested process for financial success.Ongoing Support: Exclusive access to additional resources and guidance to further enhance your financial growth.Take charge of your financial future today. Order Five Smooth Stones and transform your approach to money management.Invest in your financial well-being – Order Now! https://a.co/d/7SobNRNWealth Wisdom Financial Podcast - There are a lot of financial podcasts. Most of them repeat the same advice: Limit your spending, make a budget, invest in the stock market. But the future is uncertain. You never know when financial emergencies or changes in the economy will eat up your earnings. It's overwhelming and stressful. And even if you act on every piece of advice, you might still feel like you should be further along and closer to your goals. That's why many step away from conventional financial thinking: It doesn't help them build long-term wealth or a lifestyle they love. The better alternative? Wealth wisdom! Wealth wisdom isn't one-size-fits-all advice, but timeless principles that show you how to build the wealth you want for your dream lifestyle—whether you're an employee or a business owner. The Wealth Wisdom Financial Podcast shows you how to build wealth in all areas of life and business and goes way beyond financial wealth. Hosts Brandon Neely and Amanda Neely, CFP® are pumped to be your allies as you expand your financial confidence to stand the tests of time. On the Wealth Wisdom Financial Podcast you will discover: - How a banker's mindset can help you be profitable in any economy - How to defeat financial confusion, haphazardness, anxiety, overwhelm, and stress - How to start a profit habit that ends entrepreneurial poverty - And much much more all grounded in the wisdom of the ages May you live long and profit.https://pod.link/1430092759___https://dadspace.camusic provided by Blue Dot SessionsSong: The Big Ten https://app.sessions.blue/browse/track/258270

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 

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 

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   

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 

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 

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.

As we all know, being a business owner is one of the most difficult and stressful jobs in the world. Everywhere you turn, there's another fire to put out or a crisis to be averted. Although there are always elements beyond your control, you can alleviate much of the stress of business ownership by managing the areas within your control. One of these areas is finance. Now, quick question. How many of you are struggling with your finances right now and you want to get a handle on your finances and mitigate the potential for financial disaster? If that's you, then this episode is for you.   In this episode, we've invited an amazing financial strategist. His name is none other than Brandon Neely.   Brandon 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 the How to Use Infinite Banking/Bank On Yourself framework to grow their businesses and future.   In this episode, Brandon will be sharing: 1) The Important Reason Why Business Owners Should Focus on Their Financial Journey 2) His Strategies To Get Centered, Clear, and Have More Profit 3) His Bank On Yourself /Infinite Banking Concept To Grow Your Business   Learn more about Brandon Neely:   Website: https://www.wealthwisdomfp.com/report Facebook: https://www.facebook.com/brandonneely.bizactivist Instagram: https://www.instagram.com/wealthwisdomfp/ LinkedIn: https://www.linkedin.com/in/brandon-neely/

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 

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: 

What if we told you that your 401(k) might be more of a rollercoaster than a reliable retirement vehicle? (Spoiler alert: For many, it is!) Watch as Brandon and Amanda pull back the curtain on a little-known financial tool that's helping savvy retirees sleep better at night. Have you ever wondered how some people seem unfazed by market crashes? Or why your neighbor Bob is grinning while everyone else is panicking? It's not luck - it's strategy. Are you ready for a crash course in retirement security? It's time to learn how fixed index annuities could be the missing piece in your financial puzzle. Wall Street doesn't want you to know about this. By understanding it, you can take control of your retirement destiny! Tune in and secure your financial future! (P.S. Bengals fans, we promise our financial advice is more accurate than our football b-roll. Unlike that mishap, we won't fumble your retirement!)   00:00 Introduction to Financial Resilience 00:41 Welcome to Wealth Wisdom Financial Podcast 01:19 Zooming in on Retirement Strategy 02:51 Understanding Fixed Index Annuities 04:46 The Importance of Annuities in Retirement 05:34 Real-Life Example: Bob and Sue 06:31 Commercial Break 07:25 Debunking Annuity Myths 08:35 Key Attributes of Good Annuities 10:56 Conclusion and Next Steps Watch on YouTube here: https://youtu.be/Sk-eu85GYiM  Links mentioned in the show: Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community

Are you tired of watching your hard-earned money crumble in the face of economic uncertainty?  Watch as we reveal the strategy that transformed our financial future - and it has nothing to do with the stock market rollercoaster. Prepare to have your perspective on financial planning flipped upside down. Are you ready to learn more about Bank on Yourself®? Forget about chasing the latest investment fads; this strategy is designed to help weather financial storms. Don't settle for a leaky financial foundation. Watch this episode to discover how you can take back control of your future.   00:00 Introduction to Financial Resilience 00:34 Welcome to Wealth Wisdom Financial Podcast 01:28 Understanding Financial Fortitude and Resilience 02:43 Personal Stories of Financial Challenges 04:14 Building Financial Resilience with Bank on Yourself 05:53 Our Journey with Bank on Yourself 08:07 Overcoming Financial Crises 10:56 Exploring the Benefits of Bank on Yourself 15:35 Conclusion and Next Steps   Links mentioned in the show: Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community Learn more about Bank On Yourself®: https://youtu.be/14kSzNqGWbM  

Have you ever wondered why some businesses thrive while others struggle? Or why being agile in today's economy is more crucial than ever? It's not random. Specific principles drive savvy entrepreneurs to stay ahead. Are your business strategies truly effective, or are you being held back by outdated financial wisdom? What if we told you that a single conversation could radically transform your approach to wealth building? (Spoiler alert: It did for hosts Brandon and Amanda!) Watch as Perry Marshall, a renowned business consultant, unveils game-changing insights. It's time to learn how the 80/20 rule, strategic thinking, and building excess capacity can revolutionize your business approach. Are you ready for a crash course in 21st century wealth wisdom? Tune in and unlock your true wealth-building potential!   00:00 Life-Changing Conversation with Perry Marshall 01:07 Introduction to Wealth Wisdom Financial Podcast 02:15 Meet Perry Marshall: From Audio Geek to Marketing Guru 10:19 The Power of 80/20 Principle in Business and Life 14:00 Navigating the Digital World: 90/10 and Beyond 17:35 The Agility Decade: Preparing for a Volatile Future 28:14 The Importance of Thinking and Deliberate Practice 32:47 Attracting the Right Audience 33:33 Critique of 'Think and Grow Rich' 34:08 The Iceberg Analogy 34:48 Mastermind Group Insights 36:55 Lessons from Google Ads and Infomercials 38:58 The Importance of Diversification 41:35 Break Glass in Case of Emergency 45:28 Financial Resilience and Agility 51:06 Final Thoughts and Encouragement   Watch on YouTube here: https://youtu.be/WKXbc3jHBBE    Links mentioned in the show: Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community Watch our previous episode about adaptability: https://youtu.be/UjCMEY_GNOo  GET THE BEST FROM PERRY MARSHALL HERE: https://www.perrymarshall.com/8020-book/   

Are you unwittingly falling for financial fads that could derail your wealth? What if we told you that some of history's brightest minds have been duped by financial manias? (Spoiler alert: Even Sir Isaac Newton wasn't immune!) Have you ever wondered how Ponzi schemes still manage to fool people? Or why seemingly rational investors get caught up in the dot-com frenzy? These aren't just isolated incidents - they're driven by timeless quirks in human psychology. From the South Sea Bubble of 1720 to the more recent Bitcoin boom, we're about to show you how understanding these historical patterns can help you make smarter financial decisions today. Tune in to learn how to spot red flags, diversify wisely, and implement strategies like Bank On Yourself. Don't let your brain sabotage your wealth - listen now and safeguard your financial future! 00:00 Newton's Financial Folly 00:58 Historical Financial Fads and Scams 03:15 Welcome to Wealth Wisdom Financial Podcast 07:37 Practical Tips to Avoid Financial Fads 15:52 Bank On Yourself: Scam or Strategy? 19:40 Conclusion and Final Thoughts   Links mentioned in the show: Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community   Watch on YouTube here: https://youtu.be/o8HBE5fe9D4 

Are your financial decisions truly your own, or are you being puppeteered by hidden psychological forces? What if we told you that your brain might be your biggest obstacle to financial success? (Spoiler alert: It probably is.) Watch as Amanda pulls back the curtain on behavioral economics. Have you ever wondered why you impulse-buy things you don't need? Or why you might feel tempted to sell all your stocks when the market takes a downturn? These aren't just random choices - they're driven by specific quirks in how our brains process financial information and risk.  Are you ready for this quick, but crucial, history lesson on behavioral economics? It's time to learn how these discoveries revolutionized our understanding of financial decision-making. Others use these discoveries to get you to do what they want. By learning them, you can take more control of your financial destiny! Tune in and take charge of your financial future!   00:00 Introduction: The Allure of Investment Opportunities 01:19 Welcome to Wealth Wisdom Financial Podcast 02:19 Meet Amanda Neely: Your Financial Psychology Guide 04:33 The Birth of Behavioral Economics 11:42 Cognitive Biases: The Hidden Forces in Financial Decisions 16:49 How Financial Advisors Exploit Biases 24:00 Join the Wealth Wisdom Financial Community 25:43 Conclusion: Outsmarting Financial Biases   Links mentioned in the show: Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community

Which is more important to being more financially responsible: (1) the daily expense or (2) the major financial decision? Is penny-pinching and skipping small treats the key to financial freedom? Or, could it be that, if you get large expenses figured out, you can let the small things take care of themselves? What if there's a middle ground with way less guilt and shame? Don't worry, this episode isn't "stop buying lattes and you could be a millionaire." Yet, there is real, eye-opening math and an approach to money where you can secure your financial dreams AND enjoy life's small pleasures along the way. Ready to take a moment to smell the roses (or maybe the rose-flavored, direct-trade latte from your locally-owned shop). Stop "frugal fatigue." Ask for that raise. Start that side hustle. You can make your financial journey worth living. In this episode, we hope you find more joy! Jump in now.   00:00 Introduction to 'Don't Sweat the Small Stuff' 00:27 The Latte Factor Explained 01:28 Welcome to Wealth Wisdom Financial Podcast 02:28 Personal Stories and Financial Lessons 03:42 Debunking Conspiracy Theories 05:37 Comparing Financial Decisions 13:39 Psychological Impact of Financial Choices 20:09 Conclusion and Final Thoughts   Links mentioned in the episode: Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call Watch on YouTube here: https://youtu.be/Q4Z7KD58PGo 

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

Are you intrigued by the hidden impact of fees on your retirement savings? Do you want to uncover the truth about compound interest's 'sneaky dark side'? Watch as Amanda and Brandon expose 5 key places where hidden fees might be lurking in your financial plans. They debunk the myths around compound interest and reveal how even small fees can devour a significant portion of your nest egg over time. Are you ready to learn about the real effects of fees on various financial strategies, including market investments, annuities, and whole-life insurance policies? It's time to take control of your financial future! This episode provides the insights you need to make informed decisions about your retirement savings. Don't let hidden fees silently erode your hard-earned wealth! Empower yourself with the knowledge to spot and minimize these sneaky costs, and set yourself on the path to a more secure financial future.   00:00 Introduction to Compound Interest 00:19 The Dark Side of Compounding 01:06 Welcome to Wealth Wisdom Financial Podcast 01:44 Understanding the Fee Apocalypse 03:24 Identifying Hidden Fees 04:13 Five Places to Find Fees 07:42 The Importance of Fee Awareness 08:50 Real-Life Fee Impact Examples 12:11 Calculating the True Cost of Fees 18:51 Analyzing 35 Years of Investment Returns 19:20 Impact of Fees on Investment Growth 22:34 Exploring Annuities as an Alternative 25:53 Whole Life Policy: A Different Approach 30:37 Final Thoughts and Summary   Watch on YouTube here: https://youtu.be/Xjvlf6NuvtA    Links mentioned in the episode: Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call Check the expense ratio of funds: https://tools.finra.org/fund_analyzer/ The reasons why 401ks are a scam: https://www.bankonyourself.com/six-reasons-401k-scam.html In-depth look at 401k fees: https://www.dol.gov/sites/dolgov/files/ebsa/about-ebsa/our-activities/resource-center/publications/a-look-at-401k-plan-fees.pdf Information on Retirement plans: https://www.dol.gov/general/topic/retirement/consumerinfpension

Are you curious about Infinite Banking? Do you want to sort the facts from fiction? Then watch as Amanda and Brandon address the 8 common misconceptions about the Infinite Banking concept. They debunk myths such as Infinite Banking being a get-rich-quick scheme, only for the wealthy, or a new and unproven concept. It's time to learn more about tax benefits, policy growth, and how Infinite Banking fits into a comprehensive financial plan! Whether skeptical or intrigued, this episode provides the clarity you need to make informed decisions about your personal and business finances. Don't let misinformation cloud your judgment and hold you back from financial freedom!    00:00 Welcome to Wealth Wisdom Financial Podcast 02:35 Common Misconceptions: Infinite Banking 03:25 Misconception 1: It's a Get Rich Quick Scheme 05:12 Misconception 2: It's the Same as Whole Life Insurance 06:41 Misconception 3: It's Only for the Wealthy 08:51 Misconception 4: It Replaces All Other Investments 10:01 Misconception 5: The Returns are Guaranteed 12:43 Misconception 6: It's Completely Tax-Free 14:42 Misconception 7: It's a New or Unproven Concept 16:14 Misconception 8: It Eliminates the Need for Traditional Banking 18:37 Conclusion and Next Steps   Links mentioned in the episode: Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call Check out our past episode about using banks for your convenience rather than theirs: https://youtu.be/aeBP8qtSFQ8

Do you ever wonder: How does the Infinite Banking concept fit into a comprehensive financial plan? Is it similar to or different from a traditional or a conventional financial method? How does it work with more conventional methods? Who does it work best for? How much should someone put into their policy? Join Amanda Neely, CFP® as she answers these 5 questions generated by AI on how and how NOT to incorporate high-cash-value, dividend-paying whole life insurance into a financial plan. Yes, there's even a mention of Gandalf! 00:00 Welcome to Wealth Wisdom Financial Podcast 03:15 The Importance of Assumptions in Financial Planning 06:08 Traditional vs. Conventional Financial Planning 08:51 Integrating Infinite Banking with Other Strategies 10:55 Who Benefits Most from Infinite Banking? 14:55 Opportunity Costs and Financial Decision Making 19:15 Personal Experiences with Infinite Banking   Links mentioned in the episode: Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call   Watch on YouTube here: https://youtu.be/nkcY_oZoYQE 

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! 

In this episode of the United States of Small Business podcast, host John Quick sits down with Brandon Neely, a serial entrepreneur and financial strategist. Brandon, along with his wife Amanda, transformed their financial struggles into success after running a coffee shop in Chicago's South Loop. Now, as co-hosts of the Wealth Wisdom Financial Podcast, they help business owners implement smart financial strategies. Join us as Brandon shares his journey, the importance of putting Profit First, and practical advice on building a secure financial future for your business. This episode is packed with insights and strategies that every business owner needs to hear. Don't miss it! Check him out here:  https://www.wealthwisdomfp.com/report --- Send in a voice message: https://podcasters.spotify.com/pod/show/usofsmallbusiness/message Support this podcast: https://podcasters.spotify.com/pod/show/usofsmallbusiness/support

“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.  

In this episode of The Play Big Faster Podcast, we dive into the realm of financial wisdom with Brandon Neely, Co-Founder and CEO of Wealth Wisdom Financial and a seasoned Financial Advisor. Brandon unpacks the essence of wealth and offers strategic approaches to debt management. He clarifies various compensation models for financial advisors and sets realistic expectations for the level of effort involved. We also explore impactful financial strategies like the Profit First and Bank on Yourself principles, as well as distinguishing between good and bad debt. Additionally, Brandon introduces his latest venture, "Five Smooth Stones: A Financial Centering Journal," a 12-week guide to building a robust financial framework adaptable to all stages of life. Don't miss out on this opportunity to enhance your financial literacy and grab a copy of Brandon Neely's transformative journal.  Alright, change-makers, it's time to stoke the flames of your entrepreneurial spirit! Grab your notepad, let's dive in, and immerse ourselves in the dynamic world of startups and forward-thinking leaders. If you're finding these conversations as invigorating as we are, here's how you can be a catalyst for our mission. Take a moment to rate and review The Play Big Faster Podcast. Your feedback is the heartbeat of our journey, propelling us to empower more individuals like you to conquer new horizons and build the business they've always envisioned. Just make a simple tap on the episode link, scroll down, and sprinkle those five stars. And don't forget to let us know what's lighting up your entrepreneurial path! And if you haven't already, give that 'Follow' button a resounding click. We've got a treasure trove of bonus content eagerly awaiting you, and you wouldn't want to miss out. Your follow ensures you're at the forefront of the movement, soaking up all the insider insights and entrepreneurial wisdom we're sending your way. Hit that 'Follow' button now! Cheers to being a pivotal part of this extraordinary journey. Together, we're reshaping the landscape of entrepreneurship, one episode at a time!  For more information, visit Brandon's website at https://www.wealthwisdomfp.com.

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, LLC from 2008 through 2018. Now, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and couples and profitability strategies for businesses. Business owners: Brandon and his wife have been in your shoes! Brandon Neely and Audrey Wiggins chopped it up on various topics related to business ownership, financial planning, and personal goals. Brandon discussed the challenges and lessons learned from starting and selling a coffee shop business, and the interconnectedness of financial planning, business ownership, and personal goals.Brandon stressed the importance of taking control of one's finances and making deliberate actions to achieve desired results. He introduced the Ten Ten Ten Savings Rule, which involves saving 10% of income in long-term, medium-term, and short-term accounts. They also talked about the importance of having a giving heart and mentioned that they give 10% of their income to God.They emphasized the need to make more income and lower expenses to increase wealth and the importance of taking care of oneself and having an emergency fund. Overall, the chop was informative and provided valuable insights into various aspects of business ownership and financial planning.Download their Special Report to help you SECURE your financial future outside a W-2 in 5 simple steps! Visit: https://www.wealthwisdomfp.com/reportBuzzsprout - Let's get your podcast launched! Start for FREEDesignrr Get Instant Transcripts from your Podcast, Video, or Webinar Riverside.fm Professional Remote Content Creation StudioAltogether Domains, Hosting and More Bringing your business online - domain names, web design, branded email, security, hosting and more.Digital Business Cards Let's speed up your follow up. Get a digital business card.Small Business Legal Services Your Small Business Legal Plan can help with any business legal matter.Get Quality Podcast Guests Now Keep your podcast schedule filled with quality guests from PodMatch.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showPlease Rate & ReviewVisit Altogether Marketing LLC

Hey guys, today I have brought the owner of Wealth Wisdom, Financial Partners and the host of the Wealth Wisdom Financial Podcast to talk to you guys. Please welcome to the show, Brandon Neely. We are going to talk about a subject that often gets ignored by all of you. All because you're so good at making money. The subject is going to be keeping money.Follow Brandon on LinkedIn & his website.Listen to his podcast here.

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

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.

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.

Amanda Neely is a successful financial planner who has lifted herself out of generational poverty through entrepreneurship. She credits the wisdom known for generations to getting herself and clients to wealth among tumultuous times. After listening to Amanda on this show, make sure you subscribe to her youtube channel, listen to the Wealth Wisdom Financial Podcast and connect with her personally through a call. --- Support this podcast: https://anchor.fm/betterself/support

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

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 

Brandon Neely is an experienced entrepreneur and dedicated financial planner who runs the Wealth Wisdom Financial Podcast with his wife and business partner, Amanda.After a difficult and emotional second year of running a coffee shop business, Brandon and Amanda started their foray into dedicated financial planning. This led them to Profit First and applying its principles in both their business and personal finances.In this episode, Brandon shares his insight on the importance of valuing your work and your worth, and why you should start implementing Profit First into your life.Key Takeaways:[00:46] Brandon Neely and Profit First[03:26] The Struggles Brandon Experienced During His Journey[07:12] On People Devaluing Their Work and Not Paying Themselves[11:11] The Infinite Banking System [16:05] On Passing on Profit First Principles[20:40] On Lessons Learned After His Hardest Year [22:52] The Effect of Money[26:28] The Importance of Quality Questions[22:44] His Advice for the Real Estate CommunityQuotes:[06:30] “We need to start paying ourselves…as a business owner, we weren't the only ones dealing with this not paying ourselves. It is like a plague.”[07:54] “We devalue our own efforts or works…I think that sometimes, we don't realize that we need to [stop doing] that.”[15:28] “It's just thinking about where you put your money so it can multiply.”[23:18] “What are your goals?...The hard part is most people have not actually thought about them, or talked to their spouse about that.”Connect with Brandon: Still Method- stillmethod.comProfit First Real Estate Investors FB Group-https://m.facebook.com/groups/ProfitFirstREI/ Simple CFO-https://simplecfo.com/ Tired of living deal to deal? If you are a real estate investor or business owner who is tired of living deal to deal, and want to double your profits, head over here to book your no-obligation discovery call with me. Either myself or someone from my team will hop on a short call with you to get clear on your business goals, remove any obstacles holding you back, and map out a game plan to help you finally start keeping more of the money you work so hard to make. - David 

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

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

Brandon Neely is here. He's an entrepreneur and he's got a thing, Profit First and Bank on Yourself. I got to get him to define all this stuff because he's got a lot of cool stuff going on. And he's the cohost of the Wealth Wisdom Financial Podcast with his wife Amanda, and they founded and managed Overflow Cafe Coffee Bar. And now they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for business. Screw The Commute Podcast Show Notes Episode 605 How To Automate Your Business - https://screwthecommute.com/automatefree/ Internet Marketing Training Center - https://imtcva.org/ Higher Education Webinar – https://screwthecommute.com/webinars See Tom's Stuff – https://linktr.ee/antionandassociates 02:09 Tom's introduction to Brandon Neely 04:16 Selling coffee as a data analyst guy 07:35 Creating "Ethical" coffee 12:49 Store falling apart and having a baby 18:15 Pivoting into the financial world 21:44 Budgeting vs Cash Flow Management 24:52 The STILL method 30:05 Sponsor message 32:25 A typical day for Brandon Entrepreneurial Resources Mentioned in This Podcast Higher Education Webinar - https://screwthecommute.com/webinars Screw The Commute - https://screwthecommute.com/ Screw The Commute Podcast App - https://screwthecommute.com/app/ College Ripoff Quiz - https://imtcva.org/quiz Know a young person for our Youth Episode Series? Send an email to Tom! - orders@antion.com Have a Roku box? Find Tom's Public Speaking Channel there! - https://channelstore.roku.com/details/267358/the-public-speaking-channel How To Automate Your Business - https://screwthecommute.com/automatefree/ Internet Marketing Retreat and Joint Venture Program - https://greatinternetmarketingtraining.com/ KickStartCart - http://www.kickstartcart.com/ Copywriting901 - https://copywriting901.com/ Disabilities Page - https://imtcva.org/disabilities/ STILL Method website - https://stillmethod.com/ Wealth Wisdom Financial podcast on YouTube - https://www.youtube.com/c/GrandmasWealthWisdom Wealth Wisdom Financial on Apple Podcasts - https://podcasts.apple.com/us/podcast/wealth-wisdom-financial-podcast/id1430092759 Email Brandon: brandon@grandmaswealthwisdom.com Email Tom: Tom@ScrewTheCommute.com Internet Marketing Training Center - https://imtcva.org/ Related Episodes Christian D Evans - https://screwthecommute.com/604/ More Entrepreneurial Resources for Home Based Business, Lifestyle Business, Passive Income, Professional Speaking and Online Business I discovered a great new headline / subject line / subheading generator that will actually analyze which headlines and subject lines are best for your market. I negotiated a deal with the developer of this revolutionary and inexpensive software. Oh, and it's good on Mac and PC. Go here: http://jvz1.com/c/41743/183906 The Wordpress Ecourse. Learn how to Make World Class Websites for $20 or less. https://screwthecommute.com/wordpressecourse/ Join our Private Facebook Group! One week trial for only a buck and then $37 a month, or save a ton with one payment of $297 for a year. Click the image to see all the details and sign up or go to https://www.greatinternetmarketing.com/screwthecommute/ After you sign up, check your email for instructions on getting in the group.

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:

Amanda Neely and her husband, Brandon, opened Overflow Coffee Bar, LCC in 2011 as a social enterprise focused on achieving a social mission prior to making a profit. Amanda loves creatively solving the challenges inherent to growing and starting a business and enjoys sharing her experiential knowledge as a certified life and business coach. Together with her husband, they adopted a new financial strategy through Grandma's Wealth Wisdom, and after seeing the difference that Bank on Yourself® made in their own lives, they have shared the strategy and worked with sensible individuals who want to develop a personalized financial plan for goals like getting out of debt quickly, for saving for big expenses, and for taking advantage of life's opportunities... all in 1 financial product.   [00:01 - 05:02] Opening Segment Get to know Amanda Neely Amanda is out to make a positive difference in the world Making money work for you to create a bigger impact   [05:03 - 15:01] How to Turn a Faltering Business into Profit  Opening a Coffee Shop with DebtTwo broke 25-year-olds and internships for training 2 Years on the Rocks and a Sudden Revolution Critical Strategies and Systems Every Business Owner Has to Know How You Can Pay Yourself First Rather than Last   [15:02 - 23:43] Goodbye Debt, Hello Profit! The Story of How Amanda and Her Husband Became Financial Professionals Amanda talks about the concept of profit first How to Suck Less Tomorrow than You do Today Say hello to new people!   [23:44 - 31:54] Closing Segment Quick break for our sponsorsGroundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started. What is the best investment you've ever made other than your education?“Investing in myself, rather than just in my business” Amanda's worst investmentCompany with the infinite banking concept  What is the most important lesson that you've learned in business and investing?“Do what is good for you.”   Connect with Amanda Neely through Instagram and LinkedIn.  Visit Grandma's Wealth Wisdom and breakthrough to financial independence and kiss financial uncertainty goodbye.  Take a listen to Wealth Wisdom Financial Podcast with the Neelys, live long, and profit.     Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/ Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms.  Join our Passive Investor Club for access to passive commercial real estate investment opportunities. LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes                      Tweetable Quotes: “One of the things that is overlooked a lot when we look at profit first is this idea of 1% adjustments.” - Amanda Neely “Let's all try to suck less tomorrow than we do today.” - Amanda Neely “The fun came in bringing other people around us.” - Amanda Neely