by Brandon Neely and Amanda Neely, CFP®
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.
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🇺🇲
Publishing Since
10/22/2021
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April 30, 2025
<p><strong>Are you throwing money away each month and working extra hours just to pay interest?</strong></p> <p>The average American pays $8,000 per year in interest alone. That's $667 every month! But the real cost isn't just the dollars—it's the extra hours you work to pay those bills.</p> <p>In this eye-opening episode, we expose five dangerous debt myths that could be forcing you to work harder than necessary:</p> <ul> <li>Why making minimum payments on credit cards could keep you in debt for 22+ years</li> <li>The hidden trap in Parent PLUS loans that could delay your retirement</li> <li>When NOT touching your home equity is actually costing you money</li> <li>The surprising truth about reverse mortgages (they're not always bad!)</li> <li>Why "all debt is bad" thinking might be limiting your wealth-building potential</li> </ul> <p><strong>Key Quote</strong>: "I realized I was working for my debt instead of having my debt work for me. Once I understood the difference between productive and destructive debt, everything changed."</p> <p>Whether you're carrying credit card balances, considering college funding options, or wondering about your mortgage, this episode will help you identify which debts are holding you back and which might actually help you build wealth—allowing you to work less while achieving better financial outcomes.</p> <p>Ready to rethink your relationship with debt? Connect with us for a complimentary debt strategy session at <a href= "http://wealthwisdomfp.com/call" target="_blank" rel= "noopener">wealthwisdomfp.com/call</a></p> <p> </p> <p>01:24 Meet the Team</p> <p>02:41 The Cost of Debt in America</p> <p>07:32 Debt Myth #1: Credit Card Minimum Payments</p> <p>14:58 Debt Myth #2: Parent Plus Loans</p> <p>25:59 Debt Myth #3: Mortgage Rates and Home Equity</p> <p>29:48 Exploring Home Equity Loans</p> <p>30:08 Comparing Interest Rates and Savings</p> <p>30:56 Understanding Home Equity Loan Payments</p> <p>32:41 The Concept of Home Equity Loans</p> <p>36:31 Reverse Mortgages: Pros and Cons</p> <p>45:12 Evaluating 401k Loans</p> <p>48:36 Good Debt vs. Bad Debt</p> <p>53:12 Bank on Yourself Policy Loans</p> <p>55:17 Wrapping Up and Final Thoughts</p> <p> </p> <p>Watch on YouTube here: <a href= "https://youtu.be/owG5LW26xlo">https://youtu.be/owG5LW26xlo</a> </p>
April 23, 2025
<p dir="ltr">Is your business taking over your life?</p> <p dir="ltr">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.</p> <p dir="ltr">Learn five simple ways to blend work and life better:</p> <ul> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Link your business to what matters most to you</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Be more than just a business owner</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Work when your energy is highest</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Set clear rules for using technology</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Build personal wealth through your business</p> </li> </ul> <p dir="ltr">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.</p> <p dir="ltr">Key Quote: "Work-life integration creates a system where your business and personal life support each other, not compete."</p> <p dir="ltr">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.</p> <p dir="ltr">Get our "Integration Blueprint" in the Wealth Wisdom Financial Community: <a href= "http://wealthwisdomfp.com/community">wealthwisdomfp.com/community</a></p> <div class="py-2 px-3 gap-3 stack"> <div class="stack gap-1"><span class= "text-grey-800 label-1-regular Text-module--dTnC1C">00:00 Introduction to Sophia's Story</span></div> <div class="stack gap-1"><span class= "text-grey-800 label-1-regular Text-module--dTnC1C">00:52 Welcome to Wealth Wisdom Financial Podcast</span></div> <div class="stack gap-1"><span class= "text-grey-800 label-1-regular Text-module--dTnC1C">01:32 The Concept of Work-Life Integration</span></div> <div class="stack gap-1"><span class= "text-grey-800 label-1-regular Text-module--dTnC1C">02:26 Mindset Shift: From Balance to Integration</span></div> <div class="stack gap-1"><span class= "text-grey-800 label-1-regular Text-module--dTnC1C">06:39 Core Practices for Work-Life Integration</span></div> <div class="stack gap-1"><span class= "text-grey-800 label-1-regular Text-module--dTnC1C">07:04 Purpose Alignment</span></div> <div class="stack gap-1"><span class= "text-grey-800 label-1-regular Text-module--dTnC1C">07:41 Identity Expansion</span></div> <div class="stack gap-1"><span class= "text-grey-800 label-1-regular Text-module--dTnC1C">09:12 Energy Management</span></div> <div class="stack gap-1"><span class= "text-grey-800 label-1-regular Text-module--dTnC1C">10:57 Technology Boundaries</span></div> <div class="stack gap-1"><span class= "text-grey-800 label-1-regular Text-module--dTnC1C">12:57 Financial Integration</span></div> <div class="stack gap-1"><span class= "text-grey-800 label-1-regular Text-module--dTnC1C">15:27 Addressing Common Objections</span></div> <div class="stack gap-1"><span class= "text-grey-800 label-1-regular Text-module--dTnC1C">21:51 Conclusion and Call to Action</span></div> </div> <div class= "sticky right-0 p-2 z-1 row justify-end transition-opacity AiActions-module--pTHKXZ"> <div class="IconButton-module--RuUKvt"> </div> <div class="IconButton-module--RuUKvt">Watch on YouTube: <a href= "https://youtu.be/BtfKGk_UdHg">https://youtu.be/BtfKGk_UdHg</a> </div> </div>
April 16, 2025
<p dir="ltr">Are you working harder than ever but feeling stuck at the same income level?</p> <p dir="ltr">The number one problem holding back most entrepreneurs is the inability to delegate effectively.</p> <p dir="ltr">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."</p> <p dir="ltr">One year later, his team handles 90% of client work while he works just 30 hours weekly—and profits are up 40%.</p> <p dir="ltr">Discover the Time-Money Matrix framework that will transform how you think about delegation:</p> <ul> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">How to identify which tasks you must keep and which you should delegate first</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Why the "it's faster to do it myself" mindset is actually costing you thousands</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The surprising reason many "delegation disasters" happen (and how to prevent them)</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Why delegating high-value tasks is BETTER for your business than doing them yourself</p> </li> </ul> <p dir="ltr">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.</p> <p dir="ltr">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."</p> <p dir="ltr">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.</p> <p dir="ltr">Get our complete "Delegation Starter Kit" in the Wealth Wisdom Financial Community today: <a href= "http://wealthwisdomfp.com/community">wealthwisdomfp.com/community</a></p> <p>00:00 Are You the Bottleneck in Your Business?</p> <p>00:05 Meet James: A Case Study in Delegation</p> <p>01:19 Welcome to Wealth Wisdom Financial Podcast</p> <p>01:57 The Delegation Dilemma</p> <p>04:15 Introducing the Time Money Matrix</p> <p>05:39 Delegation Quadrants Explained</p> <p>09:07 The Control Freak Zone</p> <p>10:32 Financial Planning: What Not to Delegate</p> <p>13:01 Real-Life Delegation Success Stories</p> <p>19:37 The Life Time Money Matrix</p> <p>24:37 Final Thoughts on Delegation and Financial Freedom</p> <p> </p> <p>Watch On YouTube Here: <a href= "https://youtu.be/8YAVMKaWcy0">https://youtu.be/8YAVMKaWcy0</a> </p>
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