Wealth Wisdom Financial Podcast

This is the last episode of the Wealth Wisdom Financial podcast. And it's exactly the right place to end. Amanda and Brandon have been doing this since 2017 — longer, if you count the coffee shop days. Grandma's Wealth Wisdom. Business Activist Entrepreneur. Wealth Wisdom Financial. Every name got closer. None of them quite said it. In this episode, they tell the full story: a bus ride in Nicaragu...

The Wealth Wisdom Financial Podcast is evolving into Live Counterflow , and this episode sets the tone for what's ahead.   Brandon sits down with entrepreneur, TEDx speaker, and mastermind leader Jason Duncan to talk about building a business that creates freedom — not a prison.   After losing his teaching job in 2010, Jason launched a business out of necessity. Within four years, he became asset-...

What if wealth isn't about the product you choose, but the mindset you bring before you choose it?   In this Live Counterflow interview, Brandon sits down with Bob Regnerus, a coach, strategist, and long-time contributor in the Perry Marshall ecosystem, to explore why most financial and business strategies fail without alignment, conviction, and self-awareness.   Bob shares insights from over 30 y...

In this episode of the Wealth Wisdom Financial Podcast , we're joined by Jason Petro , a Certified Profit First Professional and seasoned entrepreneur with over 20 years of experience as a small business owner .   Jason is one of the founding owners of the Profit First App , developed in partnership with Mike Michalowicz , author of Profit First . Having implemented the system in his own businesse...

What do you do when the thing you've been building needs room to become something bigger?   Most people barrel into January with fresh goals, new planners, and that familiar pressure to start strong. But what if the bravest thing you could do right now is... pause? This isn't a farewell episode. It's a pivot point. In this final episode of the year, Brandon and Amanda share something they've been...

What if the real problem isn't your work ethic? What if it's that nobody ever taught you how to run a profitable business?   You went into business to make a difference. To take care of your family. To build something that matters. But somewhere along the way, the dream turned into a grind. You're exhausted, stretched thin, and wondering why success still feels so far away.   Sound familiar?   Nee...

What If Everything You've Been Told About Building Wealth Is Wrong? Have you ever wondered why the financial industry treats entrepreneurs like they should act like employees? Save for retirement. Max out your 401(k). Lock your money away for 30 years. That advice might work for someone with a steady paycheck and a pension. But for business owners? It's a recipe for disaster. In Part 2 of our conv...

What happens when your dream business nearly destroys you, and then teaches you everything you needed to know about money?   We don't usually talk about this. The early days. The subway rides hauling coffee beans across Chicago. The polar vortex brought us to the edge of bankruptcy. The moment we realized we'd been doing money completely wrong.   But Perry asked us to get real. So we did.   In Par...

What Happens When You Stop Juggling Spaghetti and Start Planning Profit? Have you ever felt like your business is just spaghetti thrown against a wall? You're spinning plates, putting out fires, and wondering which pieces will stick. Joseph Cadavos knows that feeling. With a real estate business closing 90-110 transactions a year, a wife running a med spa an hour away, and three school-aged kids,...

Are you trying to buy your way to financial peace? It's Black Friday season, and every ad promises the same thing: relief. This course will fix your business. This software will organize everything. This planner will finally make you consistent. But here's what nobody's telling you: confidence isn't a product you can purchase. In this no-BS episode, Brandon cuts through the holiday shopping noise...

What if the guilt and shame around money isn't a character flaw, but a nervous system pattern you can actually change? If you've ever felt like you're "doing everything right" but still can't shake the money anxiety… if you've secretly resented your business while feeling guilty for that resentment… or if you've hit financial goals only to feel exhausted instead of excited… then, this episode will...

Does practicing gratitude ever leave you feeling more anxious than at peace? If being thankful isn't magically fixing your finances, this episode is for you. Tune in as Amanda gently exposes the myth of "gratitude fixes everything" and reveals what it really takes to find calm, clarity, and confidence with money. Discover: Why your financial stress isn't a moral failing (and what's actually going...

Do you ever feel like you're doing everything "right" in your business - clients are happy, revenue is growing - but you still feel behind and anxious? In this raw, real episode, Brandon digs into the hidden systems silently running your financial life and sabotaging your peace. If hustling harder isn't working, this will be a game-changer. Discover: The secret biological wiring keeping you stuck...

Too many small business owners feel guilty about making money. But what if profit isn't the problem ... but the solution?   In this powerful episode, Brandon exposes the cultural lie that's keeping too many purpose-driven entrepreneurs broke, burned out, and secretly ashamed of their success.   You'll discover: Why profit is actually the fuel for your purpose (not the enemy of it) How your profita...

What if the financial stress you feel isn't because you're bad with money… but because you're living inside a broken model? In this episode, Amanda exposes why the traditional financial system was never designed for entrepreneurs like you, and what to do instead. You'll discover: Why the "park your money for 40 years" model fails business owners (and what actually works) The surprising data on why...

What if every budget you've ever "failed" wasn't your fault at all? Here's the truth they don't want you to know: Your budget isn't broken. Your willpower isn't weak. Your body is literally hijacking your financial decisions to protect you from perceived danger. In this episode, Brandon exposes the invisible force that's been sabotaging even the smartest, most capable people... and it has nothing...

What if every budget you've ever "failed" wasn't your fault at all?   Here's the truth they don't want you to know: Your budget isn't broken. Your willpower isn't weak. Your body is literally hijacking your financial decisions to protect you from perceived danger.   In this episode, Amanda exposes the invisible force that's been sabotaging even the smartest, most capable people ... and it has noth...

👉 Feeling stuck in the grind of running your business? You're not alone.    In this episode, Brandon sits down with Justin Lund, entrepreneur, operator, and the brains behind Propel, to talk about what it really takes to scale without sacrificing your sanity.   Justin's story isn't your typical business bio. He's built companies, sold them, lost tens of millions in a legal storm, and came back st...

In this episode, Brandon Neely sits down with estate planning and probate attorney Paul Deloughery to explore the deeper meaning behind inheritance, legacy, and wealth transfer. You'll hear Paul share eye-opening insights on why some families flourish after inheriting wealth, while others fall apart. The conversation goes beyond wills and trusts to uncover how estate planning is really about prote...

In this episode, Brandon Neely sits down with David C. Barnett, a small business transaction expert, consultant, and author of The Business Fortress . With decades of experience helping entrepreneurs buy, sell, finance, and strengthen their companies, David brings a wealth of wisdom about what makes a business resilient versus fragile. The conversation follows David's journey from his early busine...

In this episode of the Wealth Wisdom Financial Podcast , host Brandon Neely welcomes "The Banking Bros" Jeremiah and Jonah, two real-life brothers bringing fresh perspective and family-rooted wisdom to the world of Infinite Banking.   The conversation traces their unique paths from traditional banking and ministry into becoming passionate advocates for the Infinite Banking Concept (IBC). Along the...

What does it take to pivot from a collapsing business model into a thriving, future-proof venture? Sisters Palmy and Nancy know this story firsthand.   In this episode of the Wealth Wisdom Financial Channel, host Brandon Neely sits down with the duo who transformed a $2,000 fashion startup into a $4 million company, only to reinvent themselves again after losing their biggest client. Instead of le...

In this episode of the Wealth Wisdom Financial Podcast , Brandon Neely sits down with Ron Saharyan, Co-Founder and Managing Partner of Profit First Professionals, to talk about the heart of small business success, cash flow, profit, and building a business that works for you instead of draining you.   Ron has over 20 years of experience in scaling organizations, from running companies in the staff...

In This Episode of the Wealth Wisdom Financial Podcast, host Brandon Neely sits down with Bruce Wehner, Chief Cash Flow Strategist at e3 Wealth and co-host of The Money Advantage Podcast . With decades of experience in education, entrepreneurship, and advanced wealth strategies, Bruce brings a rare blend of real-world grit and financial acumen to the table.   From running a trapping business in hi...

In this episode of the Wealth Wisdom Financial Podcast, host Brandon Neely sits down with Mickey Curd, a seasoned healthcare operations leader turned full-time real estate investor. After 25 years in logistics and support services for hospitals across the Midwest, Mickey made the bold leap in 2024, leaving his W-2 behind to focus fully on real estate. But this wasn't a jump without a parachute. Mi...