Wealth Wisdom Financial Podcast

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 in...

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...

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...

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 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...

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 t...

Curious why Infinite Banking is becoming more and more popular? Ready to learn more about Infinite Banking? Join our in-house Authorized IBC Practitioner Brandon Neely as he tackles burning questions about this trending financial strategy. Questions Include: ▶︎ Why is Infinite Banking gaining massive popularity? ▶︎ How is it stacking up against traditional savings methods? ▶︎ How can you know the...

What's better than two Bank On Yourself Professionals helping you understand financial freedom? Obviously, it's FIVE of them to learn from. Brandon, Ben, Sarry, Chris, and Ryan are here to tell us how they achieved financial freedom and why they want to help you get there too. This candid conversation helps you understand the importance of generational wealth, how to create a financial foundation...

What's the worst thing that can happen to a parent? To lose their child. During this time it's important to be financially strong, especially when other children are mourning along with the parents. You might learn some useful money lessons from this experience. We hope you never lose a child. Here's your chance to hear James' story and learn through his experience. James shares his life and finan...

What part of the movie is your favorite? What does your answer reveal about your money story?   You might like the opening where the goals are set. You might like the climax where it's most dramatic. You might love a good ending.   On your money journey, each stage is critical but how do you make sure the ending is good?   Trigger Warning: We talk about faith in this episode but in an interfaith,...

How do you make your investment decisions? Imagine this: 75% of a certain group of investors make their choices based on what their preferred app shows. That's a staggering number, right? Now, let's talk about Tony. He's a young man who faced significant financial struggles because he was isolated and didn't have the support he needed. Tony's story underscores the importance of not going it alone...

You know the value of ownership. America's founding fathers saw private property as a cornerstone of our society and democracy. Still today, many value owning their home mortgage-free. They see no mortgage payment as a requirement for a happy retirement.   But, what really is ownership? What can you truly own? The answers might surprise you. For example, you may own the title to something. Yet, if...

How does legislation enacted in 1933 impact your life today?   Does that influence get bigger or smaller if you hear that legislation was repealed in 1999?   The truth is this one piece of regulation has dramatic repercussions on how you approach creating the financial future you want.   As they say, those who do not learn from history are doomed to repeat it. Are we repeating one of the biggest m...

It's no secret that banks dominate both personal and business finance.   Yet, the realities of fractional reserves and how bankers really think about debt might surprise you. For example, have you ever heard of Marriner Eccles?   What if there was an alternative? What if that alternative put more power into the hands of everyday Americans?   Want more control over your financial future? Ready to u...

Compound interest is a misunderstood concept. From misattributed quotes to downright inaccurate ideas.   Listen to hear the parable of two builders tasked with constructing a pyramid. One builder rushes in and struggles with the physical task. The other takes time to plan and make micro-adjustments, achieving success more efficiently. This story serves as a metaphor for the power of uninterrupted...

You've been told to diversify your portfolio but how can you tell if you're diversified enough? Does conventional thinking like the Rule of 100 or using ETFs work in 2024? What about Target Date Funds?   In this episode, we reveal what conventional thinking is missing. The stat we share about Target Date Funds is one of the most surprising. Be sure you don't miss it.   We live in a globalized worl...

Are you the kind of person known for juggling numerous tasks like a boss? Yet, internally you struggle with the chaos of busyness. You might have heard about adopting mono-tasking to help discover clarity and peace. Could mono-tasking have the same impact on your financial journey? Could financial focus bring clarity and peace amid money chaos and busyness? If you want to build a strong financial...

You have bad habits. We have bad habits. We're not here to judge. There comes a time in your life when you feel a compulsion to change a bad habit. Maybe you're in one of those times right now. If you don't act right away, that feeling goes away quickly only to resurface later without any change. Get ready to be inspired by Emily's story. She's a young woman on a journey of self-discovery and tran...

How do you like your adventures? On the edge? Only a little risk? Close to home? Far away? With family and friends? All on your own? Active? Relaxing? Financial? What??? Financial? Yes, financial adventures can be the best! Tired of cookie-cutter, done-for-you money management that doesn't fit you unique goals and dreams? Join us for the adventure of a lifetime. Literally!   00:00 Lily's Financial...

Have you ever experienced the harsh reality of Parkinson's Law? Maybe it was in college where you crammed the night before a test when you could've been studying all semester. Maybe you experienced it when you had a work deadline that got moved up and you still got the project completed in time. Have you ever tried using Parkinson's Law to build wealth? Don't miss this episode for inspiration to u...

What do you do first when you wake up in the morning? What do you do  first when you start your work day? What do you do  first when you receive money? The answers to these questions reveal a lot about our hearts. In this episode, we reveal 3 positive results we saw when we changed what we do  first when we receive money. Want to transform your money story? What if you started with what you do  fi...

Recently, Brandon added "An Authorized Infinite Banking Practitioner" to his status as a Bank On Yourself® Professional. Here's proof: https://infinitebanking.org/agents/neely758 . Who better to share their perspective on what BOTH Bank On Yourself AND Infinite Banking bring to bettering your financial future? As Brandon shares in the episode, we don't want to be so much  AGAINST anything or anyon...

Why are people of all ages so stressed about money? Is it because we're all screwed? Is it because of all the negativity that helps social media posts and news articles get clicks?   Which financial services firm would you rather work with? (1) Head in the Sand Financial Services - "We deliberately refuse to accept the truth just like you." OR (2) Head in the Clouds Financial Services - "We have l...

Are you a 'HENRY' - High Earner Not Yet Rich? Some, despite earning six figures, still live paycheck to paycheck. There are too many potential causes. There's inflation, student loans, and pressures amplified by social media! Might the banking system or conventional financial strategies be to blame? Here's your chance to redefine 'HENRY' and get off the struggle bus. It's all about flipping the sc...

This episode addresses the six common financial 'fires' or challenges that can potentially derail one's financial well-being. These 6 fires are (1) liquidity needs, (2) long-term disability, (3) loss of life, (4) long-term care, (5) longevity, and (6) legal liability. Get your fire extinguishers ready BEFORE one of these fires hits you or your family! Join your hosts and special guest Mark Willis,...