Welcome to the Money Flow Genie Podcast — today I’m joined by Brandon Neely, CEO and co-owner of Wealth Financial, published author, and co-host of the Wealth Financial podcast. Brandon and his wife Amanda turned a small coffee shop into a life-changing financial strategy using the Bank-On-Yourself / Infinite Banking concept — and today he shares exactly how they did it.
In this episode we dig into:
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How Brandon and Amanda went from owning a coffee shop to owning their financial system.
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The real mechanics of whole-life cash policies and how to use them as a private bank.
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Practical examples: borrowing from your policy, funding other people’s fix-and-flips, and creating personal liquidity.
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Why mentorship, implementation, and protecting your greatest asset (you) are central to long-term freedom.
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How to evaluate financial strategies and avoid the noise on social media.
If you’ve ever wondered whether “being your own bank” is real — Brandon’s story and examples will show you it can be. This episode will give you both the mindset and tactical ideas to explore this strategy responsibly.
✨ You are your own genie. Let’s put your plan into motion.
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