Wealth Wisdom Financial Podcast

Wealth 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.

Episodes

August 6, 2025 47 mins

Think you know how money works? Think again.

 

In this episode of the Wealth Wisdom Financial podcast, Brandon sits down with Grant Thompson, a financial strategist with 30+ years of boots-on-the-ground experience and a fierce passion for flipping the traditional money script.

 

Grant, a partner at Thompson & Thurman in Amarillo, TX, unpacks the Infinite Banking Concept and how he’s helped clients, from business owners to families,...

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What if curiosity wasn’t just a nice to have, but a key ingredient in building lasting wealth and healthy leadership?

 

In this powerful episode, we sit down with Carl Lubbe, founder of Curiosity Coach, who helps leaders harness emotional intelligence, communication skills, and team clarity to unlock both financial and emotional wealth.

 

From his early days as a touring musician to becoming a sought-after consultant for growth-min...

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July 23, 2025 41 mins

In this episode, Brandon sits down with Jake, a serial entrepreneur and the visionary co-founder of Gathering the Kings, a powerful mastermind community built for entrepreneurs, by entrepreneurs.

 

Together, they dive deep into what it really means to succeed, not just in business, but in every area of life.

 

Jake is more than a business builder; he’s a leader who be...

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Best of the Best: Essential Business & Life Lessons from Our Top Episodes (Jan–May)

 

This power-packed episode brings you the greatest hits—the most insightful, practical, and transformative advice—from every conversation we had between January and May. If you’re an entrepreneur striving for more than just profits, this one's your goldmine. 💰💡

 

We dive deep into w...

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What if retirement planning didn't have to feel like gambling with your future? What if you could build a strategy that actually works for business owners who understand cash flow better than anyone?

In this powerful live episode, Brandon and Amanda team up with Mark Willis, CFP®, Evan Greathouse, and Kristi Duncan to challenge everything you think you know about "safe" retirement planning.

We...

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What if this July wasn't just about celebrating freedom from a king 249 years ago... but about declaring your own freedom from financial stress today?

In this powerful mid-year episode, we're challenging you to write your own Declaration of Financial Independence. Whether you're a business owner tired of cash flow rollercoasters or an investor ready to take control of your wealth-building strategy, this ep...

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What happens when economic chaos hits, but you're financially trapped by your own "responsible" planning?

Victor lost his first business in 2008 because he had $2 million in net worth but couldn't access cash when he needed it most. When he rebuilt, he did something different. During the pandemic, when competitors were closing or taking o...

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What happens when AI makes your business model obsolete in six months, but your money is locked away where you can't touch it?

Jamie built a successful medical transcription service over fifteen years. That is ... until AI-powered tools could do the same work in minutes at one-tenth the cost. She had the vision to pivot and the industry knowledge to succeed, but faced a devastating problem. The problem was that her capital was trap...

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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 saving...

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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...

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**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 fra...

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**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...

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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...

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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 plat...

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Are you throwing money away each month and working extra hours just to pay interest?

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.

In this eye-opening episode, we expose five dangerous debt myths that could be forcing you to work harder than necessary:

  • Why making minimum payments on credit cards co...
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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 t...

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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 cl...

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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 b...

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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...
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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 ta...

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