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
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 nothing to do with discipline.
You'll...
👉 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 stronger. His personal journey throug...
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 protecting relationships, not just asset...
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 business curiosity and career with the Yel...
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 way, they explore how faith, family...
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 letting that setback define them, the...
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 staffing industry to building Profit Firs...
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 high school to managing an automotive ...
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.
Read more
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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...
**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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