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
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-rich. That business grew into a mult...
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 years of coaching high-performing en...
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 businesses, Jason now helps other entrepreneurs do...
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 wrestling with behind the scenes. T...
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?
Neeka Williams felt the same way. As t...
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.
Read more
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 Part 1 of this two-part conversation, ...
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-a...
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 holida...
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 help you...
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...
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 sabo...
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 profitability directly impacts the pe...
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 fa...
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 noth...
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...
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