Best Brandon Neely And Amanda Neely Cfp Podcasts (2025)

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How to Buy & Sell a Small Business (Without Getting Burned) 47:00

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1h ago47:00

47:00

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 conversat…

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Brothers Breaking FINANCIAL Barriers One Bank at a Time 46:53

5d ago46:53

46:53

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 fo…

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From Immigrant Hustle to Real Estate Empire – The Kitti Sisters’ Story 51:29

6d ago51:29

51:29

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 …

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Run a Business That Makes Money and Changes LIVES with Ron Saharyan 39:50

13d ago39:50

39:50

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 org…

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Cash Flow Over Net Worth: Bruce Wehner’s Guide to Infinite Banking 1:01:47

20d ago1:01:47

1:01:47

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 th…

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He QUIT His 6-Figure Job FOR Real Estate Riches 42:41

27d ago42:41

42:41

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 esta…

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Infinite Banking Secrets Revealed: Grant Thompson on Building Wealth & Financial Freedom 47:16

1M ago47:16

47:16

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 Infini…

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RAW: Remarkable Truths That Will CHANGE Your Life 42:03

2M ago42:03

42:03

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 earl…

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How We Make Money Talk FUN and EASY! 41:33

2M ago41:33

41:33

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…

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Best of 2025 SO FAR: Top Strategies for Entrepreneurs 1:13:01

2M ago1:13:01

1:13:01

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 di…

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Can You Really Retire Without Risk? The 3-Part Safe Money Plan 58:40

2M ago58:40

58:40

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…

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Declare Your Financial Independence: A Mid-Year Check-In for Business Owners & Investors 17:10

3M ago17:10

17:10

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 read…

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Recession-Resilient & Inflation-Resistant Businesses: Strategies for Certainty 33:17

3M ago33:17

33:17

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 on crushing…

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Building WEALTH in the AI Era - Can You Keep Up? 27:40

3M ago27:40

27:40

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 t…

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Running a Business? SAVE For College TOO! 25:10

3M ago25:10

25:10

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 entre…

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Retirement Planning for Business Owners: Breaking the Rules That Hold You Back 21:36

3M ago21:36

21:36

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…

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Plateau to Profitability: Breaking Free When 7-Figures Still Feels Like Struggling 27:07

3M ago27:07

27:07

**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…

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Sustainable Scaling: Growing Your Business Without Burning Out 24:36

4M ago24:36

24:36

**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 market…

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Streamline or Struggle: Financial Systems That Unlock Growth 26:14

4M ago26:14

26:14

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 frame…

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What's Stopping Your Business From Growing Faster? 26:15

4M ago26:15

26:15

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 desi…

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Stop Believing THESE Debt Myths (Before It's Too Late) 58:41

5M ago58:41

58:41

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 y…

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Work-Life Integration for Business Owners 28:20

5M ago28:20

28:20

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 to what matters most to…

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Delegation Strategies for Control-Freak Entrepreneurs 29:09

5M ago29:09

29:09

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 …

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Small Business Owners Must Set Boundaries To Achieve Success 25:28

5M ago25:28

25:28

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 boundaries that protect…

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How to Work Less & Earn More in Your Business 20:09

5M ago20:09

20:09

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-p…

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Business Owner's Guide to Life-Long Tax Planning 21:36

6M ago21:36

21:36

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 tax-planning timeframes …

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Bookkeeping Systems for Busy Entrepreneurs 14:13

6M ago14:13

14:13

Is your "I'll do the bookkeeping later" approach quietly sabotaging your business success? Maria discovered her retail shop was hemorrhaging $28,000 on an unprofitable product line. Never didn't realize it earlier because she couldn't see the numbers clearly. In this practical episode, we share the simplest bookkeeping system that actually works fo…

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Small Business Tax Mistakes 16:39

7M ago16:39

16:39

Are your tax deductions putting your business at risk? Meet Toni, a wedding photographer who nearly lost everything over $12,000 in questionable deductions that triggered an IRS audit. In this episode, we unpack the most common tax mistakes small business owners make and how to avoid them. You'll discover: Three legitimate deductions many business …

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Tax Strategies for Business Owners Under $1 Million 24:52

7M ago24:52

24:52

Are you making these common tax mistakes in your small business? Most owners making under $1M are either overpaying in taxes or putting themselves at risk with the IRS - and they don't even know it. In this episode, we unpack three key tax strategies specifically designed for businesses with under $1M in gross revenue. You'll discover: Why playing …

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Securing Your Business's Future: The Key Person Strategy 13:17

7M ago13:17

13:17

Could your business survive losing a key team member tomorrow? Most can't - but there's a solution that too few business owners know about. In this episode, we're tackling a critical but often overlooked strategy that could save your business in a crisis (or in the dreaded “I quit effective immediately” situation). Plus, we'll show you how protecti…

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Employee Retention Strategies That Won't Break the Bank 19:17

7M ago19:17

19:17

Want to offer better employee benefits but think your small business can't afford it? Think again! This episode breaks down creative ways to provide meaningful benefits that can help you attract and retain top talent - without breaking the bank. We'll show you how small businesses can actually have an advantage over big corporations when it comes t…

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How to Get the Best Private Money Deal with Kevin Amolsch 40:10

7M ago40:10

40:10

Wondering if real estate notes might be a smarter investment than managing rental properties? In this interview, we dive deep with Kevin from Pine Financial Group, who's managed over $1 billion in real estate deals. He shares why some investors are choosing debt over property ownership, and how this strategy could protect your wealth in uncertain t…

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Building Company Culture in Small Business 15:14

7M ago15:14

15:14

Do you think building a great company culture means having a massive budget for fancy perks? Think again! This episode shatters the myth that meaningful company culture is only for big corporations. We explore how small businesses can create thriving workplace environments. These strategies attract and retain top talent—without breaking the bank. K…

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How to Hire: Complete Guide 25:06

7M ago25:06

25:06

Thinking about hiring your first employee but worried whether your business can really afford it? We've got you covered! In this episode, we talk about what really matters before you hire - getting your money in order. While lots of experts focus on finding the right person, we'll show you why having strong business finances is just as important as…

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Setting Financial Goals: A Framework for Entrepreneurs 19:42

8M ago19:42

19:42

Ever feel like your business goals are more like wishful thinking than an actual plan? You're not alone. Many entrepreneurs struggle with conventional goal-setting approaches. Conventional goal-setting doesn't account for the dynamic nature of business. In this episode, we share a revolutionary framework for setting business goals that actually wor…

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Business Owner's Guide to Cash Flow Management 23:55

8M ago23:55

23:55

Ever feel like success is draining your bank account? You're not alone. Many business owners discover that growing revenue doesn't automatically mean better cash flow. In this episode, we reveal the 5 most common cash flow surprises that blindside business owners. More importantly, we share how to handle them like a pro. You'll learn: How to naviga…

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Financial Systems for 7-Figure Business Growth 23:01

8M ago23:01

23:01

Ever feel like your business systems aren't keeping up with your growth? Many entrepreneurs hit a ceiling not because of their products or market. They plateau because their financial systems can't scale. In this episode, we reveal 3 critical financial systems. These systems separate 6-figure businesses from 7-figure empires. You'll discover: How t…

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How to Create a Small Business Budget That Actually Works 17:01

8M ago17:01

17:01

Do you keep making budgets that never work in real life? Like many business owners, you might find that old-school budgeting just doesn't fit how you run your business. In this episode, we share simple ways to make your budget work better for you. You'll learn: How to think of your budget more like a GPS that helps you, not a strict diet that makes…

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Design Your 2025: A Different Kind of Resolution 13:25

9M ago13:25

13:25

Ever feel overwhelmed by traditional New Year's resolutions? What if there was a simpler way to shape your 2025? Could you start by focusing on how you want to feel rather than just what you want to achieve? This special New Year's episode explores a refreshing approach to planning your year. It's the perfect episode to listen to while reflecting o…

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The Ultimate 2024 Recap: Looking Back at the Year 11:36

9M ago11:36

11:36

Do you ever wonder if you're learning from your experiences or just living them? Want a simple way to extract wisdom from your year? Want to review without getting lost in complicated reflection exercises? This is a quick but powerful episode. Discover a clever exercise transforming how successful entrepreneurs review their years for nearly two dec…

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The Psychology of Your Year-End Money Moves 21:54

9M ago21:54

21:54

Ever find yourself panic-purchasing business tools at 2 AM during the holiday season? Or maybe you're wondering if that end-of-year equipment purchase is really about growth – or just about taxes? In this episode, we dive deep into the psychology behind those year-end money decisions that can make (or break) your business's financial future. Key Qu…

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Reset Your Money Mindset: From Scarcity to Abundance 21:33

9M ago21:33

21:33

Ever wonder why some people attract financial abundance while others stay stuck in scarcity? Even with similar incomes? In this episode, we dive deep into the psychology behind your relationship with money. Join us to explore how to transform your mindset from scarcity to abundance as we head into 2025. Key Quote: "Money is important - but it's imp…

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The Business Owner's Wealth Trap: Breaking Free from the Revenue-Wealth Gap 22:10

10M ago22:10

22:10

Ever look at your business bank account and feel successful? Then, you glance at your personal accounts and wonder where all the money went? You're not alone. Join us as we explore the hidden disconnect between revenue and wealth. The Revenue-Wealth Gap trips up even the most successful entrepreneurs. Discover why making more money isn't the answer…

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Beyond the Business: Building Personal Wealth for Long-Term Entrepreneurial Success 17:14

10M ago17:14

17:14

Discover why focusing solely on your business could put your personal financial security at risk—and learn the strategy that keeps you financially safe, whether your business thrives or not. In this episode, we reveal: The #1 reason businesses fail (hint: it’s not a lack of passion or a bad product). Why your business shouldn’t be your only retirem…

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Breaking the Failure Cycle: Mastering the Numbers Game in Small Business 27:42

10M ago27:42

27:42

Discover why 45% of businesses fail in the first 5 years (hint: it's not about your product or service) and learn the revolutionary system that's helping entrepreneurs break free from the feast-or-famine cycle. In this episode, we reveal: Why traditional budgeting is setting you up for failure A counterintuitive approach that makes profit inevitabl…

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Decoding Your Financial DNA: Aligning Your Business with Your Life's Purpose 15:56

10M ago15:56

15:56

Ever wonder if your business is truly aligned with your life's calling? What if your entrepreneurial journey was more than just making money? What if your business fulfilled your destiny? In this episode we're diving deep into the secret sauce of your "financial DNA" - that perfect blend of your life's purpose, your money story, and your path to pr…

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STRENGTH IN NUMBERS Means BIG Wins for Small Business! 16:22

11M ago16:22

16:22

Is your small business feeling the weight of the world on its shoulders? Newsflash - you don't have to go it alone! In this must-see episode, we're unveiling the not-so-secret superpower that can transform your entrepreneurial journey: the power of collaboration. Small businesses are the backbone of the American economy, but the statistics are sobe…

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Smarter Generosity Made EASY! 17:54

11M ago17:54

17:54

Have you ever felt torn between your desire to give generously and your need to maintain financial stability? Watch as we unpack how combining strategic giving with sound financial practices creates a powerful formula for lasting impact and personal stability. Are you ready to revolutionize your approach to generosity? It's time to learn how pre-de…

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Is Leaving a Financial Legacy Virtuous? Balancing Self-Care, Family Values, and Generational Wealth 17:18

11M ago17:18

17:18

Is your legacy plan secretly working against your family's future? Watch as we unpack the multi-trillion-dollar wealth transfer reshaping America's financial landscape - and why traditional inheritance planning might set your family up for failure! Have you ever wondered why some families maintain their wealth for generations while others lose it a…

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Compounding Kindness: Unlikely Stress-Reducing Financial Concepts 20:53

11M ago20:53

20:53

Have you ever considered that the secret to easing financial stress could be rooted in kindness? Join us as we reveal how combining four unconventional financial strategies can create a compounding effect of kindness and reduced stress. (kind of like how compound interest grows wealth over time) Are you ready for a masterclass in financial wisdom? …