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Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Building a STAR Business: Personalization, AI Tools, and Counterflow
Manage episode 524667412 series 2421926
Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What If Everything You've Been Told About Building Wealth Is Wrong?
…
continue reading
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.
In Part 2 of our conversation with Perry Marshall, we're pulling back the curtain on what's broken in the financial planning world—and how we're using Profit First, Infinite Banking, and AI tools to help business owners build wealth on their own terms.
You'll discover:
Why the conventional financial industry is designed to extract money from entrepreneurs, not empower them
The difference between saving for retirement and building actual liquidity (and why it matters more than you think)
How we combine Profit First and Infinite Banking to give business owners control over their cash flow AND their wealth-building
The AI tools we built to help clients understand their "financial nervous system" before they ever talk to us
Why we stopped explaining what we do and started letting people experience it instead
Key Quote: "The financial industry is designed to move your money to Wall Street. We're designed to help you build a healthy, profitable business first—and then build wealth from that foundation."
This episode is for business owners who've felt like the conventional financial advice never quite fit. If you've ever thought, "There has to be a better way" … there is. And we're showing you how.
Resources mentioned:
Find Your Flow Quiz — A free 10-question assessment to discover your financial personality
Financial Nervous System Diagnostic — A deeper 54-question assessment that reveals your money patterns
Perry Marshall's Roundtable 2026 — The mastermind community that helped accelerate our growth
Profit Planning Network 2026 — Join our community of business owners building profitability and wealth
00:00 Introduction and Recap
00:39 Shifting Gears: What's Broken in the Financial Industry
03:15 Behavioral Economics and Financial Planning
04:27 Empowering Clients: A Different Approach to Finance
08:12 Combining Profit First and Infinite Banking
11:39 Lessons Learned and Overcoming Challenges
16:54 Transformative Experiences and Future Plans
25:11 Conclusion and Next Steps
Watch on YouTube: https://youtu.be/_xNQQzQovf8
100 episodes
Share
Manage episode 524667412 series 2421926
Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What If Everything You've Been Told About Building Wealth Is Wrong?
…
continue reading
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.
In Part 2 of our conversation with Perry Marshall, we're pulling back the curtain on what's broken in the financial planning world—and how we're using Profit First, Infinite Banking, and AI tools to help business owners build wealth on their own terms.
You'll discover:
Why the conventional financial industry is designed to extract money from entrepreneurs, not empower them
The difference between saving for retirement and building actual liquidity (and why it matters more than you think)
How we combine Profit First and Infinite Banking to give business owners control over their cash flow AND their wealth-building
The AI tools we built to help clients understand their "financial nervous system" before they ever talk to us
Why we stopped explaining what we do and started letting people experience it instead
Key Quote: "The financial industry is designed to move your money to Wall Street. We're designed to help you build a healthy, profitable business first—and then build wealth from that foundation."
This episode is for business owners who've felt like the conventional financial advice never quite fit. If you've ever thought, "There has to be a better way" … there is. And we're showing you how.
Resources mentioned:
Find Your Flow Quiz — A free 10-question assessment to discover your financial personality
Financial Nervous System Diagnostic — A deeper 54-question assessment that reveals your money patterns
Perry Marshall's Roundtable 2026 — The mastermind community that helped accelerate our growth
Profit Planning Network 2026 — Join our community of business owners building profitability and wealth
00:00 Introduction and Recap
00:39 Shifting Gears: What's Broken in the Financial Industry
03:15 Behavioral Economics and Financial Planning
04:27 Empowering Clients: A Different Approach to Finance
08:12 Combining Profit First and Infinite Banking
11:39 Lessons Learned and Overcoming Challenges
16:54 Transformative Experiences and Future Plans
25:11 Conclusion and Next Steps
Watch on YouTube: https://youtu.be/_xNQQzQovf8
100 episodes
All episodes
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Similar to Wealth Wisdom Financial Podcast
Series that demystifies health issues, separating fact from fiction and bringing clarity to conflicting health advice.
…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
Whatever your business conundrum, there’s a TED Talk for that—whether you want to learn how to land that promotion, set smart goals, undo injustice at work, or unlock the next big innovation. Every Monday, host Modupe Akinola of Columbia Business School presents the most powerful and surprising ideas that illuminate the business world. After the talk, you'll get a mini-lesson from Modupe on how to apply the ideas in your own life. Because business evolves every day, and our ideas about it sh ...
…
continue reading
Short documentaries and adventures in sound presented by Josie Long.
…
continue reading
Host Paul John Roach and his guests find the mystical core and explore the perennial philosophy amidst the infinite variety of the world’s religions and spiritual traditions. Paul emphasizes the practical application of spiritual wisdom imparted from poets, writers, philosophers, mystics, and scriptures in order to foster a deeper awareness and understanding in our everyday lives. Explore over 650 shows with thought leaders and spiritual teachers. #PaulJohnRoach.com
…
continue reading
Move more of your body more often and in more interesting ways with the Get-Fit Guy! If you want to begin an exercise routine and don't know where to start, or if you've been working out for a while and aren't getting the results you want, Kevin Don will give you the tips you need to reach your fitness and movement goals. Get expert information on the latest fitness trends and advice on everything from toning your arms to running a 5K or simply building more movement into your day. With his ...
…
continue reading
Reflections from a faith perspective on issues and people in the news.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
