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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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Cash Flow Over Net Worth: Bruce Wehner's Guide to Infinite Banking
Manage episode 501315580 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.
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 shop, and now advising high-net-worth clients, Bruce's journey is anything but ordinary. He shares how those early lessons in cash flow management became the foundation for helping families and entrepreneurs achieve financial clarity, stability, and confidence.
In this value-packed conversation, you'll discover:
- Why cash flow, not net worth, is the real measure of wealth security
- How the Infinite Banking Concept can transform the way you think about money
- What it means to operate with a "family office model" without needing ultra-wealthy status
- The biggest financial blind spots Bruce sees in entrepreneurs, and how to fix them
- How to build a lasting legacy that outlives you
Bruce isn't just sharing theory; he's a real estate investor and active practitioner of Infinite Banking in his own life. You'll hear how he applies these principles daily, the role technology and AI are playing in the financial industry, and why long-term thinking is more important than ever.
If you've ever worried about running out of money, making costly financial mistakes, or leaving an incomplete legacy, this episode offers practical steps and inspiring perspective to help you move forward with confidence.
00:00 Welcome to the Wealth Wisdom Financial Podcast
00:58 Introducing Bruce Wehner: Chief Cash Flow Strategist
01:39 The Infinite Banking Concept and Its Challenges
09:47 Real Estate Investors and Policy Loans
13:06 The Importance of Cash Flow in Business
27:18 Podcasting Journey and Industry Changes
32:13 Nelson's Legacy and Industry Pushback
33:20 The Value of Wisdom and Experience
34:56 Infinite Banking Policy in Action
37:49 Embracing Technology and AI
44:55 Human Element in Financial Services
48:31 Building a Strong Team and Future Vision
55:46 Long-Term Goals and Financial Responsibility
58:55 Final Thoughts and Contact Information
🌱 Tune in for an honest, practical, and eye-opening look at how to take control of your cash flow, minimize taxes, and build wealth that truly lasts.
Watch on YouTube: https://youtu.be/vVtLLks6UNw
100 episodes
Share
Manage episode 501315580 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.
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 shop, and now advising high-net-worth clients, Bruce's journey is anything but ordinary. He shares how those early lessons in cash flow management became the foundation for helping families and entrepreneurs achieve financial clarity, stability, and confidence.
In this value-packed conversation, you'll discover:
- Why cash flow, not net worth, is the real measure of wealth security
- How the Infinite Banking Concept can transform the way you think about money
- What it means to operate with a "family office model" without needing ultra-wealthy status
- The biggest financial blind spots Bruce sees in entrepreneurs, and how to fix them
- How to build a lasting legacy that outlives you
Bruce isn't just sharing theory; he's a real estate investor and active practitioner of Infinite Banking in his own life. You'll hear how he applies these principles daily, the role technology and AI are playing in the financial industry, and why long-term thinking is more important than ever.
If you've ever worried about running out of money, making costly financial mistakes, or leaving an incomplete legacy, this episode offers practical steps and inspiring perspective to help you move forward with confidence.
00:00 Welcome to the Wealth Wisdom Financial Podcast
00:58 Introducing Bruce Wehner: Chief Cash Flow Strategist
01:39 The Infinite Banking Concept and Its Challenges
09:47 Real Estate Investors and Policy Loans
13:06 The Importance of Cash Flow in Business
27:18 Podcasting Journey and Industry Changes
32:13 Nelson's Legacy and Industry Pushback
33:20 The Value of Wisdom and Experience
34:56 Infinite Banking Policy in Action
37:49 Embracing Technology and AI
44:55 Human Element in Financial Services
48:31 Building a Strong Team and Future Vision
55:46 Long-Term Goals and Financial Responsibility
58:55 Final Thoughts and Contact Information
🌱 Tune in for an honest, practical, and eye-opening look at how to take control of your cash flow, minimize taxes, and build wealth that truly lasts.
Watch on YouTube: https://youtu.be/vVtLLks6UNw
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.
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continue reading
The daily drama of money and work from the BBC.
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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 ...
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Go offline with the Player FM app!
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