by Brandon Neely and Amanda Neely, CFP®
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.
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🇺🇲
Publishing Since
10/22/2021
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April 16, 2025
<p dir="ltr">Are you working harder than ever but feeling stuck at the same income level?</p> <p dir="ltr">The number one problem holding back most entrepreneurs is the inability to delegate effectively.</p> <p dir="ltr">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."</p> <p dir="ltr">One year later, his team handles 90% of client work while he works just 30 hours weekly—and profits are up 40%.</p> <p dir="ltr">Discover the Time-Money Matrix framework that will transform how you think about delegation:</p> <ul> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">How to identify which tasks you must keep and which you should delegate first</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Why the "it's faster to do it myself" mindset is actually costing you thousands</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The surprising reason many "delegation disasters" happen (and how to prevent them)</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Why delegating high-value tasks is BETTER for your business than doing them yourself</p> </li> </ul> <p dir="ltr">We also address common objections from control-freak entrepreneurs. Have you ever thought, "My clients only want to work with me" or "I've tried delegating before, and it was a disaster"? We have, too! Learn how we got over it.</p> <p dir="ltr">Key Quote: "Your highest value as a business owner isn't in doing every task. It's your strategic vision, relationship building, and ability to see opportunities others miss. These are the true areas where you're irreplaceable."</p> <p dir="ltr">Welcome solopreneurs considering your first hire. Bienvenidos, established business owner struggling to step away from day-to-day operations. This episode provides a practical roadmap for breaking free from being the bottleneck in your own business.</p> <p dir="ltr">Get our complete "Delegation Starter Kit" in the Wealth Wisdom Financial Community today: <a href= "http://wealthwisdomfp.com/community">wealthwisdomfp.com/community</a></p> <p>00:00 Are You the Bottleneck in Your Business?</p> <p>00:05 Meet James: A Case Study in Delegation</p> <p>01:19 Welcome to Wealth Wisdom Financial Podcast</p> <p>01:57 The Delegation Dilemma</p> <p>04:15 Introducing the Time Money Matrix</p> <p>05:39 Delegation Quadrants Explained</p> <p>09:07 The Control Freak Zone</p> <p>10:32 Financial Planning: What Not to Delegate</p> <p>13:01 Real-Life Delegation Success Stories</p> <p>19:37 The Life Time Money Matrix</p> <p>24:37 Final Thoughts on Delegation and Financial Freedom</p> <p> </p> <p>Watch On YouTube Here: <a href= "https://youtu.be/8YAVMKaWcy0">https://youtu.be/8YAVMKaWcy0</a> </p>
April 9, 2025
<p dir="ltr">Are you slowly killing your business by failing to set boundaries?</p> <p dir="ltr">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.</p> <p dir="ltr">Discover the four critical boundaries every successful business needs:</p> <ul> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Time boundaries that protect your most valuable resource</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Service boundaries that create focus and expertise</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Financial boundaries that ensure sustainable profitability</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Communication boundaries that allow for proactive growth rather than reactive firefighting</p> </li> </ul> <p dir="ltr">We also tackle common objections from entrepreneurs who fear setting boundaries will cost them clients or opportunities, with real-world examples showing how proper boundaries actually attract better clients willing to pay premium rates.</p> <p dir="ltr">Key Quote: "Boundary-setting isn't about building walls. It's about creating systems that allow your business to serve others without depleting its most valuable resource: you."</p> <p dir="ltr">Whether you're struggling with clients who don't respect your time, difficulty maintaining work-life separation, or challenges charging what you're worth, this episode provides practical strategies for establishing boundaries that protect both your well-being and your bottom line.</p> <p dir="ltr">Get our complete "Business Boundary Blueprint" in the Wealth Wisdom Financial Community today: <a href= "http://wealthwisdomfp.com/community">wealthwisdomfp.com/community</a></p> <p dir="ltr">00:00 The Hidden Threat to Small Businesses</p> <p dir="ltr">01:09 Welcome to Wealth Wisdom Financial Podcast</p> <p dir="ltr">01:47 The Importance of Setting Boundaries</p> <p dir="ltr">03:20 Statistics on Business Failures</p> <p dir="ltr">05:54 Types of Boundaries for Business Success</p> <p dir="ltr">14:30 Overcoming the Fear of Setting Boundaries</p> <p dir="ltr">19:35 Conclusion and Final Thoughts</p> <p> </p> <p>Watch on YouTube: <a href= "https://youtu.be/twO_IOMVViI">https://youtu.be/twO_IOMVViI</a> </p>
April 2, 2025
<p>Are you trapped in the cycle of working more hours but seeing less profit?</p> <p> </p> <p>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.</p> <p> </p> <p>Discover the three-part strategy that changed everything for Lisa:</p> <ul> <li>How implementing Profit First (even at just 1% initially) transformed her relationship with money</li> <li>Why establishing a Bank On Yourself policy gave her the confidence to transform her client relationships</li> <li>The exact script she used to transition from hourly billing to value-based pricing that tripled her rates</li> </ul> <p> </p> <p>We also address common objections from business owners in various industries, with examples of how they adapted these strategies to their unique situations.</p> <p> </p> <p><strong>Key Quote</strong>: "The real transformation wasn't just in Lisa's bank account but in her relationship with both money and time. She no longer feels owned by her business or controlled by client demands."</p> <p> </p> <p>Whether you're drowning in client work, struggling with inconsistent cash flow, or simply tired of missing life's important moments, this episode provides a practical roadmap to working less while earning more.</p> <p> </p> <p>Want more? Get our "Work Less, Earn More" case study pack in the Wealth Wisdom Financial Community by becoming a premium member here: <a href="https://www.wealthwisdomfp.com/community" target= "_blank" rel= "noopener">https://www.wealthwisdomfp.com/community</a>.</p> <p> </p> <p>00:00 Introduction to Sam's Story</p> <p>00:40 Welcome to Wealth Wisdom Financial Podcast</p> <p>01:33 The Importance of Long-Term Tax Planning</p> <p>03:03 Planning for a Business Sale</p> <p>08:32 Estate Planning and Business Succession</p> <p>12:29 Retirement Tax Planning for Business Owners</p> <p>19:13 Conclusion and Next Steps</p> <p> </p> <p>Watch On YouTube: <a href= "https://youtu.be/1pGip0hlQeU">https://youtu.be/1pGip0hlQeU</a> </p>
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