『Wealth Wisdom Financial Podcast』のカバーアート

Wealth Wisdom Financial Podcast

Wealth Wisdom Financial Podcast

著者: Brandon Neely and Amanda Neely CFP®
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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.2018-2024 個人ファイナンス 個人的成功 経済学 自己啓発
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  • Infinite Banking Secrets Revealed: Grant Thompson on Building Wealth & Financial Freedom
    2025/08/06

    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 Infinite Banking Concept and how he’s helped clients, from business owners to families, take back control of their finances.

    Inspired by Nelson Nash, Grant shares the pivotal moment that changed everything for him, and how that led to using whole life insurance, annuities, and cash flow strategies to build wealth outside Wall Street.

    We’re talking:

    🔐 Real-life Infinite Banking case studies

    🧠 Why mentorship matters more than market timing

    🏡 Creative funding for college, real estate—and yes, even horses

    💰 How to turn your money into a self-sustaining system

    🚨 Why traditional financial advice could be costing you big time

    This one’s full of wisdom, heart, and a few laughs along the way. Whether you're just getting started or ready to rethink everything, this episode delivers the mindset and tools to help you bank on yourself with confidence.

    00:00 Welcome to Wealth Wisdom Financial

    00:27 Introducing Grant Thompson

    02:56 Grant's Journey into Financial Services

    04:44 Discovering Infinite Banking

    05:21 Meeting Nelson Nash

    07:03 Implementing Infinite Banking

    17:12 The Role of Annuities and Other Financial Tools

    24:20 The Challenges of Bank Loans for Entrepreneurs

    25:00 Investing in Real Estate and Horses

    26:39 The Importance of Diversified Investments

    29:06 Using Infinite Banking for College Planning

    34:12 The Value of Financial Education and Mentorship

    39:28 Final Thoughts and Encouragement

    Watch on YouTube: https://youtu.be/5-XMpEMqJFc

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    47 分
  • RAW: Remarkable Truths That Will CHANGE Your Life
    2025/07/30

    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 early days as a touring musician to becoming a sought-after consultant for growth-minded organizations, Carl shares stories, strategies, and frameworks for leading with empathy and purpose.

    We dive deep into what truly drives business success, and it’s not just spreadsheets. Expect insights on handling conflict, cultivating curiosity, adapting to AI, and leading people well while growing profits with integrity.

    Whether you’re a business owner, team leader, or someone rethinking the way you approach success—this one’s a must-listen.

    🔑 Key Takeaways:

    • How emotional intelligence fuels leadership and financial health
    • Why clear expectations and curiosity transform team dynamics
    • Tools for resolving conflict and growing trust
    • The “Four Ps” that every leader should master
    • Navigating AI in people-first businesses

    👉 Don’t forget to like, subscribe, and share this episode with a leader or team builder in your life. Let’s grow curiosity, clarity, and confidence—together.

    #LeadershipDevelopment #EmotionalIntelligence #BusinessSuccess #CuriosityCoach #FinancialFreedom #PeopleSkills #Entrepreneurship #AIAndLeadership #ClarityInBusiness

    00:00 Welcome to Wealth Wisdom Financial

    00:43 Introducing Carl Lubbe: The Curiosity Coach

    02:34 Carl's Journey into the People Business

    05:15 The Importance of Communication

    07:01 Cultivating Curiosity in Leadership

    10:59 The Overflow Principle in Business

    18:15 The Seven Dragons of Team Dynamics

    21:34 Understanding Leadership Challenges

    22:43 The Four Critical Ps for Business Success

    23:29 Adapting Leadership for Growth

    24:08 The Role of Process in Scaling

    25:09 Balancing Profit and People

    25:50 Financial Processes and Expectations

    28:25 The Impact of AI on Business

    39:29 The Importance of Clarity in Leadership

    41:22 Conclusion and Final Thoughts

    Watch on YouTube: https://youtu.be/0x_0FHKksSk

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    42 分
  • How We Make Money Talk FUN and EASY!
    2025/07/23

    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 a leader who believes in doing life well across the board. Through Gathering the Kings, he’s helping entrepreneurs win not just at work, but at home, in their health, and in their spiritual walk.

    What you'll learn in this episode:

    • The hidden struggles many entrepreneurs face behind the scenes

    • Why success without balance can leave you feeling empty

    • The power of intentional living (and how to start)

    • How community and accountability can fuel your personal and professional growth

    • What Gathering the Kings is doing to raise up the next generation through Generation Next

    If you’re a business owner who’s tired of the hustle-only culture and looking for something deeper, this episode is for you. Get ready to be inspired, challenged, and equipped with tools to build a life of real, holistic wealth.

    🧠 Listen now and ask yourself: Are you building a business that supports your life, or one that steals from it?

    👉 Don’t forget to like, subscribe, and share this episode with a fellow entrepreneur who needs a fresh perspective.

    #WealthWisdom #GatheringTheKings #EntrepreneurLife #HolisticSuccess #FaithAndBusiness #GenerationNext #IntentionalLiving

    00:00 Introduction and Welcome

    00:33 Introducing Jake and Gathering the Kings

    01:29 The Importance of Balance in Life and Business

    03:28 Jake's Personal Story and Motivation

    05:36 The Value of Time and Intentional Living

    09:30 Challenges and Common Pitfalls for Entrepreneurs

    13:44 The Role of Community and Authenticity

    19:24 Faith and Business Ownership

    22:16 The Power of Shared Experiences

    22:31 Challenges in Serving Entrepreneurs

    23:12 Balancing Business and Personal Life

    24:11 Learning from Failures and Successes

    26:42 The Importance of Systems and Growth

    30:05 Involving Family in Business

    35:12 Empowering the Next Generation

    38:51 Final Thoughts and Encouragement

    Watch on YouTube: https://youtu.be/00xJfgjivNY

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    42 分
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