Today we’re diving into managing financial risk to build a secure future. Joining me is Amanda Neely, Certified Financial Planner™ and CEO of Wealth Wisdom Financial, who specializes in helping families navigate financial planning with practical strategies that minimize unnecessary risk.

Amanda shares her inspiring journey from seeing her parents fight about finances as a middle-schooler to building her own business and becoming a trusted advisor. We explore key topics like understanding risk, debunking myths like "no risk, no reward," and using tools like her "Five Smooth Stones" journal to set goals, track progress, and create financial stability. Whether you’re balancing your budget or planning for long-term wealth, this episode is packed with actionable insights!

Anna's Takeaways:

• Journey into financial planning (01:23)
• Impact of the pandemic on business and financial planning (07:29)
• Defining and managing financial risk (11:57)
• Examples of financial risk and mitigation strategies (15:00)
• The role of financial goals and practical tips (20:11)
• The importance of financial planning for families (27:10)

About Amanda Neely:

Amanda Neely is a CFP® (CERTIFIED FINANCIAL PLANNER™) professional and CEO of Wealth Wisdom Financial. She makes financial planning more accessible through podcasting and through developing personalized financial strategies for individuals and couples, as well as profitability strategies for small businesses. She works virtually to help every day Americans all over the United States to create smart, stable financial futures. 

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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. 

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Guest Websites:

https://www.linkedin.com/company/wealth-wisdom-financial/

https://www.wealthwisdomfp.com/shop - Use the code "moneyboss" for $10 off our journal