Not Your Average Financial Podcast™

Episode 281: Is Bank on Yourself® All It’s Cracked Up to Be? with Amanda Neely

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In this episode, we ask:

  • What have your experiences been with financial planners?
  • What about insurance?
  • Why do so many struggle to trust insurance professionals?
  • How did Mark meet Amanda?
  • Who is Amanda Neely, CFP®?
  • What about the education?
  • What about the exam?
  • What about the ethics?
  • What about the experience?
  • How long did it take Amanda to study and sit for the CFP® exams?
  • Why did Amanda put herself through this?
  • What is special about being a fiduciary and a CFP®?
  • What about Bank on Yourself® type whole life insurance policies?
  • How many female Certified Financial Planners® are available?
  • What’s it like to be a CFP® and a Bank on Yourself® Professional?
  • How are specialties so valuable?
  • What about liquidity?
  • What about estate planning?
  • What about real estate?
  • What about tax?
  • How does a whole life insurance policy integrate into the rest of life?
  • What about other kinds of insurance?
  • What about liquid emergency cash?
  • Does the Bank on Yourself® concept still hold water after Amanda’s CFP® education? 
  • What did Mark and Amanda find in the fine print in the investment textbooks?
  • What did they find in the models and formulas?
  • What are the flaws?
  • Why do we make decisions based on previous performance, when there are no guarantees of future performance?
  • What about investing in the stock market?
  • Do you really understand what you’re doing?
  • Are you choosing “your mechanic” wisely?
  • What “car” are you driving?
  • How does it feeling driving it?
  • Would you like to meet with Amanda?

    • Amanda Neely, CFP® is a Certified Financial Professional® and Bank on Yourself® Professional, who uses her years of experience in business growth to develop personalized financial strategies for individuals, couples, and entrepreneurs. She works with people to find their unique path to financial freedom. Reach out to Amanda at www.wealthwisdomfp.com

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