Not Your Average Financial Podcast™

Episode 321: How to Give Your Child the Gift of Bank on Yourself® with Amanda Neely

Listen Later

In this episode, we ask:

  • Have you seen this meme?
  • How many cookies?
  • What would your 18-year-old self choose?
  • Who is Amanda Neely?
  • Would you like to listen to more Not Your Average Financial Podcast episodes with Amanda Neely?
  • What’s the right time?
  • What does Amanda wish she had when she was 18?
  • What did Mark Twain say?
  • What is Bank on Yourself® and who is Pamela Yellen?
  • What steps did the father have in mind?
  • What is the flexibility?
  • What are the limits?
  • What is the design?
  • What about continuing to save?
  • What about modeling?
  • How much can you save now?
  • How much do you want to enjoy life?
  • What is the balance between enjoying life now and saving, so you can enjoy life later?
  • What is the custom design for your family’s financial story?
  • What about uninterrupted compound interest with savings?
  • What happens with a brokerage account?
  • What about foundational wealth?
  • Who will stay in really great health?
  • What about joy?
  • What about (living without breaking) compounding?
  • Have you read the Bank on Yourself Revolution by Pamela Yellen?
  • Would you like to see the sailboat on the Bank on Yourself Engineering podcast?
  • What are the components?
  • How can the family share the components?
  • How does this open up possibilities?
  • What’s the exit plan?
  • What are some design ideas?
  • What can a parent do with forethought?
  • What information do the young adults need?
  • What about expectation management?
  • Why should parents talk with their kids about policies?
  • Why do parents set up policies with their kids?
  • Why do parents gift policies to adult children?
  • Would you like to reach out to Amanda or Brandon at 513.447.6501?
  • What are the takeaways?

    • 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

    ...more
    View all episodesView all episodes
    Download on the App Store
    Not Your Average Financial Podcast™By Not Your Average Financial Podcast™
    • 4.7
    • 4.7
    • 4.7
    • 4.7
    • 4.7

    4.7

    120 ratings

    More shows like Not Your Average Financial Podcast™

    View all
    Creating Wealth Real Estate Investing with Jason Hartman by Jason Hartman

    Creating Wealth Real Estate Investing with Jason Hartman

    540 Listeners

    BiggerPockets Real Estate Podcast by BiggerPockets

    BiggerPockets Real Estate Podcast

    16,814 Listeners

    Get Rich Education by Real Estate Investing with Keith Weinhold

    Get Rich Education

    610 Listeners

    Main Street Business by Mark J Kohler and Mat Sorensen

    Main Street Business

    588 Listeners

    Tax Smart Real Estate Investors Podcast by Hall CPA

    Tax Smart Real Estate Investors Podcast

    417 Listeners

    BiggerPockets Money Podcast by BiggerPockets

    BiggerPockets Money Podcast

    3,057 Listeners

    The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

    The WealthAbility Show with Tom Wheelwright, CPA

    520 Listeners

    Master Passive Income Real Estate Investing by Master Passive Income Network

    Master Passive Income Real Estate Investing

    255 Listeners

    Wealth Wisdom Financial Podcast by Brandon Neely and Amanda Neely, CFP®

    Wealth Wisdom Financial Podcast

    52 Listeners

    Real Estate Investing with Coach Carson by Chad Coach Carson

    Real Estate Investing with Coach Carson

    597 Listeners

    Ken McElroy Show by Ken McElroy

    Ken McElroy Show

    717 Listeners

    The Lifestyle Investor - Investing, Passive Income, Wealth by Justin Donald

    The Lifestyle Investor - Investing, Passive Income, Wealth

    288 Listeners

    PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

    PassivePockets: The Passive Real Estate Investing Show

    130 Listeners

    Thinking Like a Bank by Sarry Ibrahim

    Thinking Like a Bank

    41 Listeners

    On The Market by BiggerPockets

    On The Market

    898 Listeners