Not Your Average Financial Podcast™

Episode 406: Avoid the Pitfalls of Infinite Banking Knockoffs with Brandon Neely


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In this episode, we ask:

  • Is it a knockoff?
  • Can you imagine this?
  • Does it provide security or chaos?
  • Who is Brandon Neely?
  • What did Brandon learn at the I.B.C. Think Tank?
  • What changes have happened in the last few years?
  • What impact does Nelson Nash’s work, Becoming Your Own Banker still have?
  • What are the challenges of maintaining Nelson Nash’s original vision in today’s financial landscape?
  • What about Pamela Yellen’s effort to preserve Nelson Nash’s ideas through the Bank on Yourself® Professional program?
  • What is the biggest risk with a whole life products?
  • Do you have an advisor who is giving you bad advice?
  • Would you like to hear Episode 253?
  • What makes Brandon unique?
  • What changed Brandon’s life?
  • What’s the history?
  • What were Nelson’s strengths?
  • What should every business owner read?
  • What did Pamela Yellen notice?
  • What’s the risk of listening to a social media infotainer on Infinite Banking?
  • What has Brandon seen with clients who have fallen for IULs from an advisor claiming Infinite Banking expertise?
  • What about the IP and trademark of Bank on Yourself®?
  • What do red flags sound like?
  • What are some examples?
  • What’s important to know?
  • Why is working with a Bank on Yourself Profressional® crucial?
  • Would you like to hear Episode 95 and Episode 96?
  • What are the takeaways?

Brandon Neely is an entrepreneur, Profit First and Bank On Yourself® Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely.


They founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses.

Wealth Wisdom Financial

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