Wealth Wisdom Financial Podcast

You've been told to diversify your portfolio but how can you tell if you're diversified enough? Does conventional thinking like the Rule of 100 or using ETFs work in 2024? What about Target Date Funds?

In this episode, we reveal what conventional thinking is missing. The stat we share about Target Date Funds is one of the most surprising. Be sure you don't miss it.

We live in a globalized world where you (and your assets) are more connected than ever. Isn't it time to learn the historical wisdom about non-correlated assets?

In the Great Recession, you saw just how related supposedly "non-correlated" assets were. Isn't it time to add more diversification to your portfolio? Watch now to discover what that could look like for you.

And never forget: Different is good!

00:00 Kevin's Journey: A Lesson in Diversity

02:18 Diving Deep into Diversification

03:37 Personal Stories and Financial Insights

07:25 Rethinking Diversification in Finance

11:35 Creative Financial Strategies and Future Foundations

Links mentioned in the episode:

• Grab your very own copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop (physical and digital versions available)
• Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call

Watch this episode on YouTube here: https://youtu.be/9OGb0E-T3dg

Are you the kind of person known for juggling numerous tasks like a boss? Yet, internally you struggle with the chaos of busyness.

You might have heard about adopting mono-tasking to help discover clarity and peace.

Could mono-tasking have the same impact on your financial journey? Could financial focus bring clarity and peace amid money chaos and busyness?

If you want to build a strong financial future, focus is crucial to getting you there. Discover how we learned to focus on one thing at a time and overcome financial overwhelm.

00:00 Meet Carl: A Journey from Chaos to Focus

02:15 Diving into 'Five Smooth Stones': A Series on Timeless Principles

03:32 Carl's Story: A Personal Confession and the Power of Monotasking

08:03 Finding Financial Focus: The Journey Towards Monotasking with Money

10:46 Securing Your Financial Future: How to Get Started

11:42 The Importance of Focus in Business and Life

Links mentioned in the episode:

• Grab your very own copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop (physical and digital versions available)
• Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call

Watch this episode on YouTube here: https://youtu.be/BOrfB68fU2c

You have bad habits. We have bad habits. We're not here to judge.

There comes a time in your life when you feel a compulsion to change a bad habit. Maybe you're in one of those times right now. If you don't act right away, that feeling goes away quickly only to resurface later without any change.

Get ready to be inspired by Emily's story. She's a young woman on a journey of self-discovery and transformation. She agrees with Aristotle that our habits define us: "You are what you habitually do."

You already know the power of habits in shaping our lives and financial futures. A bad habit in one area can have impacts that ripple out into all areas of our lives. Again, we're not here to judge but we do want to empower you to make the change you wish to see in your habits.

Discover practical ways to overhaul those bad habits ready for transformation. Get ready for how easy it can be. Start with small, seemingly insignificant steps. Learn the chicken and egg of motivation. Find your community support.

00:00 Emily's Journey of Transformation

03:03 Exploring the Power of Habits with Aristotle's Wisdom

05:34 Practical Steps to Changing Habits and Building Wealth

12:58 The Importance of Community and Connection in Financial Growth

Links mentioned in the Episode:

• Grab your very own copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop (physical and digital versions available)
• Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call

Watch this episode on YouTube here: https://youtu.be/FXYarTy5F74

How do you like your adventures?

On the edge? Only a little risk?

Close to home? Far away?

With family and friends? All on your own?

Active? Relaxing?

Financial?

What??? Financial?

Yes, financial adventures can be the best!

Tired of cookie-cutter, done-for-you money management that doesn't fit you unique goals and dreams?

Join us for the adventure of a lifetime. Literally!

00:00 Lily's Financial Adventure: A Tale of Growth and Discovery

02:27 Reflecting on Lily's Journey and Its Lessons

03:17 Life as an Adventure: Applying Principles to Money

05:14 The Power of Preparation and Embracing Challenges

11:14 Finding Joy and Fulfillment in Your Financial Journey

14:42 Embracing the Adventure: Overcoming Challenges and Regrets

16:09 Conclusion: The Importance of Applying Wisdom to Your Journey

Links mentioned in the episode:

• Get your copy of Five Smooth Stones here: www.wealthwisdomfp.com/shop

Have you ever experienced the harsh reality of Parkinson's Law?

Maybe it was in college where you crammed the night before a test when you could've been studying all semester.

Maybe you experienced it when you had a work deadline that got moved up and you still got the project completed in time.

Have you ever tried using Parkinson's Law to build wealth?

Don't miss this episode for inspiration to use such a powerful, natural human inclination to your advantage rather than against you!

00:00 Meet Joe: A Journey from Procrastination to Success

03:24 Harnessing Parkinson's Law for Financial and Business Success

06:23 The Power of Pre-decisions in Managing Money

10:20 Maximizing Income and Preparing for Future Financial Opportunities

14:18 The Importance of Pre-deciding Your Financial Future

Links mentioned in the episode:

• Get your copy of Five Smooth Stones here: www.wealthwisdomfp.com/shop

Watch this episode on YouTube here: https://youtu.be/KuFyFHYd6ow

What do you do first when you wake up in the morning?

What do you do first when you start your work day?

What do you do first when you receive money?

The answers to these questions reveal a lot about our hearts.

In this episode, we reveal 3 positive results we saw when we changed what we do first when we receive money.

Want to transform your money story? What if you started with what you do first?!?!

Links mentioned in the episode:

• Grab your very own copy of Five Smooth Stones here: https://www.wealthwisdomfp.com/shop (physical and digital versions available)
• Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call

00:00 The Power of Prioritizing: Sarah's Story

02:57 Exploring the 12 Foundational Money Principles

04:22 The Principle of Putting First Things First

04:26 The Importance of Time and Money Management

11:15 Prioritizing Giving and Saving in Your Financial Plan

13:27 Overcoming the 'Yeah Buts' and Taking Control

Watch this episode on YouTube: https://youtu.be/YzGZiexz3pg

Recently, Brandon added "An Authorized Infinite Banking Practitioner" to his status as a Bank On Yourself® Professional. Here's proof: https://infinitebanking.org/agents/neely758.

Who better to share their perspective on what BOTH Bank On Yourself AND Infinite Banking bring to bettering your financial future?

As Brandon shares in the episode, we don't want to be so much AGAINST anything or anyone. We want to be FOR our clients!

Get the books:

• The Bank On Yourself Revolution: https://www.bankonyourself.com/shop/the-bank-on-yourself-revolution-paperback
• Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/

Start the process:

• Schedule a Discovery Call: https://www.wealthwisdomfp.com/call

00:00 The Power of Positivity in Finance

01:48 The Impact of Faith and Financial Books on Our Lives

02:06 Exploring the Bank On Yourself Concept

04:04 The Influence of R. Nelson Nash and Infinite Banking

07:13 The Importance of Choosing the Right Financial Professional

08:10 Why Bank On Yourself and Infinite Banking Matter

12:01 The Significance of Education and Choosing Wisely

Why are people of all ages so stressed about money? Is it because we're all screwed? Is it because of all the negativity that helps social media posts and news articles get clicks?

Which financial services firm would you rather work with?

(1) Head in the Sand Financial Services - "We deliberately refuse to accept the truth just like you."

OR

(2) Head in the Clouds Financial Services - "We have lofty goals we're never gonna hit too!"

Amid a chaotic world, Brandon emphasizes the need for a balanced approach, avoiding the extremes of denial and unrealistic ambition. Using wealth wisdom and strategies like Infinite Banking and Profit First, Brandon advocates for proactive financial planning and setting realistic goals to navigate and overcome financial challenges.

Plus, he shares exactly how the dreamer and the ostrich can find their financial grounding!

00:00 Dramatic Opening: The Financial Dilemma We All Face

02:01 Breaking Down Financial Personalities: Ostriches vs. Clouds

05:31 Strategies for Financial Stability and Growth

07:09 Empowering Your Financial Future: Beyond Ostriches and Clouds

09:52 Conclusion: Mastering Your Financial Destiny

Links Mentioned in the Episode

• Get your head out of the sand and out of the clouds by getting a copy of Five Smooth Stones at https://www.wealthwisdomfp.com/shop
  • Both paper and Kindle versions are available!

Watch this episode on YouTube here: https://youtu.be/sGt3kvldz0s

Are you a 'HENRY' - High Earner Not Yet Rich?

Some, despite earning six figures, still live paycheck to paycheck. There are too many potential causes. There's inflation, student loans, and pressures amplified by social media! Might the banking system or conventional financial strategies be to blame?

Here's your chance to redefine 'HENRY' and get off the struggle bus. It's all about flipping the script and redefining the same acronym: HENRY.

Plus, we offer 2 FREE resources to guide you in embracing a new financial story. It's time to break the paycheck-to-paycheck cycle and to enjoy life more!

00:00 Unpacking the HENRY Acronym: High Earner, Not Yet Rich

00:44 Introducing the Wealth Wisdom Financial Podcast - NEW INTRO!

01:58 The Struggle of Six-Figure Earners: Causes and Culprits

04:27 Breaking the Cycle: A New Take on HENRY

09:44 Building Your Money Team and Staying in Control

14:49 Exclusive Resources: Five Smooth Stones and Wealth Wisdom Community

Links mentioned in the episode:

• Get your free, digital sample of Five Smooth Stones here: https://bit.ly/sample5smoothstones
• Start a 1-month, free trial of the Wealth Wisdom Financial Community here: https://wealthwisdom.mn.co/plans/291835?bundle_token=bde9e9f267ba608aeae8b07e037063f2&utm_source=manual

Watch this episode on YouTube: https://youtu.be/C-9pnUZDe4Q

This episode addresses the six common financial 'fires' or challenges that can potentially derail one's financial well-being.

These 6 fires are (1) liquidity needs, (2) long-term disability, (3) loss of life, (4) long-term care, (5) longevity, and (6) legal liability. Get your fire extinguishers ready BEFORE one of these fires hits you or your family!

Join your hosts and special guest Mark Willis, CFP®. This episode is full of real-life examples. We also quickly get hopeful with ideas and share a software we offer to our clients: Asset-Map. Asset-Map is a tool visualizing one's financial situation, assets, liabilities, and insurance policies to prepare for and mitigate these risks effectively. We also touch upon the psychological aspects of financial planning and the peace of mind that comes with being prepared.

By fostering an understanding of these challenges and encouraging proactive planning, the episode aims to empower listeners to achieve financial peace and security.

00:00 Opening Remarks: Navigating Financial Well-being

01:29 Personal Stories: The Impact of Financial Planning

06:14 The Six L's of Financial Security

06:33 Deep Dive into Liquidity Needs

07:51 Understanding Long-Term Disability

10:51 The Importance of Life Insurance

15:04 Addressing Long-Term Care Concerns

18:26 Facing the Reality of Longevity

21:33 Legal Liability and Legacy Planning

26:19 Empowering Fire Prevention Strategies

26:54 The Essence of Planning Over Plans

28:44 Introducing the Jetson Family: A Financial Planning Case Study

37:24 The Flinstone Family: Navigating Complex Financial Landscapes

48:18 Closing Thoughts and Invitation to Join the Financial Planning Revolution

Next steps! Get your Asset-Map by scheduling a call and putting Asset-Map in the notes.

• Schedule a call with Brandon Neely or Amanda Neely, CFP® here: https://www.wealthwisdomfp.com/call
• Schedule a call with Mark Willis, CFP® here: https://nyafinancialpodcast.com/

Remember, it's not the plan or the tool that matters as much as the guide who comes alongside you to prevent financial fires!