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Wealth Wisdom Financial Podcast

Brandon Neely and Amanda Neely, CFP®

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There are a lot of financial podcasts. Most of them repeat the same advice: Limit your spending, make a budget, invest in the stock market. But the future is uncertain. You never know when financial emergencies or changes in the economy will eat up your earnings. It’s overwhelming and stressful. And even if you act on every piece of advice, you might still feel like you should be further along and closer to your goals. That’s why many step away from conventional financial thinking: It doesn’ ...
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Community + connection. Real women, real stories, told in authentic and organic ways. Different backgrounds, diverse in countless ways with three crucial things in common: BRAVE INSPIRING BEAUTIFUL #women #community #sisterhood #authenticity Support this podcast: https://podcasters.spotify.com/pod/show/rainydaycollective/support
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In this episode, we ask: What is your financial story? Who is Amanda Neely? What is the S.T.I.L.L. method? Would you like to hear additional episodes with Amanda? What are the 12 principles and the 5 steps? What is in the book Five Smooth Stones? What about setting your sights? What about tracking your in-and-outs? What about inspecting your progre…
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Do you ever wonder: How does the Infinite Banking concept fit into a comprehensive financial plan? Is it similar to or different from a traditional or a conventional financial method? How does it work with more conventional methods? Who does it work best for? How much should someone put into their policy? Join Amanda Neely, CFP® as she answers thes…
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Are you intrigued by the hidden impact of fees on your retirement savings? Do you want to uncover the truth about compound interest's 'sneaky dark side'? Watch as Amanda and Brandon expose 5 key places where hidden fees might be lurking in your financial plans. They debunk the myths around compound interest and reveal how even small fees can devour…
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In this episode, we ask: Would you like to hear Episode 360? What about losing the initial excitement? Why am I doing this in the first place? What are the steps? What about the application? What about the medical exam? What about medical records from your physician’s office? What about the health rating? Is getting a health rating a deal breaker? …
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Are you curious about Infinite Banking? Do you want to sort the facts from fiction? Then watch as Amanda and Brandon address the 8 common misconceptions about the Infinite Banking concept. They debunk myths such as Infinite Banking being a get-rich-quick scheme, only for the wealthy, or a new and unproven concept. It's time to learn more about tax …
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In this episode, we ask: Would you like to join our FREE! Not Your Average Online Community? What are you missing? Who is Julia Reid? Is Bank on Yourself® considered an investment? What does Pamela Yellen say in the Bank on Yourself Revolution book? What are some possibilities? What about compound growth? What about the classification of things? Wh…
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In this episode, we ask: Are you a business owner? Are you having difficulty hiring? What did a recent Gallup poll say? Who is Doug Peacock? Would you like to hear Episode 262? What are the seven ideas of “put me (life insurance) on your payroll”? Would you pay me like your lowest paid employee? Are you speaking about hiring an employee? As a thoug…
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Curious why Infinite Banking is becoming more and more popular? Ready to learn more about Infinite Banking? Join our in-house Authorized IBC Practitioner Brandon Neely as he tackles burning questions about this trending financial strategy. Questions Include: ▶︎ Why is Infinite Banking gaining massive popularity? ▶︎ How is it stacking up against tra…
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In this episode, we ask: Did something or someone take you out? Can you retire at all? What are some tactical strategies? Do you feel behind? What happened to the stock market? What happened in 2022? What does one need to keep up with inflation? What happened to the average 401(k) balance? How long does it take to break even? What is a single premi…
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What’s better than two Bank On Yourself Professionals helping you understand financial freedom? Obviously, it’s FIVE of them to learn from. Brandon, Ben, Sarry, Chris, and Ryan are here to tell us how they achieved financial freedom and why they want to help you get there too. This candid conversation helps you understand the importance of generati…
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In this episode, we ask: What if…? What if you could be the master of your financial domain? Who is Grant Thompson? Would you like to hear Episode 208? When was Grant’s “aha” moment? What really works with money? What is the right thing? What is the truth? What should we be doing? What do you want? How about a story? What will be your exit plan? Wh…
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What's the worst thing that can happen to a parent? To lose their child. During this time it's important to be financially strong, especially when other children are mourning along with the parents. You might learn some useful money lessons from this experience. We hope you never lose a child. Here's your chance to hear James' story and learn throu…
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In this episode, we ask: What lasts forever? What could be happening right before our eyes? What did the February 2024 Bloomberg article say? How old is a 401(k)? Are we still living through the great experiment of a 401(k)? Is it forced? Who is going with the flow? Is it just automatic and easy? What’s the point? Why are many people starting to sc…
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What part of the movie is your favorite? What does your answer reveal about your money story? You might like the opening where the goals are set. You might like the climax where it's most dramatic. You might love a good ending. On your money journey, each stage is critical but how do you make sure the ending is good? Trigger Warning: We talk about …
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In this episode, we ask: What is finite? How do we solve that problem? What can be converted into a lifetime stream of income? Is there a stream of income that you cannot outlive? Would you like to hear Episode 354? How can you get through your retirement without coughing up a third of your income into taxes and fees? What about the allegory of the…
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How do you make your investment decisions? Imagine this: 75% of a certain group of investors make their choices based on what their preferred app shows. That's a staggering number, right? Now, let’s talk about Tony. He’s a young man who faced significant financial struggles because he was isolated and didn’t have the support he needed. Tony’s story…
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In this episode, we ask: What are you looking for? What are the reasons for setting up a policy? What are the downsides? What do we need to keep in mind? What about a finite amount of money? What about accumulating? What about taking money in retirement? What about outliving your money? What about dying too soon? What about triggering an estate tax…
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Welcome to another episode of The Rainy Day Collective! Today, we're honored to have Stephanie, a Brooklyn-based aura photographer, join us for an enlightening conversation. We'll dive into the heartwarming and often challenging experience of caring for hospice animals, explore personal interests like astrology, and discuss the transformative power…
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You know the value of ownership. America's founding fathers saw private property as a cornerstone of our society and democracy. Still today, many value owning their home mortgage-free. They see no mortgage payment as a requirement for a happy retirement. But, what really is ownership? What can you truly own? The answers might surprise you. For exam…
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In this episode, we ask: What did Mark learn from his parents? What was a great gift? What happened in high school? What did Mark receive after college? What happened with Dave Ramsey? How many jobs did we work? What did Mark’s mom do? What about health ratings? Would you like hear Episode 43? Would you like hear Episode 322? What did they discuss?…
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How does legislation enacted in 1933 impact your life today? Does that influence get bigger or smaller if you hear that legislation was repealed in 1999? The truth is this one piece of regulation has dramatic repercussions on how you approach creating the financial future you want. As they say, those who do not learn from history are doomed to repe…
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In this episode, we ask: Have you ever wondered what it takes? What are the struggles? Would you like to hear more from Lindsay and Ryan Rice of Rice Properties Group? How did they get started? How did they nurture and generate a referral-based business? What about relational business? What about transactional business? How about serving people? Ho…
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Welcome to another heartfelt episode of The Rainy Day Collective Podcast. I'm your host, Misty, and today we have a truly special conversation lined up for you. Joining us is the talented author Jocelyn Jane Cox, who's here to talk about her forthcoming memoir, "Motion Dazzle." We'll dive into Jocelyn's inspiring journey as a writer, from her MFA i…
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It's no secret that banks dominate both personal and business finance. Yet, the realities of fractional reserves and how bankers really think about debt might surprise you. For example, have you ever heard of Marriner Eccles? What if there was an alternative? What if that alternative put more power into the hands of everyday Americans? Want more co…
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In this episode, we ask: What about the hidden things in your financial life? Would you like to hear Episode 343? What is the hidden dimension to our financial portfolios? What is financial dark matter? What is price? What are the fees? What is obscure? What erodes wealth? What is small, invisible but constant? What are the consequences? What about…
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Compound interest is a misunderstood concept. From misattributed quotes to downright inaccurate ideas. Listen to hear the parable of two builders tasked with constructing a pyramid. One builder rushes in and struggles with the physical task. The other takes time to plan and make micro-adjustments, achieving success more efficiently. This story serv…
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In this episode, we ask: Can you imagine? Would you like to hear another story from Jay Helms? Would you like to hear Episode 243? How did Jay break free from the rat race? How did Jay leverage his Bank on Yourself® type whole life insurance policy’s cash value for real estate? What was the annualized return? What were the results? What was the dea…
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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 y…
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In this episode, we ask: What annual day did Americans just survive? Where do you pay tax? Who pays the most in lifetime taxes? Who pays the least? What about your heirs? Do you want theirs or your heirs to get the money? What is legally required? Would you like to hear Episode 199? What are the steps? What about income tax? What about assets that …
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Welcome to another enlightening episode of The Rainy Day Collective! In today’s conversation, host Misty is joined by Dana Castro, an accomplished brand and product photographer. Together, they dive into the complexities of personal growth, the challenges of establishing new boundaries, and the rejuvenating power of stepping outside comfort zones. …
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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 …
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In this episode, we ask: Would you like to see videos? Do you have an existing advisor? Can Mark predict what they will say? What are the motivations beneath their comments? What is it hard for them to hear? Can the other professional build a knock off version? What is completely normal? What about fewer fees? What about the loss of big commissions…
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Welcome back to the Rainy Day Collective! In today’s episode, Misty sits down with the wonderfully talented author Neely Tubati Alexander. Neely has captivated audiences with her women's fiction and rom-coms, receiving accolades from Cosmopolitan, Elle, and her award-winning novel, "Lovebuzz." Today, we'll hear about Neely’s journey as an author—th…
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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 y…
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In this episode, we ask: Can you imagine being 5 miles deep into the wilderness of Wyoming? How about that for a real-life encounter? What would you do if you faced a wild grizzly bear? What about the exceptional life? What about good power for the betterment of those in your care? What about Aslan’s safety in the The Chronicle of Narnia? Who is Ch…
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Join host Misty and this week's guest Amanda as they delve into a heartening conversation on the state of homelessness, mental health, and the systemic challenges that hinder progress. With Amanda's deep experience in education, street outreach, and comprehensive care management, this episode promises insights drawn from the front lines of social s…
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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 …
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In this episode, we ask: Why haven’t you subscribed yet? What big purchases are coming up? Can you earn your way out of expenses? What happens in retirement? Can you earn your way out of expenses throughout all of the ages of life? What’s the difference between earning income at age 35 and age 86? What allows for uninterrupted compounding? How is t…
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Welcome back to another inspiring episode of the Rainy Day Collective Podcast, fellow dreamers and change-makers! This week, we delve deep with Brusha, whose journey of self-discovery and empowerment teaches us the immeasurable value of community support, self-love, and resilience. We perfectly captured the essence of what it means to nurture one's…
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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 we…
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In this episode, we ask: What is a policy loan? Why do we love the Bank on Yourself® type whole life insurance policies? Is a non-direct recognition policy loan the best feature in the financial universe? What is a direct recognition policy loan? Is there really no difference between the two? Does it really matter? Why is transparency key? What is …
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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 …
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In this episode, we ask: Would you think long range? Would you like to hear Part 1, Episode 343? How about an example? What about an inheritance? Are you going to bet on it? What about creating legacy programs? What did you see? What didn’t you see? Who owned the number? What happened when Ms. Smith died? Who understood the idea of legacy? What are…
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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 do…
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In this episode, we ask: How do magicians make the impossible, possible? Have you heard financial advisors act like magicians? Do you want your financial advisor to retire before you? What don’t you see? Who is Len Renier? What is the Wealth and Wisdom Institute? What about knowledge? What about wisdom? Would you like to learn about hiddenomics? Wh…
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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) He…
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In this episode, we ask: What is the exceedingly odd number? Why? What about the imperial Roman war chariot? What about the space shuttle? What are the historical roots of our financial principles? What are the ruts? What are the engrained financial beliefs? What would you do? Who is stuck in the rut? What is analysis paralysis? What about second g…
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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 of…
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In this episode, we ask: How might you phrase a question? Would you like to hear some commonly asked questions? Would you like to email us at hello@nyafinancialpodcast.com? How much should be put into base premium and how much into paid up additions? Who is your Bank on Yourself® Professional? Who protects the Bank on Yourself® brand? Why is this i…
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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 fami…
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