Amanda Neely public
[search 0]
More
Download the App!
show episodes
 
Artwork

1
Wealth Wisdom Financial Podcast

Brandon Neely and Amanda Neely, CFP®

Unsubscribe
Unsubscribe
Weekly
 
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’ ...
  continue reading
 
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
  continue reading
 
Loading …
show series
 
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, Sari, 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 generatio…
  continue reading
 
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…
  continue reading
 
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 …
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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. …
  continue reading
 
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 …
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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 …
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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 …
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
In 2024, is it more difficult than ever to save money? Is it still important? Are we so trapped that the only cure is doom spending? Let's get some historical perspective - complete with legit charts and graphs! We reveal a future crisis that could be even bigger than the student debt crisis. Then, we turn to how to break the cycle without cash stu…
  continue reading
 
What is the hardest and nastiest problem in finance? What would Nobel Prize winning economist, William Sharpe say it is? It's retirement income planning. More Americans turned 65 years old in 2023 than in any other year in American history. This transition of the baby boomer population into retirement impacts everyone and everything. Check out toda…
  continue reading
 
What do you think is the most common mistake real estate investors make? See if we come up with the same answer in this episode. Hint: We mention Arthur Guinness of Dublin, Ireland. He's the legend behind Brandon's favorite beer. Plus, we share 3 crucial steps to avoid this common mistake. One of these steps includes a way to save thousands of doll…
  continue reading
 
Many entrepreneurs face a dilemma of balancing financial stability and pursuing passion. First of all "balance" is too heavy of a target. How about a mix? Join Amanda as she lays out five core principles shaped as '5 P's' of combining passion and profit. The 5 P's offer a thoughtful blend of history, practical, and inspiration. Ready for a fulfilli…
  continue reading
 
Watch this episode on YouTube: https://youtu.be/m45N7dByxPA What if you had a flowchart for your money? What if you could easily see how every dollar that enters your sphere flows through your ecosystem? Would you like to see someone else's flowchart too? In this week's podcast, we reveal the exact flowchart we use today. It's our 1-page money "tre…
  continue reading
 
Are you considering Profit First for your business or side hustle? Using Profit First but unsure how it'll work as you grow your revenue? Then, you'll love this episode where we revisit Profit First after fully using it for 5 years and seeing our business grow by leaps and bounds. We even share a couple hacks we use to save time and implement effic…
  continue reading
 
This week, we talk about budgeting and why it can be a bit tricky. I (Amanda) will share my stories about budgeting, going all the way back to when I was in middle school. I'll also show you a budgeting app called Y.N.A.B. (You Need a Budget) and share my own way of using it. We'll also take you to the "Cash Flow Control Room," a safe place for man…
  continue reading
 
In this week's podcast, we joyfully commemorate the ten-year anniversary of our Bank On Yourself® policy. Throughout the episode, we take a trip down memory lane, reflecting on the past decade and sharing insights into how we've evolved and flourished both personally and as business owners by embracing this transformative mindset. The impact of thi…
  continue reading
 
As your wealth grows, are you supposed to buy more expensive houses, cars, clothes and everything else? The advertisers and marketers certainly want you to. This episode is for everyone with a growth mindset who will have more money in the future than they do today. What does it look like to embrace clarity and joy as your wealth grows without feel…
  continue reading
 
In this week's podcast, we reveal 10 (Essential) Questions to Ask a Financial Planner. Curated over time, we hope that these questions will serve as a solid basis for you to come back and revisit in your lifetime. While we do not answer all of these questions, we give you wisdom as to the why these are great questions to ask and return to. We also …
  continue reading
 
How does real, lasting change happen? We think most would agree that New Year's Resolutions are NOT the key to transformation. But what is? In this episode, we share 4 tips for making greater financial freedom possible in the future. The first one might surprise you. The second one might make you cry. The third one is often misunderstood. The fourt…
  continue reading
 
In our latest episode, we share three helpful tips to help you end the year with more wealth. We explain that wealth is not just about money; it includes things like good health, strong relationships, and a positive mindset. It's important to consider our overall health when reflecting over the holidays, and contemplating upon the New Year to come.…
  continue reading
 
In this week's podcast, we explore the different ways people face risks while trying to achieve financial freedom. We also look at the advantages and disadvantages of taking risks, helping you understand how to make decisions that are right for you. We discuss how feelings like fear and anxiety are inner-guides on your path, whether it's risk-takin…
  continue reading
 
In this latest episode, we dive into the exciting world of Financial Freedom. We explore clever shortcuts that can help people achieve their money goals faster and easier. ChatGPT joins the conversation to share its insights, making the discussion even more interesting. We examine our own thoughts and compare them to ChatGPT's, creating a fun and i…
  continue reading
 
Chaos is everywhere, especially in the holiday season. C.onfusion H.aphazardness A.nxiety O.verwhelm S.tress Catch this episode to hear our antidote for holiday shopping and gift giving chaos. No, it's not spend less (but you could). Perhaps chaos isn't in your holiday shopping and gift giving. Maybe it's with money. We apply the same antidote - an…
  continue reading
 
If you asked someone in the late 1800s what Black Friday was, they’d point to Friday, September 24, 1869. We reveal why in this episode and how that original Black Friday impacts our stories today! Don’t worry, we’ll also talk about the current definition of Black Friday in both the US and the UK. As we continue our discussion, we highlight alterna…
  continue reading
 
"Whole life is the most common form of permanent insurance. Premiums ... remain the same throughout the policy period." - financial planning textbook Does that mean whole life premiums are inflexible? We asked ChatGPT, "Are whole life premiums flexible?" CHATGPT said: "Yes, whole life insurance premiums can be flexible to some extent, depending on …
  continue reading
 
Do you know your financial freedom number? When will you have enough money to have a comfortable life even if you stop working? How will you know? There's the 4% rule. What about the updated 2.8% rule from Dr. Wade Pfau? One of the biggest fears of retirees is running out of money before they run out of life! We offer a recipe for financial success…
  continue reading
 
It's no secret the Fed has been raising interest rates over the last couple years. What most don't realize is that the impact of those higher interest rates impacts debt as compared to savings. Imagine you want to buy a car. Taking a car loan at a higher interest rate means you'll pay more interest but do you know how much? Saving up to buy a car w…
  continue reading
 
In this week's episode, Amanda and Brandon talk about something really important - how much it costs to buy a home in 2023. They're like detectives, breaking down all the numbers to find out the truth! You see, things have changed a lot since 2019. Back then, homes were cheaper, and it was easier to get a loan to buy one. But now, in 2023, things h…
  continue reading
 
In this week's exciting episode, we dive into the 2023 Charles Schwab Modern Wealth Survey. We chat about a fascinating topic – how much Americans need to feel wealthy. You see, feeling wealthy isn't just about having lots of money; it's about what makes people feel rich and content in their lives. You'll hear us break it down into simple terms, so…
  continue reading
 
In this week's exciting episode, Brandon and Amanda team up to uncover some of the misleading information from the Federal Reserve Bank and spread by Dave Ramsey. They want to help you have real hope based on long term perspective so you can make informed decisions about your money. By debunking common misconceptions, they aim to provide you with a…
  continue reading
 
In this week's podcast episode, Amanda and Brandon are talking about something really important called "living wages." They want to help us understand what living wages used to be a long time ago and how they are today. Amanda and Brandon won't just talk about the past; they'll also give us some ideas on how we can make more money in our own lives …
  continue reading
 
We are celebrating five years of making podcasts! Look back with us at how their podcasting adventure has changed and grown over time. We share stories about the problems we faced and the cool things we achieved as we work super hard and love what we do. We also share how doing podcasts changed us on a personal level. We show how our own growth con…
  continue reading
 
In this latest podcast episode, we make a significant announcement, revealing that the release date for the podcast is shifting to Wednesdays. This adjustment demonstrates our commitment to providing consistent and valuable content to you. By choosing Wednesdays as the new release day, we are aiming to capture a wider audience base, as mid-week rel…
  continue reading
 
In today's episode, Amanda delves into the critical topic of setting one's sights on financial goals. She passionately discusses how having clear financial objectives serves as the cornerstone of a successful financial journey. Amanda underscores the significance of imagination in this process, highlighting how it enables us to envision and subsequ…
  continue reading
 
Loading …

Quick Reference Guide