Best Brandon Neely And Amanda Neely Cfp Podcasts (2025)

1
Streamline or Struggle: Financial Systems That Unlock Growth 26:14

2d ago26:14

26:14

Are you stuck in a business plateau despite working harder than ever? This episode reveals why proper financial systems are the missing key to unlocking sustainable growth and higher profitability. We share real stories of entrepreneurs like Rachel and Marcus who transformed their struggling businesses by implementing three critical financial frame…

1
What's Stopping Your Business From Growing Faster? 26:15

9d ago26:15

26:15

Are you stuck in a business plateau despite working harder than ever? This episode reveals the three critical mindset shifts that successful entrepreneurs make before their revenue and profitability soar. We share the stories of real business owners who transformed their companies by changing how they think, not just what they do. From Maria's desi…

1
Stop Believing THESE Debt Myths (Before It's Too Late) 58:41

16d ago58:41

58:41

Are you throwing money away each month and working extra hours just to pay interest? The average American pays $8,000 per year in interest alone. That's $667 every month! But the real cost isn't just the dollars—it's the extra hours you work to pay those bills. In this eye-opening episode, we expose five dangerous debt myths that could be forcing y…

1
Work-Life Integration for Business Owners 28:20

23d ago28:20

28:20

Is your business taking over your life? Meet Sophia. She runs a bakery. She almost quit because work consumed all her time. Now she takes six weeks of vacation every year. Her bakery makes more money than before. She spends quality time with her family. Learn five simple ways to blend work and life better: Link your business to what matters most to…

1
Delegation Strategies for Control-Freak Entrepreneurs 29:09

1M ago29:09

29:09

Are you working harder than ever but feeling stuck at the same income level? The number one problem holding back most entrepreneurs is the inability to delegate effectively. In this episode, you will meet James, a web designer who collapsed from exhaustion after working 80-hour weeks. Why? Because "nobody could do it as well as he could." One year …

1
Small Business Owners Must Set Boundaries To Achieve Success 25:28

1M ago25:28

25:28

Are you slowly killing your business by failing to set boundaries? In this essential episode, we reveal why the real cause of many business failures isn't competition or the economy – it's boundary issues that lead to financial depletion and burnout. Discover the four critical boundaries every successful business needs: Time boundaries that protect…

1
How to Work Less & Earn More in Your Business 20:09

1M ago20:09

20:09

Are you trapped in the cycle of working more hours but seeing less profit? In this eye-opening episode, we explore the transformative journey of Lisa, a marketing consultant who went from working 70+ hour weeks and missing her daughter's birthday to running a thriving business on just four days a week while doubling her income. Discover the three-p…

1
Business Owner's Guide to Life-Long Tax Planning 21:36

2M ago21:36

21:36

Could your current tax strategies be creating a ticking time bomb for your future? Sam built a successful business for 30 years. Then, he lost nearly half their $2 million sale price to unexpected taxes. In this forward-thinking episode, we explore tax planning beyond just this year's return. You'll discover: Three critical tax-planning timeframes …

1
Bookkeeping Systems for Busy Entrepreneurs 14:13

2M ago14:13

14:13

Is your "I'll do the bookkeeping later" approach quietly sabotaging your business success? Maria discovered her retail shop was hemorrhaging $28,000 on an unprofitable product line. Never didn't realize it earlier because she couldn't see the numbers clearly. In this practical episode, we share the simplest bookkeeping system that actually works fo…

1
Small Business Tax Mistakes 16:39

2M ago16:39

16:39

Are your tax deductions putting your business at risk? Meet Toni, a wedding photographer who nearly lost everything over $12,000 in questionable deductions that triggered an IRS audit. In this episode, we unpack the most common tax mistakes small business owners make and how to avoid them. You'll discover: Three legitimate deductions many business …

1
Tax Strategies for Business Owners Under $1 Million 24:52

2M ago24:52

24:52

Are you making these common tax mistakes in your small business? Most owners making under $1M are either overpaying in taxes or putting themselves at risk with the IRS - and they don't even know it. In this episode, we unpack three key tax strategies specifically designed for businesses with under $1M in gross revenue. You'll discover: Why playing …

1
Securing Your Business's Future: The Key Person Strategy 13:17

3M ago13:17

13:17

Could your business survive losing a key team member tomorrow? Most can't - but there's a solution that too few business owners know about. In this episode, we're tackling a critical but often overlooked strategy that could save your business in a crisis (or in the dreaded “I quit effective immediately” situation). Plus, we'll show you how protecti…

1
Employee Retention Strategies That Won't Break the Bank 19:17

3M ago19:17

19:17

Want to offer better employee benefits but think your small business can't afford it? Think again! This episode breaks down creative ways to provide meaningful benefits that can help you attract and retain top talent - without breaking the bank. We'll show you how small businesses can actually have an advantage over big corporations when it comes t…

1
How to Get the Best Private Money Deal with Kevin Amolsch 40:10

3M ago40:10

40:10

Wondering if real estate notes might be a smarter investment than managing rental properties? In this interview, we dive deep with Kevin from Pine Financial Group, who's managed over $1 billion in real estate deals. He shares why some investors are choosing debt over property ownership, and how this strategy could protect your wealth in uncertain t…

1
Building Company Culture in Small Business 15:14

3M ago15:14

15:14

Do you think building a great company culture means having a massive budget for fancy perks? Think again! This episode shatters the myth that meaningful company culture is only for big corporations. We explore how small businesses can create thriving workplace environments. These strategies attract and retain top talent—without breaking the bank. K…

1
How to Hire: Complete Guide 25:06

3M ago25:06

25:06

Thinking about hiring your first employee but worried whether your business can really afford it? We've got you covered! In this episode, we talk about what really matters before you hire - getting your money in order. While lots of experts focus on finding the right person, we'll show you why having strong business finances is just as important as…

1
Setting Financial Goals: A Framework for Entrepreneurs 19:42

4M ago19:42

19:42

Ever feel like your business goals are more like wishful thinking than an actual plan? You're not alone. Many entrepreneurs struggle with conventional goal-setting approaches. Conventional goal-setting doesn't account for the dynamic nature of business. In this episode, we share a revolutionary framework for setting business goals that actually wor…

1
Business Owner's Guide to Cash Flow Management 23:55

4M ago23:55

23:55

Ever feel like success is draining your bank account? You're not alone. Many business owners discover that growing revenue doesn't automatically mean better cash flow. In this episode, we reveal the 5 most common cash flow surprises that blindside business owners. More importantly, we share how to handle them like a pro. You'll learn: How to naviga…

1
Financial Systems for 7-Figure Business Growth 23:01

4M ago23:01

23:01

Ever feel like your business systems aren't keeping up with your growth? Many entrepreneurs hit a ceiling not because of their products or market. They plateau because their financial systems can't scale. In this episode, we reveal 3 critical financial systems. These systems separate 6-figure businesses from 7-figure empires. You'll discover: How t…

1
How to Create a Small Business Budget That Actually Works 17:01

4M ago17:01

17:01

Do you keep making budgets that never work in real life? Like many business owners, you might find that old-school budgeting just doesn't fit how you run your business. In this episode, we share simple ways to make your budget work better for you. You'll learn: How to think of your budget more like a GPS that helps you, not a strict diet that makes…

1
Design Your 2025: A Different Kind of Resolution 13:25

5M ago13:25

13:25

Ever feel overwhelmed by traditional New Year's resolutions? What if there was a simpler way to shape your 2025? Could you start by focusing on how you want to feel rather than just what you want to achieve? This special New Year's episode explores a refreshing approach to planning your year. It's the perfect episode to listen to while reflecting o…

1
The Ultimate 2024 Recap: Looking Back at the Year 11:36

5M ago11:36

11:36

Do you ever wonder if you're learning from your experiences or just living them? Want a simple way to extract wisdom from your year? Want to review without getting lost in complicated reflection exercises? This is a quick but powerful episode. Discover a clever exercise transforming how successful entrepreneurs review their years for nearly two dec…

1
The Psychology of Your Year-End Money Moves 21:54

5M ago21:54

21:54

Ever find yourself panic-purchasing business tools at 2 AM during the holiday season? Or maybe you're wondering if that end-of-year equipment purchase is really about growth – or just about taxes? In this episode, we dive deep into the psychology behind those year-end money decisions that can make (or break) your business's financial future. Key Qu…

1
Reset Your Money Mindset: From Scarcity to Abundance 21:33

5M ago21:33

21:33

Ever wonder why some people attract financial abundance while others stay stuck in scarcity? Even with similar incomes? In this episode, we dive deep into the psychology behind your relationship with money. Join us to explore how to transform your mindset from scarcity to abundance as we head into 2025. Key Quote: "Money is important - but it's imp…

1
The Business Owner's Wealth Trap: Breaking Free from the Revenue-Wealth Gap 22:10

5M ago22:10

22:10

Ever look at your business bank account and feel successful? Then, you glance at your personal accounts and wonder where all the money went? You're not alone. Join us as we explore the hidden disconnect between revenue and wealth. The Revenue-Wealth Gap trips up even the most successful entrepreneurs. Discover why making more money isn't the answer…

1
Beyond the Business: Building Personal Wealth for Long-Term Entrepreneurial Success 17:14

6M ago17:14

17:14

Discover why focusing solely on your business could put your personal financial security at risk—and learn the strategy that keeps you financially safe, whether your business thrives or not. In this episode, we reveal: The #1 reason businesses fail (hint: it’s not a lack of passion or a bad product). Why your business shouldn’t be your only retirem…

1
Breaking the Failure Cycle: Mastering the Numbers Game in Small Business 27:42

6M ago27:42

27:42

Discover why 45% of businesses fail in the first 5 years (hint: it's not about your product or service) and learn the revolutionary system that's helping entrepreneurs break free from the feast-or-famine cycle. In this episode, we reveal: Why traditional budgeting is setting you up for failure A counterintuitive approach that makes profit inevitabl…

1
Decoding Your Financial DNA: Aligning Your Business with Your Life's Purpose 15:56

6M ago15:56

15:56

Ever wonder if your business is truly aligned with your life's calling? What if your entrepreneurial journey was more than just making money? What if your business fulfilled your destiny? In this episode we're diving deep into the secret sauce of your "financial DNA" - that perfect blend of your life's purpose, your money story, and your path to pr…

1
STRENGTH IN NUMBERS Means BIG Wins for Small Business! 16:22

6M ago16:22

16:22

Is your small business feeling the weight of the world on its shoulders? Newsflash - you don't have to go it alone! In this must-see episode, we're unveiling the not-so-secret superpower that can transform your entrepreneurial journey: the power of collaboration. Small businesses are the backbone of the American economy, but the statistics are sobe…

1
Smarter Generosity Made EASY! 17:54

7M ago17:54

17:54

Have you ever felt torn between your desire to give generously and your need to maintain financial stability? Watch as we unpack how combining strategic giving with sound financial practices creates a powerful formula for lasting impact and personal stability. Are you ready to revolutionize your approach to generosity? It's time to learn how pre-de…

1
Is Leaving a Financial Legacy Virtuous? Balancing Self-Care, Family Values, and Generational Wealth 17:18

7M ago17:18

17:18

Is your legacy plan secretly working against your family's future? Watch as we unpack the multi-trillion-dollar wealth transfer reshaping America's financial landscape - and why traditional inheritance planning might set your family up for failure! Have you ever wondered why some families maintain their wealth for generations while others lose it a…

1
Compounding Kindness: Unlikely Stress-Reducing Financial Concepts 20:53

7M ago20:53

20:53

Have you ever considered that the secret to easing financial stress could be rooted in kindness? Join us as we reveal how combining four unconventional financial strategies can create a compounding effect of kindness and reduced stress. (kind of like how compound interest grows wealth over time) Are you ready for a masterclass in financial wisdom? …

1
How Bank On Yourself, Profit First, EOS, YNAB and STILL Combine for Financial Success 19:28

7M ago19:28

19:28

What if we told you that your financial strategies are working against each other, sabotaging your wealth-building efforts? (Spoiler alert: For many, they are!) Watch as we reveal how combining 5 powerful financial concepts can create a synergy that supercharges your personal and business finances. Have you ever wondered why some entrepreneurs seem…

1
Planning Your Financial Future: Why Money Isn't the Only Factor! 23:01

8M ago23:01

23:01

What if we told you that your bank balance is lying to you about how rich you really are? (Spoiler alert: For many, it is!) Watch as we pull back the curtain on the 5 crucial puzzle pieces of true wealth that are helping savvy individuals live richer, more fulfilling lives. Have you ever wondered why some people seem content despite modest bank acc…

1
Money Lessons from Past Recessions: Smart Strategies for Today 18:48

8M ago18:48

18:48

Unlock the secrets of financial resilience with our latest episode! We're diving deep into the money vaults of history to extract golden nuggets of wisdom that can fortify your finances today. In this episode, you'll discover: • The "Three R's of Recession Resilience" that have stood the test of time • How your great-grandparents' Depression-era tr…

1
Grow Your Retirement Money Safely in Turbulent Times 14:26

8M ago14:26

14:26

What if we told you that your 401(k) might be more of a rollercoaster than a reliable retirement vehicle? (Spoiler alert: For many, it is!) Watch as Brandon and Amanda pull back the curtain on a little-known financial tool that's helping savvy retirees sleep better at night. Have you ever wondered how some people seem unfazed by market crashes? Or …

1
Stay Strong with Money: Build Resilience for Tough Times 19:18

8M ago19:18

19:18

Are you tired of watching your hard-earned money crumble in the face of economic uncertainty? Watch as we reveal the strategy that transformed our financial future - and it has nothing to do with the stock market rollercoaster. Prepare to have your perspective on financial planning flipped upside down. Are you ready to learn more about Bank on Your…

1
Make an Impact, Be Tough but Adaptable with Perry Marshall 59:13

8M ago59:13

59:13

Have you ever wondered why some businesses thrive while others struggle? Or why being agile in today's economy is more crucial than ever? It's not random. Specific principles drive savvy entrepreneurs to stay ahead. Are your business strategies truly effective, or are you being held back by outdated financial wisdom? What if we told you that a sing…

1
Fad Fiction: What the Latest Financial Trends Really Do to a Financial Plan 21:09

9M ago21:09

21:09

Are you unwittingly falling for financial fads that could derail your wealth? What if we told you that some of history's brightest minds have been duped by financial manias? (Spoiler alert: Even Sir Isaac Newton wasn't immune!) Have you ever wondered how Ponzi schemes still manage to fool people? Or why seemingly rational investors get caught up in…

1
How Financial Advisors Prey on Human Psychology 27:23

9M ago27:23

27:23

Are your financial decisions truly your own, or are you being puppeteered by hidden psychological forces? What if we told you that your brain might be your biggest obstacle to financial success? (Spoiler alert: It probably is.) Watch as Amanda pulls back the curtain on behavioral economics. Have you ever wondered why you impulse-buy things you don'…

1
Buying Lattes Verses Everything Else 23:29

9M ago23:29

23:29

Which is more important to being more financially responsible: (1) the daily expense or (2) the major financial decision? Is penny-pinching and skipping small treats the key to financial freedom? Or, could it be that, if you get large expenses figured out, you can let the small things take care of themselves? What if there's a middle ground with wa…

1
The Real Cost of Fees and Why You Should Care 35:07

9M ago35:07

35:07

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…

1
Debunking the Myths: 8 Common Misconceptions About Infinite Banking 20:54

10M ago20:54

20:54

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 …

1
The Planner Perspective: Amanda Neely, CFP® on Integrating Infinite Banking into Your Financial Plan 25:57

10M ago25:57

25:57

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…

1
Infinite Banking Unveiled: Trends, Strategies, and Pitfalls with Brandon Neely 15:51

10M ago15:51

15:51

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…

1
5 Bank On Yourself Professionals Share Why They Do What They Do 36:23

10M ago36:23

36:23

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…

1
Client Spotlight: When the Worst Happens to a Parent with James Miles 55:55

11M ago55:55

55:55

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…

1
Foundation 12: How to Write a Good Ending to Your Financial Story 20:48

11M ago20:48

20:48

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 …

1
Foundation 11: The Importance of Community for Wealth Building 23:41

11M ago23:41

23:41

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…

1
Foundation 10: How To Take Ownership and Build Financial Confidence 22:52

11M ago22:52

22:52

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…

Podcasts Worth a Listen

Brandon Neely And Amanda Neely Cfp Podcasts

Podcasts Worth a Listen

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