Wealth Wisdom Financial Podcast copertina

Wealth Wisdom Financial Podcast

Wealth Wisdom Financial Podcast

Di: Brandon Neely and Amanda Neely CFP®
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A proposito di questo titolo

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't help them build long-term wealth or a lifestyle they love. The better alternative? Wealth wisdom! Wealth wisdom isn't one-size-fits-all advice, but timeless principles that show you how to build the wealth you want for your dream lifestyle—whether you're an employee or a business owner. The Wealth Wisdom Financial Podcast shows you how to build wealth in all areas of life and business and goes way beyond financial wealth. Hosts Brandon Neely and Amanda Neely, CFP® are pumped to be your allies as you expand your financial confidence to stand the tests of time. On the Wealth Wisdom Financial Podcast you will discover: - How a banker's mindset can help you be profitable in any economy - How to defeat financial confusion, haphazardness, anxiety, overwhelm, and stress - How to start a profit habit that ends entrepreneurial poverty - And much much more all grounded in the wisdom of the ages May you live long and profit.2018-2024 Economia Finanza personale Successo personale Sviluppo personale
  • Mindset Before Money: Why Most Financial Advice is Useless
    Feb 11 2026

    What if wealth isn't about the product you choose, but the mindset you bring before you choose it?

    In this Live Counterflow interview, Brandon sits down with Bob Regnerus, a coach, strategist, and long-time contributor in the Perry Marshall ecosystem, to explore why most financial and business strategies fail without alignment, conviction, and self-awareness.

    Bob shares insights from over 30 years of coaching high-performing entrepreneurs, athletes, and leaders, revealing how purpose, natural advantage, and 80/20 leverage shape results long before tactics ever matter.

    This conversation goes deep into:

    • Why copying successful people often backfires
    • How "clarity" can become a trap without action
    • The difference between hard work and aligned hard work
    • What your "financial nervous system" reveals about money decisions
    • Why systems pressure people into default thinking, and how to step out
    • How AI can amplify your strengths without replacing human intuition

    Bob also explains the Purpose Factor framework, a tool that helps people remember who they are, identify what lights them up, and recognize blind spots that quietly sabotage progress.

    If you're a business owner, entrepreneur, or leader who's tired of chasing tactics that don't fit, this episode will challenge how you think about money, growth, and leverage

    00:00 Welcome to Wealth Wisdom Financial Podcast

    00:05 Introducing Live Counterflow

    00:50 Mindset Shifts and Financial Nervous System

    01:13 Interview with Bob Ris: Coach, Mentor, Entrepreneur

    01:29 Bob's Background and Achievements

    05:49 The Importance of Purpose and Natural Advantage

    13:26 Financial Systems and Personal Purpose

    18:24 Purpose Factor and Self-Discovery

    22:09 Applying 80/20 Principle in Life and Business

    27:28 Discovering Your Marketing DNA

    28:03 Embracing Your Natural Strengths

    29:48 The Power of Experimentation

    31:00 Understanding Your Purpose Factor

    32:09 Commitment and Testing in Business

    34:03 The 80/20 Principle in Action

    35:30 How You Do One Thing is How You Do Everything

    37:52 Aligning Business with Personal Values

    45:12 Leveraging AI for Creativity and Efficiency

    49:17 Purpose Factor Assessment and Its Benefits

    52:51 Closing Remarks and Appreciations]

    Watch on YouTube: https://youtu.be/EQS5mXEXyPQ

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    55 min
  • Why Most Business Owners Struggle with Cash Flow and How Profit First Fixes It
    Jan 7 2026

    In this episode of the Wealth Wisdom Financial Podcast, we're joined by Jason Petro, a Certified Profit First Professional and seasoned entrepreneur with over 20 years of experience as a small business owner.

    Jason is one of the founding owners of the Profit First App, developed in partnership with Mike Michalowicz, author of Profit First. Having implemented the system in his own businesses, Jason now helps other entrepreneurs do the same—turning profit into a consistent, repeatable habit rather than an afterthought.

    Together, we explore why traditional accounting often leaves business owners frustrated, how Profit First shifts both behavior and mindset around money, and why building intentional systems is the key to sustainable profitability.

    This conversation goes beyond spreadsheets and software. It's about creating clarity, confidence, and a business that truly supports the owner—not just the expenses.

    ⭐ Key Quote "Profit isn't what's left over after expenses—profit is a habit, and when you build it intentionally, everything else falls into place." About Jason Petro

    Jason Petro is a Certified Profit First Professional Coach and seasoned entrepreneur with more than two decades of experience owning and operating small businesses. As one of the founding owners of the Profit First App, created in partnership with Mike Michalowicz, Jason has been deeply involved in bringing the Profit First methodology to life through technology.

    Having implemented Profit First in his own ventures, Jason now works with small business owners to help them build lasting profitability, improve cash flow, and make confident financial decisions. His passion lies in helping entrepreneurs make profit a consistent habit, not a once-in-a-while win.

    What You'll Learn in This Episode:
    • Jason Petro's role in the creation of the Profit First App
    • How Profit First works in real-world businesses
    • Why profit must be intentional to be sustainable
    • The behavioral side of money management
    • Common cash-flow challenges business owners face
    • How systems—not willpower—create financial success
    • Why profitability should come before growth

    Who This Episode Is For:
    • Small business owners and entrepreneurs
    • Service-based businesses
    • Anyone using or considering Profit First
    • Business owners who want clarity, consistency, and control over their finances

    If you've ever felt like you're working hard but profit still feels unpredictable, this episode will help you see how building the right system can change everything.

    More on Profit First: https://wealthwisdomfp.com/profit

    More on Jason Petro: https://www.profitprocoach.com/

    Get the Profit First App here: https://profitfirstapp.com/?via=wwfp

    00:00 Welcome to Wealth Wisdom Financial Podcast

    00:16 Introducing Live Counter Flow and Wealth Wisdom

    01:06 Meet Our Guest: Profit First Coach Jason

    02:52 Jason's Journey from Engineering to Profit First Coaching

    04:28 Implementing Profit First: Challenges and Successes

    06:05 Transitioning from Engineering to Coaching

    07:59 The Importance of Profit First for Small Business Owners

    10:28 Addressing Debt and Financial Challenges

    14:26 Setting Goals and Making Financial Adjustments

    17:28 Using Technology and Software for Financial Management

    21:14 Client's SaaS Expenses Shock

    22:29 Building the Profit First Software

    24:36 Profit First App Features and Benefits

    29:24 Navigating the Profit First App

    39:20 Upcoming Features and Conclusion

    Watch on YouTube: https://youtu.be/CHsYzS9oFhQ

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    44 min
  • Pressing Pause to Build What's Next
    Dec 31 2025

    What do you do when the thing you've been building needs room to become something bigger?

    Most people barrel into January with fresh goals, new planners, and that familiar pressure to start strong. But what if the bravest thing you could do right now is... pause?

    This isn't a farewell episode. It's a pivot point.

    In this final episode of the year, Brandon and Amanda share something they've been wrestling with behind the scenes. The podcast, the brand, the way they serve you—it's all evolving. And evolution needs breathing room.

    Before they step back, they're leaving you with one powerful gift: a simple end-of-year practice to reset your financial nervous system. No resolutions. No pressure. Just presence.

    You'll discover:

    • Why your money doesn't need a new plan—it needs a new nervous system experience
    • The STILL Method™️: a 5-step practice you can use right now to end the year grounded instead of anxious
    • What's actually happening behind the scenes (and why they're pressing pause on weekly episodes)
    • Where to stay connected while they build what's next
    • A gentle reminder that sometimes the most productive thing you can do is stop

    Key Quote: "You can't strategize your way out of a dysregulated financial nervous system. Change doesn't start with discipline. It starts with stillness."

    This episode is for anyone who's felt the pressure of year-end reflection turn into year-end anxiety. It's a permission slip to slow down. To breathe. To trust that what's being built in the quiet will be worth the wait.

    Stay connected: The best place to follow along during the pause is Amanda's Substack: livecounterflow.substack.com and Brandon's TikTok: tiktok.com/@livecounterflow

    That's where the next chapter is being written.

    Resources mentioned:

    • Find Your Flow Quiz — 10 questions to discover your financial personality
    • Financial Nervous System Diagnostic — A deeper 54-question assessment
    • Profit Planning Network 2026 — Enrollment closes January 2nd

    00:00 Welcome to Wealth Wisdom Financial

    01:56 Reflecting on the Past Year

    02:38 Introducing the STILL Method

    03:28 Year-End Practice for Financial Health

    05:56 Exciting Announcements and Future Plans

    08:42 Staying Connected During the Pause

    11:08 Final Thoughts

    Watch on YouTube: https://youtu.be/TS3DCvf5Sq4

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    13 min
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