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  • 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 decades. Listen while enjoying that holiday beverage or stealing a quiet moment between festivities.

    Key Quote: "What if we stopped seeing December 31st as a deadline and started seeing it as a chance to honor how far we've come?"

    In this episode, you'll learn:

    A simple two-step process for meaningful year-end reflection

    How to identify patterns you might be missing in your business

    The secret to turning experiences into actionable wisdom

    A practical way to document your year that survives even floods

    Plus, hear real examples of lessons learned, both personal and professional. Shape your approach to 2025.

    Next steps: Ready to grow and learn even more in 2025? Join our Wealth Wisdom Financial Community for just $97/year. Access our complete library of resources, monthly group coaching sessions, and our success dashboard mini-course. Join at https://www.wealthwisdomfp.com/community.

    Watch on YouTube HERE: https://youtu.be/ZnfMuWYue0Q

  • 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 Quote: "Sometimes the most powerful move is deciding not to spend, even when it feels like everyone else is."

    In this episode, you'll discover:

    The truth about December 31st deadlines (and which ones you can safely ignore) Why January 1st feels like such a powerful reset button (and how to use this psychology to your advantage) How holiday stress can trigger "doom spending" in your business A practical 72-hour rule for making better financial decisions during the festive season The "December Decision Framework" that transformed one client's year-end planning

    Plus, learn how to distinguish between real deadlines and artificial pressure during the busiest season of the year.

    Perfect for listening while wrapping those client gifts or planning your year-end strategy. Join us to transform your December money moves from reactive to strategic.

    00:00 Introduction: Year-End Financial Pressure

    00:57 Welcome to Wealth Wisdom Financial Podcast

    01:34 Understanding Year-End Financial Moves

    03:11 Psychological Triggers: December Deadline Effect

    06:51 Psychological Triggers: Clean Slate Syndrome

    11:33 Psychological Triggers: Social Comparison Search

    15:22 Creating a December Decision Framework

    20:03 Join the Wealth Wisdom Financial Community

    21:34 Conclusion and Final Thoughts

    Next steps: Ready to make intentional money moves in 2025? Join our Wealth Wisdom Financial Community for just $97/year. Get access to our complete library of financial resources, monthly group coaching sessions, and our success dashboard mini-course. Join at wealthwisdomfp.com/community.

    Coming up next week: "The Ultimate 2024 Recap: Looking Back at the Year" – tune in for insights on maximizing your year-end review process.

    Watch on YouTube: https://youtu.be/J23X36gUSDg

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  • 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 important in the same way oxygen is important. You need it to live, but having more oxygen doesn't make you a better person. Your worth as a human being is inherent, unchangeable, and completely separate from your financial situation."

    In this episode, you'll discover:

    The three mindset traps that keep people stuck in scarcity thinking Why traditional budgeting often reinforces negative money patterns How to break free from the "never enough" loop A practical framework for shifting from scarcity to abundance thinking Real client stories of transformation (and the exact steps they took)

    Plus, learn a simple daily practice that can begin rewiring your money mindset today.

    Perfect for listening while wrapping presents or stealing a quiet moment during the holiday rush. Ready to write a new money story for 2025? Don't miss this episode.

    Next steps:

    Ready to take your money mindset transformation to the next level? Join our Wealth Wisdom Financial Community for just $97/year. You'll get access to our complete library of money mindset resources. Plus, join us for monthly group coaching sessions. Every premium members gets our success dashboard mini-course. Join at wealthwisdomfp.com/community. Let's make 2025 your breakthrough year.

    Coming up next week: "The Psychology of Your Year-End Money Moves." Don't miss our deep dive into making strategic financial decisions during the holiday season.

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

  • 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 (and what actually is), plus:

    Why traditional investment advice often fails business owners The "Wealth Trifecta" that successful entrepreneurs use instead How to stop hoping you'll "figure it out someday" and start building real wealth today

    Ready to bridge your own revenue-wealth gap? Don't miss the special and *urgent* announcement about Wealth Wisdom Week at the end of the episode!

    🎯 Key Quote: "The gap between revenue and wealth isn't bridged by making more money. It's bridged by having the right system to transform that revenue into lasting wealth."

    Learn more and register for Wealth Wisdom Week at wealthwisdomfp.com/seminar

    Links mentioned in the show:

    Reserve your spot in Wealth Wisdom Week here: https://wealthwisdomfp.com/seminar Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community

    Watch on YouTube: https://youtu.be/Ak0UqheDxIs

  • 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 retirement plan. The power of margins in life and business—how to create space for financial security and joy. Our personal story of making a crucial mistake early on and how we pivoted to build lasting personal wealth. How a parallel growth strategy can help you thrive in both business and personal finance.

    This episode is perfect for entrepreneurs who want to build wealth beyond their business. Whether you’re just starting out, looking to diversify your income, or preparing for a secure retirement, this episode will show you how to protect your financial future without sacrificing your business goals.

    Listen now to learn how to create a personal financial safety net, avoid burnout, and achieve long-term success. And keep an ear out for a fun nerd reference that ties everything together!

    00:00 Introduction: Beyond Business Success

    01:30 The Importance of Personal Wealth

    02:43 Understanding Margins in Life and Business

    05:06 Real-Life Examples and Lessons

    07:28 Parallel Growth Strategy

    10:01 Addressing Common Objections

    13:15 Conclusion and Next Steps

    Links mentioned in the show:

    Reserve your spot in Wealth Wisdom Week here: https://wealthwisdomfp.com/seminar Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community

    Watch on YouTube here: https://youtu.be/kKDZfCXOEqs

  • 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 inevitable, not optional The simple 5-account system that eliminates financial anxiety Our personal journey from financial stress to confidence using this method

    Perfect for: Business owners who hate budgeting but know they need better financial control. Whether you're barely making ends meet or ready to scale, this episode shows you how to finally master your numbers without becoming an accountant.

    Listen now to transform your relationship with business finances and break free from the failure statistics. Be sure to catch the Star Trek reference!

    00:00 Introduction to Financial Freedom

    00:28 Debunking Profit First Misconceptions

    01:25 Welcome to Wealth Wisdom Financial Podcast

    02:03 Celebrating Small Businesses

    02:57 The Importance of Simple Financial Systems

    03:41 Understanding Profit First

    07:27 Applying Profit First Principles

    16:53 Overcoming Common Objections

    24:37 Join the Profit Planning Network

    26:02 Wealth Wisdom Week Announcement

    27:13 Conclusion and Call to Action

    Links mentioned in the show:

    Reserve your spot in Wealth Wisdom Week here: https://wealthwisdomfp.com/seminar Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community

    Watch on YouTube here: https://youtu.be/Cz1pNz_hl40

  • 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 profitability. Spoiler alert: it's about way more than just cashing those checks.

    Now, we know what you're thinking - "But what about the bottom line?" Don't worry, the Wealth Wisdom crew has got you covered. They're here to show you that purpose and profit are not mutually exclusive. In fact, when you're truly aligned with your calling, you're more likely to persist through challenges and find innovative ways to be profitable.

    So, are you ready to decode your financial DNA and build a business that truly reflects who you are and what you're meant to do?

    00:00 Introduction: Aligning Business with Life's Calling

    00:47 Welcome to Wealth Wisdom Financial Podcast

    01:26 Celebrating Small Businesses

    01:48 Decoding Your Financial DNA

    04:23 Recognizing Your Calling

    05:23 Decoding Your Money Story

    05:42 Pursuing Profitability

    08:08 Personal Story: Going All In

    11:59 Purpose AND Profit

    13:00 Profit Planning Network

    14:55 Conclusion and Call to Action

    Links mentioned in the show:

    Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community

    Watch on YouTube here: https://youtu.be/bkrvFhViI80

  • 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 sobering - 45% fail in the first 5 years, and over half don't make it to the 10-year mark. The good news? We've uncovered a game-changing piece of advice from successful business owners: "Never do anything alone."

    When you team up with mentors, fellow entrepreneurs, and even your target customers, the burden gets lighter, the ideas get bigger, and the chances of success skyrocket. Just ask us - we managed to cut our startup costs in half by leveraging our "Set Up Shop Committee"!

    And if you're not a small business owner yourself, don't worry. We're serving up all the juicy details on how you can support your local entrepreneurial community in ways that create a win-win for everyone.

    This episode is about to shift your small business mindset from stressed and isolated to empowered and connected.

    Whether you run a mom-and-pop shop or just want to champion the entrepreneurial spirit in your neighborhood, you won't want to miss these must-try strategies for harnessing the power of collaboration. Trust us, your business (and your sanity) will thank you.

    00:00 Introduction: The Power of Collaboration

    00:25 Small Business Saturday: Mark Your Calendars

    01:18 Welcome to Wealth Wisdom Financial Podcast

    01:56 Celebrating Small Businesses: You Don't Have to Go It Alone

    02:45 The Reality of Small Businesses in the US

    04:53 The Importance of Collaboration in Entrepreneurship

    05:45 Our Personal Journey: From Isolation to Collaboration

    09:40 How Non-Business Owners Can Support Small Businesses

    13:54 Challenge: Strengthening Community Through Support

    14:36 Join the Profit Planning Network

    15:49 Conclusion: Building Wealth and Wisdom Together

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community

    Watch on YouTube: https://youtu.be/GuCsvW08WVQ

  • 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-decisions, boundary setting, and high-impact giving strategies could be the missing pieces in your giving puzzle.

    Don't let your generous heart lead to financial strain - join us for this transformative episode that goes beyond basic charitable giving tips!

    Your legacy of generosity (and your financial future) might just depend on it! 🌟

    00:00 Introduction: The Balance Between Generosity and Self-Care

    01:56 Personal Story: Lessons in Generosity

    03:38 The Big Idea: True Generosity Starts with Self-Care

    04:59 Practical Tips for Sustainable Giving

    07:24 Take the Next Step: Financial Freedom Awaits

    09:06 Setting Financial Boundaries

    11:55 Giving Time and Skills

    13:51 Generosity and Self-Care: A Symbiotic Relationship

    15:14 The Flow of Money

    17:06 Conclusion and Next Steps

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for our 15 Generosity + Self-Care Affirmations and more practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community
  • 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 all by the third generation? The answer is not luck — it's strategic legacy planning.

    Are you ready for a masterclass in family wealth preservation? It's time to learn how the proper legacy planning framework could be the missing piece in your family's financial future.

    Don't let your life's work become a family burden - join us for this transformative episode that goes beyond the basics of estate planning.

    Your family's future harmony might just depend on it! 🌟

    00:00 Introduction

    02:26 The Great Wealth Transfer

    04:27 The Case for Leaving a Legacy

    07:34 Finding a Middle Ground

    08:56 Planning for Your Financial Future

    09:37 Top Considerations for Legacy Planning

    12:25 Common Mistakes in Legacy Planning

    14:08 Tailoring Your Legacy Plan

    14:51 Resources and Final Thoughts

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Get a copy of our Estate Planning Checklist here: https://zfrmz.com/D63O2f4YSFhWE4gI3NmR Find the "10 Questions to Ask to Set Legacy Goals" inside the Wealth Wisdom Financial Community here: https://www.wealthwisdomfp.com/community

    Watch on YouTube here: https://youtu.be/b7D4qTO5RqA

  • 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? It's time to learn how every small action can have massive results.

    Let's transform your finances and the world around you with kindness and simplicity. Don't miss this game-changing episode!

    00:00 Introduction to Financial Strategies for Reducing Stress

    02:23 Understanding the Power of Compounding

    06:46 Unconventional Financial Concepts for a Better World

    10:18 Introducing the Gratitude Bank

    12:02 Integrating Financial Strategies

    13:38 Addressing Skepticism and Concerns

    16:32 Cultivating Gratitude in Stressful Times

    19:41 Conclusion and Next Steps

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community

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

  • 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 to effortlessly grow their wealth while others struggle? Or why your colleague Mark's business is thriving while everyone else is barely staying afloat? It's not luck - it's strategy.

    Are you ready for a masterclass in financial integration? It's time to learn how Bank on Yourself, Profit First, EOS, YNAB, and the STILL Method could be the missing pieces in your financial puzzle. Understanding and implementing these crucial elements lets you take control of your money like never before!

    PS: For a limited time, get our book "Five Smooth Stones" at 50% off to jumpstart your journey with the STILL Method. Use code OCTOBER at our shop (link below). Hurry, offer ends October 14th at midnight! Our shop (for the book deal): https://www.wealthwisdomfp.com/shop

    Links mentioned in the show:

    Our shop (for the book deal): https://www.wealthwisdomfp.com/shop (use code OCTOBER) Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community Learn more about how Profit First and Bank On Yourself works together: on our show here https://youtu.be/ll98hpdj_ZI and on another show here: https://nyafinancialpodcast.com/episode-368-a-better-way-to-profit-first-with-mike-michalowicz/

    00:00 Introduction: Combining Financial Strategies for Success

    01:21 Welcome to Wealth Wisdom Financial Podcast

    02:14 The Problem with Disjointed Financial Strategies

    03:31 Overview of Key Financial Concepts

    06:22 Combining Financial Strategies for Maximum Impact

    10:03 Addressing Common Concerns and Implementation Tips

    15:37 Special Offer and Conclusion

    Watch on YouTube here: https://youtu.be/Nqri8fihmSE

  • 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 accounts? Or why your neighbor Sarah is thriving while everyone else is chasing the next dollar? It's not luck - it's strategy.

    Are you ready for a crash course in redefining wealth? It's time to learn how health, relationships, purpose, personal growth, and time could be the missing pieces in your wealth puzzle. Understanding and planning for these crucial elements lets you take control of your life's true riches!

    ps: Next week's episode we'll show you how to align your finances with these 5 puzzle pieces. Don't miss it!

    Links mentioned in the show:

    A previous episode about defining wealth: https://youtu.be/K-REYOnpd34?si=VIEbU83NIhu7oIKp Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community (This is where you get our Holistic Wealth Planner too!)

    00:00 Introduction: Beyond the Numbers

    00:51 The Bigger Picture of Wealth

    02:36 Five Puzzle Pieces of True Wealth

    04:13 Puzzle Piece 1: Health

    05:58 Puzzle Piece 2: Relationships

    08:20 Puzzle Piece 3: Purpose

    10:18 Puzzle Piece 4: Personal Growth

    12:03 Puzzle Piece 5: Time

    15:18 Holistic Wealth and Financial Planning

    Watch this episode on YouTube here: https://youtu.be/ZhVW59vkHZc

  • 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 tricks can beef up your modern budget

    • Why the 2008 financial crisis might hold the key to your side-hustle success

    • Inflation-fighting strategies from the 1970s that still pack a punch today

    • The surprising parallels between 1929's market crash and today's economic challenges

    Plus, we'll reveal:

    • How to build a financial emergency kit that would make a Depression-era survivor proud

    • The "Victory Garden" approach to diversifying your income streams

    • Why becoming the "Renaissance Person" of your finances could be your recession superpower

    Whether you're a seasoned investor or just starting your financial journey, this episode is packed with actionable strategies to help you weather economic storms. Don't let history repeat itself – learn from it instead!

    00:00 Introduction to Timeless Financial Wisdom

    00:36 Welcome to Wealth Wisdom Financial Podcast

    01:14 Exploring Financial Fortitude and Resilience

    01:46 Learning from Past Financial Crises

    03:05 Special Invitation: Transform Your Financial Future

    05:37 The Three R's of Recession Resilience

    05:40 Reserves: The Power of Cash Savings

    08:20 Reduce: Living Lean and Building Relationships

    10:35 Reinvent: Diversifying Income Streams

    15:56 Conclusion and Next Steps

    Links mentioned in the show:

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

    🔹 Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community

    Watch on YouTube here: https://youtu.be/52Q6tKBuSc

  • 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 why your neighbor Bob is grinning while everyone else is panicking? It's not luck - it's strategy.

    Are you ready for a crash course in retirement security? It's time to learn how fixed index annuities could be the missing piece in your financial puzzle.

    Wall Street doesn't want you to know about this. By understanding it, you can take control of your retirement destiny!

    Tune in and secure your financial future!

    (P.S. Bengals fans, we promise our financial advice is more accurate than our football b-roll. Unlike that mishap, we won't fumble your retirement!)

    00:00 Introduction to Financial Resilience

    00:41 Welcome to Wealth Wisdom Financial Podcast

    01:19 Zooming in on Retirement Strategy

    02:51 Understanding Fixed Index Annuities

    04:46 The Importance of Annuities in Retirement

    05:34 Real-Life Example: Bob and Sue

    06:31 Commercial Break

    07:25 Debunking Annuity Myths

    08:35 Key Attributes of Good Annuities

    10:56 Conclusion and Next Steps

    Watch on YouTube here: https://youtu.be/Sk-eu85GYiM

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community
  • 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 Yourself®? Forget about chasing the latest investment fads; this strategy is designed to help weather financial storms.

    Don't settle for a leaky financial foundation. Watch this episode to discover how you can take back control of your future.

    00:00 Introduction to Financial Resilience

    00:34 Welcome to Wealth Wisdom Financial Podcast

    01:28 Understanding Financial Fortitude and Resilience

    02:43 Personal Stories of Financial Challenges

    04:14 Building Financial Resilience with Bank on Yourself

    05:53 Our Journey with Bank on Yourself

    08:07 Overcoming Financial Crises

    10:56 Exploring the Benefits of Bank on Yourself

    15:35 Conclusion and Next Steps

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community Learn more about Bank On Yourself®: https://youtu.be/14kSzNqGWbM
  • 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 single conversation could radically transform your approach to wealth building? (Spoiler alert: It did for hosts Brandon and Amanda!)

    Watch as Perry Marshall, a renowned business consultant, unveils game-changing insights. It's time to learn how the 80/20 rule, strategic thinking, and building excess capacity can revolutionize your business approach.

    Are you ready for a crash course in 21st century wealth wisdom?

    Tune in and unlock your true wealth-building potential!

    00:00 Life-Changing Conversation with Perry Marshall

    01:07 Introduction to Wealth Wisdom Financial Podcast

    02:15 Meet Perry Marshall: From Audio Geek to Marketing Guru

    10:19 The Power of 80/20 Principle in Business and Life

    14:00 Navigating the Digital World: 90/10 and Beyond

    17:35 The Agility Decade: Preparing for a Volatile Future

    28:14 The Importance of Thinking and Deliberate Practice

    32:47 Attracting the Right Audience

    33:33 Critique of 'Think and Grow Rich'

    34:08 The Iceberg Analogy

    34:48 Mastermind Group Insights

    36:55 Lessons from Google Ads and Infomercials

    38:58 The Importance of Diversification

    41:35 Break Glass in Case of Emergency

    45:28 Financial Resilience and Agility

    51:06 Final Thoughts and Encouragement

    Watch on YouTube here: https://youtu.be/WKXbc3jHBBE

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community Watch our previous episode about adaptability: https://youtu.be/UjCMEY_GNOo GET THE BEST FROM PERRY MARSHALL HERE: https://www.perrymarshall.com/8020-book/
  • 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 the dot-com frenzy? These aren't just isolated incidents - they're driven by timeless quirks in human psychology.

    From the South Sea Bubble of 1720 to the more recent Bitcoin boom, we're about to show you how understanding these historical patterns can help you make smarter financial decisions today.

    Tune in to learn how to spot red flags, diversify wisely, and implement strategies like Bank On Yourself. Don't let your brain sabotage your wealth - listen now and safeguard your financial future!

    00:00 Newton's Financial Folly

    00:58 Historical Financial Fads and Scams

    03:15 Welcome to Wealth Wisdom Financial Podcast

    07:37 Practical Tips to Avoid Financial Fads

    15:52 Bank On Yourself: Scam or Strategy?

    19:40 Conclusion and Final Thoughts

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community

    Watch on YouTube here: https://youtu.be/o8HBE5fe9D4

  • 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't need? Or why you might feel tempted to sell all your stocks when the market takes a downturn? These aren't just random choices - they're driven by specific quirks in how our brains process financial information and risk.

    Are you ready for this quick, but crucial, history lesson on behavioral economics? It's time to learn how these discoveries revolutionized our understanding of financial decision-making.

    Others use these discoveries to get you to do what they want. By learning them, you can take more control of your financial destiny!

    Tune in and take charge of your financial future!

    00:00 Introduction: The Allure of Investment Opportunities

    01:19 Welcome to Wealth Wisdom Financial Podcast

    02:19 Meet Amanda Neely: Your Financial Psychology Guide

    04:33 The Birth of Behavioral Economics

    11:42 Cognitive Biases: The Hidden Forces in Financial Decisions

    16:49 How Financial Advisors Exploit Biases

    24:00 Join the Wealth Wisdom Financial Community

    25:43 Conclusion: Outsmarting Financial Biases

    Links mentioned in the show:

    Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community
  • 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 way less guilt and shame?

    Don't worry, this episode isn't "stop buying lattes and you could be a millionaire." Yet, there is real, eye-opening math and an approach to money where you can secure your financial dreams AND enjoy life's small pleasures along the way.

    Ready to take a moment to smell the roses (or maybe the rose-flavored, direct-trade latte from your locally-owned shop). Stop "frugal fatigue." Ask for that raise. Start that side hustle. You can make your financial journey worth living.

    In this episode, we hope you find more joy! Jump in now.

    00:00 Introduction to 'Don't Sweat the Small Stuff'

    00:27 The Latte Factor Explained

    01:28 Welcome to Wealth Wisdom Financial Podcast

    02:28 Personal Stories and Financial Lessons

    03:42 Debunking Conspiracy Theories

    05:37 Comparing Financial Decisions

    13:39 Psychological Impact of Financial Choices

    20:09 Conclusion and Final Thoughts

    Links mentioned in the episode:

    Schedule a Discovery Call with us here: https://www.wealthwisdomfp.com/call

    Watch on YouTube here: https://youtu.be/Q4Z7KD58PGo