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Wealth Wisdom Financial Podcast

Brandon Neely and Amanda Neely, CFP®
Wealth Wisdom Financial Podcast
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  • When the Beans Run Dry: How a Coffee Shop Taught Us the Truth About Money
    What happens when your dream business nearly destroys you, and then teaches you everything you needed to know about money?   We don't usually talk about this. The early days. The subway rides hauling coffee beans across Chicago. The polar vortex brought us to the edge of bankruptcy. The moment we realized we'd been doing money completely wrong.   But Perry asked us to get real. So we did.   In Part 1 of this two-part conversation, we're pulling back the curtain on our entrepreneurial journey, from bootstrapping a coffee shop with zero financial backing to discovering the principles that would eventually reshape how we help business owners build wealth.   You'll hear: Why we delivered coffee beans on the subway before our shop even opened (and what that taught us about building a business with no money) The brutal wake-up call that came during a Chicago polar vortex—and the single lesson that saved everything What our financial planner told us contradicted everything we thought we knew about "saving for retirement." The three things every entrepreneur needs to survive (hint: passion isn't enough) Why we were told we were "too entrepreneurial" to get hired and how that rejection became our biggest opportunity   Key Quote: "We were naive about how hard it would be. But that naivety is also what kept us going when smarter people would have quit."   This isn't a polished success story. It's the real version—the good, the bad, and the ramen. If you've ever wondered whether you're cut out for this entrepreneur thing, or if you're doing money all wrong, this one's for you.   Coming next week: Part 2 dives into what's broken in the financial planning world and how we're using Profit First, Infinite Banking, and AI to help business owners build wealth differently.   Resources mentioned: Find Your Flow Quiz — 10 questions to discover your financial personality Financial Nervous System Diagnostic — A deeper 54-question assessment Get more info about Perry Marshall's Roundtable here. Profit Planning Network 2026 — Join our community of business owners building profitability and wealth   00:00 Introduction 00:45 The Coffee Shop Dream 03:20 Bootstrapping with Nothing 06:15 The Polar Vortex Wake-Up Call 09:30 Discovering Liquidity Over Retirement 11:45 The Three Things Every Entrepreneur Needs 13:00 Preview of Part 2   Watch on YouTube: https://youtu.be/bC5j2xh8y_g 
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  • What Profit Planning Really Looks Like
    What Happens When You Stop Juggling Spaghetti and Start Planning Profit? Have you ever felt like your business is just spaghetti thrown against a wall? You're spinning plates, putting out fires, and wondering which pieces will stick. Joseph Cadavos knows that feeling. With a real estate business closing 90-110 transactions a year, a wife running a med spa an hour away, and three school-aged kids, life was chaos. But here's what changed everything: He stopped trying to do it all and started doing what actually mattered. In this episode, Brandon sits down with Joseph to talk about his year in the Profit Planning Network. This isn't your typical "business success story." It's raw, real, and refreshingly honest about the messy parts of business ownership that nobody posts on Instagram. You'll discover: Why blocking time with your spouse on Google Calendar might be the most profitable thing you do this year How two completely opposite businesses (making people pretty vs. buying ugly houses) used the same framework to find clarity The surprising way AI helped them understand their marriage better What "profit planning" actually means (spoiler: it's not what you think) How having a buffer changes everything when marketing challenges hit Key Quote: "I don't care what you make gross—what matters is what you keep at the end of the month." — Joseph Cadavos This conversation will make you rethink everything about how you're running your business. And maybe, just maybe, it'll convince you to finally schedule that date night. Ready to learn more about creating a business that doesn't consume your life? Visit https://livecounterflow.com/collections/profit-planning-network-2026 to explore the Profit Planning Network.   00:00 Introduction and Welcome 00:19 The Profit Planning Network: An Overview 01:58 Transition to Financial Services 02:55 Launching the Profit Planning Network 04:53 Interview with Joseph Cadavos 06:25 Joseph's Business and Family Life 07:43 Impact of the Profit Planning Network 13:07 AI and Financial Tools 22:05 Final Thoughts and Encouragement 28:24 Conclusion and Call to Action   Watch on YouTube: https://youtu.be/2aZUKO47eBY 
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  • Get REAL Confidence Before Buying More Stuff!
    Are you trying to buy your way to financial peace? It's Black Friday season, and every ad promises the same thing: relief. This course will fix your business. This software will organize everything. This planner will finally make you consistent. But here's what nobody's telling you: confidence isn't a product you can purchase. In this no-BS episode, Brandon cuts through the holiday shopping noise to reveal what real financial confidence actually is—and why you can't swipe your card to get it. Discover: Why entrepreneurs get trapped in consumption cycles that look like progress but change nothing The one question to ask yourself before buying anything this week (it's a game-changer) What real confidence actually is (hint: it has nothing to do with your revenue or savings balance) How your nervous system drives more of your money behavior than you realize The difference between buying from clarity vs. buying from chaos Key Quote: "Peace can't be purchased. It has to be practiced. You don't need to fill your life with more stuff. You need to fill your system with more stability." Ready to stop the consumption cycle? Stop buying fake confidence and start building real clarity. Take the Find Your Flow Quiz to discover which nervous system pattern is running your financial life → https://livecounterflow.com/pages/fyf Timestamps:  00:00 Introduction: The Season of Sales & False Confidence 01:58 Why We Buy: Feelings, Not Things 03:08 Confidence Isn't a Product—It's a Pattern 05:20 Why We Built CounterFlow & Clarity Before Consumption 06:59 Tools for Clarity: Find Your Flow & Cash Confidence Roadmap 08:37 Are You Buying from Clarity or Chaos? 13:15 The Live CounterFlow Movement & Confidence Tools 15:01 Closing Thoughts: Building Real Wealth & Stability 🎧 Enjoyed this episode? Share it with one entrepreneur who's on the edge of burnout and about to buy another fix they don't need. Then take the quiz and start building confidence that can't be sold. Work with us: Get tools to build calm, confident cash flow → livecounterflow.com Watch on YouTube: https://youtu.be/MmmulCBxy6I 
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  • Entrepreneurs Need a BIG Emotional Reset to Make Money Without Shame
    What if the guilt and shame around money isn't a character flaw, but a nervous system pattern you can actually change? If you've ever felt like you're "doing everything right" but still can't shake the money anxiety… if you've secretly resented your business while feeling guilty for that resentment… or if you've hit financial goals only to feel exhausted instead of excited… then, this episode will help you understand why. Amanda shares the truth most financial professionals won't say out loud: You can't build calm from criticism. Shame doesn't make you responsible. Shame makes you reactive. In this vulnerable, paradigm-shifting conversation, discover: Why entrepreneurs carry more emotional weight than most people realize (and how it shows up in your money decisions) What shame actually does to your nervous system and why it keeps you hustling to prove your worth The difference between a "self-care break" and a true emotional reset that changes your financial patterns How the STILL Method helps you make money moves from peace instead of panic Why making money without shame is about returning to your natural rhythm Key Quote: "Shame activates your survival system. It tells your brain, 'You're not safe until you fix this.' And that keeps you in constant motion - hustling, optimizing, proving. But here's what's wild: most entrepreneurs don't realize that pattern isn't logical; it's biological." What's possible when you reset? You start seeing your business as an ecosystem instead of a battlefield You stop apologizing for wanting to be paid well You build wealth without guilt because your motives are clean Your Profit First plan becomes easier to stick with Your budget stops feeling like punishment Your goals start feeling like alignment This isn't about fixing yourself. It's about reintroducing your nervous system to safety. Ready for your reset? Take the Find Your Flow Quiz →https://livecounterflow.com/pages/fyf Discover your unique money pattern and the small shift that brings relief right now. Join the next Cash Flow Reset experience → Email Andrea at [email protected] A 90-minute live session where Amanda personally walks you through reconnecting your nervous system to your financial life. Explore more nervous system tools for money → LiveCounterflow.com 00:00 Introduction: Embracing Financial Emotions 01:03 Welcome to Wealth Wisdom Financial Podcast 01:56 The Importance of Emotional Resets 03:50 Understanding the Emotional Weight of Business Owners 07:10 The Still Method: Practical and Reflective Modes 09:22 Introducing the Cash Flow Reset 11:21 Final Thoughts and Next Steps   Watch on YouTube: https://youtu.be/DcK0fLQlmBM 
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  • What REALLY Fixes Your FINANCES?
    Does practicing gratitude ever leave you feeling more anxious than at peace? If being thankful isn't magically fixing your finances, this episode is for you. Tune in as Amanda gently exposes the myth of "gratitude fixes everything" and reveals what it really takes to find calm, clarity, and confidence with money. Discover: Why your financial stress isn't a moral failing (and what's actually going on under the surface) The critical money step most experts skip that keeps you stuck in survival mode How to build real safety in your nervous system so you can make empowered money moves from presence, not panic If hustling harder and journaling longer aren't bringing you peace, press play. Amanda shares the tool that's 10x more powerful than your gratitude practice for creating lasting financial freedom. Key Quote: "Gratitude soothes the heart - but it doesn't regulate the financial nervous system. You can't think your way into peace if your body still believes you're in danger." Ready to find your unique money flow? Take the quiz. https://livecounterflow.com/pages/fyf  Tired of feeling tense when you think about money? Learn the nervous system tools that actually work at LiveCounterflow.com If this episode helped you exhale, share it with a friend who's drowning in financial overwhelm. Your story could be the life raft they need today. 00:00 Welcome & Gratitude 00:18 The Limits of Gratitude in Financial Well-being 01:23 Introduction to Wealth Wisdom Financial Podcast 02:01 The Disconnect Between Gratitude and Financial Anxiety 04:27 The Still Method: A New Approach 05:20 Reflective Mode of the Still Method 06:40 Practical Application of the Still Method 09:37 Understanding Financial Nervous System Patterns 13:01 Conclusion and Next Steps   Watch On YouTube: https://youtu.be/XYY2x4-d0Bk 
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About Wealth Wisdom Financial Podcast

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.
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