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Finale: Say the Quiet Part Out Loud
Jun 10, 2026
Unknown duration
Exit Strategy for Business Owners: Build Freedom Without Selling | Jason Duncan
Mar 4, 2026
33m 39s
Mindset Before Money: Why Most Financial Advice is Useless
Feb 11, 2026
54m 51s
Why Most Business Owners Struggle with Cash Flow and How Profit First Fixes It
Jan 7, 2026
43m 38s
Pressing Pause to Build What's Next
Dec 31, 2025
12m 53s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/10/26 |  Finale: Say the Quiet Part Out Loud | This is the last episode of the Wealth Wisdom Financial podcast. And it's exactly the right place to end. Amanda and Brandon have been doing this since 2017 — longer, if you count the coffee shop days. Grandma's Wealth Wisdom. Business Activist Entrepreneur. Wealth Wisdom Financial. Every name got closer. None of them quite said it. In this episode, they tell the full story: a bus ride in Nicaragua the week Amanda turned 40. A coaching program and a book called The Star Principle. A question asked to a billionaire on a Zoom call. Seven words that finally unlocked everything — "The name needs to speak to your strengths." That's how Counterflow came to be. Their whole story is countercultural. They grew up on public assistance. They opened a coffee shop in Chicago's South Loop that wasn't what the neighborhood expected. They built a financial practice around principles most advisors won't touch because they don't sell well. The financial system was built to move money away from people like them. They've spent twenty years reversing that flow. The name finally says that out loud. Everything they've built now lives at livecounterflow.com. The new podcast is Live Counterflow — find it wherever you listen, or subscribe at livecounterflow.substack.com. Same people. Same phone number. Same philosophy. Same weird. Find us going forward: Live Counterflow Podcast — livecounterflow.substack.com Website — livecounterflow.com Or on your favorite podcast platform: https://podcasts.apple.com/us/podcast/live-counterflow/id1896895696 https://open.spotify.com/show/033uOylZBqE5csMKH7ysjO | — | ||||||
| 3/4/26 |  Exit Strategy for Business Owners: Build Freedom Without Selling | Jason Duncan✨ | exit strategybusiness freedom+3 | Jason Duncan | Inc. MagazineEntrepreneur Magazine | — | exit strategybusiness growth+3 | — | 33m 39s | |
| 2/11/26 |  Mindset Before Money: Why Most Financial Advice is Useless✨ | mindsetfinancial advice+4 | Bob Regnerus | Perry Marshall | — | financial mindsetbusiness strategies+3 | — | 54m 51s | |
| 1/7/26 |  Why Most Business Owners Struggle with Cash Flow and How Profit First Fixes It✨ | cash flowProfit First+4 | Jason Petro | Profit First App | — | cash flowProfit First+5 | — | 43m 38s | |
| 12/31/25 |  Pressing Pause to Build What's Next✨ | financial planningself-reflection+3 | — | STILL Method™️ | — | financial nervous systemend-of-year practice+3 | — | 12m 53s | |
| 12/24/25 |  You Didn't Start a Business to Feel Like This✨ | business adviceentrepreneurship+3 | Neeka Williams | Profit Planning Networkurology company | — | businessprofitability+3 | — | 37m 26s | |
| 12/17/25 |  Building a STAR Business: Personalization, AI Tools, and Counterflow✨ | financial planningentrepreneurship+4 | Perry Marshall | Profit FirstInfinite Banking+1 | — | financial adviceentrepreneurs+6 | — | 28m 14s | |
| 12/10/25 |  When the Beans Run Dry: How a Coffee Shop Taught Us the Truth About Money✨ | entrepreneurshipfinancial lessons+3 | — | Perry | Chicago | coffee shopentrepreneurial journey+3 | — | 16m 08s | |
| 12/3/25 |  What Profit Planning Really Looks Like✨ | profit planningbusiness ownership+3 | Joseph Cadavos | Profit Planning NetworkGoogle Calendar | — | profit planningbusiness success+3 | — | 29m 47s | |
| 11/25/25 |  Get REAL Confidence Before Buying More Stuff!✨ | financial confidenceconsumer behavior+3 | — | Find Your Flow Quiz | — | financial peaceconfidence+3 | — | 15m 21s | |
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| 11/19/25 |  Entrepreneurs Need a BIG Emotional Reset to Make Money Without Shame✨ | emotional resetmoney anxiety+5 | Amanda | — | — | money anxietyemotional reset+6 | — | 13m 41s | |
| 11/12/25 |  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 | — | ||||||
| 11/5/25 |  What's the REAL Secret to Getting AHEAD? | Do you ever feel like you're doing everything "right" in your business - clients are happy, revenue is growing - but you still feel behind and anxious? In this raw, real episode, Brandon digs into the hidden systems silently running your financial life and sabotaging your peace. If hustling harder isn't working, this will be a game-changer. Discover: The secret biological wiring keeping you stuck in "survival mode" (even when you're successful) How to find clarity and calm in the chaos (and make money decisions you trust) The real reason you're exhausted from chasing a finish line that keeps moving Practical tools to break the cycle and rebuild a foundation of financial peace Stop grinding against your own nervous system. Tune in to get off the emotional rollercoaster and find your financial flow. Key Quote: "You don't have a discipline problem - you have a systemic wiring problem. You can't out-budget biology." Work with us & get tools to build calm, profitable cash flow → https://livecounterflow.com/ 00:01 Breaking the "doing everything right but still behind" feeling 01:40 The myth of the finish line (and why it keeps moving) 03:19 What's really running your finances: the system under the surface 04:59 You've read the books and tried the tactics, what's missing 06:39 Finding clarity in chaos: a simple, usable framework 08:16 Lessons from working with tons of business owners 09:58 If this resonates: how to apply and share it 11:36 Next steps & resources to save you time 🎧 Enjoyed this episode? Like, subscribe, and tell us the one shift you're making this week. Your future self (and your cash flow) will thank you. Watch on YouTube: https://youtu.be/6WIN7C8xqIU | — | ||||||
| 10/29/25 |  Small Business Is Sacred: Stop Apologizing for Profit | Too many small business owners feel guilty about making money. But what if profit isn't the problem ... but the solution? In this powerful episode, Brandon exposes the cultural lie that's keeping too many purpose-driven entrepreneurs broke, burned out, and secretly ashamed of their success. You'll discover: Why profit is actually the fuel for your purpose (not the enemy of it) How your profitability directly impacts the people you serve The real cost of downplaying your wins or charging less than you're worth How to reframe financial success as a sacred responsibility, not a personal indulgence Key Quote: "Profit isn't the enemy. Profit is sacred. It's the oxygen your purpose breathes. Without it, your mission suffocates." This episode is a rally cry for every small business owner who's ever felt conflicted about making money while making a difference. 🎧 Listen now to reclaim your right to thrive as you serve. Ready to break the cycle of underearning and overgiving? Check out https://livecounterflow.com/ 00:00 Breaking the Guilt Around Profit 00:50 Introduction to Wealth Wisdom Financial Podcast 01:30 The Stigma of Profit Among Entrepreneurs 03:02 Reclaiming the Right to Thrive 03:30 Personal Reflections on Profit and Success 04:52 The Importance of Profit with Integrity 08:51 Tools and Resources for Financial Success 10:17 Conclusion and Call to Action Watch on YouTube: https://youtu.be/XAgH8A09b0k | — | ||||||
| 10/22/25 |  It's Not a Money Problem. It's a Broken Model Problem. | What if the financial stress you feel isn't because you're bad with money… but because you're living inside a broken model? In this episode, Amanda exposes why the traditional financial system was never designed for entrepreneurs like you, and what to do instead. You'll discover: Why the "park your money for 40 years" model fails business owners (and what actually works) The surprising data on why successful entrepreneurs are more stressed about money than employees How to stop feeling guilty for wanting both profit AND purpose in your business The new metrics that matter for your financial health (hint: they're not what Wall Street is tracking) Key Quote: "You don't have a money problem. You have a model problem. And the good news? Models can be redesigned." This isn't about working harder at a system that was never built for you. It's about creating your own wealth framework, one that honors how you actually build value and make an impact. 🎧 Listen now to discover why your financial stress isn't a failure, it's a sign you've outgrown the old rules. Ready to build a financial model that fits your entrepreneurial reality? Join us for the Cash Flow Reset on October 25th. In just 90 minutes, we'll help you identify the flaws in the old model and design your next steps with confidence. Save your seat at www.wealthwisdomfp.com/seminar 00:00 Introduction: The Broken Financial Model 00:40 Welcome to Wealth Wisdom Financial Podcast 01:21 The Flawed Financial System for Entrepreneurs 04:07 Sarah's Story: The Struggle of Following Traditional Advice 05:58 The Contradiction of Wealth and Worry 10:36 Redesigning Your Financial Model 12:11 Join the Cashflow Reset 13:14 Conclusion and Call to Action Watch on YouTube: https://youtu.be/u3Rv3L3HoPI | — | ||||||
| 10/15/25 |  Is Financial Discipline a Trap? The Wealth Secret No One Tells You | What if every budget you've ever "failed" wasn't your fault at all? Here's the truth they don't want you to know: Your budget isn't broken. Your willpower isn't weak. Your body is literally hijacking your financial decisions to protect you from perceived danger. In this episode, Brandon exposes the invisible force that's been sabotaging even the smartest, most capable people... and it has nothing to do with discipline. You'll discover: Why your brain goes offline the moment you open your bank account (and what's really happening in your nervous system) The shocking research: financial stress drops your IQ by 13 points, you're literally making decisions with a handicapped brain How your "Financial Nervous System" mistakes budget reviews for life-threatening danger Why all the spreadsheets, apps, and perfect plans in the world can't override biology Key Quote: "You can have perfect financial knowledge, flawless systems, and iron discipline, but if your nervous system interprets financial management as dangerous, it will override everything. Every. Single. Time." This isn't a character flaw. This is biology working against your bank account. And once you understand it, everything changes. 🎧 Listen now. This episode will flip every "failure" story you've been telling yourself. Ready to work WITH your biology instead of against it? Take the Find Your Flow Assessment: livecounterflow.com 00:00 Introduction: The Myth of Financial Discipline 00:36 Welcome to Wealth Wisdom Financial Podcast 01:14 The Real Reason You're Struggling with Money 02:20 The Broken Financial System 04:32 A New Approach to Financial Freedom 06:16 Join the Cashflow Reset Event 07:57 Final Thoughts and Encouragement 08:48 Disclaimer Watch on YouTube: https://youtu.be/IvBvSpo0mRo | — | ||||||
| 10/8/25 |  What's REALLY Controlling Your Budget DECISIONS? | What if every budget you've ever "failed" wasn't your fault at all? Here's the truth they don't want you to know: Your budget isn't broken. Your willpower isn't weak. Your body is literally hijacking your financial decisions to protect you from perceived danger. In this episode, Amanda exposes the invisible force that's been sabotaging even the smartest, most capable people ... and it has nothing to do with discipline. You'll discover: Why your brain goes offline the moment you open your bank account (and what's really happening in your nervous system) The shocking research: financial stress drops your IQ by 13 points—you're literally making decisions with a handicapped brain How your "Financial Nervous System" mistakes budget reviews for life-threatening danger Why all the spreadsheets, apps, and perfect plans in the world can't override biology Key Quote: "You can have perfect financial knowledge, flawless systems, and iron discipline, but if your nervous system interprets financial management as dangerous, it will override everything. Every. Single. Time." This isn't a character flaw. This is biology working against your bank account. And once you understand it, everything changes. 🎧 Listen now. This episode will flip every "failure" story you've been telling yourself. Ready to work WITH your biology instead of against it? Take the Find Your Flow Assessment: livecounterflow.com #PodcastEpisode #FinancialNervousSystem #BudgetingTips #KeepingWealth 00:00 Introduction: The Real Culprit Behind Budgeting Failure 00:38 Welcome to Wealth Wisdom Financial Podcast 01:15 Amanda's Return and Special Announcement 02:13 A Personal Story: The Power of Mind-Body Connection 05:25 Meet Paul: The Engineer Who Couldn't Stick to a Budget 05:55 The Financial Nervous System: How Stress Impacts Decision Making 08:12 Break: Schedule Your Discovery Call 09:24 The Data: Financial Stress and Cognitive Performance 11:12 Addressing the Real Problem: Nervous System Safety 12:02 Introducing Financial Safety Architecture 13:10 Conclusion: Find Your Flow Assessment Watch on YouTube: https://youtu.be/XgPDWgHOz5M | — | ||||||
| 10/1/25 |  How to Scale Your Business Without Losing Your Sanity | 👉 Feeling stuck in the grind of running your business? You're not alone. In this episode, Brandon sits down with Justin Lund, entrepreneur, operator, and the brains behind Propel, to talk about what it really takes to scale without sacrificing your sanity. Justin's story isn't your typical business bio. He's built companies, sold them, lost tens of millions in a legal storm, and came back stronger. His personal journey through addiction recovery and professional reinvention makes this conversation raw, real, and ridiculously insightful. We cover: ✅ Why financial strategy isn't just about numbers—it's about freedom ✅ The "Freedom Flywheel": mindset, systems, and delegation as the keys to scaling ✅ Smart ways to protect your business legally before disaster strikes ✅ How to build systems before hiring, so delegation doesn't turn into chaos ✅ The role of limiting beliefs in holding you back (and how to break through them) ✅ Real examples of entrepreneurs who transformed their businesses with leverage and playbooks Whether you're scaling a startup, rebuilding after a hit, or just tired of doing everything yourself, this episode is packed with gold. 00:00 Introduction to Wealth Wisdom Financial 00:52 Meet Justin Lund: Entrepreneurial Journey 03:00 Overcoming Addiction and Personal Struggles 05:57 Building a Business from Rock Bottom 11:48 The Importance of Systems and Mindset 22:45 Optimizing Time and Wealth 23:19 The STILL Method Explained 25:18 Transformative Success Stories 30:14 Mindset and Systems for Entrepreneurs 33:14 Financial Systems and AI 36:56 Connecting and Resources 41:43 Final Thoughts and Encouragement Watch on YouTube: https://youtu.be/Ebr5RpUCVGQ | — | ||||||
| 9/24/25 |  Generational Wealth Done Right | In this episode, Brandon Neely sits down with estate planning and probate attorney Paul Deloughery to explore the deeper meaning behind inheritance, legacy, and wealth transfer. You'll hear Paul share eye-opening insights on why some families flourish after inheriting wealth, while others fall apart. The conversation goes beyond wills and trusts to uncover how estate planning is really about protecting relationships, not just assets. Together, we discuss: Why estate planning matters and the myths that keep people from doing it. Paul's sudden inheritance story and the reality of Sudden Wealth Syndrome. How grief, trauma, and family secrets can complicate financial decisions. The dangers of poor planning, from taxes to risky investments. Why passing down values and vision matters as much as passing down money. Practical steps: family meetings, communication, and building a professional support team. Why the greatest inheritance is love and connection, not just financial assets. 👤 About Our Guest: Paul Deloughery is an estate planning and probate attorney based in Phoenix, Arizona. He's the author of Lasting Wealth: A Revolutionary Method of Family Wealth Transfer—a guide to building multi-generational wealth with intention and heart. Paul's mission? Helping families protect not just what they've built, but who they are. 📘 Get the Book: Lasting Wealth: A Revolutionary Method of Family Wealth Transfer – Available on Amazon 👉 If you've ever wondered how to prepare your family for both the money and the meaning you want to leave behind, this conversation with Paul will give you both cautionary lessons and hopeful guidance. 00:00 Introduction and welcome 00:52 Meet Paul Deloughery: 25+ years in estate planning and trust litigation 02:50 Why estate planning matters + common myths 05:46 Paul's personal story: sudden inheritance at age 42 06:55 Sudden Wealth Syndrome explained 07:42 How Paul lost wealth to taxes and risky investments 09:29 The emotional side of inheritance 10:27 Why you need a plan (or others will take advantage) 13:02 Family values, context, and vision for wealth 14:45 Trauma, secrets, and their financial impact 17:01 Healing and creating new habits 18:34 Legacy through family meetings and communication 21:10 Advice for families: start early, plan well 24:23 Who Paul helps (it's not just the ultra-wealthy) 25:53 Building a team: attorney, tax, financial 27:44 Closing thoughts: the biggest inheritance is love and family connection Watch on YouTube: https://youtu.be/Fdu1XdSoUU0 | — | ||||||
| 9/17/25 |  How to Buy & Sell a Small Business (Without Getting Burned) | In this episode, Brandon Neely sits down with David C. Barnett, a small business transaction expert, consultant, and author of The Business Fortress. With decades of experience helping entrepreneurs buy, sell, finance, and strengthen their companies, David brings a wealth of wisdom about what makes a business resilient versus fragile. The conversation follows David's journey from his early business curiosity and career with the Yellow Pages to navigating the 2008–09 financial crisis, and eventually building a practice that helps business owners worldwide. Along the way, Brandon and David dig into the big ideas from The Business Fortress and what every entrepreneur needs to know if they want their company to last. Together, they explore: Why profits alone don't guarantee success, and how the cash conversion cycle can make or break a business. The difference between owning a business and owning a job, and how systems create freedom. The myth of "passive income" in small business ownership (and what to aim for instead). The risks of overleveraging, mixing personal and business finances, or overpaying for a company. Practical tools for building resilience, including high cash value life insurance and a strong balance sheet. How to set clear criteria for when your business is an asset and when it's time to pivot. This isn't just theory. It's a real-world conversation about the challenges, risks, and rewards of entrepreneurship and how to build a business that can withstand storms while still serving your life, not consuming it. 👉 If you're a business owner, thinking about buying a business, or simply want to protect the one you've built, this episode will give you practical strategies and a new perspective on what it means to build with the end in mind. 00:00 Introduction and welcome 00:32 Meet David C. Barnett: small business transaction expert 04:19 David's early business lessons from the Yellow Pages 07:05 The 2008–09 financial crisis and a shift into business brokerage 09:55 The "Business Fortress" concept: building resilient businesses 12:10 The cash conversion cycle: why growth can threaten cash flow 14:58 How resilient businesses survive downturns 18:21 The myth of passive income in small business ownership 20:00 Why industry experience and research matter before buying a business 24:00 Small business as a risky, illiquid asset class 29:00 Bridging the gap between business and personal finances 32:00 Setting clear criteria for business viability and involving your team 34:00 Final advice: build with the end in mind, read The Business Fortress 35:00 Where to find David online + closing remarks Watch on YouTube: https://youtu.be/AYprdPp8HMk | — | ||||||
| 9/10/25 |  Brothers Breaking FINANCIAL Barriers One Bank at a Time | In this episode of the Wealth Wisdom Financial Podcast, host Brandon Neely welcomes "The Banking Bros" Jeremiah and Jonah, two real-life brothers bringing fresh perspective and family-rooted wisdom to the world of Infinite Banking. The conversation traces their unique paths from traditional banking and ministry into becoming passionate advocates for the Infinite Banking Concept (IBC). Along the way, they explore how faith, family, and cultural context have shaped their financial philosophies. Together, they unpack: Their journey from conventional careers into Infinite Banking Where they agree and disagree with financial voices like Dave Ramsey Why true financial independence is more about mindset and education than quick-fix products Lessons from history, like how A.G. Gaston used life insurance to fuel civil rights efforts The "three cup setup" teaching tool that makes IBC easy to understand How families can teach the next generation about money, abundance, and legacy This isn't just another conversation about money, it's about ethics, stewardship, and creating a financial system that serves both families and communities. 👉 If you're curious about Infinite Banking, wrestling with traditional financial advice, or simply looking for a values-based approach to money, this episode will leave you both inspired and equipped. 0:00 Introduction 0:52 Meet The Banking Bros 2:20 Coffee, Family, and Business 3:50 Getting into Infinite Banking 8:56 Upbringing, Ministry, and Money 14:16 Dave Ramsey's Influence 16:30 Infinite Banking vs. Traditional Advice 18:56 Mindset, Scarcity, and Abundance 24:14 Ethical Business & Community Impact 31:45 Generational Wealth & Family Banking 35:15 The Three Cup Setup 39:00 Motivation & Mission 43:00 Cash Flow, Freedom, and Family 46:23 Resources & Where to Find The Banking Bros 46:49 Closing Thoughts & Call to Action Watch on YouTube: https://youtu.be/Bx_qmW3VnCk | — | ||||||
| 9/3/25 |  From Immigrant Hustle to Real Estate Empire – The Kitti Sisters' Story | What does it take to pivot from a collapsing business model into a thriving, future-proof venture? Sisters Palmy and Nancy know this story firsthand. In this episode of the Wealth Wisdom Financial Channel, host Brandon Neely sits down with the duo who transformed a $2,000 fashion startup into a $4 million company, only to reinvent themselves again after losing their biggest client. Instead of letting that setback define them, they shifted gears into real estate investing, flipping properties, and ultimately scaling into apartment syndication and multifamily ownership. Their journey isn't just about dollars; it's about resilience, strategy, and building a foundation strong enough to weather economic storms like COVID-19 and the uncertain future of work driven by AI and automation. You'll hear how Palmy and Nancy: ✅ Transitioned from labor-based income to income-producing assets ✅ Built investor trust through transparency and integrity ✅ Raised significant capital—even in uncertain markets ✅ Leveraged their unique strengths ("superpowers") to scale faster ✅ Emphasize why community and collaboration are essential for financial growth This episode is packed with real-world wisdom for entrepreneurs, investors, and anyone ready to shift from hustle-driven income to lasting financial freedom. 00:00 Welcome to Wealth Wisdom Financial 00:35 Meet Palmy and Nancy: From Fashion to Finance 02:32 Starting Small: The Fashion Business Journey 05:40 The Big Shift: From Fashion to Real Estate 07:55 Navigating Real Estate During COVID 15:21 Raising Capital and Building Trust 23:59 The Importance of Integrity in Business 26:40 Setting Ambitious Goals 27:00 The Power of Exponential Growth 28:07 Raising Capital and Building Confidence 29:01 Leveraging Superpowers in Business 30:37 The Importance of Team Support 32:41 Financial Management and Decision Making 37:48 Navigating Economic Challenges 47:38 The Future of Labor and Income 49:47 Final Thoughts and Community Invitation 💡 If you've ever wondered how to bounce back stronger after setbacks or how to make the leap from hard work to smart wealth, this conversation will inspire and equip you. 👉 Subscribe to the Wealth Wisdom Financial Channel and join the conversation about building true financial freedom. | — | ||||||
| 8/27/25 |  Run a Business That Makes Money and Changes LIVES with Ron Saharyan | In this episode of the Wealth Wisdom Financial Podcast, Brandon Neely sits down with Ron Saharyan, Co-Founder and Managing Partner of Profit First Professionals, to talk about the heart of small business success, cash flow, profit, and building a business that works for you instead of draining you. Ron has over 20 years of experience in scaling organizations, from running companies in the staffing industry to building Profit First Professionals from Mike Michalowicz's basement in 2014 into a global network of accountants, bookkeepers, and coaches who are transforming the way entrepreneurs handle money. Known as "Obie Ron" inside the Profit First community, he's a go-to expert on sales systems, hiring, scaling, and operations. Beyond the business world, he's a proud husband and father living in New Jersey, with a passion for sports memorabilia and cars Together, Brandon and Ron dig into: 🔹 How to design your cash flow to not only eliminate financial stress but also fund the life you actually want. 🔹 The principles behind Profit First and why so many business owners get cash management wrong. 🔹 Ron's personal journey of building and scaling businesses, what worked, what didn't, and what he'd do differently. 🔹 Practical tips on hiring, systems, and operations that keep your business healthy and profitable. If you've ever felt like your business is running you (instead of the other way around), this conversation will give you clarity, inspiration, and a practical roadmap to put profit first, literally. 00:00 Welcome to Wealth Wisdom Financial Podcast 00:47 Introducing Ron Saharyan: The Man Behind Profit First 02:32 Star Wars vs. Star Trek: A Fun Debate 04:34 The Impact of Profit First on Our Business 05:54 Ron Saharyan Journey to Profit First 11:15 The Importance of Financial Systems in Business 11:45 Overcoming Common Business Challenges 13:44 The Power of Profit First Principles 18:22 Expense Challenges and Financial Clarity 21:20 Starting Small and Building Muscle Memory 21:36 Facing Challenges and Strengthening Mental Fortitude 22:08 The Importance of Accountability and Learning 23:20 Implementing Systems for Financial Control 24:23 The Role of Professionals in Business Success 25:39 The Benefits of Profit First Certification 26:55 Understanding Financial Strategies and Systems 33:04 The Fundamentals of Business and Profit First 35:45 Encouragement and Final Thoughts Watch on YouTube: https://youtu.be/8sBi3jjhQy4 | — | ||||||
| 8/20/25 |  Cash Flow Over Net Worth: Bruce Wehner's Guide to Infinite Banking | In This Episode of the Wealth Wisdom Financial Podcast, host Brandon Neely sits down with Bruce Wehner, Chief Cash Flow Strategist at e3 Wealth and co-host of The Money Advantage Podcast. With decades of experience in education, entrepreneurship, and advanced wealth strategies, Bruce brings a rare blend of real-world grit and financial acumen to the table. From running a trapping business in high school to managing an automotive shop, and now advising high-net-worth clients, Bruce's journey is anything but ordinary. He shares how those early lessons in cash flow management became the foundation for helping families and entrepreneurs achieve financial clarity, stability, and confidence. In this value-packed conversation, you'll discover: Why cash flow, not net worth, is the real measure of wealth security How the Infinite Banking Concept can transform the way you think about money What it means to operate with a "family office model" without needing ultra-wealthy status The biggest financial blind spots Bruce sees in entrepreneurs, and how to fix them How to build a lasting legacy that outlives you Bruce isn't just sharing theory; he's a real estate investor and active practitioner of Infinite Banking in his own life. You'll hear how he applies these principles daily, the role technology and AI are playing in the financial industry, and why long-term thinking is more important than ever. If you've ever worried about running out of money, making costly financial mistakes, or leaving an incomplete legacy, this episode offers practical steps and inspiring perspective to help you move forward with confidence. 00:00 Welcome to the Wealth Wisdom Financial Podcast 00:58 Introducing Bruce Wehner: Chief Cash Flow Strategist 01:39 The Infinite Banking Concept and Its Challenges 09:47 Real Estate Investors and Policy Loans 13:06 The Importance of Cash Flow in Business 27:18 Podcasting Journey and Industry Changes 32:13 Nelson's Legacy and Industry Pushback 33:20 The Value of Wisdom and Experience 34:56 Infinite Banking Policy in Action 37:49 Embracing Technology and AI 44:55 Human Element in Financial Services 48:31 Building a Strong Team and Future Vision 55:46 Long-Term Goals and Financial Responsibility 58:55 Final Thoughts and Contact Information 🌱 Tune in for an honest, practical, and eye-opening look at how to take control of your cash flow, minimize taxes, and build wealth that truly lasts. Watch on YouTube: https://youtu.be/vVtLLks6UNw | — | ||||||
| 8/13/25 |  He QUIT His 6-Figure Job FOR Real Estate Riches | In this episode of the Wealth Wisdom Financial Podcast, host Brandon Neely sits down with Mickey Curd, a seasoned healthcare operations leader turned full-time real estate investor. After 25 years in logistics and support services for hospitals across the Midwest, Mickey made the bold leap in 2024, leaving his W-2 behind to focus fully on real estate. But this wasn't a jump without a parachute. Mickey shares how he restarted his real estate investing journey in 2018 with just two properties, and scaled that into a diverse portfolio of 38 units, including single-family homes, duplexes, and 4-plexes, primarily in the Youngstown/Boardman, Ohio area. We dive into: Why he chose to re-enter real estate—and what he did differently the second time around The step-by-step growth from 2 to 38 doors in just 5 years How he prepared financially and emotionally to leave his 9–5 Tips for managing long-term rentals and Airbnbs without losing your sanity What it really takes to make the leap from employee to entrepreneur Whether you're just getting started in real estate or wondering if it's finally time to go all in, this episode is packed with hard-earned wisdom and inspiration. 00:00 Welcome and Introduction 00:24 Meet Mickey Curd: Real Estate Investor 01:31 Mickey's Real Estate Journey 02:28 Transition to Full-Time Real Estate 03:45 Understanding Velocity Banking 04:14 COVID and Financial Strategies 06:38 Deep Dive into Velocity Banking 10:30 Tracking Finances with Spreadsheets 17:05 From Velocity Banking to Infinite Banking 21:51 Introduction to Policy Repayment Schedules 22:13 Detailed Breakdown of Loan Payments 23:00 Planning for Taxes and Insurance 23:31 Second Policy Overview 24:15 Leveraging Policies as Assets 26:33 Analyzing Real Estate Investments 27:21 Property Analysis Example 31:01 Cash Flow and Property Management 35:55 Scaling Real Estate Investments 38:28 Final Thoughts and Advice | — | ||||||
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Pitch Fit is a Pro feature
See how bookable this show is for guests, which brands already advertise, the per-episode ad value, and the best-fit guest and sponsor profile. The numbers are blurred on the free plan.
How readily this show books outside guests like you.
How proven this show is for host-read sponsorships.
For Guests
ProFor Advertisers
ProUpgrade to Pro to unlock guest cadence, sponsor categories, fit scores, and per-episode ad value for this show.