Podcast: Play in new window | Download
Subscribe: Apple Podcasts | RSS
In this episode, we ask:
- Have you seen this meme?
- How many cookies?
- What would your 18-year-old self choose?
- Who is Amanda Neely?
- Would you like to listen to more Not Your Average Financial Podcast episodes with Amanda Neely?
- What’s the right time?
- What does Amanda wish she had when she was 18?
- What did Mark Twain say?
- What is Bank on Yourself® and who is Pamela Yellen?
- What steps did the father have in mind?
- What is the flexibility?
- What are the limits?
- What is the design?
- What about continuing to save?
- What about modeling?
- How much can you save now?
- How much do you want to enjoy life?
- What is the balance between enjoying life now and saving, so you can enjoy life later?
- What is the custom design for your family’s financial story?
- What about uninterrupted compound interest with savings?
- What happens with a brokerage account?
- What about foundational wealth?
- Who will stay in really great health?
- What about joy?
- What about (living without breaking) compounding?
- Have you read the Bank on Yourself Revolution by Pamela Yellen?
- Would you like to see the sailboat on the Bank on Yourself Engineering podcast?
- What are the components?
- How can the family share the components?
- How does this open up possibilities?
- What’s the exit plan?
- What are some design ideas?
- What can a parent do with forethought?
- What information do the young adults need?
- What about expectation management?
- Why should parents talk with their kids about policies?
- Why do parents set up policies with their kids?
- Why do parents gift policies to adult children?
- Would you like to reach out to Amanda or Brandon at 513.447.6501?
- What are the takeaways?
Amanda Neely, CFP® is a Certified Financial Professional® and Bank on Yourself® Professional, who uses her years of experience in business growth to develop personalized financial strategies for individuals, couples, and entrepreneurs. She works with people to find their unique path to financial freedom. Reach out to Amanda at www.wealthwisdomfp.com
Mary Ward is the Senior Vice President and Chief Financial Officer at Security Mutual Life Insurance Company of New York, where she oversees the Company’s fiscal functions, including strategic initiatives, financial reporting, expense management, and relationships with rating agencies and regulatory bodies, and is also Co-Chair of the Enterprise Risk Management Committee.
Marty Greenbaum is a top franchise consultant with over 30 years of experience in franchising. He served his family’s franchise opening hundreds of locations and then grew an extremely successful marketing agency in franchising helping brands achieve their goals. He’s a Certified Franchise Executive and Founder of Smart Franchise Investing and is dedicated to helping people make smart decisions when it comes to franchise ownership. He’s helped hundreds of people explore franchise ownership, serving them as a franchise consultant, educator, and matchmaker. Email Marty at marty@smartfranchiseinvesting.com
Kate Chattic is a homeschooling mother of seven, yes SEVEN, children! Two of those kids have grown up and flown away to new adventures, but while they were teenagers they aided her in starting a business on Amazon in 2015 that grew to become the full-time income for their family. It took just 2 years to bring her husband, Nate, home from his job to join his family in the business and homeschooling the children. Now their time is spent running their business, teaching others how to sell on Amazon and sharing how to utilize life insurance creatively! 
Kirby Atwell served 6 years as an officer in the US Army, after Graduating from West Point Military Academy. While serving in the military he developed a strong interest in real estate, and he bought his first rental property in 2006. In 2011, he left the service to pursue real estate full time. He started his first real estate investment company, rehabbing over 100 properties either to flip or keep as rentals in the Chicago area. Today, Kirby primarily focuses on investing in high-cash-flowing vacation rental properties. He owns a portfolio of vacation rentals in northern Indiana, where he lives on a 45-acre farm with his wife and young kids. He also helps others who work a full-time job to buy and set up their first high-cash-flowing vacation rental through his signature program called The First Vacation Rental Investment Blueprint. Kirby is the host of the Living Off Rentals podcast and YouTube channel.
Mike Grimm is the president and founder of 
Cheri S. Hill, “Wealth Protection Diva” has been a successful entrepreneur/business owner/premier business strategist for the past 30 years as President & CEO of
John Ensley is president of JEnsley Financial, a fiduciary, financial planning company and Registered Investment Advisor. John holds a Chartered Financial Consultant® designation from the American College of Financial Services and is one of an elite group of highly trained Bank On Yourself® Professionals. 
Lester N. Himel discovered the use of specific types of Life Insurance to enhance and expand the performance of investment portfolios several years ago; this after spending 28 years in a variety of positions on Wall Street. Like most financial professionals, he considered stocks, bonds and similar instruments as the core of a reasonable investment approach. In those last several years, Les has found the better way.