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In this episode, we ask:
- Can you hear the jingle of the bells?
- Why are we so stressed at the holidays?
- What drives people to take policy loans?
- What does Amanda Neely say about strategically navigating the holiday season?
- Do you have an emergency fund?
- Do you have a feeling of abundance?
- How can you free yourself up financially?
- What does Jonathan Stinson say about having more options and more leverage?
- What is “leveraging liquidity without depleting it?”
- How can we think about these things differently?
- How did Marvin purchase a car at the holiday?
- What about the power to access your cash?
- What did Holly do with a policy loan?
- What did Mark and Katrina do with policy loans?
Amanda and Brandon Neely are small business and financial professionals. They founded and ran Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples. Their goal is to help people build wealth – the sort of wealth that would make their Grandma proud. Subscribe to hear more at 
Debbie Wilder is a Bank on Yourself Authorized Advisor; prior to this she was a Systems Analyst for 20 years. Financially, she and her husband did everything they were told to do – 401(k)s, IRAs, 529’s for their kids, paid their mortgage down faster, and so on. And where did it get them? On the stock market rollercoaster, losing 40% of their assets in 1999, and even more in the early 2000’s. In 2005, Debbie learned about the Bank on Yourself method using specialized whole life insurance, and she never looked back. It stopped the slide of their retirement assets, it created predictability for their future, her husband stopped watching the daily tickertape, and most importantly, it saved their marriage. After opening 13 whole life insurance policies, she decided to help spread the word and become an Authorized Advisor. She always wondered why this was not taught in high school or college, so she’s passionate about educating others about it.
