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In this episode, we ask:
- Would you like to give us a review on iTunes? We’d love to hear from you!
- Would you like a book?
- What do you talk about for hours on end?
- Do you see money differently?
- Who is the hero in your story?
- What should you take on your journey? What should you leave behind?
- Who is your fellowship? Who is your tribe?
- Do superheros need help?
- How is your family doing?
- Do you need a new fellowship?
- How could you share your excitement?
- Have these concepts been meaningful to you?
- Who else needs to know about these strategies?
- Who do you know that has been doing “the right things” their whole life and is watching it all blow up in their face?
- What are the layers?
- Why is sharing excitement so challenging?
- What doesn’t work?
- Should I send someone a book as a present?
- Should I just show by example?
- What does work?
- Should I share my intentions?
- Should I be intentional?
- Should I let them know that I would like to share some things that have profoundly impacted my financial life?
- Can I share over a tweet?
- Should I schedule a time to share?
- What’s the best amount of time to dedicate to a conversation?
- How do I “set the table” with an invitation?
- How much time should last between the invitation and the conversation?
- Where should we have the conversation?
- What is the balance between simplicity and complexity?
- What’s your story?
- What are the key parts to a great story?
- How do you share your feelings?
- How can you give an invitation to awareness?
- What if you’re not well received?
- How do you distill the core elements?
- Would you like a memorable acronym?
- …What is T.G.I.F.?
- Would you like a memorable acronym?
- How do you connect?
- How do you recommend an advisor?
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.