Amanda Neely

Episode 431: Guest Host Episode with Brandon & Amanda Neely | Find Your Flow: A 3-Minute Assessment That Could Change Your Financial Life

December 5, 2025 by Not Your Average Financial Podcast

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In this episode, we ask:

Where is the problem?
Who are Amanda and Brandon Neely?
What is going on behind the curtain with business owners?
What is the “average system” designed for?
What do most financial advisors do?
What could fix the stress?
If the conventional system wasn’t designed for entrepreneurs, what alternatives exist?
How long has that system been around?
How can you align your values with the right system?
What does this look like?
What about stacking Bank on Yourself® and Profit First?
What is the S.T.I.L.L. Method framework?
How do you approach a problem?
What about the central nervous system?
What about the heart?
Why do I always do this?
Would you like to take the Find Your Flow Assessment?

Episode 410: The Devastating Thrift Savings Plan Pitfall with Amanda Neely

July 11, 2025 by Not Your Average Financial Podcast

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In this episode, we ask:

Who will you become?
Do you or your loved ones have a TSP or Thrift Savings Plan?
Who is Amanda Neely?
Would you like to hear Episode 113 or Episode 362?
What has Amanda learned as an author?
What about joy and peace?
What did Amanda discover?
Do I need to do something different than what my parents did?
What is a TSP, and how is it different than a 401(k)?
Is a TSP essentially a government employee’s 401(k)?
What about the match?
What is the difference between a traditional and a Roth?
What are the advantages and disadvantages?
What are the different funds?
What about the fees?
What are you actually invested in?
What happens with a loan in a 401(k)?
What happens with a loan in a TSP?
Who wants to be double taxed on the same dollar?
What are your choices?
How about an example?
What are the restrictions?
What happens with a surviving spouse?
What can be quickly locked down?
What about taxable withdrawals?
What about non-spousal beneficiaries?
What are the tax implications?
What about a delayed death certificate?
How savvy are adult children?
What if you’re under age 59 1/2?
What if you’re older than age 59 1/2?
When is your TSP free?
What happens to federal employee group life insurance?
What happens if you don’t have a plan for your assets?
What’s the government’s plan for your assets?
What happens when you have a will?
What about probate?
What happens when you have a trust set up?
How can you reduce the drama for your family members?
What about financial wellness?
Would you like to join our FREE Not Your Average Financial Community and private message Amanda Neely?
What are the takeaways?

Amanda Neely is a CFP® (CERTIFIED FINANCIAL PLANNER®) professional and CEO of Wealth Wisdom Financial. She makes financial planning more accessible through podcasting and through developing personalized financial strategies for individuals and couples, as well as profitability strategies for small businesses. She works virtually to help everyday Americans all over the United States to create smart, stable financial futures.

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Episode 362: Amanda Neely’s 5 Tips for Conscious Wealth Management

August 9, 2024 by Not Your Average Financial Podcast

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In this episode, we ask:

What is your financial story?
Who is Amanda Neely?
What is the S.T.I.L.L. method?
Would you like to hear additional episodes with Amanda?
What are the 12 principles and the 5 steps?
What is in the book Five Smooth Stones?
What about setting your sights?
What about tracking your in-and-outs?
What about inspecting your progress?
What about looking for the micro-adjustments?
What about living deliberately?
What about goals, visions and dreams?
What about looking out along the horizon?
What about tracking your money (budgeting)?
How might one give every dollar a job with cash value inside a policy?
What about inspecting your progress?
Am I more free or less free?
Will you want to change?
Are you changing too quickly?
Will you stick to it?
Is it good if the progress is too easy?
What about micro-adjustments with business owner clients?
What about living deliberately?
What’s it going to take to make an adjustment?
What are some of the biggest challenges?
What happens as Amanda lives more deliberately?
What are the logistics?
What do you need to decide?
What spirit do you need to bring to this?
What about additional resources?
What did Henry Ford say?
How is this different from other books?
What is Amanda’s special offer?
Would you like to buy Five Smooth Stones and use the code: NOTAVERAGE ?
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

Episode 322: Navigating the Underwriting Tunnel of Chaos with Amanda Neely

November 3, 2023 by Not Your Average Financial Podcast

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In this episode, we ask:

Have you ever been stuck?
What about the uncertainty?
What about the waiting?
What is the underwriting tunnel of chaos?
Who is Amanda Neely?
What about a frank conversation?
What about frustration?
What about making the world a better place?
What about transforming how money works?
What about Bank on Yourself®?
What are the misconceptions?
Who can qualify?
What is bananas?
What about health?
What about giving blood, urine and medical records?
What about assumptions?
Are you too old?
Are you too young?
Are you too sick?
Are you healthy?
Do you have too many pre-existing conditions?
Do you have unusual circumstances?
What about being pregnant?
What about financial details?
What about getting something that is hard to get?
What is it like going through underwriting?
Who is the owner?
Who else could be the insured?
What scenarios are possible after a decline?
What are some family strategies?
What about spouses?
What is a table rating?
What about smokers?
What about being postponed?
What about trying again?
What about the steps?
What about pro-tips?
What about direct primary care (DPC)?
What is an attending physician’s statement (APS)?
How can an applicant get access to their APS?
Why do we need medical information with life insurance?
What’s the difference between a possible claim and a guaranteed claim?
How is life insurance different from property and casualty insurance?
What about guarantees?
Why are the insurers so selective?
What about a common competitor?
What about adverse selection?
What about converting term insurance?
Would you like to hear Episode 187?
What is the problem with converting to indexed universal life (IUL) insurance?
Why are IUL premiums going up?
What is the accelerated underwriting program?
Why is this a good deal for the insurer?
What is good news for the whole life insurance policy holder?
Would you like to reach out to Amanda Neely at wealthwisdomfp.com?

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

Episode 321: How to Give Your Child the Gift of Bank on Yourself® with Amanda Neely

October 27, 2023 by Not Your Average Financial Podcast

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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?

Episode 303: Expert Panel on Bank on Yourself® Client Stories

June 23, 2023 by Not Your Average Financial Podcast

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In this episode, we ask:

What is even better than a five star review?
Who needs to hear this?
What book does Stephen recommend?
What did Stephen’s clients learn?
What did Dan’s client do with his cash value?
What were Mark’s clients able do with their modest policies?
What did Grant’s business owner client do?
Who wants to have control of their money?
Why would a business owner choose to do a Bank on Yourself® account strategy for their employees?
What about emergencies?
What happens with 401(k)s when losing an employee?
What about taxable accounts?
What about tax free money?
What about giving the family something more valuable?
What are the benefits?
Do employees love it?
What happened with John’s business owner client?
What about the challenge to get the funding for business expenses?
What’s the update with this client’s retirement?
Who wants more policies?
What is so powerful to understand about WHOLE LIFE insurance?
What do you need today? tomorrow?
Would you like to hear Episode 86 and Episode 87?
What did Amanda do?
Who pays tax via policy loans?
What about self escrow?
How much did Amanda’s client save in fees while doing self escrow with policy loans?
What seeds did Sarry’s client plant for the future?
What about Mark’s client’s family example?
What about thinking outside of the box?
Where is it written that you have to put all of your chips on red or black to meet your financial goals?
What are the takeaways?
Would you like to connect on the FREE Not Your Average Financial Community at notyouraverage.mn.co?

This episode features a round table of
select Bank On Yourself® Professionals, including:
John Ensley (Puget Sound, WA),
Sarry Ibrahim (Chicago, IL),
Dan Morris (Daytona Beach, FL),
Amanda Neely (Cincinnati, OH),
Brandon Neely (Cincinnati, OH),
Stephen Step (Los Angeles, CA)
and Grant Thompson (Amarillo, TX).

Episode 288: Why Did You Become a Bank on Yourself Professional®?

March 10, 2023 by Not Your Average Financial Podcast

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In this episode, we ask:

Why do you do what you do?
What gets you out of bed in the morning?
Why do they practice Bank on Yourself®?
How did Marvin Bulas get involved?
What happened with Marvin’s grandparents?
Is long term care the number one cause of bankruptcy?
How did Brandon and Amanda Neely get involved?
Would you like to purchase and watch the Banking with Life documentary?
How did Steven Step get started?
What was Grant Thompson trying to prove false?
Why does it matter?
Why not be a “regular investment dude”?
What is the truth?
Are you better off, now that you’ve met me?
How might you help people?
How does money really work?
What does retirement mean for you?
How might you live those “mini retirements” along the way?
What is just a tool?
What will Brandon’s son receive?
How is Brandon able to grow his wealth?
Who is thinking like a banker?
Who is thinking like a business person?
What about guidance?
What happens at a 6-month review?
Who is the mind chasing business?
Who said “most people would rather die than think?”
What about inviting people to dream?
If you were king or queen of money for a day, what would you change?
How might you create differently?
How might forge your own path forward?
What about imagination?
How do we grow out of the mess?
Why does it matter?
How are Bank on Yourself Professionals® different from your typical life insurance agent?
Where are you saving?
Is Bank on Yourself® the best place to save?
What about the mindset of saving perpetually?
Who has the money?
What are you thinking about?
When did the last opportunity come along?
When will the next opportunity come along?
Are you ready?
What are the benefits and keys to becoming a Bank on Yourself® professional?
With whom are you connected?

Episode 281: Is Bank on Yourself® All It’s Cracked Up to Be? with Amanda Neely

January 20, 2023 by Not Your Average Financial Podcast

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In this episode, we ask:

What have your experiences been with financial planners?
What about insurance?
Why do so many struggle to trust insurance professionals?
How did Mark meet Amanda?
Who is Amanda Neely, CFP®?
What about the education?
What about the exam?
What about the ethics?
What about the experience?
How long did it take Amanda to study and sit for the CFP® exams?
Why did Amanda put herself through this?
What is special about being a fiduciary and a CFP®?
What about Bank on Yourself® type whole life insurance policies?
How many female Certified Financial Planners® are available?
What’s it like to be a CFP® and a Bank on Yourself® Professional?
How are specialties so valuable?
What about liquidity?
What about estate planning?
What about real estate?
What about tax?
How does a whole life insurance policy integrate into the rest of life?
What about other kinds of insurance?
What about liquid emergency cash?
Does the Bank on Yourself® concept still hold water after Amanda’s CFP® education?
What did Mark and Amanda find in the fine print in the investment textbooks?
What did they find in the models and formulas?
What are the flaws?
Why do we make decisions based on previous performance, when there are no guarantees of future performance?
What about investing in the stock market?
Do you really understand what you’re doing?
Are you choosing “your mechanic” wisely?
What “car” are you driving?
How does it feeling driving it?
Would you like to meet with Amanda?

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

Episode 268: The Three Phases of Wealth and the One We All Forget [Expert Panel]

October 21, 2022 by Not Your Average Financial Podcast

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In this episode, we ask:

Who would you call?
What about years of combined experience?
What about accumulation?
What about distribution?
What about that phase in the middle?
Would you like to listen to and learn from this panel?

Reach out to anyone on this panel:

Episode 247: Post-COVID Money Pivots with Amanda Neely

May 27, 2022 by Not Your Average Financial Podcast

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In this episode, we ask:

Who is Amanda Neely?
Would you like to hear Episode 113?
How about an update?
What happened with Amanda’s client?
What about scenarios for the future?
How did the life insurance companies fair over the last two years?
How about some updates?
What happens?
What about stock market volatility?
What about a real life case study?
What about tax?
What about short term capital gains?
What about long term capital gains?
What about the book, Sacred Economics?
What about averages?
What about predicting outcomes?
What about stress tests?
What about insurer stability?
What about worry?
…compared to what?
What about group life insurance?
What about death claims?
How did the life insurers fare the pandemic?
How did they handle the turbulence?
What happened in 2008?
What happened in 2020 and 2021?
What about property and casualty insurance companies?
What about the preparedness of the entire industry?
What did Mark hear from the insurers, when times were tight?
What about making a commitment?
Why is it important to pick the right company?
What about companies demutualizing?
What about company ratings?
What are the powerful forces that shape our future?
What about governments?
What about wealthy individuals, families and corporations?
What about money printing?
What about money supply?
What about international conflict?
Would you like to hear more with Amanda on the Wealth Wisdom Financial podcast?

Amanda Neely is a financial 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.

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