Not Your Average Financial Podcast™

Think different about your money, your economy and your future. Be curious. Be stable. Be sane.

Episode 247: Post-COVID Money Pivots with Amanda Neely

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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.

Episode 113: Nightmare Scenarios with Amanda Neely

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In this episode, we ask:

  • Do you ever spin out into the “WHAT IF…” conversations?
  • What happens to Bank on Yourself type policies when the world ends?
  • Is it the end of the world as we know it?
  • Would you like Pamela Yellen’s latest book, Rescue Your Retirement?
  • Would you like to write us a review on iTunes and email us a screen shot at hello@nyafinancialpodcast.com? If you do, we’ll send you Pamela Yellen’s newest book for FREE.
  • Schedule an Appointment with Us
  • How has Amanda Neely been a prepper?
  • What are the nightmare scenerios?
  • What happens in a zombie apocalypse?
  • Do you have water?
  • Do you have food?
  • What is more reasonable?
  • Are we living in a dreamworld economy?
  • What if Wall Street just crashed?
  • What if Wall Street dropped by 50% (like it has twice in the last decade)?
  • What happened in the great depression?
  • How did life insurance policy owners fare in the great depression?
  • What about stagflation?
  • Who had the liquid pools of cash?
  • Who received increases?
  • What about the market crashes of the 90s?
  • What about volatility?
  • What about the rings of a tree?
  • What about volume?
  • What about consistent, compounding of the dollar?
  • What about liquidity?
  • What if there was a run on the bank?
  • What if banks are closed?
  • How would you get money out of a policy if you can’t access a regular bank?
  • What about macro economic nightmares?
  • What about a decline in the dollar?
  • What happens to the value of a policy?
  • What happened in the last decline of the dollar?
  • How do things cycle?
  • What if the dollar gets replaced?
  • What did life insurance companies use before the U.S. dollar?
  • What is the legal tender where the contract is domicile?
  • What about a major bout of hyperinflation or deflation?
  • Why is inflation a problem?
  • What about massive lay offs?
  • What about changes in demographics?
  • Do you have flexibility with your premium?
  • What are the exit strategies?
  • Can you reduce your premium?
  • Can you stop the premium?
  • Is winter coming?
  • What about having fewer resources than your parents?
  • What about hyperinflation?
  • What happens to a policy in wild crazy inflation?
  • How does hyperinflation affect your income?
  • Who sets the federal interest rate?
  • What about paying the national debt with a higher interest rate?
  • What happens if the rates go high?
  • What about squatter’s rights?
  • What happens if contract law falls away?
  • What about the resources of a life insurance company?
  • What about gold? Would you like to view a historical gold chart?
  • What about social security and medicare?
  • How can you reach out to Amanda Neely?
  • Have you visited grandmaswealthwisdom.com?
  • Will the life insurance companies be the last domino to fall?

 

Episode 62: #FIRE Extinguishers with Brandon and Amanda Neely

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In this episode, we ask:

  • Who are Brandon and Amanda Neely?
  • Grandma’s Wealth Wisdom Podcast
  • What is the F.I.R.E. strategy?
  • What does F.I.R.E. stand for?
  • How does one know they’re F.I.R.E.d?
  • How do you calculate your freedom number?
  • What are the pros of people going for this strategy?
  • What are the downsides of F.I.R.E. ?
  • What things do the F.I.R.E. people take off the table?
  • If someone was trying to retire early, how does one avoid the pitfalls?
  • What are the F.I.R.E. extinguishers?
    • Have you considered Tax Deferred Plan penalties?
    • Have you considered the Stock Market risks?
    • Have you considered the possibility of tax increases?
    • Have you considered the possibility of rising inflation?
    • Have you considered the fees?
    • Have you considered future medical expenses?
    • Have you considered Long Term Care expenses?
    • Have you considered unexpected large expenses?
    • Have you considered opportunity cost?
  • What are the perfect matches – the F.I.R.E. starters?
    • Bank on Yourself type life insurance policies
    • Access the money without penalty
    • Uninterrupted compound growth
    • No double tax payments
    • Hedge against inflation
    • Pay fees up front
    • Coverage for Long Term Care
    • Can make large purchases
    • Have growth continuing while you use the money for expenditures
  • What are other options?
    • Why is access without penalty crucial?
    • What did Brandon and Amanda do with their dividend paying whole life insurance policy?
    • How did this put them in a really good position?
    • What would Grandma say about this concept?
    • Did a single Grandma own a 401(k)?
    • What does retirement look like?
    • Contact Brandon and Amanda and subscribe to the Grandma’s Wealth Wisdom podcast at GrandmasWealthWisdom.com

    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 Grandma’s Wealth Wisdom podcast or wherever great podcasts are found.