Brandon 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 406: Avoid the Pitfalls of Infinite Banking Knockoffs with Brandon Neely

June 13, 2025 by Not Your Average Financial Podcast

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In this episode, we ask:

Is it a knockoff?
Can you imagine this?
Does it provide security or chaos?
Who is Brandon Neely?
What did Brandon learn at the I.B.C. Think Tank?
What changes have happened in the last few years?
What impact does Nelson Nash’s work, Becoming Your Own Banker still have?
What are the challenges of maintaining Nelson Nash’s original vision in today’s financial landscape?
What about Pamela Yellen’s effort to preserve Nelson Nash’s ideas through the Bank on Yourself® Professional program?
What is the biggest risk with a whole life products?
Do you have an advisor who is giving you bad advice?
Would you like to hear Episode 253?
What makes Brandon unique?
What changed Brandon’s life?
What’s the history?
What were Nelson’s strengths?
What should every business owner read?
What did Pamela Yellen notice?
What’s the risk of listening to a social media infotainer on Infinite Banking?
What has Brandon seen with clients who have fallen for IULs from an advisor claiming Infinite Banking expertise?
What about the IP and trademark of Bank on Yourself®?
What do red flags sound like?
What are some examples?
What’s important to know?
Why is working with a Bank on Yourself Profressional® crucial?
Would you like to hear Episode 95 and Episode 96?
What are the takeaways?

Brandon Neely is an entrepreneur, Profit First and Bank On Yourself® Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife Amanda Neely.

They founded and managed 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 and profitability strategies for businesses.

Wealth Wisdom Financial
Book a Call with Brandon Neely

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 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 253: Everybody Else Has a Plan for Your Money with Brandon Neely

July 8, 2022 by Not Your Average Financial Podcast

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In this episode, we ask:

Is it possible to give what you have not received?
Who is Brandon Neely?
What is Brandon’s superpower?
What does Brandon suggest?
Why does Profit First matter?
What (who) is the biggest risk?
What (who) is the biggest asset?
What happened when Brandon and Amanda sold their coffee shop business?
What about closing or selling a business?
How do you position yourself to be in a better, healthy place?
What helps the resilience of a business owner?
Would you like to hear Episode 165?
What is the STILL method?
What is CHAOS?
How might we remove the chaos?
What are some practices?
What about goals?
What about tracking?
What about inspecting?
What about adjustments?
What about living deliberately?
What about everyone’s goals being different?
What about business owners?
What about real estate investors?
What about a 401(k)?
Does everyone have a plan for your money?
What about Bank on Yourself® type whole life designed policies?
What about tracking?
What about volatility?
Is the rate of return the real rate of return? Are you tracking?
Are you finding the truth in the fees?
What about budgeting?
Have you used YNAB yet?
Who has their head in the sand?
What is the definition of insanity?
Are there any do-overs?
Are you looking for 1% adjustments?
What about the expense challenge?
What about the hundreds of subscriptions?
What about incremental change?
What about the policies?
What about living deliberately?
What about action?
What about contemplation?
What about giving?
What’s the difference between the entrepreneurs and the wantrepreneurs?
What about refining your goals?
What happened with Brandon’s son?
Would you like to visit the stillmethod.com?

Brandon Neely is a serial entrepreneur, Profit First and Bank On Yourself Professional, and the co-host of Wealth Wisdom Financial Podcast with his wife and business partner Amanda. He and Amanda founded and managed Overflow Coffee Bar, L3C from 2008 through 2018. They learned a lot of what to do and NOT to do through that experience. They have since sold that business. Now, as financial allies, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and profitability strategies for businesses. They continue to help clients implement the Profit First system as well as how to use a Bank On Yourself framework to grow their businesses and future. Connect with Brandon at Wealth Wisdom Financial via the STILL Method.

Episode 62: #FIRE Extinguishers with Brandon and Amanda Neely

November 9, 2018 by Not Your Average Financial Podcast

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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.