Tech Intersect #154: Brandon Neely on Building a Solid Foundation for Your Wealth and Assets

We talk a lot about the future of our work and finances as a way to more freedom, but there’s something that needs to come before that. Building a solid foundation where you are today is the first step toward financial freedom. People often put off their actions until they reach a specific goal, but there’s power and agency in starting where you are. This Tech Intersect™ Podcast episode is about building a solid foundation for your wealth and assets! 

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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 Infinite Banking/Bank On Yourself framework to grow their businesses and future.

Brandon Neely and I discuss:

• Steps we can take to create a smarter, more stable financial future.
• Some best practices to cultivate a wealth wisdom mindset.
• The importance of setting foundational assets that can be used to build your wealth.
• Common pitfalls and mindset setbacks that keep people from the life they want.
• Balancing your perspective and your portfolio of freedom options.

Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me! And don’t forget to follow, rate, and review the podcast and tell me your key takeaways!

CONNECT WITH BRANDON NEELY:

LinkedIn

YouTube

Website

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Produced by Galati Me

Investor's Deep Dive

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Regulate & The Rabbit Hole by Notty Prod licensed via Creative Commons Attribution-NoDerivatives 4.0 International License. Produced by Tonya M. Evans for Advantage Evans, LLC

Chapters

• 0:00 Brandon Neely on Building a Solid Foundation for Your Wealth and Assets
• 2:27 What inspired you to work to empower folks with wealth wisdom?
• 6:18 The importance of starting with the end in mind and working backwards.
• 12:31 What’s the difference between a probate asset and a non-probate asset?
• 14:37 How to stay on the leading edge of any opportunity.
• 14:54 [Ad] Investor's Deep Dive
• 15:31 (Cont.) How to stay on the leading edge of any opportunity.
• 19:32 Taking 100% responsibility for one's own actions.
• 23:29 History is repeating itself and banks are making money.
• 28:12 You don’t have to do all the things, but just the next right step.