Financial Planning for Podcasters and Business Owners with Brandon Neely

Finances are not the sexiest thing to talk about when it comes to our businesses, but it IS essential to have a handle on your numbers. Brandon Neely, a finance expert and serial small business owner has the insight and tools that can help you pin down your financial goals and set you up for success. This week, episode 158 of Listeners to Leads is about financial planning for podcasters! 

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. Now, as financial allies, they share their experiential knowledge through podcasting and developing personalized financial strategies for individuals and profitability strategies for businesses.

In this episode of Listeners to Leads, Brandon Neely is sharing the importance of knowing your numbers and paying yourself a living wage and actionable steps you can take right now to realize your financial goals and take actions towards them. 

Brandon and I also chat about the following: 

• Running a business and co-hosting a podcast with your spouse.
• The Neely’s journey from coffee shop owners to running a financial agency.
• Financial ‘gurus’ still teaching financial advice that no longer works in 2024.
• The STILL method of setting financial goals and tracking progress.

To get yourself a copy of Five Smooth Stones: A Financial Centering Journal, head over to the Wealth Wisdom Financial shop! 

Be sure to tune in to all the episodes to receive tons of practical tips on turning your podcast listeners into leads and to hear even more about the points outlined above. 

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!

Learn more about Listeners to Leads at www.listenerstoleads.com

CONNECT WITH BRANDON NEELY:

YouTube

LinkedIn

Wealth Wisdom Financial podcast

Wealth Wisdom Financial website

CONNECT WITH ALESIA GALATI:

Instagram

LinkedIn

Work with Galati Media! 

Chapters

• 0:00 Financial Planning for Podcasters and Business Owners with Brandon Nealy
• 3:26 The pros and cons of being in business with your spouse.
• 7:13 From coffee shop owners to running a financial planning agency.
• 12:22 The importance of self-education and avoiding out of touch financial gurus.
• 19:05 Finding ways to save money so you can invest in meaningful places.
• 22:05 The STILL method of financial planning.
• 25:16 Regularly discussing financial goals and getting on the same page as your partner.