Episode 13:

Brandon and Amanda 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 developing personalized financial strategies for individuals and couples and profitability strategies for businesses.

Their goal is to work with people to take charge of their cash flow, leverage their assets, and increase their profitability in ways that would make their grandma proud.

What you’ll learn about in this episode:

• How Brandon and Amanda came up with the concept of Grandma’s Wealth Wisdom
• Why the entrepreneurial pair decided to sell their coffee shop and jump into the finance world while expecting their first child
• What the Bank on Yourself policy is, and why they came up with the term to define their guiding principle of having control over their path
• Their philosophy as business owners about reconciling accounts, paying your taxes, and saving for retirement
• How Brandon and Amanda were able to become homeowners themselves because of Grandma’s Wealth Wisdom
• How life insurance policies can help you secure a mortgage and enable you to access the equity that you’re building
• Why to focus on your dreams and goals when creating and implementing life-changing financial strategies
• Brandon and Amanda share their creative ways to use owner financing to improve your financial position

Resources:

• Website: https://grandmaswealthwisdom.com/
• LinkedIn:
  • https://www.linkedin.com/in/brandon-neely/
  • https://www.linkedin.com/in/amandaneely/
  • https://www.linkedin.com/company/grandma-s-wealth-wisdom
• Facebook: https://www.facebook.com/Grandmaswealthwisdom/

Additional Resources:

• Learn Six Strategies To Sell Your Home In Any Market And Maximize YOUR Equity!
• Learn the Seven Steps for Success when buying a home through our Rent To Own program!