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Wealth Wisdom Financial Podcast

Mar 13, 2024

This episode addresses the six common financial 'fires' or challenges that can potentially derail one's financial well-being.

These 6 fires are (1) liquidity needs, (2) long-term disability, (3) loss of life, (4) long-term care, (5) longevity, and (6) legal liability. Get your fire extinguishers ready BEFORE one of...


Mar 6, 2024

In 2024, is it more difficult than ever to save money? Is it still important? Are we so trapped that the only cure is doom spending?

Let's get some historical perspective - complete with legit charts and graphs!

We reveal a future crisis that could be even bigger than the student debt crisis.

Then, we turn to how to...


Feb 28, 2024

What is the hardest and nastiest problem in finance? What would Nobel Prize winning economist, William Sharpe say it is? It's retirement income planning.

More Americans turned 65 years old in 2023 than in any other year in American history. This transition of the baby boomer population into retirement impacts everyone...


Feb 20, 2024

What do you think is the most common mistake real estate investors make? See if we come up with the same answer in this episode.

Hint: We mention Arthur Guinness of Dublin, Ireland. He's the legend behind Brandon's favorite beer.

Plus, we share 3 crucial steps to avoid this common mistake. One of these steps includes a...


Feb 14, 2024

Many entrepreneurs face a dilemma of balancing financial stability and pursuing passion.

First of all "balance" is too heavy of a target. How about a mix?

Join Amanda as she lays out five core principles shaped as '5 P's' of combining passion and profit. The 5 P's offer a thoughtful blend of history, practical, and...