Episode 22: Achieve Global and Local Impact through Wealth Wisdom With Amanda Neely
09/28/22 • 49 min
Having trouble with money can be stressful, but it doesn’t have to be. Take control of your finances and enjoy a new level of freedom. Be worry-free with Neely's financial strategy!
Amanda Neely is the co-founder and CEO of Wealth Wisdom Financial, a personal finance coaching company that helps people break out of the cycle of debt and live a life of financial freedom. She has always been passionate about making a difference in the world. From participating in nonprofit projects to working with finance, she has always advocated for people to live a life of freedom and purpose.
Back then, she and her husband, Brandon, co-founded Overflow Coffee Bar in 2009, which operated until 2018. Then, the biggest pivot happened in their life when they had their firstborn and began seeing the world through a different lens. Today, they use their firsthand experience helping others through the Wealth Wisdom Financial Podcast, as well as by creating bespoke financial plans for couples and individuals, as well as business profitability strategies.
Listen to the newest episode of the GEM Series and learn more about Amanda's inspiring story and her incredible journey to becoming a financial coach and entrepreneur.
Key Takeaways
(00:57) - Who is Amanda Neely
(02:47) - Amanda’s vision of making the world better
(04:15) - What’s Amanda’s very first goal
(05:35) - Her turning point in creating a business
(07:45) - How positive things have positive impacts
(09:36) - The groundwork for building her business
(12:44) - Philosophy of calculated risk-taking
(14:50) - Amanda's path to financial enlightenment
(18:30) - From learning to imparting financial literacy
(21:27) - The major pivot in Amanda's professional and personal life
(23:13) - Learning the best outlook in life from loved ones
(26:48) - Keeping the dream alive despite the naysayers
(28:23) - Why Wealth Wisdom Financial Podcast was made
(29:27) - Defying widely accepted beliefs about money
(32:14) - The ethical approaches to managing a business
(34:35) - Amanda on their podcast's first fruitful outcome
(37:35) - The basics to finding financial freedom
(39:59) - Dispelling money management myths
(42:57) - When was the U.S. dollar established
(41:51) - Amanda's favorite element of her profession
(46:48) - Final words of wisdom for aspiring entrepreneurs
(48:18) - How to reach Amanda
Quotes
"I wanted to learn about the past so that I could make the future better." (03:28)
"Positive things happening anywhere could result in positive things happening everywhere." (08:03)
"We won't solve poverty nearly as well from the edge of poverty ourselves." (13:45)
"We use the example of Charles Darwin. A lot of people think that the fittest are the ones who survive, but actually those that can adapt are the ones that survive." (30:01)
"It's not just about how we give, but also about how we save and invest." (33:34)
"When we turn into action, we start to see the optimism and hope that we can make a difference." (36:17)
"One of the best pieces of advice that I was given is to never do anything alone, as much as possible include someone else." (46:48)
Resources and Links
Connect with Amanda:
https://www.instagram.com/fifemovement/
https://www.linkedin.com/in/amandaneely/
https://grandmaswealthwisdom.com/
https://podcasts.apple.com//wealth-wisdom-financial-podcast/
Learn more about RocketLevel
• WEBSITE: https://rocketlevel.com
• CAREER: https://radius.theresumator.com
• LINKEDIN: https://www.linkedin.com/company/rocketlevel
• INSTAGRAM: https://www.instagram.com/rocketlevel/
• FACEBOOK: https://www.facebook.com/RocketLevel/
Having trouble with money can be stressful, but it doesn’t have to be. Take control of your finances and enjoy a new level of freedom. Be worry-free with Neely's financial strategy!
Amanda Neely is the co-founder and CEO of Wealth Wisdom Financial, a personal finance coaching company that helps people break out of the cycle of debt and live a life of financial freedom. She has always been passionate about making a difference in the world. From participating in nonprofit projects to working with finance, she has always advocated for people to live a life of freedom and purpose.
Back then, she and her husband, Brandon, co-founded Overflow Coffee Bar in 2009, which operated until 2018. Then, the biggest pivot happened in their life when they had their firstborn and began seeing the world through a different lens. Today, they use their firsthand experience helping others through the Wealth Wisdom Financial Podcast, as well as by creating bespoke financial plans for couples and individuals, as well as business profitability strategies.
Listen to the newest episode of the GEM Series and learn more about Amanda's inspiring story and her incredible journey to becoming a financial coach and entrepreneur.
Key Takeaways
(00:57) - Who is Amanda Neely
(02:47) - Amanda’s vision of making the world better
(04:15) - What’s Amanda’s very first goal
(05:35) - Her turning point in creating a business
(07:45) - How positive things have positive impacts
(09:36) - The groundwork for building her business
(12:44) - Philosophy of calculated risk-taking
(14:50) - Amanda's path to financial enlightenment
(18:30) - From learning to imparting financial literacy
(21:27) - The major pivot in Amanda's professional and personal life
(23:13) - Learning the best outlook in life from loved ones
(26:48) - Keeping the dream alive despite the naysayers
(28:23) - Why Wealth Wisdom Financial Podcast was made
(29:27) - Defying widely accepted beliefs about money
(32:14) - The ethical approaches to managing a business
(34:35) - Amanda on their podcast's first fruitful outcome
(37:35) - The basics to finding financial freedom
(39:59) - Dispelling money management myths
(42:57) - When was the U.S. dollar established
(41:51) - Amanda's favorite element of her profession
(46:48) - Final words of wisdom for aspiring entrepreneurs
(48:18) - How to reach Amanda
Quotes
"I wanted to learn about the past so that I could make the future better." (03:28)
"Positive things happening anywhere could result in positive things happening everywhere." (08:03)
"We won't solve poverty nearly as well from the edge of poverty ourselves." (13:45)
"We use the example of Charles Darwin. A lot of people think that the fittest are the ones who survive, but actually those that can adapt are the ones that survive." (30:01)
"It's not just about how we give, but also about how we save and invest." (33:34)
"When we turn into action, we start to see the optimism and hope that we can make a difference." (36:17)
"One of the best pieces of advice that I was given is to never do anything alone, as much as possible include someone else." (46:48)
Resources and Links
Connect with Amanda:
https://www.instagram.com/fifemovement/
https://www.linkedin.com/in/amandaneely/
https://grandmaswealthwisdom.com/
https://podcasts.apple.com//wealth-wisdom-financial-podcast/
Learn more about RocketLevel
• WEBSITE: https://rocketlevel.com
• CAREER: https://radius.theresumator.com
• LINKEDIN: https://www.linkedin.com/company/rocketlevel
• INSTAGRAM: https://www.instagram.com/rocketlevel/
• FACEBOOK: https://www.facebook.com/RocketLevel/
Previous Episode
Episode 21: When Purpose Meets Demand With Steve Hoffman
If you want to start a business, whether large or small, whether it's your own idea or not, how should you educate your entrepreneurial mind? Don't stress about it. Steve Hoffman got this covered for you!
Steve Hoffman, aka "Captain Hoff," is a serial entrepreneur and a venture investor. He mainly serves as the Chairman and CEO of Founders Space, a company whose goal is to educate and accelerate entrepreneurs. The company has established business relationships with over 50 partners in 22 countries. He is also the author of the book called "Surviving a Startup" and many more.
With Steve's years of experience in different professions, he has become a master of entrepreneurship. He has learned how to build a company, work with investors and create an environment for new ventures. He understands the challenges that most entrepreneurs face when starting their own businesses. Steve is very knowledgeable about business and knows what it takes to make a company successful.
Tune in to this week's newest episode of the GEM Series as you learn more entrepreneurial wisdom and gain insight into how to become a successful entrepreneur.
Key Takeaways
(00:55) - Who is Steve Hoffman
(03:49) - Steve on growing up with a creative mindset
(06:36) - The first company Steve started
(09:30) - From working for a business to being the business
(12:26) - Advice for entrepreneurs who wish to build a company
(14:02) - How demand plays big in the business world
(18:08) - Having a more in-depth understanding of the market
(19:43) - Significance of a strong team in launching a business
(21:22) - Keeping an eye on potential opportunities
(22:46) - Observing the pattern that works for businesses
(24:04) - Curiosity as the driving force behind the entrepreneurial itch
(25:20) - Steve's tips for people who want to kickstart their business
(27:09) - The two biggest expenses in running a company
(33:48) - Who is the book Surviving a Startup for
(35:23) - The motivation behind Steve's Surviving a Startup
(36:59) - Moments of near-quits that Steve overcame
(39:27) - Controlling the stress that comes with entrepreneurship
(40:13) - Mindful practices to counter the stress
(42:08) - Turning the negatives into challenges
(43:18) - Risk as a part of the entrepreneurship equation
(44:12) - Steve discussing his TED Talk
(47:36) - The inspirations behind Steve's whereabouts in life
(53:25) - Humanity's edge over AI technology
(54:27) - Steve's parting advice to listeners
(54:54) - How to connect with Steve
Quotes
"The first thing you should do if you're really smart, is don't build anything, go out there and hunt for demand." (13:42)
"What I've learned through my own companies and working with all these entrepreneurs around the world is you can never create demand." (13:53)
"No matter how brilliant you are, you cannot make somebody buy something that they don't think they need or want." (14:46)
"The more value you give that customer over their lifetime with you, the more they will stick with you and the revenue you can earn." (28:45)
"You should take all of the things that could be negative as challenges." (42:08)
"If you're going to try to minimize risk, you're minimizing opportunity." (43:26)
"Trying new things opens up doors you would never expect." (54:32)
Resources and Links
Connect with Steve:
https://www.linkedin.com/in/foundersspace/
https://www.instagram.com/foundersspace/
https://www.facebook.com/groups/foundersspace/
https://www.youtube.com/c/FoundersSpace
https://twitter.com/foundersspace
https://www.foundersspace.com/
Learn more about RocketLevel
• WEBSITE: https://rocketlevel.com
• CAREER: https://radius.theresumator.com
• LINKEDIN: https://www.linkedin.com/company/rocketlevel
• INSTAGRAM: https://www.instagram.com/rocketlevel/
• FACEBOOK: https://www.facebook.com/RocketLevel/
Next Episode
Episode 23: Transforming Lives through Business Success With Yuri Elkaim
How do you coach your way toward progress? Build up systems and strategies on your route to success just like Yuri did!
Yuri Elkaim is the founder and CEO of HealthPreneur, a leading coaching company that empowers health and fitness professionals to build thriving online businesses. He is also a former athlete, a known and trusted health expert, and a New York Times bestselling nutrition author. His company’s purpose is not only to help people but also to guide healthcare providers to achieve their dreams in the service of others.
From being a professional soccer player, he shifted his athletic mindset into the entrepreneurial world. He has a strong work ethic and a relentless drive to succeed. He is also a wealth of knowledge and a huge inspiration to aspiring coaches, entrepreneurs, and fitness enthusiasts.
In his late teens, he lost all of the hair on his body due to an autoimmune disease. This experience led him to dive into the field of nutrition and fitness, with the goal of helping thousands of health professionals develop the needed marketing and business skills for their clients. His passion for health and wellness grew into a full-blown business that he now runs with his team of coaches.
Tune in to the newest episode of the GEM Series as we talk about Yuri's challenges of growing a business and how he turned his experiences into opportunities.
Key Takeaways
(00:56) - Who is Yuri Elkaim
(01:46) - The story behind HealthPreneur
(06:11) - Influence of an athlete's mind on entrepreneurship
(07:26) - Yuri on his mistakes in his early business years
(10:09) - Having confidence without arrogance
(11:34) - What’s Yuri’s very first goal
(12:41) - What Yuri does best and how he does it
(16:05) - Advice for struggling entrepreneurs
(21:06) - How he gets through the rough patches in business
(22:55) - One of the lowest points in Yuri's life
(23:50) - A passion for both doing and being in business
(26:38) - How to clear off the core constraints
(29:57) - Yuri’s wealth of knowledge as an entrepreneur
(32:27) - Learning to seek out business mentorship
(34:45) - Having a sense of accountability and ownership
(39:05) - Limits in compassion: Yuri's thoughts
(40:05) - A story about believing in yourself and breaking excuses
(42:21) - Yuri's perspective on hustle culture
(47:59) - Beliefs to break when entering the business
(51:10) - Yuri's favorite aspects of his work
(53:37) - Words of wisdom for aspiring entrepreneurs
(54:50) - How to get in touch with Yuri
Quotes
"The mistake I made in the first couple years of my business was thinking I had all the solutions even though I had none of them" (07:35)
"Problems only ever get bigger if you want your business and your impact to get bigger." (08:42)
"Growth doesn't happen without challenges." (08:51)
"Being around other people who've been there and done that is very important if you want to accelerate your progress." (18:53)
"Complexity fails and simplicity scales." (19:02)
"Systems create peace of mind instead of all the chaos." (30:22)
"If you wanna get better, do something about it. Otherwise, stop talking about it." (38:43)
"When circumstances change, your commitment needs to go higher." (39:14)
"When you change your perspective of what down is, it actually feels like an up." (48:30)
Resources and Links
Connect with Yuri:
https://www.linkedin.com/in/yurielkaim/
https://www.instagram.com/healthpreneur/
https://www.facebook.com/healthpreneur1
https://www.youtube.com/healthpreneur
https://healthpreneurgroup.com/
Learn more about RocketLevel
• WEBSITE: https://rocketlevel.com
• CAREER: https://radius.theresumator.com
• LINKEDIN: https://www.linkedin.com/company/rocketlevel
• INSTAGRAM: https://www.instagram.com/rocketlevel/
• FACEBOOK: https://www.facebook.com/RocketLevel/
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