Declare Your Financial Independence: A Mid-Year Check-In for Business Owners & Investors
Wealth Wisdom Financial Podcast
Release Date: 07/02/2025
Why Most Business Owners Struggle with Cash Flow and How Profit First Fixes It
Wealth Wisdom Financial Podcast
In this episode of the Wealth Wisdom Financial Podcast, we’re joined by Jason Petro, a Certified Profit First Professional and seasoned entrepreneur with over 20 years of experience as a small business owner. Jason is one of the founding owners of the Profit First App, developed in partnership with Mike Michalowicz, author of Profit First. Having implemented the system in his own businesses, Jason now helps other entrepreneurs do the same—turning profit into a consistent, repeatable habit rather than an afterthought. Together, we explore why traditional accounting often...
info_outline
Pressing Pause to Build What’s Next
Wealth Wisdom Financial Podcast
What do you do when the thing you've been building needs room to become something bigger? Most people barrel into January with fresh goals, new planners, and that familiar pressure to start strong. But what if the bravest thing you could do right now is... pause? This isn't a farewell episode. It's a pivot point. In this final episode of the year, Brandon and Amanda share something they've been wrestling with behind the scenes. The podcast, the brand, the way they serve you—it's all evolving. And evolution needs breathing room. Before they step back, they're leaving you with one...
info_outline
You Didn’t Start a Business to Feel Like This
Wealth Wisdom Financial Podcast
What if the real problem isn't your work ethic? What if it's that nobody ever taught you how to run a profitable business? You went into business to make a difference. To take care of your family. To build something that matters. But somewhere along the way, the dream turned into a grind. You're exhausted, stretched thin, and wondering why success still feels so far away. Sound familiar? Neeka Williams felt the same way. As the practice administrator for a urology company, she was doing all the "right" things—showing up every day, solving problems, keeping the wheels...
info_outline
Building a STAR Business: Personalization, AI Tools, and Counterflow
Wealth Wisdom Financial Podcast
What If Everything You've Been Told About Building Wealth Is Wrong? Have you ever wondered why the financial industry treats entrepreneurs like they should act like employees? Save for retirement. Max out your 401(k). Lock your money away for 30 years. That advice might work for someone with a steady paycheck and a pension. But for business owners? It's a recipe for disaster. In Part 2 of our conversation with Perry Marshall, we're pulling back the curtain on what's broken in the financial planning world—and how we're using Profit First, Infinite Banking, and AI tools to help business owners...
info_outline
When the Beans Run Dry: How a Coffee Shop Taught Us the Truth About Money
Wealth Wisdom Financial Podcast
What happens when your dream business nearly destroys you, and then teaches you everything you needed to know about money? We don't usually talk about this. The early days. The subway rides hauling coffee beans across Chicago. The polar vortex brought us to the edge of bankruptcy. The moment we realized we'd been doing money completely wrong. But Perry asked us to get real. So we did. In Part 1 of this two-part conversation, we're pulling back the curtain on our entrepreneurial journey, from bootstrapping a coffee shop with zero financial backing to discovering the...
info_outline
What Profit Planning Really Looks Like
Wealth Wisdom Financial Podcast
What Happens When You Stop Juggling Spaghetti and Start Planning Profit? Have you ever felt like your business is just spaghetti thrown against a wall? You're spinning plates, putting out fires, and wondering which pieces will stick. Joseph Cadavos knows that feeling. With a real estate business closing 90-110 transactions a year, a wife running a med spa an hour away, and three school-aged kids, life was chaos. But here's what changed everything: He stopped trying to do it all and started doing what actually mattered. In this episode, Brandon sits down with Joseph to talk about his year in...
info_outline
Get REAL Confidence Before Buying More Stuff!
Wealth Wisdom Financial Podcast
Are you trying to buy your way to financial peace? It's Black Friday season, and every ad promises the same thing: relief. This course will fix your business. This software will organize everything. This planner will finally make you consistent. But here's what nobody's telling you: confidence isn't a product you can purchase. In this no-BS episode, Brandon cuts through the holiday shopping noise to reveal what real financial confidence actually is—and why you can't swipe your card to get it. Discover: Why entrepreneurs get trapped in consumption cycles that look like progress but change...
info_outline
Entrepreneurs Need a BIG Emotional Reset to Make Money Without Shame
Wealth Wisdom Financial Podcast
What if the guilt and shame around money isn't a character flaw, but a nervous system pattern you can actually change? If you've ever felt like you're "doing everything right" but still can't shake the money anxiety… if you've secretly resented your business while feeling guilty for that resentment… or if you've hit financial goals only to feel exhausted instead of excited… then, this episode will help you understand why. Amanda shares the truth most financial professionals won't say out loud: You can't build calm from criticism. Shame doesn't make you responsible. Shame makes you...
info_outline
What REALLY Fixes Your FINANCES?
Wealth Wisdom Financial Podcast
Does practicing gratitude ever leave you feeling more anxious than at peace? If being thankful isn't magically fixing your finances, this episode is for you. Tune in as Amanda gently exposes the myth of "gratitude fixes everything" and reveals what it really takes to find calm, clarity, and confidence with money. Discover: Why your financial stress isn't a moral failing (and what's actually going on under the surface) The critical money step most experts skip that keeps you stuck in survival mode How to build real safety in your nervous system so you can make empowered money moves from...
info_outline
What's the REAL Secret to Getting AHEAD?
Wealth Wisdom Financial Podcast
Do you ever feel like you're doing everything "right" in your business - clients are happy, revenue is growing - but you still feel behind and anxious? In this raw, real episode, Brandon digs into the hidden systems silently running your financial life and sabotaging your peace. If hustling harder isn't working, this will be a game-changer. Discover: The secret biological wiring keeping you stuck in "survival mode" (even when you're successful) How to find clarity and calm in the chaos (and make money decisions you trust) The real reason you're exhausted from chasing a finish line that...
info_outlineWhat if this July wasn't just about celebrating freedom from a king 249 years ago... but about declaring your own freedom from financial stress today?
In this powerful mid-year episode, we're challenging you to write your own Declaration of Financial Independence. Whether you're a business owner tired of cash flow rollercoasters or an investor ready to take control of your wealth-building strategy, this episode will help you identify what's working, what isn't, and how to course-correct for the second half of 2025.
We dive into the mindset shift that changes everything: moving from "What if?" to "What now?" - and share practical steps to reclaim your financial freedom starting today. This isn't about following someone else's financial playbook. It's about creating a system that actually works for how you live and run your business.
Key Quote: "Freedom doesn't come from waiting for the perfect moment. It comes from making a decision and taking action."
Ready to stop letting big banks, debt, and market volatility control your future? Your financial revolution starts with one bold decision.
🎧 What You'll Learn:
-
How to conduct an honest mid-year financial review
-
The difference between employee financial tools and entrepreneur strategies
-
Simple steps to declare your own Financial Independence
-
Why summer is actually the perfect time to make financial changes
-
One move that could change your financial trajectory forever
Don't just celebrate Independence Day this July - create your own Financial Independence Day.
Links Mentioned in the Show Notes
-
Join the Wealth Wisdom Financial Community - While the pod switches to interviews this summer, we’re still publishing content every weekday to boost your wealth-building journey. Dive into the library of resources and gain access to Group Coaching monthly.
-
Start to Manage Cash Flow Like a Millionaire - Stop budgeting. It doesn’t work for long-term wealth building. Instead, discover how to manage cash flow.
-
Implement Profit First in 12 East Steps - Been thinking about implementing Profit First but want a resource to show you the nitty, gritty and walk you through the exact steps? Get started with this 12-video series.
-
Jump into The Ultimate Guide to Bank On Yourself - Confused by all the noise out there about whole life? This no-nonsense “Cliff Notes” style video series brings clarity to both newcomers and those who have had a policy for years.
00:00 Introduction: Declaring Your Financial Independence
00:38 Welcome to Wealth Wisdom Financial Podcast
01:15 Upcoming Summer Content and Community Engagement
03:06 Our Financial Revolution Journey
05:01 Crafting Your Financial Declaration of Independence
06:10 Mid-Year Financial Check-In
07:54 Taking Action Towards Financial Freedom
11:50 Resources for Financial Independence
16:42 Conclusion and Final Thoughts
Watch on YouTube: https://youtu.be/FW_jI3GFyk4