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Can You Really Retire Without Risk? The 3-Part Safe Money Plan

Release Date: 07/09/2025

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

More Episodes

What if retirement planning didn't have to feel like gambling with your future? What if you could build a strategy that actually works for business owners who understand cash flow better than anyone?

In this powerful live episode, Brandon and Amanda team up with Mark Willis, CFP®, Evan Greathouse, and Kristi Duncan to challenge everything you think you know about "safe" retirement planning.

We're not talking about another cookie-cutter approach designed for employees with steady paychecks. This is about building what we call "the all-weather portfolio" – a three-part system that protects you from market crashes, inflation, and the seven overlooked assumptions that derail most retirement plans.

Whether you're 35 or 55, if you've ever wondered whether your current retirement strategy actually matches how you live and run your business, this episode will give you clarity. We break down the math, share real examples, and show you why adding more "ART" to your portfolio might be the missing piece you've been looking for.

Key Quote: "Most people have too little in the certainty portion of their portfolio. They're planning with probability when they should be planning with certainty."

🎧 What You'll Discover:

The 7 hidden assumptions that could derail your retirement (and how to protect against them)
Why the "all-weather portfolio" beats traditional diversification
The three crucial parts every business owner needs in their retirement strategy
How to build predictable income streams that don't depend on market performance
Real examples of how this strategy works in practice
Why whole life insurance might be the most misunderstood wealth-building tool

This isn't theory – it's a practical roadmap for business owners who want retirement security without the sleepless nights.

Ready to stop hoping the market cooperates with your retirement timeline and start building real financial security?

00:00 Welcome and Introduction

00:19 Today's Speakers and Topics

03:53 Retirement Number Discussion

05:09 Overlooked Assumptions in Retirement Planning

12:00 Inflation: The Silent Wealth Killer

15:48 The Impact of Fees on Retirement

18:57 Sequence of Returns Risk

21:29 Long-Term Care Costs

25:30 True Diversification Explained

29:22 Living Well in Older Years

30:07 The Impact of Poor Health on Retirement Costs

30:37 Financial Planning for Longevity

34:53 The All-Weather Portfolio

39:21 Access, Risk, and Tax Advantages

51:27 Starting a New Retirement Plan Later in Life

55:06 Conclusion and Next Steps

Watch on YouTube: https://youtu.be/UYQgopqOA5Q

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