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Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Client Spotlight: When the Worst Happens to a Parent with James Miles
Manage episode 426915176 series 2421926
Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
What's the worst thing that can happen to a parent? To lose their child.
During this time it's important to be financially strong, especially when other children are mourning along with the parents.
You might learn some useful money lessons from this experience.
We hope you never lose a child. Here's your chance to hear James' story and learn through his experience.
James shares his life and financial journey, from how he grew up, his first investments, and his current memory care real estate endeavors. He talks about his career history, financial setbacks, and strategies for teaching his children financial literacy. James also talks about his faith and how it helped him during tough times. His story shows why taking smart risks, learning from your experiences, and giving your kids a good money foundation are important.
As James says, "Don't stick your head in the sand." and "Get started with your kids early."
00:00 Introduction and Welcome
00:19 James' Personal and Financial Background
02:39 Early Investment Experiences and Lessons
03:48 Questioning Traditional Financial Wisdom
06:05 Transition to Real Estate and Entrepreneurship
10:37 Discovering Wealth Wisdom
19:13 Implementing Financial Strategies for Family
19:46 The Importance of Financial Education for Children
23:32 The Value of Life Insurance Policies
32:05 Reflections on Financial Planning and Advice
43:39 Conclusion and Final Thoughts
Watch this episode on YouTube here: https://youtu.be/YQUtHS8d92I
100 episodes
Share
Manage episode 426915176 series 2421926
Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
What's the worst thing that can happen to a parent? To lose their child.
During this time it's important to be financially strong, especially when other children are mourning along with the parents.
You might learn some useful money lessons from this experience.
We hope you never lose a child. Here's your chance to hear James' story and learn through his experience.
James shares his life and financial journey, from how he grew up, his first investments, and his current memory care real estate endeavors. He talks about his career history, financial setbacks, and strategies for teaching his children financial literacy. James also talks about his faith and how it helped him during tough times. His story shows why taking smart risks, learning from your experiences, and giving your kids a good money foundation are important.
As James says, "Don't stick your head in the sand." and "Get started with your kids early."
00:00 Introduction and Welcome
00:19 James' Personal and Financial Background
02:39 Early Investment Experiences and Lessons
03:48 Questioning Traditional Financial Wisdom
06:05 Transition to Real Estate and Entrepreneurship
10:37 Discovering Wealth Wisdom
19:13 Implementing Financial Strategies for Family
19:46 The Importance of Financial Education for Children
23:32 The Value of Life Insurance Policies
32:05 Reflections on Financial Planning and Advice
43:39 Conclusion and Final Thoughts
Watch this episode on YouTube here: https://youtu.be/YQUtHS8d92I
100 episodes
All episodes
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Similar to Wealth Wisdom Financial Podcast
Series that demystifies health issues, separating fact from fiction and bringing clarity to conflicting health advice.
…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
Whatever your business conundrum, there’s a TED Talk for that—whether you want to learn how to land that promotion, set smart goals, undo injustice at work, or unlock the next big innovation. Every Monday, host Modupe Akinola of Columbia Business School presents the most powerful and surprising ideas that illuminate the business world. After the talk, you'll get a mini-lesson from Modupe on how to apply the ideas in your own life. Because business evolves every day, and our ideas about it sh ...
…
continue reading
Short documentaries and adventures in sound presented by Josie Long.
…
continue reading
Host Paul John Roach and his guests find the mystical core and explore the perennial philosophy amidst the infinite variety of the world’s religions and spiritual traditions. Paul emphasizes the practical application of spiritual wisdom imparted from poets, writers, philosophers, mystics, and scriptures in order to foster a deeper awareness and understanding in our everyday lives. Explore over 650 shows with thought leaders and spiritual teachers. #PaulJohnRoach.com
…
continue reading
Move more of your body more often and in more interesting ways with the Get-Fit Guy! If you want to begin an exercise routine and don't know where to start, or if you've been working out for a while and aren't getting the results you want, Kevin Don will give you the tips you need to reach your fitness and movement goals. Get expert information on the latest fitness trends and advice on everything from toning your arms to running a 5K or simply building more movement into your day. With his ...
…
continue reading
Reflections from a faith perspective on issues and people in the news.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
