Episode 321: How to Give Your Child the Gift of Bank on Yourself® with Amanda Neely

Not Your Average Financial Podcast™

In this episode, we ask:

• Have you seen this meme?
• How many cookies?
• What would your 18-year-old self choose?
• Who is Amanda Neely?
• Would you like to listen to more Not Your Average Financial Podcast episodes with Amanda Neely?
• What’s the right time?
• What does Amanda wish she had when she was 18?
• What did Mark Twain say?
• What is Bank on Yourself® and who is Pamela Yellen?
• What steps did the father have in mind?
• What is the flexibility?
• What are the limits?
• What is the design?
• What about continuing to save?
• What about modeling?
• How much can you save now?
• How much do you want to enjoy life?
• What is the balance between enjoying life now and saving, so you can enjoy life later?
• What is the custom design for your family’s financial story?
• What about uninterrupted compound interest with savings?
• What happens with a brokerage account?
• What about foundational wealth?
• Who will stay in really great health?
• What about joy?
• What about (living without breaking) compounding?
• Have you read the Bank on Yourself Revolution by Pamela Yellen?
• Would you like to see the sailboat on the Bank on Yourself Engineering podcast?
• What are the components?
• How can the family share the components?
• How does this open up possibilities?
• What’s the exit plan?
• What are some design ideas?
• What can a parent do with forethought?
• What information do the young adults need?
• What about expectation management?
• Why should parents talk with their kids about policies?
• Why do parents set up policies with their kids?
• Why do parents gift policies to adult children?
• Would you like to reach out to Amanda or Brandon at 513.447.6501?
• What are the takeaways?

Amanda Neely, CFP® is a Certified Financial Professional® and Bank on Yourself® Professional, who uses her years of experience in business growth to develop personalized financial strategies for individuals, couples, and entrepreneurs. She works with people to find their unique path to financial freedom. Reach out to Amanda at www.wealthwisdomfp.com