Achieving Financial Peace and Entrepreneurship with Amanda Neely

How can small business owners find financial peace of mind while still pursuing entrepreneurial ventures?


In this episode, Amanda Neely shares her journey from coffee shop owner to certified financial planner. She offers insights on achieving financial stability for small business owners, securing flexibility and work-life balance as an entrepreneur, and discovering fulfillment by serving others. Her story is a proof of resilience, strategic planning, and the importance of building a supportive community around your entrepreneurial ventures.

[00:00 – 13:57] Rethinking the professional path 

  • Analyzing where you are on your journey and where you would like to go. 

  • Breaking points and decision making.

  • Following a timeline and a financial plan. 

  • Taking advice from a mentor. 


[13:58 – 16:44] Redefining Financial Freedom 

  • Defines financial freedom not by money but by impact through mentoring others.

  • Focuses first on family and community, knowing the money will follow.

  • Sets guardrails so she can give value without giving everything away.


[16:45 – 19:42] Getting out of risk of bankruptcy

  • Switched from paying down debt to saving into an emergency fund policy.

  • Used policy loans rather than savings to pay off debt all at once.

  • Became “own source of financing” with more control.


[19:43 – 25:27] Crafting Routine for Both Business and Family

  • Uses daily anchors like cooking dinner to transition from work mode.

  • Finding support with her husband to balance work and family time.



“You’ve got to do it with a team. You can’t do it on your own.” – Amanda Neely

“Financial freedom for me is… about the impact, how my time is being used.” – Amanda Neely


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About our Guest

Amanda Neely

Amanda Neely is a CERTIFIED FINANCIAL PLANNER and Co-Founder, CEO of Wealth Wisdom Financial Partners. She 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. Amanda is an enthusiastic Millenial who started her entrepreneurial journey at the age of 23 when she wrote her first business plan. That business, a social enterprise coffee shop, opened to the public in downtown Chicago 3 years later. After growing the business for 7 years, Amanda sold it to a nonprofit when she was expecting her first baby. Starting a family hasn’t deterred Amanda from entrepreneurship. Now she’s on to her new mission of making financial planning more accessible. What keeps Amanda going? It’s her drive to end poverty. Having grown up in a family struggling to get by Amanda works so that, even if her clients never become billionaires at least they can be so much more generous because of the work they do together.

This episode is brought to you by Roofstock, the world’s largest residential real estate investing marketplace. Open an account for free and start browsing turnkey investment properties today.

We are also supported by You Need a Budget. YNAB is a different kind of personal financial tracking company. They’ll help you track and plan your money with your priorities in mind. Open your trial account today and give it a shot!

About the Host

Taylor on stage

Hi, I’m Taylor. To date I’ve acquired or partnered on over $250 Million in Commercial Real Estate Investments. I help busy professionals invest in multifamily and self storage real estate through my company NT Capital

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Real Listener Reviews

Extremely useful podcast
Extremely useful podcast
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Short, impactful with excellent guests. If you have a full time W-2 job or business and are looking for ways to get involved in real estate on the side, this is for you.
Simple & effective information!
Simple & effective information!
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This podcast is worth listening to for investors at all levels. The information is simplified for the high level investors but detailed enough to educate seasoned investors about nuances of the business. I recommend!
Awesome Podcast!!!
Awesome Podcast!!!
@Clarisse Gomez
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The host of Passive Wealth Strategies for Busy Professionals podcast highlights all aspects of real estate investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!
Great podcast!
Great podcast!
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Love all the information and insights from Taylor and his guest. Fun and entertaining. Highly recommend.

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