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 build wealth on their own terms.

You'll discover:

• Why the conventional financial industry is designed to extract money from entrepreneurs, not empower them

• The difference between saving for retirement and building actual liquidity (and why it matters more than you think)

• How we combine Profit First and Infinite Banking to give business owners control over their cash flow AND their wealth-building

• The AI tools we built to help clients understand their "financial nervous system" before they ever talk to us

• Why we stopped explaining what we do and started letting people experience it instead

Key Quote: "The financial industry is designed to move your money to Wall Street. We're designed to help you build a healthy, profitable business first—and then build wealth from that foundation."

This episode is for business owners who've felt like the conventional financial advice never quite fit. If you've ever thought, "There has to be a better way" … there is. And we're showing you how.

Resources mentioned:

• Find Your Flow Quiz — A free 10-question assessment to discover your financial personality

• Financial Nervous System Diagnostic — A deeper 54-question assessment that reveals your money patterns

• Perry Marshall's Roundtable 2026 — The mastermind community that helped accelerate our growth

• Profit Planning Network 2026 — Join our community of business owners building profitability and wealth

00:00 Introduction and Recap

00:39 Shifting Gears: What's Broken in the Financial Industry

03:15 Behavioral Economics and Financial Planning

04:27 Empowering Clients: A Different Approach to Finance

08:12 Combining Profit First and Infinite Banking

11:39 Lessons Learned and Overcoming Challenges

16:54 Transformative Experiences and Future Plans

25:11 Conclusion and Next Steps

Watch on YouTube: https://youtu.be/_xNQQzQovf8

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 principles that would eventually reshape how we help business owners build wealth.

You'll hear:

• Why we delivered coffee beans on the subway before our shop even opened (and what that taught us about building a business with no money)
• The brutal wake-up call that came during a Chicago polar vortex—and the single lesson that saved everything
• What our financial planner told us contradicted everything we thought we knew about "saving for retirement."
• The three things every entrepreneur needs to survive (hint: passion isn't enough)
• Why we were told we were "too entrepreneurial" to get hired and how that rejection became our biggest opportunity

Key Quote: "We were naive about how hard it would be. But that naivety is also what kept us going when smarter people would have quit."

This isn't a polished success story. It's the real version—the good, the bad, and the ramen. If you've ever wondered whether you're cut out for this entrepreneur thing, or if you're doing money all wrong, this one's for you.

Coming next week: Part 2 dives into what's broken in the financial planning world and how we're using Profit First, Infinite Banking, and AI to help business owners build wealth differently.

Resources mentioned:

• Find Your Flow Quiz — 10 questions to discover your financial personality
• Financial Nervous System Diagnostic — A deeper 54-question assessment
• Get more info about Perry Marshall's Roundtable here.
• Profit Planning Network 2026 — Join our community of business owners building profitability and wealth

00:00 Introduction

00:45 The Coffee Shop Dream

03:20 Bootstrapping with Nothing

06:15 The Polar Vortex Wake-Up Call

09:30 Discovering Liquidity Over Retirement

11:45 The Three Things Every Entrepreneur Needs

13:00 Preview of Part 2

Watch on YouTube: https://youtu.be/bC5j2xh8y_g

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 the Profit Planning Network. This isn't your typical "business success story." It's raw, real, and refreshingly honest about the messy parts of business ownership that nobody posts on Instagram.

You'll discover:

• Why blocking time with your spouse on Google Calendar might be the most profitable thing you do this year

• How two completely opposite businesses (making people pretty vs. buying ugly houses) used the same framework to find clarity

• The surprising way AI helped them understand their marriage better

• What "profit planning" actually means (spoiler: it's not what you think)

• How having a buffer changes everything when marketing challenges hit

Key Quote: "I don't care what you make gross—what matters is what you keep at the end of the month." — Joseph Cadavos

This conversation will make you rethink everything about how you're running your business. And maybe, just maybe, it'll convince you to finally schedule that date night.

Ready to learn more about creating a business that doesn't consume your life? Visit https://livecounterflow.com/collections/profit-planning-network-2026 to explore the Profit Planning Network.

00:00 Introduction and Welcome

00:19 The Profit Planning Network: An Overview

01:58 Transition to Financial Services

02:55 Launching the Profit Planning Network

04:53 Interview with Joseph Cadavos

06:25 Joseph's Business and Family Life

07:43 Impact of the Profit Planning Network

13:07 AI and Financial Tools

22:05 Final Thoughts and Encouragement

28:24 Conclusion and Call to Action

Watch on YouTube: https://youtu.be/2aZUKO47eBY

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 nothing

• The one question to ask yourself before buying anything this week (it's a game-changer)

• What real confidence actually is (hint: it has nothing to do with your revenue or savings balance)

• How your nervous system drives more of your money behavior than you realize

• The difference between buying from clarity vs. buying from chaos

Key Quote: "Peace can't be purchased. It has to be practiced. You don't need to fill your life with more stuff. You need to fill your system with more stability."

Stop buying fake confidence and start building real clarity. Take the Find Your Flow Quiz to discover which nervous system pattern is running your financial life → https://livecounterflow.com/pages/fyf

Timestamps:

00:00 Introduction: The Season of Sales & False Confidence

01:58 Why We Buy: Feelings, Not Things

03:08 Confidence Isn't a Product—It's a Pattern

05:20 Why We Built CounterFlow & Clarity Before Consumption

06:59 Tools for Clarity: Find Your Flow & Cash Confidence Roadmap

08:37 Are You Buying from Clarity or Chaos?

13:15 The Live CounterFlow Movement & Confidence Tools

15:01 Closing Thoughts: Building Real Wealth & Stability

🎧 Enjoyed this episode? Share it with one entrepreneur who's on the edge of burnout and about to buy another fix they don't need. Then take the quiz and start building confidence that can't be sold.

Work with us: Get tools to build calm, confident cash flow → livecounterflow.com

Watch on YouTube: https://youtu.be/MmmulCBxy6I

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 reactive.

In this vulnerable, paradigm-shifting conversation, discover:

• Why entrepreneurs carry more emotional weight than most people realize (and how it shows up in your money decisions)

• What shame actually does to your nervous system and why it keeps you hustling to prove your worth

• The difference between a "self-care break" and a true emotional reset that changes your financial patterns

• How the STILL Method helps you make money moves from peace instead of panic

• Why making money without shame is about returning to your natural rhythm

Key Quote: "Shame activates your survival system. It tells your brain, 'You're not safe until you fix this.' And that keeps you in constant motion - hustling, optimizing, proving. But here's what's wild: most entrepreneurs don't realize that pattern isn't logical; it's biological."

• You start seeing your business as an ecosystem instead of a battlefield

• You stop apologizing for wanting to be paid well

• You build wealth without guilt because your motives are clean

• Your Profit First plan becomes easier to stick with

• Your budget stops feeling like punishment

• Your goals start feeling like alignment

This isn't about fixing yourself. It's about reintroducing your nervous system to safety.

Take the Find Your Flow Quiz →https://livecounterflow.com/pages/fyf Discover your unique money pattern and the small shift that brings relief right now.

Join the next Cash Flow Reset experience → Email Andrea at andrea@wealthwisdomfp.com
A 90-minute live session where Amanda personally walks you through reconnecting your nervous system to your financial life.

Explore more nervous system tools for money → LiveCounterflow.com

Watch on YouTube: https://youtu.be/DcK0fLQlmBM

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 presence, not panic

If hustling harder and journaling longer aren't bringing you peace, press play. Amanda shares the tool that's 10x more powerful than your gratitude practice for creating lasting financial freedom.

Key Quote: "Gratitude soothes the heart - but it doesn't regulate the financial nervous system. You can't think your way into peace if your body still believes you're in danger."

Ready to find your unique money flow? Take the quiz. https://livecounterflow.com/pages/fyf

Tired of feeling tense when you think about money? Learn the nervous system tools that actually work at LiveCounterflow.com

If this episode helped you exhale, share it with a friend who's drowning in financial overwhelm. Your story could be the life raft they need today.

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 keeps moving

• Practical tools to break the cycle and rebuild a foundation of financial peace

Stop grinding against your own nervous system. Tune in to get off the emotional rollercoaster and find your financial flow.

Key Quote: "You don't have a discipline problem - you have a systemic wiring problem. You can't out-budget biology."

Work with us & get tools to build calm, profitable cash flow → https://livecounterflow.com/

00:01 Breaking the "doing everything right but still behind" feeling

01:40 The myth of the finish line (and why it keeps moving)

03:19 What's really running your finances: the system under the surface

04:59 You've read the books and tried the tactics, what's missing

06:39 Finding clarity in chaos: a simple, usable framework

08:16 Lessons from working with tons of business owners

09:58 If this resonates: how to apply and share it

11:36 Next steps & resources to save you time

🎧 Enjoyed this episode?

Like, subscribe, and tell us the one shift you're making this week. Your future self (and your cash flow) will thank you.

Watch on YouTube: https://youtu.be/6WIN7C8xqIU

Too many small business owners feel guilty about making money. But what if profit isn't the problem ... but the solution?

In this powerful episode, Brandon exposes the cultural lie that's keeping too many purpose-driven entrepreneurs broke, burned out, and secretly ashamed of their success.

You'll discover:

• Why profit is actually the fuel for your purpose (not the enemy of it)
• How your profitability directly impacts the people you serve
• The real cost of downplaying your wins or charging less than you're worth
• How to reframe financial success as a sacred responsibility, not a personal indulgence

Key Quote: "Profit isn't the enemy. Profit is sacred. It's the oxygen your purpose breathes. Without it, your mission suffocates."

This episode is a rally cry for every small business owner who's ever felt conflicted about making money while making a difference.

🎧 Listen now to reclaim your right to thrive as you serve.

Ready to break the cycle of underearning and overgiving? Check out https://livecounterflow.com/

00:00 Breaking the Guilt Around Profit

00:50 Introduction to Wealth Wisdom Financial Podcast

01:30 The Stigma of Profit Among Entrepreneurs

03:02 Reclaiming the Right to Thrive

03:30 Personal Reflections on Profit and Success

04:52 The Importance of Profit with Integrity

08:51 Tools and Resources for Financial Success

10:17 Conclusion and Call to Action

Watch on YouTube: https://youtu.be/XAgH8A09b0k