Accelerating Your Wealth

I'm thrilled to be talking to Pamela of Worsley Creative. Pamela is an incredible digital marketer, and in this episode, we dive into three ways to boost your visibility strategy. Pamela has a remarkable talent for distilling complex information about your business into actionable insights. She's passionate about making a difference and ensuring that businesses don't waste resources on unnecessary strategies. I've personally worked with her across various aspects of my business, from branding to SEO, and can confidently recommend her expertise. With over 55 five-star Google reviews and numerous testimonials from her satisfied clients, Pamela's credibility speaks for itself. Today, she'll be sharing invaluable insights on enhancing your overall digital marketing plan and getting your business noticed. Connect with Pamela  Website- https://worsleycreative.co.uk/ LinkedIn- https://www.linkedin.com/in/pamela-rae-welsh-6a149b8/  Instagram- https://www.instagram.com/worsley_creative/  

In this episode of my podcast, I'm thrilled to share my excitement about our brand-new website launch. Unlike traditional financial platforms, our website prioritises comprehensive financial planning over product promotion. I'm particularly proud of the diverse resources we offer, from quizzes to guides, all designed to assist our clients in finding tailored solutions to their financial needs. Our commitment to financial planning aligns perfectly with our core values, and you'll find a wealth of informative content on our website, including blogs and vlogs. We've made sure that clients have access to a range of free resources, including ethical guides and financial assessments, empowering them to gain a clearer understanding of their financial situation. Looking ahead, I'm planning to shift the podcast's focus to include regulated content from our website, featuring interviews with industry experts. On the website, we now highlight specialised services catering to business owners, women, and families, offering invaluable financial planning insights. With a strong focus on team development and harnessing the power of social media referrals, I'm committed to providing transparent guidance on our charges and services. The podcast serves as an ideal platform to promote upcoming shows and engage listeners in discussions on wealth maximisation strategies. Join me on the podcast to stay updated on the latest industry trends and gain valuable insights into achieving financial security and prosperity and our new Vlog which will coming very soon.  

In this episode of our podcast, we delve into the world of financial planning and goal setting, featuring Lily and Zach as they explore their career aspirations in industrial design engineering and mechanical engineering, respectively. They kick off the meeting by discussing their long-term financial goals, focusing on starting salaries, student loan repayment thresholds, and strategies for achieving financial stability. As the youngest guests I have had on the show to date, Lily and Zach delve into setting clear financial goals and the significance of early savings for long-term security. They discuss practical budgeting strategies, the psychology behind setting financial goals, and the importance of transparent communication about spending habits.

In this episode, I stress the importance of prioritising pension contributions early on to secure your financial future as a woman with a business. I highlight the power of starting to save early and leveraging compound interest in investments over time, urging you not to delay contributions despite business or personal expenses. I offer practical steps for adjusting your finances towards pension savings, including reducing costs by 10% while increasing sales for financial stability.  Advocating for sustainable strategies tailored to your individual business context, focusing on your client needs over industry trends, I encourage you to engage with free resources for continuous learning. Additionally, I underscore the significance of authentic communication styles and consistent content creation across platforms to maintain your professional integrity and effectively engage with clients. Tune in  and listen now for actionable advice tailored specifically for women in business like you, seeking to prioritise your pension contributions amidst the demands of entrepreneurship.    

In this episode I am joined by our guests Laura, Jennie, and Emma who share their personal journeys through divorce, offering invaluable insights and practical advice for navigating this challenging life transition. Laura emphasizes the importance of understanding love languages, while Jennie highlights the significance of fair financial settlements post-divorce.  Emma, known as the "divorce alchemist," provides expert guidance on navigating high-conflict divorces with resilience and grace.  Our conversations cover topics such as financial preparation, recognizing signs of abuse, and prioritizing self-worth during divorces.  Tune in to gain valuable insights and empower yourself to navigate divorce proceedings with resilience, self-awareness, and empathy. Connect further with Emma Heptonstall Divorce Coach Divorce Coaching with Emma Heptonstall - Former Lawyer - https://www.emmaheptonstall.com/divorce-coaching/   

In this podcast episode, I delve into the significant shifts in the budget and the impending end of the tax year. I'm highlighting various adjustments, like the reductions in national insurance rates, modifications in child benefit thresholds, and cuts in capital gains tax. I also touch upon the ramifications of VAT threshold increases and non-domicile rules, underlining how crucial it is for our clients to stay informed and updated with their financial planning as the tax year draws to a close. Moreover, I mention the availability of carry-forward allowances for pension contributions, providing valuable insights for our listeners.

Join us for part 2 of our Surviving Divorce episodes where we continue the conversation with our guests Ellie, Natalie and Laura.  We share our advice for individuals dealing with emotional, practical, and legal challenges in relationships, particularly focusing on financial agreements, settlements, and divorce.  Discussing the importance of getting advice early, making decisions, and not jumping to conclusions during divorce, we also talk about how crucial it is to have the right support, do your research, and manage your energy wisely. If you're interested in learning more about financial planning in relationships and particularly divorce with practical tips for tough life transitions, this episode is a must-listen.   

In this special 2 part podcast of  "Accelerate Your Wealth", I bring together three other women to have an important conversation about empowering women with their finances. The episode explores various perspectives on relationships, communication, and financial dynamics. The women discuss the challenges and shifts that occur during separations, particularly in terms of retirement planning and amicable resolutions.  They delve into topics such as demanding more in relationships, setting boundaries, and the impact of control over money whilst also touching on the importance of communication and sharing responsibilities in a partnership. Take a listen to find out more about the evolving expectations and desires of women in relationships, as well as practical tips for navigating financial decisions during separations.  Further help and support can be found:  Surviving Economic Abuse: Transforming responses to economic abuse  

  Today's podcast delves into the importance of taking control of your money and finances and I share seven practical tips to help you become more accountable monthly and daily. To enhance your financial accountability you can use things such as your phone setting reminders to be organised and on top of all your financial tasks, such as expenses and making notes to manage your budget effectively.  Find an accountability buddy to share experiences and support with as this can help you make sound financial decisions and the importance of self-honesty in reflecting on spending habits. By reflecting on spending habits and questioning your motives behind purchases, you can align your spending with your long-term goals and values. This self-honesty plays a crucial role in maintaining financial accountability.  

In this episode, I dive deep into the art of setting and achieving money goals, walking you through the entire process of planning and executing those financial aspirations. First and foremost, clarity is the key. It's important to have a crystal-clear vision of what you want to achieve financially. It's not just about having dreams; it's about defining them with precision. Next up, I break down the intimidating task of big financial goals into bite-sized, manageable steps. The idea is to make those seemingly colossal objectives feel much more achievable by tackling them in smaller, strategic increments. Timelines matter, and I  encourage you to prioritize your goals based on personal preferences and deadlines. This way,  not only will you have a roadmap but also a timeline that suits your individual pace. I also introduce my powerful weekly planner tool. It's not just any planner; it's a tool designed to help you keep tabs on your spending habits, fostering accountability in your wealth journey. Imagine having a weekly companion guiding you toward your financial goals! Be sure to watch this episode on YouTube here - https://www.youtube.com/@rebeccarobertsonifa 

Discover the secrets of effective wealth planning as I share valuable insights on breaking down big financial goals into manageable monthly objectives. Learn how to set realistic targets, create a roadmap for your financial journey, and unleash your true wealth-building potential.  With examples of budgeting for saving, debt repayment, and other expenses throughout the year, it's important to be realistic about your spending habits and track where your money goes to effectively plan and achieve your financial goals. You can watch the episode here on my YouTube channel : https://www.youtube.com/@rebeccarobertsonifa   

“How to Be Your Own Wealth Planner," is my new four-part mini-series on helping you to become your own wealth planner. As an independent financial advisor with 23 years of experience in financial services, I share my top insights on creating your personalized wealth plan.  I believe that everyone can create their wealth plans at a basic level and it can make a huge positive difference. With this first episode, I will help you to identify your desired financial future and then determine the goals you want to create to work towards this.  The first thing we need to consider and decide on when we are setting our money goals, is a timeframe, such as short-term, medium-term or long-term. Once you have done this, I would suggest you stick to and focus on only one time frame and I show you an example of how you can do this just head over to my YouTube channel to watch it if you are tuning in on the podcast. The link is below.  https://www.youtube.com/@rebeccarobertsonifa I also introduce the concept of a "bankometer," which is a visual tool to track progress towards each goal and it can be found in my wealth planner if you have a copy of this. If you don't, you can create a page with three columns to record the goals and track financial milestones.  This tool will help you observe how you are saving, clearing debt, and making progress over time. By visually breaking down the goals into clear objectives, the bankometer can provide you with a sense of direction and motivation. In the next session, I will delve into how to plan and make those money goals happen. So stay tuned for part two out next week.  

Today's episode is with our guest Susan Hope, a financial specialist with Scottish Widows, who discusses the various challenges women face in retirement and how they can better prepare for this stage of life. Susan, who joined Scottish Widows two and a half years ago, brings over 30 years of experience in the industry and is now managing a sales team, helping employers create workplace saving schemes. Susan shares the findings of Scottish Widow's 19th annual report, focusing on the structural inequalities that women face in retirement. The report used a new approach, examining the lifestyle women could expect in retirement rather than focusing on the savings index. The findings were stark, with 40% of women not having enough to meet the minimum standard of living in retirement. For single mothers, this figure was even higher at 75%. Shifting the conversation to potential solutions that could improve women's financial well-being, Susan emphasises employers' role in changing the narrative around pensions and helping employees see the value of their contributions. She suggests employers should provide tools and resources to help employees understand their pension provisions. This episode also touches on the concept of a "pot for life" and the proposed pensions dashboard, both aimed at simplifying pension management for individuals. Susan highlights the need for transparency and open conversations about money, both in the workplace and at home. If you are interested in understanding the financial challenges women face when planning for retirement this podcast will be a great one to listen to.. It offers practical tips on taking control of your financial future and underscores the importance of early engagement and understanding pension provisions. To connect with Susan, head over to her LinkedIn here: https://www.linkedin.com/in/susan-hope-apfs-88092640/ 

Our first podcast of 2024 and we are kicking it off with an in-depth conversation between Abigail Langridge owner of Poppins PA and I, around effective time management, work-life balance (or rather, blend), and how to cope with the demands of a busy schedule. Abigail supports high-achieving women in reclaiming their personal lives and alleviating their headspace of all things that keep them awake at night and interrupt them throughout the day.  She brings the true essence of having a personal assistant alive, tailoring her support to each person. Poppins PA has been created from a place of longing and for wanting each woman to realise why they do what they do, ensuring these women are supported as individuals for them to show up as their best selves professionally. Abigail has scooped up Mary Poppins and brought her into the modern day! And now Poppins PA offers a new 6-month Accountability Time Management programme to support you with making the shift from chaos to calm; with weekly calls, having Abigail available on Voxer and learning how to finally manage a blend of work life that fits for YOU! Connect With Abigail  www.poppins-pa.com Instagram: @poppinspa https://www.linkedin.com/in/abigail-langridge/  

Today's episode we have Linda Stephens, a health and wellness expert who specializes in women's health and empowerment. Linda shares her personal journey from being a senior television producer to becoming a health and wellness advocate, driven by her life experiences, including the birth of her premature children and her own perimenopausal journey. Linda passionately discusses the importance of understanding and adapting to our changing hormonal bodies, especially during midlife. She dives into the implications of health on overall wealth, emphasizing that our well-being directly affects our ability to work, provide for our families, and achieve financial security. Linda highlights the idea that the core health of a person, particularly women in midlife, is their core wealth. Throughout the conversation, Linda offers practical advice for improving health and well-being. She shares the importance of incorporating protein into one's diet, finding the right exercise regimen, prioritizing sleep, and learning stress management techniques. She also underscores the necessity of seeking professional help when needed and the value of learning about one's body and hormonal changes. Moreover, Linda discusses the impact of societal pressures on women's health and how the traditional work structure often neglects women's hormonal cycles, insisting on the need for a more equitable system. She encourages women to find joy in life, explaining that filling life with joy can lead to overflowing positivity and better health. This podcast episode is a must-listen for anyone interested in women's health, particularly those navigating their midlife phase. It offers valuable insights, practical tips, and motivational encouragement to prioritize health and well-being.   Be sure to connect with Linda further: ​​* www.TheBathroomBootcamp.com - FREE! 5 exercises for posture & pelvic floor to tack onto a loo break.  Download the reminder cue sheet and watch the ‘How To' video. * www.WomensWellbeing.me online yoga and well-being studio for menopausal women * Join our private Facebook group Women's Wellbeing with Linda https://www.facebook.com/groups/womenswellbeingwithlinda    

In this podcast, Julie Creefield, an award-winning speaker, author, and business strategist, discusses her 30-year career and her latest book, "How Not to Be Broke." She shares insights from her various roles in helping communities, individuals, and organizations make critical changes. Julie emphasizes the importance of examining personal, client, and global needs when designing business offerings. She uses what she refers to as a "Triangle of Need" to help visualize this concept. She also stresses the importance of crafting a strategy rather than relying on hope as a business model. Julie discusses her experiences building her business, including launching 15 offers during the pandemic and generating over a quarter of a million pounds of sales. She candidly shares the challenges of managing cash flow and the struggle of asking for help, which she links back to her working-class roots. We delve into the topic of money mindset and the impact it can have on business growth and personal fulfilment. Julie underscores the importance of not letting one's financial situation define one's worth. She also discusses the potential pitfalls of following expert advice without considering one's unique circumstances and needs. This episode will encourage you to remember that you are priceless regardless of the amount in your bank account. Myself and Julie urge you to go back to basics when feeling overwhelmed and to identify and leverage your existing assets and resources.   Check out her new book here: https://amzn.eu/d/anBvR88   Follow her on social media

In this latest podcast episode, I had the pleasure of welcoming Agata Diu, the founder of My Money, My Honey. Her mission? To promote financial literacy among not just adults, but importantly, children too. Sharing her journey from a finance manager to establishing her own business, Agata divulges the unique insights she's gained along the way. Having moved to the UK in 2006, Agata faced a cultural shock that led her to delve deeply into the Western world of finance. This exploration sparked her desire to understand diverse cultural perceptions about money. Her passion has driven her to create a platform that encourages conversations about money in a straightforward, accessible manner. In our conversation, Agata shares valuable tips on how to initiate discussions about money with children. She emphasizes the importance of transforming money conversations into everyday chats, helping to demystify the subject and reduce financial anxiety for the future generation. However, before we can teach children about money, Agata points out that we, as adults, need to explore our money mindset. She urges parents to become aware of their financial habits, as children learn more by observing their parents' actions and attitudes towards money. Intriguingly, Agata suggests introducing the concept of investing to children as young as five years old. She uses relatable analogies, such as planting seeds and watching them grow, to explain the concept of investing and the growth of money. Agata also provides a glimpse into her new workbook, "Money Coach Your Kids". This handy guide is filled with activities and exercises designed to help parents talk about money with their children. From teaching the difference between assets and liabilities to distinguishing between needs and wants. Agata's workbook is a comprehensive guide for parents to navigate these essential conversations. To all parents, grandparents, and anyone interested in fostering financial literacy in the younger generation, this episode is a treasure trove of practical tips and insights. Don't miss out on this episode, take a listen now.  Connect with Agata here: https://www.mymoneymyhoney.co.uk/ https://www.instagram.com/mymoneymyhoney/ https://www.linkedin.com/company/my-money-my-honey/

This episode of the "Accelerate Your Wealth" podcast, features Kim Rain, a performance coach specializing in aiding entrepreneurs with Attention Deficit Hyperactivity Disorder (ADHD). Kim shares her personal journey with ADHD, including her late diagnosis, and her subsequent passion for empowering clients to overcome procrastination, eliminate overwhelm, and banish burnout. In the conversation, Kim dives into the challenges of managing money when dealing with ADHD. She sheds light on the issue of impulsivity and lack of long-term financial planning often observed in individuals with ADHD. She also highlights the importance of recognizing these traits and developing strategies to manage them effectively. The conversation further reveals the impact of ADHD on both personal and business life, particularly for women. Kim discusses the profound feelings of shame that can accompany ADHD, especially when individuals feel they are underachieving or struggling to keep pace with their peers. However, she also emphasizes the importance of self-acceptance and self-care in managing these feelings. Kim and I also discuss practical strategies for managing ADHD-related challenges, such as breaking down tasks into manageable steps, creating structured environments, and seeking accountability from others. Kim stresses the importance of seeing ADHD not as a label but as an explanation that can lead to greater understanding and more effective strategies for managing one's life and finances. Connect with Kim further here:  Kim works with clients 1-2-1 and via her group coaching programs.  Connect with Kim over at  https://kimrainecoaching.com/ Email - Kim@kimrainecoaching.com Get the book https://www.amazon.co.uk/dp/B0BD55WYJ1   On Socials at  ADHD Brains In Business Community over at https://www.facebook.com/groups/adhdbrainsinbusiness Follow me on Instagram https://www.instagram.com/entrepreneursADHDcoach/ Connect on Linkedin https://www.linkedin.com/in/kimraine/ Free stuff and latest programmes https://linktr.ee/Kimraine

In this episode, we are joined by Kate Usher, a menopause coach and gender equality consultant with over 20 years of experience in transformational IT projects in FTSE 100 organizations. We talk primarily about gender equality, career progression for women, and the effects of menopause on women's work-life balance. Kate shares her journey, which saw her transition from a global project manager in an FTSE 100 company to a menopause coach and gender equality consultant. She explains how her menopause experience forced her to shift her career focus and combine her corporate life with her menopause work. Providing valuable tips for women striving to succeed in the corporate world, Kate emphasizes the importance of relationships in one's success. She encourages women to invest time in creating, developing, and nurturing relationships. She also discusses the importance of networking and urges women to seek out industry networking events that fit their schedules. Kate highlights the importance of being open about ambition, encouraging women to discuss their ambitions with their managers and ask for guidance on achieving their goals more quickly. She also discusses the importance of mentoring and sponsorship in career progression, urging women to find potential mentors who are brilliant in their desired space. We also touch on the topic of menopause where Kate speaks about the anxieties and confidence issues women may face during perimenopause and menopause and how these can impact their work life. By stressing the need for organizations to support women going through these life stages, Kate shares how we should be recognizing women's value and contribution to the workplace. So if you are looking for practical advice for women navigating their careers, particularly those in the corporate world, highlighting the need for more open conversations about menopause and gender equality in the workplace this episode is one to listen to.  Be sure to connect with Kate further;  Twitter: https://twitter.com/2ndPhaseWomen Linkedin: https://www.linkedin.com/in/kateusher YouTube Kate Usher – Menopause Coach - https://www.youtube.com/@kateusher-themenopausecoach  Website: www.menopauseinbusiness.com  

In my latest podcast episode, I had the privilege of speaking with Thomas Mather, a renowned researcher specializing in financial decision-making tools and techniques. The conversation was a deep exploration of financial well-being, particularly focusing on the challenges faced by women in their 50s when making long-term decisions. Tom is an internationally experienced researcher who's currently leading initiatives at Aegon's Centre for Behavioural Research. Here, his team delves into identifying tools, techniques, rules-of-thumb, and other interventions to facilitate better long-term decisions, with a focus on both money and mindset. He's also the author of a book on Financial Well-being published in German, serving as a resource for the German-speaking community through www.10bausteine.de.      

If you've ever wondered about my approach to financial well-being, this episode is one to listen to as I will share with you how I guide my clients through the intricacies of their financial journey. Frequently, individuals turn to me during significant life events or milestones, such as inheriting wealth or selling a business, seeking clarity and support. So where and how do we begin? In our initial conversations, I begin on a journey of discovery aiming to understand their unique circumstances and needs deeply. I place great emphasis on providing holistic and independent advice, customizing my services to align with the specific needs of each individual. The spectrum of what I offer spans from one-off advice sessions to comprehensive financial planning, ensuring that your financial well-being is at the forefront. Listen to the full episode to learn more.   

Today's episode we welcome Katharine, an experienced consultant nurse specializing in women's health and menopause. Katharine brings her extensive knowledge and personal insights from her three-decade-long career. She's not only a nurse consultant but also the founder and director of Flux State Limited, a supportive platform helping women to comprehend their bodies, empower their minds, and confidently navigate through menopause. Tune in for a conversation that combines health, wealth, and wisdom! The central theme of the podcast today is the intersection of menopause, health, and financial security. The conversation starts with Katharine sharing her experience of menopause and her professional background in women's health. She highlights that she also had fertility treatment for her son due to an acute pain condition called endometriosis. She also shares her struggles with anxiety, insomnia, and a challenging work-life balance. The podcast then moves into a discussion of menopause and its impact on women's financial situations. Katharine asserts that menopause can be a threat to women's financial security if they are not adequately supported during this period. Katharine suggests that understanding and addressing these symptoms can help women continue to work and maintain their financial security and that hormone replacement therapy (HRT) and cognitive behavioral therapy (CBT) can benefit women who are unable to or do not wish to take HRT. We also cover the topic of diet, with Katharine recommending a healthy diet and regular movement or exercise to help manage menopausal symptoms and the importance of self-compassion and mindfulness during this period.   Be sure to connect with Katharine further.  Her organization Flux State Limited, offers a free community for women to share their experiences and seek advice. She also provides her services to workplaces, helping them to support their female employees through menopause.  https://www.fluxstate.co.uk/  Facebook Community   

Get ready for today's episode as I welcome on board Laurence Van Denwerm, an investment strategist at Timeline, a financial planning company. Hailing originally from the vibrant landscapes of South Africa, Laurence is here to spill the beans on the intricacies of financial planning, drawing from his rich reservoir of experience and expertise. The primary topic of the conversation is the role and function of a model portfolio discretionary fund manager, which Laurence explains, is to gather various ideas and information about different funds and form a portfolio to decide the best performing ones. The goal of his company, Timeline, is to help ten million people retire with confidence in the UK. They aim to achieve this through low-cost model portfolios, evidence-based investment approaches, and technology-driven planning tools. Laurence explains how Timeline uses historical market data to inform their investment strategies. He emphasizes the importance of staying invested in the market despite short-term volatility, stating that trying to time the market is often detrimental to long-term returns. He also highlights the importance of diversification in managing risk. Laurence & I  discuss the implications of a high inflation and interest rate environment, using historical data and past experiences. Laurence points out that such periods have been weathered before and are not unusual in the long term. He also explains the concept of quantitative easing, emphasizing that it's a tool used to stimulate economic growth without causing inflation. Towards the end of the discussion, Laurence distinguishes between investing and speculating. He advises listeners to invest in profit-making companies and stay disciplined. He underscores that investing is a long-term endeavor, and trying to exploit short-term value often leads to poor outcomes. Finally, we touch on personal matters, discussing our pets and sharing a few light-hearted moments, adding a personal touch to the overall financial discussion. Hope you enjoy and do reach out and connect further with Laurence using the links below  Laurentius van den Worm, CFA | LinkedIn Empowering Financial Advisers and Financial Planning Firms | Timeline  

In this episode of "Accelerate Your Wealth," I have guest speaker Jo Davison, a successful money and business mentor, speaker, and author. Jo shares her journey from being a chiropractor to creating the "She's a Money Boss" academy, a program used by women worldwide to improve their financial habits. She speaks about her past struggles, including being caught up in the pressures of running a business, being a mother, and navigating her financial challenges. Jo reflects on a life-altering health scare that forced her to rethink her priorities and approach to work and life. She shares her journey of self-discovery and transformation, learning about money management, and becoming the Chief Financial Officer of her business. Jo also discusses her passion for helping other women achieve financial independence and success on their terms. Jo and I delve into the importance of mindset in achieving financial goals, the significance of having a mentor, and the need for balance in life. Jo's inspiring story serves as a reminder that anyone can achieve success, regardless of their starting point, with dedication, hard work, and the right mindset. Connect with Jo :  You can find her at https://www.shes-a-money-boss.com/ where she has free tools to get you started on your money boss adventure.    Jo has an event on October 6th in London, UK ‘She's A Money Boss' Live for any female entrepreneur who wants to take control of their money and their life. Here is the link: https://shesamoneybosstraining.com/liveevent As you are part of my audience, use the code 20OFF and get 20% off tickets.  https://www.instagram.com/iamjo.davison/ https://www.facebook.com/ShesAMoneyBoss  

Jennie & I  dive deep into the world of life cover and insurance, demystifying these crucial financial safety nets and their impact on your financial future. We touch upon the importance of having the right kind of insurance policies, such as life cover, critical illness, income protection, and business insurance. With share our thoughts &  ideas on how to evaluate existing insurance policies, ensuring they align with your current needs. Plus, we highlight the importance of having open and honest conversations about insurance with your family. We also bring to light the significance of insurances such as executive income protection and key person insurance for business owners which you won't want to miss if you have a business!  Packed with engaging real-life examples, this episode really is more like a guide that will help you to understand insurance matters and make informed decisions to secure your financial future. Whether you're a homeowner, self-employed, or seeking to protect your family's financial future, this episode offers invaluable insights and tips.  For more information and personalized financial advice, visit www.evolutionfinancialplanning.co.uk my regulated financial advice website. Have any questions or feedback? Feel free to email me at rebecca@rebeccarobertson.com. I would love to hear from you!

Get ready to supercharge your sales game and change your approach to selling! In this episode, we dive deep into the world of authentic sales conversations with the incredible Catherine Watkin. Brace yourself for a lively and informative journey that will change the way you think about selling forever! Catherine, a true sales expert, unveils her secrets to success, emphasizing the importance of selling from the heart. No more pushy tactics or sleazy strategies – it's all about building genuine connections and creating meaningful relationships with your clients. Discover how to effectively communicate the value of your offers, address client concerns, and craft a compelling sales presentation that resonates with your audience. Catherine's insights will empower you to articulate why your work is important, leaving your clients with that magical "internal yes" moment. But that's not all! We also explore the exciting transition from one-to-one sales to a one-to-many model. Catherine shares how understanding your clients on a deeper level and having better conversations can pave the way for broader audiences and wider product offerings. Throughout the conversation, Catherine emphasizes the significance of aligning your business with your passion and values. Learn how to design a business that truly lights you up and feels fulfilling, while also ensuring it remains sustainable and successful. To top it all off, Catherine offers a sneak peek into her membership program, where she delves into core business principles and guides you on a path to creating a business you can truly fall in love with. So, whether you're a seasoned business owner or just starting out, this episode is a must-listen. Prepare to be inspired, empowered, and equipped with the tools and mindset needed to sell from the heart and achieve remarkable success! Tune in now and embark on this exhilarating journey of selling from the heart with Catherine. It's time to revolutionize your sales approach and embrace the power of authentic connections! Free Video Series – MAIN WEBSITE PAGE - Catherine Watkin: Selling from the Heart Guide – How to Create a Business You Can Fall In Love With - Catherine Watkin: Selling from the Heart  

Ready to dive headfirst into the art of planning for the last quarter of 2023? First things first, let's talk about the importance of planning. It's not just a mere task on our to-do list; it's a powerful tool for shaping our future. I'll be highlighting how our mindset and goals play a significant role in creating a roadmap to success. Oh, and I can't wait to share this incredible book I'm reading on manifesting and gratitude. Trust me, it's pure gold!  I'll also be talking about smart spending, revenue maximization, and the art of breaking down big goals into bite-sized actions. If you are feeling a bit overwhelmed with all these plans don't worry, as I will be discussing the value of staying organized and offering some insider insights on how to level up your planning skills. From practical techniques to staying focused, I've got you covered!  

On today's show, Rebecca Robertson welcomes her guest, Nicole Winer, a business strategist and coach. They discuss profitability in business and Nicole's background as an ex-global investment banker. Nicole shares her passion for helping others and creating a ripple effect of kindness in society. She also talks about the challenges she faced in her own business and emphasizes the importance of understanding one's numbers and return on investment (ROI). They explore how ROI goes beyond monetary gains to include clarity of thought, energy levels, and overall well-being. The conversation highlights the struggle to define value in terms of ROI but underscores the significance of making sales and generating profit for sustainable business growth. Please connect with Nicole via the links below

Rebecca Robertson engages in an insightful conversation with guest Jennie, an expert in will writing and estate planning. They delve into the intricacies of wills, trusts, and the importance of thorough estate planning. Throughout the discussion, they touch on various key points that shed light on the significance of these legal documents and the potential challenges that can arise. From the role of professional organizations like the Society of Real Writers and the importance of continuing professional development (CPD) in the field. They highlight how being part of such networks allows individuals to share cases and seek advice on optimal strategies for specific scenarios. Careful consideration when it comes to trust work, as it involves intricate legalities. They discuss the complexities involved and caution against hasty decisions without expert guidance. Trusts can be beneficial for individuals with large estates, but it is crucial to approach them with caution and seek professional advice. Guardianship and funeral wishes emerge as two critical aspects of estate planning. The conversation touches upon the significance of designating guardians for children in a will, ensuring their well-being and future. They also stress the importance of clearly expressing funeral wishes to avoid family disputes and provide guidance for the executor. Jennie highlights the value of creating a letter of wishes, a document that offers additional guidance to the executor and trusted individuals involved in executing the will. This document helps convey personal preferences and provides clarity on various aspects of the distribution of assets and execution of wishes. Whether you are seeking guidance on guardianship, funeral wishes, or understanding the intricacies of trust work, this episode provides a wealth of information that will help you navigate the process with confidence and make informed decisions for the future.

Today we are joined by guest Jenny Wright from the Money and Pension Service and we discuss the importance of breaking down taboos and stigma around discussing finances.  The organization provides impartial guidance and information to help people make informed decisions, offering a toolkit for schools and parenting resources to help educate young people about money. Jenny shares a personal story about her own financial struggles and emphasizes the importance of seeking help. The Money and Pension Service offers peer-to-peer support and resources to help people make a start toward their financial goals. Plus we cover the difference between guidance and advice and the Money Guider framework for people to work through on their journey towards seeking advice. So if you are looking at improving your financial wellbeing this podcast is a must listen.  

This episode focuses on tax management and financial empowerment. Hetty and I share our insights on common tax problems, strategies for tracking expenses and maximizing deductions delving into the mindset around money, and offering tips for setting achievable financial goals.   To begin with we kick off by discussing the importance of tracking expenses and separating business and personal finances, sharing practical tips for managing expenses, including using accounting software and hiring a financial advisor.    Shifting the conversation toward taxes and discussing the common problems that business owners face regarding taxes, we share the importance of staying organized and keeping accurate records of all financial transactions.   We also share out thoughts on the role of mindset in financial success and the benefits of having a positive mindset when setting achievable financial goals and how financial freedom can be achieved through good financial planning. This episode is definitely packed with valuable insights and advice for business owners looking to take control of their finances and achieve long-term financial success. So be sure to tune in and listen.   

Today I am joined by Jennie Delelis as we discuss the current state of the mortgage market. Our conversation centers on the practical aspects of obtaining a mortgage, including the documentation and information that clients need to provide, the challenges faced by clients seeking a mortgage in today's market, and the role of brokers in helping clients navigate the process. Throughout the conversation, we highlight the importance of being prepared and organized when seeking a mortgage. The types of documents that lenders typically require, including payslips, bank statements, and tax returns, and emphasize the need to plan ahead and provide this information in a timely manner. We also touch on some of the challenges faced by clients in today's market, such as the impact of COVID-19 on lending criteria and the difficulty of securing a mortgage in certain areas. Tune in and listen for practical insights into the process of obtaining a mortgage, as well as an overview of the current state of the mortgage market. Whether you're a first-time buyer or a seasoned property investor, there's something in this podcast episode for everyone. Below you can find some useful links for more information from our conversation today. MoneyHelper https://www.moneyhelper.org.uk/en Cost of living information https://www.moneyhelper.org.uk/en/money-troubles/cost-of-living Debt Advice Locator Tool https://www.moneyhelper.org.uk/en/money-troubles/dealing-with-debt/debt-advice-locator for free, regulated debt advice Pension Guidance https://www.moneyhelper.org.uk/en/pensions-and-retirement Money Guider Framework https://moneyandpensionsservice.org.uk/money-guiders/ Some of the financial education stuff that we talked about https://moneyandpensionsservice.org.uk/financial-education-in-schools/  

Join me as I discuss the importance of ‘knowing your numbers in business'. Perhaps you may have heard this saying, and often, but I really want to stress the need for businesses to focus on metrics that matter, rather than getting caught up in vanity metrics like social media rankings and downloads. Knowing the numbers offers insights into how businesses can streamline their processes and delegate tasks to improve their profitability. That is why I wanted to share with you my own experience with running a business, offering tips on what metrics to track and how to make the most of them.  So jump in and have a listen and I just know that by the end of it, you will gain a better understanding of the metrics that matter in business and how to use them to make your business more profitable.  

Financial planning is important but not all financial planners are qualified, making it important to find a regulated advisor. The planning process is crucial in making sure that you know where you're going, how much you need, and what tools you need to achieve your financial goals. The three main reasons why everyone needs financial planning are accountability, decision-making, and reducing worry. It is important to have a clear picture of what you want your life to look like, and this can be done by working with a qualified advisor who can provide guidance, advice, and support. Listen to this podcast to find out more.

In this episode, I am joined by Star Monroe who was previously featured on our podcast last year you can check out the episode here - https://rebeccarobertson.co.uk/ep78-female-financial-independence-series-coming-back-to-me/ Today we dive into a conversation about personal growth, self-awareness, and business success. Exploring different topics such as self-trust, intuition, decision-making, productivity, writing, creativity, online business, marketing, manifestation, boundaries & worthiness. We don't hold back in this episode and it's full of practical tips and insights if you are looking to improve yourself and your businesses.  

In this episode I will be sharing with you updates from a recent conference I was at. Plus I will be exploring with you the intriguing world of pensions and ISAs, where you can discover which investment options align best with your financial goals. While pensions are traditionally seen as long-term investments for retirement, ISAs offer shorter-term benefits with tax advantages.  Deciding between ISAs and pensions depends on factors such as available funds, monthly surplus, tax positions, retirement age, and inheritance tax planning. Combining both investment vehicles can be an effective strategy, especially when maximizing tax benefits and ensuring a comfortable retirement. It's crucial to evaluate your pension contributions, consider long-term financial goals, and seek professional advice to make informed decisions about your financial future.

In this podcast episode, I talk about reducing risk when investing. that men are typically more accepting of risk and more likely to invest than women. Providing you with real examples of women who have inherited or earned a significant amount of money but lack the knowledge of investing. I explain that as a financial advisor, my role is to assess clients' risk profiles and suggests ways of reducing risks. I also dive into the volatility of savings interest rates and how it affects investors' returns, advising you on how to fix savings rates for money that may be needed in the next year or two, as I predict that the bank base rate will decrease in the next 12 months due to the expected reduction of inflation.

In this podcast episode, I share how I had to take a break from the podcast due to massive overwhelm. I understand how overwhelming it can be when you are in that state and how sometimes you have to shift things back, take things off your plate, and let things sit. Since I paused the podcast I wanted to share what had been happening, including some big decisions I've made about the business. During this time I learned more about my value and what was creating my future wealth, which allowed me to think about my long-term strategy as a business owner. Giving notice to my existing network and moving to a new network that has a different language, way of working, and support system that is more focused on delivering an outcome for the client. I am excited about this shift, and since making the decision, I now feel like I'm back on the right path.   

It's about time, not timing when it comes to investing. There is a common misconception that when it comes to investing that it's all about trying to time the market. Having to predict the future so you can buy when prices are low, sell when they are high, and make a return on your investments. But the thing is, no one can predict the markets and what they are going to do.  As a Financial Advisor who is all about stability, security & long-term planning. Advising people when they should invest is always a tricky subject because no one's got a crystal ball. We don't know what is around the corner. Tune in to this episode of my podcast - Is now a good time to invest? Where I'll be talking in more detail about how you can make the ride of investing a little less bumpy by ‘not putting your eggs in one basket.'  You can head over to our sponsor for regulated advice - Evolution Financial Planning - https://evolutionfinancialplanning.co.uk/ Or head over to my website - https://rebeccarobertson.co.uk/  for lifestyle financial planning and cash flow forecasting sessions. You can find more out here - https://rebeccarobertson.co.uk/lifestyle-financial-planning/ 

A recession is a significant decline in economic activity across a wide range of sectors and industries. Right now as I recorded this episode the UK is not currently in a recession. It's not been forecasted by the Bank of England, but there is a lot of talk about it is likely based on what is going on with consumers. A recession usually lasts for a prolonged period, typically six months or more.  They can have a significant impact on our lives, both financially and emotionally and during a recession, it is important to be proactive and take steps to protect your finances.  Here are six things you can do in a recession:  1- Build up your emergency fund to cover at least three months of essential outgoings. Make a budget and stick to it.      2- If you have debt, consider consolidating your debts into one lower-interest loan 3- Review your investment portfolio and consider selling any non-essential assets. 4- Look at your mortgage 5- Check your insurance to make sure you are adequately covered against things like sickness, unemployment, and accidents. 6- Review your pension and make sure you are on track to meet your retirement goals Listen to find out more.  You can also head over to our sponsor Evolution Financial Planning for regulated advice - https://evolutionfinancialplanning.co.uk/    

It's one of the big questions that comes up quite a lot. Clients that I've talked to have lots of different pensions all over the place, they've often forgotten, then they don't know where they are, how much is in them, let alone what their fees are, what their charges are, what they're invested in what the risk profile is, or how much they actually could retire on. It's the ultimate question so listen to the full episode to find out more.  If you are looking to have a general spruce up of your finances, go to https://evolutionfinancialplanning.co.uk/financial-well-being-quiz/ you'll find something called a financial well-being assessment. This is where we ask you around 10 questions about your finances then send you an assessment summary via email of where you're at and what you could start to prioritise.    

In today's session I'll be talking to Skye Barbour who is a business and leadership strategist. She has played a vital part in helping ambitious entrepreneurs build multi-seven figure businesses by having their workflows while doubling their profits. We're talking about how you shift from sole trader on your own, to having a team and how to manage that team ongoing into how to pivot being on your own to having your dream team. Sky Barbour has helped clients reach Full Freedom by scaling quickly with less stress and more time to do what they love, through her CEO Behavioral Blindspots method she quickly sees the people-dynamics required to build your Dream Team. So if you want to stay connected with her, just visit her links below: Free quiz: http://skyebarbour.com/quiz/ Instagram: @skye_barbour https://www.instagram.com/skye_barbour/ Free Facebook Group for Business Owners: https://www.facebook.com/groups/leadwithskye Website: https://skyebarbour.com/  

In the final week of our Financial Detox, we will be looking at the more holistic view of your financial situation. Take the Financial Well-being Assessment quiz here: https://evolutionfinancialplanning.co.uk/financial-well-being-quiz Feel free to join my Facebook Community and you will find inside all replays from the previous weeks of our 4-week Financial Detox. You can also head over to watch the podcast on my YouTube Channel here - https://www.youtube.com/user/evogirl007  I would like to encourage you to come and please leave a review of my podcast. We are doing a monthly draw for everyone who leaves a review. Get the chance to win a copy of my book and my wealth planner which is available on Amazon. All you have to do is leave a review, take a screenshot and email me a copy at rebecca@rebeccarobertson.co.uk 

This week is about looking at the bigger picture. For a lot of people at the moment, it might just be a case of living from week to week and getting by, trying to pay the bills and put food on the table but there is also a need to consider planning for the future goals. We want to put some money aside for our future goals and general expenses.    Feel free to join my Facebook Community and watch out for the final week of our financial Detox. You will also find inside all replays from the previous weeks of our 4-week Financial Detox.   Again, I encourage you to come and please leave a review of my podcast. We are doing a monthly draw for everyone who leaves a review. Get the chance to win a copy of my book and my wealth planner which is available on Amazon. All you have to do is leave a review, take a screenshot and email me a copy at rebecca@rebeccarobertson.co.uk  If interested with my 10 Ways to Accelerate your Wealth book, you can visit here and get your copy.

In Week 2, I will share more about budgeting and fixed outgoings which I call essential outgoings. Knowing what your outgoings are helps you to understand what you can pay yourself.  So if you haven't got a spreadsheet and you want a budget planner, just email me “budget planner, please” at rebecca@rebeccarobertson.co.uk.   Want to come and join us for week 3 of our Financial Detox? Join our community Money Mastery Collective https://www.facebook.com/groups/womensmoneymastery Check out my books on Amazon: 10 Ways to Accelerate Your Wealth: https://www.amazon.co.uk/Ten-Ways-Accelerate-Your-Wealth/dp/B09GJGH272 Wealth Accelerator Planner: https://www.amazon.co.uk/Wealth-Accelerator-Planner-accelerate-financially/dp/B08YHZV9Z2

Financial Detox Week 1, I will discuss our money mindset and how we can pick up on how things are affecting us. I will talk about some psychology and the things that I do around to keep my mindset healthy. And I will talk about needs, wants and purpose, and how we can start to look up a few tools to help us get into a rhythm.   If you're ready for the Financial detox, give me a #upforit in the comments and reviews. And if you have not joined our private FB Group where Financial Detox is happening at, make sure you send your request to join here:  https://www.facebook.com/groups/womensmoneymastery   You can leave a review if you're enjoying the show. We are doing a monthly draw for everyone who leaves a review. Get the chance to win a copy of my book and my wealth planner which is available on Amazon. All you have to do is leave a review, take a screenshot and email me a copy at rebecca@rebeccarobertson.co.uk    We'll be in touch if you are our lucky winner!

Be more careful in managing your finances. Look at what it looks like when you start investing, and when you start putting that money aside, you start to get a feel for it. When you can start to understand how much you need to put aside to retire to have a better lifestyle, you then start to adjust how you're spending and you start to prioritize your money monthly on a different basis. Listen to the full podcast here: https://rebeccarobertson.co.uk/podcast/ Checkout My VIP Rewards here: https://myviprewards.co.uk/subscribe/ You can follow Maddy here: Facebook: https://www.facebook.com/maddy.comrie Tiktok: https://www.tiktok.com/@maddyaboutmoney Instagram: https://www.instagram.com/maddyaboutmoney/ My VIP Rewards Facebook Page: https://www.facebook.com/myviprewards/ If you're enjoying the show then please leave a review. We are doing a monthly draw for everyone who leaves a review. Get the chance to win a copy of my book and my wealth planner which is available on Amazon. All you have to do is leave a review, take a screenshot and email me a copy at rebecca@rebeccarobertson.co.uk then you will enter yourself into the draw.

In September, I will be celebrating my 11 years anniversary of being in the business. And in today's episode, I talked about what I would do if I could start over. I shared ​what I've learned, where I've got and how I've got to be where I am today. If you want to join my Alliance Collective Taster Day on 1st September where I will be discussing how I run the Alliance Collective, a women's networking group, what we do, how we do it and who it is for. Sign up below to secure your seat. https://wealthstrategist.kartra.com/page/alliance-collective-taster-day To see more about Alliance Collective, visit this link https://wealthstrategist.kartra.com/page/alliancecollective If you're enjoying the show then please leave a review. With that said, starting 1st of September, we will be doing a monthly draw for everyone who leaves a review. Get the chance to win a copy of my book and my wealth planner which is available on Amazon. All you have to do is leave a review, take a screenshot and email me a copy at rebecca@rebeccarobertson.co.uk then you will enter yourself into the draw.

In this episode today, we are going to talk about how you create the right network for you and your business. I will also give you some of my book recommendations and a bit about my local network group called Alliance Collective.   If you're interested to know more about Alliance Collective, you can check out and book a free 10 minute call if this membership is the right fit for you. https://wealthstrategist.kartra.com/page/alliancecollective

I talked about the cost of living crisis because I believe that it's important to pass information on to other people. So even if you think the cost of living is not affecting you now, you might be worried about it in the future. I shared some few basic tips and strategies for you to get by considering the challenge brought about today's cost of living,   Websites you can visit for help: Debt advice: www.stepchange.org/ Government backed website which is linked to pension wise: www.moneyhelper.org.uk/ Support for families to avoid going into homelessness: www.crisis.org.uk/   Listen to the full podcast here: http://rebeccarobertson.co.uk/podcast/ Youtube : https://www.youtube.com/user/evogirl007 Itunes: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147 Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr

Today, we are having a special episode because it is my birthday week. And it's actually the podcast's second anniversary. So, since it is my birthday week, I've been offering my book 10 ways to accelerate your wealth for free with just postage and packaging, which is £4.50 for a few days now. And it will be offered free until 5th of August. Plus! Get the chance to  win your free copy of my Amazon best-seller, Wealth Accelerator Planner. All you have to do is to leave a review of my podcast, and then email me to tell me you've done it.    For the chance to win the free planner, send your entries here: rebecca@rebeccarobertson.co.uk Sign up here to get the free book: https://wealthstrategist.kartra.com/page/tenwaystoaccelerateyourwealthfreebook