WealthTalk - money, wealth and personal finance.

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Key Topics Covered:

1. Trading as a Wealth-Building Skill

Why trading should be viewed as a skill rather than a shortcut to wealth.
How education and consistency lay the foundations for long-term success.

2. Trading vs Investing

Understanding the difference between trading and traditional buy-and-hold investing.
Why both approaches can play complementary roles in a wealth-building strategy.

3. Managing Risk Before Chasing Returns

How disciplined risk management helps protect trading capital.
Why successful traders focus on controlling losses as much as generating profits.

4. Building Confidence Through Process

How following a proven trading strategy removes emotion from decision-making.
Why consistency often delivers better results than trying to predict the market.

5. Trading in Just 30 Minutes a Day

How swing trading can fit around a busy lifestyle.
Why effective trading isn't about constantly watching the markets.

6. The Importance of Trading Psychology

Why emotional control, patience and discipline are essential for long-term success.
How mindset influences every trading decision.

7. Using Trading to Accelerate Wealth Building

How trading can generate capital that can be reinvested into other assets.
Why diversification remains a key principle of building lasting wealth.

8. Passing on Financial Skills to the Next Generation

Why teaching financial skills can be just as valuable as passing on financial assets.
How developing knowledge today can create opportunities for future generations.

Actionable Takeaways:

Treat trading as a skill that requires education, practice and discipline.
Focus on managing risk before thinking about potential returns.
Develop a structured trading process and stick to it consistently.
Avoid emotional decision-making by following proven rules and strategies.
Consider how trading could complement your broader wealth-building plan alongside property, business and pensions.
Invest in financial education that helps you build confidence before committing significant capital.
Remember that long-term wealth is built through consistency, not speculation.

Successful trading isn't about chasing quick wins. It's about following a proven process, controlling your emotions, managing risk, and using those skills to build wealth that lasts.

Resources:

WealthBuilders - Build, protect and transfer your wealth
STARTrading - Trade safe. Invest smart. Grow together.
The STARTrading Podcast
Lewis Crompton's Instagram
WealthBuilders Membership: Free access to guides, webinars, and community

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
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Why Retirement Planning Is More Complex Than Ever* Why retirement is no longer simply about accessing your pension.
How today's retirees must balance income needs, tax efficiency and long-term financial security.
Annuities vs Drawdown – Understanding Your Options* What annuities are and why they're becoming attractive again.
How combining guaranteed income with flexible drawdown can create a more resilient retirement strategy.
Why today's annuity options offer greater flexibility than many people realise.
Building a Sustainable Retirement Income* Why creating reliable income throughout retirement requires careful planning.
How cash flow modelling helps prepare for inflation, market downturns and changing income needs.
Why having different "buckets" of money can reduce investment risk during retirement.
The 2027 Pension Inheritance Tax Changes* What the upcoming inheritance tax changes could mean for pension holders.
Why pensions are no longer simply a retirement planning tool—they're becoming an inheritance tax planning consideration.
How planning early can help minimise unnecessary tax liabilities.
Reducing Inheritance Tax Efficiently* How trusts can help transfer wealth more tax efficiently.
Why gifting strategies remain an important part of estate planning.
How turning pension capital into guaranteed income can remove assets from your taxable estate.
Protecting Your Family and Your Legacy* Why inheritance tax planning is about more than reducing tax.
How life assurance can provide liquidity so loved ones aren't forced to sell assets.
The difference between whole-of-life cover and long-term life insurance strategies.
Financial Planning for Business Owners* How Relevant Life Policies allow business owners to provide life cover tax efficiently.
Why many business owners overlook valuable tax-saving opportunities.
How structuring protection correctly can reduce both personal and business tax costs.

Actionable Takeaways* Review your retirement plan to ensure it balances flexibility with guaranteed income. * Understand how the April 2027 inheritance tax changes may affect your pension. * Consider whether your retirement income strategy is tax efficient. * Review your estate plan and explore whether trusts or gifting could reduce future inheritance tax. * If you're a business owner, check whether you're making the most of Relevant Life Policies. * Work with an independent financial adviser to understand all of your retirement and inheritance planning options before making irreversible decisions. * Remember that successful retirement planning isn't just about building wealth—it's about protecting it for yourself and future generations.

Resources:

WealthBuilders Membership – Free access to guides, webinars and community
Download our FREE Pensions & Inheritance Tax Guide
Connect with Andrew Cooper (Kingswood Law IFA) on LinkedIn

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
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1. Why Cash Isn’t Always Safe

Why holding too much cash can quietly reduce purchasing power over time.
How inflation can become one of the biggest threats to long-term wealth.

2. Finding the Right Balance Between Liquidity and Growth

How much cash investors should realistically hold in a portfolio.
Why balancing liquidity with long-term growth is essential for financial resilience.

3. Alternative Ways to Protect Capital

Understanding money market funds and their role in wealth preservation.
How these can offer flexibility, liquidity and attractive returns compared to traditional cash holdings.

4. The Role of Gilts in a Balanced Portfolio

Why government bonds still play an important role in portfolio protection.
How gilts can help provide stability during periods of market volatility.

5. Why Diversification Matters More Than Ever

How spreading wealth across multiple asset classes reduces risk.
Why diversification remains one of the most effective strategies in uncertain markets.

6. Building Your Portfolio the Right Way

Why most investors build portfolios in the wrong order.
The importance of creating strong foundations before pursuing higher-risk opportunities.

7. Understanding the GPI Framework and Taking Control of Your Wealth

How Growth, Protection and Income work together in a well-structured portfolio.
Why balancing all three creates a more resilient long-term strategy.
How understanding fees, income strategies like options, and financial education can help you take greater control of your wealth and pass it on effectively to the next generation.

Actionable Takeaways:

Review how much cash you’re currently holding and whether it’s working hard enough for you
Assess whether your portfolio is truly diversified across multiple asset classes
Audit all investment-related fees across pensions, platforms and fund managers
Build your portfolio from the ground up—start with strong foundations before adding speculative investments
Focus on balancing growth, protection and income in your overall strategy
Explore ways to create additional income streams from existing assets
Start involving your family in wealth conversations to build long-term financial confidence and capability

Building wealth isn’t about chasing the next big opportunity. It’s about creating a clear strategy, staying disciplined, and making intentional decisions that serve both your present and your future.

Resources:

WealthBuilders - Build, protect and transfer your wealth
Invest Like A Pro - Invest with clarity: Growth, diversification and income
Invest Like A Pro Podcast
WealthBuilders Membership: Free access to guides, webinars, and community
Download our FREE Pensions and Inheritance Tax Guide

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
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If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Key Topics Covered:

1. From Employment to Financial Independence

James shares his transition from project management into full-time property investing.
How property income eventually replaced employment income.

2. The Impact of Taking Action

Why waiting for perfect conditions can delay progress.
The importance of getting started and learning through experience.

3. Building a Foundation with Buy-to-Let Property

Starting with single-let properties to gain experience.
Using smaller investments as stepping stones to larger opportunities.

4. Why Blocks of Flats Can Accelerate Growth

The advantages of buying multiple units in one transaction.
Improving cash flow while reducing some of the challenges of HMOs.

5. Understanding Title Splitting

What title splitting is and how it works.
Creating additional value by converting a block into individual leasehold flats.Expect unexpected challenges like project delays or market shifts.

6. Using Leverage More Effectively

How title splitting can reduce the capital required for acquisitions.
Accessing larger opportunities that may otherwise seem out of reach.

7. Building the Right Professional Team

The role of brokers, solicitors, and accountants in complex property strategies.
Why specialist expertise is critical for successful implementation.

8. Creating Wealth Through Strategic Property Investing

Using property to generate predictable income and long-term financial security.
Building a portfolio designed to create freedom and flexibility.

Actionable Takeaways

Start investing before you feel completely ready, as experience is often gained through action rather than preparation alone.
Use smaller property investments as a foundation for learning before progressing to more advanced strategies.
Explore opportunities where value can be created rather than relying solely on market growth.
Consider whether larger multi-unit properties could accelerate your investment goals compared to acquiring individual properties one at a time.
Build a trusted team of specialists, including brokers, solicitors, and accountants, before pursuing complex property transactions.
Focus on strategies that improve cash flow as well as capital growth.
Review your portfolio regularly to identify opportunities for restructuring or creating additional value.
Think strategically about how property can support long-term financial independence rather than simply generating short-term returns.

Resources & Next Steps

WealthBuilders Membership: Free access to guides, webinars, and community
The Title Split Consultant - Helping you accelerate your property portfolio

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
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If you have been enjoying listening to WealthTalk -Please Leave Us A Review!

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Key Topics Covered:

1. Defining True Wealth

Wealth is about creating predictable income and financial security.
The goal is freedom, experiences, and a low-stress lifestyle.

2. From Corporate Career to Property Entrepreneur

Transitioning from employment to financial independence through property.
Recognising when a traditional career path no longer aligns with personal goals.

3. The Impact of Rich Dad Poor Dad

How financial education can change perspectives on wealth building.
The importance of developing an investor mindset.

4. Learning Through Failure

Early mistakes in serviced accommodation created valuable lessons.
Setbacks can become turning points for future success.

5. The Demand-Led Investment Approach

Find the demand before choosing the property.
Reverse-engineering investments around proven market needs.

6. Understanding Serviced Accommodation

The opportunities and risks of short-term rental strategies.
Why demand is critical for long-term profitability.

7. Building Multiple Income Streams

Combining trading, investment, and coaching businesses.
Creating diversified sources of recurring income.

8. Wealth, Family, and Lifestyle

Using wealth as a tool to create time, experiences, and flexibility.
Balancing financial success with family, health, and personal fulfilment.

Actionable Takeaways

Focus on building assets that generate predictable, recurring income rather than chasing quick wins.
Identify genuine market demand before investing in a property or launching a new venture.
Treat mistakes as learning opportunities and use them to improve future decision-making.
Invest in your financial education to develop a stronger wealth-building mindset.
Build multiple income streams to reduce risk and increase financial resilience.
Align your wealth-building activities with your personal values, family goals, and desired lifestyle.
Review your current investments and ask whether they are driven by demand or by assumptions.
Prioritise long-term consistency over short-term excitement when creating wealth.

Resources & Next Steps

WealthBuilders Membership: Free access to guides, webinars, and community
Download our FREE Pensions and Inheritance Tax Guide
Devenir Plus - Become more in every area of your life

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
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Key Topics Covered:

1. Helping Renters Become Homeowners

Creating structured pathways from renting to ownership.
Allowing tenants to move into properties while preparing financially for a mortgage.

2. The Challenges Facing First-Time Buyers

Mortgage approval criteria often prevent capable renters from buying.
Many renters already pay amounts comparable to mortgage repayments.

3. A Roadmap to Mortgage Readiness

Building a step-by-step plan to improve financial positioning over time.
Helping buyers understand deposits, affordability, and lender requirements.

4. Landlords Exiting the Market

Increasing regulation, taxation, and compliance pressures are driving many landlords to sell.
The changing environment has reduced profitability and increased risk.

5. Impact of Renters’ Rights Legislation

New rules are reshaping the landlord and rental landscape.
Landlords are becoming more cautious about remaining in the sector.

6. Creative Property Solutions

Exploring alternatives beyond the traditional buy-to-let and purchase models.
Creating win-win opportunities for both tenants and landlords.

7. Long-Term Financial Planning

Using property as part of a wider strategy for financial security and stability.
Focusing on gradual progress rather than immediate results.

8. Making Homeownership More Accessible

Providing education and support to help more people navigate the property market.
Breaking down barriers that stop renters from progressing financially.

Actionable Takeaways

Consider mentoring or sharing your knowledge to help others start their own wealth-building journey while reinforcing your learning.
Create a clear financial roadmap if you plan to buy a property in the future, focusing on affordability, deposits, and mortgage readiness.
Review your spending and savings habits to improve your long-term mortgage position.
Explore alternative pathways to homeownership rather than relying solely on traditional purchasing methods.
If you are a landlord, assess how changing regulations and market conditions affect your long-term strategy.
Consider flexible exit strategies that can benefit both landlords and future homeowners.
Focus on steady financial progress instead of waiting until everything feels perfect before taking action.
Build your financial knowledge around mortgages, lending criteria, and property ownership to make more informed decisions.
Think long term when approaching property, using it as part of a wider plan for stability and wealth building.

Resources & Next Steps

WealthBuilders Membership: Free access to guides, webinars, and community
Download our FREE Pensions and Inheritance Tax Guide
BeHomed - A proven path to homeownership

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk -Please Leave Us A Review!

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Key Topics Covered:

1. New Pension Tax Rules (2027 Changes)

The government’s ability to tax pensions on death marks a major shift.
Impacts long-term retirement and legacy planning strategies.

2. Understanding the Finance Act Changes

The move from proposal to law and what it means in practice.
Why this change is significant compared to previous pension rules.

3. Risks of Traditional Pension Planning

Relying solely on pensions may no longer be as efficient.
Potential erosion of wealth intended for future generations.

4. Taking Back Control of Retirement Planning

The importance of being proactive rather than reactive.
Exploring alternative strategies to maintain control over assets.

5. Role of SSAS in Wealth Planning

Using Small Self-Administered Schemes for flexibility and control.
How SSAS can support more strategic wealth management decisions.

6. The “7 C's” Framework

A new way to think about retirement planning in changing conditions.
Adapting strategies to navigate uncertainty and complexity.

7. Protecting and Transferring Wealth

Planning not just for accumulation, but for efficient transfer.
Ensuring wealth reaches the next generation as intended.

8. Adapting to Regulatory Change

Why staying informed and flexible is essential.
Turning policy changes into opportunities for better planning.

Actionable Takeaways

Review your current pension strategy in light of the 2027 rule changes and assess potential tax implications on death.
Avoid relying solely on traditional pension structures—consider diversifying how your wealth is held and managed.
Explore options like SSAS to gain greater control and flexibility over your retirement funds.
Take a proactive approach to retirement planning rather than waiting for changes to take effect.
Develop a clear strategy for how your wealth will be transferred to the next generation.
Stay informed on legislative changes and adjust your plans accordingly to protect your assets.
Use frameworks or structured thinking (like the “seven seas”) to simplify complex financial decisions.
Seek guidance where needed to ensure your long-term wealth strategy remains effective and aligned with your goals.

Resources & Next Steps

WealthBuilders Membership: Free access to guides, webinars, and community
Download our FREE Pensions and Inheritance Tax Guide

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk -Please Leave Us A Review!

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Key Topics Covered:

1. Discovering Purpose Over Time

Purpose is often revealed through experience, not defined at the start.
Clarity develops by taking action, reflection, and learning along the way.

2. Wealth Beyond Numbers

Financial success is only one part of the picture.
True wealth includes meaning, fulfilment, and direction aligned with your values.

3. Integrity and Doing the Right Thing

Act with integrity even without recognition.
Consistent ethical decisions build trust and long-term impact.

4. Kindness and Responsibility

Wealth brings responsibility in how others are treated.
Use success as a platform to positively influence and support others.

5. Building a Lasting Legacy

Legacy goes beyond financial assets.
Prepare future generations through shared values, communication, and involvement.

6. Communication Across Generations

Open conversations help align expectations and responsibilities.
Clarity today prevents confusion and conflict in the future.

7. Balancing Ambition with Stewardship

Pursue growth while managing resources responsibly.
Focus on long-term impact rather than short-term gain.

8. Using Wealth as a Tool for Impact

Shift from accumulation to contribution.
Use wealth intentionally to create meaningful, lasting change.

Actionable Takeaways

Take action even if your purpose isn’t fully clear yet—clarity is built through experience, not waiting.
Align your financial decisions with your personal values so that wealth supports a meaningful direction, not just accumulation.
Practise integrity in small, everyday decisions, especially when there is no external recognition.
Be intentional about kindness and responsibility, using your resources and influence to positively impact others.
Start conversations early with family about values, responsibility, and stewardship to build a stronger long-term legacy.
Regularly reflect on your decisions and experiences to refine your direction and improve judgement.
Balance ambition with stewardship by managing what you already have wisely while continuing to grow.
Shift your focus from simply building wealth to using it as a tool for creating lasting impact and purpose.

Resources & Next Steps

WealthBuilders Membership: Free access to guides, webinars, and community
Download our FREE Pensions and Inheritance Tax Guide

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

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Key Topics Covered:

1. Starting Small and Building a Property Portfolio

Begin with a simple, manageable property to understand buying, renovation, and mortgage processes.
Treat the first property as a learning experience rather than a profit generator.
Track timelines and costs to prepare for smoother future investments.

2. Generating Capital to Grow

Use refinance strategically to fund the next property purchase.
Ensure cash flow covers ongoing costs while leaving a surplus for future investments.
Factor renovation costs and potential delays into growth calculations.

3. Building the Right Team

Find local, trustworthy partners who can manage properties effectively.
Diversify teams to reduce reliance on a single person or company.
Maintain accountability through regular communication and performance checks.

4. Short-Term vs Long-Term Rental Strategies

Balance steady long-term rental income with high-yield short-term rentals.
Understand local demand for short-term accommodation, such as contractor or holiday markets.
Plan for off-peak periods to avoid income gaps.

5. Learning Through Setbacks

Expect unexpected challenges like project delays or market shifts.
Flexibility and creative problem-solving are key to overcoming obstacles.
A supportive, aligned team helps maintain momentum during setbacks.

6. Confidence and Taking Action

Build confidence by starting and learning as you go rather than waiting to know everything.
Small incremental steps accumulate into meaningful progress.
Celebrate achievements along the way to reinforce motivation and learning.

7. Lifestyle-Driven Wealth

Define what freedoms are most important: location, time, control, and creativity.
Use wealth creation to gain flexibility in lifestyle and work-life balance.
Focus on aligning business activities with personal goals and values.

8. Applying UK Lessons in Portugal

Adapt previous investment strategies to a new market and regulatory environment.
Focus on emerging opportunities, such as converting commercial properties into residential units.
Build local knowledge through relationships and hands-on market research.

9. Mindset, Coaching, and Support

Stay resilient by keeping long-term goals in mind during challenges.
Use a coach or mentor to maintain focus, celebrate wins, and reinforce learning.
Regular reflection helps refine strategies and decision-making processes.

10. Giving Back and Supporting Others

Share experiences to guide others starting their wealth-building journey.
Provide mentorship and encouragement for practical, actionable steps.
Inspire confidence in others by showing that wealth creation is achievable.

Actionable Takeaways

Start small with your first property to learn the process of buying, renovating, and refinancing before scaling up.
Build a trusted local team and diversify your partners to manage properties effectively and reduce risk.
Balance short-term and long-term rental strategies, factoring in seasonal fluctuations and local demand.
Take action even if you don’t feel fully confident; learning through doing builds both experience and confidence.
Use setbacks as opportunities to refine your processes, improve flexibility, and strengthen your team.
Define what lifestyle freedoms matter most to you—time, location, control, creativity—and align your investments to support them.
Explore new markets carefully, adapting previous lessons to local regulations, opportunities, and culture.
Consider mentoring or sharing your knowledge to help others start their own wealth-building journey while reinforcing your learning.

Resources & Next Steps

WealthBuilders Membership: Free access to guides, webinars, and community
Download our FREE Pensions and Inheritance Tax Guide

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk -Please Leave Us A Review!

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Key Topics Covered:

1. Why Marriage Can Matter Financially

Kevin and Christian frame marriage not just as a personal commitment, but as something that can improve financial planning.
They explore how being married or in a civil partnership can help couples build, protect, and transfer wealth more effectively.
The conversation keeps a light tone, but the planning points are very real.

2. Inheritance Tax: The Biggest Financial Benefit of Marriage

One of the clearest benefits is the transferability of inheritance tax allowances between spouses.
Kevin explains the standard nil rate band and the residence nil rate band, which can combine to create up to £1 million of allowance for a married couple.
This makes marriage especially relevant for families with children, property, and growing estates.

3. Business Property Relief and Married Couples

For trading business owners, Kevin highlights the role of Business Property Relief (BPR).
He explains that this can create a significant inheritance tax advantage when business value passes through a married couple.
This is especially relevant for established business owners thinking about long term transfer planning.

4. Why WealthBuilders Sometimes Asks, “Have You Thought About Getting Married?”

In Family Wealth Fortress reviews, relationship status matters because it affects tax planning and transfer options.
Kevin jokes that suggesting marriage for tax reasons may not sound romantic, but it can be a practical decision.
The wider point is that family structure has a major impact on what can be protected for the next generation.

5. Smaller Tax Benefits Still Add Up

Christian raises the Marriage Allowance, where unused personal allowance can be transferred in some cases.
Kevin notes this is modest, but still worth using if eligible.
He also highlights Capital Gains Tax benefits, since assets can be transferred between spouses without an immediate CGT charge.

6. Marriage and Business Planning

Kevin shares that spouses can sometimes be employed in a business or made shareholders, depending on what is appropriate.
This can support more efficient profit sharing and tax planning within the family.
He also shares a funny story from his early mortgage broking days about briefly employing his wife.

7. Borrowing Power and Pension Benefits

Marriage can support mortgage affordability where couples combine income and borrowing strength.
Kevin also highlights a more overlooked issue: final salary pensions often include spouse benefits that may not apply in the same way without marriage.
He shares a sad family example where a pension died with the member because there was no spouse to receive it.

8. The Main Downside: Divorce Risk

Kevin is clear that marriage can also be a “wealth divider” if relationships break down.
Divorce can be one of the biggest destroyers of wealth, which is why alignment, communication, and planning matter.
This is where Wealth Dynamics and joined up conversations can help couples row in the same direction.

9. A Farewell to Christian and What Comes Next

Kevin reflects on seven years of WealthTalk and thanks Christian for his contribution.
Christian shares his gratitude to listeners and to Kevin for the wisdom he has gained over the years.
They introduce Tracy Hilliard and Bimbi Fernando as upcoming guest hosts who will help continue the podcast.

Actionable Takeaways

If you are married or in a civil partnership, review whether you are fully using the inheritance tax benefits available to couples.
Check whether Marriage Allowance or spouse to spouse Capital Gains Tax transfers could help your situation.
If you have a final salary pension, make sure your beneficiary nominations are up to date.
If your relationship status has changed through marriage, divorce, or bereavement, review your will, pension nominations, and wider plan.
Don’t ignore inheritance tax if your estate may be over £1 million, planning early matters.
Use marriage as a prompt for better financial conversations, not just shared spending.

Resources & Next Steps:

WealthBuilders Membership: Free access to guides, webinars, and community
The Family WealthFortress: Protect what you've built. Reduce inheritance tax. Plan an amazing legacy.
Inheritance Tax Calculator: Use the inheritance tax calculator if you think your estate may be over £1 million
Download our FREE Pensions and Inheritance Tax Guide

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk -Please Leave Us A Review!

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Key Topics Covered:

1. Why Pooling Is a Missing Mindset in Financial Planning

Most financial advice is built around the nuclear family unit, not the wider family tree.
Families often manage money in isolated silos, which benefits institutions more than the family.
Pooling is framed as efficiency and joined up planning, not “taking someone’s money”.

2. Pooling Cash: Better Rates, Lower Risk, and Less Bank Dependence

Technology platforms can provide access to better savings rates and multiple banking options.
Spreading cash across institutions reduces the risk of a single point of banking failure.
Many people stay with the same bank for decades and miss better returns and protections.

3. Pooling Investments: Aggregating Platforms to Cut Fees

Stock market investing is now largely platform based, and platform fees are often percentage based.
By aggregating family pots, it may be possible to reduce platform fees across the whole family.
The compound impact of fee savings over time can be enormous, especially as portfolios grow.
What a SSAS Is and Why It’s Different
SSAS is described as a pension that operates more like a business: entrepreneurial and flexible.
It can invest in many asset types beyond the stock market, including commercial property and more.
It is multi person and multi generational, allowing family members to pool pension pots.
SSAS Pooling Benefits: Activity Based Fees and Tax Deductible Costs
SSAS fees are based more on activity than value, unlike many platforms that charge by percentage.
SSAS running costs can be tax deductible expenses for the business paying them.
This can mean a larger SSAS can cost less to run than a smaller conventional pension.
Who Can Join a SSAS and How Big It Can Be
A SSAS can include up to 11 members in total (you plus 10 others).
Members must be genuinely connected, commonly spouses, adult children, or wider family.
More families are now exploring bringing children into pension structures earlier.
Inheritance Tax Planning Inside SSAS: Earmarking
Earmarking allows families to assign higher growth assets to children and lower growth assets to parents.
This can accelerate children’s pension growth while slowing the parents’ pension growth.
A smaller parent pot can reduce the inheritance tax exposure when pensions are included from 2027.
Inheritance Tax Planning Inside SSAS: Loanback
SSAS loanback allows business owners to borrow from their own pension into their company.
Loans can be up to 50 percent of the SSAS value and must be secured under the rules.
The interest rate can be far lower than commercial borrowing, potentially saving tens of thousands in fees.
If the company is structured with next generation shareholders, profits can accumulate outside the parents’ IHT problem.
Pooling Wisdom and Documents: Preparing the Next Generation
Families should involve adult children sooner so they understand what exists and why it matters.
A digital vault can pool documents, passwords, and key financial information securely in one place.
Physical originals (like wills) should also be stored in a fireproof, waterproof container.
Pooling memories and family stories can be part of the vault too, strengthening legacy beyond money.

Actionable Takeaways

Review where your family is paying percentage based platform fees and explore whether aggregation could reduce them.
Audit cash holdings and consider spreading across institutions to improve rates and reduce risk.
If you are a business owner with pensions, explore whether a SSAS could reduce costs and increase flexibility.
Learn the SSAS tools that matter for 2027 planning: earmarking and loanback.
Bring adult children into the conversation early so wealth transfer includes competence, not confusion.
Create an ICE file and a digital vault so your family knows where everything is in an emergency.

Resources & Next Steps

WealthBuilders Membership: wealthbuilders.co.uk/membership
Family Wealth Fortress: wealthbuilders.co.uk/fortress
Download our FREE Pensions and Inheritance Tax Guide
WealthBuilders Membership: Free access to guides, webinars, and community

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk -Please Leave Us A Review!

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Key Topics Covered:

1. Design as Custodianship, Not Decoration

Julian explains that design is about how a property works, not just how it looks in photos.
He links design to long term wealth planning: like pensions, it’s too important to leave entirely in someone else’s hands.
The goal is performance over years: easy lettings, happy tenants, fewer repairs, and a product that holds value.

2. The Big Mindset Shift: Property Is a Business and a Product

Julian challenges the word “investment” and suggests landlords are really buying a business.
Each property is a living, breathing product that gets used, abused, and needs managing.
If you don’t treat it like a business, it can quietly become a liability over five to ten years.

3. How Properties Become Liabilities Over Time

Poor design and poor maintenance create a snowball effect: worse condition attracts worse tenants, which accelerates deterioration.
Julian shares examples of developments becoming hard to sell or even “unmortgageable” due to maintenance and management issues.
Legacy matters: many children don’t want property, so dumping a problematic asset onto them creates stress, not wealth.

4. Why You Can’t Abdicate Design to Architects and Builders

Plans can pass planning and building regs but still be awful to live in.
Common issues include impractical layouts, no storage, poor kitchen design, and bathrooms that don’t function properly.
Julian introduces the “good, fast, cheap” triangle: you can pick two, but not all three, and landlords pay the price later if they chase cheap and fast.

5. Practical Design Thinking for HMOs and High Use Properties

In HMOs, the room is the tenant’s home, so it must support multiple functions, not just sleep.
Flow matters: kitchens, waste, smells, and shared spaces can make or break tenant experience and long term value.
Lighting and electrics are often done to a builder’s default spec, but that can create uncomfortable living and higher churn.

6. Serviced Accommodation Is an Experience Business

Short stay guests want something boutique and memorable, not copy and paste.
Julian recommends living in your serviced accommodation for a week to spot friction points: heating controls, WiFi, TV, keys, lighting, and usability.
Service quality affects reviews, and reviews affect profitability. He references research suggesting superhost status can significantly lift margins.

7. The Commercial Upside: Small Design Changes, Big Profit and Value Gains

Julian shares an example where improving presentation helped increase rent by £150 per month, which translated into a major profit uplift.
He highlights how many landlords don’t know their true profit margin, and confuse turnover with profit.
Improving existing assets often delivers faster ROI than buying new ones, especially if older stock is dragging performance down.

8. How Julian Helps Investors: Training and Hands On Support

Julian trains investors to become “design aware” and “design led” without needing to be designers.
He offers remote consults (including Zoom based reviews), layout planning, electrical plans, materials specs, and project support via WhatsApp.
His core message: be involved, be informed, and take control of the decisions that shape income and maintenance.

Actionable Takeaways

Treat each property like a business product, not a passive investment.
Design for performance: durability, usability, flow, and maintenance, not just photos.
Don’t assume architects and builders will design a home that works, review layouts with real living in mind.
Audit your existing portfolio before buying more, older assets may be dragging your returns down.
Know your numbers: profit margin, not just rent, and understand how small rent uplifts can multiply profit.
For serviced accommodation, test the experience yourself and tighten service, reviews drive revenue.
Adopt the custodian mindset: build assets your children would actually want to inherit.

Resources & Next Steps

Icon Living UK: The creation of living spaces that people love and enjoy
Julian Maurice: julian@iconliving.co.uk
Download our FREE Pensions and Inheritance Tax Guide
WealthBuilders Membership: Free access to guides, webinars, and community

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk -Please Leave Us A Review!

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Key Topics Covered:

1. Why Goal Setting Often Fails (and What’s Really Driving You)

Everything you do day to day is largely driven by your subconscious mind.
If you don’t set a clear goal, your subconscious will follow your dominant thought, which can lead to drift or self sabotage.
The difference between achievers and non achievers is often whether they have a system for setting goals in a powerful way.

2. Brian Main’s Story and the Origins of Goal Mapping

Brian grew up in a travelling funfair family, left school before 13, had dyslexia, and couldn’t read or write properly.
After the family business collapsed, he faced repossession, major debt, and a very dark period personally.
Personal development and goal setting became life changing, leading to the creation of Goal Mapping and a global coaching network.

3. Why Words and Pictures Work Better Than Words Alone

The subconscious pays far more attention to images than to repeated written statements.
Goal mapping combines clarity and precision (words) with subconscious impact (pictures).
Brian explains why vision boards often fail: they may have pictures, but lack words, timelines, plans, and structure.

4. The Seven-Step Goal Mapping Process

Dream: create a clear picture of success
Priority: choose the main focus
What: define the goals (often five on one map)
Why: identify emotional reasons that keep you in the game
When: set start and target dates
How: map the key steps along the timeline
Who: identify support and the qualities you must embody (for example “I am focused”)

5. Daily Review, Brain States, and Making Goals “Stick”

Brian recommends reviewing your map daily, ideally in the first hour after waking.
This is when your brain is in alpha rhythm, with a much stronger connection to the subconscious.
Reviewing daily for around 30 days helps form new neural connections and beliefs (brain cells that fire together, wire together).

6. How to Write Goals So Your Subconscious Understands Them

Avoid negative goals like “I don’t want debt” or “I lose 15kg” because the subconscious struggles with “don’t” and abstract negatives.
Write goals as affirmations: personal, positive, present tense
Examples: “I feel fantastic and free at 88kg” or “I am mortgage free”.

7. Financial Goals: Getting Specific and Finding Your Number

Financial freedom goals need a number, not vague phrases like “I’m abundant”.
WealthBuilders’ approach: design your perfect year, price it up, then divide by 12 to estimate your monthly recurring income target.
The number can evolve, but having a destination helps you measure the gap and build a plan.

Actionable Takeaways:

Use a system, not willpower: goal achievement improves when the goal is set clearly and reviewed consistently.
Combine words and pictures to speak to both your logical mind and subconscious mind.
Review your goal map daily, ideally in the first hour after waking, for at least 30 days.
Write goals in personal, positive, present tense and focus on what you want, not what you don’t want.
For financial goals, pick a specific number based on the lifestyle you want, then build a plan around it.

Resources & Next Steps

Goal Mapping: Create a free goal map
Download our FREE Pensions and Inheritance Tax Guide
WealthBuilders Membership: Free access to guides, webinars, and community

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Key Topics Covered:

1. Why the Family Wealth Fortress, Why Now

Inheritance tax on pensions from April 2027 is forcing families to rethink legacy planning.
“High net worth” is now effectively £1m plus once pensions are included, meaning far more families are exposed.
Many people have a patchwork of advice and products that is hard to coordinate, hard to optimise, and hard for executors to manage.

2. From Patchwork Quilt to Fortress Thinking

The goal is to make wealth transfer elegant, organised, and resilient for the next generation.
Kevin frames this as moving from wealth abundance into legacy, with a clear process rather than “hinting” at legacy planning.
WealthBuilders positions itself as the central coordinator, like a “wealth GP”, bringing specialists in when needed.

3. The Seven Integrations (The Fortress Framework)

Tax: proactive “event led” planning, especially inheritance tax, not just annual returns.
Legal: wills, powers of attorney, protection, and avoiding disputes such as contentious probate.
Financial: building wealth is not enough, families need planning for protection and perpetuation too.
Structures: holding companies, family investment companies, trusts, share classes, and intergenerational planning.
SSAS and pensions: using family pension structures, earmarking, and cascading to reduce future inheritance tax impact.
Recurring income: inheritance tax is on capital not income, so understanding income enables smarter gifting.
Legacy: involving the next generation early through trusteeship, shareholding, and participation in the family plan.

4. Record Keeping, Gifting, and the Digital Vault

Families need clear documentation to avoid confusion, delays, and challenges after death.
Kevin highlights using intention and execution records (for example IHT documentation) to reduce HMRC risk.
A digital vault brings tax, legal, financial, structures, and gifting records into one accessible place for executors.

5. Who It’s For and How to Take the First Step

This is application based, limited capacity, and aimed at families typically 55 plus with estates around £1m plus.
It is designed to be implemented over 3 to 5 years, still broken down into manageable steps.
A practical first move is using the free inheritance tax calculator to understand your current exposure.

Actionable Takeaways:

Don’t assume your current advice is joined up, check how tax, legal, financial and structures connect.
Start planning for inheritance tax now, especially with pensions being included from April 2027.
Move from reactive planning to proactive “event led” planning for key life events.
Get your documentation organised and accessible, so executors are not left guessing.
Involve the next generation earlier, so wealth transfer includes wisdom, not just money.
Take the first step by using the IHT calculator and booking a conversation if the fortress approach fits your situation.

Resources & Next Steps:

WealthBuilders 'The Family Wealth Fortress'
Download our FREE Pensions and Inheritance Tax Guide
WealthBuilders Membership: Free access to guides, webinars, and community

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk -Please Leave Us A Review!

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Key Topics Covered:

1. Starting Point: Mindset and Motivation

Tom’s journey was sparked by personal catalysts: his mother’s passing and a desire to be present for his young daughters.
The importance of defining your “why” and setting clear financial milestones.
Facing the reality of relying solely on a job for income—and using that as motivation for change.

2. Laying the Foundations and Building Pillars

Tom and his wife began by securing wills, powers of attorney, and reviewing their finances to ensure a solid foundation (“the roof”).
They chose property as their initial wealth-building pillar, focusing on buy-to-let for simplicity and sustainability.
The process took time—over 12–18 months for their first deal—but commitment and clarity paid off.

3. Momentum and the Power of Repetition

The first property was the hardest, but each subsequent deal became easier as confidence and experience grew.
Tom now owns 15 properties, primarily in the Bristol area, and has diversified into investments and other wealth pillars.
Monthly recurring income from assets reached £6,000+, providing true freedom of choice.

4. The Role of Coaching and Community

Tom credits his WealthBuilders coaches (especially Ian Halfpenny) for challenging his assumptions, providing guidance, and keeping him accountable.
Support from family, coaches, and the WealthBuilders community was crucial—especially during setbacks like the pandemic.
Taking massive action, even when uncomfortable, was key to overcoming obstacles and building momentum.

5. Looking Ahead: Diversification and Giving Back

With financial independence achieved, Tom is now exploring more advanced property projects and investment strategies.
He’s passionate about sharing his experience and encouraging others to take consistent action—one step every month.

Actionable Takeaways:

Commit to the process and focus on one strategy until you gain traction.
Secure your financial “roof” (wills, powers of attorney, expense review) before building assets.
Don’t underestimate the value of coaching, community, and accountability.
Take one small action every month—compound progress leads to big results.
Diversify your income streams once you’ve built a secure base.
Don’t DIY your wealth journey—get support and don’t give up when it gets tough.

Resources & Next Steps:

Book a Financial GPS Call for a personal financial strategy session.
WealthBuilders Membership: Free access to guides, webinars, and community
Download our FREE Pensions and Inheritance Tax Guide

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Key Topics Covered:

1. Why BRR Matters

Most investors run out of cash before they run out of ambition.
BRR is not just a “strategy”—it’s a way to keep growing your portfolio with limited resources.
Works for residential, commercial, and mixed-use properties.

2. The Seven Steps to BRR Success

Target properties others avoid (those with problems lenders won’t touch).
Calculate your offer: future value minus costs and a 20% margin.
Make fair offers—don’t be afraid to go below asking price.
Expect and embrace rejection; it’s part of the process.
Follow up with rejected offers—motivation changes over time.
Secure finance, fix the property, and add value.
Refinance at the new value to pull out as much cash as possible.

3. Creative Financing & Bridging Loans

Bridging finance lets you buy and refurb properties that need work, even if you don’t have all the cash upfront.
Build the cost of bridging into your deal—if the numbers work, it’s worth it.
Always take longer terms than you think you’ll need to avoid penalties.

4. Avoiding Common Mistakes

Don’t get attached to asking prices; base your offers on solid calculations.
Provide clear evidence of tangible improvements to valuers for successful refinancing.
Plan for potential overruns and down valuations.

5. Market Insights & Mindset

Despite higher interest rates and tougher legislation, rents have risen and BRR still works if you buy right.
The property market is seeing a “changing of the guard”—new investors are entering as older landlords exit.
Success comes from thinking differently and being willing to do what others won’t.

6. Advanced Tactics: Delayed Completion & Ninja Investors

“Exchange with delayed completion” lets you refurb before you own, sometimes pulling your cash out on day one.
Ninja investors operate under the radar, focusing on creative deals and properties most ignore.

Actionable Takeaways

Focus on properties with problems you know how to solve.
Always run your own numbers and stick to fair, calculated offers.
Use creative finance and networking to keep growing—even when cash is tight.
Embrace rejection and follow up—motivation changes.
Learn from experienced mentors and surround yourself with like-minded investors.

Resources & Next Steps:

Buy, Refurb, Refinance - Guides, workshops, and advanced training
Property Chats free networking events — no speakers, no pitches, just real conversations
WealthBuilders Membership: Free access to guides, webinars, and community
Download our FREE Pensions and Inheritance Tax Guide

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk -Please Leave Us A Review!

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Key Topics Covered:

1. Budget Headlines & Tax Changes

More taxes on recurring income, dividends, and savings
Business owners face higher dividend charges and new limits on passing businesses to heirs
Employee Ownership Trusts (EOTs) and Business Property Relief (BPR) now have stricter tax limits

2. Impact on Pensions & Investments

State Pension increase stays
Limit on salary sacrifice for pensions
Lower Cash Individual Savings Account [ISA] limits for under 65s
Higher taxes on investment products

3. Practical Advice for Wealth Builders

Diversify across the “seven pillars of wealth” and focus on recurring, controllable income
Use tax-advantaged structures (like SSAS pensions) and keep an eye on changing rules
Pay close attention to recurring expenses, tax, fees, and debts – control what you can

4. Action Steps & Tools

Don’t get overwhelmed – take small, regular actions each month
Use WealthBuilders’ free budget guide, calculators, and resources for clarity
Executors now have 15 months (instead of 6) to report pensions for inheritance tax, but tax is still due in 6 months – plan ahead

Actionable Takeaways

Review how the new budget changes affect your income, business, and retirement plans
Make use of tax reliefs and allowances while they last, especially if you’re a business owner
Stay proactive: download guides, use calculators, and get advice tailored to your situation
Don’t let complexity stop you – small, consistent steps lead to more control and certainty

Resources & Next Steps

Access our WealthBuilders' Autumn Budget Report 2025
Check your State Pension forecast
Calculate your Inheritance Tax Bill - Free Online Calculator
Download our FREE Pensions and Inheritance Tax Guide
WealthBuilders Membership: Free access to guides, webinars, and community

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk -Please Leave Us A Review!

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Key Topics Covered:

1. Why Executives Choose Portfolio Careers

Many senior leaders leave corporate jobs for more control, flexibility, and purpose.
Becoming a non-executive director (NED) lets them advise several businesses, stay intellectually engaged, and build multiple income streams.

2. What a Non-Executive Director Actually Does

NEDs guide and support business owners, using their experience and networks to help smaller companies grow.
Typical NEDs are former CEOs, directors, or C-suite leaders who want to keep working, but on their own terms.

3. Adrian’s Journey: From Corporate to Entrepreneur

Adrian left a high-level tech role to help executives move into business ownership.
He built and acquired several companies, faced personal and business setbacks, and ultimately found new direction after a major life shift.

4. Overcoming Identity and Timing Challenges

Leaving a big job can trigger a loss of identity; Adrian stresses the importance of recognising your own value and skills.
Timing your transition is key—look for inflection points like changes at work, financial readiness, or life events.

5. How to Start Your Own Portfolio Career

Adrian recommends a three-phase roadmap:
Clarify your value and how you’re seen (positioning)
Tap into your existing network for opportunities
Build new connections aligned with your goals
LinkedIn is powerful, but most executives underuse it—focus on connecting, not selling.

6. The Wealth-Building Benefits

NED roles create time for other wealth-building activities, like property or investing.
Some coaches and NEDs eventually take equity stakes in businesses, building long-term wealth and influence.

Actionable Takeaways:

Consider a portfolio career if you want more freedom, less risk, and a chance to use your experience in new ways.
Prepare for the identity shift and plan your timing and finances.
Use your network and be proactive—opportunities often come from people you already know.
Don’t be afraid to reach out for guidance or support.

Resources:

Leverage Your Corporate Experience to Secure Paid SME Board Roles
Download the Pension and Inheritance Tax Guide
WealthBuilders Membership: Free access to guides, webinars, and community

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk -Please Leave Us A Review!

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Key Topics Covered:

1. What Changes in April 2027

Unused pensions will count towards inheritance tax.
Anything above the tax-free limit may be taxed at 40%.
More families will be affected due to frozen allowances.

2. Executors, Lost Pensions and Hidden Traps

New burdens and risks for executors who must locate and report all pensions.
The scale of “lost pensions” and how to track them down.
When to consider consolidating multiple pots and when to seek advice.

3. Income vs Capital and Smart Gifting

IHT as a tax on capital, not income.
Annual allowances, the 7‑year rule and “gifts with reservation”.
How gifts out of surplus income can be unlimited and IHT‑free if well documented.

4. Pensions, Annuities and Who’s Affected

Which pensions are not treated as capital (state, final salary, annuities).
Which are caught by the new rules (personal pensions, SIPPs, SSAS, DC workplace schemes).
Pros and cons of using annuities to swap capital for income.

5. SSAS Pensions and Multi‑Generational Planning

What a SSAS is and who can qualify (limited company owners).
Using SSAS to consolidate pots, invest entrepreneurially and involve adult children.
Strategies like contributions for children, earmarking and loanback to shift value down the bloodline.

6. Life Cover, Wills and the Family Wealth Fortress

Why life insurance should be written in trust to avoid swelling your estate.
Using whole‑of‑life, second‑death cover to fund an inevitable IHT bill.
The basics everyone should have in place: will, LPAs, and an annual “estate stock take”.

Actionable Takeaways:

Assume the 2027 rules will affect you if you have pensions and other assets – start planning now.
Calculate your current estate and repeat annually to see how close you are to IHT thresholds.
Trace and tidy up old pensions; don’t leave a mess for your executors.
Learn the difference between gifting capital and gifting surplus income – and document income gifts carefully.
Review life cover and trusts; consider SSAS if you’re a business owner wanting to build and pass on wealth efficiently.

Resources & Next Steps:

Join the Waitlist and Get Your Free Inheritance Tax & Pensions Guide - Be the first to receive this essential guide as soon as it's ready
WealthBuilders Membership: Free access to guides, webinars, and community

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk -Please Leave Us A Review!

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Key Topics Covered:

1. From Furlough to Property Freedom

How COVID and furlough ended Athena’s high‑performing travel career overnight.
Using that pause to ask, “Is this the life I want for the next 5–10 years?”
Buying her first flat in Bournemouth, getting the numbers wrong, and why she still calls it her “baby” and best teacher.

2. Rent‑to‑Rent, Burnout and Pivoting Strategy

Moving into rent‑to‑rent HMOs and serviced accommodation to generate cashflow.
The reality of late‑night calls, guest issues and stress – including the Sunday night window incident.
Handing back all rent‑to‑rent properties and feeling as free returning the keys as when she first got them.
Pivoting to simpler, long‑term strategies: buy‑to‑lets and buy–refurbish–refinance, with flips and land development as future options.

3. Building Girls in Property: Community, Recurring Income and Support

Walking into a networking room of 45 people with only three women and thinking, “That’s a shame.”
Finding no UK‑based female property networks or podcasts, then launching Girls in Property in 2023.
Growing from a passion project that made no money for over a year into:
A sponsored weekly podcast.
A £30/month online membership (two live calls a month: “prosperity” and property strategy).
A national community hosted on Circle, plus summer/winter parties and an annual training event.
How Girls in Property now replaces and exceeds her old salary as a recurring revenue stream.

4. Education, Strategy Choice and Market Opportunities

“Don’t rush to buy a course”: only invest if you can implement from day one.
Use free education first (podcasts, YouTube, books) and do due diligence on paid training.
Choosing strategy based on four resources: knowledge, money, time, energy – plus personality and end goal.
Example of a mentee who came for rent‑to‑rent but was better suited to partnering with an investor on flips.
Why today’s market, with older landlords exiting, offers opportunities if you talk to people and build relationships with agents.

5. Health, Wealth and Your Own Version of Success

Athena’s view of financial freedom as choice – the ability to respond to life, travel and allocate time where it matters.
Burning out twice and realising “health is wealth” – long‑term wealth is pointless if you destroy yourself getting there.
Her guiding question: “What does your version of success look like – and who’s standing next to you on that hill?”
Current focus: simplifying businesses, building cashflow and wealth, and aiming to be retired by 50 with businesses that don’t rely on her daily presence.

Actionable Takeaways:

Assess your knowledge, money, time and energy before choosing a strategy.
Use free education first; only buy courses you’re ready to implement immediately.
Document your journey from day one to build trust with future investors and partners.
Avoid shiny penny syndrome – simplify down to strategies that fit you and your goals.
Protect your health and pace yourself; wealth building is a long‑term game.

Resources & Next Steps:

Girls in Property Community & Membership
Girls in Property Podcast
WealthBuilders Membership: Free access to guides, webinars, and community

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk -Please Leave Us A Review!

View Details

Key Topics Covered:

1. Mike’s Journey: From Corporate to Property Freedom

Why Mike left a successful retail career for more control and family time.
How a nudge from Kevin Whelan led to financial independence through HMOs.
Building a business and legacy with his wife Claire and daughter Katie.

2. Why Property Still Matters

Property as a long-term investment: realistic 8–10% cash returns plus asset growth.
HMOs outperform single buy-to-lets for cashflow and resilience in changing markets.
The maturing HMO market: easier entry with ready-made properties and new marketplaces.

3. Taking the Leap: Advice for Aspiring HMO Investors

Define your financial and lifestyle goals before choosing the HMO route.
Research HMO models (young professionals, students, etc.) and build your local power team.
Action is key—most successful investors wish they’d started sooner.

4. Building HMO X: An Ecosystem for HMO Success

HMO X supports investors at every stage: learning, buying, operating, scaling, and exiting.
Bronze and Silver subscriptions tailored to experience levels with access to expert support, estate agency, and the UK’s first HMO auction house.
Community, mentoring, compliance guidance, and a world-class power team.

5. Compliance, Regulation, and Business Mindset

Navigating new regulations like the Renters’ Rights Act and staying systemised.
Why running property as a business maximises profits and protects tenants.
Leveraging your professional background for property success.

6. Wealth Building, Legacy & Diversification

Using a SSAS pension to diversify and strengthen family wealth.
The importance of holistic planning: recurring income, multiple pillars, and protection (wills, powers of attorney, insurance).
Knowledge transfer—teaching the next generation to build and protect wealth.

7. Overcoming Barriers & The Power of Community

The value of support networks, mentorship, and learning from those who’ve “been there.”
Why community and accountability increase your odds of success.
Real-life case studies and five-star reviews as social proof.

8. Practical Tips & Offers for Listeners

HMO X offers a 10% discount on annual subscriptions for WealthBuilders members.
Free initial chat for anyone exploring HMOs as a new pillar, mention you’re a WealthBuilder.
Leverage frameworks, community, and expert support to accelerate your journey.

Actionable Takeaways:

Think Long-Term: Property success comes from time in the market, not timing the market.
Be Patient: Real wealth builds over 10, 15, even 20 years of holding strong assets.
Aim for Steady Returns: Expect around 8–10% cash return on day one, with capital growth compounding over time.
Hold for Growth: Retaining your property allows its value to appreciate significantly.
Avoid Shortcuts: This isn’t a quick-win strategy—discipline and strategy drive lasting success.
Stay Strategic: Plan your portfolio carefully and review it regularly to stay aligned with your goals.

Resources & Next Steps:

HMO X - HMO Expertise all in one place
Platinum Property Partners - Build your own successful and profitable property business
WealthBuilders Membership: Free access to guides, webinars, and community

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk -Please Leave Us A Review!

View Details

Key Topics Covered:

1. The Shift Away from Property

Why more investors are moving away from buy-to-let and traditional property strategies
Impact of rising interest rates, Section 24 tax changes, and new regulations
Property returns: 39% growth in 10 years vs. 242% for stocks

2. Is Property Still Worth It?

Existing landlords with long-held properties may still see decent cash flow
New investors face higher barriers: stamp duty, mortgage rates, low yields
The myth of property as a “pension” is fading—returns are often below inflation

3. Smart Investing Fundamentals

The two essential ingredients for any investment: growth (above inflation) and income
The importance of passivity, tax efficiency, and protection
Diversification across asset classes and within each class is key

4. The Rise of Passive & Diversified Investing

Stocks and global funds have outperformed property in recent years
How to generate income through dividends, REITs, and options
Managing volatility: why long-term, balanced portfolios win

5. Gold, Bonds, and Defensive Assets

Gold as a hedge: how and why it works, especially in turbulent times
The role of ETFs (Exchange Traded Funds) for low-cost, tax-efficient exposure
Rethinking traditional “more bonds as you age” advice—modern portfolios are more flexible

6. Tax Efficiency & Fees

Use ISAs, pensions (SIPPs/SSAS), and tax wrappers to prevent “leakage”
Watch out for high fund fees—target TERs below 0.2% to keep more of your gains

7. Mindset, Control, and Personalisation

The illusion of control in property vs. the flexibility of passive investing
Adapting your plan to your age, risk profile, and life stage—no one-size-fits-all
Why education and ongoing learning are non-negotiable for wealth building

8. Actionable Strategies for Wealth Builders

Don’t knee-jerk: avoid emotional decisions or chasing trends
Focus on recurring income and security, not just asset values
Regularly review and adjust your plan as markets and personal circumstances change

Actionable Takeaways:

Diversify Your Portfolio: Don’t rely solely on property—blend stocks, gold, REITs, and other assets.
Prioritise Tax Efficiency: Use ISAs, pensions, and low-fee funds to maximise your returns.
Think Passive: The less hands-on management, the more flexibility and freedom you’ll enjoy.
Educate Yourself: Invest time upfront to set up your investments right—this pays off for decades.
Review Regularly: Markets and regulations change—revisit your plan and allocations at least annually.
Avoid FOMO: Make decisions based on your goals and risk profile, not market hype or fear.

Resources & Next Steps:

Invest Like a Pro: Weekly investment insights and courses from Manish Kataria
WealthBuilders Membership: Free access to guides, webinars, and community
The Biggest Pension & Inheritance Tax Shake Up Ever! Are You Ready? - FREE Live Webinar
ShadowStats: Alternative inflation data and analysis
ETF Basics: Look for diversified, global ETFs with TERs below 0.2% for passive, cost-effective investing

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.

Next Steps On Your WealthBuilding Journey:

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

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Key Topics Covered

1. Sarah’s Journey: From Corporate to Entrepreneur

Why Sarah left a successful sales career for a life of freedom and travel.
The importance of building a business around personal values—especially freedom.
How the COVID-19 lockdown was a catalyst for launching She Scales.

2. Making the Leap: Advice for Aspiring Entrepreneurs

Don’t quit your job until you’ve validated your offer and secured your first clients.
Everyone’s circumstances are different—assess your risk tolerance and responsibilities.
The power of urgency and going “all in” when the timing is right.

3. Finding Your True Strengths

Early detours: retraining in design before realising her passion for sales coaching.
Why it’s normal to “get it wrong” before finding the right fit.
The value of building an audience and learning new skills—even if you pivot later.

4. The Six Steps to Six Figures Framework

Sarah’s proven process for scaling to £100k+:

Mindset: Prioritise mental, emotional, and spiritual health.
Foundations: Define your ideal client and core offer.
Positioning: Decide where you sit in the market and communicate your value.
Marketing: Build your online presence and generate trust before the sales call.
Sales: Move prospects from “interested” to “client” with effective conversations.
Scale: Systemise, automate, and introduce recurring revenue streams.

5. Building Recurring Income & Asset-Based Wealth

The journey from trading time for money to creating group programmes, memberships, and digital assets.
Why recurring income brings security, peace, and true freedom.
The importance of live testing before automating or scaling.

6. Overcoming Sales Mindset Blocks

Reframing sales as service: “Every time you sell, you serve.”
How to price confidently and raise your rates as your expertise grows.
The “main character energy” mindset—putting yourself first to serve others from a place of abundance.

7. The Power of Community & Networking

Building a support network of like-minded entrepreneurs is critical for resilience and growth.
Masterminds, group programmes, and online communities offer knowledge, support, and accountability.
“Your network is your net worth”—why relationships matter more than tactics.

8. Practical Tips for Fast Growth

Focus on high-ticket offers and have more real sales conversations.
Track money-making activities, not just marketing or content creation.
Use accountability to stay consistent and motivated.

Actionable Takeaways

Validate Your Offer: Get client results and feedback before making big business decisions.
Prioritise Your Wellbeing: Look after yourself so you can serve others effectively.
Build Recurring Revenue: Move beyond one-off sales to memberships, programmes, and digital products.
Embrace Community: Surround yourself with people who share your vision and values.
Sell with Confidence: Believe in your offer and don’t be afraid to charge what you’re worth.

Resources & Next Steps

Sarah’s Unlimited Content Matrix: Free tool to generate endless content ideas for your business.
Video Training: “How to Get Premium Clients Online”—ideal for those selling high-ticket offers.
WealthBuilders' 'The Biggest Pension & Inheritance Tax Shake Up Ever! Are You Ready?' FREE Webinar
Join the WealthBuilders Membership: Free access to resources and community at wealthbuilders.co.uk/membership
Connect with Sarah: Instagram (@SarahBucklandCoaching), LinkedIn, or her website.

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
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In this episode, Christian Rodwell interviews Dr. John Demartini—renowned human behaviour specialist, author of over 40 self-development books, and creator of the Demartini Method and Values Determination Process. They discuss why only a small percentage of people ever reach financial independence, how our values shape every decision and outcome, and the practical steps to align your life and business with what matters most. Dr. Demartini shares actionable strategies for changing your values, overcoming internal and external obstacles, and building a life of purpose, fulfilment, and financial freedom.

Key Topics & Insights

The Power of Values in Achieving Financial Independence

1. Why Most People Don’t Achieve Financial Freedom:

Many people dream of it but fail to achieve it due to misaligned values—spending on consumables versus investing in assets.
True financial independence comes from prioritising asset-building and recurring income over lifestyle spending.

2. Values Drive Behaviour:

Our daily habits and character are shaped by what we value most.
Living according to your highest values leads to fulfilment and greater achievement.

Mindset, Motivation, and Overcoming Challenges

1. Defining Mindset:

Mindset is the set of attitudes and beliefs that shapes how we respond to challenges.
A strong, positive mindset is developed through habits, education, and self-awareness.

2. Intrinsic Motivation:

When goals align with your highest values, you act from within—no external motivation needed.
If your goals and values are misaligned, procrastination and lack of discipline follow.

The Values Determination Process

1. Finding Your Highest Values:

Identify what you value most and structure your day around it.
Use the Values Determination Process (available for free at drdemartini.com) to gain clarity.

2. Changing Your Values:

You can “stack up” the benefits of new behaviours to shift your values over time.
Either set goals that match your current values, or consciously change your values to match your goals.

Habits, Discipline, and Delegation

1. Habits Are Value-Driven:

You’re naturally disciplined in areas aligned with your highest values.
“Bad habits” are often strategies to fulfil unconscious motives; bring awareness to these motives to change behaviour.

2. Delegation as a Path to Fulfilment:

List all your daily tasks, their value, meaning, and cost to delegate.
Focus your time on high-value, meaningful work and delegate the rest to free up time and energy.
Surround yourself with people whose highest values align with the tasks you delegate.

Entrepreneurship, Career, and Life Transitions

1. Making the Leap:

Don’t leave your job for entrepreneurship until your new venture is proven to generate more income and fulfilment.
Use your current role as a stepping stone—appreciate its value and leverage the skills you gain.
Strategic planning and risk mitigation are essential; avoid jumping based on fantasy.

2. Business Success:

Many businesses fail because founders project their fantasies onto the market instead of meeting real needs.
Find the overlap between your inspiration and what the market wants—this is your niche.

The ABCs of Negativity

1. What Causes Negativity:

Setting goals not aligned with your values, or expecting others to live outside theirs, leads to anger, blame, criticism, despair, and more.
These negative states are feedback mechanisms signalling unrealistic expectations.

Law of Attraction and the Brain

1. Practical Law of Attraction:

Your innermost dominant thought—driven by your highest value—becomes your reality.
The brain is wired to notice opportunities that align with your values.
Visualisation works best when congruent with your true values.

Daily Routines and Legacy

1. Dr. Demartini’s Daily Discipline:

Documents daily gratitude and sets seven highest priority actions each morning.
Focuses on research, writing, teaching, and travel—his highest values.
Simple, focused routines support high performance.

2. Legacy:

Aims to inspire others to recognise their inner magnificence and leave a lasting educational impact.
The Demartini Prize and Institute are part of his long-term vision.

Practical Tips & Action Steps

1. Discover Your Values:

Use Dr. Demartini’s free Values Determination Process at drdemartini.com.

2. Prioritise Your Day:

Fill your day with high-priority, value-aligned actions to avoid distractions and burnout.

3. Delegate Low-Value Tasks:

Identify tasks you can outsource or delegate to focus on your strengths and passions.

4. Strategically Plan Career Moves:

Don’t make impulsive jumps—build, test, and validate new ventures before leaving your current role.

5. Stack Benefits to Change Habits:

To change behaviour, consciously list and focus on the advantages of the new desired action.

6. Practice Daily Gratitude:

End each day by documenting what you’re grateful for and what you’ve achieved.

Quotes & Social Proof

“If you don’t fill your day with high-priority actions that inspire you, it fills up with low-priority distractions that don’t.”
“You’re automatically disciplined in whatever allows you to fulfil what’s highest on your value.”
“Depression is a comparison of your current reality to a fantasy you keep holding onto.”
Dr. Demartini has inspired millions globally, with hundreds of books and thousands of live presentations

Resources & Next Steps

Dr. Demartini’s Website: drdemartini.com
WealthBuilders Membership

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
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In this episode, Christian is joined by WealthBuilders member and wealth coach Toby Spanier, who shares three powerful case studies of commercial properties he purchased using his SSAS pension.

Toby reveals how he found and structured each deal, why a SSAS gave him a unique advantage over traditional financing, and how he created both income and tax-free capital growth within his pension.

If you’ve ever wondered how a SSAS can be used to fund commercial property — even when banks won’t lend — this episode will give you clear, practical insights to apply on your own wealth-building journey.

What You’ll Learn in This Episode:

How Toby used his SSAS to buy three very different commercial properties.
Why being a SSAS cash buyer can unlock discounts and opportunities others miss.
How planning permission and smart structuring created significant tax-free uplifts.
The differences between buying property inside vs. outside a SSAS.
How collaborating with other SSAS investors can make bigger deals possible.
Practical lessons to avoid common pitfalls when investing through a pension.

Links & Resources Mentioned in This Episode:

Learn more about SSAS Pensions
Book a call with WealthBuilders
Join the WealthBuilders Academy

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
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In this week’s WealthTalk, Christian Rodwell and founder Kevin Whelan tackle the growing anxiety among UK business owners and investors as the autumn budget looms and economic headlines fuel uncertainty. They explore why fear-driven, knee-jerk financial decisions can be so damaging—and how to reframe your approach to build lasting, recurring income streams. The conversation covers government policy changes, inheritance tax, business succession, and practical steps to regain control, supported by real-life member stories and actionable advice.

Key Topics Covered

1. Current Economic Uncertainty & Its Impact

Headlines are driving fear: budget rumours, slow property sales, and pension changes.
Small business owners and savers are reacting to speculation, sometimes making rushed decisions.
Older generations are increasingly turning to “buy now, pay later”—a worrying trend.

2. The Danger of Knee-Jerk Reactions

Kevin and Christian discuss how fear leads to poor decisions: raiding pensions early, panic property sales, or taking on short-term debt.
Government policy changes often create uncertainty, leading to hasty moves that can undermine years of planning.
“You don’t plan your pension in a vacuum—you plan for a lifetime and a legacy.”

3. Tax & Inheritance Changes: What You Need to Know

Upcoming changes to business succession tax: from April 2026, only the first £1m passed to the next generation will be tax-free (down from unlimited).
Inheritance tax allowance has been frozen since 2009, dragging more people into the tax net.
Unmarried individuals and those without children face additional challenges.

4. Why Building Wealth is About Long-Term Planning

The WealthBuilders approach: focus on building assets and recurring income, not just reacting to market or policy shifts.
“Certainty comes from recurring income streams, not from activity or fear.”
Importance of running a “family wealth business” alongside your main business.

5. Member Success Story: John’s Journey

John, a business owner, shares how WealthBuilders helped him move from feeling trapped to seeing a clear path to financial security.
Building wealth outside the business creates options and security, even if business income fluctuates.

6. Practical Steps to Regain Control

Take stock of your assets—many are under-leveraged.
Reduce taxes and fees: review income tax, corporation tax, CGT, inheritance tax, and hidden financial fees.
Consolidate pensions, update your will, and collect all key documents.
WealthBuilders is developing a secure digital vault for document and asset tracking.

7. The Power of Community & Trusted Guidance

Don’t make decisions in isolation—seek advice from trusted communities, mentors, or professionals.
Avoid taking guidance from social media or generic AI responses; your situation is unique.
WealthBuilders’ supportive community and expert network are there to help.

Actionable Takeaways

Pause Before Acting: Give yourself time to research and seek advice before making big financial decisions.
Focus on Recurring Income: Build multiple streams of recurring income to create true financial security.
Plan for the Long Term: Don’t let short-term headlines derail your wealth-building journey.
Get Organised: Consolidate pensions, update your will, and keep records secure for your family’s future.
Join a Community: Leverage the support and experience of others—don’t go it alone.

Final Thoughts

Don’t let fear or headlines dictate your financial future. Build a system of assets that funds your lifestyle, and you’ll always have control—no matter what changes come your way. Stay tuned for our post-budget episode and more practical guides to help you on your journey.

Resources & Next Steps

Book a Call: Visit wealthbuilders.co.uk and click the big red button to schedule a chat with the team.
Trustpilot Reviews: Read real member stories and see the impact of WealthBuilders’ step-by-step approach.
Upcoming Guides: Look out for the new Inheritance Tax Guide and post-budget analysis—join the waitlist via the website.

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
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In this episode of WealthTalk, Christian Rodwell is joined by Omar Aswat, Chartered Tax Adviser and founder of ASWATAX, to unpack the urgent changes coming to Business Property Relief (BPR) in April 2026 and what they mean for business owners and property investors. Omar explains how the new BPR limits could expose significant business value to inheritance tax, highlights the practical steps you should be taking now, and delves into strategies like family investment companies, trusts, and smart incorporation. The discussion also covers the impact of Section 24 on landlords, practical tax-saving tips for business owners, and succession planning tools for those looking to future-proof their wealth. Whether you’re scaling a business, building a property portfolio, or planning your exit, this episode is packed with actionable insights to help you stay ahead of the curve.

Key Takeaways

Major Change to Business Property Relief (BPR) in 2026
- From April 6, 2026, BPR will only exempt £1 million of value per trading company/group from inheritance tax (IHT); any value above will be taxed at 20%.
- Urgent need for business owners to review structures and plan ahead.
Who Is Affected?
- Owners of trading companies/groups with assets above £1 million.
- Property investment companies already subject to IHT—this rule change doesn’t benefit or worsen their position.
Mitigation & Planning Strategies
- Family investment companies (FICs)
- Growth and freezer shares
- Discretionary trusts
- Gifting, sale acceleration, and succession planning
- Case-by-case: bespoke advice is essential
Section 24 & Incorporation for Property Investors
- Section 24 restricts mortgage interest relief for personally held property; incorporation can offer tax savings but must be weighed against capital gains and stamp duty costs.
- Comparative calculations are vital before transferring property into a company.
Inheritance Tax Allowances Explained
- £325,000 nil-rate band per person, plus £175,000 residence nil-rate band (if passing main home to direct descendants).
- Married couples can combine for up to £1 million, but the rules are technical and not inflation-linked.
Family Investment Companies (FICs)
- FICs provide flexibility in dividend planning, control, and succession.
- Can be set up new or by converting existing companies; often used in combination with trusts for asset protection.
Smart Moves for Business Owners
- Alphabet shares for flexible dividend planning.
- Utilise directors’ loan accounts, charge rent for company premises owned personally, and salary sacrifice schemes.
- SSAS pensions remain a powerful, underused tool.
Planning for Exit or Sale
- Early, proactive planning is essential—some reliefs require shares to be held for 24+ months.
- Options: third-party sale, management buyout, employee ownership trust (EOT), company purchase of own shares, or new holding company.
- EOTs: allow sale for 0% CGT if structured correctly, but success depends on a strong management team post-sale.
Omar’s Experience & Podcast
- Over a decade in finance, founder of ASWATAX (Leicester & London).
- Hosts “Talking Tax Podcast,” covering EOTs, IHT, R&D, and more.
Contact Details
- Website: www.aswatax.co.uk
- Email: omar@aswatax.co.uk or taxadvisory@aswatax.co.uk

Practical Tips

Don’t delay—review your business and property structures now ahead of April 2026.
Always seek bespoke, specialist advice before making structural tax decisions.
Consider both current and future family/succession needs in your planning.
Use comparative calculations to assess incorporation or restructuring benefits.
Mention WealthBuilders if contacting Omar for tailored support.

Resources Mentioned

Join the Inheritance Tax Guide Waitlist
WT103 - Employee Ownership Trusts w/ Chris Budd
WT295 - The Exit Roadmap: How to Sell Your Business for Maximum Value w/ Chris Spratling

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
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In this episode, Kevin and Christian break down 21 practical ways to generate recurring income, drawing on the WealthBuilders “Seven Pillars of Wealth” framework. They explore both traditional and entrepreneurial strategies, offering actionable ideas for homeowners, business owners, investors, and anyone looking to build more reliable income streams. Whether you’re just starting your wealth-building journey or looking to diversify, you’ll gain fresh insights, real-life examples, and clear steps to help you take action and move closer to financial independence.

Key Takeaways

The Seven Pillars of Wealth:
- Understand the core asset classes—home capacity, pensions, investments, property, business, intellectual property, and joint ventures—and how each can generate recurring income.
21 Practical Income Ideas:
- Learn actionable strategies within each pillar, from renting out a room in your home to leveraging intellectual property and collaborating on joint ventures.
Traditional vs. Entrepreneurial Pillars:
- Discover the difference between “parked money” assets (like your home or pension) and proactive, entrepreneurial pillars (like business and IP) that can accelerate your path to financial independence.
Customising Your Wealth Plan:
- Why you don’t need all seven pillars—just a focused approach on the ones that fit your skills, resources, and interests.
Real-Life Examples:
- Hear stories from WealthBuilders members who’ve used these strategies, including creative uses of SSAS pensions, building property portfolios, and launching subscription businesses.
Community & Collaboration:
- The power of learning from others, sharing ideas, and building wealth together within a supportive community.

Episode Highlights

The “light bulb moment” of seeing wealth through the lens of recurring income
How to assess your current income streams and spot new opportunities
Step-by-step examples for each pillar, including:
- Home capacity: Rent-a-room, equity release, creative use of space
- Pensions: SSAS loanbacks, consolidating lost pensions, lending from your pension
- Investments: Dividend stocks, options trading, crowdfunding
- Property: Rental income, commercial-to-residential, rent-to-rent strategies
- Business: Subscription models, membership sites, gateway/affiliate businesses
- Intellectual Property: Books, courses, licensing, franchising
- Joint Ventures: Referral income, strategic partnerships, collaborative deals
The importance of taking action—choosing one or two strategies to start
How to avoid common pitfalls like “delegating into abdication” with your assets

Resources Mentioned

WealthBuilders’ “Seven Pillars” framework
What is a SSAS Pension
Government pension tracing services

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
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This week marks a major milestone for WealthTalk as Christian Rodwell and Kevin Whelan celebrate the 300th episode of the podcast. The duo reflect on six years and seven months of weekly episodes, share key listener stats, and discuss how WealthBuilders has evolved—and where it’s headed next. They highlight the importance of family, recurring income, and legacy, and preview upcoming changes in content and focus, including the impact of new inheritance tax rules and the growing relevance of women in wealth. Listeners are invited to join the conversation, share feedback, and help shape the future of WealthTalk.

Key Topics Covered

Celebrating 300 Episodes:
- Launched in February 2019; over six years of consistent weekly content.
- Gratitude to loyal listeners, including some who have listened to every episode—twice!
Top 3 Most Downloaded Episodes:
How to Create a Family Trust Fund (Ep. 122, with Paul Brooks)
From Zero to £20,000 a Month – A Property Journey (with Heather Smale)
The Seven Pillars of Wealth (Kevin’s book and framework)
WealthBuilders Philosophy:
- Wealth is about more than money: it’s about family, recurring income, community, and legacy.
- The importance of holistic and family-oriented financial planning, not just individual advice.
- Moving away from siloed, percentage-based advice toward fixed, results-driven fees.
Looking Ahead:
- Upcoming focus on inheritance tax changes and their impact on families (April 2027).
- Plans for a new guide and waitlist for those affected: wealthbuilders.co.uk/iht.
- Increasing attention to women and wealth, especially in light of the generational wealth transfer.
- Embracing technological change: AI, digital currencies, and the evolving financial landscape.
Community & Feedback:
- Listeners encouraged to provide feedback, suggest topics, and leave reviews (wealthbuilders.co.uk/reviews).
- Plans to feature more case studies, topical content, and diverse presenters.
Legacy & Future Direction:
- WealthBuilders aims to help clients create, build, protect, and pass on wealth and wisdom.
- Focus on family charters, values, and genuine legacy planning for future generations.

Practical Tips

Review Your Family’s Financial Planning:
- Consider collective strategies for savings and investments to maximise benefits and reduce costs.
Plan for Inheritance Tax:
- Stay informed about upcoming changes and take early action to protect your family’s legacy.
Get Involved in the Community:
- Share your feedback, ask questions, and let the WealthBuilders team know what topics matter most to you.
Leave a Review:
- Help WealthTalk reach more people by leaving a quick review on your favourite platform.

Links & Resources

Join the Inheritance Tax Guide Waitlist
Leave a Review

Top 3 Most Downloaded Episodes:

WT122 - How To Create A Family Trust Fund - SSAS Pensions, what WB are well know for, and also Family direction
From Zero to £20k/month w/ Heather Smail - interviewing successful entrepreneurs across business, property and investing
[Bonus] AudioBook: The 7 Pillars of Wealth, Kevin Whelan - the core IP of WealthBuilders, taught in the Academy which we launched at the same time as the podcast early 2019
Seven Pillars of Wealth Book

Quotes

“Wealth is not just about money—it’s about family, recurring income, and legacy.”
“There’s a lack of wisdom being transferred to the next generation. We want to change that.”
“Confused minds are the very fuel for a financial industry that tries to keep people in the dark. We want to bring clarity.”

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
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In this episode, Christian Rodwell speaks with Tracy Hilliard about the unique challenges women face on the journey to financial independence. Tracy shares her personal transformation—from financial insecurity to independence in under five years—and discusses the societal, educational, and confidence-related barriers that often hold women back. The conversation also introduces the WealthBuilders for Women programme, designed to provide tailored support, education, and community for women ready to take control of their finances.

Key Topics Covered

Why Wealth-Building is Different for Women
- The impact of societal expectations and traditional roles
- Lack of confidence and financial education
- The gender pay and pension gaps, and their long-term effects
Barriers to Financial Independence
- Gender pay gap: women earn on average 13% less per hour
- Pension gap: women’s average pension pot is less than half men’s (£39k vs £84k)
- Women typically live longer, requiring more financial security in later life
Tracy’s Wealth Journey
- Started with limited financial knowledge and confidence
- Used the WealthBuilders process: mapped assets, consolidated pensions, and diversified investments (stocks, crypto, property)
- Achieved financial independence in under five years by focusing on asset income and recurring revenue
Lessons for Women in Wealth
- The importance of taking stock: knowing where your money and assets are
- Building confidence through education and community support
- Simple steps like setting up ISAs and writing wills
- The power of learning from others and asking questions in a supportive environment
Introducing WealthBuilders for Women
- A new programme in development, led by Tracy, focused on education, support, and connection
- Designed for women, shaped by women’s input and needs
- Waitlist now open: no commitment, just an opportunity to express interest

Practical Takeaways

Take stock of your finances: list your assets, pensions, and savings
Don’t be afraid to ask “basic” questions—education is key
Use tax-efficient investment vehicles like ISAs, even with small amounts
The right community can boost your confidence and accelerate your results
Writing a will is a simple but crucial step for protecting your wealth and family

Call to Action

If Tracy’s story resonates with you and you’d like to be part of a supportive community focused on women’s wealth-building, join the waitlist for the WealthBuilders for Women programme.

No cost, no commitment—just the first step towards your financial independence.

Resources Mentioned:

Join the Waitlist: WealthBuilders for Women

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
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In this week’s episode, we take a new approach—using AI to debate and unpack Kevin Whelan’s “The 7 Pillars of Wealth: Your Guide to Complete Financial Independence in the 21st Century.” Drawing on the WealthBuilders philosophy, we explore the actionable blueprint for building lasting wealth, why the old rules no longer work, and how anyone can start their journey to financial independence—regardless of their starting point.

Key Topics Covered:

The 21st Century Wealth Paradigm
- Why wealth-building today is about more than just accumulating money
- The shift from individual to collaborative wealth creation
Kevin Whelan’s Blueprint: The Pantheon Analogy
- The structure: a solid foundation, seven pillars, and a protective roof
- The guiding principle: Never let a month go by without building wealth
The Foundation: Financial Smartness
- Four key areas:
  - Debt smart: Manage or eliminate debt strategically
  - Tax smart: Use tax advantages legally and intelligently
  - Bill smart: Optimise regular expenses to free up capital
  - Sure smart: Protect your plan against the unexpected
The Roof: The Three L’s
- Legal: Wills, trusts, and asset ownership
- Legacy: Passing on wealth and purpose
- Legend: Sharing financial wisdom to build an enduring legacy
The 7 Pillars of Wealth
Home Equity – Leveraging your home as an asset, not just a liability
Pensions – Unlocking the power of pensions for current and future wealth
Investments – Building confidence and protecting against market volatility
Property Portfolio – Beyond buy-to-let: creative property strategies
Business – Working on your business, not just in it, for maximum ROI
Intellectual Property – Monetising your ideas and expertise
Joint Ventures – The power of collaboration to accelerate wealth
The New Financial Reality
- The “triple whammy”: Demise of final salary pensions, unreliable state pensions, and low annuity rates
- Why the next generation faces new challenges—and opportunities
Mindset Shifts & Practical Steps
- The importance of a personal “why” as your catalyst
- The new declaration of financial independence: Seven core values for WealthBuilders
- The three stages of asset income: Security, Independence, Abundance
Common Traps and How to Avoid Them
- The “five C’s”: Consumed, Capacity, Complexity, Confusion, Catalyst
- Why a multi-pillar mentor and strategic plan are now essential

Practical Takeaways

Every financial decision should move you closer to building wealth—there are no neutral choices.
Identify your “financial independence number”: the monthly asset income you need for the life you want.
Embrace collaboration—joint ventures can unlock exponential growth.
Focus on legacy: True wealth is about passing on values and wisdom, not just money.
Take action: Decide “how much, by when?” and commit to your own journey.

Resources Mentioned:

Download 'The 7 Pillars of Wealth' eBook by Kevin Whelan

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

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In this episode of WealthTalk, Christian Rodwell sits down with Paul Tinker, founder of the Construction Training Academy. Paul shares his journey from a disciplined career in the army to delivering over £300 million in construction projects and eventually launching a business focused on training and mentoring others in the property and construction sectors.

Paul uncovers the biggest overlooked opportunities in the industry—emphasising the importance of business acumen over technical skill, and the value of bridging the gap between property developers and construction professionals. He introduces his “CLARITY” framework for project pricing and management, which has helped clients dramatically increase their project values and professionalism.

Listeners will hear Paul’s practical insights on creating income streams beyond hands-on building, such as consulting, project management, and pre-construction services. He also discusses leveraging pensions for property investment, the critical role of mindset and community, and lessons learned from both failures and successes along his entrepreneurial journey.

Paul’s story is a testament to the power of systems, resilience, and the willingness to pass on knowledge to others. The episode wraps up with actionable advice for newcomers to property or construction, ideas for building recurring income, and details on how to connect with Paul and his thriving community.

Key Topics Covered

Paul’s Background:
- 14 years in the army, then corporate construction management
- Delivered over £300 million in projects, 3,000+ refurbishments
- Transitioned to entrepreneurship and training after seeing industry gaps
Opportunities in Construction & Property:
- The biggest opportunity is becoming business-savvy, not just skilled
- The gap between property developers/investors and construction professionals
- Importance of bridging business and compliance for better project outcomes
Frameworks for Success:
- Introduction to Paul’s “CLARITY” framework for project pricing and management
  - Complete inclusions, listed exclusions, assumptions, requirements, investment total, terms, and unique selling points
- Real-world example: Client increased average quote from £3k to £158k using this approach
Income Streams Beyond Building:
- How to generate income in construction/property without being hands-on
- Consulting, project management, pre-construction services, and working with estate agents
- Leveraging pensions (SSAS) for property and business investment
Mindset & Lessons Learned:
- Mindset, courage, and strategy as the keys to success
- Community and collaboration: Growing a 7,200+ member Facebook group
- Learning from failures: The importance of market-testing before launching products
Career & Life Lessons:
- Discipline and process from the army applied to business
- The entrepreneurial journey: From corporate to self-employed, overcoming setbacks
- The importance of passing on knowledge and mentoring others
Practical Tips for Newcomers:
- Advice for those with capital but no time or experience:
  - Hire a project manager/consultant, or invest in education tailored to your learning style
- How to select the right support and training for your goals
Upcoming Events & How to Connect:
- Free networking day: 30th August, Brecon Beacons
- Retreat in Cyprus launching in 2027
- Best place to connect:Construction Training Academy Facebook group

Actionable Takeaways

Don’t just focus on skills—develop business acumen for long-term success
Use structured frameworks for pricing and project management
Explore recurring income streams like consulting and pre-construction services
Leverage your pension for property investment opportunities
Mindset and community are as important as strategy
Always test demand before launching a new product or service

Resources Mentioned:

Check out Paul Tinker’s website: https://www.constructiontrainingacademy.com/
Connect with Paul on Facebook: https://www.facebook.com/constructionmasterclass
Follow Paul on TikTok: https://www.tiktok.com/@paultinker
Download the free Inheritance Tax Guide here: https://wealthbuilders.co.uk/IHT
Take the Wealth Dynamics test here: https://www.wealthbuilders.co.uk/wealth-dynamics
See if you qualify for a SSAS pension by filling out this form: SSAS Eligibility Form

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
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In this episode, Christian and Kevin revisit the hot topic of the government’s proposed inheritance tax (IHT) changes affecting pensions from 2027. Following a surge in listener interest, they clarify what’s changed, who’s now responsible, and what practical steps listeners must take to protect their wealth and family.

Key Discussion Points:

Background:
- The government plans to tax pensions on death, a major shift from past policy.
- The responsibility for reporting and paying this tax will now fall on personal representatives (executors), not financial services companies.
Why This Matters:
- Most executors are chosen for trust, not financial knowledge.
- Executors are now legally liable for getting it right – mistakes could mean personal financial penalties.
Practical Risks:
- Many people don’t know where all their pensions are or which are taxable.
- Appointing a professional executor (like a bank) could cost families a significant portion of their inheritance, sometimes unnecessarily.
Action Steps:
- Review your will and your choice of executors.
- Ensure your executor is financially savvy or has access to professional advice.
- Consolidate pensions where sensible for simplicity and clarity.
- Avoid defaulting to professional institutions as executors without understanding the costs.
WealthBuilders’ Support:
- WealthBuilders is creating two practical guides:
  1. For those making a will (how to choose an executor)
  2. For executors (what their new responsibilities entail)
- Guides will be available soon at wealthbuilders.co.uk/IHT and wealthbuilders.co.uk/executor
Final Advice:
- Awareness is key: know your assets, your will, and your executor’s readiness.
- Take action now—don’t wait until it’s too late.

Call to Action:

Sign up for the forthcoming guides at wealthbuilders.co.uk/IHT
Review your will and executor choices
Share this episode with anyone who has a pension and a family
Contact WealthBuilders with questions or to book a call via the website

Resources Mentioned:

Download our free guide on inheritance tax changes for pensions: wealthbuilders.co.uk/IHT
Be the first to access our upcoming Guide for Executors — register your interest here: wealthbuilders.co.uk/executor
Catch up on WealthTalks episode on IHT changes: How to Protect Your Pension from Inheritance Tax Changes Coming in 2027

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
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In this episode, Christian Rodwell welcomes Chris Spratling—seasoned entrepreneur, advisor, and author of “The Exit Roadmap: The Insider’s Guide to Selling Your Business Profitably.” With over 30 years’ experience in scaling, buying, and selling businesses, Chris shares vital insights on preparing for a successful business exit, maximising value, and planning for life beyond the sale.

Key Topics & Takeaways

Chris’s Background & Relationship with WealthBuilders
- Over 30 years’ experience in business exits and scaling
- Longstanding collaboration with Kevin Whelan and the WealthBuilders community
The Seven Pillars of Wealth & Business as a Pillar
- Importance of integrating business, property, and intellectual property in wealth strategies
- Using SSAS pensions and commercial property for long-term planning
Who Chris Helps
- Focus on ambitious SME owners (turnover £2M–£30M)
- Chalk Hill Blue’s approach to scaling and preparing businesses for exit
Why Most Business Owners Struggle to Exit Successfully
- 80% of personal wealth often tied up in the business
- Less than 20% of businesses listed for sale actually sell
- Common pitfalls: overestimating value, lack of preparation, misunderstanding buyer motivations
Stages of Preparing for a Business Exit
Seller Readiness: Clarifying motivations, financial needs, and post-exit plans
Business Readiness: Building value through 10 key drivers (growth, scalability, recurring revenue, differentiation, reduced reliance on individuals/customers, strong processes, etc.)
Process and Systems: Importance of automation, AI, and streamlining tasks to ensure business runs without the owner
Quick Wins for Business Owners
- Assess current financial position and retirement gap
- Use Chalk Hill Blue’s free Exit Readiness Survey for personalised feedback
- Focus on one or two value drivers for immediate impact
The Role of AI and Automation
- Embracing AI for efficiency, productivity, and future-proofing business operations
- Real-world examples from Chris’s clients and his own accountancy practice
Family Business Transitions
- Importance of education and tailored succession planning
- Creating freedom and options before selling or stepping back
Timeline for Selling a Business
- Realistic prep: 2 years to get “sale-ready,” plus 9–12 months to complete a sale
- Most deals involve staged payments and handover periods
Finding Buyers and Structuring the Deal
- Importance of assembling a deal team (IFA, tax, legal, corporate finance)
- Different exit routes: trade sale, management buyout, employee ownership trust, family office, etc.
- Creating competition to maximise sale price
Life After Exit
- Planning for the “next chapter” to avoid post-sale regret or loss of identity

Practical Tips

Start exit planning early—ideally at least 2 years in advance
Focus on building recurring revenue and reducing reliance on the owner
Use automation and AI to streamline processes and increase business value
Educate and engage the next generation for family business continuity
Assemble a strong advisory team for the exit process

Resources Mentioned

Grab a copy of Chris Spratling's book: “The Exit Roadmap: The Insider’s Guide to Selling Your Business Profitably”
Check if you are you truly ready to exit. Take the Exit Readiness SurveyIt's a free, personalised exit readiness report.
Contact Chris:
- Chris Spratling on Linkedin
- Chris Spratling Website
WT103 - Employee ownership trusts w/ Chris Budd
WT38 - The 8 Drivers Of Business Value - Richard Perry

Connect with Us:

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
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In this episode, Christian Rodwell sits down with insurance expert Josh Munt to explore the often-overlooked world of insurance for property investors, business owners, and professionals. Josh shares practical tips, common pitfalls, and actionable strategies to ensure you’re properly covered—without overpaying or leaving yourself exposed.

Key Discussion Points

Josh’s Background & Core Audience:
- 20+ years’ experience as a specialist insurance broker
- Focus on property professionals and commercial clients
Why Insurance Matters:
- The real purpose: making sure claims are paid
- Why underinsurance is so common (76% of UK buildings are underinsured)
Most Common Mistakes:
1. Incorrect Rebuild Values:
  - Many insure for market value, not rebuild cost
  - Rebuild values have risen sharply post-COVID; regular reviews are essential
  - Tools and affordable surveys for accurate valuations
2. Tenant Type Disclosure:
  - Changing tenants (e.g., from office to restaurant or social housing) alters risk
  - Not notifying insurer can lead to denied claims
3. Ignoring Policy Conditions:
  - Most skip reading policy wordings—key is to check ‘endorsements’ or ‘conditions’ sections
  - Failing to meet conditions (like property inspections) can void cover
Premiums vs. Cover:
- Why focusing solely on the cheapest premium can backfire
- Importance of tailoring cover to your real risks
Benefits of Using a Specialist Broker:
- Tailored policies for unique risks
- Wide market access and claims assistance
- Support for both property and business insurance under one roof
Insurance Tips for Business Owners:
- Insure for loss of income, not just property
- Consider all eventualities: liability, legal expenses, cyber risks
Advice for Solopreneurs & SMEs:
- Cyber insurance is crucial for online businesses
- Manual trades need robust liability cover
- Professional indemnity for service providers
Ways to Lower Insurance Costs:
- Self-insure for small risks and increase excess
- Bundle multiple properties under one policy for savings and simplicity

Final Thoughts
Insurance may not be the most exciting part of wealth-building, but as Josh explains, it’s one of the most critical. Failing to declare something or reviewing your cover too late could cost thousands. With the right advice, you can ensure you’re covered properly, avoid costly mistakes, and potentially save money in the long run. As a special bonus, Josh is offering a waived admin fee for WealthBuilders listeners who mention the podcast when they enquire.

Resources mentioned in this episode

Your admin fee is waived! Simply mention WealthBuilders when you enquire to Insurance Desk.
LinkedIn: Josh Munt

Connect with WealthBuilders

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
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In this inspiring Member Spotlight, Christian Rodwell talks to Bimbi Fernando, a transplant surgeon who joined WealthBuilders Academy in February 2021. Bimbi shares his journey from financial insecurity during the COVID-19 pandemic to achieving financial independence in 2024. He discusses the catalysts for change, the asset classes he focused on, the importance of education and community, and how he’s now using his experience to build a purposeful legacy.

Key Topics Covered

Catalyst for Change:
How the COVID-19 pandemic and personal experiences highlighted the need for financial security and protection for loved ones.
Choosing WealthBuilders:
The journey from property education to discovering the WealthBuilders community, and the support received from Kevin Whelan and Christian Rodwell.
Financial Independence Roadmap:
- Moving from financial insecurity (despite a well-paid job and existing properties) to security and then independence.
- Leveraging property, investments, and innovative financial tools (e.g., Director’s Loan ISA) to build multiple streams of recurring income.
Education and Support:
- The crucial role of education in understanding and managing risk.
- Value of coaching and accountability—special mention to Bimbi's Wealth Coach, Manish Kataria and the WealthBuilders community.
Protection and Legacy:
- Revisiting wills, setting up trusts and powers of attorney to protect family and assets.
- Vision for purposeful retirement and building an “Institute of Kindness” to make a wider impact.

Practical Takeaways

Start with Education:
Don’t underestimate the value of learning and community support in your wealth-building journey.
Diversify Income Streams:
Combining property, investments, and innovative financial products can accelerate your path to independence.
Plan for Protection:
Ensure you have up-to-date wills, trusts, and powers of attorney in place as part of your financial plan.
Leverage Community:
Accountability and support from mentors and peers can make the journey less lonely and more effective.
Purpose Beyond Independence:
Achieving financial independence opens doors to legacy projects and giving back, such as Bimbi’s focus on kindness and purposeful retirement.

Final Thoughts

Bimbi’s story is a testament to the power of education, community, and taking action. For anyone considering starting their own journey, he encourages weighing the risks of inaction against the benefits of joining a supportive network like WealthBuilders. If it’s important enough, you’ll find a way to make it happen.

Resources mentioned in this episode

Bimbi Fernando's book on Kindness 'The Forgotten Compass: Discover the Life Secret to Allow You to Flourish Beyond Your 50s'
Click here to know more about the Wheel of Wealth

Connect with WealthBuilders

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
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In this week's WealthTalk episode, Christian and Kevin dive deep into the major changes coming to inheritance tax on pensions from April 2027.

They explain how these changes impact UK pension holders, why awareness and action are critical, and practical steps to protect your legacy.

The discussion covers the basics of inheritance tax, the new rules for pensions, the benefits of consolidating pensions, and how SSAS pensions can offer unique advantages for business owners and families.

The episode is packed with actionable advice, real-life scenarios, and essential tips to help listeners safeguard their wealth for future generations.

Key Takeaways:

1. What’s Changing: From April 2027, pension assets will be included in your estate for inheritance tax purposes, potentially increasing tax bills for families.

2. How Inheritance Tax Works: Understanding nil rate bands, residence nil rate bands, and how thresholds apply to individuals and couples.

3. Why Consolidate Pensions: Multiple pensions can mean multiple fees and administrative headaches—consolidation can simplify estate planning and reduce costs.

4. SSAS Pensions: How Small Self-Administered Schemes can offer flexibility, family involvement, and strategies to mitigate inheritance tax.

5. Gifting Strategies: The difference between gifting from capital (subject to seven-year rule) and gifting from income (no seven-year rule).

6. The Role of Wills & Trusts: Why pensions usually sit outside your will, and the importance of using trusts for life insurance and asset protection.

Action Steps:

Check your state pension status.
Locate and consolidate your pensions.
Learn about SSAS and its benefits for business owners.
Review your estate planning, including wills, trusts, and powers of attorney.

Building a Family Wealth Legacy: Involving the next generation, sharing financial wisdom, and using family wealth structures to maintain and grow assets.

Practical Tips:

Don’t wait until 2027—start reviewing and organising your pensions now.
Put life insurance policies in trust to avoid unnecessary inheritance tax.
Use SSAS pension features like loanback and earmarking to support family wealth and business growth.
Download the Guide - Click here to join the waitlist for the upcoming step-by-step guide on inheritance tax and pensions.

Resources mentioned in this episode Download the Guide:* Click here to join the waitlist for the upcoming step-by-step guide on inheritance tax and pensions.

Connect with WealthBuilders

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
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In this episode, Christian Rodwell welcomes Alex Norian (founder of IWN Accountancy) and Ben Lansdown (Director of Analytics, IWN Analytics) to discuss the evolving landscape for UK property investors and landlords.

They explore the challenges of property portfolio management, regulatory changes, and how landlords can use data-driven tools to optimise performance and profitability.

Alex and Ben introduce “Landlord Pulse,” a new analytics platform designed specifically for landlords, and explain how it empowers both new and experienced investors to make smarter decisions with real-time insights.

Key Takeaways:

Treat property investment as a professional business, not a passive sideline.
Use data-driven tools to make timely, informed decisions.
Benchmark your portfolio against local market data to spot opportunities or risks.
Focus on both cash flow and long-term capital growth.
Build relationships with professionals and peers to uncover new opportunities.

Resources mentioned in this episode:

Recurring Income Masterclass [Register Here]
Landlord Pulse Demo Booking
IWN Accountancy
IWN Analytics
Alex Norian [LinkedIn]
Ben Lansdown [LinkedIn]

Connect with WealthBuilders

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
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In this interview, Kevin Whelan and Manish Kataria delve into the intricacies of SSAS pension, exploring how it can serve as a powerful financial tool for business owners.

They discuss the importance of taking action in financial planning, the benefits of collaboration in wealth building, and the implications of inheritance tax on financial strategies.

The conversation emphasises the need for financial education and the potential of SSAS pensions to create wealth now, rather than just serving as a retirement fund.

In this episode, Kevin speaks about the importance of recurring income, effective financial planning, and the significance of protecting wealth through wills and insurance.

Key Takeaways:

Momentum is Better than Meditation: Don’t wait for the perfect time—take small actions now to build confidence and results.
Nobody Will Ever Care About Your Money More Than You: Taking personal responsibility is at the heart of successful wealth-building.
SSAS Pensions Offer Unique Control and Flexibility: Ideal for business owners looking to invest in property, business, or even lend to their own company.
Keep It Simple: Simplicity in your finances and investment strategy often leads to better results than chasing complexity.
Plan for Both Wealth Creation and Protection: Wills, powers of attorney, and insurance are essential tools for safeguarding your family’s future.
Focus on Recurring Income: Building assets that pay you every month is the key to long-term financial independence.

Resources Mentioned In This Episode:

Manish Kataria (LinkedIn)
Government Pension Tracing Service (for lost pensions)

Connect with WealthBuilders

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
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Welcome to another insightful episode of Wealth Talk, where we explore the strategies, tools, and mindset shifts that help you build lasting wealth. This week, host Christian Rodwell is joined by Karen Williams, book mentor and founder of Librotas, who helps coaches, consultants, and business owners turn their ideas into impactful books that elevate their authority and attract new opportunities.

Key Topics & Takeaways:

The Real Value of a Book:
Why books rarely make you rich from sales alone, but can transform your business as part of your wider intellectual property and personal brand.
Who Should Write a Book?
Ideal candidates, including entrepreneurs, coaches, consultants, and CEOs seeking to boost their credibility and open new opportunities.
Karen’s Story:
How publishing her first book changed her business, and why the process is both easier and more competitive today.
Unexpected Opportunities:
Real-life client stories—from global speaking gigs to film projects—that started with publishing a book.
Practical Tips to Get Started:
Why structure and planning are essential, overcoming “blank page syndrome,” and how to avoid overcomplicating the process.
The ‘Smart Author’ Process:
Karen’s step-by-step system for moving from idea to publication, including messaging, structure, writing, feedback, editing, and launch.
Publishing Options Explained:
A simple breakdown of self-publishing, hybrid, and traditional publishing—plus how to choose what’s right for you.
Marketing Your Book:
Building your list as you write, leveraging social media and podcasts, and using your network for a successful launch.
The Role of AI:
How tools like ChatGPT and Grammarly can support the writing and editing process—without replacing your unique voice.
Karen’s Free Resource:
Download Karen’s “9 Pieces of Content Hiding in Your Business” to help you uncover valuable content you already have.
Summer Writing Challenge:
Details on Karen’s upcoming writing challenge, including workshops, AI training, and group writing sessions to help you finally get your book done.

Action Steps:

Reflect: “How would you feel if you didn’t write your book?” Karen’s final advice is to consider the opportunity cost of waiting.
Download Karen’s free resource: Get the “9 Pieces of Content Hiding in Your Business” —plus full details about the upcoming Summer Writing Challenge once they are available

Links & Resources

Karen Williams "9 Pieces of Content Hiding in Your Business" - Download here
Karen Williams LinkedIn: linkedin.com/in/karenwilliamslibrotas
Karen Williams Facebook: facebook.com/librotas
Karen Williams Instagram: instagram.com/karenwilliamslibrotas
Karen Williams X(formerly Twitter): x.com/librotas

Connect with WealthBuilders

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your WealthBuilding Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
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Welcome to another insightful episode of Wealth Talk, where we explore the strategies, tools, and mindset shifts that help you build lasting wealth. This week, host Christian Rodwell is joined by Paul Green, a former airline pilot turned sales strategist, who now helps entrepreneurs grow their businesses by building genuine connections through WhatsApp.

Key Topics & Takeaways

1. Paul’s Entrepreneurial Journey

From losing his pilot job during the pandemic to launching a resilience training business.
Creative outreach with Lego and QR codes led to unexpected NHS conversations and a £3M contract offer.

2. Why WhatsApp?

92% of the UK population uses WhatsApp.
Achieves up to 95% open rates—far surpassing email and phone.
It’s where real conversations and relationships happen.

3. Sales & Marketing ‘Flight Plan

Adapting aviation principles: Takeoff (initiate), Cruise (nurture), Landing (close the sale).
Automation should enhance—not replace—the human experience.

4. Humanising Your Messaging

Use video, voice notes, and even selfies for personal, authentic touchpoints.
Don’t over-polish—background noise and informal messages build trust.

5. WhatsApp in Action

Case studies: Schools sending personalised videos, event/webinar invitations, and ongoing client updates.
Dramatic improvements in webinar attendance and lead engagement when using WhatsApp over email.

6. Automation & AI

Start manually, then layer in automation for speed (e.g., instant replies to new leads).
AI can help with FAQs, but always offer a route to a real person.

7. Common Mistakes

Trying to sound too corporate or scripted.
Failing to respond quickly—speed is critical for conversions.

8. Paul’s WhatsApp Playbook

Free resource: Campaign templates, strategies, and a walkthrough webinar.
Available at clientfunnels.co.uk—download triggers a WhatsApp conversation with Paul.

9. Paul’s Challenge to Listeners

Message 10 people on WhatsApp in the next 10 minutes and see what happens!

Links & Resources

Paul Green LinkedIn: linkedin.com/in/paul-green-fo
Paul's Playbook: clientfunnels.co.uk/wealth
Paul on Facebook: facebook.com/paul.greenld
Paul on Instagram: instagram.com/paulgreenId

Connect with WealthBuilders

Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.
For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!

Next Steps On Your Wealth Building Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

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Welcome to another insightful episode of WealthTalk, where we explore the strategies, tools, and mindset shifts that help you build lasting wealth. This week, host Christian Rodwell is joined by Jon Rumens, founder of FocusMe, a powerful tool designed to help individuals and businesses master their time, block distractions, and supercharge productivity.

Key Topics Covered:

The Time Trap: Why distractions and poor time management are the #1 reason people struggle to build wealth.
Jon’s Wealth-Building Story: How joining a Property Mastermind inspired Jon to set up a SSAS pension and invest in property and business ventures.
Birth of FocusMe: Jon’s frustration with digital distractions led him to build FocusMe—a robust tool that blocks time-wasting sites and helps users stay on task.
Recurring Income & Freedom: Jon’s transition from side hustle to full-time entrepreneur, and why recurring income is key to flexibility and financial independence.
ReclaimTime for Teams: How Jon expanded his focus tool for businesses, enabling organisations to track digital behaviour, support employee wellbeing, and boost productivity.
Practical Tips for Listeners: Jon shares actionable strategies for reclaiming your time, including focus blocks, starting with one habit at a time, and using tech tools to automate discipline.
Special Offers: WealthTalk listeners get a 2-week free trial of FocusMe and 20% off their first subscription (use code: WealthTalk). Businesses can try ReclaimTime free for 30 days.

Why This Matters for WealthBuilders

Time is your most valuable asset. Whether you’re an ambitious employee, solopreneur, business owner, or property professional, mastering your schedule and eliminating distractions is critical for building wealth. Jon’s story and solutions align perfectly with the WealthBuilders philosophy: leverage your assets, systemise your habits, and focus on what matters most.

Key Quotes

“It kind of puts your discipline on autopilot.” – Jon Rumens
“The best strategy for changing habits is to focus on one thing at a time.” – Jon Rumens
“Recurring income gives you the freedom to be your own boss.” – Jon Rumens

Resources Mentioned:

FocusMe – Productivity and Focus App
WealthBuilders – Personalised Wealth Plans
Coupon Code: WealthTalk (for 20% off FocusMe subscription)

Connect with Us:

Subscribe to WealthTalk on Spotify, Apple Podcasts, or your favorite podcast platform.
Follow us on YouTube and join the conversation.
For WealthBuilders members, access exclusive resources through the Wealth Hub.

Next Steps On Your Wealth Building Journey: 

Ready to reclaim your time and accelerate your wealth journey? Try FocusMe today and let us know your results!
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Welcome to another insightful episode of Wealth Talk, where we dive into the vital role of cash in building a resilient financial plan. This week, host Christian Rodwell is joined by Giles Hutson, co-founder and Executive Chairman of Insignis Cash. With a wealth of experience in investment banking and entrepreneurship, Giles shares practical strategies for optimising cash, managing risk in retirement, and future-proofing your financial decisions in a changing economic landscape.

Key Topics Covered:

The founding story of Insignis Cash and its mission to simplify access to the UK banking system.
How Insignis helps clients diversify risk and optimise returns through a multi-bank platform.
The importance of cash in retirement planning and managing sequencing risk.
Insights into cash strategies for SSAS pensions and the FCA’s Retirement Income Review.
Predictions on the future of interest rates and their impact on savers.
How technology and AI are shaping the financial services industry.
Tips for navigating the risk of bank collapses and ensuring access to funds.
The great wealth transfer: strategies for intergenerational wealth management.

Why Listen?

If you’re looking to optimise your cash management, reduce risk, and better understand the role of cash in building a secure financial future, this episode is packed with actionable insights. Giles also offers a behind-the-scenes look at the evolution of Insignis Cash, its innovative platform, and how it’s empowering individuals, businesses, and pension trustees to make smarter financial decisions.

Resources Mentioned:

Learn more about Insignis Cash: www.insigniscash.com
WealthBuilders Wealth Hub: WealthBuilders Website

Connect with Us:

Subscribe to Wealth Talk on Spotify, Apple Podcasts, or your favorite podcast platform.
Follow us on YouTube and join the conversation.
For WealthBuilders members, access exclusive resources through the Wealth Hub.

Next Steps On Your Wealth Building Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Welcome to another insightful episode of Wealth Talk, where we explore the world of creative property strategies with Paul Stapleton. Paul shares his inspiring journey into entrepreneurship, discussing how he built a property company, launched a training academy, and established event businesses. This episode is packed with actionable insights and innovative strategies for those looking to succeed in the ever-changing property market.

Topics Discussed:

[00:00] Creative Property Strategies Unveiled – Paul introduces his approach to property investment.
[05:09] The Journey into Entrepreneurship – How Paul’s entrepreneurial spark was ignited by The Apprentice and his focus on tenanted properties.
[10:57] Exploring Fractional Sales and Overage Sourcing – Breaking down properties for individual sales and earning uncapped commissions.
[25:29] Understanding Assisted Sales – Simplifying the process for investors and achieving significant ROI.
[30:42] Simplifying Property Training – Making property education actionable and accessible through his Training Made Simple Academy.
[35:01] Building Recurring Income – Why recurring income is essential for financial stability.
[36:32] The Importance of Networking – Building relationships with estate agents and meeting potential partners.
[41:12] Key Insights and Book Recommendations – Influential books that shaped Paul’s journey.
[42:47] Upcoming Events and Opportunities – A look at events fostering community and learning in the property sector.

Key Takeaways:

Paul’s focus on creative deals, such as fractional sales and overage sourcing, allows for innovative income strategies.
Simplifying property training helps clients take actionable steps toward financial independence.
Networking is a cornerstone of success in property investment.
Mindset, belief, and problem-solving are vital skills for navigating the property market.

Resources Mentioned In This Episode: 

25% off for WealthTalk listeners to the Property Entrepreneur Summit – Saturday, 14th June 2025, in Milton Keynes, UK.
Connect with Paul Stapleton on LinkedIn

Next Steps On Your Wealth Building Journey: 

Join the WealthBuilders Facebook Community
Schedule a 1:1 call with one of our team
Become a member of WealthBuilders

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In this episode of WealthTalk, Christian Rodwell is joined by Anthony Bailey-Grice, Managing Director of LNPG, the UK’s largest buying group exclusively for private landlords. Anthony shares the origin story of LNPG, born from the challenges private landlords face when trying to secure fair pricing and high-quality products, and how the company has grown into a powerful resource for landlords seeking better margins and stronger supplier relationships.

Anthony explains how LNPG leverages contract pricing to unlock exclusive savings, why a tiered membership model supports landlords at every stage, and the importance of recurring income in building a sustainable business. He also highlights how onboarding and education—through monthly webinars and a thriving Facebook community—play a crucial role in helping members maximise the value of their membership.

Whether you’re a seasoned landlord or just starting out, this episode offers a behind-the-scenes look at how LNPG empowers its members with access, knowledge, and a supportive community—ultimately helping landlords save money, improve their properties, and grow their portfolios with confidence.

Tune in to discover how LNPG is reshaping the landlord experience through collaboration, quality, and smarter buying power.

Resources Mentioned In This Episode: 

>> LNPG [WEBSITE]

>> LNPG [FACEBOOK GROUP]

>> LNPG's monthly Non-Members Webinar

>> Recommended Paint

Next Steps On Your Wealth Building Journey: 

Join the WealthBuilders Facebook Community 

Schedule a 1:1 call with one of our team 

Become a member of WealthBuilders  

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In this episode of WealthTalk, we’re joined by Jay Papasan, bestselling co-author of The One Thing, who reveals how mastering focus and embracing fear can be powerful drivers of success in business and life. With host Christian Rodwell, Jay shares his journey from being a book editor to building wealth as an entrepreneur, and how shifting his mindset was the first step towards lasting transformation.

Jay explains how fear is often a signal pointing us toward growth and opportunity, and why learning to focus on just “one thing” can create extraordinary results. He dives into the core concepts behind his book, including the importance of clarity, daily discipline, and aligning your actions with your highest priority. Along the way, he opens up about the real challenges of entrepreneurship, the role of willpower and habit-building, and how integrity and mentorship played pivotal roles in his own success.

This episode is packed with practical advice for anyone on the entrepreneurial path—whether you're feeling overwhelmed by too many choices, unsure where to start, or struggling to maintain momentum. Jay’s insights will help you cut through the noise, take focused action, and build a business and life with purpose.

Tune in now to discover how fear, when met with clarity and courage, can become your greatest ally on the journey to wealth and fulfilment.

Resources Mentioned In This Episode: 

Next Steps On Your Wealth Building Journey: 

Join the WealthBuilders Facebook Community 

Schedule a 1:1 call with one of our team 

Become a member of WealthBuilders  

If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

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In this episode of WealthTalk, we’re joined by Raj Beri, a former scientist turned full-time property investor, who reveals how he built a successful portfolio using innovative strategies—including the Local Housing Allowance (LHA) model) to maximise rental income. With hosts Christian Rodwell and Kevin Whelan, Raj unpacks the complexities of navigating housing benefit tenants, government regulations, and tenant relationships, while debunking common myths that deter many investors from exploring this path.

Raj shares the ups and downs of leaving behind a stable career, the importance of having a financial safety net, and how mentorship and community support have been key pillars in his property journey. He speaks candidly about the challenges of tenant management, the need for adaptability in an ever-changing market, and how leveraging his corporate skills helped him become a more effective landlord and investor.

The episode also highlights Raj’s belief that anyone can succeed in property with the right mindset, education, and support. Whether you're just getting started or looking to expand your strategy, this conversation offers practical insights into achieving long-term wealth through property.

This episode is essential listening for aspiring and experienced property investors alike—especially those curious about high-cashflow models, buy-to-let, HMOs, and building resilience in the face of regulatory change.

Tune in now to learn how Raj Beri transformed his life through property investment—and how you can too.

Resources Mentioned In This Episode: 

>> Raj Beri [LinkedIn]

>> Raj Beri [Website]

>> Brand New! Wheel of Wealth

Next Steps On Your Wealth Building Journey: 

Join the WealthBuilders Facebook Community 

Schedule a 1:1 call with one of our team 

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In this episode of WealthTalk, we’re joined by Donnie Maclean, the founder of Eat Balanced, a company committed to creating healthier pizzas that don’t compromise on taste—developed in collaboration with a professor of nutrition. Donnie takes us through his entrepreneurial journey, highlighting the challenges of building a food brand from scratch, getting into supermarkets, and the even harder task of staying on the shelves.

He shares his philosophy of "health by stealth", aiming to improve nutrition without forcing radical changes in consumer habits. Throughout the conversation, Donnie speaks openly about the emotional roller coaster of business ownership, the importance of accountability, and the lessons he’s learned from years in the industry. His story is one of resilience, innovation, and the constant pursuit of improvement.

The episode also explores Donnie’s transition into the world of business acquisitions and sales, as he discusses the flawed nature of the current system and the emotional toll it can take on business owners. His new venture,Sell to Retire, is focused on supporting entrepreneurs who are ready to exit, by bridging the gap between sellers and buyers with empathy and understanding. Donnie reflects on the essential role of trust and communication in business relationships and shares his belief that financial independence is achievable with the right planning, especially as retirement approaches.

This episode is a must-listen for anyone passionate about entrepreneurship, nutrition, business growth, or preparing for a successful business exit.

Tune in now to hear Donnie’s incredible journey and gain valuable insights that could transform your own business path.

Resources Mentioned In This Episode: 

>> Donnie Maclean [LinkedIn]

>> Health by Stealth [Website]

>> Take the quiz to see if your business is ready to sell

Next Steps On Your Wealth Building Journey: 

Join the WealthBuilders Facebook Community 

Schedule a 1:1 call with one of our team 

Become a member of WealthBuilders  

If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

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Stepping onto a stage or speaking in front of an audience can be intimidating, but mastering public speaking is a game-changer for building confidence, authority, and wealth. For Andy Haynes—award-winning property investor, former BBC presenter, and founder of Speaking Success—effective communication has opened doors to new opportunities and lasting connections.

In this episode, Chris Rodwell and Andy explore the key strategies for becoming a confident speaker, including storytelling techniques, maintaining audience engagement, and using public speaking to elevate your brand. They also discuss how to turn nerves into a powerful asset, the importance of preparation, and why positioning yourself as a speaker can unlock joint ventures and business growth.

If you’re looking to improve your communication skills, build your personal brand, or use public speaking as a tool for wealth creation, this episode is packed with actionable insights to help you take the stage with confidence.

Tune in now and start mastering the art of public speaking!

Resources Mentioned In This Episode: 

>> Andy Haynes [LinkedIn]

>> No More Rent: The First Time Buyer's Key to Unlocking Home Ownership [Amazon]

>> Speaking Success w/ Andy Haynes

Next Steps On Your Wealth Building Journey: 

Join the WealthBuilders Facebook Community 

Schedule a 1:1 call with one of our team 

Become a member of WealthBuilders  

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Leaving behind the familiarity of residential property investment can feel like a big leap, but for Suzi Carter, transitioning to commercial real estate has opened the door to higher returns, greater financial security, and long-term wealth-building opportunities. As a seasoned commercial property expert and founder of The Commercial Property Academy, Suzi has helped countless investors leverage SSAS pensions, navigate economic shifts, and uncover high-yield commercial deals.

In this episode, Chris Rodwell and Suzi dive into the key strategies for succeeding in commercial property, including identifying undervalued properties, understanding tenant demand, and using creative deal structures like lease purchase options. They also explore the latest UK budget changes and how investors can adapt to new tax policies while capitalising on current market opportunities.

If you’re looking to diversify your portfolio, unlock new funding strategies, or build wealth through commercial property, this episode is packed with practical insights to help you take action.

Tune in now and take control of your financial future!

Resources Mentioned In This Episode: 

>> Suzi Carter [LinkedIn]

>> Suzi Carter [Website]

Next Steps On Your Wealth Building Journey: 

Join the WealthBuilders Facebook Community 

Schedule a 1:1 call with one of our team 

Become a member of WealthBuilders  

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Leaving behind a stable corporate career is a big step, but for Ian Bluck, it was the best decision he ever made. After spending 24 years climbing the corporate ladder, he replaced his salary with just one property deal and transformed his approach to wealth building. In this episode, Ian shares how he leveraged property investment, networking, and technology to break free from the constraints of a traditional job and create a life of financial freedom.

We explore the key mindset shifts required to transition from employment to entrepreneurship, the role of recurring income in long-term wealth building, and why surrounding yourself with the right community can accelerate your success. Ian also reveals how AI and automation are changing the game for property investors and business owners, making wealth-building strategies more efficient and scalable.

If you’ve ever wondered what it takes to achieve true financial independence, this episode is packed with valuable insights and practical steps to help you take control of your future. Whether you’re looking to grow your property portfolio, integrate smarter technology into your business, or develop the right wealth-building habits, Ian’s journey offers inspiration and actionable advice.

Tune in now and take control of your financial future!

Resources Mentioned In This Episode: 

>> Ian Bluck [LinkedIn]

>> Get Your Free AI Property Freedom Blueprint

>> Watch "Can You Have A Lifestyle Business And Create Wealth? w/ John Lamerton"

Next Steps On Your Wealth Building Journey: 

Join the WealthBuilders Facebook Community 

Schedule a 1:1 call with one of our team 

Become a member of WealthBuilders  

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Title splitting isn’t just about dividing property—it’s a powerful strategy for increasing value, boosting capital growth, and unlocking new investment opportunities. But how do you know if it’s the right move for your portfolio?

In this episode, we explore the key benefits and challenges of title splitting, including how breaking a property into smaller units can lead to higher valuations and greater financial returns. You'll discover why integrating pensions with property investments can be a game-changer, and how recent tax changes are reshaping the property investment landscape.

We also discuss real-life case studies, the most common mistakes investors make, and the importance of strategic planning to maximize profits while minimizing risks.

If you want to make smarter investment decisions and leverage title splitting to accelerate your wealth-building journey, this episode is a must-listen.

Tune in now and take control of your financial future!

Resources Mentioned In This Episode: 

>> Rachel Maria Knight [LinkedIn]

>> Title Split [Website]

>> Join WealthBuilders SSAS

Next Steps On Your Wealth Building Journey: 

Join the WealthBuilders Facebook Community 

Schedule a 1:1 call with one of our team 

Become a member of WealthBuilders  

If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

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Successful joint ventures require more than just a handshake. They demand trust, due diligence, and legal protection. But how do you assess whether a partnership is the right fit?

In this episode, we break down the three P’s of joint ventures: People, Project, and Paperwork, helping you evaluate opportunities with confidence. You’ll learn why resonance expands value, while dissonance signals potential risks, and how financial transparency plays a crucial role in building strong collaborations.

We also explore the importance of legal documentation, why you should never rely solely on trust, and the key steps to conducting thorough background checks before committing to a partnership.

If you're looking to build wealth through joint ventures while protecting your interests, this episode is a must-listen.

Tune in now and take control of your financial future!

Resources Mentioned In This Episode: 

Next Steps On Your Wealth Building Journey: 

Join the WealthBuilders Facebook Community 

Schedule a 1:1 call with one of our team 

Become a member of WealthBuilders  

If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

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Many investors believe commercial property is too expensive or complicated, but is that really the case?

Kevin Whelan, Suzi Carter, Jonny Dunn, and Tyler Burnip break down the myths and opportunities in commercial property investment, revealing how strategic planning and niche approaches can lead to higher returns. They explore the best ways to find motivated sellers, fund deals using pensions (SSAS), and maximise property value through asset management.

You'll also discover how leveraging SSAS can provide a tax-efficient way to invest, the key lending restrictions to be aware of, and real-life examples of investors successfully building wealth through commercial property.

If you're looking to take control of your investments and supercharge your portfolio, this is an episode you won’t want to miss.

Tune in now and start building your financial future.

Resources Mentioned In This Episode: 

Determine your SSAS eligibility and book a call with the WealthBuilders team

Next Steps On Your Wealth Building Journey: 

Join the WealthBuilders Facebook Community 

Schedule a 1:1 call with one of our team 

Become a member of WealthBuilders  

If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

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Many homeowners find themselves asset-rich but cash-poor, wondering if equity release could be the solution. But is it the right move?

In this episode, Christian Rodwell and Kevin Whelan break down the key considerations of equity release, including lifetime mortgages and home reversion plans. Kevin, now qualified in this area, shares expert insights on who equity release is best suited for and the potential pitfalls to be aware of.

You'll also discover why equity release should be a last resort and what alternatives—such as downsizing, remortgaging, or creating new income streams—you should explore first.

If you're looking to make informed financial decisions and secure your future, this is an episode you won’t want to miss.

Tune in now and take control of your wealth-building journey.

Resources Mentioned In This Episode: 

Next Steps On Your Wealth Building Journey: 

Join the WealthBuilders Facebook Community 

Schedule a 1:1 call with one of our team 

Become a member of WealthBuilders  

If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

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Many people focus on compound interest, but the real key to financial independence is compound income—creating and reinvesting recurring income streams that grow over time.

In this episode, Christian Rodwell and Kevin Whelan reveal how to apply compounding beyond interest to property, business, pensions, and intellectual property, helping you build predictable, recurring income.

You’ll also hear real-life success stories, including how WealthBuilder Mark Stokes doubled his pension in just five years.

Whether you're starting out or optimising your assets, this episode will give you the strategies to make your money work for you and accelerate your path to wealth.

By focusing on income that compounds rather than just savings, you can take control of your financial future and create lasting financial security.

If you're serious about building wealth and achieving financial independence, this is an episode you won’t want to miss.

Tune in now and start building the assets that will transform your financial future.

Resources mentioned in this episode:

Watch "How To Get A 25% Discount On The Price Of The Stock Market, Gold Or Property"

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

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Are you ready to take control of your financial future?

In this episode of WealthTalk, Christian Rodwell, Membership Director at WealthBuilders, and Kevin Whelan, Founder of WealthBuilders, share the essential steps to achieving financial security and independence by creating multiple streams of income.

This conversation will inspire you to shift from trading time for money to building assets that generate recurring income.

Christian and Kevin dive into the WealthBuilders Academy framework, breaking down the seven key asset classes for wealth creation.

They also share powerful real-life success stories that demonstrate how members have transformed their financial journeys and achieved remarkable results.

You'll gain insights into why creating cash flow matters more than simply accumulating wealth and how the right coaching and community support can fast-track your progress.

Kevin and Christian also explain the WealthBuilders membership guarantees, designed to give you confidence and peace of mind as you take proactive steps toward financial independence.

If you’re ready to secure your financial freedom and build a legacy of lasting wealth, this episode is packed with practical advice and proven strategies to get you there.

Tune in now and start building the assets that will transform your financial future.

Resources mentioned in this episode:

How close are you to achieving financial independence? Click here to complete your own Financial GPS and find out now!

Find out more about the WealthBuilders Academy

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of WealthTalk, Christian Rodwell and Kevin Whelan reflect on the fundamental principles of successful wealth building as we head into the new year.

They discuss the importance of understanding your ‘why’ to stay motivated, the critical first step of achieving financial security, and how protection lays the foundation for building wealth.

The seven pillars of wealth take center stage as a proven roadmap to success, while recurring income emerges as a vital measure of progress.

Christian and Kevin also explore the power of accountability and coaching in accelerating results and stress the importance of taking small, consistent actions to create long-term financial freedom.

If building wealth and leaving a legacy are part of your goals, this episode is packed with valuable insights to help you get there.

Tune in to hear actionable advice that will inspire you to take charge of your financial future.

Resources Mentioned In This Episode:

>> Live webinar with Kevin & Christian - Tuesday 21st January 2025 [Register Now!]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

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This week's episode was recorded live at the Property Hosts Summit in Birmingham which was hosted and organised by Guillaume Black and the Property Filter team.

With so many experienced property investors in the room Christian Rodwell took the opportunity to pull them to one side and ask them the question 'What is the single biggest mistake you see new property investors make, and how can they avoid it?'.

Golden nuggets of advice for anybody investing in property, not just the newbies!

Featuring Guillaume Black, Aaron Yahaya, Simon Zutshi, Kevin Wright, Hanif Khan, Heather Smail, Saj Hussein, Reshma Thakore and Brendan Quinn.

Resources Mentioned In This Episode:

>> Try Property Filter Software [Free trial for 14 days!]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this conversation, Eva-Maria Dimitriades, CEO of Conduit Connect, discusses the mission and objectives of the organisation, which focuses on impact investing in areas such as climate, health, education, and inclusion.

She explains the investment process, the importance of recurring revenue, and the demographics of their investors.

Eva also highlights the unique features of Conduit Connect, including community engagement and the Generation Impact Academy, aimed at educating the next generation of impact investors.

She concludes with advice for aspiring investors and emphasises the importance of aligning investments with personal values.

Disclaimer: This podcast is a financial promotion for the purposes of Section 21 of FSMA. It is issued by The Conduit Connect FRN: , 826000 an Appointed Representative of Enterprise Investment Partners LLP FRN:604439 , an AIFM as defined by the AIFMD, who have approved it, on [19/11/2024], and who are authorised by the FCA. This podcast is provided for informational purposes and should not be construed as an invitation or offer to buy or sell any investments. No recommendation is made, positive or otherwise, regarding individual investments. Any decision to invest should only be made further to review of an applicable Information Memorandum. Please be aware that we invest in unquoted companies which are non-readily realisable securities and should be considered as high-risk, long term, illiquid assets. We do not give financial or taxation advice. If you are in any doubt about whether to invest, you should seek appropriate professional advice.

Resources Mentioned In This Episode:

>> Eva-Maria Dimitriadis [LinkedIn]

>> Conduit Connect [Webiste]

>> WT237: ‘Head 2 Head w/ Louise Hill, Co-Founder & CEO of GoHenry’

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this compelling episode of WealthTalk, Christian Rodwell and Kevin Whelan sit down with property expert Susannah Cole to explore how financial resilience can transform lives.

Susannah shares her incredible journey, from building a thriving property portfolio to overcoming personal health challenges, demonstrating how wealth can provide the freedom to focus on what truly matters.

Listeners will gain insights into the strategies behind successful property investment, the power of mentorship, and the importance of resilience in navigating crises.

Susannah’s story highlights the profound connection between health and wealth, showing how financial security can empower you during life’s toughest moments.

If you’re looking for inspiration to take control of your future and build lasting wealth, this episode is not to be missed.

Resources Mentioned In This Episode:

>> Susannah Cole [LinkedIn]

>> The Good Property Company [Webiste]

Susannannah's Top Tools:

Arthur Online [Website]

Otter [Website]

Slack [Website]

Frame.io [Website]

Loom [Website]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of WealthTalk, we explore the far-reaching impacts of the recent budget on property investment, drawing on insights from leading residential and commercial property experts.

Topics covered include changes to capital gains tax and stamp duty, the challenges now facing residential landlords, and the growing opportunities in commercial property.

Creativity in property acquisition is more important than ever, and pensions can serve as a powerful tool for investing in commercial properties. High streets, often overlooked, may hold untapped potential.

Additionally, we dive into the Renters Reform Bill and highlight emerging trends such as high-end HMOs and commercial-to-residential conversions.

If you’re serious about building wealth through smart property strategies, don’t miss this invaluable episode!

Resources Mentioned In This Episode:

>> WT266: ‘Pensions and Inheritance Tax – Post-bduget Q&A w/ Kevin Whelan’

The 2024 Autumn Budget Breakdown Report [Free Download]

The 2024 Autumn Budget Breakdown [Webinar Replays]

Co-Living Revolution – Stuart Scott [Website]

AA Accountants – Shaz Nawaz [Website]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of WealthTalk, Kevin Whelan delves into the latest budget changes around pensions and inheritance tax, shedding light on how these updates may impact your wealth-building path.

Kevin explains why pensions remain one of the most effective tools for growing long-term wealth and shares key tips for maximising tax relief and managing funds wisely.

He also explores the unique benefits of Small Self-Administered Schemes (SSAS) for business owners, especially in streamlining wealth transfer and establishing a lasting legacy.

Focusing on proactive tax planning—from inheritance tax exemptions for spouses to preserving essential pension benefits—Kevin provides listeners with the insights needed to adapt and thrive.

Whether you’re just starting out or already advancing in your wealth journey, this episode is packed with valuable strategies to help you make the most of the latest financial changes.

Tune in and take charge of your financial future!

Resources Mentioned In This Episode:

The 2024 Autumn Budget Breakdown Report [Free Download]

The 2024 Autumn Budget Breakdown [Webinar Replays]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

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In this episode of WealthTalk, hosts Christian Rodwell and Kevin Whelan break down the latest budget, revealing its profound impact on business owners and the ripple effects for anyone focused on wealth building.

They discuss why this budget, led by a historic first for a female chancellor, brought both new challenges and opportunities, especially with its high allocation of funds and the promise of economic stability over the next five years.

Christian and Kevin delve into the increased taxation on wealth and businesses, highlighting the complexity it introduces for various stakeholders and the importance of informed decision-making.

With limited "winners" in this budget, they stress the importance of adapting financial strategies, seeking expert advice, and utilising available resources, including a practical guide crafted to help listeners understand and navigate these shifts with confidence.

Resources Mentioned In This Episode:

Autumn 2024 Budget Breakdown Webinars [Register Now]

Autumn 2024 Budget Breakdown Report [Free Download]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of WealthTalk, Christian Rodwell sits down with Guillaume Black, the award-winning founder and CEO of Property Filter, to unpack the strategies and mindset shifts that have fueled his journey from a 10-year property investor to Property Entrepreneur of the Year 2021.

If you’re serious about making property investment work for you in today’s market, this episode will give you a roadmap to success.

Guillaume shares valuable insights on what separates successful investors from the rest, breaking down the 4 top strategies working today—like assisted sales and buy-to-lease—that allow investors to thrive even in a fast-moving market.

They discuss the key to lead generation, why building relationships with estate agents is critical, and the power of asking “How can I?” instead of “I can’t.”

Listeners will discover how to use technology to streamline lead follow-up, keep pipelines full, and stop wasting time on ineffective tactics.

Plus, hear about Property Filter’s thriving Facebook community and how it’s empowering investors to find hidden deals.

Whether you're a new investor or a seasoned pro, tune in to learn how to leverage systems, focus on lead quality, and maximise your deal-making potential to build a sustainable property business.

Resources Mentioned In This Episode:

Guillaume Black [LinkedIn]

Special Offer! Property Filter: Find Great Deals Faster [Discount for WealthTalk Listeners]

Property Filter [Facebook Page]

WT192: ‘How To Find And Manage Hot BMV Property Deals In Minutes! w/ Guillaume Black’

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Are you thinking about selling your property at auction? In this episode, Ruban Selvanayagam shares expert insights on how to ensure you get the highest price possible.

Ruban breaks down the essentials of auction sales, from choosing the right auction house to creating a strong legal pack that builds trust and confidence with buyers.

You'll also learn how to price your property strategically to spark interest and even bidding wars!

He also uncovers the hidden benefits of auctions, like the security of sale and the potential for better-than-expected outcomes.

Whether you’re new to auctions or looking to sharpen your skills, this episode is packed with practical advice to help you succeed.

Tune in and discover how to master the auction process and maximise your property sale.

Resources Mentioned In This Episode:

Ruban Selvanayagam [LinkedIn]

Property Auctions News [Website]

Property Solvers [Website]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode, we're joined by Aran Curry, Founder of The Insight Group, who shares his incredible journey of building a property portfolio of over 200 properties – and how you can do the same!

Aran breaks down his strategy for buying properties at a discount and reveals expert insights on negotiating deals in today's competitive market.

You'll also learn how to tackle common challenges faced by investors and discover the importance of building a power team to support your growth.

But that’s not all! We dive into creative financing strategies, including vendor finance, along with tips for structuring your deals for long-term success.

Aran also explains how to systemise your property business, diversify within the property sector, and unlock the power of recurring income streams.

Tune in if you’re serious about growing your property portfolio, this episode is packed with practical advice and insider knowledge to help you scale fast and achieve financial independence.

Resources Mentioned In This Episode:

Aran Curry [LinkedIn]

The Insight Group [Website]

Insight Education [Website]

'Save A Fortune' eBook by Kevin Whelan

'The Property Coach' [Hardcopy Book]

2025 Blueprint To Grow Your Portfolio [Event]

Blueprint for Acquiring Property That I Will Use to Buy 100 Properties [Webinar Replay]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode, we dive into the inspiring journey of Seb Inglis-Jones, co-founder of Maeving, as he shares how he built Britain’s first electric motorcycle company from the ground up.

Seb reveals the challenges of entrepreneurship, from navigating the ups and downs of a nascent market to overcoming funding struggles during the COVID pandemic.

He highlights the power of partnerships and the importance of surrounding yourself with the right people.

Discover how Maeving’s commitment to quality and their innovative approach to urban mobility, like their removable battery technology, have helped them grow.

Seb also shares his vision for the future, including plans for expansion and their direct-to-consumer model that has built strong customer loyalty.

If you’re an aspiring entrepreneur or just curious about the future of electric transport, this episode is packed with valuable insights and actionable advice.

Tune in to hear Seb’s story and gain practical tips for growing a business in today’s world!

Resources Mentioned In This Episode:

Seb Inglis-Jones [LinkedIn]

Maeving [Website]

Gap Finders: Maeving [BBC Podcast]

WT237: 'Head 2 Head w/ Louise Hill, Co-Founder & CEO of GoHenry'

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of WealthTalk, Christian Rodwell and Kevin Whelan sit down with James Vincent, ActionCoach Performance Director, to uncover the power of coaching in business and wealth-building.

Discover how mastering recurring income, leveraging systems, and overcoming entrepreneurial challenges can lead to long-term financial security.

James dives into why coaching is a game-changer for entrepreneurs, sharing how learning from mistakes and building a business with scalable systems creates value for both you and potential buyers.

Plus, James shares more about the exciting Young Entrepreneur Smart Start programme and ActionCoach’s million-pound giveaway, designed to supercharge your business journey.

Tune in to learn how smart decisions today can set you up for a successful future!

Resources Mentioned In This Episode:

James Vincent [LinkedIn]

ActionCoach [Website]

Enter ActionCoach’s £1M business giveaway

YESS (Young Entrepreneur Smart Start) Program

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of WealthTalk, Kevin Whelan engages in another Head 2 Head conversation with Nick James, CEO of Expert Empires.

They discuss Nick's journey from a young entrepreneur to a successful business leader, sharing insights into how early experiences shaped his approach to building and growing a thriving brand.

The conversation delves into the significance of designing tailored programs for different stages of business growth, highlighting the value of cultivating recurring income streams and how these strategies have contributed to Nick's success.

Additionally, they explore how the COVID-19 pandemic impacted the events industry, the challenges of navigating government policies, and the importance of defining clear business goals.

Tune in to hear more about these topics and learn about the exciting upcoming Expert Empires event.

Resources Mentioned In This Episode:

Nick James [LinkedIn]

Expert Empires [Website]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of WealthTalk, Christian Rodwell and Kevin Whelan dive deep into the world of property investment with Sam Faulkner, principal of SIRE Capital Partners.

Together, they uncover the emotional pull that property holds for many investors and reveal why healthcare properties are becoming a standout choice for those seeking stable, long-term returns.

You'll hear Sam break down the strategies behind joint ventures, how to create recurring income streams, and why demographic trends are driving demand in the healthcare sector.

Plus, they explore how tax-efficient structures and even pension funds can be leveraged to supercharge your property portfolio.

If you're serious about understanding the opportunities in operational property and want expert guidance on building a secure investment strategy, this episode is packed with valuable insights you can put to use straight away.

Tune in and learn how to make smarter, safer property investments!

Resources Mentioned In This Episode:

Sam Faulkner [LinkedIn]

SIRE Capital Partners [Website]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this week’s episode of WealthTalk, we interview Denise Pitot from the ActionCoach Foundation, who discusses the importance of educating the next generation to become successful business owners.

They have created the Young Entrepreneur Smart Start (YESS) program, which aims to give young people the right business education and increase their chances of success.

The program covers topics such as mindset, the five ways and six steps of business success, marketing, and creating a business plan.

The goal is to educate 1,000 children each month and create a global network of young entrepreneurs.

Tune in to learn more about educating your children for success in the business world and discover the benefits of the ‘YESS program’.

Resources Mentioned In This Episode:

Young Entrepreneur Smart Start (YESS) Program

Denise Pitot [LinkedIn]

Enter ActionCoach’s £1M business giveaway

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this insightful episode of WealthTalk, Kevin Whelan dives deep into the lessons learned from his recent mentoring session with ActionCoach.

Kevin explores the four types of investors: defaulters, who invest without much thought; dabblers, who invest with little understanding; divers, who go all-in; and delegators, who hand off responsibility to others.

He explains why understanding your "Investor DNA" is crucial and how aligning your investments with your personal interests and values is the key to long-term success.

Throughout the episode, Kevin highlights the importance of due diligence, the power of diversification, and the need to balance the goals of growing your net worth while ensuring steady cash flow.

Tune in and discover how to become a more intentional, informed, and successful investor.

Resources Mentioned In This Episode:

WT80: ‘Gold Is a Hedge Not An Investment’

WT02: ‘Are You A Drifter, A DIY’er Or A Dynamic When It Comes To Building Wealth?’

WT226: ‘Brand New! Wheel Of Wealth’

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of WealthTalk, Kevin Whelan, Founder of WealthBuilders, discusses the inspiration behind the company and why building assets is far more rewarding than simply trading time for money.

Kevin introduces the game-changing concept of SSAS pensions, revealing how they offer unparalleled control, flexibility, and tax efficiency compared to traditional pensions. He shares real-life success stories of individuals who have transformed their financial futures using SSAS, particularly through savvy property investments.

But that's not all - Kevin passionately shares the importance of financial literacy for children, highlighting how early education can secure their future. He also delves into legacy planning, offering tips on how to pass on not just wealth, but the wisdom to manage it effectively.

Tune in to gain valuable insights on building and protecting your wealth, ensuring that your financial legacy lasts for generations.

Whether you're an investor, parent, or simply looking to take control of your financial future, this episode is packed with actionable advice you won't want to miss!

Resources Mentioned In This Episode:

Property118 [Website]

The Power of SSAS Pensions for Property Investors [Property118 Blog]

How To Turn Your Assets into Cashflow: Your 90-Day Plan to Build Recurring Income [Register here]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Schedule a 1:1 call with one of our team

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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This week on WealthTalk, we welcome Tina Walsh, CEO of the National Association of Professional Sourcing Agents (NAPSA) Ltd.

NAPSA is a recognised trade body supporting UK Sourcing Agents with guidance, training, and a unique search tool to help investors find compliant and credible sourcers, ensuring a safer investment environment.

Tina shares her journey from starting in property sourcing in 2012 to achieving financial independence and becoming an Amazon No.1 Best Selling Author with her book "Property Sourcing Compliance: How to Stay the Right Side of the Law".

In the episode, we dive into the importance of compliance, the difference between property sourcing and deal packaging, and the benefits of being registered with NAPSA.

Tina emphasises the necessity of putting the investor first, creating win-win relationships, and building trust. She also provides a checklist of essential questions to ask when working with property sourcers.

Tune in for insights into the future of property sourcing in the UK and practical tips to ensure safer investments.

Resources Mentioned In This Episode:

Learn How to Work Safely With UK Sourcing Agents [Free Webinar]

Tina Walsh [Linkedin]

Seach For Credible, Compliant Property Sourcers

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In this episode of WealthTalk, we chat with Julie Condliffe, a best-selling author and award-winning solicitor from Creative Legals.

Julie shares her remarkable journey from homelessness to becoming a leading property investor and legal expert.

She provides invaluable insights into property auctions, including common pitfalls, essential legal documents, and the importance of due diligence.

Julie also explains the differences between freehold and leasehold properties and how to handle service charges and rental arrears.

Her strategies for turning auction purchases into profitable investments and empowering women in property investment are must-hear advice.

This episode is packed with practical advice for both seasoned investors and newcomers, helping you make informed decisions and maximise returns on property investments.

Resources Mentioned In This Episode:

Julie Condliffe [Linkedin]

Auction Legal Pack

WT226: ‘Brand New! Wheel Of Wealth’

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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This week, Christian Rodwell and Kevin Whelan are joined by Jeremy Harbour, an investor and global leader in small business mergers and acquisitions.

In the episode, they discuss the strategy of buying businesses without using cash upfront, highlighting the importance of creating capital events and the benefits of a blend of recurring income and capital growth.

Jeremy shares his experience and insights into the world of business acquisitions and emphasises the need for empathy and rapport-building with business owners for success.

He also discusses the Harbour Club community and the value of learning from and collaborating with other dealmakers.

Resources Mentioned In This Episode:

Jeremy Harbour [Linkedin]

The Harbour Club [Website]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In the third and final instalment of ‘The 7 S's of Business Success’ series, we delve into the crucial final steps of building a successful business: scaling, selling, and, if necessary, scrapping.

Whether you’re just starting out or looking to refine your strategy, this episode offers invaluable insights to help you confidently navigate these pivotal phases.

In the episode, you’ll learn…

Scaling Your Business (Step 5): Discover how to boost revenue through automation, expand your market reach, develop new products or services, and strengthen your teams. To ensure sustainable growth, learn to identify and manage risks like overextension and quality control issues.

Selling Your Business (Step 6): Understand how to sell your business to realise capital, plan for retirement, or reduce risks. We cover strategies to enhance your business's value, engage professional advisors, and navigate challenges such as valuation discrepancies and confidentiality breaches.

Scrapping the Business (Step 7): Learn when and how to pivot or wind down operations due to financial challenges, market shifts, or other critical issues. Mitigate risks through robust financial management, adaptability, and operational efficiency to minimise losses and maximise opportunities for reinvention.

Tune in to equip yourself with the tools and insights needed for long-term business success, whether your goal is growth, exit, or transformation.

Resources Mentioned In This Episode:

WT244: The 7 S's of Business Success: From Seed to Scale [Part 1]

WT247: The 7 S's of Business Success: From Seed to Scale [Part 2]

WT37: Interview With John Warillow

'The Wealth Coach’ Book [Amazon]

WT103: Employee Ownership Trusts w/ Chris Budd

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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We are thrilled to announce the release of the 250th episode of our WealthTalk podcast.

To celebrate, we are hosting giveaways worth thousands of pounds and introducing a special offer for new members.

Launched in 2019, WealthTalk has nearly 500,000 downloads from listeners in over 120 countries.

In this special episode, co-hosts Christian Rodwell and Kevin Whelan reflect on our community's progress and the evolution of our membership programmes.

We emphasise the importance of cashflow and time freedom in building wealth, plus we feature inspiring clips from members who have used our Wealth RoadMap to achieve financial security.

Resources Mentioned In This Episode:

To participate in our 250th episode special giveaway, please share the episode on social media using the tag #wealthtalk.

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of WealthTalk, Christian Rodwell and Kevin Whelan discuss the strategy of buying properties at auctions with guest Ruban Selvanayagam.

They explore the benefits of purchasing properties at auctions, such as finding unique opportunities and the ability to complete sales quickly.

The discussion covers the shift towards online auctions and emphasises the importance of due diligence.

Investors will gain valuable insights on maximising returns, understanding the market, and being prepared with financing to complete sales within the specified timeframe.

Resources Mentioned In This Episode:

Ruban Selvanayagam [LinkedIn]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of WealthTalk, join host Christian Rodwell as he interviews the inspiring husband and wife duo, Steve and Marie Khela, who have successfully achieved their financial independence goals through WealthBuilders.

Discover what motivated Steve and Marie to embark on their WealthBuilders journey, seeking structure and guidance to transform their financial future.

They share how they adhered to the WealthBuilders process and roadmap, focusing on various assets and strategies including property, business, and pensions.

Steve and Marie delve into the significance of education, mindset, and leveraging relationships in their success. Their story is a testament to the power of dedication and smart strategies in reaching financial independence.

Tune in to hear their full story and gain valuable insights that could help you on your own path to financial freedom. Don't miss this engaging and informative conversation!

Resources Mentioned In This Episode:

Steve Khela [LinkedIn]

Marie Khela [LinkedIn]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of WealthTalk, we continue our exploration of the essential steps to building a successful business by diving into Steps 3 and 4: Stability and Systemisation.

Previously, we discussed the Seed stage, where your business idea is born through brainstorming and planning, and the Start stage, where you begin operations and learn through trial and error.

Now, in the Stability stage, the focus shifts to creating consistent cash flow, refining processes, and establishing a reliable customer base.

Stability is crucial for maintaining financial health, building trust with customers, and ensuring resilience against unexpected challenges.

It also leads to higher employee satisfaction and lower turnover rates.

With stability achieved, we move to Systemisation.

This involves streamlining operations, reducing errors, and increasing productivity.

Systemisation ensures consistent quality, simplifies employee training, and makes it easier to scale your business.

It also allows for effective task delegation and improves customer experience through reliable service delivery.

Join us in this episode as we explore how stability and systemisation can transform your business, setting the stage for successful scaling and potential sale.

Resources Mentioned In This Episode:

The 7 S's of Business Success: From Seed to Scale [Part 1] [WT244]

Free Download: 'Validate Your Business Idea – 15 Step Checklist'

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In today's WealthTalk episode, we discuss financial education for young adults with Simon Zutshi.

Simon highlights the gap in schools' financial education and the importance of teaching money management and entrepreneurship early.

Listeners will learn about Simon's upcoming event in Birmingham, designed to equip young entrepreneurs aged 15-22 with essential financial skills.

Simon stresses the need for young people to start learning about finances early and reflects on his personal motivation, which was influenced by his family and a key figure he met during university.

In the episode, we explore why schools don't adequately teach finance and how parents can help ensure a secure financial future for their children.

Tune in for valuable insights and actionable advice to foster financial literacy in the next generation.

Resources Mentioned In This Episode:

Register Now: ‘Youth Finanical Awareness Event’ - 29th June, Birmingham

Simon Zutshi [LinkedIn]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of Wealth Talk, Kevin Whelan discusses the misconceptions and misinformation surrounding wealth building, particularly related to using pensions to invest in property.

Kevin emphasises the importance of seeking factual information and avoiding decisions based on hearsay.

He highlights legitimate ways to use pensions to invest in residential property, providing examples and dispelling myths.

The conversation covers various topics related to wealth building, business ownership, investment strategies, and the importance of cash flow.

Kevin shares insights on wealth creation, the challenges faced by business owners, and the significance of building cash flow for financial independence.

Join us and learn more about the significance of community support and the effects of resilience and consistency in the journey of wealth building.

Resources Mentioned In This Episode:

Brand New! Wheel Of Wealth [WT226]

Brad Sugars, Founder of ActionCoach, talks wealth & business [WT145]

Employee Ownership Trusts w/ Chris Budd [WT103]

How Fees Drain Your Financial Future w/ Manish Kataria [WT234]

Head 2 Head w/ Louise Hill, Co-Founder & CEO of GoHenry [WT237]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this WealthTalk episode, we uncover the secrets of Step 5 in our Family Wealth RoadMap - Assets, with a special focus on the business asset class.

Are you a business owner, property investor, or someone dreaming of leaving traditional employment for entrepreneurship?

This episode is tailor-made for you!

We address the common challenge of having brilliant ideas but not knowing the next steps to success.

Tune in and discover how to validate your business concepts with comprehensive market research, detailed customer avatar analysis, and the creation of a minimum viable product for invaluable feedback.

Join us and gain practical insights to kickstart your entrepreneurial journey and build a robust foundation for future success. Don’t miss out on transforming your aspirations into reality!

Resources Mentioned In This Episode:

Free Download: 'Validate Your Business Idea – 15 Step Checklist'

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Immerse yourself in financial education with the Cashflow 101 board game by Robert Kiyosaki, the famed author of "Rich Dad Poor Dad."

In this episode, we recap our recent game night in London, where 40 aspiring entrepreneurs gathered to put their financial skills to the test.

Hear how three groups successfully escaped the rat race and discover how regular gameplay can transform your financial mindset and help you identify new opportunities.

We'll break down the essentials of Cashflow 101, from understanding financial statements to making strategic investments.

Learn how the game imparts real-life financial concepts such as cash flow management and generating passive income.

Dive into real-world lessons on diversification, risk management, and setting financial goals.

Understand why adopting a wealth-building mindset is crucial for achieving financial freedom.

This episode is filled with practical tips and valuable insights to enhance your financial literacy and investment strategies.

Whether you're an experienced investor or just starting out, you'll find actionable advice to build lasting wealth.

Press play and begin your journey to escaping the rat race!

Resources Mentioned In This Episode:

Apply To Become A Cashflow 101 Host Or Helper

Buy Cashflow 101 Board Game From Amazon

Play Cashflow 101 Online

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

2-4 Players Wooden Board Game, Shut The Box Dice Game, Classics 4 Sided Board Game, Rich Dad Investing Board Game , Classics Tabletop Version and Pub Board Game (1)

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Join us for an in-depth discussion on high-yield commercial property investments.

Kirsty Darkins, a seasoned commercial property investor and mentor, shares six simple ways to find lucrative commercial properties and reveals three winning strategies that are currently excelling in today’s market.

Whether you’re a seasoned investor or just starting out, this episode is packed with actionable advice to help you build and secure long-term wealth through commercial property.

Kirsty’s experience and success in the commercial property sector offer invaluable lessons that can transform your investment approach.

Discover proven methods to locate profitable properties, including exclusive tips on asset management, commercial multiple occupancy (CMO) properties, and buying income-producing assets in today’s market.

Kirsty also emphasises the importance of building strong relationships with commercial agents and professional networks to unlock exclusive investment opportunities.

With real-world examples and case studies, this episode provides detailed insights into successful deals and practical applications.

Kirsty’s expertise, combined with Christian’s engaging interviewing style, makes this episode both inspiring and full of actionable advice.

Don’t miss out on this opportunity to elevate your investment game and build lasting wealth through high-yield commercial properties. Tune in now!

Resources Mentioned In This Episode:

Kirsty Darkins [LinkedIn]

Kirsty Darkins [Website]

What Is A SSAS Pension? [WT241]

Creating Leverage Using F.I.R.S.T [WT11]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode we reveal one of the best-kept secrets to building substantial wealth: the SSAS pension.

If you’re serious about building your financial legacy and expanding your investment options, this episode is a must-listen.

WealthBuilders' Founder Kevin Whelan and SSAS Director Paul Brooks, are two seasoned experts who have helped thousands of business owners supercharge their wealth through the power of SSAS pensions.

Whether you're a business owner or not, Kevin and Paul will guide you through everything you need to know: how SSAS works, why it's so effective, and the eligibility criteria to start benefiting.

You'll learn how to unlock the incredible potential of SSAS pensions to grow your business, expand your property portfolio, and accelerate your financial independence.

If you want to harness this unique tool to take charge of your financial future and build lasting wealth, then this episode is your perfect starting point.

Tune in now and empower yourself with this vital knowledge!

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In the latest WealthTalk episode, Kevin and Christian delve into the world of investments!

Tune in and discover how to craft a resilient investment portfolio and learn why knowing your investing DNA is crucial for long-term wealth building.

The episode is a treasure trove of insights, covering digital assets, property strategies like crowdfunding and P2P lending, and unique investment opportunities in private equity, venture capital, and collectables.

Whether you're exploring cashflow strategies, diversification across multiple asset classes, or seeking tax-efficient investment methods, this discussion promises to enhance your understanding and mastery of investments that match your interests and goals.

Don't miss out on these valuable lessons to bolster your financial independence and security.

Resources Mentioned In This Episode:

Brand New! Wheel Of Wealth [WT226]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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This week on the WealthTalk podcast, WealthBuilders Founder, Kevin and Wealth Coach, Manish Kataria, provide key insights into the world of investing.

In this eye-opening episode, they address the pressing issue of hefty fees often encountered with traditional investing methods and highlight the critical role of diversification in reducing risk.

From the intricacies of Independent Financial Advisers (IFAs) to the advantages of Exchange-Traded Funds (ETFs) and the dynamics of core-satellite investing strategies, Kevin and Manish provide a wealth of comprehensive insights you'll want to hear.

Lastly, they explore effective tools for constructing portfolios that generate recurring income, offering practical strategies for the savvy investors of today.

Don't miss out - Tune in and discover whether you can manage your money better than somebody else who may be taking considerable fees without adding considerable value.

Resources Mentioned In This Episode:

Manish Kataria [LinkedIn]

Investment Academy [Website]

Investment Insights: WealthBuilders London Networking

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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The only way to create financial security for yourself and your family is to focus on generating income from assets that you either own or control.

WealthBuilders has identified seven assets, known as 'The 7 Pillars of Wealth'.

In today’s WealthTalk episode, Kevin goes into detail on how you can identify the assets which you currently have in your life and those which you could leverage and begin to generate streams of income.

Whether you're a business owner who's trading time for money, or you're currently employed and looking to supplement your income, and whether you're at the beginning of your wealth-building journey, or you've already begun to build some asset income, you won’t want to miss this episode.

Resources Mentioned In This Episode:

7 Pillars of Wealth [Free eBook Download]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode, Louise Hill, Co-Founder and CEO of GoHenry, shares her journey of building a successful prepaid debit card and financial education app for kids.

The inception of the now global entity, GoHenry, was sparked by Louise noticing her children's inadvertent overspending online, highlighting a gap in practical financial education for children.

In the episode, we cover topics such as the marketing strategies her team has used to amplify GoHenry’s growth, the rewards and challenges of running a startup and the significance of adapting to different markets.

The episode delves into some valuable lessons Louise has learned throughout her journey of building a global business.

Louise shares the challenges of fundraising, the importance of resilience for CEOs, and the power of world-class partners.

Louise Hill's commitment to financial education extends beyond GoHenry, as she is an advocate for integrating financial education into the curriculum of all UK primary schools with a petition backed by everyone at WealthBuilders.

Her story is not just one of business growth, but also about personal development and dedication to a cause that benefits society and future generations.

Resources In This Episode:

Louise Hill [LinkedIn]

GoHenry [Website]

Make financial education compulsory in all schools from primary age [Petition]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In today’s episode, we explore the inspiring journey of Toby and Kate Spanier, a couple who leveraged a Small Self-Administered Scheme (SSAS) pension to transform their lives through property investment.

Having moved from London to Kent, they saw potential in a dilapidated property and embarked on a venture that not only brought the property back to life but also set them on a path to financial independence.

Toby, initially a management consultant, and Kate, who later joined him in his enthusiasm for property investment, discovered the power of SSAS pensions.

They took a bold step by using their SSAS pension to loan money to their limited company for the refurbishment of an unmortgageable property.

This strategic move allowed them to refurbish the property with an interest-free loan from the local authority and then generate income through their limited company.

Their adventure into property investment was solidified by winning the SSAS Property Investor Award of the Year 2023, a testament to their innovative approach and the impact of their work.

The Spaniers' story is not just about financial gain; it's about creating a lasting legacy and the empowerment that comes from taking control of one’s financial future.

Throughout the episode, Toby and Kate share insights into the benefits of SSAS pensions, including loan flexibility, tax benefits, and the broader potential of pension-led funding.

They emphasise the importance of due diligence, the power of supportive partnerships, and the vision of building a family wealth business.

The Spaniers' journey offers invaluable lessons for anyone considering property investment, especially through the lens of SSAS pensions.

Their story is a compelling example of how innovative financial strategies can create lasting impacts and open new doors to financial freedom.

Resources In This Episode:

WT226: Brand New! Wheel Of Wealth

Toby Spanier [LinkedIn]

Kate Spanier [LinkedIn]

Next Steps On Your Wealth Building Journey:

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In this podcast episode, Lisa Hunt, a member of WealthBuilders since December 2022, shares her journey with WealthBuilders and network marketing, specifically with a company called Arbonne.

She joined WealthBuilders with her husband, Tim, to build recurring income streams, a concept she was familiar with due to her background in network marketing and her husband's background in freelance contracting.

Lisa highlights the educational curve and mindset shift they experienced in their first year with WealthBuilders.

She discusses the importance of building a legacy, reducing financial stress, and creating freedom from being tied to a job. She also dives into her network marketing journey, starting with Arbonne in 2013, driven by her interest in health, wellness, and personal development.

Lisa elaborates on the business model of network marketing and how it differs from traditional retail and direct sales, emphasising the importance of selling quality products and building a team to generate recurring income.

She addresses common misconceptions about network marketing, particularly the stigma associated with pyramid schemes, and explains how legitimate network marketing companies focus on product sales and offer equitable compensation plans.

Throughout the podcast, Lisa shares her personal growth, the supportive community within network marketing, and how the skills and mindset she developed have positively impacted other areas of her life.

She touches on the challenges and rewards of building a network marketing business, the importance of product passion, and the need for due diligence when choosing a company.

Lisa also discusses her income trajectory with Arbonne, the impact of the pandemic on her business, and her aspirations for the future.

She highlights the benefits of multiple income streams and the support received from WealthBuilders and her mentor, Manish, in achieving her financial goals.

Overall, the episode focuses on the journey of personal and financial growth through network marketing and the support systems provided by WealthBuilders.

Resources In This Episode:

>> Arbonne [Website]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode, hosts Christian Rodwell and Kevin Whelan discuss the devastating effect of fees on wealth.

They are joined by Manish Kataria, Founder of Invest Like a Pro and a WealthBuilders Wealth Coach, who shares his expert insights on reducing fees and building wealth.

The conversation covers the different types of fees and where they occur, the importance of negotiating fees, and the SCORE Report, a tool that helps individuals understand and reduce their fees.

Tune in as this episode emphasises the need for individuals to take control of their investments and reduce fees to maximise their wealth-building potential.

Resources In This Episode:

Request a free SCORE report - Email hello@wealthbuilders.co.uk Subject line: SCORE report

Manish Kataria [LinkedIn]

Investment Academy [Special discount of 10% using code WB10]

Your T-Rex Score

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Welcome to the second part of Kevin Whelan's interview with Simon Zutshi, CEO of Property Investors Network (PIN). In this part, Simon discusses why education alone is not enough and the importance of community, connection and support. He introduces his concept of "who not how," focusing on leveraging others' skills and talents rather than trying to do everything yourself.

Kevin asks Simon to explain the sale of Property Investors Network to entrepreneur Roger Hamilton. Simon details how the online business valuation increased during COVID lockdowns, leading Roger to make an offer. Simon agreed to stay on to help grow the business for a few years after the sale.

Their discussion then moves to Simon's other business ventures. He founded CrowdProperty, a property crowdfunding platform, in 2013 to provide smaller investors opportunities to fund larger development projects. To date it has funded over £850 million in projects.

Simon also shares advice on gradually building a property portfolio as a pension replacement over the long run. He emphasises finding mentors and building relationships to solve "how" problems through a network of talented "whos." Finally, Simon outlines his plan to step back from day-to-day operations of his businesses by 2027 when he turns 55.

Resources In This Episode:

Property Investors Network [Website]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

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Welcome to Head 2 Head, the latest strand of the WealthTalk podcast where WealthBuilders' CEO, Kevin Whelan, sits down for an in-depth conversation with fellow CEOs from various industries.

In each episode, Kevin will delve into the personal journeys of these top executives, exploring the peaks and troughs of their business careers.

Head 2 Head is not just about success stories; it's about real-life challenges, resilience, and the crucial lessons learnt along the way.

Our guests share their unique perspectives on leadership, innovation, and the strategies they've employed to steer their companies through turbulent times.

Simon Zutshi, CEO of Property Investors Network, is the first guest on the Head 2 Head strand, discussing his journey as a property investor and entrepreneur.

In the episode, Simon shares how he started in property investment, the importance of long-term investing, and the love affair with property in the UK.

Simon also talks about his transition from being a property investor to teaching others about property investment.

He emphasises the need for financial education and the challenges of trading time for money.

In this conversation, Simon Zutshi discusses his passion for training and making a difference in people's lives. Emphasising the value of paid education and the importance of finding the right mentors and coaches.

Simon also shares his experience of selling a business and the lessons he learned from that process.

Resources In This Episode:

Property Investors Netowrk [Website]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

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We dive into Neil Moggan's inspiring journey from a teacher to a transformative trainer in mental wellbeing and financial education. Since joining WealthBuilders with his wife Katie in late 2020, Neil has seen significant changes in both his personal growth and financial status.

He discusses the impactful shift in his career after leaving his teaching job, focusing now on improving mental health and meta-cognition in children. Neil highlights the urgent need for better financial education in schools, informed by his firsthand experiences and the stark disparities he's observed.

Neil shares insights into the Swarbricks 8 Dimensions of Wellness model, which underpins his approach to holistic wellbeing, linking financial stability directly with improved life quality.

The conversation also covers his journey into financial literacy, sparked by the pandemic lockdown, leading to innovative educational programs and recognising his efforts with a prestigious award.

Neil's personal approach to teaching his daughter about finances reflects his broader mission to equip the younger generation with essential financial skills, despite the current educational system's shortcomings.

We wrap up by discussing how Neil's work aligns with WealthBuilders' principles and the importance of integrating life skills, like financial literacy, into children's education to foster a healthier, more prosperous future.

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Michelle Shevill, Co-Founder of OneCard, discusses how the innovative tool ‘One Card’ is changing the game in business networking. Michelle shares her journey from running a merchandising business to developing OneCard amidst the challenges of Covid, showcasing the shift from traditional methods to a digital, environmentally friendly approach.

OneCard streamlines networking by allowing users to book meetings, share documents, and integrate with CRMs directly through a digital card, complete with a feature to support charities. Michelle, along with her team including her husband Mark and technical lead Sean, has navigated the business from its roots in personal passion to a tech-driven solution for modern professionals.

Highlighting OneCard’s growth to 800 users and overcoming challenges like brand loyalty and tech skepticism, Michelle emphasizes its role in increasing leads, sales, and productivity efficiently.

Join us to learn how OneCard is paving the way for the future of business interactions, blending sustainability with practicality for professionals everywhere.

Resources In This Episode:

Buy Your One Card Now [WealthBuilders Discount: WB24OC]

>> [Webinar] Unlock A New Source Of Funding For Your Property Or Business: 21st Feb 2024

>> WT074 – How To Become Investable

>> WT011 – Creating Your Leverage Using F.I.R.S.T

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

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Terry Blackburn, a 35-year-old entrepreneur from near Cheshire, shares his wealth story. Terry's ability to transform a derelict property into a successful hotel, alongside running multiple businesses and maintaining a strong family life, is truly inspiring.

Terry began his entrepreneurial journey at 19 and has since ventured into various businesses, from bespoke services to property development. His success showcases his adaptability and strategic thinking. However, it's his role as a father to four children and his partnership with his equally entrepreneurial partner, Louise, that has redefined his motivations and priorities.

Balancing business ventures with family responsibilities, Terry has mastered the art of efficient time management, focusing on high-value tasks and streamlining operations. His latest project, a hotel extension, is just one example of his innovative approach to business and property development.

Terry's story is a testament to the possibility of achieving professional success without sacrificing family time. His journey offers valuable lessons on efficiency, prioritisation, and the importance of a strong why. Join us as we explore how Terry Blackburn achieves more in the same amount of time, blending business acumen with a deep commitment to family.

Resources In This Episode:

>> Unlock a New Source of Funding for your Property or Business [Register Now]

The Ancient Unicorn Hotel Site Visit [Secure Your Ticket]

WT090 – Adopting A 1000 Property Mindset w/ Luke Ryan

Make Financial Education Compulsory In All Schools From Primary Age [Petition]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Part 2 of Kevin Whelan’s interview on James Vincent’s Business Excellence podcast.

In the episode, Kevin continues sharing the 4 entrepreneurial assets which you can use to generate predictable recurring income as well as the different types of trust which you can use to protect your wealth.

Kevin talks about some advanced wealth-building strategies which involve leveraging assets you almost certainly have within your life right now.

Resources In This Episode:

Watch The Video Version Of This Episode

WT228: Make Money While You Sleep, Or Work Until You Die [Part 1]

Petition: Make Financial Education Compulsory In All Schools From Primary Age

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Kevin Whelan was recently a guest on James Vincent’s Business Excellence podcast, where he discussed the importance of creating wealth that can sustain future generations.

This is part 1 of the interview, where Kevin emphasises the need for recurring income and highlights the misconception that owning a business guarantees freedom.

He encourages individuals to understand the difference between work income and asset income and to prioritise financial education so that you can build a recurring income that works even when you are not actively working.

Resources In This Episode:

Watch The Video Version Of This Episode

Watch BizX 2022 Full Presentation

Petition: Make Financial Education Compulsory In All Schools From Primary Age

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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This week, WealthTalk hosts Kevin Whelan and Christian Rodwell discuss the launch of WealthBuilders' new membership options.

In the episode, they share the steps in the Roadmap and how you can use the tool to go from financial insecurity to security within 2-3 years and then push on to financial independence.

They also discuss the importance of small consistent steps when building wealth and share examples of members who have followed our proven step-by-step process to build a fantastic legacy.

The brand-new WealthBuilders membership options have been made to be three things; more accessible, more affordable and an absolute no-brainer!

Resources In This Episode:

Join WealthBuilders Membership

Petition: Make Financial Education Compulsory In All Schools From Primary Age

WT226: Brand New! Wheel Of Wealth

Updated Wheel of Wealth [Download]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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This week on the WealthTalk podcast, Christian and Kevin dive deep into the key elements that pave the way for financial security and a fulfilling, longer life.

Join us as we unveil the updated Wheel of Wealth, a dynamic tool that steers individuals towards financial security and then independence.

Tune in to find out the 7 components that make up the brand-new Wheel of Wealth, the importance of turning one wheel at a time and how following the proven process can help you achieve financial security and independence faster.

Resources In This Episode:

Updated Wheel of Wealth [Download]

WT009: The Wheel Of Wealth

Achieve Financial Security by 2026: Your Action Plan [Register Now]

Petition: Make Financial Education Compulsory In All Schools From Primary Age

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Facebook Community

Become a member of WealthBuilders

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Ready to skyrocket your wealth in 2024? In this WealthTalk episode, hosts Christian Rodwell and Kevin Whelan dive into the 7 essential tips that will turbocharge your financial journey this year.

In these uncertain economic times, growing your wealth and achieving financial security becomes even more crucial.

In the episode, we share some practical tips, such as taking stock of your pensions and making use of tax-free savings.

So, whether you're a parent looking to secure your family's financial future, a business owner aiming to grow your wealth, or an ambitious employee on a mission to achieve financial security, this episode is for you.

Resources In This Episode:

Free Wealth Building Bundle [Download]

>> Achieve Financial Security by 2026: Your Action Plan [Register Here]

Petition: Make Financial Education Compulsory In All Schools From Primary Age

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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John Lamerton, a seasoned entrepreneur graciously opens up about his distinctive path—breaking free from conventional norms, embracing homeschooling, and making the pivotal decision to exit a business in 2016.

During our insightful conversation, John generously shares his perspectives on the significance of imparting invaluable lessons to his children. Delving into the nuances of money role modeling and family traditions, he takes us on a journey of personal insights and intimate reflections.

Join us as we explore the intricate dynamics of family life, the intricacies of financial strategies, and the ever-evolving landscape of entrepreneurship. This episode promises a wealth of wisdom and personal anecdotes from John's unique experiences.

Resources In This Episode:

John Lamerton [LinkedIn]

Petition: Make Financial Education Compulsory In All Schools From Primary Age

Next Steps On Your Wealth Building Journey:

Join the ‘WealthBuilders For Families’ Waitlist

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode, we're joined by multi-award-winning Co-Living HMO developer, Stuart Scott.

Stuart takes us on a deep dive into the world of Co-Living HMOs, sharing his invaluable insights on how to supercharge your profits in the property market.

Stuart unpacks the concept of Co-Living HMOs and explains why this strategy can be a game-changer for property investors.

Tune in to discover how Co-Living HMOs can offer substantial financial rewards, including maximising rental income and boosting your investment portfolio.

Resources In This Episode:

Stuart Scott [LinkedIn]

Stuart Scott [Website]

Petition: Make Financial Education Compulsory In All Schools From Primary Age

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode, we're diving deep into the world of home ownership, especially for first-time buyers in the UK.

Award-winning property investor, Andy Haynes joins us to unlock the secrets and strategies that can make your dream of owning a home a reality.

Discover the practical steps and insights that will guide you on your path to becoming a homeowner, even in today's competitive market.

Andy emphasises the importance of financial literacy and proactive planning when it comes to one of the most significant investments you'll make in your lifetime.

Plus, we'll discuss how teaching these principles to the next generation can shape a brighter financial future for all.

Tune in to gain practical insights, challenge conventional thinking, and embark on your journey towards home ownership.

Resources In This Episode:

Andy Haynes [LinkedIn]

Free Audio Sample: No More Rent: The First-Time Buyer's Key To Unlocking Home Ownership

No More Rent: The First-Time Buyer's Key To Unlocking Home Ownership [Amazon]

Petition: Make Financial Education Compulsory In All Schools From Primary Age

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Chris has played a pivotal role in expanding Sourced Property to over 200 franchisees, all while maintaining a strong focus on property and profit maximisation.

In this discussion, Chris shares his experiences in helping franchisees achieve financial freedom, a goal that deeply resonates with their purpose of securing the future for their children and grandchildren. He also offers a personal touch, reflecting on childhood memories and his family life with wife Bethany and their two boys, Rufus and Nat.

Chris underscores the significance of aligning family values with financial goals. He explores the potential of property investment as a tool for family wealth, emphasising the importance of empowering the next generation with financial knowledge and independence.

Tune in to this episode for a blend of personal anecdotes and expert advice on building and maintaining family wealth that stands the test of time.

Resources In This Episode:

Chris Kirkwood [LinkedIn]

Sourced [Website]

GoHenry [Website]

Birmingham Networking Meetup

Join the Waitlist – WealthBuilders for Families

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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This week, we dive into the world of wealth-building strategies and uncover some hidden gems that can help you elevate your income without any extra costs.

Ever wondered what a salary sacrifice is and how it can potentially boost your income or pension? We break it down for you, along with demystifying national insurance contributions and how reclaiming them can give a nice boost to your take-home pay.

Kevin and Christian emphasise the value of salary sacrifice for all employees looking to amass wealth. Understanding the terminology and advantages is key to fully tapping into this wealth-building strategy.

In the episode, we shine a spotlight on the magic of compound interest and its pivotal role in wealth building. We explore the intricacies of the compounding cycle, interest rates, consistency, and the associated risks.

Tune in for an enlightening episode filled with practical financial wisdom that could be your stepping stone to a brighter financial future.

Resources In This Episode:

Birmingham Networking Meetup

WT218: How Safe Is Your Pension?

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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This week we venture into the education system and explore how a school is shaping the entrepreneurs of the future.

In the episode, we are joined by Edd Moore, a primary school teacher and sustainability enthusiast renowned for his innovative teaching methods and environmentally friendly initiatives.

Sparking their passions, the school Edd Moore teaches at encourages children to engage in sustainability-focused projects, evolving from a communal garden to selling handmade, eco-friendly goods while teaching them essential business skills.

The fascinating project is helping shape young minds through entrepreneurship, with the 'Fiver Challenge' - an innovative initiative that empowers children to start their own mini-business venture using just five pounds!

Stay tuned for helpful tips parents can employ to encourage their children, teenagers or young adults’ entrepreneurial spirit and mindset around money.

Resources In This Episode:

Edd Moore [LinkedIn]

Birmingham Networking Meetup

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In the latest WealthTalk episode, we tackle the pressing concern for millions worldwide… the security of your pension!

Kevin and Christian delve deep into the specifics of protecting your pension and explore the reasons it is critical to do so.

Equip yourself with the tools and expertise needed to ensure the safety and sustainability of your pension, no matter what challenges the financial world throws your way.

Whether you're approaching retirement, in the midst of your career, or just embarking on your pension journey, this episode will provide invaluable insights into fortifying your pension's security and strategies to create growth.

Resources In This Episode:

Networking & Cashflow 101 London

Birmingham Networking Meetup

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this thought-provoking episode of WealthTalk, we have the honour of interviewing author and TedX speaker, Dr Shelley James. Shelley is a visionary in the art of turning passion into profit, and she's here to share her wisdom with you.

Join us as we embark on a journey with Shelley, who unravels the secrets behind identifying and transforming your deepest passions into a source of financial prosperity.

Learn how to create a business that not only generates profit but also makes a positive impact on the world, fulfilling your personal and financial aspirations.

As well as hearing the hurdles and setbacks you may encounter on your passion-driven business journey, with Shelley offering practical advice on how to navigate them successfully.

Whether you're an aspiring entrepreneur or looking to infuse new life into your existing business, this episode is a must-listen.

Resources In This Episode:

Dr Shelley James [LinkedIn]

Networking & Cashflow 101 London

Birmingham Networking Meetup

WT159 - Looking At Your Wealth In A New Light w/ Dr Shelley James

WT201 - Member Story: First Steps Into Business, Rachel Bunney

Validate Your Business Mini-Course

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of WealthTalk, we have the pleasure of hosting experienced investor, Suzi Carter.

Suzi shares her invaluable insights on strategies and techniques that empower families to create a lasting legacy of prosperity and financial well-being.

During this engaging episode, Suzi emphasises the importance of imparting financial knowledge to family members, equipping them with the skills to make informed decisions and secure their financial future.

We delve into the intricacies of estate planning, including wills, trusts, and other essential tools for passing down assets while minimising tax burdens.

Ready to take the reins of your family's financial future? Suzi also shares pearls of wisdom on smart investment strategies and effective wealth management techniques that are essential for growing and safeguarding your family's wealth.

Resources In This Episode:

Suzi Carter [Website]

Suzi Carter [LinkedIn]

Networking & Cashflow 101 London

WT56: The Commercial Property Market Post Covid19 with Suzi Carter

Secrets of the Millionaire Mind: Think Rich to Get Rich! [Amazon]

The Entitlement Trap: How to Rescue Your Child with a New Family System of Choosing, Earning, and Ownership [Amazon]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Secrets of the Millionaire Mind: Think Rich to Get Rich! New edition by T. Harv Eker (2007) Paperback

The Entitlement Trap: How to Rescue Your Child with a New Family System of Choosing, Earning, and Ownership

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Join us as we engage in an enlightening conversation with Chris Henry about the strategies, tools, and insights that families can utilise to enhance their financial well-being and secure a prosperous future.

During the episode, Chris shares his extensive knowledge and practical advice on a range of topics, including smart investment strategies, estate planning, and creating financial legacies that benefit not only today's generation but those to come.

Tune in as we explore the importance of setting financial goals, aligning investments with your family's values, and navigating the complexities of estate planning.

This episode is a must-listen for families who aspire to achieve lasting financial success, safeguard their loved ones' futures, and create a legacy that endures through the generations.

Resources In This Episode:

Chris Henry [LinkedIn]

Dr. John Demartini: The Values Factor: The Secret to Creating an Inspired and Fulfilling Life [Amazon]

WT113: What If You Can't Find Your 'Why'?

WT207: WealthBuilders for Families: Mark Stokes

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

The Values Factor: The Secret to Creating an Inspired and Fulfilling Life

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In the latest WealthTalk episode, we're joined by the Founder of Blue Tree Savings and author of ‘Grandpa’s Fortune Fables’, Will Rainey, to explore a crucial topic for parents and grandparents; turning pocket money into lifelong financial wisdom.

Join us as we dive deep into a conversation with Will Rainey to understand the transformative power of teaching financial literacy to children, teenagers and young adults.

In a world where money management skills are essential, Will shares his wealth of experience and knowledge on how to instil great financial habits in the next generation.

In the episode, Will discusses the importance of early financial education, offering real-world examples and success stories that showcase the remarkable impact it can have on a child's future financial well-being.

From savings goals and smart spending to investments and the power of compounding, you'll gain valuable insights into how to empower your children, teenagers and young adults with the skills they need to navigate the financial landscape with confidence.

Resources In This Episode:

Will Rainey [LinkedIn]

Blue Tree Savings [Website]

Grandpa's Fortune Fables [Amazon]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Grandpa's Fortune Fables: Fun stories to teach kids about money

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Families membership is LIVE! In the latest WealthTalk episode, we take a sneak peek into the WealthBuilders for Families membership to explore what makes this such a unique and invaluable membership for parents, grandparents and relatives looking to ensure their children, teenagers and young adults, are equipped with the knowledge and confidence to deal with the financial challenges and opportunities ahead.

Discover how the Families membership provides you with access to a wealth of resources, expert guidance, and a supportive community.

The WealthBuilders for Families Founder Members offer is available until midnight Monday 9th October. By signing up, you lock in a unique discount and bonus content for the lifetime of your membership!

Resources In This Episode:

Founder Members Launch [Limited Time Offer]

Manchester Meetup

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of WealthTalk, we delve into the critical topic of raising financially responsible children with our special guest, Joanna Martin, Founder of One of Many. Join us as we explore the essential skills and strategies parents can employ to instil financial literacy and responsibility in their kids.

Joanna explains the importance of laying a strong financial foundation for children and why it's never too early to start teaching them about money with age-appropriate financial education and lessons that help your children grasp essential financial concepts, from saving and budgeting to understanding the value of money.

She shares insights on teaching children to set and work towards long-term financial goals, including saving for college and future financial independence and we delve into the impact of technology on children's financial education and how to navigate the digital age when teaching financial responsibility.

In the episode, we discuss the vital role parents play in modelling good financial behaviour and share practical tips for creating a financially responsible environment at home. Join us in this insightful conversation as we empower parents to equip their children with the skills and knowledge needed to make informed and responsible financial decisions throughout their lives. Tune in now to learn how to raise financially responsible children with confidence.

Resources In This Episode:

Register for Families Launch Webinar

Joanna Martin [LinkedIn]

Joanna Martin [Website]

WT54: Dr. Joanna Martin - Intellectual Property and Business

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this captivating episode, we sit down with one of our Founding WealthBuilders Members, Andreas Loizou, to explore his remarkable title-splitting property deal.

Andreas shares the intricacies of how he discovered and navigated this deal, shedding light on his invaluable learning experiences after going through multiple challenges.

Andreas credits his Wealth Coach, Manish Kataria, and the WealthBuilders community for playing pivotal roles during this project, highlighting the guidance and camaraderie that have been instrumental in his success.

This episode is a must-listen for anyone seeking inspiration, practical property advice, and a deeper understanding of the profound impact a supportive community and mentorship can have on your financial journey.

Resources In This Episode:

Andreas Loizou [LinkedIn]

WT144: Member Spotlight: Andreas Loizou

Register for Families launch webinar

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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As they don’t teach financial literacy at schools, colleges or the workplace, we believe it is vital for parents to be the best money role models they can be.

At WealthBuilders, we’re on a mission to help parents and grandparents ensure their children, teenagers and young adults, are equipped with the knowledge and confidence to deal with the financial challenges and opportunities ahead.

We want to help nurture a financially wise generation, ensuring wealth isn't just consumed but grown and passed down. This is why we have created the following 7 principles.

Listen now to find out how you can be part of this truly life-changing community as a founding member.

Resources In This Episode:

Register for Families launch webinar

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this captivating episode of WealthTalk, we shine a spotlight on one of our founding WealthBuilders members, Glyn Wilkinson. Join us as we delve deep into Glyn's inspiring journey within the WealthBuilders, where financial transformation and empowerment are at the forefront.

Having been one of the 100 founding WealthBuilders members when he joined in 2019, Glyn Wilkinson, shares his invaluable experiences, the challenges he’s had to overcome and his success stories since joining the programme.

Listen in as he discusses how WealthBuilders has empowered him to take control of his financial future, make informed investment decisions, and build a path towards financial independence.

Whether you're a seasoned investor or just starting your wealth-building journey, this episode offers valuable insights and motivation to help you achieve your financial goals.

Resources In This Episode:

Glyn Wilkinson [LinkedIn]

WT018: SSAS Pensions [The Director’s Pension]

WT163: From Zero To £20k A Month w/ Heather Smail

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode, we dive deep into the dynamic world of property investment with property entrepreneur, author, investor and mentor, Simon Zutshi.

Join us as we explore the ever-evolving landscape of property and answer the burning question on every investor's mind: "Can you still make money from property?"

With years of experience and a keen eye for market trends, Simon Zutshi guides us through the intricate pathways of property investment. Simon unpacks the strategies and mindsets that can lead to profitable ventures, even in uncertain times.

Tune in as we unravel the secrets to success in property investment and gain valuable insights from an industry expert. Discover how to identify opportunities in the ever-changing property market, leverage creative financing techniques, and harness the power of networking.

Whether you're a seasoned investor or just stepping into the realm of property, If you're curious about the potential of property investment in today's world, this episode is a must-listen.

Resources In This Episode:

Simon Zutshi [LinkedIn]

Simon Zutshi [Website]

Lease Options Magic [Simon’s Brand New Book]

pin Monthly Meetings

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Join us as we sit down with business owner, property investor and developer, author, husband and father, Mark Stokes.

Mark left his successful corporate career to build a portfolio of multi-generational assets from property through to business ownership and investment, achieving financial independence in his mid-forties.

In the episode, Mark delves into the importance of education, communication, and aligning family values with financial goals. This episode equips you with the tools to embark on your own journey of building and maintaining wealth that stands the test of time.

If you're looking to secure your family's financial future and navigate the complexities of generational wealth, this episode is a must-listen.

Resources In This Episode:

Mark Stokes [LinkedIn]

EquaAcademy [Website]

Advice To Your Younger Self: A unique collaboration of reflections, lessons and advice, inspiring you to fulfil your unlimited potential

Join the Waitlist – WealthBuilders for Families

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Advice To Your Younger Self: A unique collaboration of reflections, lessons and advice, inspiring you to fulfil your unlimited potential

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With the launch of WealthBuilders for Families just around the corner, we sit down with Shaz Nawaz – a seasoned entrepreneur, accomplished investor, and expert property tax accountant.

In this insightful episode, we delve into Shaz's journey as he unveils his role as a financial role model for his four children.

Drawing from personal experiences, Shaz imparts invaluable money lessons cultivated during his upbringing. Learn how these lessons now empower him to share financial wisdom with his own children, shaping their understanding of investments and the true worth of money.

Tune in to discover how you, too, can initiate transformative conversations with your loved ones and create a legacy of financial literacy.

Resources In This Episode:

Shaz Nawaz [LinkedIn]

AA Accountants [Website]

Join the Waitlist – WealthBuilders for Families

RSVP for our London Meetup - Thursday 17th August

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In this episode of WealthTalk, we dive deep into the secrets to achieving pension millionaire status by the age of 50.

Kevin and Christian explore the tangible steps, insightful strategies, and investment techniques you can utilise to navigate the complex landscape of pension investments, seize opportunities, and make your retirement years truly golden for yourself or future generations.

Whether you’re working on your own financial planning journey or building a plan for your loved ones, this episode will empower you with the knowledge and inspiration needed to transform your pension into a powerful wealth-building tool.

Resources In This Episode:

What is the difference between a SIPP and a SSAS pension?

Talk to WealthBuilders about SSAS pensions

Providers of small self-administered schemes must "up their game" as the product marks the 50th anniversary of its creation this year.

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this highly informative podcast, your hosts Kevin Whelan and Christian Rodwell take you on a comprehensive journey through the risks that demand careful consideration as you approach retirement.

Kevin and Christian share the critical importance of safeguarding your financial future. In this episode, they address outliving your savings, preparing for unexpected costs, protecting your purchasing power and much more!

Whether you're approaching retirement or already enjoying it, this episode will equip you with the knowledge and tools to navigate potential pitfalls and ensure a comfortable and worry-free retirement.

Resources In This Episode:

WT198: 3 Essential Insurance Policies You Should Consider w/ Paul Brooks

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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With the launch of WealthBuilders for Families just around the corner, WealthCoach, business owner and property investor, Jon Dale, joins us on the WealthTalk podcast this week to share the lessons he has passed on to his children and the importance of establishing a solid financial foundation for both the present and future generations.

If you aspire to take control of your family's financial destiny, this episode is a must-listen.

Resources In This Episode:

Jon Dale [LinkedIn]

Join the Waitlist – WealthBuilders for Families

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Resources In This Episode:

>> Join the waitlist – WealthBuilders for Families

Next Steps On Your Wealth-Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this captivating episode, we dive into the inspiring journey of Rachel Bunney, the owner of The Bunney & Thread Embroidery Club.

Having joined WealthBuilders in August 2022 with her husband Mark, we explore Rachel’s path to entrepreneurship, the challenges she faced, and the triumphs she has experienced along the way.

Including the pivotal moments that sparked her entrepreneurial spirit and propelled her to turn her hobby into a thriving venture. She also reflected on the obstacles encountered during the early stages of her business, such as navigating the intricacies of marketing, building a customer base, and managing the operational aspects of a growing business.

Tune in as we explore Rachel’s initial steps into the world of business and the birth of her beloved brand, The Bunney & Thread Embroidery Club.

Resources In This Episode:

Rachel Bunney [LinkedIn]

The Bunney & Thread Embroidery Club

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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This week we’re celebrating 200 WealthTalk podcast episodes! To commemorate the milestone we reflect back on where we were when we launched the podcast back in February 2019 and where we are now, four years later.

In this special episode, we unveil our exciting new mission: sharing a proven, step-by-step process that teaches forward thinking parents how to help their children go from financially unaware to financially savvy and responsible.

But that’s not all, we also announce our upcoming networking event, taking place on Thursday 17th July at Home Grown Private Members' Club, London. Perfect for business owners and entrepreneurs who would like to grow their connections and network with like-minded individuals.

Resources In This Episode:

WealthBuilders for Families

London Meetup Event

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In this episode of WealthTalk, we dive into the world of business insurance and explore the essential policies that every business owner should consider to protect their business. Joining us on the podcast this week is WealthBuilders SSAS Director, Paul Brooks. Paul walks us through three crucial insurance policies that can protect your business from unforeseen risks and provide peace of mind.

Whether you're a seasoned entrepreneur or just starting your business journey, this episode provides valuable information on insurance policies that can shield your business and ensure its long-term success.

Tune in to learn from the expertise of Paul Brooks and gain the confidence to make informed decisions about protecting your most valuable asset – your business.

Resources In This Episode:

Paul Brooks [LinkedIn]

WealthBuilders [Website]

Built to Sell by John Warrillow [Book]

WT66: 6 Tax-Saving Tips For Business Owners

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Built to Sell: Creating a Business That Can Thrive Without You

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This week we are joined by WealthBuilders SSAS Director, Paul Brooks as we dive into the world of wealth protection.

In this captivating episode, Paul reveals the three crucial insurance policies that can shield your assets, ensure financial stability, and provide peace of mind for you and your loved ones.

From debunking common misconceptions to highlighting the often overlooked benefits, this engaging discussion sheds light on why these policies should be on your radar.

Are you looking to fortify your financial well-being and protect what matters most to you?

Make sure you don’t miss this episode.

Resources In This Episode:

Paul Brooks [LinkedIn]

WealthBuilders [Website]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Andy Labrum joined WealthBuilders in 2018 after a 30-year career in the Police force. Since joining, Andy has leveraged the equity in his home to purchase his first buy-to-let property and purchased an under-performing music studio which he has introduced new automated processes to help rejuvenate it and generate £1,000/month virtually hands-free.

However, Andy's big success has come by building a community which focuses on providing career guidance and support to current and ex-emergency service workers. As a result, he now has over 10,000 members and has been able to build a business with multiple income streams which has helped him to move from financial insecurity to financial security.

Resources In This Episode:

Andy Labrum [LinkedIn]

Blue Light Leavers [Website]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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The average life expectancy of someone living in the United Kingdom in 1900 was around 47 years. In the year 2000, it rose to 77 years and, according to some projections by the United Nations, the life expectancy in the UK could reach around 95 years by the end of the century thanks to advancements in healthcare and technology.

Although many will agree that a rising life expectancy in the UK is a good thing, in the latest WealthTalk podcast episode, we discuss the potential economic implications related to an ageing population, such as changes in workforce participation and pension systems.

Tune in to hear Kevin and Christian share how you can prepare financially for a 100-year life, including some steps you can take to help ensure you don't run out of money when enjoying a longer retirement period than previous generations.

How will you prepare financially for a 100-year life?

Competition Winners:

A massive congratulations to Stuart Bowker, Phil Richards and David Fogarty who are our WealthTalk competition winners.

The three winners have won a free WealthMap Strategy call, including a token to take a Wealth Dynamics assessment, valued at £295+VAT.

As a very special bonus, the winners will also receive a 30-minute debrief of their WealthMap with Kevin to identify and uncover any areas you may not have thought about, to help you build more wealth.

Thank you to everyone who entered. If you didn't win but would like to book a WealthMap Strategy call to highlight the greatest opportunities for you to start building recurring income from assets right now, you can do so for just £295+VAT here.

Resources In This Episode:

The 100-Year Life [Website]

The 100-Year Life: Living and Working in an Age of Longevity [Book – Amazon]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

The 100-Year Life: Living and Working in an Age of Longevity

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In this week’s WealthTalk podcast, we put WealthBuilders Founder, Kevin Whelan, up against the new kid on the block... ChatGPT!

The artificial intelligence chatbot developed by OpenAI is a hot topic at the moment with many using ChatGPT and other AI tools to aid their day-to-day tasks, ask questions and improve productivity, so we wanted to put its financial education knowledge to the test.

In the episode, we asked AI tools recently asked questions from our Members and compared it's answers to Kevin’s.

Kevin and Christian also discuss the thought-provoking topic of mastering the balance between AI-driven automation and the essential role of human judgment and intuition in complex decision-making scenarios.

As well as the potential challenges and ethical considerations associated with the widespread adoption of AI such as data privacy, algorithmic bias, and the responsibility of developers and organizations in ensuring the ethical use of AI technology.

How To Enter The Competition:

Go to www.wealthbuilders.co.uk and take a look around to see all of the different ways that we can help you to create, build and protect your wealth.

Find the ‘3 simple steps to get started’ (Hint: it might be somewhere on the home page) and then send an email to hello@wealthbuilders.co.uk with the subject line ‘competition’ and list what the 3 steps are.

The deadline to submit your answer to hello@wealthbuilders.co.uk.

Resources In This Episode:

WealthBuilders [New Website]

Monica AI

ChatGPT

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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To celebrate the launch of our new website, we are running a competition! On this week’s WealthTalk episode we are giving away FREE WealthMap Strategy Calls including a token to take the WealthDynamics Assessment. This is valued at £295+VAT. And as a very special bonus, you will also win a 30 minute debrief of your WealthMap with WealthBuilders Founder, Kevin Whelan, to identify and uncover any areas you may not have thought about to help you build more wealth.

We’d love to get your feedback on the new website and want to offer you a free discovery call, which is an opportunity for you to tell us which areas you are looking for help with:

Understanding your current pensions better

Finding out if a SSAS pension is a good fit

Working with our team of wealth coaches to build multiple streams of recurring income so that you can break free from the time-for-money trap

How To Enter The Competition:

Go to www.wealthbuilders.co.uk and take a look around to see all of the different ways that we can help you to create, build and protect your wealth.

The deadline to submit your answer to hello@wealthbuilders.co.uk is Friday 26th May.

Resources In This Episode:

WealthBuilders [New Website]

Book A Free Discovery Call

Free Live Webinar [The Roadmap to Financial Independence: A Step-by-Step Guide, Tuesday 23rd May]

Register Your Interest [WealthBuilders for Families]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In the latest WealthTalk episode, we invited award-winning property trader and investor, Saif Derzi to speak about his experiences in the property market, having sold over 160 properties in 5 years for his investment/trading company SDGB Properties and is targeting a massive 300 properties sold within 7 years.

In the episode, Saif shares his property journey; from starting out as a part-time property investor while working a full-time job to building a successful property investment portfolio, managing over 400 properties for landlords and investors.

He also discusses the key elements that led to his success, including how he found properties for great value and how he was able to scale and implement processes to grow several successful businesses.

Resources In This Episode:

Saif Derzi [LinkedIn]

SDGB Properties [Website]

Property Buyers Today [Website]

Register for Property Deals

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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We invited property investor and founder of Property Filter, Guillaume Black, onto the WealthTalk podcast to speak about the strategies and techniques for finding and managing motivated sellers in the property market.

Throughout the episode, Guillaume shares his wealth of experience and insights, providing valuable tips on how to effectively source and manage motivated sellers for successful property deals.

The conversation covers a wide range of topics, including the importance of building a network and developing relationships in the industry, the mindset and skills required for success as a property investor, and the benefits of using creative financing strategies.

Whether you are a seasoned property investor or just starting out, this podcast episode offers a wealth of practical advice and actionable tips that you can use to improve your sourcing and management of motivated sellers.

Resources In This Episode:

>> Guillaume Black [LinkedIn]

>> Property Filter [Website]

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Pensions. Most of us have one, but they can often be the most undervalued and overlooked asset for building your wealth.

This week we revisit some of our favourite clips from previous episodes where guests provide insights on how you can use your pension to build wealth.

Guests include; WealthBuilders SSAS Director, Paul Brooks who has been helping clients to understand how they can leverage their existing pensions for over 10 years.

Business investor, mentor and author, Mark Stokes, who doubled his pensions in as little as two years.

Not forgetting, of course, valuable nuggets of wisdom from WealthBuilders Founder, pensions expert and economist, Kevin Whelan.

Tune in to hear our guests cover the key differences between SIPP and SSAS pensions, how to create more income before the age of 55 by using your pension and why you can’t rely solely on your pension to support you later on in life.

To help you find the content that is of most interest to you we've also curated some 'pillar specific' playlists which you can subscribe to by visiting www.wealthbuilders.co.uk/wealthtalk

Resources In This Episode:

WT128: You can’t rely on your pension

WT017: Do you have a lost pension?

WT018: SSAS Pensions [The Director’s Pension]

>> WT106: Three SSAS Strategies Business Owners Can Use To Build Their Wealth

WT099: How Mark Stokes Doubled His Pension in 2 Years Using SSAS

WT133: SIPP vs SSAS Pensions: 10 Key Differences

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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There are 7 pillars of wealth and at WealthBuilders we see property as by far the most popular choice amongst our members to generate predictable recurring income. Knowing which strategy is right for you depends on your points of leverage and your interests.

This week we revisit some of our favourite clips from previous episodes where guests provide insights on why building wealth through property is such a great strategy.

Guests include the Founder of Property Investors Network, Simon Zutshi who shares his thoughts on the best strategies for property investing in the current UK market, Jerry Alexander on his commercial property investment lightbulb moment and Wealth coach, Toby Spanier who shares creative ways of financing your property deals.

To help you find the content that is of most interest to you we've also curated some 'pillar specific' playlists which you can subscribe to by visiting www.wealthbuilders.co.uk/wealthtalk

Resources In This Episode:

WT164: Best Strategies In The Current UK Property Market w/ Simon Zutshi

WT176: How To Get Started In Supported Living Property Investing w/ Lisa Brown

WT93: How To Get Started In Commercial Property w/ Jerry Alexander

WT90: Adopting A 1000 Property Mindset

WT136: Reinventing Retail: How to drive value from marginal retail space w/ Luke Spikes

WT171: 5 Creative Ways To Finance Your Property Deals w/ Toby Spanier

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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WealthBuilders focus on generating recurring income from assets (which we refer to as 'pillars' ...and there are only 7! This week's episode dives back into some of our most popular episodes focused on pillar #3, which is the investment pillar.

We revisit conversations with experts in their field, including number 1 best-selling finance book author - Andrew Craig, former hedge fund manager and financial blogger - Todd Tressider, and wealth coach, Manish Kataria - a CFA-qualified professional investor with 20 years experience of analysing the markets.

Not forgetting, of course, those valuable nuggets of wisdom from WealthBuilders Founder, pensions expert and economist, Kevin Whelan.

To help you find the content that is of most interest to you we've also curated some 'pillar specific' playlists which you can subscribe to by visiting www.wealthbuilders.co.uk/wealthtalk

Resources In This Episode:

WT188: Business Success [Featured Guest Highlights]

WT174: A Plain English Guide To Investing w/ Andrew Craig

WT150: Investments that benefit from inflation and uncertainty w/ Manish Kataria

WT80: Gold Is A Hedge, Not An Investment

WT161: Building Wealth Through Trading And Crypto w/ Marcus de Maria

WT69: Interview with Todd Tressider, The Financial Mentor

WT21: WT021 : Why most investments are C.R.A.P

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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As we approach our 200th episode we're diving back into the archives to revisit some of the insights which you might have forgotten about or possibly never heard the first time!

This week we focus on Pillar 5 - Business. Featured guests include Best selling Author and award winning entrepreneur, Daniel Priestley, and Founder of the World's largest business coaching franchise, Brad Sugars.

To help you find the content that is of most interest to you we've also curated some 'pillar specific' playlists which you can subscribe to by visiting www.wealthbuilders.co.uk/wealthtalk

Resources In This Episode:

>> WT145: Brad Sugars, Founder of ActionCoach, talks wealth & business

>> WT67: Creating Assets Within Your Business, w/ Daniel Priestley

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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We invited IWN Accountancy Founder and Property118 tax advisor, Alex Norian onto the WealthTalk podcast for a property tax Q&A.

Following the recent budget changes, we wanted to get Alex’s thoughts on the number one problem investors are trying to navigate right now; rising interest rates.

As well as addressing the confusion of when someone should purchase a property in their name versus purchasing as a company, and the tax implications.

Tune in to find out about the role of an LLP; what is it and when is it appropriate?

Resources In This Episode:

Alex Norian [LinkedIn]

Property118 [Website]

IWN Accountancy [Website]

WT132: BBQ Networking Technique

WT183: Stealth Taxes And Steps To Mitigate Them

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In the latest WealthTalk episode, Kevin and Christian discuss the big pension changes in the recent UK Budget.

Tune in to hearhow changes in pension contributions, the lifetime allowance and the money purchase annual allowance will impact different groups; including the top 1% of earners, NHS doctors and business owners.

If you are a business owner looking to build your wealth, you will definitely want to listen to the episode to find out how these changes can get you a 25% discount on the price of the stock market, gold or property.

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In the latest WealthTalk episode, Christian interviews WealthBuilders SSAS Director, Paul Brooks on how you can leverage your pension using a SSAS to create more income, before the age of 55.

Paul has been helping clients to understand how they can leverage their existing pensions for over 10 years.

Tune in to the episode to hear Paul explain what a SSAS pension is, why it puts you firmly in the driving seat compared to other pensions and the different strategies that are possible through a SSAS for creating new income.

Resources In This Episode:

FREE SSAS pension resources

Connect with Paul Brooks on LinkedIn

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In the latest WealthTalk episode, Kevin and Christian discuss how schools are failing to teach financial education to children and the serious long term consequences of this.

A recent survey commissioned by the Centre for Social Justice (CSJ) and the debt collection agency Lowell found that 68% of young people in the UK reported that a lack of money management skills is a key factor in driving them into debt.

The study noted that 79% of adults who didn’t receive financial education have fallen behind on utility bills or council tax payments over the previous six months. They are also more likely to be unemployed or earning less than the national average wage.

With two-fifths of teachers not knowing that financial education, a subject that has been mandatory since 2014, is a legal curriculum requirement, we can’t rely on schools to teach our children about money matters.

It is not about teaching your child to be rich, but empowering them with the financial skills to help them follow and achieve their life goals.

Tune in to the episode to hear Kevin and Christian’s experiences with money talk growing up, the importance of educating your children and the financial consequences that could impact throughout their life if they are not correctly educated.

Resources In This Episode:

Express your interest for WealthBuilders for Families

Live Webinar: How to Create a Clear Plan within 60 Days to Build Predictable Recurring Incomes from Assets

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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In the latest WealthTalk episode, Kevin and Christian discuss stealth taxes and the steps you can take to mitigate them. Stealth tax refers to a levy that you might not think of as a tax hike but nonetheless has the same effect.

When stealth tax is there to remove income from you, you need to find ways to reclaim that money wherever you can.

Tune in and find out why Kevin believes inheritance tax is basically a voluntary tax and how you can mitigate lifetime allowance tax using your family.

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Founder and Director, Mark Fernihough, started out in his family business selling cars, before a change of industry led to him and his family educating themselves in property and starting a now thriving property business, Prosper Property, which serves the tourist industry in their home county of Cornwall.

Mark and his team find undervalued commercial properties and turn them into highly profitable serviced accommodation businesses. Having developed their first rental property in 2005, Prosper Property now has over 70 live units, owning and managing properties valued at a total of £6.5m.

Tune in to hear Mark’s tips on how to maximise your occupancy all year round, so you are no longer relying solely on the tourist season. Learn how Mark sources and negotiates the right property deals and the systems and automations Mark has put in place within the business which helps maximises profits and enables him to work on the business, rather than in it, without lowering the quality of the service he provides.

Resources Mentioned In This Episode:

WT011 - Creating leverage using FIRST

Register for the live SSAS Webinar

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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The latest WealthTalk episode is a recording from the WealthBuilders' first live webinar of 2023. Membership Director, Christian Rodwell, explains how you can become part of the 5% of people that actually make it to financial security and then on to financial independence.

Tune in to learn a holistic process to create multiple streams of income, how you can move from insecurity to independence fast and how to get real clarity and avoid overwhelm on your journey to building wealth.

Resources Mentioned In This Episode:

Book a Call To Explore WealthBuilders Academy with Christian

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Join the WealthBuilders Academy

REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

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Neil and his wife Katie joined the WealthBuilders Academy back in November 2022 and have been unstoppable ever since.

Neil Moggan is the founder of Future Action, a teacher training course provider, that has supported over 100 schools since lockdown in guiding their teachers to reduce children's anxiety, build their confidence and creating sustainable early intervention well-being programmes within 90 days.

As a teacher and father, Neil is committed to transforming the life chances of young people, and is currently writing a book on the decline of children’s mental health over the last 20 years and potential solutions for schools focusing on early intervention mental wellbeing programmes, trauma informed practice and the link between physical activity and mental wellbeing. He also owns a property company with his wife specialising in student HMO’s

Tune in to hear how Neil had his eyes opened to financial literacy after reading Kevin’s book, the 7 Pillars of Wealth and how Neil has been able to build £3,000 per month recurring income which enabled him to sack his boss and move away from financial insecurity.

Resources Mentioned In This Episode:

Connect with Neil Moggan [LinkedIn]

Future Action [Website]

7 Pillars of Wealth eBook

Next Steps On Your Wealth Building Journey:

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Our first episode of 2023 features the incredible Abi Foster, Founder of Elent, who is taking financial education into schools up and down the country.

Abi founded Elent in October 2021 and has since partnered with 24 schools to help pupils by delivering financial workshops tackling subjects such as pay slips, student loans, pensions and other relevant areas of finance, leaving them feeling prepared for their next chapter.

Abi shares the same beliefs as WealthBuilders when it comes to the importance of educating the next generation on financial literacy.

Tune in to hear Abi’s story and why she, just like WealthBuilders, believe it is so important to educate the next generation on financial literacy.

Resources Mentioned In This Episode:

Connect with Abi Foster [LinkedIn]

View the Elent website

Register your interest in WealthBuilders for Families

Next Steps On Your Wealth Building Journey:

Join the WealthBuilders Community

Register for the upcoming FREE Live Academy Webinar

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With the average age of a first time buyer being 37, rising interest rates and the current cost of living crisis, most people live a life of scarcity and uncertainty. We at WealthBuilders want to help stop people from falling into that trap. Wealth building is about taking small, consistent steps every single month.

An important part of building wealth is sharing your knowledge and there is no better person to share your knowledge with than your children. Unfortunately, most parents are following an old, outdated imprint and are not equipping their children with the correct skills to build wealth.

Tune in to hear Kevin and Christian dispel the myths that just seem to get accepted around building wealth and why you should be equipping your children with the correct skills to build their wealth, regardless of their age.

Resources Mentioned In This Episode:

TED Talk - Sir Ken Robinson: Do Schools Kill Creativity?

Download your copy of the Declaration of Financial Independence

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Kevin and Christian walkthrough the WealthBuilders declaration of financial independence, a certificate that we ask our members to sign and share; committing themselves to following the values needed to become financially independent.

After all, you cannot build wealth without a commitment to following the process.

Tune in to hear the 7 WealthBuilders values within the declaration of financial independence.

Resources Mentioned In This Episode:

Download your copy of the Declaration of Financial Independence

Join the WealthBuilders Community

Register for the FREE Live Academy Webinar

Join the WealthBuilders Academy

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Supported living property investor, Lisa Brown returns to the WealthTalk podcast to share how you can get started in developing Supported Living Properties for people with support needs.

After working as a Nurse and Health Visitor in the NHS for over 20 years, Lisa decided to follow her other passion and started developing property.

She now specialises in supported living property investing and is passionate about improving the standard of supported living property and is developing ways to make it easier for providers and property investors to connect, to create more homes for those who need them most.

In this episode, Lisa speaks on the benefits of investing in supported living over other property investment strategies, the huge and ever-growing demand for supported living and the misconceptions of investing in this strategy.

Resources Mentioned In This Episode:

Lisa Brown [LinkedIn]

Lisa Brown [Website]

WealthTalk 81 ‘What Is Supported Living?’

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Former civil servant, John Lamerton, quit his job to start an internet marketing business, despite knowing not knowing anything about running a company, marketing and didn’t even own a computer!

Armed with a copy of "Internet Marketing for Dummies" and his girlfriend's parent's computer, John worked hard, made a lot of mistakes, and a little money (just £13.51 in his first nine months!). He kept learning, and kept working harder and harder for years, and made more money. Until he read ONE line, in ONE book that changed EVERYTHING.

He calls this his lightbulb moment, when he discovered the ambitious, lifestyle business and realised that you can design your business to deliver the lifestyle YOU want.

In this episode, John shares how a "lifestyle business" doesn't mean scraping a living, and how it is possible to merge ambition to grow, with being there for your family and enjoying freedom within your life.

Resources Mentioned In This Episode:

John Lamerton [LinkedIn]

Big Ideas... For Small Businesses [Amazon]

Evergreen Assets [Amazon]

Routine Machine [Amazon]

Register for the FRE Live Academy Webinar

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Evergreen Assets: The "Do The Work Once, Reap the Rewards Again and Again (and Again!)" Content Marketing Ecosystem

Big Ideas... For Small Businesses: Simple, Practical Tools and Tactics to Help Your Small Business Grow

Routine Machine: How successful people improve their morning routine, daily habits and guarantee themselves results

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Number 1 best-selling finance book author, Andrew Craig, joins us live on the WealthTalk podcast this week.

During his career in finance, Andrew has met with the senior management teams of over one thousand companies and with several hundred professional investors and has regularly been involved in high profile stock market transactions. These have included the Kingdom of Sweden’s sales of Nordea Bank AB in 2013 (totalling $7.6 billion) and the stock market flotation of several dozen companies including the likes of EasyJet, Burberry, Campari, Carluccio’s, the Carbon Trust and lastminute.com.

Andrew’s view is simply that you really owe it to yourself to learn enough about money and investment to get your financial house in order. The rewards for doing this are life-changing. With simple investing and by managing your own money, you'll be able to achieve higher returns and save 1000s of pounds in fees and charges. Even if you only have £50 a month to learn how to invest better.

“It is time to get your money working for you.” Andrew insists that investing is for everyone and that most people partake in the destruction of their wealth each year, by not investing, due to a lack of financial literacy.

His number 1 best-selling finance book, ‘How to Own the World’ explains why you can and must learn about investment, and highlights the significant advantages you have over many finance professionals. Andrew believes the knowledge needed to grow your money isn’t complicated, just very poorly distributed throughout the population. Something he is trying to change.

Resources Mentioned In This Episode:

Andrew Craig [LinkedIn]

Plain English Finance [Website]

How to Own the World: A Plain English Guide to Thinking Globally and Investing Wisely [Amazon]

Register for the FRE Live Academy Webinar

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How to Own the World: A Plain English Guide to Thinking Globally and Investing Wisely

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Davinia Tomlinson started rainchq in 2018 after 15 years of working in the investment management industry and becoming frustrated with both the poor representation of women in senior management positions and low engagement of women when it came to their finances.

Rainchq is a thriving global community that offers financial education, coaching and advice to women at all stages of their financial journey. It was born out of Davinia’s commitment to helping women take control of their financial futures and live their best, most financially abundant lives.

Through rainchq, Davinia has discovered that despite differing access to certain investment opportunities around the world, when it comes to the unique challenges that women are facing when it comes to their money, there is a commonality irrespective of where they live.

Tune in to hear Davinia discuss what she has found to be the biggest thing that is holding women back from achieving financial resilience, rainchq’s 5 pillar approach to building wealth, R.E.I.G.N and women’s equal pay day.

Resources Mentioned In This Episode:

Davinia Tomlinson [LinkedIn]

Rainchq [Website]

Cash is Queen: A Girl’s Guide to Securing, Spending and Stashing Cash [Amazon Pre-Order]

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Dan Hill is a multiple award winning, fast growth entrepreneur who specialises in investment, strategy, mergers and acquisitions. He is the founder and managing director of PPN UK one of the UK’s leading property groups, achieving 100%+ growth year on year from 2011 to date, making PPN UK in the top 2% of fast growth companies in the UK.

Dan returns as a guest on the WealthTalk podcast to speak about his brand new book Karma Credits: The universal law of wealth, health and happiness and discusses how he believes life and business can be significantly easier if you follow his secret to success, the blueprint that he has spent the last 20 years building, collecting karma credits.

The way you behave on a daily basis, positively or negatively impacts everyone around you, whether you realise it or not.

Tune in to hear Dan explain what karma credits are and how by just looking out for opportunities to help people without expecting anything in return, your life will become more enjoyable, more connected and in the long run, if you follow Dan’s principles authentically he believes you will see business and financial benefits too.

Resources Mentioned In This Episode:

Dan Hill [LinkedIn]

Karma Credits: The universal law of wealth, health and happiness [Amazon]

WT155: Retire Young, Retire Wealthy w/ Daniel Hill

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Property investor and WealthBuilders wealth coach, Toby Spanier loves to help people achieve financial freedom as they transition from employee to business owner. This is a journey that Toby is all too familiar with, after putting in place a 5 year plan to move from full-time employment to self-employed, this year Toby left his role at the company to become his own boss.

Now involved in residential property investment and commercial property development Toby rues not starting his property journey 10 years ago and encourages those who are in a similar position to what he was to overcome the fear of failure and get started in property investing.

Tune in to hear Toby share five creative ways you can finance your property deals, even in these uncertain times.

Resources Mentioned In This Episode:

Toby Spanier [LinkedIn]

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Knowing about taxes is incredibly important for all of us. After all, we all pay some amount of tax, however big or small. Now, you don’t need to be an accountant or understand the tax law inside and out, but with a greater understanding, you may be able to take advantage of the opportunities that are out there to reduce your tax bill.

Tune in to hear Kevin and Christian share the principles that you can implement to legitimately, pay less tax each year. The duo discuss tax free-allowances, tax thresholds and some brilliant tax-free products that are out there, that you may not be currently taking advantage of.

Resources Mentioned In This Episode:

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One of our biggest values here at WealthBuilders is community. For us, it’s all about sharing and supporting like-minded individuals who are on the same path.

If you are involved in the tyranny of the routine of a day job, or struggling to wear multiple hats in your business and life, you will often ask yourself these questions...

How do I find the time? How do I find the wisdom to know what to do? How do I find people to trust to help you do it? And how do I even begin to know where to start?

Well, this is where being part of a community is key.

Tune in to find out the seven benefits of building wealth within a community as Kevin and Christian discuss the power of community, its value if all members abide by the right values and the impact that being in a community can make on your wealth building journey.

Resources Mentioned In This Episode:

Become a part of the WealthBuilders Community

Network with like-minded individuals in our WealthBuilders Community Facebook Group

Join the WealthBuilders Academy

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The current outlook is miserable for UK consumers, who are currently being squeezed from every angle – with rising interest rates, utility bills, weekly shopping costs, petrol ...and wages that are not keeping up.

But, these troubled times do not mean you can’t have control over your finances and build wealth. Tune in to hear Kevin and Christian share the 7 asset pillars you can utilise to build your wealth and the opportunities that come in these uncertain times.

Resources Mentioned In This Episode:

Enrol: 6-week online D.E.B.I.T.S Challenge

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Property developer, investor and WealthBuilders wealth coach, Carol Robinson has a true passion for navigating people through the choppy waters of life and property investing to a place of true wealth on their terms.

She has been investing in properties for over 15 years, building a large and diversified portfolio across many property investing, acquisition and development strategies, as well as, using creative financing.

Wealth is about certainty. When life is uncertain, like it is right now, you need to create as many sources of certain income as possible and this is what Carol has done.

Tune in to hear how and why Carol made the transition from an investor to a property developer, the challenges she has faced and why she feels being self-aware is an essential quality to have in property investing.

Resources Mentioned In This Episode:

Carol Robinson [LinkedIn]

Wealth Dynamics Test

WT113 - What if you can’t find your why

EP158 - Planning gains w/ Fabio Frisenda

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This is a recording of our live webinar where Kevin and Christian shared a whole host of ways to reduce your debts, fees, bills and insurances... whilst still remaining focused on building more wealth.

The outlook is miserable for UK consumers, who are currently being squeezed from every angle – with rising interest rates, utility bills, weekly shopping costs, petrol ...and wages that are not keeping up.

In the webinar, we announced our 6 week D.E.B.I.T.S challenge

We GUARANTEE We'll Help You Find Or Make £1,000 In This Challenge!

We'd love for you to join us on our D.E.B.I.T.S Challenge! A 6-week online challenge that will show you how to uncover and make more money ...so that you have less worry and more control over your finances in these troubled times.

We're so confident you'll at least 10x your investment that we're guaranteeing that if you join us in the challenge, we'll help you find or make at least £1000!!

📅 Starting: Wednesday 21st September 2022

Enrol in the D.E.B.I.T.S Challenge

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Commercial property surveyor, investor and mentor, Kirsty Darkins helps to create job replacing income from commercial property investments.

Commercial property investment is often overlooked by private investors but building a commercial portfolio is one of the most profitable, hands off investment strategies when you understand how.

Kirsty is passionate about helping others achieve, develop and realise their potential.

Tune in to understand from Kirsty how you can create job replacing income from commercial property investing.

Resources Mentioned In This Episode:

Kirsty Darkins [LinkedIn]

Kirsty Darkins [Website]

Register for the ‘How To Navigate The Financial Storm Ahead’ FREE Webinar

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Experienced investor, successful entrepreneur and best-selling author, Simon Zutshi is recognised as one of the top wealth creation strategists in the UK, becoming financially independent by the age of 32.

Passionate about sharing his experience, Simon founded the property investor’s network (pin) in 2003. This has grown to become the largest property networking organisation in the UK. Holding monthly meetings in 50 cities, designed specifically to provide a supportive, educational and inspirational environment - for people to network with and learn from other successful investors.

Simon Zutshi has taught thousands of entrepreneurs and business owners how to successfully invest in a tax efficient way. They now create additional streams of income, giving them more time to do the things they want to do, whilst building their long-term wealth.

Tune in to hear Simon’s thoughts on what the best strategies are for property investing in the current UK market.

Resources Mentioned In This Episode:

>> Register for the FREE Simon Zutshi Purchase Lease Option training

FREE PIN Meeting Ticket. Voucher Code: WealthBuilders

Simon Zutshi [LinkedIn]

Simon Zutshi [Instagram]

Register for the How To Navigate The Financial Storm Ahead Webinar

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Experienced property consultant, developer and portfolio landlord, Heather Smail, shares her story of how she went from a rough council estate to earning £20,000 a month as her own boss.

Heather quit her job 5 years ago, leaving behind a good career with financial security, as she had a burning desire to be in control of her own life and make decisions for herself.

For the last 2 years, Heather has been a property consultant for clients who are looking to start their own property investment journey and would like to echo her results; acquiring financial freedom with a recurring income of £20,000/month.

“Life is so short. You only get one chance!” Tune in to hear the emotional journey that Heather went through in her early life and how that has built her powerful mindset, which helped her to financial freedom.

Resources Mentioned In This Episode:

Heather Smail [LinkedIn]

Heather Smail [Instagram]

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What impact would you like to make?

Co-founder and director of Cornerstone Place, Richard Kennedy, is on a mission to use the power of business models and capital to create sustainable, positive social change.

Cornerstone Place is a social enterprise that aims to serve charities that provide accommodation and services for people at risk of homelessness. Richard and his co-founder David have a vision of creating 5-10 million bed nights for the homeless.

Social enterprise businesses are trying to change the world for the better. Like other businesses, they aim to make a profit, but what sets them apart is what they do with their profits - often reinvesting and donating profits to create a positive social change.

So often people become fixated on chasing the money and hitting financial targets but Richard’s message is that you can think about ‘what good can I do for the world?’ whilst still making profits.

Tune in to hear Richard’s thoughts on why it's never too soon to prioritise social impact.

Resources Mentioned In This Episode:

Richard Kennedy [LinkedIn]

Cornerstone Place website

WT051: 11 Compounding ROI’s to Build Your Wealth

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Wealth educator, trader, investor and entrepreneur, Marcus de Maria discusses how he started trading and investing, the importance of education when investing and what he believes to be the secret to building long term wealth using the stock market.

Marcus now wants to help others around the world achieve financial independence for themselves and their families so that no one has to live a life worrying about money.

Resources Mentioned In This Episode:

Marcus de Maria [LinkedIn]

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WealthBuilders Academy member, Neil Munday discusses how education and community support is propelling him towards financial independence and beyond.

With a highly successful but demanding career in international sales, Neil was looking to make some life changes. Lockdown allowed him to reflect on his job and prompted him to take control of his family's financial future. Within 18 months of joining WealthBuilders' SSAS Pensions and later the Academy, Neil is well on his way to financial security.

Resources Mentioned In This Episode:

Episode 066 ‘6 Tax-Saving Tips for Business Owners’

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How much natural light do you get a day? And why is it so important?

Dr Shelley James recently completed a Tedx talk about the benefits of light and how the space station lighting used by astronauts can help us here on earth. Shelley’s Tedx has been extremely well received, being one of the top 3 Tedx talks in the world in May, just 5 days after its release and now having over 85,000 views on the Tedx YouTube channel.

On average we spend less than an hour a day outside and our body clocks are really struggling. The technology that was developed to help astronauts survive indoor life is actually now available and affordable.

What does this have to do with building wealth? Our mindset and wellbeing is crucial. If we're not in the right frame of mind, then we're not going to be as productive as we could be. Sharpness of brain and your ability to remember things, are just two of many things that are completely mediated by your exposure to light.

Tune in to hear how Shelley launched a campaign for teens which reach over 2.5 million kids to help them to see how they can use light to be healthier, happier and more sustainable. Shelley also discussed how property developers can use lighting to add real value to their spaces, secure better quality tenants and lower vacancy rates.

Resources Mentioned In This Episode:

Connect with Shelley [LinkedIn]

[Download] 'How Can Healthy Lighting Improve Your Property Performance'

Watch Shelley’s Tedx Talk

WealthBuilders Experience – Wine & Tapas

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Property is one of the seven pillars of wealth and within property there are many strategies to build wealth through increased cashflow or capital.

Today WealthBuilders Academy Member, Fabio Frisenda, shares how you can build wealth through property planning gains, the strategy of capturing the uplift in land value generated by the granting of planning permission.

Tune in to hear why, due to the current climate, planning gains is a property strategy with less risk. Fabio talks us through the initial steps you would need to take once you source a property without planning permission, so you can analyse whether a property would be suitable for the planning gains strategy.

Resources Mentioned In This Episode:

>> Check out Fabio Friesenda [LinkedIn]

Register for the WealthBuilders Webinar

WealthBuilders Experience – Wine & Tapas

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Did you know that for the first time ever, the cost of filling up a tank of petrol for the average car is over £100?

There is so much worry and uncertainty around the market at the minute, but we must always look at both the micro and the macro picture. Most people end up playing the wealth hokey-cokey; jumping into things when times look good due to FOMO and jumping straight out of things when times look tough, due to fear. Building wealth is about having a long term plan, not about reacting to market conditions that will always fluctuate.

Tune in to hear Kevin and Christian talks about the dangers of playing the wealth hokey-cokey and how you can avoid it.

Resources Mentioned In This Episode:

WealthBuilder Experience – Wine & Tapas

Join the WealthBuilders Academy

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Helen shares her journey after joining WealthBuilders when her husband David became disillusioned with his job as an investment banker working in the City due to long hours and spending too long away from his family.

Tune in to hear the first steps Helen took when starting her business, GCSE masterclass, a private tuition service using her experience as a teacher to spot a gap in the market. Helen also discusses how she used her property to create additional recurring income, maximising her income and enabling a better lifestyle with more freedom and time for her family.

Resources Mentioned In This Episode:

Check out GCSE masterclass

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How would you like to retire younger than you currently plan to?

In today's podcast, you can hear the simple formula that can help you to achieve this dream.

Daniel Hill is a multiple award winning, fast growth entrepreneur who specialises in investment, strategy, mergers and acquisitions. He is the founder and managing director of PPN UK one of the UK’s leading property groups, achieving 100%+ growth year on year from 2011 to date, making PPN UK in the top 2% of fast growth companies in the UK.

Daniel speaks about how he has managed to build wealth across multiple pillars, attributing a lot of his success to building a blueprint and following a wealth-building strategy that makes success predictable.

Some people feel financial freedom is so far out of reach they never build it into their plan. The best time to start was yesterday.

Resources Mentioned In This Episode:

Connect with Daniel Hill [LinkedIn]

Check out PPN UK website

Take the Wealth Dynamis Test

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Did you know that you can invest ethically and still grow your wealth?

Often it is a misconception that sustainable and ethical investing means little or no profits. We interviewed Raquel Queral, a property investor and developer who believes you can look after people, the planet and your profits.

Raquel’s company, RQT Property Investments Ltd have built up a sizeable, high-yielding, property portfolio of Buy to Lets and specialise in High End HMO's and Co-living spaces. Her organisation has raised over £12m of investment, made over £1.2m in profit for investors and housed over 1,000 individuals.

With new sustainability regulations being put in place by the government, tune in to find out how you can look after people, the planet and your profits!

Resources Mentioned In This Episode:

Connect with Raquel Queral [LinkedIn]

Save £500 and get 3 Free Gifts - WealthBuilders Self Study Course

>> WT009: The Wheel Of Wealth

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How would you like to learn the skills required to build wealth?

At WealthBuilders, we're on a mission to help 50,000 families completely transform their wealth and become financially independent. That’s why we will be launching our brand new self-study course aimed at ambitious employees and time-poor business owners who want to move from financial insecurity to financial independence within 5 years.

Tune in to find out all about the new WealthBuilders self-study course and how you can enter to win a free self-study course valued at £1995!!

Resources Mentioned In This Episode:

Enter the WealthBuilders Self Study Course Competition

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How would you like to increase your recurring revenue by 900% in 18 months?

Well, this is what WealthBuilder Academy member James Clack did and in the latest WealthTalk podcast episode, James shares his journey after joining in December 2020 as he looked for focus and structure, in a position of financial insecurity.

Tune in to hear the steps James has taken to generate £3,000 per month from assets following our signature Recurring Revenue Roadmap.

Resources Mentioned In This Episode:

Connect with James Clack [LinkedIn]

WT131: Member Spotlight: Claire Snedker

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In this week’s episode, we interview franchising experts, Suzie McCafferty and Eddie Ray. Suzie McCafferty has over 20 years experience in franchising, starting at just 23 years old and is now the Chief Executive Officer of Platinum Wave – the largest independent franchise consultancy. She helps businesses of all sizes and sectors that are looking to scale up their business, realise their brand potential and value do so through franchising.

Eddie turned his business, Progressive Sports – a passion project built from a desire to inspire and encourage children to be physically active – into a franchise with over 22 franchised territories across the UK. Turning his passion into profit, growing his business and creating recurring income.

Tune in to hear the benefits of franchising your business, the 12 month process that Eddie went through to get his business ready to be a franchise and how in doing so, he achieved massive business growth far quicker than expected. We also discuss the importance of high quality systems and training when franchising and how you could use franchising to bring your brand into territories, where you don’t currently have the knowledge or connections.

Resources Mentioned In This Episode:

Connect with Suzie [LinkedIn]

Platinum Wave website

Connect with Eddie [LinkedIn]

Progressive Sports website

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Recent inflation news has caused worry and uncertainty for many. In this episode, we interview WealthBuilder wealth coach and Investment Director Manish Kataria. Manish has a track record in managing long-only, hedge fund and private client money. Tune in to hear how you can beat inflation and make your money work harder for you, whilst keeping costs low. We discuss the 3 types of inflation to be aware of, as well as what Manish calls the ‘3 wealth leakages’ in taxes, fees and inflation, and what you can do to minimise them.

Resources Mentioned In This Episode:

Check out Manish’s upcoming Investment Academy Course

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Here in the UK there is news on inflation daily, which for many is causing worry and uncertainty. That’s why in this week’s episode of WealthTalk, we came up with 7 ways to tackle inflation! As an economist, Kevin has seen the bumps and booms when to inflationary pressures, including when Kevin’s mortgage was up to 15.4% interest rate in the late 80’s.

Tune in to hear Kevin and Chris think outside of the box to come up with 7 ways to help you manage your finances more effectively and tackle inflation in these uncertain times.

Resources Mentioned In This Episode:

Free Download [Book] - Save A Fortune by Kevin Whelan

Check out ‘The Wealth Coach’ book by Brad Sugars & Kevin Whelan

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In this week’s episode, WealthBuilder founder, Kevin Whelan, presents to 1,500 business owners and entrepreneurs at the recent BizX 2022 event. Tune in to hear Kevin talk on how to create streams of recurring revenue both inside and outside of your company. At the event, Kevin announced his brand new book co-authored with ActionCOACH Founder, Brad Sugars – The Wealth Coach.

BizX is a two-day event packed with a wealth of knowledge from global thought leaders covering everything you need to drive your business forward.

Resources Mentioned In This Episode:

Watch the full video presentation of Kevin Whelan live at BizX 2022

Check out ‘The Wealth Coach’ book by Brad Sugars & Kevin Whelan

Brad Sugars podcast WT145

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At WealthBuilders, we teach our clients to build wealth through assets, by generating predictable recurring income. In this week’s episode, our guest is Ant Lyons – founder of ‘Your Property Network Magazine’. Tune in to hear some great wealth tips from Ant and find out how he has been able to create recurring income from three different businesses to allow him more time to enjoy the things most important to him.

Resources Mentioned In This Episode:

Connect with Ant Lyons

WealthTalk Episode 7: The 7 Pillars of Wealth

Subscribe to ‘Your Property Network’ [Free Trial]

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Property is one on the most popular ‘pillars’ within our community. People involved in property essentially become the director of their property business, having a team of professionals who they manage. In most cases, trying to DIY this doesn’t work for individuals looking to build real wealth. In this week's episode of WealthTalk, our guest is Ritchie Clapson, the owner of PropertyCEO. Ritchie talks us through the importance of property education and why now is a perfect time to start learning about property development. Make sure you check out Ritchie’s free weekly training session, guiding you through the steps to becoming a successful property developer.

Resources Mentioned In This Episode:

FREE Property Development Training Session

Connect with Ritchie Clapson [LinkedIn]

PropertyCEO Website

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Brad Sugars, is one of the most recognised business coaches in the world. Author, speaker and CEO multiple companies and the owner of the multi-million dollar franchise ActionCOACH® Brad agreed to share with us some of his business knowledge, live from sunny Las Vegas. Tune in to hear us discuss the importance of creating recurring income in your business, how Brad created a successful franchise brand and the upcoming BizX event, packed with business growth strategies from global thought leaders ...including Kevin Whelan! Brad and Kevin will also be discussing their new book ‘The Wealth Coach’.

Resources Mentioned In This Episode:

Connect with Brad Sugars [LinkedIn]

Brad Sugars Website

The Wealth Coach Book – Brad Sugars & Kevin Whelan

BizX 2022 Event

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Andreas Loizou, WealthBuilders Academy member since 2020, shares his story of transforming his wealth and building recurring income from assets. Andreas started his journey at the beginning of global pandemic, which made him realise that he needs to be ready for such misfortunes in the future. Tune in to hear the steps he took to build his wealth following our signature Recurring Revenue Roadmap.

Resources Mentioned In This Episode:

Connect with Andreas Loizou [LinkedIn]

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A franchise business is a model in which the franchise owner grants another business a license for the proprietary business knowledge, processes, and trademarks, thus allowing the franchisee to sell a product or service under the franchisor's business name. This week we interview Stephen Moss – Founder of Sourced Co. Stephen talks us through the network of over 160 franchisees he has built, as well as the peer-to-peer business model that him and his team have developed, connecting lenders directly to investors and leveraging new technology.

Resources Mentioned In This Episode:

Connect with Stephen Moss [LinkedIn]

Sourced Capital [Website]

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Serviced Accommodation refers to a type of accommodation that is fully furnished and available for both long-term and short-term lets – like you might expect from platforms such as airbnb. Due to the higher turnover of tenants, the cash flow that can be generated is often considerably higher than you would be able to achieve from a typical buy to let property

Serviced accommodation is not one of the easiest property strategies, being much more focused on hospitality with lots of operational aspects. However, with the right education and guidance, the business can be systemised and many of the tasks outsourced – giving you back more of your time

Resources Mentioned In This Episode:

Connect with Dave Goodfellow [LinkedIn]

5 Ways To Use Serviced Accommodation To Start Or Grow Your Property Business [Guide]

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One of the oldest wealth-building strategies in existence - Title Splits – a smart property investing strategy of splitting (or dividing) the title deeds of one building. Our guest this week is Harriet Dunn, a commercial property solicitor for over 20 years, experienced investor and well respected property trainer for over 15 years. Harriet is an expert in Title Splits and growing property businesses. Tune in to learn how you can considerably increase the yield of your property portfolio.

Resources Mentioned In This Episode:

Connect with Harriet Dunn [LinkedIn]

WATCH NOW >> The Ultimate Title Split Masterclass, Rachel Knight & Harriet Dunn

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A warm welcome to all the new members of WealthBuilders Academy from last week! Here at WealthBuilders, we truly believe that reaching financial independence is a scientific process that can be achieved by anyone with the right support, education and connections. In this week’s episode of WealthTalk, we hear from our very dedicated member who joined us back in 2019 – Steve Clark. Tune in to hear Steve’s wealth journey, we are certain that you can pick up some valuable lessons from this interview!

Resources Mentioned In This Episode:

Connect with Steve Clark [LinkedIn]

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In this week's episode of WealthTalk, we talk through the third and final stage of our signature Recurring Revenue Roadmap - Building Assets. This stage is about using all the knowledge that you have acquired and taking the right actions to generate either cashflow or capital, and accelerate your wealth-building journey.

Tune in to learn how you too can follow our process to move from a place of financial insecurity to financial independence.

Resources Mentioned In This Episode:

Register for the Webinar [How To Create A Clear Plan Within 60 Days To Build Predictable Recurring Income From Assets]

Download the ‘Recurring Revenue Roadmap’

Episode 138: [Build Knowledge] Recurring Revenue Roadmap: Stage Two

Episode 137: [Build Confidence] Recurring Revenue Roadmap: Stage One

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Would you like to stop trading time-for-money and start living life on your own terms? At WealthBuilders, we teach our members a clear process that anyone can follow, helping you get from a place of financial insecurity to financial independence. In this week’s episode of WealthTalk, we discuss the second stage of our recurring Revenue Roadmap. Stage 2 is all about becoming more knowledgeable, and Kevin and Christian will dive deeper into the 3 steps contained within: assets, leverage and strategy. Tune in to learn how you can take control of your financial future, today.

Resources Mentioned In This Episode:

Register for the Webinar [How To Create A Clear Plan Within 60 Days To Build Predictable Recurring Income From Assets]

Download the ‘Recurring Revenue Roadmap’

Episode 137: [Build Confidence] Recurring Revenue Roadmap: Stage One

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The WealthBuilders Academy teaches a structured process that helps ambitious employees and time-poor business owners to break free from the time-for-money trap. We’ve created the Recurring Revenue Roadmap to help guide our members get from a place of financial insecurity to financial independence, gaining the freedom to do what they want in their lives. Stage 1 of the roadmap is all about building confidence. In this episode, Kevin and Christian take a closer look at Steps 1-3, which include mindset, foundation and the roof.

Resources Mentioned In This Episode:

Register for the Webinar [How To Create A Clear Plan Within 60 Days To Build Predictable Recurring Income From Assets]

Download the ‘Recurring Revenue Roadmap’

Join the WealthBuilders Academy

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On this week’s episode of WealthTalk we interview Luke Spikes, discussing the opportunities in the retail space and how to generate income by reinventing retail. Luke has extensive business expertise, having built businesses from ground up for 35 years. Learn a number of valuable wealth lessons and find out how Luke was able to see the property market from a different perspective by making a better use of different buildings and properties.

Resources Mentioned In This Episode:

Connect with Luke Spikes [LinkedIn]

Higgihaus Website

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One of the best ways to invest more of your money is to review and reduce your outgoings annually. January is the perfect time of the year to ensure that you're putting every penny to work. In this episode Kevin and Christian revisit an integral aspect of wealth-building process and even come up with a new twist!

Resources Mentioned In This Episode

>> FREE eBook: '12 Secrets to Eliminate Your Mortgage, Loans, and Credit Cards'

>> WealthTalk Episode 4: 'How To Uncover Hidden Money In Your Life Using D.E.B.I.T.S.'

Read more about 'D.E.B.I.T.S: How To Find Money in Your Life You Didn't Even Know Was There' [Blog]

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Happy New Year from everyone at WealthBuilders! This is the time when most our members reflect on the progress they have made last year and set new goals for the future. We’re starting this year’s first WealthTalk episode with a Member Spotlight featuring one of our very first few members from back in 2019, and now our Community Support Manager, Richiko Olrichs. Tune in to hear how Richiko managed to start generating recurring income from different ‘Pillars of Wealth’.

Resources Mentioned In This Episode:

Connect with Richiko Olrichs [LinkedIn]

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Ever wondered what the real differences between SIPP (Self-Invested Personal Pension) and SSAS (Small Self-Administered Scheme) pension, two popular pension schemes in the U.K. are?

Pensions can be the most undervalued and overlooked asset, although it's what most people use to create future retirement wealth in the United Kingdom.

In this episode of WealthTalk, we go through the 10 key differences, giving you a clear understanding of the most commonly asked questions where the SSAS, also known as the director's pension, is concerned.

Resources Mentioned In This Episode:

Watch the video: “SIPP vs SSAS Pensions: 10 Key Differences”

Download the SSAS Pensions eBook

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One of the best ways to find those who can accelerate your wealth is networking, and amongst our community this is very common especially within the areas of property and business. However, networking and making new connections doesn't come naturally for all of us, and networking in a room full of strangers isn't for everyone. In this episode of WealthTalk, Kevin and Christian discuss a method which will help you to 'attract' people towards you rather than having to overcome the anxiety and awkwardness of making that first move.

Resources Mentioned In This Episode:

Read more about the ‘BBQ Networking Technique’ [Blog]

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Every month we shine a light on one of our members who have been doing fantastic work since joining the WealthBuilders Academy. In this week’s episode we interview Claire Snedker who has seen a transformation in her wealth in more than one way. Tune in to hear some of the valuable wealth lessons that have helped Claire on her financial journey, including what she’s done to build relationships, build knowledge, and build assets!

Resources Mentioned In This Episode:

Connect with Claire Snedker [LinkedIn]

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You can’t build wealth alone. Connections are an important part of life, but when it comes to business and your own personal finances, you need to ensure that the people you engage with can be trusted, and ideally you want to establish a relationship whereby there can be an exchange of value, or a ‘win win’ for both parties. But how do you build great connections? We’ve all been to networking events where everyone is gathered in a room and left to their own devices to randomly bump into like-minded people but is that really the only way?

Today’s guest, Sean Fergusson, (co-founder of “FORE” Business), has built the world’s largest golf networking community – allowing their 1600 strong membership to play ‘guilt-free golf’ knowing that some of the best relationships in business can be built in the more relaxed environment of some of the finest golf courses in the world. Tune in to find out more!

Resources Mentioned In This Episode

‘’FORE’’ Business – The world’s largest golf networking community

Sean Fergusson on LinkedIn

WT006: Using Wealth Dynamics To Find Your Personal Flow

Take the Wealth Dynamics Test

BBQ Networking Technique – Kevin Whelan

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Too many investors don't spend enough time considering the risks, so as a result, when things come up they are a surprise and have to be dealt with as an emergency - rather than them being a potential issue that is on their radar. Martin Rapley has over 35 years of experience in building and construction, and in today’s episode he shares a wealth of knowledge that will help you to follow a process and mitigate your risk. And as always, Kevin and Christian are on hand to pull out the wealth lessons – of which there are many!

Resources Mentioned In This Episode:

WT006: Using Wealth Dynamics To Find Your Personal Flow

Take the Wealth Dynamics Test

WT009: The Wheel of Wealth

‘Who Not How’ by Dan Sullivan [Book]

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Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork

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Most people have a pension of some kind – but can you rely on your pension to provide you with the level of income you require in later life? In most cases, the answer is no.

In 2028 the minimum age at which most pension savers can access their pensions without incurring an unauthorised payments tax charge (unless they are retiring due to ill-health) will increase from age 55 to 57. With the average pension in the UK being less than £100,000, that doesn’t equate to much of a monthly payment.

So, if your pension isn’t going to provide you with enough income, what else is? Tune in to find out.

Resources Mentioned In This Episode

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One of our outstanding WealthBuilders Academy members, Rupert Day, shares his progress since joining the programme as a founding member. Rupert talks us through each step of the Recurring Revenue Roadmap and how he managed to go from a place of financial insecurity to now being very close to independence, focusing mainly on the property pillar. Tune in to learn how you can also follow our roadmap to start living the lifestyle you truly desire.

Resources Mentioned In This Episode:

Connect with Rupert Day [LinkedIn]

WT025: Foundation Members Share Their Progress

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A good credit score and accurate data behind the score is important when applying for mortgages, loans and credit cards. But do you check regularly to make sure that the data the various credit agencies are holding about you is accurate?

Our guest on this week's episode is Richard Catlin from checkmyfile.com. Checkmyfile is the UK’s most detailed credit report that checks data from Equifax, Experian, TransUnion and Crediva. Richard has extensive expertise in credit scores and what lenders are actually looking for. Tune in to learn about the best actions you can take in order to manage your data efficiently.

Resources Mentioned In This Episode:

Checkmyfile [UK’s Most Detailed Credit Report] - Free 30 Day Trial

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Business can be simple if you focus on a few core aspects and do them exceptionally well. Team culture and training, plus a strong referrals process are just some of the areas that business owner, Terry Blackburn, focused on during the pandemic to help double his turnover in 12 months.

Resources Mentioned In This Episode:

>> Terry Blackburn’s business – Bespoke Financial Group Newcastle

>> WT040 – 5 Ways To increase Your Business Profits w/ Chris Henry

>> WT090 – Adopting A 1000 Property Mindset w/ Luke Ryan

>> Join the WealthBuilders Academy

>> Wealth Dynamics Test

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There’s a storm approaching, leading to uncertainty and challenges from a lack of fuel, lack of opportunity, inflation and furloughs coming to an end. People are left feeling as if they don’t have enough protection in place. In this week’s episode of WealthTalk, Kevin Whelan reassures us that wealth-building opportunities are still out there and we should concentrate on adding value. Tune in to learn more about what can be done to get through this turbulent period.

Resources Mentioned In This Episode

>> Episode 82: What Is Supported Living?

>> Episode 81: Property Strategy: Multi-Unit Blocks w/ Stephanie Taylor

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Wealth Dynamics Test

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Kevin Whelan has been helping ambitious employees and time-poor business owners to build more wealth and become financially independent since the financial crisis of 2008.

As a mentor, Kevin is able to work 1:1 with clients to offer support and act as a sounding board, helping them to leverage existing assets that can be turned into recurring income streams.

Paul Wareham is one such client. In today's episode, Paul shares his wealth journey since he started working with Kevin 18 months ago.

Paul has a high-powered job with a lot of responsibility, and like so many others in a similar position - lacks time. When he was first introduced to Kevin he was lacking confidence, knowledge and a clear plan of how to get started. He shares today how he's now well on his way towards financial security!

Resources Mentioned In This Episode:

Connect with Paul Wareham [LinkedIn]

Join the WealthBuilders Academy

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Wealth Dynamics Test

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A family trust fund allows you to build your wealth and leave a legacy in a very tax-efficient way. And the good news is, it can be setup using an asset you probably already have in your life, your pension.

A SSAS pension [Small Self-Administered Scheme] is a very powerful tool for business owners, allowing them to take their existing workplace or private pensions, and transform them into a wealth generating asset.

In today’s episode of WealthTalk, we talk to WealthBuilders SSAS Director, Paul Brooks.

Paul discusses exactly what a family trust fund is and how you can leave a lasting legacy for your children and grandchildren to benefit from.

Resources Mentioned In This Episode:

If you would like to speak to WealthBuilders about how to set up a Family Trust Fund CLICK HERE

If you want to be kept up to date on the WealthBuiders for Families programme, drop us an email at hello@wealthbuilders.co.uk

Learn more about SSAS Pensions

Connect with Paul Brooks [LinkedIn]

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Wealth Dynamics Test

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Is passing on financial wisdom to your children important to you? In this week’s epsiode of WealthTalk, we’re bringing back to the forefront a programme that we have been developing with one of our Academy members, Neil Moggan. The idea of WealthBuilders for Families came from a huge number of people telling us that they wish school system taught their kids more about finance in preparation for the future. Tune in to learn more about the upcoming programme and how families can work with their children to increase their financial literacy from a young age.

Resources Mentioned In This Episode:

If you want to be kept up to date on the WealthBuiders for Families programme, drop us an email on hello@wealthbuilders.co.uk

Connect with Neil Moggan [LinkedIn]

Join the WealthBuilders Academy

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Wealth Dynamics Test

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Starting a business is a great way to build wealth. A Business enables you to think through solutions to problems and become a value-creator. However, what often happens is that people get stuck working in their own business and become ‘self-employed’. For a business to be classed as a real asset, it must be able to operate without you. Tune in to learn how building a business can help you to build monthly recurring income and reach financial independence.

Resources Mentioned In This Episode:

WT66: 6 Tax-Saving Tips For Business Owners

Download The Recurring Revenue Roadmap

WT37: Interview With John Warrillow

Robin Waite Website

Fearless Business Coaching

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Wealth Dynamics Test

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Covid has drastically changed the way people approach online education. With a very high number of programmes and training courses to choose from, it is hard to decide what type of education to pick. Property education in particular has recently received bad reputation for providing insufficient value and frequent upsales. This week’s guest, Danny Inman, Co-Founder of Prosperity Network, talks us through some of the steps to take in order to choose and curate high-quality property training.

Resources Mentioned In This Episode:

The Prosperity Network

Danny Inman Property

Connect with Danny Inman [LinkedIn]

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Wealth Dynamics Test

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In this week’s special Member Spotlight, we interview WealthBuilders Academy member Jon Dale. Jon has made exceptional progress since joining the programme, and now shares his wisdom with other members as one of our newly appointed Wealth Coaches. Tune in to this week’s episode to learn more about Jon’s journey and how he has used the property pillar to reach financial security.

Resources Mentioned In This Episode:

Connect with Jon Dale [LinkedIn]

Jag Property Investments

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

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‘Time’ is a big challenge we all face when it comes to building wealth. Our guest is Cristina Osborne, the founder of Property VA. Christina talks us through the process of hiring a Virtual Assistant, and some of the common mistakes to avoid. You’ll also learn how, as a property professional, you can make better use of your time by outsourcing low-paying tasks - and where to begin.

Resources Mentioned In This Episode:

The Property VA Website

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Wealth Dynamics Test

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Managing debt in your life is very important as it takes off some pressure from your monthly budget and helps you accelerate your wealth-building journey. In last week’s episode we covered 5 secrets to eliminating your mortgage loans and credit cards fast. This week we discuss some more ways in which this can be done, all based on Kevin Whelan’s book ‘Save A Fortune Fast’, available as a free download.

Free eBook: 'Save A Fortune...Fast!: 12 Secrets To Eliminate Your Mortgage, Loans and Credit Cards'

Episode 115: 5 Secrets To Eliminate Your Mortgage, Loans and Credit Cards

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Wealth Dynamics Test

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Wealth is about generating flows of income from assets into your life, and bad debt can significantly hamper this if not managed efficiently. This episode focuses on 5 debt-reducing secrets taken from Kevin Whelan’s book ‘Save A Fortune...Fast!: 12 Secrets To Eliminate Your Mortgage, Loans and Credit Cards.

Free eBook: 'Save A Fortune...Fast!: 12 Secrets To Eliminate Your Mortgage, Loans and Credit Cards'

Episode 004: How To Uncover Hidden Money In Your Life Using D.E.B.I.T.S

Episode 066: 6 Tax-Saving Tips For Business Owners

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In this month’s Member Spotlight we interview WealthBuilders Academy founder member, Danni Wade. We walk through our nine-step recurring revenue roadmap and hear how Danni has taken action every step of the way to leverage the assets she already had in her life and focus on new wealth-building strategies which are moving her closer to achieving her financial goals.

Resources Mentioned In This Episode:

Join the WealthBuilders Academy

Connect with Danni Wade [LinkedIn]

Danni Wade’s Productivity Business - Beat The Overwhelm

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Wealth Dynamics Test

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At WealthBuilders, we teach the importance of connecting with your reason ‘why’ which drives you forward towards achieving the lifestyle you desire. However, not everyone finds it easy to pinpoint a powerful reason to keep them going. In this week’s episode of WealthTalk, we hear from our wealth coach Carol Robinson. Carol talks about her wealth-building journey and the things that kept her focused despite the difficult times in her life.

Register for the Q&A with Kevin and Christian 30th June - Is the WealthBuilders Academy right for you?

Join the WealthBuilders Academy

Connect with Carol Robinson [LinkedIn]

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Wealth Dynamics Test

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The brand new WealthBuilders Academy is now live! We’ve pulled together some of the highlights from the launch webinar for you to listen to in today’s episode in case you missed it. Find out exactly how our 9 step recurring revenue roadmap guides business owners and frustrated employees from a place of financial insecurity to financial independence within 5 years, and hear from both our members and wealth coaches. Plus ...until the 30th June, we’re offering a massive £500 discount on the first years membership.

Resources Mentioned In This Episode:

Register for the Q&A with Kevin and Christian 30th June - Is the WealthBuilders Academy right for you?

Join the WealthBuilders Academy

REGISTER HERE FOR FREE RESOURCES ACCESS

Wealth Dynamics Test

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When starting the wealth-building journey, it’s common to fall into the trap of doing everything by yourself. Putting your trust in professionals to manage your money, and not being aware of the different resources available to help you build your own knowledge to take more control over your own personal wealth. We call this the DIY approach! Through no fault of their own, people don’t realise the value of being part of a like-minded community that can provide inspiration, help and support. In this week’s episode, we hear from one of our wealth coaches, Ian Halfpenny. Tune in to hear Ian’s story of becoming financially independent and how he benefited from being part of a community of like-minded people.

Resources Mentioned In This Episode:

WealthBuilders Academy

Connect with Ian Halfpenny [LinkedIn]

The Brant Effect: How To Live Your Dream Life Through Property Investment

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Wealth Dynamics Test

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The Brant Effect: How to Live Your Dream Life through Property Investment

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This week’s episode of WealthTalk is all about leveraging your time using systems and technology. Paul is a co-founder of the software platform called Nimbus Maps - a culmination of decades of property experience and a deep-rooted “technology first” approach to problem-solving. Tune in to listen to Paul explain how the software works and how you can use it to find better investment opportunities.

Resources Mentioned In This Episode:

Nimbus Maps - Free 14-Day Trial

Nimbus Maps - 1:1 Demo

Nimbus Maps - Sign Up

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Wealth Dynamics Test

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It’s this time of the month when we invite another member of our programme to share their story of achieving financial independence. This month, our member spotlight guest is Adrian Taylor. Adrian joined as a foundation member back in 2019, has worked hard since and followed our roadmap. Tune in to this week’s episode to learn more about our process and how you can also increase your recurring income in just 12 months.

Resources Mentioned In This Episode:

REGISTER FOR THE WEALTHBUILDERS ACADEMY WEBINAR

Follow @wealthbuilders on Clubhouse

REGISTER HERE FOR FREE RESOURCES ACCESS

Wealth Dynamics Test

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Would you like to have the freedom to be located anywhere in the world and still earn income every month? Tune in to this week’s episode of WealthTalk to find out how WealthBuilders coach, Bronwen Vearncombe, was able to quit her corporate banking career and achieve financial independence through property. The freedom they now have created for themselves has allowed Bronwen and her husband John to travel the world achieving some of the greatest life goals together.

Resources Mentioned In This Episode:

REGISTER FOR THE WEALTHBUILDERS ACADEMY WEBINAR

Connect with Bronwen Vearncombe [LinkedIn]

Property Investing Foundation

Follow @wealthbuilders on Clubhouse

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Wealth Dynamics Test

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Social media is an incredibly powerful form of leverage and as we all know, wealth can only be built through leverage. In this week’s episode of WealthTalk, we have two guests - Tej Singh and Ellie McKay. Tune in to find out how you can use social media to build your reputation and attract investors to work with you.

Resources Mentioned In This Episode:

REGISTER FOR THE WEALTHBUILDERS ACADEMY WEBINAR

WT85: Resilience and Relationships w/ Ellie McKay

Ellie McKay’s LinkedIn

Ellie McKay’s Instagram

‘On A Mission’ Podcast [Ellie McKay]

Tej Singh’s LinkedIn

Tej Singh’s Instagram

‘Tej Talks’ Podcast [Tej Singh]

Follow @wealthbuilders on Clubhouse

REGISTER HERE FOR FREE RESOURCES ACCESS

Wealth Dynamics Test

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In this week’s episode of WealthTalk, we hear from our own SSAS Director, Paul Brooks. Paul helps our members come up with strategies to make the most of their pensions on a daily basis. Tune in to this episode to learn more about how you can utilise SSAS Pensions long before retirement age in order to build your wealth.

Resources Mentioned In This Episode:

REGISTER FOR THE WEALTHBUILDERS ACADEMY WEBINAR

WT18: SSAS Pensions [The Director’s Pension]

WT66: 6 Tax-Saving Tips For Business Owners

WT75: 24 Different Ways A SSAS Pension Can Help Build Your Wealth

REGISTER HERE FOR FREE RESOURCES ACCESS

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Today’s guest is WealthBuilders member, Paul Ambler. Since joining our programme in 2019, Paul has demonstrated real dedication and has plenty to show for it. Tune in to WealthTalk to find out how he has used our signature Recurring Revenue Roadmap to generate multiple streams of income from different asset classes to achieve financial independence within 18 months of joining us.

Resources Mentioned In This Episode:

Paul Ambler's Property Website

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

REGISTER HERE FOR FREE RESOURCES ACCESS>> Wealth Dynamics Test

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There are a number of reasons that can stop you from building wealth and achieving financial independence. Are any of these stopping you? Being on the phone with clients and WealthBuilders members every day, Kevin and Christian have identified some of the key issues that keep coming up over and over again. Tune in to this week’s episode to find out what’s holding people back and how to overcome these difficulties.

Resources Mentioned In This Episode:

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

REGISTER HERE FOR FREE RESOURCES ACCESS

WT042: A Little Bit On The S.I.D.E?

WT004: How To Uncover Hidden Money In Your Life Using D.E.B.I.T.S

Wealth Dynamics Test

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Employee-owned businesses are totally or significantly owned by their employees. Our guest this week is Chris Budd, a qualified business coach and Employee Ownership Trusts specialist. Chris runs us through the different options for exiting a business, how employee ownership trusts work, and why a business owner might choose to do this.

Resources Mentioned In This Episode:

Ovation: Sound Financial Planning

Book - The Eternal Business

Employee Ownership Association

Financial Wellbeing Podcast

Initiative For Financial Wellbeing

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The Eternal Business: How to transition a business for the employee ownership revolution

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Lockdown restrictions are now easing and as a result, there are changes happening in the property market. Simon Zutshi is the founder of Property Investors Network (PIN), one of the largest property training and networking companies in the UK, and an author of one of the best selling property books ‘Property Magic’. He’s been investing since 2003 and has helped hundreds of people become financially independent from property. Tune in to this week’s episode to learn more about the current state of the property market and the predictions for the future.

Resources Mentioned In This Episode:

REGISTER: How to replace your salary with just 3 HMO properties, Free Webinar

Property Investor Network Meetings

Simon Zutshi Property Magic Podcast

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Today’s guest is WealthBuilders member, Louise Righton. Since joining our 7 Steps to Wealth programme in May 2019, Louise has demonstrated real dedication and has plenty to show for it. Tune in to WealthTalk to find out how she has used our signature Recurring Revenue Roadmap to generate multiple streams of income from different asset classes.

Resources Mentioned In This Episode:

SSAS Superstars Book: Louise Righton, Mark Stokes

Connect with Louise Righton on LinkedIn

Download the WealthBuilders 9-Step Recurring Revenue Roadmap

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

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We have finally reached the 100th episode of WealthTalk! We are very grateful to everyone listening to our podcast and leaving fantastic reviews on Trustpilot. In this special episode, we have put together some of the wealth-building pearls of wisdom from ourselves, our members and our wonderful guests.

Resources Mentioned In This Episode:

Download the WealthBuilders 9-Step Recurring Revenue Roadmap

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

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Would you like to have greater control and flexibility over your pension fund? On this week’s episode of WealthTalk, our guest is a very good friend of WealthBuilders - Mark Stokes. Mark has over 25 years of business and property expertise, in the construction, energy and telecoms industries. Mark shares his story of leaving corporate life, writing several books and doubling his Pensions in as little as two years. Tune in to this episode for some amazing wealth-building tips and advice from a well-respected authority on how to make the most of your SSAS pension.

Resources Mentioned In This Episode:

Equa Academy

Connect with Mark Stokes on Linkedin

Listen to WT18: SSAS Pensions [The Director’s Pension]

Join the SSAS Alliance Facebook Group

Mark Stokes SSAS Pensions Book on Amazon

Download the WealthBuilders 9-Step Recurring Revenue Roadmap

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

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Marko Ilincic shares his journey of embarking on a portfolio career and running a CEO advisory group - a combination of education, brainstorming, accountability and support in a group setting to sharpen your business and personal skills. Tune in to this week’s episode to learn how you can accelerate your wealth-building journey through mastermind groups.

Resources Mentioned In This Episode:

Connect with Marko Ilincic

Vistage UK

Register: SSAS Alliance Creative Funding for Property Conference

Download the WealthBuilders 9-Step Recurring Revenue Roadmap

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

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Imagine if you could achieve financial independence from just 5 property deals? This week’s episode of WealthTalk is all about HMO’s. An HMO stands for ‘House of Multiple Occupation’ - a property that is rented out by at least three people who are not from the same household, shared living, essentially. We have invited experienced HMO investor and Author, Wendy Whittaker-Large, to talk us through some of the strategies and ways in which you can set up your own HMO portfolio to run almost entirely without you, allowing you to break free of the time-for-money trap and enjoy more freedom.

Resources Mentioned In This Episode:

HMO Successes

Connect with Wendy Whittaker-Large

Download the WealthBuilders 9-Step Recurring Revenue Roadmap

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In this month’s spotlight, we welcome Sam White. Sam is a property investor/developer based on the Isle of Wight, and he has been a member of our programme for almost two years now. He discusses his experience of working with WealthBuilders and the results he has achieved so far as he moves closer towards financial independence.

Resources Mentioned In This Episode:

Register for the webinar 'How To Build Lasting Wealth' with Kevin Whelan & Christian Rodwell

Connect with Sam White

Download the Wealthbuilders 9-Step Recurring Revenue Roadmap

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

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Tune in to this week’s episode to find out more about emergency funds, eliminating mortgage loans, how much life insurance cover you should have.

We have received many interesting questions over time within our membership community and certain questions seem to be showing up again and again. In this episode of WealthTalk, Kevin and Christian give answers to the most frequently asked questions.

Resources Mentioned In This Episode:

Save A Fortune Ebook

Take the Wealth Dynamics Test

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

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Would you like to become one of the 5% who reaches financial independence? Our guest on this week’s episode on WealthTalk is George Choy - a true friend of WealthBuilders. George shares his experience of going from a very low point of his life, working in a depressive corporate job to reaching the ultimate goal of financial independence. Tune in to this episode for great tips and advice on wealth creation through assets.

Resources Mentioned In This Episode:

My Castle Property Training

George Choy LinkedIn Profile

WT004: ‘How To Uncover Hidden Money In Your Life Using Debits’

Take the Wealth Dynamics Test

Download The WealthBuilders 9 Step Roadmap

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

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How does someone get started in Commercial Property? In this week’s episode, our guest Jerry Alexander dispels some of the myths and shows how commercial property investment can work for those of us who are not from a commercial or professional property background. Jerry talks about his own property journey and discusses challenges that he faced along the way. Tune in to this week’s episode to learn how to become a Commercial Property Investor.

Resources Mentioned In This Episode:

Commercial Property Investors

Jerry Alexander LinkedIn Profile

Download The WealthBuilders 9 Step Roadmap

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

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We’re introducing a new feature on WealthTalk in 2021 - monthly Member Spotlight. In this week’s episode, we welcome Ivor Bennett, our 7 Steps To Wealth member who joined the programme in August and has been a true dynamo! Today, Ivor is talking through each of the wealth-building steps he has taken so far by following our proven process for generating recurring income from assets.

Resources Mentioned In This Episode:

Download The WealthBuilders 9 Step Roadmap

Download WealthBuilders Declaration of Financial Independence

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

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Kevin Whelan believes that resolutions are fundamentally flawed and are often temporary. Therefore it’s more important to commit to a process. This means it’s not something you do today or this month, committing to a process means you’re held accountable throughout the year. In this week’s episode, Kevin and Christian discuss the importance of having a clear plan and structure in order to build your wealth.

Resources Mentioned In This Episode:

Download The WealthBuilders 9 Step Roadmap

Download WealthBuilders Declaration of Financial Independence

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

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In order to build wealth, you need to have leverage. In business, leverage can be achieved through the expansion of having more people to do certain things, having systems and processes in place so you can think bigger. In this week’s episode of WealthTalk, we welcome Ryan Luke, a property investor and a coach, who talks about the 1000 Property Mindset and how he was able to scale his business by thinking bigger.

Resources Mentioned In This Episode:

Official Ryan Luke

Take The WealthDynamics Test

Episode 040: 5 Ways to Increase Your Business Profits

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Most people never generate £1m through enterprising work in their entire lifetime, so for someone to achieve that at the age of 19 must mean they have something special about them.

Liv Conlon talks to us today about how she approached the world of business as a young female teenager and the challenges that she faced. Yet, despite the odds being stacked against her, she was able to build a business that became the market leader in its field and led to Liv being recognised with multiple awards for her success, the most notable being voted UK Young Entrepreneur of the Year in 2019. Since then Liv has continued to build her own personal brand to help inspire other young adults to take their first steps into the world of business, and her debut book ‘Too Big For Your Boots’ which is a how-to guide for young entrepreneurs looking to build a business with no start-up funds is due for release in March.

Featured Guests: Liv Conlon

Resources Mentioned In This Episode:

Liv Conlon Official Website - The UK Young Entrepreneur Of The Year

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Today’s episode of WealthTalk is about inspiring children and young adults about money and enterprise. We welcome Jodie Cook, who is an author and serial-entrepreneur, featured in Forbes’ Europe's 30 Under 30 list of social entrepreneurs in 2017. Jodie discusses the influence of role models and how entrepreneurial mindsets are formed in early childhood.

Resources Mentioned In This Episode:

How To Raise Entrepreneurial Kids - Jodie Cook & Daniel Priestley

Clever Tykes: Entrepreneurial storybooks and resources for children

Jodie Cook’s Website

Jodie Cook contributor for Forbes

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How To Raise Entrepreneurial Kids: Raising confident, resourceful and resilient children who are ready to succeed in life

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Why isn't personal finance adequately taught in school? Our money habits and beliefs are often formed in early childhood, prior to the age of seven. Therefore, having discussions with your kids and engaging them in a small part of the overall wealth of the family can be very beneficial for them in the long run. In this week’s episode of WealthTalk, we welcome Neil Moggan and Dan Britton, both Teachers, to talk about why they are both so passionate about helping children and teenagers to learn the rules of money at an early age.

Resources Mentioned In This Episode:

Dan Britton - The Financial Fairytales Website

Neil Moggan Future Action Website

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Being in business with family members can bring an array of challenges as a result of emotional elements and the sense of purpose that often come with it. We welcome Russell Haworth, a specialist business advisor who helps families to define what success looks like to them and then help to create the environment within which that can be achieved.

Russ Haworth’s Company - The Family Wealth Business

Russ Haworth’s Podcast: The Family Business Podcast

Download the Free Guide: Wealth In The 2nd Wave

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Do you ever find yourself making excuses as to why you haven’t progressed as far as you would have hoped for? Today’s guest is Ellie McKay, co-founder of Combined Property alongside her husband Mark. In 2016, Ellie was suffering from post-natal depression and they were fighting to keep their electrical business solvent. Confidence was low and the future uncertain. 4 years later, they now have 2 successful businesses with a combined turnover of well over £1m and a portfolio of 25 properties generating recurring income.

Ellie’s story is one of resilience and harnessing the power of relationships, and a whole host of other wealth lessons along the way!

Resources Mentioned In This Episode:

Ellie McKay LinkedIn Profile

Combined Property website [Ellie McKay]

Download the Free Guide: Wealth In The 2nd Wave

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This year has unveiled a huge amount of uncertainty for us in terms of building wealth. We’ve all got a little bit more time, more opportunity and we should do everything we can to make 2021 a more predictable year. In this week’s episode of WealthTalk, we’re sharing highlights of the commentaries of all our experts across all the pillars as seen on our free ‘Wealth in The 2nd Wave’ guide released last week.

Resources Mentioned In This Episode:

Download the Free Guide: Wealth In The 2nd Wave

WT063: Is Now The Time To Take Control of Your Pension?

WT062: Economic & Investments Discussion w/ Manish Kataria

WT081: What Is Supported Living?

WT056: The Commercial Property Market Post Covid19 w/ Suzi Carter

WT060: Business Acquisitions

WT061: How To Bounce Back Stronger w/ Shweta Jhajharia

WT054: Dr. Joanna Martin - Intellectual Property and Business

WT055: Joint Ventures In Property w/ Guy Rees

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We’re now in the middle of our second lockdown in the UK and it seems a little bit doomy and gloomy again, however, there’s a light at the end of the tunnel. In this week’s episode of WealthTalk, Kevin and Christian discuss some of the things that are happening with people’s wealth. In times like these, it’s important to think like an entrepreneur and look for opportunities that are out there. We’re not out of control, we’re responsible, which means we can choose our response.

Resources Mentioned In This Episode:

Download the Free Guide: Wealth In The 2nd Wave

JOIN WEALHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

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In this week’s episode, we welcome Stephanie Taylor, who is a co-founder of HMO Heaven, a leading HMO, management and development company based in Wales. Stephanie discusses the multi-unit block strategy that has proved to be very fruitful over the last few years. A multi-unit block is simply a property split into flats, but instead of having individual leaseholds, it’s held under a single freehold title.

Resources Mentioned In This Episode:

HMO Heaven

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It has been a challenging year for property investors who have had to adapt to changing conditions. One of the property strategies that has received more attention recently is supported living - a living arrangement for a tenant who has support needs. In this episode of WealthTalk, we welcome Lisa Brown who has spent over 20 years working in the NHS as a nurse. The combination of both nursing skills and her passion for property has led to the development of Supported Living Gateway, helping people to connect and create more homes for vulnerable people.

Resources Mentioned In This Episode:

Supported Living Gateway

Supported Living Gateway Facebook Group

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If you're an economist, you often refer to precious metals and commodities as an asset class. But does gold put money in your bank account while you're asleep? Well, it doesn't, because gold doesn't have a natural flow of income. So we must acknowledge then, as true wealth builders together, that gold is not an asset, it's a hedge. In this episode of WealthTalk we welcome Giles Maber, Director at Sharps Pixley, which is a Gold Bullion company in London with a long history and reputation for high quality.

Resources Mentioned In This Episode:

Download the Sharps Pixley Gold Bullion Prospectus

Register for the SSAS Alliance Property Conference

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

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It’s almost impossible to build wealth without using leverage. It’s also almost impossible to build wealth if you don’t dedicate time to it. Today’s guest is Dr Steve Day, Co-Founder of Systems for Outsourcing.

Steve was forced to look at how he could leverage systems to manage his property business when he and his wife moved away from the UK to live in Sweden. The result was a business that demanded less time and ran even better than before. Steve then refined his processes to be able to help others, and this has now led to a business that teaches business owners how to leverage their time by implementing systems and working with virtual assistants to manage those systems.

Resources Mentioned In This Episode:

Join the Systems for Outsourcing Facebook Group

Register for the next Systems for Outsourcing Webinar ‘How to Work with Virtual Assistants’

Take the Wealth Dynamics Test

JOIN THE WEALTHBUILDERS ACADEMY - CLICK HERE TO LEARN MORE

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Resources Mentioned In This Episode:

Frank Flegg, Ethical Property Partners

Frank Flegg, Sophisticated Property Investing Podcast

WT74 - How To Become Investable

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WealthBuilders flagship membership programme closes at midnight on Thursday 8th October. Today’s episode features three members who joined at different stages over the last 18 months. Small steps each month are the key to building your confidence and momentum. Each member shares how they have benefited from the support and accountability of their peers and their wealth coaches. They also take a look back to when they first joined and reflect on the change in their own mindset and belief about their ability to reach their financial goals. To learn more about membership visit https://www.wealthbuilders.co.uk/academy-membership/

Featured Guests:

Vicky Chittock, Adnan Misbah, Ivor Bennett

JOIN THE WealthBuilders Academy - CLICK HERE TO LEARN MORE

Register for the Q&A webinar with Kevin and Christian on Thursday 8th October at 8pm

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What holds people back from building wealth? For most people, it’s a combination of nobody ever having shown them a clear plan, overwhelm from all of the different opportunities and opinions, and a lack of support.

WealthBuilders Academy membership programme opens it’s doors again on Monday 5th October, but only for a few days. In this episode Kevin Whelan, Founder, and Christian Rodwell, Membership Director, talk about some of the aspects of the programme which address these common challenges people face and why having a tried and tested process to follow can help turn a drifter into a dynamic within 90 days.

Resources Mentioned In This Episode:

Ken Robinson TED Talk ‘Do Schools Kill Creativity’ [Watch Video]

JOIN THE WealthBuilders Academy - CLICK HERE TO LEARN MORE

Register for Kevin Whelan’s Wealth Masterclass [Free Video Training]

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One of the most overlooked assets in wealth building is Pensions.

For most people, their pension is often their biggest bank account, the largest single sum of money they have in their life.

Taking control of your pension can help with your property journey, your business, and as you’ll find out in today’s episode - each one of the other 6 pillars of wealth.

In today’s episode, Kevin Whelan discusses different ways in which pensions can be used to decrease your liabilities and increase cash-flow.

WT74: How To Become Investable

Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

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Find out more about WealthBuilders Academy

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As you progress through your own wealth-building journey you will undoubtedly need to learn what it takes to raise funding so that you can continue to expand your asset base.

So, when is the right time to start thinking about this and what are the first steps that you should take?

In this episode, Kevin Whelan shares the 5 ROI’s of raising finance, and if you follow these steps you will be miles ahead of most property investors, developers and business owners that are seeking to find investment for their businesses.

Resources Mentioned In This Episode:

WT051: 11 Compounding ROI’s To Build Your Wealth

[Book] Building A Story Brand by Donald Miller

Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

Would you like to work with Kevin and Christian on your very own wealth plan?

Find out more about WealthBuilders Academy

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Building a StoryBrand: Clarify Your Message So Customers Will Listen

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Time is only an excuse if you make it one. Today’s episode showcases two members of the WealthBuilders Community who seized the opportunity that lockdown presented and used their time productively to build wealth. Louise Righton decided to use her time to write a book and turn her knowledge into an income-generating asset, whilst Gary Soltys and his wife Jane looked at the spare capacity they had within their existing business and maximised that potential to mean that they have come out of lockdown with a business that is even more attractive to its clients than it was before.

Featured Guests: Louise Righton | Gary Soltys

Resources Mentioned In This Episode:

SSAS Superstars [Book] by Louise Righton & Mark Stokes >> View On Amazon

Find out more about Gary Soltys’ holiday homes S.Wales, Facebook or Instagram @llainfranholidays, or visit www.llainfran.co.uk

WT009: The Wheel of Wealth

Watch these free videos to learn more about SSAS Pensions

Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

Would you like to work with Kevin and Christian on your very own wealth plan?

Find out more about WealthBuilders Academy

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You can’t get wealthy without using leverage. In a year when many of us have been forced to change our routines due to the global pandemic, we now enter the Autumn with some sense of normality returning in the shape of children returning back to school and workplaces slowly re-opening. Are you able to leverage more or less than you were previously? Instead of commuting to work, can you allocate that time to wealth-building activities instead? Perhaps your monthly costs have changed, and therefore your financial leverage may have increased or even decreased. Take this opportunity to reevaluate your use of leverage when it comes to building your wealth.

Resources Mentioned In This Episode:

WT011: Creating Leverage Using F.I.R.S.T

WT033: You Can’t Get Wealthy Without Using Leverage

WT053: In Times Like This, You Need A Plan

Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

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Find out more about WealthBuilders Academy

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This bonus episode is an opportunity to hear the full audio version of the Official WealthBuilders eBook ‘The 7 Pillars of Wealth’, written by Kevin Whelan and narrated by Lex McKee. Kevin shares the fundamentals of what it takes to reach a place of complete financial Independence, a shocking statistic that only 5% of the UK population ever achieve. It was a single event at a young age that proved to be the catalyst for Kevin to commit to never having to trade time-for-money ever again and through trial and error, he achieved his goal. Those learnings are now shared with you, in a simple and easy to follow manner. We hope you enjoy listening to Kevin’s story and feel compelled at the end to download a copy of our Declaration of Complete Financial Independence by visiting www.wealthbuilders.co.uk/declaration.

Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

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Find out more about WealthBuilders Academy

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The doors to our 7 Steps to Wealth Programme have been flung open again..but only for a few days! If you’d like to work with Kevin and Christian and begin to create your own plan to achieve financial independence following the unique and holistic WealthBuilders blueprint then you have until midnight on Thursday 30th July to join at the current price-point. In this episode, you’ll hear from 4 members who are all making great progress to hit their financial security and Independence goals, and you’ll also hear from one of our new Wealth Coaches about how they are working with members each month to hold them accountable to their own unique wealth plan.

Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

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The WealthBuilders blueprint is founded upon basic principles which anybody can follow. On today’s show, we invite Todd Tressider to share his unique distinction on these same principles. Todd is a former hedge fund manager who “retired” at age 35 to become a money coach and financial blogger at www.financialmentor.com. He also holds the claim to fame of being one of the early pioneers of computerised investment research.

More than 55,000 people have used Todd’s wealth-building tools available for free on his website to help them jumpstart their financial freedom.

In today’s episode, you’ll hear why anybody can achieve financial independence and the mathematical equation that backs that up. You’ll also hear Todd speak about the three main asset classes for building wealth; property, paper assets and business/entrepreneurship - along with the essential questions you need to answer if you’re going to create a personal wealth plan that works.

Featured Guest: Todd Tressider, www.financialmentor.com

Resources Mentioned In This Episode:

Todd Tressider books on Amazon

WT53: In Times Like This, You Need A Plan

Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

Would you like to work with Kevin and Christian on your very own wealth plan?

Find out more about WealthBuilders Academy

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If you’re a business owner then listen up! Chances are you’re going to learn a thing or two that you may not have realised were available to you today. Most business owners would like to maximise their profits and enjoy a lifestyle that they might not have been able to if they continued working for somebody else. The benefits of being a business owner compared to an employee when it comes to building wealth are huge - and in today’s episode Kevin and Christian highlight 4 key areas that every business owner should be paying attention to if they want to leverage their business as part of their overall personal wealth plan.

Resources Mentioned In This Episode:

CLICK HERE to Download your FREE D.R.A.W Resources for Business Owners

WT67: Creating Assets Within Your Business w/ Daniel Priestley

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A smarter way to build a business that can work without you is to create an ecosystem of assets within it. Our guest this week is Daniel Priestley. Daniel has learned what makes a business successful from the time he has spent with over 3000 business owners at all stages of the entrepreneurial journey. It’s a journey which is predictable, and which can allow great freedom if you understand how to create outstanding value for your clients and provide them with an exceptional experience.

Featured Guest: Daniel Priestley, Co-Founder and CEO of Dent Global

Resources Mentioned In This Episode:

Click Here to claim a free paperback copy of Daniel Priestley’s book ‘Key Person of Influence’. (Add ‘Please send me a copy of KPI’ in the subject line and include your address in the body of the email)

Get your 24assets Heatmap- Benchmark your business against 24 categories of digital assets

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Business owners: did you know you can have your business pay for your life insurance policy but in a super tax-efficient way on six different levels? And it costs the same as standard cover? Well, tune in today because that’s exactly what we’ll be sharing with you! if you're in business, you're in a unique position because there are greater opportunities available to you to build your wealth, helping both yourself and your family - but many business owners are not aware of these breaks.

Featured Guest: Paul Brooks, SSAS Director, WealthBuilders

Resources Mentioned In This Episode:

Want to speak to WealthBuilders to find out more about Relevant Life Insurance? Click Here

WT008: Protecting Your Assets [The Roof]

WT023: Using Trusts To Protect Your Assets

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The way that people invest has changed over the last 10 years due to the advancement of technology. Crowdfunding has exploded in popularity because it blends the use of this technology with the ability for investors to feel much more connected to the projects that they are investing in. CrowdProperty is a company that spotted this area of growth but also the challenges that developers were experiencing around 2013 with traditional sources of funding. The result is an easy to use platform which allows investors to fund projects which have undergone rigorous due diligence and provide a solid return on investment.

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Support and connection are integral parts of the wheel of wealth, which is step 5 in the WealthBuilders 7 step process for generating recurring income from assets. Our members have access to 7 different levels of support, but where can you find that support from otherwise? In this episode, Kevin and Christian share 3 aspects of support which are critical: it must be impartial, it must be proactive and it must challenge you to think of the correct answers to your questions, and begin that transformation into thinking like an entrepreneur.

Resources Mentioned In This Episode:

WT009: The Wheel of Wealth

Download the Wheel of Wealth Template

Order the WealthChart A4 Wealth Planner

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Can anybody really make their pension work harder? And are there some basic rules that can be applied, no matter what size your pension is?

Paul Brooks is the SSAS Director at WealthBuilders and has been helping clients to understand how they can leverage their existing pensions for over 10 years.

In this episode, Paul covers the key things everybody should consider to reduce their costs and improve the performance of their pensions, and if you’re a business owner then you’ll definitely want to find out more about the Director’s Pension (SSAS).

Resources Mentioned In This Episode:

The Director’s Pension [SSAS]

Webinar Replay: 3 Ways To Instantly Make Your Pension Work Harder

WT017: Do You Have A Lost Pension?

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Investments, alongside pensions and their home, are where the majority of people in the UK build their wealth. However, as has been seen during the Covid19 pandemic, the markets can be extremely volatile leaving people worried about and often uncertain about what is the best action to take. This can lead to impulsive reaction based on emotion as opposed to following a pre-determined, longer-term investment plan.

Our guest today is Manish Kataria. Manish is a CFA-qualified professional investor with 18 years’ experience in fund management and UK property investment. He has managed investment portfolios for JPMorgan and other blue chip investment houses. Within property, he invests in and owns a range of assets including developments, HMOs, BTLs and serviced accommodation.

Featured Guest: Manish Kataria, https://investlikeapro.co.uk/

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Today’s guest is Shweta Jhajharia. Shweta is a multi-award-winning consultant, recognised both by external bodies and industry awards panels, as the top coach in the UK, including ranking in the top 30 World Coaching Professionals for 3 years running.

The last 3 months have been challenging for businesses in many different ways, however, there are a few key things which all businesses should be focusing on; their cash position, leadership, and a clear short-term action plan which they are communicating to their teams.

As always, listen out for the wealth lessons which come out of the conversation and use them to help you build a stronger business moving forwards.

Featured Guest: Shweta Jhajharia, www.growthidea.co.uk

Resources Mentioned In This Episode:

WT39: Business Is Personal w/ Penny Power

WT40: 5 Ways To Increase Your Business Profits

WT41: 6 Steps To A Business That Works Without You

WT60: Business Acquisitions w/ Guy Bartlett

Jim Rohn

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A business is an asset only when it can continue to operate and thrive without being completely dependent on its owner. The reality is that many people start a business and never reach beyond the level of simply owning their own job - often resulting in working more hours than they did before and not enjoying the freedom they had hoped for. This can lead to business owners growing weary and looking to sell. The coronavirus outbreak has impacted businesses in many ways and for those who are monitoring the situation, some interesting observations can be made. One such person is today’s guest, Guy Bartlett, business acquisition and development expert at the Fidelis group.

Featured Guest: Guy Bartlett, https://thefidelisgroup.co.uk/

Resources Mentioned In This Episode:

WT046: Selling Your Business

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It makes good sense to review your financial outgoings every 12 months, and it was way back in Episode 004 that Kevin and Christian first introduced the concept of D.E.B.I.T.S - a simple way to take stock and uncover hidden money in your life. The events of the global pandemic this year have forced almost all of us to change our way of living, and therefore this is a good time to take another look at what costs you might still be incurring on a monthly, quarterly or annual basis and decide if they are still adding value to your life.

Resources Mentioned In This Episode:

WT004: How To Uncover Hidden Money In Your Life Using D.E.B.I.T.S

Download Kevin Whelan’s Book: Save A Fortune Fast: 12 Secrets To Eliminate Your Mortgage, Loans and Credit Cards...FAST!

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It's an old cliche, isn't it? There's a good book in everyone. The whole idea of intellectual property [IP] is that everything great starts in the brain and then gets transferred into some kind of action, and a book is no different. However, most people struggle with the process and get overwhelmed by it, in the same way as many people do with wealth-building.

Today we look at why a book is a great tool to support any business and build your personal brand, allowing you to create products and increase your value in the market place.

Featured Guest: Karen Williams, https://librotas.com/

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Resources Mentioned In This Episode:

https://www.gov.uk/government/organisations/intellectual-property-office

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How will the commercial property market change as a result of the global Covid19 pandemic? Suzi Carter is a Chartered Surveyor with 25 years’ experience in the commercial and residential property sectors. She has worked for some of the UK’s largest property and development companies and agents including CBRE, B&Q and Chartwell Land. In today’s episode, you’ll learn about some of the precautionary measures that you can take if you’re a commercial property landlord, and also the opportunities to be aware of in the coming 6-12 months.

Resources Mentioned In This Episode:

Episode 030 - Property Strategy: Commercial

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Joint ventures have the potential to create huge value for all parties involved and can bring some of the other pillars of wealth to life. In this episode, you’ll hear from Guy Rees, head of investor relations at JVIP. JVIP stands for Joint Ventures In Property - and Guy will be sharing his experiences of what separates a good joint venture from a bad one, some of the pros and cons of working in partnership with others, as well as providing some examples of how a joint venture can be mutually beneficial and help you build wealth.

Featured Guest: Guy Rees

Resources Mentioned In This Episode:

Find out more about the JVIP new diversified loan offering for SSAS Investors

Take the Wealth Dynamics Assessment to find out your Entrepreneur Profile

WT24: Alternative Investments and Due Diligence

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How do you turn what you love to do into an income-generating asset? This week we focus in again on Pillar 6 of the 7 Pillars of Wealth - Intellectual Property. Dr. Joanna Martin is an entrepreneur, author and renowned visionary who is deeply driven to help women increase their impact and influence in the world. Joanna shares many great lessons for anybody who would like to begin building their wealth by sharing their unique message through books, online courses and events ...debriefed and discussed, as always, by your hosts Kevin Whelan and Christian Rodwell.

Featured Guest: Dr Joanna Martin

Resources Mentioned In This Episode:

Dr Joanna Martin Official Website

BeOne Global Community - Joanna Martin Facebook Group

WT51: 11 Compounding ROI’s to Build Your Wealth

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The world is in lockdown due to the coronavirus outbreak, and many people have seen their jobs jeopardised, their businesses ordered to stay closed, and tenants being unable to pay their rents. Of course, nobody could have expected all of this to occur. People relying on one source of income to live their lives are certainly experiencing more pain than those who have a robust plan which includes multiple income streams from assets. With everything going on in the world, is now the right time to even be thinking about building your wealth?

Resources Mentioned In This Episode:

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/academy

WT002: Are You A Drifter, A DIY’er Or A Dynamic When It Comes To Building Wealth?

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Coronavirus has rocked the financial markets in recent weeks, sending stock prices tumbling and reducing pension values all at once. For many people, this is a worrying time. Christian & Kevin went live inside the WealthBuiders Facebook community to answer questions from members, and offer thoughts and ideas on how to manage and leverage assets in these uncertain times.

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/academy

>> Register for Free Access to the WealthBuilders Membership Site

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What’s the most important ROI when it comes to building wealth? You might be surprised to discover that there are actually 11 ROI’s that all contribute to living a wealthy life - and in this episode, you’ll find out what each of those is.

Wealth-building isn’t easy, but it becomes easier when you have a step by step plan. By understanding which ROI you’re currently stuck at, you’ll be able to see what you need to do next in order to move forwards.

And remember ...you’re only ever one Relationship, Opportunity or Idea away from completely transforming your wealth.

Resources Mentioned In This Episode:

>> Free Video Training Series with Kevin Whelan goes live Monday 23rd March 2020! >> Click here to Register

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/academy

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Wealth-building is more enjoyable, profitable and almost always faster when you collaborate with others, and that’s the topic of today’s conversation between Kevin Whelan & Christian Rodwell. Joint Ventures are the 7th Pillar of the WealthBuilders unique ‘7 Pillars of Wealth’ framework. You’ll hear Kevin share another of his famous acronyms to help you remember the formula for doing great JV’s, and today’s guest is Mike Davis - a man with a long career in business and investing where working with others to help build both his wealth and the wealth of others has been integral to his success.

Featured Guest: Mike Davis

Contact Mike: hello@bildoo.co.uk or www.bildoo.co.uk

Resources Mentioned In This Episode:

Solving the UK Housing Crisis - www.bildoo.co.uk

ENTER THE COMPETITION! Win a free place on our ‘7 Steps to Wealth’ Programme

Take the Wealth Dynamics Entrepreneur Assessment - https://www.wealthbuilders.co.uk/wealthdynamics

Kevin Whelan's Join Venture Formula:

W - win/win

A - alignment

T - track record / trust

E - exit strategy

R - relationship

S - structure

JOIN THE WAITLIST: WealthBuilders ‘7 Steps to Wealth’ Programme.

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/sevenstepstowealth

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What’s the difference between a business owner and an entrepreneur? And how can you become a SMARTER business owner? The answers to these questions are revealed by Kevin Whelan in today’s episode! With the current uncertainty across financial markets and key industry sectors due to the outbreak of the coronavirus, plus the UK floods - many business owners will be feeling very uncertain about things right now. There are 4 D’s that exist to scupper every business owner who isn’t prepared for them and these will be discussed today, along with a final acronym D.R.A.W which holds the key for stacking the odds in the favour of any business owner being able to walk away wealthy, rather than weary, from their business.

Resources Mentioned In This Episode:

>> Take the Wealth Dynamics Entrepreneur Assessment - https://www.wealthbuilders.co.uk/wealthdynamics

Acronyms used in today’s episode:

How can you become a S.M.A.R.T.E.R business owner?

Sales

Money

Activities

Relationships

Time

Entrepreneur

Recurring Income

The 4 D’s that can scupper a business owner:

Death

Disablement

Divorce

Disruption

How to D.R.A.W a healthy income from your business?

Director’s Pension [SSAS]

Relevant Life

Assets

Wellbeing & Wheels

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/academy

https://www.wealthbuilders.co.uk/membership

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Is it possible to achieve financial independence within 3 years? The answer is yes, and in today’s show you’ll hear exactly how WealthBuilders client, Bronwen Vearncombe, achieved this. By focusing on her ‘why’, and then seeking good quality education to learn about her chosen pillars, she and her husband John were able to quit their corporate jobs and travel the world, fulfilling a lifetime ambition of John’s to compete in the Clipper Round the World Yacht Race ...all whilst managing their property business remotely.

Featured Guest: Bronwen Vearncombe

Resources Mentioned In This Episode:

Bronwen Vearncomb’s Book ‘Building Your Dream Life’ is out now on Amazon. Click Here

Take the Wealth Dynamics Entrepreneur Assessment - https://www.wealthbuilders.co.uk/wealthdynamics

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/academy

https://www.wealthbuilders.co.uk/membership

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Building Your Dream Life: How Property Can Help You Quit the Rat Race

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Today’s episode celebrates the one year anniversary of WealthTalk!

And what better way to celebrate than to hear from our members how they have been progressing since working with Kevin and Christian. You’ll hear the reasons they decided to join, what some of the biggest surprises have been, and the impact it’s having not just on their own wealth-building endeavours, but also on their ability to feel more confident about the future.

Don’t forget to listen all the way to the end of today’s episode for details of a VERY special 1st-anniversary competition where one lucky listener will win a free place on the WealthBuilders ‘7 Steps to Wealth’ Programme which opens up again on 30th March.

Featured Guests: Andy Labrum, Danni Wade, Geoff Sturtivant, Jon Dale, Richiko Olrichs

Resources Mentioned In This Episode:

What are the 5 Levels of Wealth? >> https://membership.wealthbuilders.co.uk/5-levels-of-wealth

What are the 7 Pillars of Wealth? >> https://membership.wealthbuilders.co.uk/7-pillars-of-wealth

What is the Wheel of Wealth? >> https://membership.wealthbuilders.co.uk/wheel-of-wealth

Guest Andy Labrum - Blue Light Leavers, helping Emergency Service professionals and support staff worldwide find new careers - https://www.bluelightleavers.com/

Take the Wealth Dynamics Entrepreneur Assessment - https://www.wealthbuilders.co.uk/wealthdynamics

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/academy

https://www.wealthbuilders.co.uk/membership

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Businesses are rarely started with any thought of eventually being sold, or what that might look like for the owner. Over the years, the business becomes so personal, almost like having another child. That often leads to this huge discrepancy in the long term about the valuation of a business and why it's such an inexact science. That's why such few businesses actually get sold. The seller is often emotionally attached after pouring blood, sweat and years into the business, whilst the buyer is much more fixated on a different set of metrics ...of which we discuss in today’s episode.

Featured Guest: Guy Bartlett, the Fidelis Group

Resources Mentioned In This Episode:

7 Steps To Take Before Selling Your Business [Download Free Guide]

Take the Wealth Dynamics Test to Find out your Entrepreneurial Profile

The Fidelis Group

Episode 44: Will you walk away wealthy from your business?

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/academy

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How do you make money from just an idea? Well, everything that exists in this world which is man-made began with a thought, and some of those creations of the mind such as literary, music, designs, artwork, systems can be protected by law in the form of copyrights, patents and trademarks allowing the creator to earn recognition and/or financial benefit.

On today’s show, you’ll hear an interview with Rob Moore. Rob is an investor, best selling author, podcast host and owner of the largest property education company in the UK. He lives and loves entrepreneurship and property investing, and is the host of the successful UK podcasts, The "Disruptive Entrepreneur" and "Money". Rob will share some of the different ways that you can build wealth in the pillar of intellectual property (IP).

Resources Mentioned In This Episode:

Rob Moore Official Website

Rob Moore Disruptive Entrepreneur Podcast

Rob Moore Money Podcast

Episode 33: You Can’t Build Wealth Without Using Leverage

A step by step process to help you create, build and protect your wealth.

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Most people that sell a business are first time sellers, and most people that buy are first time buyers. Very few people do lots of homework and research, especially those that are selling. There's also very often a massive disconnect between what's in a business owners head as to what they think the value of their business might be, to what a buyer will pay.

Dave Pearce is somebody who knows how to help business owners prepare to get better value when they decide they want to sell. In today’s episode you’ll learn what steps you should be thinking about to make your business more valuable in the event you wish to sell.

Featured Guest: Dave Pearce

Resources Mentioned In This Episode:

6 Step Business Sales Process [Free Download]

Transworld Business Advisors

Episode 36: Women in Business Feat. Charlotte Pearce [Daughter of Dave Pearce]

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/academy

https://www.wealthbuilders.co.uk/membership

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In this episode, Kevin and Christian share some of the feedback they received from the end of year survey they sent out to their Founder Members. 100 members of the WealthBuilders Community have been following the ‘7 Steps to Wealth’ process since Spring/Summer 2019 and you’ll hear some of the reasons why they joined and what they’re finding of most benefit so far. If you’d like to work with Kevin and Christian on creating your own unique WealthPlan then be sure to make of note of 30th March 2020 when the doors will reopen for a short period.

Resources Mentioned In This Episode:

Get The WealthChart [A1 Wall Planner]

WT004: How To Uncover Hidden Money In Your Life Using D.E.B.I.T.S

WT025: Foundation Members Share Their Progress

A step by step process to help you create, build and protect your wealth.

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How do you start building your wealth? People often comment that it’s easy when you've got money, but what happens if you don't have money? Well, everybody's got time and in today’s episode, Kevin and Christian explain why anybody could do a little bit on the SIDE.

Instead of telling yourself that you don’t have the resources to start building your wealth, you just have to have the resourcefulness.

Resources Mentioned In This Episode:

Save A Fortune FAST! 12 Secrets to eliminate your mortgage, loans and credit cards’ [Free Book Download]

Get The WealthChart [A1 Wall Planner]

WT002: Are You A Drifter, A DIY’er Or A Dynamic When It Comes To Building Wealth?

WT020: Becoming wealthy only takes 1 day a month

Trusted House Sitters

Bartercard - a trading platform where businesses can buy and sell their goods or services as part of a global network of likeminded businesses.

>>Find Out More About The WealthBuilders Academy

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/academy

>>Register for Free Access to the WealthBuilders Membership Site

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In this episode, we welcome another WealthBuilders member who is an ActionCoach to talk about the business pillar, which is Mark Perry. And Mark is going to talk us through the six steps to building a business that works without you. We’ll be covering a lot of information, so if you can, click the link below to download a copy of the 6 Steps Template before you begin listening. This framework breaks down each area of business and turns what can often be quite complex into an easy step by step process for you to follow.

Featured Guest: Mark Perry

Resources Mentioned In This Episode:

DOWNLOAD - 6 Steps to a Business that works without you [Template]

Episode 40: 5 Ways to Increase your Business profits with ActionCoach Chris Henry

>>Find Out More About The WealthBuilders Academy

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/academy

Register for Free Access to the WealthBuilders Membership Site

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Today's episode is looking at how to get more leverage from your marketing. The purpose of marketing is to generate a lead, but are you then measuring how many of those leads convert to paying customers? WealthBuilders member and business coach, Chris Henry, highlights five key metrics which every business owner should be scrutinising in order to increase their profits and generate more recurring revenue.

Featured Guest: Chris Henry

Resources mentioned In this episode:

DOWNLOAD: '5 Ways To Increase your business profits' worksheet

FREE PENSION CPR- WealthBuilders will review one personal pension/SIPP for you and create a unique report highlighting ways to reduce the charges, improve the performance and reduce the risk. Click Here To Request Your Free Pension CPR

LIMITED AVAILABILITY! WEALTHCHART WALL PLANNERS.

Click Here To Order Now

Find Out More About The WealthBuilders Acadeny

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/academy

Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

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Building wealth isn’t easy. This week Kevin and Christian discuss the challenges that can often arise throughout this journey, and invite Penny Power OBE to share very openly about how business can feel demanding and lonely at times. Knowing your strengths and weaknesses and then building a business that’s right for you, can help you to achieve the financial rewards that often elude many business owners. Penny was awarded her OBE by the Queen for contribution to entrepreneurs in social and digital development, and in 2011 wrote and published the Digital Business Britain Manifesto which highlighted the needs for greater Digital Skills within UK business.

Featured Guest: Penny Power OBE

Resources Mentioned In This Episode:

Penny Power - Business Is Personal [Book]

Take the Wealth Dynamics Assessment [Entrepreneur Profile]

Find Out More About The WealthBuilders Academy

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/academy

Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

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Business in Personal: Be the Leader of Your Life and Business

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Every good business must be capable of being sold and in this episode, we look at 8 key factors in helping you achieve that. So whether you plan to pass your business on to your kids, or whether you pass it on to your employees, you still need good principles in place. This episode will show you how to turn your business into an asset that works without you to generate predictable, recurring income.

Featured Guest: Richard Perry [ActionCoach]

Take the Test! Find out what your Value Builder score is here: https://wealthbuilders.co.uk/valuebuilder

RESOURCES MENTIONED IN THIS EPISODE:

The Automatic Customer: Creating a Subscription Business in Any Industry - John Warrillow [Book]

Built to Sell: Turn Your Business Into One You Can Sell - John Warrillow [Book]

The E-Myth: Why most small businesses don’t work and what to do about it - Michael Gerber [Book]

Find Out More About The WealthBuilders Academy

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/academy

Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

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The Automatic Customer: Creating a Subscription Business in Any Industry

The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It

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In order for a business to be a true asset, it needs to be able to operate without you - and one of the best ways to ensure it does that is by focusing on predictable, recurring income. Our guest this week is John Warrillow. John is the author of ‘Built To Sell: Creating a business that can thrive without you’ and ‘The Automatic Customer: Creating a subscription business in any industry’. In today’s episode, you’ll hear John talk about how business can provide the exponential growth that other assets such as property cannot, as well as the 12 part system that allows any business owner to assess the saleability of their company. If you’re considering business as part of your wealth plan, this is an episode not to miss.

Resources Mentioned In This Episode:

The Automatic Customer: Creating a Subscription Business in Any Industry [Book]
Built to Sell: Turn Your Business Into One You Can Sell [Book]
The Value Builder System: A statistically proven methodology for increasing the value of your company

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Is it harder for women to achieve success in business compared to their male counterparts? We hear from three successful female entrepreneurs who haven’t let anything get in their way from building wealth through the business pillar. Kevin and Christian offer their thoughts on some of the important aspects raised by each of our inspirational guests - including why it’s so important to understand the lifetime value of a customer as well as generating recurring income in your business.

Featured Guests: Charlotte Pearce, Founder of Inkpact | Sarah Walker, CEO of Easy Rent Now Ltd | Julianne Ponan, Founder of Creative Nature

Resources Mentioned In This Episode:

https://inkpact.com/ - deliver handwritten personalised notes and gifts to the people who make your business great

https://www.easyrentnow.co.uk/ - Social Enterprise Company that provides good quality shared homes at fair rents.

https://www.creativenaturesuperfoods.co.uk/ - a range of healthy snack bars that have won more great taste gold stars than any other cold-pressed range in history!

Use discount code ‘GNAWBLES10’ to use on any of their new Gnawbles products here:

https://www.creativenaturesuperfoods.co.uk/product-category/type/gnawbles/

Find Out More About The WealthBuilders Academy.

A step by step process to help you create, build and protect your wealth.

https://www.wealthbuilders.co.uk/academy

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How do you feel about the current performance of your pension? Frustrated, worried and fearful of what life might be like for you in retirement? In this episode of WealthTalk hosts Kevin Whelan & Christian Rodwell replay a webinar which they recently hosted which received a huge response, titled ‘3 Ways To Instantly Make Your Pension Work Harder For You’. You’ll learn 3 ways you can instantly reduce the costs and maximise your current pensions earning ability by following what we’ve called the ‘Pension CPR’.Resources Mentioned In This Episode:* Watch the Webinar Replay - 3 Ways to Instantly Make Your Pension Work Harder For You

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Whether you’re male or female, the WealthBuilding principles don’t change. Even though our society is making enormous strides in equality, statistically women are financially worse off than men in many aspects of their wealth. It’s reported that by the time an average woman reaches her 60’s the size of her pension pot is a third the size of an average man’s, and for 1.2 million women in their 50’s, they have no retirement provisions at all. In this week’s episode, Kevin Whelan & Christian Rodwell discuss the topic of Women in Business.Resources Mentioned In This Episode:* WT17: Do You Have A Lost Pension? * Wealth Dynamics Test - What Entrepreneur Profile Are You? * Application for a State Pension Statement [BR19 Form]

Sources of statistics referred to in this episode:* https://www.prowess.org.uk/facts/ * https://www.thisismoney.co.uk/money/pensions/article-7551755/The-warning-shows-women-start-saving.html * https://www.thisismoney.co.uk/money/markets/article-7298209/The-male-female-divide-UKs-100-leading-firms.html * https://www.independent.co.uk/voices/gender-equality-pay-gap-research-lean-in-sheryl-sandberg-a9172351.html

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Today we’re revisiting a topic that we covered back in Episode 11, which is Leverage. Leverage is a key aspect of wealth. One of the common reasons that holds people back from building wealth is overwhelm. Too much information. In today’s episode Kevin and Christian recap the five points of leverage and encourage you to choose one, take some form of action, put the wheels in motion... and get going.

WT004: How To Uncover Hidden Money In Your Life Using D.E.B.I.T.S

WT011: Creating Leverage Using F.I.R.S.T

Take The Wealth Dynamics Test

WT017: Do you have a lost pension?

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The whole idea of legacy is not just to protect money. It's to transfer wisdom, and transfer good practices and principles to the next generation so that they don't just get the money, they get the wisdom as well. And that's really quite critical in the WealthBuilding process that we teach - in fact it’s point number seven in our own values in the Declaration of Financial Independence. In today’s episode you’ll hear how ‘leaving a legacy’ is the most common reason why our members wish to create wealth, and why it’s such a powerful motive that can make someone unstoppable. The challenge for many, however, is that whilst they may have good intentions, their execution and lack of a solid plan lets them down.

Resources Mentioned In This Episode:

WT003: The 5 Levels of Wealth and Knowing Your Reason Why

WT006: Using Wealth Dynamics To Find Your Personal Flow

WT008: Protecting Your Assets [The Roof]

Free Download: Save A FortuneFast: 12 Secrets to eliminate your mortgage, credit cards and loans [eBook]

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A step by step process to help you create, build and protect your wealth.

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Featured Guest: Shaz Nawaz - AA Accountants.

Tax is the overlay to every single asset. So whatever asset you decide to invest in, there's going to be a different tax treatment. In today’s episode we’re focusing on Pillar 4 - Property, and we are delighted to welcome property tax expert Shaz Nawaz to share his vast knowledge around common tax mitigating strategies that any investor should be aware of. Shaz will be covering reliefs and exemptions, capital allowances, personal tax strategy as well as when you should and not consider incorporating your properties. We all have an obligation to pay our taxes, however, if you can minimize those, and feel comfortable with retaining as much profit and income as possible, then this is going to help you to build your wealth.

Resources Mentioned In This Episode:

WT23: Using Trusts To Protect Your Assets

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What are the advantages and disadvantages of investing in commercial property over residential? There are certainly different, more sophisticated rules, and some of the advantages include greater tax allowances, and the ability to invest using your pension [SSAS]. In fact, you’ll learn how commercial property really lends itself to working well with both the pension and business pillars. You’ll hear from three members of the WealthBuilders Community who share their insights into different types of commercial property investing opportunities that are available, including commercial to residential, mixed use properties, office space and the industrial sector. Is investing in commercial property more risky than residential? Listen to find out!

Show contributors - Suzie Carter, Dan Taylor, Mark Stokes.

Resources Mentioned in this Episode

https://www.amazon.co.uk/Commercial-Residential-Conversions-essential-developers/dp/152722788X

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A step by step process to help you create, build and protect your wealth.

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Commercial to Residential Conversions: The essential manual for property developers

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What is serviced accommodation, and what are the pros and cons of this property investing strategy? Instead of renting a property in the traditional sense for a number of years, this strategy focuses on short term lets - taking a property and treating it more like a guest house or hotel. In recent years companies such as Airbnb have completely revolutionsed this market, and in doing so, have created new opportunities for property owners to leverage their existing assets to achieve higher cash flow. You’ll hear from four members of the WealthBuilders Community who share their experiences, along with a whole host of things you have to learn about - not just delivering the service, but how do you get the customers in the first place? What's your tenant type? Are you catering for corporate customers, or leisure, or both? Where's the location? Is there a demand for people who would want to rent for short term?

Show contributors - Ian McBain, Ian Morton, Adrian Taylor, Lee Pemberton.

Resources Mentioned In This Episode:

https://www.airbnb.co.uk

https://www.booking.com

https://www.expedia.co.uk/

Find Out More About The WealthBuilders Academy.

A step by step process to help you create, build and protect your wealth.

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What is an HMO, and what are the pros and cons of this property investing strategy? Instead of renting a property on an Assured Shorthold Tenancy (AST) to a single family, a way to leverage the capacity within that property is to rent the individual rooms to unconnected tenants - generating increased revenue and cash flow for the property owner. You’ll hear from four members of the WealthBuilders community who are each focusing on different market sectors, and discover how they are delivering value for their tenants and customers using the HMO strategy. You’ll also hear why ‘not having enough money’ is not a reason to delay getting started!

Show contributors - Kevin McDonnell, Andy Bedwell, Chris Paton, Kevin Kinsella.

Resources Mentioned In This Episode:

No Money Down Property Investing - Kevin McDonnell [Book]

Houses of Multiple Occupation Guidelines - Gov.uk

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A step by step process to help you create, build and protect your wealth.
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No Money Down Property Investing: How to Build a Property Portfolio Using None of Your Own Money

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Simon Zutshi has been investing in UK property for over 20 years. In 2003 Simon hosted his first network meeting for property investors, establishing the Property Investors Network (PIN) - which today boasts 50 meetings across the UK every month, making it the UK’s biggest training and networking organisation. In today’s episode recorded live in London, we hear from Simon on his views of the current UK Property market, and whether the uncertainty that surrounds the future of the country presents a reason to be cautious, or huge opportunities.

Show contributors - Simon Zutshi.

Resources Mentioned In This Episode:

Register to attend your local PIN networking event for FREE
[CLICK HERE] to select your nearest location, and enter voucher code ‘wealthbuilders’ when selecting your booking/payment method]

Property Magic by Simon Zutshi [Book]

Take the Wealth Dynamics Test

Find Out More About The WealthBuilders Academy
A step by step process to help you create, build and protect your wealth.
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Property Magic (6th edition): How to Buy Property Using Other People's Time, Money and Experience

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One of the most widely used assets to generate wealth in the UK is property. However, there are so many different ways to invest in property, and in today’s episode Kevin Whelan & Christian Rodwell begin to look at some of those different strategies, and who they may be best suited to. As with all of the 7 Pillars of Wealth, the process for generating recurring income involves turning the wheel of wealth, and that always begins with education.

Resources Mentioned In This Episode:

Episode 009 - The Wheel of Wealth

Episode 011 - Creating Leverage Using F.I.R.S.T

Take the Wealth Dynamics Test

Find Out More About The WealthBuilders Foundation Programme.
A step by step process to help you create, build and protect your wealth.
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If you’re currently in drifting mode then today’s episode might just provide the kick-start you need to re-focus on your own plan for building wealth. You’ll hear from four of our members who took action by joining the WealthBuilders Foundation Programme when we launched in May, and some of the positive actions they’ve already taken within their first 90 days.

Show contributors - Louise Righton, Jon Dale, Henry Austin, Rupert Day.

Find Out More About The WealthBuilders Academy
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The principle of due diligence is risk mitigation. Wealth is about managing returns and managing risk. In today’s episode Kevin Whelan shares 5 areas which may be useful for you to check off when approaching your own research into investment opportunities. You’ll also hear some alternative investing strategies from two more WealthBuilder clients including crowdfunding and investing in businesses.

Show contributors - Michelle Bryant, Mike Hedgecox.

Resources Mentioned In This Episode:

Listen to Episode 06 - Using Wealth Dynamics to Find Your Personal Flow
Listen to Episode 09 - The Wheel of Wealth

5 STEPS OF DUE DILIGENCE:
Personal
Product
People
Property
Process

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It's important to know what would happen and who could make decisions to keep your assets protected, well maintained, well organised and structured and continue to do that if for any reason you weren't able to. WealthBuilding is a management process. There needs to be some management, not least because things change, tax laws change our health changes, our relationships often change. We focus on the different types of Trust, Wills and Lasting Power of Attorney in this week’s episode of WealthTalk.

Resources Mentioned In This Episode:

Listen to Episode 008 - Protecting Your Assets [The ROOF]

Listen to Episode 018 - SSAS Pensions [The Director’s Pension]

Make, register or end a Lasting Power of Attorney

Wording to check how your home is owned:
The Title Register Document will show the names of the people that own the property and, if you are tenants in common will also have wording similar to: "No disposition by a sole proprietor of the registered estate (except a trust corporation) under which capital money arises is to be registered unless authorised by an order of the court".
If there is no such wording in the Title Register Document then you are almost certainly joint tenants.

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Invest at low cost, look to diversify your investments and always do your due diligence to mitigate risk. These are some of the key lessons from today’s episode of WealthTalk, where we carry on from last week’s introduction to Pillar 3, investments. You’ll hear from two WealthBuilder clients who share differing approaches to investing, and if the investment pillar is one that interests you, then it’s important to find a process that will be well suited to you.

Show contributors - Jeremy Downing, Manish Kataria.

Resources Mentioned In This Episode:

Listen to WT0021 - Why most investments are C.R.A.P

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Pillar 3 [Investments] is where many people will have their money ‘parked’ in the hope that it works out positively in the long run. Unfortunately with any market there is very little control that any individual can have in dictating the outcome. In today’s episode Kevin Whelan dispels some common beliefs around investments and shares his own C.R.A.P model to help you make better investing decisions.

Resources Mentioned In This Episode:
Listen to WT007 - The 7 Pillars of Wealth
Listen to WT009 - The Wheel of Wealth

[CLICK HERE FOR FREE MEMBERSHIP ACCESS]

Click Here To Find Out More About The WealthBuilders Academy

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How much time do you dedicate to building wealth? Today Kevin and Christian discuss the idea that anybody can become wealthy in 10 years, and that just by dedicating 1 day per month to focus on this would yield results. You’ll hear from 3 more members of the WealthBuilders Community who have managed to carve out more time for themselves through different approaches, freeing up more time to focus on their chosen pillars of wealth.

Resources Mentioned In This Episode:

Listen to WT011 - Creating Leverage using F.I.R.S.T
The Pomodoro Technique
Take the Wealth Dynamics Test

Register for free access to the WealthBuilders Membership Site to watch the pension videos mentioned in this episode - https://www.wealthbuilders.co.uk/resources

Click Here To Find Out More About The WealthBuilders Academy - https://www.wealthbuilders.co.uk/academy

Links to all WealthTalk podcast episodes can be found at www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group: www.wealthbuilders.co.uk/facebook

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Is it time for you to take control of your pension? As well as reviewing the lessons learned from members of the WealthBuilders Community who kindly shared their experiences over the previous 2 episodes, Kevin and Christian discuss the difference between a SIPP and SSAS, as well as Defined Benefit Schemes.

Resources Mentioned In This Episode:
Are you eligible for a SSAS Pension? Find out here - https://www.wealthbuilders.co.uk/ssaseligibility

Register for free access to the WealthBuilders Membership Site to watch the pension videos mentioned in this episode - https://www.wealthbuilders.co.uk/resources

Click Here To Find Out More About The WealthBuilders Foundation Programme

Links to all WealthTalk podcast episodes can be found at www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group: www.wealthbuilders.co.uk/facebook

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What is a SSAS Pension? SSAS stands for Small Self Administered Scheme. It’s a type of pension that is available to business owners, and allows access to private pension funds before the age of 55. In this episode you’ll hear from 3 members of the WealthBuilders Community who have transitioned from corporate jobs and used their pension in the form of a SSAS to start and grow their own businesses and build their wealth.

Show contributors - Chris Henry, Paul Watson, Mark Stokes.

Resources Mentioned In This Episode:
Are you eligible for a SSAS Pension? Find out here - https://www.wealthbuilders.co.uk/ssaseligibility

Mark Stokes SSAS Pensions book on Amazon

Register for free access to the WealthBuilders Membership Site to watch the pension videos mentioned in this episode - https://www.wealthbuilders.co.uk/resources

Click Here To Find Out More About The WealthBuilders Foundation Programme

Links to all WealthTalk podcast episodes can be found at www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group: www.wealthbuilders.co.uk/facebook

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This week’s discussion is around Pillar 2 - Pensions. Specifically, lost pensions. 1.6 million lost pensions pots worth nearly £20 billion could remain unclaimed according to latest research from the PPI (Pensions Policy Institute). And the good news is, the process of finding out is really simple. You’ll hear from three members of the WealthBuilders community who share their story of how they were able to trace lost pension money, with a combined total of over £400,000 being rediscovered - now accessible and ready to put to work within one of the other pillars.

Show contributors - Andrew Abaza, Chris Cooke, Veronica Franks.

Resources Mentioned In This Episode:
Pension Tracing Service [Gov.uk] - https://www.gov.uk/government/news/new-pension-tracing-service-website-launched

Register for free access to the WealthBuilders Membership Site to watch the pension videos mentioned in this episode - https://www.wealthbuilders.co.uk/resources

Click Here To Find Out More About The WealthBuilders Foundation Programme - https://www.wealthbuilders.co.uk/foundation

Links to all WealthTalk podcast episodes can be found at www.wealthbuilders.co.uk/wealthtalk

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Following on from episode 15 where we heard examples from three members of the WealthBuilders community on how they have turned their home into an asset, Kevin and Christian reflect on some of the lessons learned, and discuss additional ways that you can turn your home into a cash-flowing asset.

Resources Mentioned In This Episode:
Rent a room scheme [UK] - https://www.gov.uk/rent-room-in-your-home/the-rent-a-room-scheme

Save A Fortune eBook by Kevin Whelan [Free Download] - https://membership.wealthbuilders.co.uk/free-access

Click Here To Find Out More About The WealthBuilders Foundation Programme

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group: www.wealthbuilders.co.uk/facebook

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How can you turn your home into a cash-flowing asset? This week we begin to look in more detail at how to create recurring income from each of the 7 pillars of wealth ...and remember, in Kevin Whelan’s exhaustive research over the last 30 years ...there are only 7 ways to build wealth! This week we take a look at Pillar 1 which is Home Capacity, and hear from 3 members of the WealthBuilders community exactly how they have created income from their homes, without selling.

Show Contributors - Stephanie Aitken, Bronwen Vearncombe, Carol Robinson.

Click Here To Find Out More About The WealthBuilders Foundation Programme

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group: www.wealthbuilders.co.uk/facebook

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Learning how to become more valuable to the marketplace is an essential WealthBuilding skill, and one which Kevin and Christian talk about in depth today.

The best time to start building you wealth is now, regardless of what’s happening in the economy, Brexit, interest rates or any other ‘market’ that is simply out of your control. When you really know yourself and where you can best deliver value to others, you’ll create a feeling of certainty that you won’t get trading time for money for somebody else.

Click Here To Find Out More About The WealthBuilders Foundation Programme

Take the Wealth Dynamics Test

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

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In Episode 012 Kevin & Christian announced the launch of the WealthBuilders Foundation Programme which is available to enrol in now.

This week they discuss modules 7-12 and the 3 different levels of support which people can choose from. This new programme is for anybody currently not yet at a place of Financial Security, which means you still trade your time for money and don’t yet have enough recurring income from assets to cover your monthly expenses.

Click Here To Find Out More About The WealthBuilders Academy

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group: www.wealthbuilders.co.uk/facebook

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Christian & Kevin announce the launch of the WealthBuilders Foundation Programme and talk through what’s covered in the first 6 modules. This new programme is for anybody currently not yet at a place of Financial Security, which means you still trade your time for money and don’t yet have enough recurring income from assets to cover your monthly expenses.

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group: www.wealthbuilders.co.uk/facebook

Join the WealthBuilders Membership Site for Free and get access to free Wealth-building Resources:

www.wealthbuilders.co.uk/membership

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What is Leverage? Leverage is the key to the creation of wealth. In today’s episode of WealthTalk Kevin shares another of his unique acronyms which can help you to accelerate your wealth building - F.I.R.S.T.

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group:

Join the WealthBuilders Membership Site for Free and get access to free Wealth-building Resources: https://membership.wealthbuilders.co.uk/free-access

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In recent episodes Kevin and Christian have been discussing how to discover extra money in your life you didn’t know existed using the D.E.B.I.T.S model. In this episode they look at 7 simple first steps which you can take to begin putting the extra money you have managed to save each month and start making it work harder for you, and begin the Wealth-Building process.

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group:

Join the WealthBuilders Membership Site for Free and get access to free Wealth-building Resources:

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A handy reminder of the WealthBuilders model and the different elements that have been discussed in the first 8 episodes. But how does it all connect together to actually begin generating recurring income? The answer is by turning what Kevin has coined as ‘The Wheel Of Wealth’. In this episode you’ll find out what the 5 different components of the wheel are ...and why you can’t cheat the wheel!

In this episode of WealthTalk, Christian and Kevin discuss:

Recap of the WealthBuilders model: Foundation > 7 Pillars of Wealth > Roof
Why it’s important to begin with the end in mind when thinking about wealth
The 5 steps of ‘The Wheel of Wealth’ - the unique process that must be applied to any asset in order to generate recurring income
The dangers of skipping any of the steps that make up the wheel
The consequences of skipping step 4 is that your wheel might start to turn backwards!
By following this process Kevin believes you can reach Financial Independence within 3-7 years

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group: www.wealthbuilders.co.uk/facebook

Join the WealthBuilders Membership Site for Free and watch the ‘Wheel of Wealth’ video: https://membership.wealthbuilders.co.uk/login

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In today’s episode Kevin & Christian talk about the roof that sits upon the 7 pillars which were discussed in Episode 007, and the Foundation discussed in Episode 004 [D.E.B.I.T.S]. The roof consists of a few protective documents which for a few hundred pounds to put in place - will ensure that your assets are protected and ‘watertight’, and ensure you are not leaving family members or business partners with potentially difficult and unpleasant situations to have to deal with after you pass on.

In this episode of WealthTalk, Christian and Kevin discuss:

The importance of having a will
Power of Attorney
Knowing what would happen in the worst case scenario if you are in business with somebody else
The use of trusts
How to have the government pay part of your life insurance premium via tax relief
Joint Tenants vs Tenants In Common - and why you should know which applies to you

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group: www.wealthbuilders.co.uk/facebook

Join the WealthBuilders Membership Site for Free: https://membership.wealthbuilders.co.uk/login

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Wealth comes from the ownership and control of assets, and the good news is ...there are only 7 assets to choose from to build your wealth. In this key episode of WealthTalk you’ll learn what each of the 7 assets are, and why at WealthBuilders we refer to them as ‘The 7 Pillars of Wealth’.

In this episode of WealthTalk, Christian and Kevin discuss:

A reminder of Kevin Whelan’s definition of an asset
The reason why so many people never build wealth is because their money is ‘parked’ in either one or more of the first three assets
The difference between an asset that generates cash flow and a latent asset
The biggest mistakes that people make with each of the different asset classes
Why your home isn’t an asset ...but some ideas as to how you could it into one
SSAS Pensions: the best kept financial secret?
The 4 entrepreneurial pillars
Why it’s so important (and so easy) to implement a little risk mitigation to your assets

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

Join the WealthBuilders Facebook Group: www.wealthbuilders.co.uk/facebook

Join the WealthBuilders Membership Site for Free: https://membership.wealthbuilders.co.uk/login

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On episode 005 Kevin and Christian discussed the importance of thinking like an entrepreneur when it comes to building wealth. In this episode they share their favourite online tool, Wealth Dynamics, which you can use to uncover your natural entrepreneur profile type and learn for yourself what activities you should be focusing on more in order to get into your natural state of flow: a state where tasks come easiest to you, and where you can deliver greatest value to others.

In this episode of WealthTalk, Christian and Kevin discuss:

What is the Wealth Dynamics Assessment and how can it help you to become more valuable to the team around you
The 4 different entrepreneurial energy’s - Dynamo / Blaze / Tempo / Steel
The importance of creating the right balance within a team so that each person is given responsibility for the tasks they are most naturally suited to [which is not always the case!]
How Wealth Dynamics can be used to identify your weak spots and then connect with others who love doing the things which you don’t enjoy so much, developing your entrepreneurial team

TAKE THE WEALTH DYNAMICS TEST HERE

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

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In order to build true wealth it is going to be necessary to think like an entrepreneur, in other words looking at ways to add or create value. Kevin and Christian look at the difference between an Entrepreneur vs an Intrepreneur and some of the different mindset characteristics between employees vs business owners

In this episode of WealthTalk, Christian and Kevin discuss:

How to calculate your hourly rate if you are an employee and understand the current value of your IP
Why relying solely on one stream of revenue from your employer is arguably one of the riskiest positions to be in
It’s never been easier to follow the path of someone else who has been successful in the area you want to learn more about, and to find your own mentor to guide you
Just because you own a business does not necessarily mean that you are an entrepreneur

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

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If wealth can only be achieved through assets, then what exactly is the definition of an asset? Today Kevin and Chris talk about the Foundation, and share a process called D.E.B.I.T.S which anybody can take a closer look at and make some changes to reveal some extra cash in their lives instantly.

In this episode of WealthTalk, Christian and Kevin discuss:

The two types of income: work income and asset income
You cannot be wealthy without being in the wealth management
business, which you can delegate
How to reveal additional cash in your life without penny-pinching
How to eliminate debt fast
The importance of making sure that a portion of your monthly
outgoings are being directed towards building your wealth
A strategy for getting your wealth-building education for free
Using a low cost tracker fund is one of the simplest assets to begin
accumulating wealth
Debt Free Day - the day of the year in which employed people have to
work until before they start to earn income after paying tax Hidden
costs and charges which can eat into your wealth

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

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Wealth is about an overlay of different freedoms, and when you truly connect with your reason ‘why’ it can become a catalyst which will drive you forwards to achieving the lifestyle that you truly desire. Kevin and Chris also talk through the 5 Levels of Wealth and the characteristics of each level.

In this episode of WealthTalk, Christian and Kevin discuss:

Kevin Whelan’s definition of wealth
The 6 different entrepreneurial freedoms
The 5 Levels of Wealth and how to understand which level you are
currently at
Why contribution becomes the focus as you reach financial abundance
and beyond
The legacy that Kevin wishes to leave behind for future generations
to enjoy and benefit from
The hard work and energy that goes into building wealth always comes
at the beginning as you try to create the initial momentum, but get’s
easier as you progress up the wealth levels

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

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The harsh reality as to why so many people who aspire to become financially independent is because they allow themselves to ‘drift’ through life with no solid plan on how they will reach their financial goals. Then there are the people who have a plan but choose to try and do everything themselves (The DIY’ers). Kevin believes that they key to building real wealth is to become a ‘Dynamic’.

In this episode of WealthTalk, Christian and Kevin discuss:

How to identify whether you fit into the 5% of people who become
wealthy, or the 95% who don’t
How you can become completely financially independent within 5 years
if you focus
Why you must take responsibility and action for building your wealth
Building wealth with others is so much more of an enjoyable
experience
The concept of ‘ROI’, and the 4 different ROI’s to be aware of as a
WealthBuilder
The importance of finding your natural flow as an entrepreneur

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

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Meet your hosts Kevin Whelan, Founder of WealthBuilders and Christian Rodwell, Membership Director. Understand the reason ‘why’ behind WealthBuilders’ goal to provide easy to understand step by step process that anybody can follow for building true wealth.

In this, the first ever episode of WealthTalk, Christian and Kevin discuss:

How to generate multiple streams of income from assets without
relying on any one area which is extremely risky
Why you must focus on creating assets to build you wealth, and that
there are only 7 ways to build wealth
The 3 cornerstones of the wealth-building process: education, support
and connections
Why 95% of the population never even reach a place of financial
security because, in part, to a lack of wealth education
In order to create wealth you need to think like an entrepreneur

Links and a full transcription of this episode can be found at www.wealthbuilders.co.uk/wealthtalk

WealthTalk - money, wealth and personal finance.: Recent Episodes

Kevin Whelan and Christian Rodwell