Accelerating Your Wealth
153 episodes - English - Latest episode: 5 days ago -Introducing the Accelerating Your Wealth podcast, a straight talking, motivational and informative podcast designed to keep you up to date on all things to do with your money, and crafting the financial future of your dreams.'
Your host Rebecca Robertson is a Wealth Creation Coach for Savvy Women.
'As women, it can be a struggle to fit everything in! We know moneys important but where's the time!? This podcast is here to help!
We get straight to the point. Talking openly, honestly and giving you some tips on how to help your money matter!'
'As a busy mum, businesswoman and wife, Rebecca brings her own experience and truths to this podcast. Helping women master their finances one step at a time (and having a little fun along the way!)'
I believe that wealth should be for everyone not just the ultra wealthy. Join me on this journey of learning on how detached our money emotions and start to gain a wealth of knowledge and understanding on how to become financially secure and independent.
Want to learn more about Rebecca - Visit. www.rebeccarobertsonevo.co.uk
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Episodes
Ep 127 - Early Twenties - Where to start?
April 19, 2024 11:00 - 59 minutes - 110 MBIn this episode of our podcast, we delve into the world of financial planning and goal setting, featuring Lily and Zach as they explore their career aspirations in industrial design engineering and mechanical engineering, respectively. They kick off the meeting by discussing their long-term financial goals, focusing on starting salaries, student loan repayment thresholds, and strategies for achieving financial stability. As the youngest guests I have had on the show to date, Lily and Zach de...
Ep 126 - Women in business are in trouble
March 29, 2024 12:00 - 21 minutes - 39 MBIn this episode, I stress the importance of prioritising pension contributions early on to secure your financial future as a woman with a business. I highlight the power of starting to save early and leveraging compound interest in investments over time, urging you not to delay contributions despite business or personal expenses. I offer practical steps for adjusting your finances towards pension savings, including reducing costs by 10% while increasing sales for financial stability. Ad...
EP 125 - Divorce- Is there light?
March 22, 2024 12:00 - 1 hour - 125 MBIn this episode I am joined by our guests Laura, Jennie, and Emma who share their personal journeys through divorce, offering invaluable insights and practical advice for navigating this challenging life transition. Laura emphasizes the importance of understanding love languages, while Jennie highlights the significance of fair financial settlements post-divorce. Emma, known as the "divorce alchemist," provides expert guidance on navigating high-conflict divorces with resilience and gra...
Ep 124 - The Budget and End Of Tax Year
March 12, 2024 12:00 - 8 minutes - 16.6 MBIn this podcast episode, I delve into the significant shifts in the budget and the impending end of the tax year. I'm highlighting various adjustments, like the reductions in national insurance rates, modifications in child benefit thresholds, and cuts in capital gains tax. I also touch upon the ramifications of VAT threshold increases and non-domicile rules, underlining how crucial it is for our clients to stay informed and updated with their financial planning as the tax year draws to a cl...
Ep 123 - Surviving Divorce Part 2
February 23, 2024 12:00 - 40 minutes - 75.9 MBJoin us for part 2 of our Surviving Divorce episodes where we continue the conversation with our guests Ellie, Natalie and Laura. We share our advice for individuals dealing with emotional, practical, and legal challenges in relationships, particularly focusing on financial agreements, settlements, and divorce. Discussing the importance of getting advice early, making decisions, and not jumping to conclusions during divorce, we also talk about how crucial it is to have the right support,...
Ep 122 - Surviving Divorce Part 1
February 16, 2024 12:00 - 36 minutes - 68 MBIn this special 2 part podcast of "Accelerate Your Wealth", I bring together three other women to have an important conversation about empowering women with their finances. The episode explores various perspectives on relationships, communication, and financial dynamics. The women discuss the challenges and shifts that occur during separations, particularly in terms of retirement planning and amicable resolutions. They delve into topics such as demanding more in relationships, setting ...
Ep. 121 - 7 ways to be accountable with your money
February 09, 2024 12:00 - 12 minutes - 257 MB VideoToday's podcast delves into the importance of taking control of your money and finances and I share seven practical tips to help you become more accountable monthly and daily. To enhance your financial accountability you can use things such as your phone setting reminders to be organised and on top of all your financial tasks, such as expenses and making notes to manage your budget effectively. Find an accountability buddy to share experiences and support with as this can help you m...
Ep 120 - How to make your money goals happen
February 02, 2024 12:00 - 18 minutes - 33.7 MBIn this episode, I dive deep into the art of setting and achieving money goals, walking you through the entire process of planning and executing those financial aspirations. First and foremost, clarity is the key. It’s important to have a crystal-clear vision of what you want to achieve financially. It's not just about having dreams; it's about defining them with precision. Next up, I break down the intimidating task of big financial goals into bite-sized, manageable steps. The idea is t...
Ep 119 - How to plan your money goals
January 26, 2024 12:00 - 15 minutes - 28.6 MBDiscover the secrets of effective wealth planning as I share valuable insights on breaking down big financial goals into manageable monthly objectives. Learn how to set realistic targets, create a roadmap for your financial journey, and unleash your true wealth-building potential. With examples of budgeting for saving, debt repayment, and other expenses throughout the year, it’s important to be realistic about your spending habits and track where your money goes to effectively plan and ac...
Ep 118 - how to set your money goals
January 19, 2024 12:00 - 11 minutes - 21.3 MB“How to Be Your Own Wealth Planner," is my new four-part mini-series on helping you to become your own wealth planner. As an independent financial advisor with 23 years of experience in financial services, I share my top insights on creating your personalized wealth plan. I believe that everyone can create their wealth plans at a basic level and it can make a huge positive difference. With this first episode, I will help you to identify your desired financial future and then determine the...
Ep 117- Why are women not getting the retirement they desire?
January 12, 2024 12:00 - 52 minutes - 97.1 MBToday's episode is with our guest Susan Hope, a financial specialist with Scottish Widows, who discusses the various challenges women face in retirement and how they can better prepare for this stage of life. Susan, who joined Scottish Widows two and a half years ago, brings over 30 years of experience in the industry and is now managing a sales team, helping employers create workplace saving schemes. Susan shares the findings of Scottish Widow's 19th annual report, focusing on the structu...
Ep. 116 - How to get your sh*t together for a successful 2024
January 05, 2024 12:00 - 1 hour - 116 MBOur first podcast of 2024 and we are kicking it off with an in-depth conversation between Abigail Langridge owner of Poppins PA and I, around effective time management, work-life balance (or rather, blend), and how to cope with the demands of a busy schedule. Abigail supports high-achieving women in reclaiming their personal lives and alleviating their headspace of all things that keep them awake at night and interrupt them throughout the day. She brings the true essence of having a per...
Ep 115 - Your Core Health Is Your Core Wealth
December 01, 2023 12:00 - 52 minutes - 97.2 MBToday's episode we have Linda Stephens, a health and wellness expert who specializes in women's health and empowerment. Linda shares her personal journey from being a senior television producer to becoming a health and wellness advocate, driven by her life experiences, including the birth of her premature children and her own perimenopausal journey. Linda passionately discusses the importance of understanding and adapting to our changing hormonal bodies, especially during midlife. She dive...
Ep 114 - How Not To Be Broke In Business
November 24, 2023 12:00 - 49 minutes - 92.5 MBIn this podcast, Julie Creefield, an award-winning speaker, author, and business strategist, discusses her 30-year career and her latest book, "How Not to Be Broke." She shares insights from her various roles in helping communities, individuals, and organizations make critical changes. Julie emphasizes the importance of examining personal, client, and global needs when designing business offerings. She uses what she refers to as a "Triangle of Need" to help visualize this concept. She also...
Ep 113 - How do we financially educate our kids?
November 17, 2023 12:00 - 50 minutes - 93.9 MBIn this latest podcast episode, I had the pleasure of welcoming Agata Diu, the founder of My Money, My Honey. Her mission? To promote financial literacy among not just adults, but importantly, children too. Sharing her journey from a finance manager to establishing her own business, Agata divulges the unique insights she’s gained along the way. Having moved to the UK in 2006, Agata faced a cultural shock that led her to delve deeply into the Western world of finance. This exploration spark...
Ep 112 - How to manage money with ADHD
November 10, 2023 12:00 - 1 hour - 127 MBThis episode of the "Accelerate Your Wealth" podcast, features Kim Rain, a performance coach specializing in aiding entrepreneurs with Attention Deficit Hyperactivity Disorder (ADHD). Kim shares her personal journey with ADHD, including her late diagnosis, and her subsequent passion for empowering clients to overcome procrastination, eliminate overwhelm, and banish burnout. In the conversation, Kim dives into the challenges of managing money when dealing with ADHD. She sheds light on the i...
Ep 111 - How to get a pay rise at work
November 03, 2023 12:00 - 59 minutes - 111 MBIn this episode, we are joined by Kate Usher, a menopause coach and gender equality consultant with over 20 years of experience in transformational IT projects in FTSE 100 organizations. We talk primarily about gender equality, career progression for women, and the effects of menopause on women's work-life balance. Kate shares her journey, which saw her transition from a global project manager in an FTSE 100 company to a menopause coach and gender equality consultant. She explains how her ...
Ep. 110 - Behavioural financial well-being and what is your future?
October 20, 2023 11:00 - 1 hour - 121 MBIn my latest podcast episode, I had the privilege of speaking with Thomas Mather, a renowned researcher specializing in financial decision-making tools and techniques. The conversation was a deep exploration of financial well-being, particularly focusing on the challenges faced by women in their 50s when making long-term decisions. Tom is an internationally experienced researcher who’s currently leading initiatives at Aegon's Centre for Behavioural Research. Here, his team delves into iden...
Ep.109 - What is it like to work with an IFA?
October 13, 2023 11:00 - 30 minutes - 57.3 MBIf you’ve ever wondered about my approach to financial well-being, this episode is one to listen to as I will share with you how I guide my clients through the intricacies of their financial journey. Frequently, individuals turn to me during significant life events or milestones, such as inheriting wealth or selling a business, seeking clarity and support. So where and how do we begin? In our initial conversations, I begin on a journey of discovery aiming to understand their unique circums...
Ep.108 - Money and Menopause
October 06, 2023 11:00 - 50 minutes - 94.2 MBToday’s episode we welcome Katharine, an experienced consultant nurse specializing in women's health and menopause. Katharine brings her extensive knowledge and personal insights from her three-decade-long career. She's not only a nurse consultant but also the founder and director of Flux State Limited, a supportive platform helping women to comprehend their bodies, empower their minds, and confidently navigate through menopause. Tune in for a conversation that combines health, wealth, and w...
Ep. 107 - Is the stock market a good way to invest?
September 29, 2023 11:00 - 49 minutes - 90.7 MBGet ready for today's episode as I welcome on board Laurence Van Denwerm, an investment strategist at Timeline, a financial planning company. Hailing originally from the vibrant landscapes of South Africa, Laurence is here to spill the beans on the intricacies of financial planning, drawing from his rich reservoir of experience and expertise. The primary topic of the conversation is the role and function of a model portfolio discretionary fund manager, which Laurence explains, is to gather...
Ep. 106 Becoming a money boss
September 22, 2023 11:00 - 52 minutes - 97.6 MBIn this episode of "Accelerate Your Wealth," I have guest speaker Jo Davison, a successful money and business mentor, speaker, and author. Jo shares her journey from being a chiropractor to creating the "She's a Money Boss" academy, a program used by women worldwide to improve their financial habits. She speaks about her past struggles, including being caught up in the pressures of running a business, being a mother, and navigating her financial challenges. Jo reflects on a life-altering...
Ep.105 Do we only need life cover?
September 15, 2023 11:00 - 46 minutes - 86.9 MBJennie & I dive deep into the world of life cover and insurance, demystifying these crucial financial safety nets and their impact on your financial future. We touch upon the importance of having the right kind of insurance policies, such as life cover, critical illness, income protection, and business insurance. With share our thoughts & ideas on how to evaluate existing insurance policies, ensuring they align with your current needs. Plus, we highlight the importance of having open and...
Ep. 104 - Selling From The Heart
September 08, 2023 12:53 - 49 minutes - 91.9 MBGet ready to supercharge your sales game and change your approach to selling! In this episode, we dive deep into the world of authentic sales conversations with the incredible Catherine Watkin. Brace yourself for a lively and informative journey that will change the way you think about selling forever! Catherine, a true sales expert, unveils her secrets to success, emphasizing the importance of selling from the heart. No more pushy tactics or sleazy strategies – it's all about building gen...
Ep 103 - Planning for the last quarter of 2023
July 28, 2023 11:00 - 29 minutes - 54.1 MBReady to dive headfirst into the art of planning for the last quarter of 2023? First things first, let's talk about the importance of planning. It's not just a mere task on our to-do list; it's a powerful tool for shaping our future. I'll be highlighting how our mindset and goals play a significant role in creating a roadmap to success. Oh, and I can't wait to share this incredible book I'm reading on manifesting and gratitude. Trust me, it's pure gold! I’ll also be talking about smart sp...
Ep.102 How to run a profitable business
July 21, 2023 11:00 - 48 minutes - 89.5 MBOn today’s show, Rebecca Robertson welcomes her guest, Nicole Winer, a business strategist and coach. They discuss profitability in business and Nicole's background as an ex-global investment banker. Nicole shares her passion for helping others and creating a ripple effect of kindness in society. She also talks about the challenges she faced in her own business and emphasizes the importance of understanding one's numbers and return on investment (ROI). They explore how ROI goes beyond moneta...
Ep.101 Why You Need A Will
July 14, 2023 11:00 - 32 minutes - 59.5 MBRebecca Robertson engages in an insightful conversation with guest Jennie, an expert in will writing and estate planning. They delve into the intricacies of wills, trusts, and the importance of thorough estate planning. Throughout the discussion, they touch on various key points that shed light on the significance of these legal documents and the potential challenges that can arise. From the role of professional organizations like the Society of Real Writers and the importance of continuin...
Ep.100 Free Guidance to improve financial wellbeing
June 30, 2023 11:00 - 44 minutes - 81.5 MBToday we are joined by guest Jenny Wright from the Money and Pension Service and we discuss the importance of breaking down taboos and stigma around discussing finances. The organization provides impartial guidance and information to help people make informed decisions, offering a toolkit for schools and parenting resources to help educate young people about money. Jenny shares a personal story about her own financial struggles and emphasizes the importance of seeking help. The Money an...
Ep.99 Making Tax Sexy: Tax isn't something to avoid
June 23, 2023 11:00 - 32 minutes - 60.1 MBThis episode focuses on tax management and financial empowerment. Hetty and I share our insights on common tax problems, strategies for tracking expenses and maximizing deductions delving into the mindset around money, and offering tips for setting achievable financial goals. To begin with we kick off by discussing the importance of tracking expenses and separating business and personal finances, sharing practical tips for managing expenses, including using accounting software and hiri...
Ep. 98 What will happen with mortgage interest rates?
June 16, 2023 11:00 - 52 minutes - 97.7 MBToday I am joined by Jennie Delelis as we discuss the current state of the mortgage market. Our conversation centers on the practical aspects of obtaining a mortgage, including the documentation and information that clients need to provide, the challenges faced by clients seeking a mortgage in today's market, and the role of brokers in helping clients navigate the process. Throughout the conversation, we highlight the importance of being prepared and organized when seeking a mortgage. The ...
Ep.97 Know Your Numbers In Business
June 09, 2023 11:00 - 30 minutes - 56.3 MBJoin me as I discuss the importance of ‘knowing your numbers in business’. Perhaps you may have heard this saying, and often, but I really want to stress the need for businesses to focus on metrics that matter, rather than getting caught up in vanity metrics like social media rankings and downloads. Knowing the numbers offers insights into how businesses can streamline their processes and delegate tasks to improve their profitability. That is why I wanted to share with you my own experienc...
EP.96 - 3 Reasons why everyone needs a financial plan
June 02, 2023 11:00 - 18 minutes - 35.1 MBFinancial planning is important but not all financial planners are qualified, making it important to find a regulated advisor. The planning process is crucial in making sure that you know where you're going, how much you need, and what tools you need to achieve your financial goals. The three main reasons why everyone needs financial planning are accountability, decision-making, and reducing worry. It is important to have a clear picture of what you want your life to look like, and this can ...
EP.95 How To Build Your Self Worth
May 26, 2023 11:00 - 1 hour - 135 MBIn this episode, I am joined by Star Monroe who was previously featured on our podcast last year you can check out the episode here - https://rebeccarobertson.co.uk/ep78-female-financial-independence-series-coming-back-to-me/ Today we dive into a conversation about personal growth, self-awareness, and business success. Exploring different topics such as self-trust, intuition, decision-making, productivity, writing, creativity, online business, marketing, manifestation, boundaries & worthi...
EP. 94 Pensions Vs ISA's
May 19, 2023 12:22 - 19 minutes - 15 MBIn this episode I will be sharing with you updates from a recent conference I was at. Plus I will be exploring with you the intriguing world of pensions and ISAs, where you can discover which investment options align best with your financial goals. While pensions are traditionally seen as long-term investments for retirement, ISAs offer shorter-term benefits with tax advantages. Deciding between ISAs and pensions depends on factors such as available funds, monthly surplus, tax positions...
EP.93 8 ways to reduce your risk when investing
May 12, 2023 11:00 - 18 minutes - 33.6 MBIn this podcast episode, I talk about reducing risk when investing. that men are typically more accepting of risk and more likely to invest than women. Providing you with real examples of women who have inherited or earned a significant amount of money but lack the knowledge of investing. I explain that as a financial advisor, my role is to assess clients' risk profiles and suggests ways of reducing risks. I also dive into the volatility of savings interest rates and how it affects investo...
EP. 92 Taking a pause:Reflecting On Business Decisions and Moving Forward
May 05, 2023 11:00 - 19 minutes - 36.8 MBIn this podcast episode, I share how I had to take a break from the podcast due to massive overwhelm. I understand how overwhelming it can be when you are in that state and how sometimes you have to shift things back, take things off your plate, and let things sit. Since I paused the podcast I wanted to share what had been happening, including some big decisions I’ve made about the business. During this time I learned more about my value and what was creating my future wealth, which allowe...
EP.91 IS NOW A GOOD TIME TO INVEST?
October 28, 2022 11:00 - 10 minutes - 19.3 MBIt’s about time, not timing when it comes to investing. There is a common misconception that when it comes to investing that it's all about trying to time the market. Having to predict the future so you can buy when prices are low, sell when they are high, and make a return on your investments. But the thing is, no one can predict the markets and what they are going to do. As a Financial Advisor who is all about stability, security & long-term planning. Advising people when they should ...
EP.90 6 things to do in a recession
October 21, 2022 11:00 - 17 minutes - 32.8 MBA recession is a significant decline in economic activity across a wide range of sectors and industries. Right now as I recorded this episode the UK is not currently in a recession. It's not been forecasted by the Bank of England, but there is a lot of talk about it is likely based on what is going on with consumers. A recession usually lasts for a prolonged period, typically six months or more. They can have a significant impact on our lives, both financially and emotionally and during a...
EP.89 Pensions- When can I retire?
October 14, 2022 11:30 - 19 minutes - 14.5 MBIt's one of the big questions that comes up quite a lot. Clients that I've talked to have lots of different pensions all over the place, they've often forgotten, then they don't know where they are, how much is in them, let alone what their fees are, what their charges are, what they're invested in what the risk profile is, or how much they actually could retire on. It's the ultimate question so listen to the full episode to find out more. If you are looking to have a general spruce up of...
EP88- How to pivot being on your own to having your dream team
October 07, 2022 11:00 - 37 minutes - 68.8 MBIn today's session I'll be talking to Skye Barbour who is a business and leadership strategist. She has played a vital part in helping ambitious entrepreneurs build multi-seven figure businesses by having their workflows while doubling their profits. We're talking about how you shift from sole trader on your own, to having a team and how to manage that team ongoing into how to pivot being on your own to having your dream team. Sky Barbour has helped clients reach Full Freedom by scaling qu...
EP87- Financial Detox Week 4: Holistic Financial Planning
September 30, 2022 11:00 - 32 minutes - 60.5 MBIn the final week of our Financial Detox, we will be looking at the more holistic view of your financial situation. Take the Financial Well-being Assessment quiz here: https://evolutionfinancialplanning.co.uk/financial-well-being-quiz Feel free to join my Facebook Community and you will find inside all replays from the previous weeks of our 4-week Financial Detox. You can also head over to watch the podcast on my YouTube Channel here - https://www.youtube.com/user/evogirl007 I wou...
EP86- Financial Detox Week 3: Looking at the bigger picture
September 23, 2022 11:00 - 14 minutes - 13.3 MBThis week is about looking at the bigger picture. For a lot of people at the moment, it might just be a case of living from week to week and getting by, trying to pay the bills and put food on the table but there is also a need to consider planning for the future goals. We want to put some money aside for our future goals and general expenses. Feel free to join my Facebook Community and watch out for the final week of our financial Detox. You will also find inside all replays from th...
EP85- Financial Detox Week 2: Essential Outgoings
September 16, 2022 11:00 - 39 minutes - 73.8 MBIn Week 2, I will share more about budgeting and fixed outgoings which I call essential outgoings. Knowing what your outgoings are helps you to understand what you can pay yourself. So if you haven't got a spreadsheet and you want a budget planner, just email me “budget planner, please” at [email protected]. Want to come and join us for week 3 of our Financial Detox? Join our community Money Mastery Collective https://www.facebook.com/groups/womensmoneymastery Check out...
EP84 - Financial Detox Week 1: Needs, Wants and Purpose
September 12, 2022 11:00 - 39 minutes - 73.8 MBFinancial Detox Week 1, I will discuss our money mindset and how we can pick up on how things are affecting us. I will talk about some psychology and the things that I do around to keep my mindset healthy. And I will talk about needs, wants and purpose, and how we can start to look up a few tools to help us get into a rhythm. If you’re ready for the Financial detox, give me a #upforit in the comments and reviews. And if you have not joined our private FB Group where Financial Detox is ...
EP83- How to be smart with your finances
September 02, 2022 11:00 - 27 minutes - 51.3 MBBe more careful in managing your finances. Look at what it looks like when you start investing, and when you start putting that money aside, you start to get a feel for it. When you can start to understand how much you need to put aside to retire to have a better lifestyle, you then start to adjust how you're spending and you start to prioritize your money monthly on a different basis. Listen to the full podcast here: https://rebeccarobertson.co.uk/podcast/ Checkout My VIP Rewards here: ...
EP82- If I could start over
August 26, 2022 11:00 - 16 minutes - 30.7 MBIn September, I will be celebrating my 11 years anniversary of being in the business. And in today’s episode, I talked about what I would do if I could start over. I shared what I've learned, where I've got and how I've got to be where I am today. If you want to join my Alliance Collective Taster Day on 1st September where I will be discussing how I run the Alliance Collective, a women’s networking group, what we do, how we do it and who it is for. Sign up below to secure your seat. ht...
EP81- Your network is your net worth
August 19, 2022 11:00 - 15 minutes - 49.9 MBIn this episode today, we are going to talk about how you create the right network for you and your business. I will also give you some of my book recommendations and a bit about my local network group called Alliance Collective. If you’re interested to know more about Alliance Collective, you can check out and book a free 10 minute call if this membership is the right fit for you. https://wealthstrategist.kartra.com/page/alliancecollective
EP80- Cost of living crisis
August 12, 2022 11:00 - 34 minutes - 63.9 MBI talked about the cost of living crisis because I believe that it’s important to pass information on to other people. So even if you think the cost of living is not affecting you now, you might be worried about it in the future. I shared some few basic tips and strategies for you to get by considering the challenge brought about today’s cost of living, Websites you can visit for help: Debt advice: www.stepchange.org/ Government backed website which is linked to pension wise: www.m...
Ep79 -Special offer for my podcast listeners
August 05, 2022 11:00 - 14 minutes - 26.1 MBToday, we are having a special episode because it is my birthday week. And it's actually the podcast's second anniversary. So, since it is my birthday week, I've been offering my book 10 ways to accelerate your wealth for free with just postage and packaging, which is £4.50 for a few days now. And it will be offered free until 5th of August. Plus! Get the chance to win your free copy of my Amazon best-seller, Wealth Accelerator Planner. All you have to do is to leave a review of my podcast,...
EP78- Female Financial Independence Series: Coming Back To Me
July 29, 2022 11:00 - 45 minutes - 84.1 MBIn today’s episode, we’re gonna be talking about coming back to me. It’s all about coming back and finding yourself and how all that links back to money and wealth. I am joined by Star Monroe who is certified psychotherapist, eating psychology coach, relationship coach, sex, love & dating coach, somatic bodyworker, dominatrix and retired showgirl. She's gonna be sharing a little bit about her journey and so much more to get you thinking about what things you could be putting in place and...