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WealthTalk - money, wealth and personal finance.

WealthTalk - money, wealth and personal finance.

321 episodes — Page 2 of 7

Ep 272How To Create Multiple Income Streams And Break Free From The Time-For-Money Trap

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

Jan 29, 202541 min

Ep 2717 Steps To Financial Success in 2025

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>> Become a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Dec 18, 202433 min

Ep 270The Biggest Mistakes New Property Investors Make...And How To Avoid Them!

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

Dec 11, 202411 min

Ep 269Investing with Purpose: How To Make Money AND Change The World w/ Eva-Maria Dimitriadis

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

Dec 4, 202444 min

Ep 268Property Saved My Life w/ Susannah Cole

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

Nov 27, 20241h 2m

Ep 267Residential & Commercial Property - Post-budget Q&A w/ Kevin Whelan

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

Nov 20, 202432 min

Ep 266Pensions and Inheritance Tax - Post-budget Q&A w/ Kevin Whelan

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

Nov 13, 202423 min

Ep 265The 2024 Budget Breakdown – WealthBuilders Guide Ready for Download!

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

Nov 6, 20249 min

Ep 264Four Property Investing Strategies Working Right Now w/ Guillaume Black, CEO of Property Filter

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

Oct 30, 202458 min

Ep 263How to Maximise Returns When Selling Property at Auction w/ Ruban Selvanayagam

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

Oct 23, 202421 min

Ep 262How To Buy 100 Properties At A 25% Discount In The Next 18 Months w/ Aran Curry

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

Oct 16, 202456 min

Ep 261Britain's First Electric Motorcycle Manufacturer w/ Seb Inglis-Jones, CEO of Maeving

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

Oct 9, 20241h 1m

Ep 260How to Build a Business That Others Want to Buy w/ James Vincent, ActionCOACH

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>> WT145: 'Brad Sugars, Founder of ActionCoach, talks wealth & business'>> WT257: 'The Young Entrepreneur Smart Start Program w/ Denise Pitot'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 WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Oct 2, 202457 min

Ep 259Head 2 Head: Nick James, CEO of Expert Empires

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

Sep 25, 202447 min

Ep 258SIRE [Secure Income Real Estate] w/ Sam Faulkner

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

Sep 18, 202451 min

Ep 257The Young Entrepreneur Smart Start Program w/ Denise Pitot

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

Sep 11, 202437 min

Ep 256Which Of These 4 Investor Types Are You?

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

Sep 4, 202433 min

Ep 255Property 118TV Interview with WealthBuilders Founder, Kevin Whelan

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

Aug 14, 202432 min

Ep 254The Importance Of Regulation In Property Sourcing w/ Tina Walsh

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

Aug 7, 202441 min

Ep 253Understanding the Legal Side of Auctions w/ Julie Condliffe

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

Jul 31, 202440 min

Ep 252How To Buy Businesses Without Using Cash Upfront w/ Jeremy Harbour

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

Jul 24, 202444 min

Ep 251The 7 S's of Business Success: From Seed to Scale [Part 3]

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

Jul 17, 202429 min

Ep 250Celebrating 250 Episodes of WealthTalk! Giveaways And Special Offer For New Members

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:>> How To Win The PrizesNext Steps On Your Wealth Building Journey:>> Join the WealthBuilders Facebook Community>> Become a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Jul 10, 202443 min

Ep 249How to Maximise Returns When Buying Property at Auction w/ Ruban Selvanayagam

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

Jul 3, 202445 min

Ep 248Member Spotlight: Achieving Financial Security w/ Steve & Marie Khela

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

Jun 26, 202441 min

Ep 247The 7 S's of Business Success: From Seed to Scale [Part 2]

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

Jun 19, 202442 min

Ep 246Simon Zutshi's Youth Financial Awareness Event

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

Jun 12, 202429 min

Ep 245Challenges Faced By Business Owners In Wealth Creation

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

Jun 5, 202436 min

Ep 244The 7 S's of Business Success: From Seed to Scale [Part 1]

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

May 29, 202434 min

Ep 243The Benefits of Playing Cashflow 101 Board Game by Robert Kiyosaki, Author of ‘Rich Dad Poor Dad’

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 individuals 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 OnlineNext Steps On Your Wealth Building Journey:>> Join the WealthBuilders Facebook Community>> Become a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!

May 22, 202423 min

Ep 2426 Simple Ways to Find High-Yielding Commercial Property Investments w/ Kirsty Darkins

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!

May 15, 202445 min

Ep 241What Is A SSAS Pension?

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!

May 8, 202448 min

Ep 240What's Your Investing DNA?

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!

May 1, 202444 min

Ep 239Advisors - Do You Need One, Or Can You Manage Your Money Better? w/ Manish Kataria

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

Apr 24, 202422 min

Ep 2387 Assets To Generate Future Income

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

Apr 17, 202433 min

Ep 237Head 2 Head w/ Louise Hill, Co-Founder & CEO of GoHenry

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

Apr 10, 20241h 2m

Ep 236SSAS Property Investor Award Winners w/ Kate & Toby Spanier

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:>> Join the WealthBuilders Facebook Community>> Become a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Apr 3, 20241h 3m

Ep 235Embracing Network Marketing To Build A Recurring Income, w/ Lisa Hunt

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

Mar 27, 202447 min

Ep 234How Fees Drain Your Financial Future w/ Manish Kataria

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 [email protected] 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!

Mar 20, 202446 min

Ep 233Head 2 Head w/ Simon Zutshi [Part 2]

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

Mar 13, 202435 min

Ep 233Head 2 Head w/ Simon Zutshi

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

Mar 6, 202431 min

Ep 232Making Your Passion Pay: Member Success Story - Neil Moggan

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.

Feb 28, 202432 min

Ep 231The Business Toolkit In One Card

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

Feb 21, 202442 min

Ep 230How To Achieve More In The Same Amount Of Time w/ Terry Blackburn

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!

Feb 14, 202449 min

Ep 229Make Money While You Sleep, Or Work Until You Die [Part 2]

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!

Feb 7, 202437 min

Ep 228Make Money While You Sleep, Or Work Until You Die [Part 1]

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!

Jan 31, 202439 min

Ep 227WealthBuilders New Membership Launch

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!

Jan 24, 202423 min

Ep 226Brand New! Wheel Of Wealth

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!

Jan 17, 202435 min

Ep 2257 Top Tips To Turbo Charge Your Wealth In 2024

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!

Jan 10, 202442 min

Ep 224WealthBuilders for Families: John Lamerton

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

Dec 20, 202345 min