WealthTalk - money, wealth and personal finance.

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!

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

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!

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!

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!

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! 

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!

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!

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!

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!