WealthTalk - money, wealth and personal finance.

Kevin Whelan and Christian Rodwell
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Mar 6, 2024 • 31min

Head 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!
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Feb 28, 2024 • 32min

Making 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. 
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Feb 21, 2024 • 42min

The 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!
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Feb 14, 2024 • 50min

How 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!
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Feb 7, 2024 • 38min

Make 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!
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Jan 31, 2024 • 39min

Make 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!
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Jan 24, 2024 • 24min

WealthBuilders 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!
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Jan 17, 2024 • 35min

Brand 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!
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Jan 10, 2024 • 42min

7 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!
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Dec 20, 2023 • 45min

WealthBuilders 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!

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