WealthTalk - money, wealth and personal finance.

Kevin Whelan and Christian Rodwell
undefined
Oct 25, 2023 • 37min

WealthBuilders for Families: Suzi Carter

In this episode of WealthTalk, we have the pleasure of hosting experienced investor, Suzi Carter. Suzi shares her invaluable insights on strategies and techniques that empower families to create a lasting legacy of prosperity and financial well-being.During this engaging episode, Suzi emphasises the importance of imparting financial knowledge to family members, equipping them with the skills to make informed decisions and secure their financial future.We delve into the intricacies of estate planning, including wills, trusts, and other essential tools for passing down assets while minimising tax burdens.Ready to take the reins of your family's financial future? Suzi also shares pearls of wisdom on smart investment strategies and effective wealth management techniques that are essential for growing and safeguarding your family's wealth. Resources In This Episode:>> Suzi Carter [Website]>> Suzi Carter [LinkedIn]>> Networking & Cashflow 101 London>> WT56: The Commercial Property Market Post Covid19 with Suzi Carter>> Secrets of the Millionaire Mind: Think Rich to Get Rich! [Amazon]>> The Entitlement Trap: How to Rescue Your Child with a New Family System of Choosing, Earning, and Ownership [Amazon] Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
undefined
Oct 18, 2023 • 36min

WealthBuilders for Families: Chris Henry

Join us as we engage in an enlightening conversation with Chris Henry about the strategies, tools, and insights that families can utilise to enhance their financial well-being and secure a prosperous future. During the episode, Chris shares his extensive knowledge and practical advice on a range of topics, including smart investment strategies, estate planning, and creating financial legacies that benefit not only today's generation but those to come.  Tune in as we explore the importance of setting financial goals, aligning investments with your family's values, and navigating the complexities of estate planning. This episode is a must-listen for families who aspire to achieve lasting financial success, safeguard their loved ones' futures, and create a legacy that endures through the generations. Resources In This Episode:>> Chris Henry [LinkedIn]>> Dr. John Demartini: The Values Factor: The Secret to Creating an Inspired and Fulfilling Life [Amazon]>> WT113: What If You Can't Find Your 'Why'?>> WT207: WealthBuilders for Families: Mark Stokes Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
undefined
Oct 11, 2023 • 43min

Turning Pocket Money Into Financial Wisdom w/ Will Rainey

In the latest WealthTalk episode, we're joined by the Founder of Blue Tree Savings and author of ‘Grandpa’s Fortune Fables’, Will Rainey, to explore a crucial topic for parents and grandparents; turning pocket money into lifelong financial wisdom. Join us as we dive deep into a conversation with Will Rainey to understand the transformative power of teaching financial literacy to children, teenagers and young adults.  In a world where money management skills are essential, Will shares his wealth of experience and knowledge on how to instil great financial habits in the next generation. In the episode, Will discusses the importance of early financial education, offering real-world examples and success stories that showcase the remarkable impact it can have on a child's future financial well-being.  From savings goals and smart spending to investments and the power of compounding, you'll gain valuable insights into how to empower your children, teenagers and young adults with the skills they need to navigate the financial landscape with confidence. Resources In This Episode:Will Rainey [LinkedIn]Blue Tree Savings [Website]Grandpa's Fortune Fables [Amazon] Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
undefined
Oct 4, 2023 • 31min

Take A Look Inside Our New Families Membership!

Families membership is LIVE! In the latest WealthTalk episode, we take a sneak peek into the WealthBuilders for Families membership to explore what makes this such a unique and invaluable membership for parents, grandparents and relatives looking to ensure their children, teenagers and young adults, are equipped with the knowledge and confidence to deal with the financial challenges and opportunities ahead. Discover how the Families membership provides you with access to a wealth of resources, expert guidance, and a supportive community.  The WealthBuilders for Families Founder Members offer is available until midnight Monday 9th October. By signing up, you lock in a unique discount and bonus content for the lifetime of your membership! Resources In This Episode:>> Founder Members Launch [Limited Time Offer]>> Manchester Meetup Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
undefined
Sep 27, 2023 • 54min

Raising Financially Responsible Children w/ Joanna Martin

In this episode of WealthTalk, we delve into the critical topic of raising financially responsible children with our special guest, Joanna Martin, Founder of One of Many. Join us as we explore the essential skills and strategies parents can employ to instil financial literacy and responsibility in their kids.  Joanna explains the importance of laying a strong financial foundation for children and why it's never too early to start teaching them about money with age-appropriate financial education and lessons that help your children grasp essential financial concepts, from saving and budgeting to understanding the value of money.  She shares insights on teaching children to set and work towards long-term financial goals, including saving for college and future financial independence and we delve into the impact of technology on children's financial education and how to navigate the digital age when teaching financial responsibility.  In the episode, we discuss the vital role parents play in modelling good financial behaviour and share practical tips for creating a financially responsible environment at home. Join us in this insightful conversation as we empower parents to equip their children with the skills and knowledge needed to make informed and responsible financial decisions throughout their lives. Tune in now to learn how to raise financially responsible children with confidence. Resources In This Episode:>> Register for Families Launch Webinar>> Joanna Martin [LinkedIn]>> Joanna Martin [Website]>> WT54: Dr. Joanna Martin - Intellectual Property and Business  Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
undefined
Sep 20, 2023 • 44min

Member Spotlight: Andreas Loizou

In this captivating episode, we sit down with one of our Founding WealthBuilders Members, Andreas Loizou, to explore his remarkable title-splitting property deal.  Andreas shares the intricacies of how he discovered and navigated this deal, shedding light on his invaluable learning experiences after going through multiple challenges. Andreas credits his Wealth Coach, Manish Kataria, and the WealthBuilders community for playing pivotal roles during this project, highlighting the guidance and camaraderie that have been instrumental in his success. This episode is a must-listen for anyone seeking inspiration, practical property advice, and a deeper understanding of the profound impact a supportive community and mentorship can have on your financial journey.  Resources In This Episode:>> Andreas Loizou [LinkedIn]>> WT144: Member Spotlight: Andreas Loizou>> Register for Families launch webinar Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
undefined
Sep 13, 2023 • 24min

Join Our Families Launch!

As they don’t teach financial literacy at schools, colleges or the workplace, we believe it is vital for parents to be the best money role models they can be.   At WealthBuilders, we’re on a mission to help parents and grandparents ensure their children, teenagers and young adults, are equipped with the knowledge and confidence to deal with the financial challenges and opportunities ahead.  We want to help nurture a financially wise generation, ensuring wealth isn't just consumed but grown and passed down. This is why we have created the following 7 principles.  Listen now to find out how you can be part of this truly life-changing community as a founding member. Resources In This Episode:>> Register for Families launch webinar Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
undefined
Sep 6, 2023 • 32min

Member Spotlight: Glyn Wilkinson

In this captivating episode of WealthTalk, we shine a spotlight on one of our founding WealthBuilders members, Glyn Wilkinson. Join us as we delve deep into Glyn's inspiring journey within the WealthBuilders, where financial transformation and empowerment are at the forefront. Having been one of the 100 founding WealthBuilders members when he joined in 2019, Glyn Wilkinson, shares his invaluable experiences, the challenges he’s had to overcome and his success stories since joining the programme.  Listen in as he discusses how WealthBuilders has empowered him to take control of his financial future, make informed investment decisions, and build a path towards financial independence. Whether you're a seasoned investor or just starting your wealth-building journey, this episode offers valuable insights and motivation to help you achieve your financial goals. Resources In This Episode:>> Glyn Wilkinson [LinkedIn]>> WT018: SSAS Pensions [The Director’s Pension]>> WT163: From Zero To £20k A Month w/ Heather Smail Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
undefined
Aug 30, 2023 • 48min

Simon Zutshi: Can You Still Make Money From Property?

In this episode, we dive deep into the dynamic world of property investment with property entrepreneur, author, investor and mentor, Simon Zutshi.  Join us as we explore the ever-evolving landscape of property and answer the burning question on every investor's mind: "Can you still make money from property?" With years of experience and a keen eye for market trends, Simon Zutshi guides us through the intricate pathways of property investment. Simon unpacks the strategies and mindsets that can lead to profitable ventures, even in uncertain times. Tune in as we unravel the secrets to success in property investment and gain valuable insights from an industry expert. Discover how to identify opportunities in the ever-changing property market, leverage creative financing techniques, and harness the power of networking. Whether you're a seasoned investor or just stepping into the realm of property, If you're curious about the potential of property investment in today's world, this episode is a must-listen. Resources In This Episode:>> Simon Zutshi [LinkedIn]>> Simon Zutshi [Website]>> Lease Options Magic [Simon’s Brand New Book]>> FREE pin Meeting Ticket. Voucher Code: WealthBuilders 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!
undefined
Aug 23, 2023 • 52min

WealthBuilders for Families: Mark Stokes

Join us as we sit down with business owner, property investor and developer, author, husband and father, Mark Stokes.  Mark left his successful corporate career to build a portfolio of multi-generational assets from property through to business ownership and investment, achieving financial independence in his mid-forties. In the episode, Mark delves into the importance of education, communication, and aligning family values with financial goals. This episode equips you with the tools to embark on your own journey of building and maintaining wealth that stands the test of time. If you're looking to secure your family's financial future and navigate the complexities of generational wealth, this episode is a must-listen. Resources In This Episode:>> Mark Stokes [LinkedIn]>> EquaAcademy [Website]>> Advice To Your Younger Self: A unique collaboration of reflections, lessons and advice, inspiring you to fulfil your unlimited potential>> Join the Waitlist – WealthBuilders for Families Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app