Does divorce need to be soul-destroying? - Ep. 133
Accelerating Your Wealth
Does divorce need to be soul-destroying? - Ep. 133 In this episode, Rebecca Robertson sits down with divorce coach, Liz Harrington, to talk honestly about the realities of divorce, trauma and how to protect your well-being and finances through the process. Here's what you'll learn: The difference between divorce conflict and divorce trauma, and how both can impact your mental health Signs of abuse and trauma during a breakup, and how to recognise your own patterns and triggers Why getting organized, informed and empowered is crucial for a fair financial settlement Strategies for...
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Ask Becky Anything: Pensions, Property and Making Your Savings Work Harder - Ep. 132
Accelerating Your Wealth
Ask Becky Anything: Pensions, Property and Making Your Savings Work Harder - Ep. 132 Get straight answers to your finance questions in this episode of the Accelerating Your Wealth Podcast - Ask Becky Anything! Host Rebecca Robertson break down real dilemmas about pensions, savings and investing. This week, Rebecca is looking at: Why business owners shouldn't rely solely on their business as their pension The pros and cons of using property as a retirement plan How to get started investing, even if you find conflicting advice Tips for making your savings work harder, including...
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Is an IFA really worth it? - Ep. 131
Accelerating Your Wealth
Is an IFA really worth it? - Ep. 131. In this episode of the Accelerating Your Wealth Podcast, host Rebecca Robertson, sits down with Lesley Leggett to talk through the real-life financial journey that can follow divorce, property management and planning for retirement. Packed with practical advice and personal insights, this down-to-earth discussion explores the ups, downs and lessons learned along the way. This episode you will learn: Navigating financial decisions after divorce and the importance of safeguarding your interests The realities of managing property portfolios and...
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How to create meaningful financial success by the time you’re 50 - Ep. 130
Accelerating Your Wealth
How to create meaningful financial success by the time you’re 50 - Ep. 130. Discover how Amy Rowlinson built a property portfolio that allowed her husband to retire at 48 whilst creating meaningful financial success for their family. This episode of Accelerating Your Wealth is brought to you by Rebecca Robertson and sponsored by https://www.evolutionfinancialplanning.co.uk . In this inspiring episode of Accelerating Your Wealth, I sit down with Amy Rowlinson who shares her remarkable journey to financial independence. After recognising her husband's exhaustion working in the city, Amy made a...
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Ep 129- 3 ways to increase your visibility strategy
Accelerating Your Wealth
I'm thrilled to be talking to Pamela of Worsley Creative. Pamela is an incredible digital marketer, and in this episode, we dive into three ways to boost your visibility strategy. Pamela has a remarkable talent for distilling complex information about your business into actionable insights. She's passionate about making a difference and ensuring that businesses don't waste resources on unnecessary strategies. I've personally worked with her across various aspects of my business, from branding to SEO, and can confidently recommend her expertise. With over 55 five-star Google reviews and...
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Ep 128 - Introducing Our New Female Financial Website
Accelerating Your Wealth
In this episode of my podcast, I'm thrilled to share my excitement about our brand-new website launch. Unlike traditional financial platforms, our website prioritises comprehensive financial planning over product promotion. I'm particularly proud of the diverse resources we offer, from quizzes to guides, all designed to assist our clients in finding tailored solutions to their financial needs. Our commitment to financial planning aligns perfectly with our core values, and you'll find a wealth of informative content on our website, including blogs and vlogs. We've made sure that clients have...
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Ep 127 - Early Twenties - Where to start?
Accelerating Your Wealth
In this episode of our podcast, we delve into the world of financial planning and goal setting, featuring Lily and Zach as they explore their career aspirations in industrial design engineering and mechanical engineering, respectively. They kick off the meeting by discussing their long-term financial goals, focusing on starting salaries, student loan repayment thresholds, and strategies for achieving financial stability. As the youngest guests I have had on the show to date, Lily and Zach delve into setting clear financial goals and the significance of early savings for long-term security....
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Ep 126 - Women in business are in trouble
Accelerating Your Wealth
In this episode, I stress the importance of prioritising pension contributions early on to secure your financial future as a woman with a business. I highlight the power of starting to save early and leveraging compound interest in investments over time, urging you not to delay contributions despite business or personal expenses. I offer practical steps for adjusting your finances towards pension savings, including reducing costs by 10% while increasing sales for financial stability. Advocating for sustainable strategies tailored to your individual business context, focusing on your...
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EP 125 - Divorce- Is there light?
Accelerating Your Wealth
In this episode I am joined by our guests Laura, Jennie, and Emma who share their personal journeys through divorce, offering invaluable insights and practical advice for navigating this challenging life transition. Laura emphasizes the importance of understanding love languages, while Jennie highlights the significance of fair financial settlements post-divorce. Emma, known as the "divorce alchemist," provides expert guidance on navigating high-conflict divorces with resilience and grace. Our conversations cover topics such as financial preparation, recognizing signs of abuse, and...
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Ep 124 - The Budget and End Of Tax Year
Accelerating Your Wealth
In this podcast episode, I delve into the significant shifts in the budget and the impending end of the tax year. I'm highlighting various adjustments, like the reductions in national insurance rates, modifications in child benefit thresholds, and cuts in capital gains tax. I also touch upon the ramifications of VAT threshold increases and non-domicile rules, underlining how crucial it is for our clients to stay informed and updated with their financial planning as the tax year draws to a close. Moreover, I mention the availability of carry-forward allowances for pension contributions,...
info_outlineRebecca Robertson engages in an insightful conversation with guest Jennie, an expert in will writing and estate planning. They delve into the intricacies of wills, trusts, and the importance of thorough estate planning. Throughout the discussion, they touch on various key points that shed light on the significance of these legal documents and the potential challenges that can arise.
From the role of professional organizations like the Society of Real Writers and the importance of continuing professional development (CPD) in the field. They highlight how being part of such networks allows individuals to share cases and seek advice on optimal strategies for specific scenarios.
Careful consideration when it comes to trust work, as it involves intricate legalities. They discuss the complexities involved and caution against hasty decisions without expert guidance. Trusts can be beneficial for individuals with large estates, but it is crucial to approach them with caution and seek professional advice.
Guardianship and funeral wishes emerge as two critical aspects of estate planning. The conversation touches upon the significance of designating guardians for children in a will, ensuring their well-being and future. They also stress the importance of clearly expressing funeral wishes to avoid family disputes and provide guidance for the executor.
Jennie highlights the value of creating a letter of wishes, a document that offers additional guidance to the executor and trusted individuals involved in executing the will. This document helps convey personal preferences and provides clarity on various aspects of the distribution of assets and execution of wishes.
Whether you are seeking guidance on guardianship, funeral wishes, or understanding the intricacies of trust work, this episode provides a wealth of information that will help you navigate the process with confidence and make informed decisions for the future.