Accelerating Your Wealth

Welcome to the 'Accelerating Your Wealth' podcast, a straight-talking, motivational and informative podcast designed to keep you up to date on all things to do with your money and crafting the financial future of your dreams. It is a show designed to support real change for women and to accelerate their wealth. Your host, Rebecca Robertson, is a female independent financial adviser and wealth coach who is here to help you navigate your financial life. Want to find the perfect mix of past episodes for you? Take our quiz to get your perfect playlist to help you on your wealth journey: https://rebecca-jpk9bhtb.scoreapp.com/ As women, it can be a struggle to fit everything in! We know money's important, but where's the time!? This podcast is here to help. We get straight to the point. Talking openly, honestly and giving you some tips on how to help you with your money matters. As a busy mum, businesswoman and wife, Rebecca brings her own experience and truths to this podcast. Helping women master their finances one step at a time (and having a little fun along the way!). I believe that wealth should be for everyone, not just the ultra-wealthy! Join me on this journey of learning how to detach our money emotions and start to gain a wealth of knowledge and understanding on how to become financially secure and independent. Want to learn more about Rebecca and the podcast? Visit: https://rebeccarobertson.co.uk/podcast/

Money, Marriage & Motherhood: How Not to Get Financially F*cked Over | Liz Harrington | Ep 170 10/16/2026

Money, Marriage & Motherhood: How Not to Get Financially F*cked Over | Liz Harrington | Ep 170 What changes financially when relationships get serious, children arrive and one person starts carrying more of the long-term cost? This week Rebecca is joined by Liz Harrington, founder of Family Flow: The Divorce Collective and author of Money, Marriage & Motherhood: How NOT To Get F*cked Over. They talk about the money conversations couples often avoid, why financial independence matters before and during a relationship, and how choices around marriage, children, work and childcare can shape a woman's finances for years. They explore cohabitation and the lack of protection many unmarried couples assume they have, how prenups can be used as a practical conversation rather than a threat, the long-term financial impact of stepping back from work, and why unpaid caring responsibilities still matter when pensions and assets are divided later. In The Weekly Edit, Rebecca also shares her own frightening experience of attempted bank fraud, looks at why money is making some younger men hesitant about marriage, and discusses why a 50-50 split in divorce does not always create an equal financial future. In this episode: ● Why financial independence matters before marriage, motherhood and major relationship decisions ● Cohabitation, the protection unmarried couples may not have and why agreements matter ● How to approach prenups as a shared financial conversation rather than planning for failure ● Why avoiding conversations about money can store up much bigger problems later ● The career, pension and earning impact of motherhood, childcare and stepping back from work ● Why the contribution of a stay-at-home or lower-earning partner still has financial value ● The financial red flags Liz sees repeatedly, including control around money Chapters: 00:00 The Weekly Edit 10:02 Money, Marriage & Motherhood with Liz Harrington 16:59 Why Liz wrote the book and the conversations she wants couples to have 18:35 Cohabitation, legal protection and financial independence 22:31 Prenups and the money conversations couples avoid 31:26 Why money problems and control can push relationships towards divorce 35:20 Motherhood, career breaks and the financial penalty 44:28 Childcare, flexible work and the long-term cost of stepping back 53:16 Financial independence, relationships and knowing when to walk away 01:00:07 Pensions, divorce and the value of unpaid care 01:03:59 Financial red flags, coercive control and money 01:07:38 Money, Marriage & Motherhood: the waitlist and final advice Divorce Without Financial Regret webinar: Get The Edit: Rebecca’s weekly newsletter Watch and listen: YouTube: Spotify: Apple: Liz Harrington: Liz Harrington helps women avoid getting financially f*cked over by love, and for those who already have, she helps them rebuild. Over fourteen years, Liz has coached hundreds of women through financial trauma, often after relationship and marriage breakdown. As Founder of Family Flow: The Divorce Collective, she has seen firsthand what happens when couples never have the deeper conversations about money, and how much life changes over time, especially once kids arrive. Her book, Money, Marriage & Motherhood: How NOT To Get F*cked Over, brings those conversations forward to help women and couples build safety, independence and a fairer, more trusting partnership before resentment sets in and before life makes decisions neither person chose. It is not about doom and it is not anti-men. It is about teamwork, honesty and never starting from zero. Join the Money, Marriage & Motherhood waitlist: Website: Facebook: Instagram: TikTok: LinkedIn: ---------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: Instagram: & LinkedIn: Facebook: Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/43259848

The Cost of Silence: Why Couples Need to Talk About Money | Ep 169 10/09/2026

The Cost of Silence: Why Couples Need to Talk About Money | Ep 169 Why can money be one of the hardest things to talk about with the person you share your life with? This week Rebecca looks at the cost of staying silent about money in relationships, from hidden debt and secret spending to unequal household costs, conflicting money values and the resentment that can build when couples avoid difficult conversations. She explores why our upbringing can shape the way we think and talk about money, how financial control can become a warning sign in a relationship, and how to approach a difficult conversation without turning it into an accusation or argument. Rebecca also shares the five money conversations every couple should be having: what financial security means to each of you, how household costs are divided, your shared goals, whether you are adequately protected and how changing life stages can affect both partners financially. In this episode: ● Why couples can find money harder to talk about than other personal subjects ● How upbringing, values and previous experiences shape the way we approach money ● Hidden debt, secret spending and the idea of financial infidelity ● Financial control, coercion and why some money conversations need to be approached carefully ● How to start a difficult money conversation without blame or accusation ● Why 50-50 is not always the fairest way to divide household costs ● The five money conversations couples should be having regularly Chapters: 00:00 The Weekly Edit 06:56 The Cost of Silence: Why Couples Need to Talk About Money 11:40 Why money is still a taboo subject 16:25 Financial infidelity, hidden debt and secret spending 21:10 How to start difficult money conversations 25:45 Splitting household costs fairly 29:35 Shared goals, protection and financial security 32:45 The cost of staying silent Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK Watch and listen: YouTube: Spotify: Apple: Divorce Without Financial Regret webinar: Get The Edit: Rebecca’s weekly newsletter ---------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: Instagram: & LinkedIn: Facebook : Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/43205328

How ADHD Can Mess With Your Money: Impulse Spending, Admin & the ADHD Tax | Ep 168 10/02/2026

How ADHD Can Mess With Your Money: Impulse Spending, Admin & the ADHD Tax | Ep 168 Does money admin disappear from your brain the moment it is out of sight? Do you put off opening an email, forget a renewal or buy something for the quick dopamine hit and wonder later why you wanted it? This week Rebecca is joined by Katie Mansey for a practical conversation about the ways ADHD and other neurodivergent traits can affect money, from impulse spending and avoiding financial admin to working memory, shame and the hidden costs of forgetfulness. Rebecca and Katie share examples from their own lives, including missed insurance admin, piles of paperwork, online shopping baskets and the systems they use to make things easier. They also look at how neurodiversity can affect confidence at work, asking for pay rises or charging appropriate fees. The conversation finishes with simple ways to work with your brain rather than against it: automating what you can, making money visible, using separate pots, scheduling a regular money date and getting support when you need it. In this episode: ● How ADHD, dyslexia and autism can affect working memory, routines and financial admin ● The “ADHD tax”: missed renewals, forgotten subscriptions, late payments and other hidden costs ● Why shame, overwhelm and avoidance can make money tasks harder to deal with ● Impulse spending, dopamine and using a cooling-off period before buying ● How neurodiversity can affect confidence at work, pay rises and what you charge ● Practical ways to automate money, use separate pots and make finances more visible ● Money dates, accountability, body doubling and other ways to build support around you Chapters: 00:00 The Weekly Edit: budget speculation, CGT, savings and F.I.R.E (Financial Independence, Retire Early) 10:20 How ADHD can mess with your money 17:11 The ADHD tax, missed admin and financial shame 23:34 Impulse spending and the dopamine hit 32:17 Avoiding financial admin and putting things off 37:23 The hidden costs of forgetfulness 45:07 Undervaluing yourself at work 48:58 Hyperfocus on today instead of future-you 49:28 Automating your money and creating separate pots 52:42 Making money visible 56:52 Building a support team and using body doubling Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK Watch and listen: YouTube: https://www.youtube.com/@rebeccarobertsonifa Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147 ADHD and neurodivergent women: https://evolutionfinancialplanning.co.uk/financial-advice-for-neurodivergent-women/ Get The Edit: Rebecca’s weekly newsletter ---------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa & https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook :https://www.facebook.com/RebeccaRobertsonwealth www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/43071258

Resting Bitch Face: What Are You Missing Out On? Confidence, Money & First Impressions | Ep 167 09/25/2026

Resting Bitch Face: What Are You Missing Out On? Confidence, Money & First Impressions | Ep 167 Have you ever looked at someone on the school run and thought they looked a bit unfriendly, only to discover they were just as intimidated by you? This week Rebecca is joined by Katie Mansey, her client manager of eight or nine years and new regular co-host, for a conversation about first impressions, confidence, money and the people we surround ourselves with. It starts with the school run and the assumptions we make about other women. Rebecca talks about withdrawing when she feels uncomfortable, while Katie shares her experience of being bullied at school. They discuss how those feelings can follow us into adulthood, sometimes affecting whether we speak up, ask for a pay rise or put ourselves forward for an opportunity. They also get into recognising your own achievements, questioning the limits you put on yourself and the part other people can play in your success. And there is plenty of chat about asking for help, poo picking and the everyday things that take up more time than you realise. In this episode: · First impressions, resting bitch face and why we might misread one another · How experiences at school can affect confidence later in life · Why self-doubt can influence pay rises, promotions and other money decisions · What it means to recognise your own achievements and question your financial ceiling · How the people around you can affect the choices you make · Working in a way that makes the most of your strengths, and asking for help when you need it · Making time for what matters to you, from work to home and the horses Chapters: 00:00 Introducing Katie, Rebecca’s new co-host 04:03 Relationships, money and why your network matters 09:45 Resting bitch face, first impressions and the school run 13:20 How self-doubt affects confidence, careers and money 21:30 Financial ceilings and recognising your own success 26:00 Working smarter, building your team and asking for help 38:00 Freeing up time and headspace for what matters 42:20 The Weekly Edit, investing and generational wealth Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: Watch and listen: YouTube: Spotify: Apple: ---------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: Instagram: & LinkedIn: Facebook : Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/43005728

Why I’m Changing the Podcast: Money, Relationships and Showing Up as Yourself 09/18/2026

Why I’m Changing the Podcast: Money, Relationships and Showing Up as Yourself Sometimes showing up means doing it in your jim jams, with a cup of tea and a Highland cow mug. This episode of Accelerating Your Wealth is a little different. Rebecca is recording from home, without the London studio, the polished setup or everything looking perfect. And that is partly the point. After experimenting with a more produced version of the podcast, Rebecca talks about why the show is shifting again, what she has learned from the past year, and why she wants to bring more real-life conversations back into it. The theme for the next few months is relationships: our relationship with money, with ourselves, with our partners and with the people around us. In this episode: Why Accelerating Your Wealth is moving away from the polished studio format What Rebecca learned from trying to make the podcast look and feel more "professional" Why showing up imperfectly can sometimes be more useful than waiting until everything is right What the Summer Reset taught Rebecca about the conversations people engage with The new focus on relationships, money and the psychology behind both What is coming up around divorce, relationships and money later this year Why Rebecca is still working on her own money mindset after 26 years in financial services The financial "ceiling" we can place on ourselves without realising it Dreaming bigger, and working out what success actually looks like for you Why books, learning and Rebecca's own experiences will become a bigger part of the show A look back at the podcast, its back catalogue and some of the episodes listeners continue to return to Timestamps: 00:00 Welcome, the jim jams and what is changing 04:19 Showing up when everything isn't perfect 08:41 Why the London studio format stopped working 12:10 Bringing more of "Becky with a cup of tea" back to the podcast 15:46 Relationships, money and what's coming next 20:04 Divorce, books and working on your relationship with money 23:59 Money ceilings, dreaming bigger and defining success 27:54 What Rebecca is learning now and what's coming up on the show Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: Watch and listen: YouTube: Spotify: Apple: The podcast might look a little different from here, but the aim is the same: real conversations about money, the things that affect how we deal with it, and what we can learn along the way. And if Rebecca sometimes turns up in her jim jams with a cup of tea, that's part of it too. /episode/index/show/financialplanningforwomen/id/42938542

Breaking Money Taboos: The Conversations Women Need to Have 09/11/2026

Breaking Money Taboos: The Conversations Women Need to Have Name a powerful woman with money from your childhood. A role model from the films and stories you grew up with. The only one we could come up with was Cruella de Vil, a villain who wanted to turn puppies into a coat. Every other story gave us princesses waiting to be rescued. This is the final episode of our Summer Reset, the 6-part summer series where Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach. In this episode: Why money is still a taboo subject for so many women, and what the silence costs The other side of it: male pride, and the £5,000 credit card that never gets mentioned Where the "women are bad with money" story comes from, and how recent that history really is Money blocks: the beliefs running quietly in the background before you can question them The Cruella de Vil problem, and what happens when your only wealthy female role model is a villain What we honestly think when we see a woman who is visibly wealthy, and why the reaction isn't about her Women, inheritance and the wealth transfer ahead The questions to start asking yourself, beginning with "what would happen financially if..." Timestamps: 00:00 Cold open and welcome 00:59 Why is money still taboo for women? 01:37 Male pride and the debt nobody mentions 02:04 The history: how recently money wasn't ours 03:24 Money blocks and where they come from 04:17 Cruella de Vil and the role model problem 06:56 What we really think when we see a wealthy woman 08:36 Women, inheritance and the wealth transfer ahead 10:30 The questions to start asking yourself Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: Watch and listen: YouTube: Spotify: Apple: That's the Summer Reset complete. All 6 episodes are available now, and there's a back catalogue of over 100 episodes waiting whenever you need it. Thank you for spending your summer with us. /episode/index/show/financialplanningforwomen/id/42865750

Life Events That Shape Women's Wealth and How to Plan for Them - Summer Reset Series 09/04/2026

Life Events That Shape Women's Wealth and How to Plan for Them - Summer Reset Series Her husband was the main breadwinner. He walked out on the Friday. By Monday she was staring at the bank accounts thinking, what do I do now? That happened to a client the week this episode was recorded. This is episode 5 of our Summer Reset, the 6-part summer series where Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach. Career breaks, motherhood, divorce, caregiving, bereavement, menopause. These events are rarely in the plan, and they are often the very things that make the biggest dent in women's wealth. In this episode: The practical first steps when a relationship ends suddenly, starting with an account in your own name Why splitting bills 50/50 doesn't work when one partner earns considerably more What happens to maintenance when a child turns 18, and why so many mums aren't ready for it Motherhood, career breaks and how the wealth gap quietly compounds Why surplus income in the full-earning years buys you choices later Financial coercion: the red flags and where to find proper support The financial date night, and keeping money conversations regular rather than confrontational The £2,880 pension contribution for non-earners, topped up to £3,600 by tax relief Caring for elderly parents, wills, powers of attorney and the April 2027 inheritance tax changes Rebuilding afterwards, and the clients living on their own terms with a pension in their own name Timestamps: 00:00 Cold open and welcome 01:34 The life events that shape women's finances 02:47 When the breadwinner walks out: what to do first 04:08 Divorce, settlements and what 50/50 really means 05:31 Maintenance, and the cliff edge at 18 09:18 Motherhood, career breaks and the wealth gap 14:35 Using surplus income while you have it 17:17 Financial coercion and where to get help 17:39 The financial date night 20:06 The £2,880 pension rule for non-earners 21:40 Caring for parents, inheritance tax and powers of attorney 24:03 Rebuilding after divorce If anything in this episode resonates and you need support, Surviving Economic Abuse has excellent guidance: Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: Watch and listen: YouTube: Spotify: Apple: Next week is the final episode of the Summer Reset: breaking money taboos, the conversations women need to have. /episode/index/show/financialplanningforwomen/id/42729590

From Striving to Thriving: Turning Income into Long-Term Wealth 08/28/2026

From Striving to Thriving: Turning Income into Long-Term Wealth Rebecca's son gets a pound for every dojo point he earns at school. Last week he asked to buy one of his squishy dumpling toys, and she said yes, with your own money. His whole face changed. We adults are no different. When spending has no connection to anything real, we just keep spending. This is episode 4 of our Summer Reset, the 6-part summer series where Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach. In this episode: The 3-month bank statement audit, and why a highlighter is your best financial tool Subscription creep, including the 3 Netflix screens nobody in the house was using Teaching children the value of money, and why the same principle works on adults The Money Multiplier calculator: what your daily coffee actually costs over 5 years Why the people who got wealthier own assets, and how the rest of us are marketed into spending The signs you're ready to move from managing money to a proper wealth strategy Business owners: company pension contributions, relevant life cover and what happens if you can't work Income protection versus critical illness cover, and the claim that won't pay out Katie's cousin, widowed at 34, and the life policies that let her keep her home Your 12-month thriving plan: what to review, automate, stop and learn Timestamps: 00:00 Cold open and welcome 04:07 The bank statement audit and subscription creep 05:25 Dojo points, dumplings and teaching the value of money 06:47 The Money Multiplier: what your coffee really costs 10:33 How wealthy people play a different game 13:11 Signs you're ready for a wealth strategy 14:00 Business owners: pensions, protection and sick pay 14:39 Income protection vs critical illness cover 17:48 Katie's cousin and why protection matters 19:19 Your 12-month thriving plan Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: Watch and listen: YouTube: Spotify: Apple: New episodes of the Summer Reset drop every Friday through the summer. Next week: the life events that shape women's wealth and how to plan for them. /episode/index/show/financialplanningforwomen/id/42580660

Property, Protection and Power: The Foundations of Women's Wealth 08/21/2026

Property, Protection and Power: The Foundations of Women's Wealth "He always told her, you'll be sorted." Then he died. They weren't married, and there was no evidence he had ever added her to his pension. This is episode 3 of our Summer Reset, the 6-part summer series where Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol, Independent Financial Adviser and Money Coach. This one covers the places where women who feel financially fine are actually deeply vulnerable, and it ends with a practical checklist you can work through this week. In this episode: Why having all your wealth in property is riskier than it feels, and the client with three properties and no pension House prices rose about 200% in 25 years. What happens if the next 25 don't repeat it? Overpaying the mortgage versus investing, and how to actually decide The partner who was told "you'll be sorted", and why promises are not protection "It's all in my husband's name", and the client using his fingerprint to find out what they owned Why the default parent needs protecting too, and what it would cost to replace everything they do Life cover, income protection and critical illness: knowing what you actually have The financial housekeeping checklist, best done with a friend, cake and a glass of wine Timestamps: 00:00 Cold open and welcome 03:58 Is property still the safest bet? 07:26 House prices, landlords and the 200% question 12:26 Overpay the mortgage or invest? 13:27 All your eggs in the property basket 16:55 "It's all in his name" and the access problem 18:50 Protecting the default parent 20:51 Life cover, income protection and critical illness 23:09 The financial housekeeping checklist Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: Watch and listen: YouTube: Spotify: Apple: New episodes of the Summer Reset drop every Friday through the summer. Next week: from striving to thriving, turning income into long-term wealth. --------------------------------------------------------------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa & https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook :https://www.facebook.com/RebeccaRobertsonwealth www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/42504145

Why Women Earn and Save but Still Struggle to Build Wealth 08/14/2026

Why Women Earn and Save but Still Struggle to Build Wealth Two clients in the same week. One earned £25,000 a year, the other £120,000. By the end of every month, both had nothing left. This is episode 2 of our Summer Reset, the 6-part summer series with my Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach. This one unpacks the gap between earning money and building wealth: lifestyle inflation and where the pay rise really goes, the social media comparison trap, the play money principle that makes a plan actually stick, why so many women feel investing is like putting money on a roulette wheel, and the cash flow forecast that showed one client her money could last 5 or 6 years longer. Chapters: 00:00 Cold open and welcome 02:38 Where does all the money go? The £120,000 client 04:09 The comparison trap and social media 12:01 Play money and money coaching 15:57 Cash flow planning and tax-free allowances 17:18 The beliefs holding women back from investing 21:50 Busting the time myth and the pension birthday Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: Listen on your favourite platform: Spotify: Apple: New episodes of the Summer Reset drop every Friday through the summer. Next week: property, protection and power, the foundations of women's wealth. #AcceleratingYourWealth #WomenAndMoney #Investing #SummerReset #LifestyleInflation --------------------------------------------------------------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa & https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook :https://www.facebook.com/RebeccaRobertsonwealth www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/42377180

Building Wealth as a Woman: Where Should You Actually Start? 08/07/2026

Hesitation Is a Quiet Killer: The Five Keys to Being Heard | Alexandra Watson 08/03/2026

Hesitation Is a Quiet Killer: The Five Keys to Being Heard | Alexandra Watson Alexandra Watson shares her five keys to being heard at work, why hesitation reads as weakness, and the money conversation every couple should have before they need to. In Part 2 of this conversation on Accelerating Your Wealth, Rebecca Robertson and Alexandra Watson, founder of the Leadership School for Women, move from the inner game to the outer one. Alexandra shares the five keys she teaches for being heard: own your visibility, articulate with purpose, own your leadership brand, make quick decisions and differentiate yourself. There is a score yourself out of 10 exercise you can do in five minutes, and a warning about hesitation, which she calls a quiet killer because people read it as weakness even when it's just overthinking. The conversation also goes somewhere more personal. Alexandra lost her husband when their son was five, and because they'd had time to talk openly about their finances, everything was set and sorted when it mattered most. Her friend, widowed in similar circumstances, had a very different experience. It becomes a powerful case for financial literacy and for having the money conversation with your partner before you ever need it. We explore: · The five keys: visibility, articulation, your leadership brand, quick decisions and differentiation · Why hesitation reads as weakness, and what to do about it · The inner performer, and how to switch her on and off · Widowhood, financial literacy and the conversation every couple should have · Taking ownership of your career instead of waiting for permission Timestamps: 00:00 Cold open 00:28 Part 2 intro and recap 01:35 Chicken Soup for the Soul, mentors and finding her people 05:06 The happiness guru years on radio and TV 05:51 Everything is a performance: the inner performer 08:12 How women can be heard: the five keys 10:32 Shiny objects, and why speaking beats every trend 12:48 The TEDx take 14:29 Rebecca's story: closing a company, menopause and coming back 18:50 Find what lights you up 22:46 Widowhood and the money conversation 26:46 Becoming the breadwinner 30:20 Breadwinning women and the generational shift 32:16 Masculine and feminine energy at work 34:20 Final message: your career is your responsibility 35:27 How to connect with Alexandra Key Takeaways · Score yourself out of 10 against the five keys, then move one score up · Hesitation is a quiet killer, quick decisions signal confidence · Everything in front of people is a performance, and you can switch it off afterwards · Be financially literate and talk money with your partner before you have to · Your career is your responsibility, don't wait for permission Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: Instagram: & LinkedIn: Facebook: Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/42292935

Fear in Disguise: What Really Holds Women Back at Work - Alexandra Watson - Ep. 159 07/31/2026

Fear in Disguise: What Really Holds Women Back at Work - Alexandra Watson - Ep. 159 In Part 1 of this two-part conversation, I sit down with Alexandra Watson, founder of the Leadership School for Women. Alexandra has spent 30 years coaching women at the highest levels of business, from Olympic athletes to board directors, and she started her career working for Prince. We do get into that story. The heart of this episode is fear. Alexandra says fear is the thing that gets in the way of everything, and that the most dangerous version of it disguises itself as being rational, sensible and even-minded. She describes herself as her clients' fear's nemesis, and explains how she teaches women to hear the difference between the fear voice and their own. We also talk about people pleasing, and I share the story of how my own business started out built entirely around keeping everyone else happy. Alexandra reframes people pleasing as a symptom, with self-esteem as the cause, and makes the case that letting go of it is a duty, not a luxury, because it makes you a better leader. We finish on the bigger picture: burnout, senior women leaving in droves, the equality legislation coming in 2027, and a recruitment story that sums up the difference between men and women at work in one phone call. Key takeaways · Fear is clever, it disguises itself as sensible caution · People pleasing is a symptom, self-esteem is the cause · Letting go of people pleasing makes you a better leader · Failure is stopping, not falling short · Companies do better with women at the top and a firm pipeline behind them About Alexandra Watson Alexandra Watson is the founder of the Leadership School for Women. She has spent 30 years coaching women at the highest levels of business, from Olympic athletes to board directors, and is recognised as a leading voice on female leadership performance in the UK. Find her on LinkedIn or email . This is Part 1. Part 2, where Alexandra shares her five keys to being heard and we talk about the money conversation every couple should have, follows on Monday. If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast: Watch and listen here · YouTube: · Spotify: · Apple: /episode/index/show/financialplanningforwomen/id/42266330

LGBTQ+ Finances: The Hidden Challenges (And How to Take Back Control of Your Money) 07/24/2026

LGBTQ+ Finances: The Hidden Challenges (And How to Take Back Control of Your Money) In this solo episode I talk about LGBTQ+ finances, the hidden challenges that often go undiscussed, and how to take back control. I want to be honest up front that this is not my lived experience, I am happily married to my husband, but I have worked with many same sex couples over the years and there are real financial challenges here that I do not think get talked about enough. So much of it, I have found, comes down to the roles we take in a relationship rather than gender or orientation. I share a client who is the main breadwinner in a same sex couple and describes the very same push and pull I hear from anyone carrying that role. From there I look at the costs that can sit under the surface, thinner family safety nets, the price of living somewhere you feel safe, and the significant costs of IVF, adoption and surrogacy. I also cover why estate planning matters so much, especially for couples who are not married, and why building your own independence and safety net matters whatever your relationship looks like. The heart of it is simple, financial planning should reflect your life, not squeeze you into a template. Key Takeaways: · Often it is about the role you carry in the finances, not gender · Thinner safety nets and where you feel safe to live can add cost · IVF, adoption and surrogacy can be significant family planning costs · If you are not married, a will directs where your money goes · Keep building your own independence, whatever your relationship looks like If you would like tailored guidance with your own finances, reach out to me and the team at Evolution Financial Planning. Follow Accelerating Your Wealth wherever you listen, and take our financial wellbeing quiz to find the episodes that fit where you are. If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast. --------------------------------------------------------------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa & https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook :https://www.facebook.com/RebeccaRobertsonwealth www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/42151195

How Much £100 a Month Could Really Be Worth (And What It’s Costing You Not to Invest). 07/17/2026

How Much £100 a Month Could Really Be Worth (And What It’s Costing You Not to Invest). What is £100 a month really worth over the long term, and what is it costing you to leave that money sitting still? In this solo episode of Accelerating Your Wealth, Rebecca Robertson makes the case for investing in the calm, unglamorous sense, not picking the next hot stock. Rebecca explains why most people are already investors through their workplace pension without realising it, shares the client whose Bitcoin tanked while her pension quietly bought the house, and shows how £100 a month, roughly a weekly takeaway, can compound into far more than you put in. She also lays out the real cost of waiting, and why time in the market beats trying to time it. If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast. https://allmylink.me/YtLK We explore: Why staying in your workplace pension already makes you an investor Foundations first, before the shiny objects like Bitcoin and gold What £100 a month can grow into, and how compound interest works The cost of waiting, as £100 becomes £200 becomes £500 Why cash can quietly lose value to inflation over time Timestamps: 00:00 What £100 a month could really be worth 01:05 You are probably already an investor 01:55 The client whose Bitcoin tanked, and the pension that bought the house 04:25 Foundations first, before the shiny objects 05:25 What £100 a month actually is 07:20 Why twenty years from now still matters 08:20 The cost of waiting: £100 becomes £200 becomes £500 09:25 £24,000 and the power of compound interest 12:00 Cash, inflation and losing buying power 16:05 Time in the market, not timing the market 17:40 One small step to take this week Key Takeaways If you have stayed in your workplace pension, you are already invested Build the foundations before chasing higher risk, shinier options £100 a month for twenty years, around £24,000 in, could grow to £40,000 to £55,000 Delay and the number climbs, £100 becomes £200 becomes £500 It is time in the market that does the work, not timing it --------------------------------------------------------------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa & https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook :https://www.facebook.com/RebeccaRobertsonwealth www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/42114625

The Money Book That Promises to Fix Everything | Rebecca Shannon - Ep. 156 Part 2 07/13/2026

The Money Book That Promises to Fix Everything | Rebecca Shannon - Ep. 156 Part 2 Rebecca Shannon changed her whole relationship with money using one simple book. She explains the two prong method, the kite metaphor, and the repellent energy most of us never look at. In Part 2 of this two-part conversation on Accelerating Your Wealth, Rebecca Robertson and leadership coach Rebecca Shannon turn from Rebecca's story to the money method at the heart of her work. It is built around a book by Victor Boc, recommended to her by the coach Steve Hardison, that she now teaches as a seven week programme. If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast. https://rebecca-jpk9bhtb.scoreapp.com Rebecca explains why this is not a get rich quick scheme, and walks through the two prong method: the attractive energy of specific, present tense affirmations, and the repellent energy, the quieter and more insidious beliefs that push money away. She shares the kite metaphor she loves, why the work is a daily practice rather than a one off, and how getting clear on what you truly desire changed real things in her life. Connect with Rebecca Shannon: Website: https://complementcoaching.com/ Instagram: https://www.instagram.com/complementcoaching/ LinkedIn: https://www.linkedin.com/in/rebecca-shannon/ We explore: · The book by Victor Boc, and why it is not a get rich quick scheme · The money most of us are taught never to talk about · The two prong method: attractive energy and affirmations · Repellent energy, the beliefs that quietly push money away · Money as a kite, and why the work is a daily practice Timestamps: 00:00 Recap, and turning to the money method 01:00 The book, from Victor Boc and Steve Hardison 03:00 Why it is not a get rich quick scheme 06:30 The money we are taught never to talk about 09:00 The two prong method and attractive energy 12:00 Why it works whether you have one pound or a million 13:00 Asking how could I create this, instead of panicking 18:00 Noticing what you truly desire 21:30 The repellent energy we never look at 23:00 Money as a kite 26:00 Cancelling old thoughts, and years of conditioning 47:00 Daily foundational practices 52:00 Inside the seven week money program Key Takeaways · A better relationship with money can start wherever your balance is today · Affirmations work best when they are specific, present tense and felt daily · The repellent energy, the beliefs that push money away, is the part most of us skip · Ask how could I create this, rather than how will I ever afford this · This is a daily practice, not a one off, because conditioning runs deep What is one money belief you would like to change? Tell us in the comments, and share this with someone who needs a kinder way in to their finances. Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: Instagram: & LinkedIn: Facebook: Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/42051350

How to solve your money problems forever with Rebecca Shannon - Ep. 156 07/10/2026

How to solve your money problems forever with Rebecca Shannon - Ep. 156 Leadership coach Rebecca Shannon on going from fear about money and years of people pleasing to a life she genuinely loves, and what it really took to get there. In Part 1 of this two-part conversation on Accelerating Your Wealth, Rebecca Robertson sits down with leadership coach Rebecca Shannon, creator of Beyond Limits, someone she has known for around ten years. This half is Rebecca Shannon's own story, told honestly. She describes the fearful version of herself a decade ago, the fear about money and the sense that she had lost her power, and the slow work of getting it back. She shares the flamingo analogy that so many mothers recognise, the years of people pleasing and shrinking herself, and what changed when she stopped trying to do it all and started filling her own cup first. If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast. https://allmylink.me/YtLK We explore: · Why she lost her colour, and the flamingo analogy behind it · How people pleasing quietly costs you your power · Filling your own cup, and why that is not selfish · Setting boundaries without swinging to the other extreme · Surrender, trust and getting through a painful divorce Timestamps: 00:00 Introduction, reuniting with Rebecca Shannon 02:00 The fearful version of Becky, ten years ago 04:00 Fear about money, and losing her power 06:30 The flamingo who loses her colour 08:00 People pleasing, grey clothes and disappearing 13:30 Filling your own cup, and giving from overflow 17:00 Surrender, trust and getting through divorce 21:00 From talking about abundance to talking about money 27:00 Everything begins with self-worth and self-leadership Key Takeaways · You can lose your colour by giving everything away, and you can get it back · People pleasing often protects everyone but you · Filling your own cup first lets you give from overflow, not depletion · Boundaries take practice, and swinging between extremes is part of learning · Trust and surrender can carry you through the hardest chapters Connect with Rebecca Shannon: Website: Instagram: LinkedIn: Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: Instagram: & LinkedIn: Facebook: Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/42023980

What I’d Do If I Had to Start Again Financially at 35 - Ep. 155 07/03/2026

What I’d Do If I Had to Start Again Financially at 35 - Ep. 155 If you had to start again financially at 35, with everything you know now, what would you actually do? In this solo episode of Accelerating Your Wealth, Rebecca Robertson turns that question into a calm, practical reset that works at any age. This is about action, not guilt. Rebecca walks through the 'shoulda woulda coulda' trap so many of us carry, then lays out the real first step most people skip: knowing your numbers, and builds up from there to foundations, investing and the mindset that keeps it all going. We explore: · Why financial guilt holds us back, and how to set it down · The first step almost everyone skips: actually knowing your income and outgoings · Why you should never put your bank statements into ChatGPT or any AI · How even 100 pounds a month, left alone, can change your future · Progress, not perfection, as the mindset that makes it stick Timestamps: 00:00 What would I do if I had to start again at 35? 01:32 Letting go of financial guilt 03:52 Step one: know your numbers 05:24 Core outgoings versus the fun stuff 08:28 Why you should never put your bank statements into AI 11:38 Building your emergency fund and foundations 13:56 Why even £100 a month matters 15:27 How inflation quietly erodes your cash 16:14 Pensions and the tax free lump sum 17:02 Book a money date with yourself 18:36 Progress, not perfection Key Takeaways · Start from where you are, guilt does not move you forward · You cannot plan with a financial picture you can't see, so know your numbers · Keep your bank details off ChatGPT and any AI · Build foundations first, an emergency fund and protection, then invest · Cash that isn't keeping up with inflation is quietly losing value Join the Conversation If you had to start again at 35, what is the first thing you would do? Tell us in the comments, and share this with someone who needs a calm place to begin. --------------------------------------------------------------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa & https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook :https://www.facebook.com/RebeccaRobertsonwealth www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/41946065

Supporting Families with NEET Young Adults: Real Talk, Practical Help & Financial Guidance - Ep. 154 06/26/2026

Supporting Families with NEET Young Adults: Real Talk, Practical Help & Financial Guidance - Ep. 154 If you are watching a young person you love feel stuck, lose confidence and not quite know what comes next, this episode is for you. In this solo episode of Accelerating Your Wealth, Rebecca Robertson talks openly about the NEETs, young people not in education, employment or training. She shares what she has learned from her own daughter. This is real, practical help rather than judgment. Rebecca covers why the leap to adulthood at 18 is a bit of a myth, how purpose and structure can change everything, and the honest money side that most conversations skip: how to support your child without quietly derailing your own pension, savings and future. In this episode: Why a slow or messy start is still a start, with Rebecca's own journey from an F in maths to financial services Why nothing magically changes at 18, and what that means for the support you give How purpose, not pressure, gets a young person moving The real cost of everyday life, and how to teach it gently How to support them financially without sacrificing your own security Chapters: 00:00 What the NEETs are, and who this is for 01:23 When the path after school isn't obvious 03:29 Childhood then and now, and mental health 04:52 From an F in maths to financial services 06:56 Purpose first: the horses and motivation 08:43 The myth that everything changes at 18 09:38 The real cost of things: a £10 a day lesson 11:02 Parental guilt, and being there without fixing 15:52 Structures, routines and a gentle reality check 19:56 From a left apprenticeship to mortgage broker 22:48 Financial boundaries that protect you 24:08 Don't pause your own pension or drain your savings 26:52 Avoid overwhelm: one or two steps, then review Key takeaways: Nothing magically changes at 18, and many young people need support for longer than we expect Purpose comes before productivity, so help them find the thing they care about Start with wellbeing, not the job, if confidence has taken a knock Support your child without stopping your own pension or draining your savings Avoid overwhelm: one or two small steps, then review together If this episode resonated, share it with a family who needs it, and follow Accelerating Your Wealth so you don't miss what's next. Take the financial well-being quiz for playlists matched to what you need: Rebecca Robertson is an independent financial adviser at Evolution Financial Planning: Watch on YouTube: /episode/index/show/financialplanningforwomen/id/41804780

The True Cost of Motherhood and How to Take Back Control, with Elizabeth Willetts Part 2 - Ep. 153 06/22/2026

The Hidden Costs of Motherhood, with Elizabeth Willetts - Part 1 Ep. 153 06/19/2026

The Hidden Costs of Motherhood, with Elizabeth Willetts - Part 1 Ep. 153 In this episode, I sit down with Elizabeth Willetts, founder of Investing in Women and author of Flex. We talk through her career from recruitment in the City to building a business that helps women find flexible, part-time work that fits around their lives. Elizabeth is honest about the parts we usually keep quiet. Being made redundant while pregnant. The years of trying for a baby. And the financial cost of motherhood that follows women around for decades. We get into the numbers, too, including how far earnings can drop in the first five years after a first child and what that does to the pension gap later on. If you have ever felt the system was set up against you or wondered why flexible work is so hard to find at a senior level, this is a conversation worth your time. This is Part 1 of two. Part 2 comes out on Monday, so do subscribe to be notified. Chapters 0:00 Cold open 0:30 Welcome and meet Elizabeth Willetts 2:39 Starting out in City recruitment 6:52 Money, independence and motherhood 9:39 Why recruitment is really sales 15:20 Leaving the City to retrain 17:51 Struggling to conceive 20:04 Miscarriage and the grief no one talks about 22:35 The gender pay gap and motherhood penalty 24:39 Made redundant while pregnant 26:11 Rebuilding and starting her own business 30:03 The real cost of going back to work 32:20 Return to office and a tough job market 34:24 The IVF journey and her daughter 37:33 The emotional toll 40:36 Requesting flexible working 43:45 A second baby, COVID and childcare costs 45:10 Finding her most productive hours 46:44 Wrap up and part two reminder #WomenAndMoney #MotherhoodPenalty #GenderPayGap #FlexibleWorking #FinancialIndependence #PensionGap #WorkingMums #CareerBreak #WomenInBusiness #FinancialPlanning --------------------------------------------------------------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: Instagram: https://www.instagram.com/rebecca_robertsonifa & LinkedIn: Facebook :https://www.facebook.com/RebeccaRobertsonwealth Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/41645415

Why Do We Ignore Our Pensions? - Ep. 152 06/12/2026

Why Do We Ignore Our Pensions? - Ep. 152 Why Do We Ignore Our Pensions? I ignored my own pension for years, even while I worked in a bank. In this solo episode I talk about why pensions feel so easy to avoid, and the simple steps that turn them from a distant worry into real opportunity. Why do so many of us look away from our pensions? They feel distant, complicated and invisible, so the statements go in a drawer and we promise to deal with it another day. In this episode I am honest about the fact that I did exactly that for years, even while I worked in financial services. ----- If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast. ----- I share the moment pensions went from a chore to something I genuinely love, and why I see what they do for my clients every week. One couple I worked with can now retire ten years earlier than they thought and spend that time travelling while they are fit and well. That is what a well planned pension can buy. Not just security, but opportunity. I also talk about the psychology of avoidance, the tax relief and employer contributions that behave like free money, the confusion that builds up when you have several old pensions, and why a new job is often the moment people finally start to pay attention. Then I share the practical steps that move you from avoidance to control. Key Takeaways · A pension is one of the few places your employer and the government top up your money for you · Avoidance is usually overwhelm, not laziness · Finding old pensions and keeping a simple list is the best first step · Consolidation can help or hurt, so understand what you hold before moving anything · Plan around the future life you want, not just the size of the pot If you do one thing this week, go and find your pensions and make a list. If you would like a second pair of eyes, you can book a no obligation conversation with me or my team at Evolution Financial Planning. Follow Accelerating Your Wealth wherever you listen, and don't forget to take our financial well-being quiz to get playlists matched to what you need. --------------------------------------------------------------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa & https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook :https://www.facebook.com/RebeccaRobertsonwealth www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/41611550

Are Women Really Bad With Money? Exploring Financial Myths and Realities - Ep. 151 06/05/2026

Are Women Really Bad With Money? Exploring Financial Myths and Realities - Ep. 151 Are women bad with money?! In this solo episode Rebecca Robertson takes apart one of the most damaging myths in personal finance. The short answer is no. Women are not bad with money. The system was built to leave them out of it. Rebecca traces the myth back through history, from a time when women could not open a bank account without a husband present, to the classroom narrative that girls are no good at maths. Then she shares her own story: dyslexic, an F in maths and three GCSEs, now an independent financial adviser looking after more than a hundred clients. This is a personal and practical look at why so many women say they're bad with money despite making strong financial decisions every day. Rebecca unpicks the difference between a confidence gap and a competence gap, explains why "I haven't been taught yet" is more honest than "I'm just no good at this", and shows how reframing the story from "bad with money" to "under supported with money" changes everything. She also gets specific about the numbers. The gender pension gap, the higher rate of career breaks among women and the tendency to hold long-term savings in cash all compound over time, which means women often need to be more financially savvy, not less. What you'll learn: Where the "women are bad with money" myth actually comes from Why no man is a financial plan, and what abdicating financial responsibility really costs The difference between a confidence gap and a competence gap Why women are often strong spenders but hesitant long-term planners How the language of "I haven't been taught yet" keeps people stuck Why it matters that around 85% of financial advisers are men Risk aversion vs risk awareness, and how sitting in cash can quietly erode your wealth How career breaks and caregiving drive the gender pension gap Practical first steps: reframing the narrative, talking to your partner and building a money buddy system Chapters 00:00 Are women bad with money? 00:48 Where the myth begins 02:13 No man is a financial plan 03:28 From an F in maths to financial adviser 05:27 Strong spenders, hesitant planners 07:21 "I haven't been taught yet" 08:23 How financial services alienate women 10:22 Risk aversion vs risk awareness 12:07 A client story: when sitting in cash costs you 15:07 Why women make better long-term investors 16:40 Career breaks, caregiving and the pension hit 18:10 Fear of getting it wrong 19:52 Baby steps and reframing the narrative 21:56 The numbers behind the gap 24:08 What you can do today 26:46 Final thoughts --------------------------------------------------------------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa & https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook :https://www.facebook.com/RebeccaRobertsonwealth www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/41508085

Credit Scores, Pensions & Retirement: Your Questions Answered - Ep. 150 05/29/2026

Credit Scores, Pensions & Retirement: Your Questions Answered - Ep. 150 Will your credit score affect your mortgage application? Should you consolidate all your pensions into one place? And how do you actually start planning for retirement right now? In this Ask Becky episode Rebecca Robertson answers the three questions her team at Evolution Financial Planning hear most from clients. Whether you're a first-time buyer building your credit history or someone with multiple workplace pensions wondering what to do next, this episode breaks it all down in plain English. This is a special Ask Becky edition where Rebecca's team, mortgage and protection adviser Jenny and client manager Katie, share the questions clients ask them most. Rebecca then gives her honest, independent financial advice on each one. In This Episode You'll Learn: - How your credit score directly impacts your mortgage chances and what lenders actually look for - Why having no credit history can be just as problematic as having bad credit - The truth about payday loans and why they often mean an automatic decline - Whether consolidating your pensions is actually a good idea (spoiler: it depends) - The difference between defined benefit and defined contribution pensions - How upcoming inheritance tax changes could affect pension planning - Simple first steps to start planning for retirement at any age Chapters 0:00 Welcome to Ask Becky 0:23 Introduction: Rebecca Robertson & Evolution Financial Planning 1:40 Jenny's Question: Will My Credit Score Affect My Mortgage? 2:07 How HP, Finance & Missed Payments Impact Your Score 2:28 Why Payday Loans Are Often an Automatic Decline 2:50 Checking Your Credit Report: Experian & Equifax 3:14 When It's the Bank's Mistake, Not Yours 3:36 First-Time Buyers: The Problem with No Credit History 4:04 Building Credit the Smart Way with a 0% Card 4:47 CCJs, Bankruptcy & Higher Interest Rates 5:30 Rebecca's Book: Accelerating Your Wealth 6:04 Katie's Question: Should I Consolidate My Pensions? 6:57 Why Consolidating for the Sake of It Can Be a Mistake 7:42 Risk, Oversight & When Moving Pensions Makes Sense 8:09 Defined Benefit vs Defined Contribution Pensions 8:53 Why Every Pension Needs Individual Review 9:17 Inheritance Tax Changes & Pension Planning 10:01 Katie's Second Question: How Do I Plan for Retirement? 10:32 Run Projections, Find the Gap, Fill It 11:04 Outro & Thanks Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: Instagram: & LinkedIn: Facebook: Website: Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/41395145

Your Money Story Is Running Your Life | How to Rewrite It - Ep. 149 Part 2 05/25/2026

Your Money Story Is Running Your Life | How to Rewrite It - Ep. 149 Part 2 Your Money Story Is Running Your Life | How to Rewrite It - Ep. 149 Part 2 What happens when a simple conversation about remortgaging triggers a full emotional breakdown? In Part 2 of this conversation with life and leadership coach Rose Latham, Rebecca Robertson digs into the moment Rose realised her entire financial identity was built on fear, inherited money stories and a self-worth wound she didn't know was there. They explore how to uncover your own money story and start rewriting it. Picking up where Part 1 left off, Rose shares the kitchen conversation with her husband that cracked everything open. A routine chat about remortgaging triggered a flood of emotion that revealed just how tightly her financial worth was tangled with her identity as a mother, a partner and a professional. Rose walks through how she started unpicking that story, from reading Barbara Stanny's "Overcoming Underearning" to having honest conversations with her mum about generational money patterns. Rebecca shares her own parallel: a father who grew up in genuine poverty after a coal mine accident left his family with nothing, and how that shaped her own relationship with money without her ever realising it. The episode closes with two practical exercises anyone can do today to start understanding their own money story and what's really driving their financial decisions. What You'll Learn: - Why a routine money conversation can trigger a disproportionate emotional response - How to recognise the signs of underearning (it's not just about salary) - The generational money stories that silently shape your financial behaviour - How to separate your self-worth from your bank balance - Two practical exercises to uncover your hidden money beliefs Connect with Rose Latham: LinkedIn: https://www.linkedin.com/in/roselathamcoaching/ Facebook: https://www.facebook.com/rose.latham.127 Instagram: https://www.instagram.com/roselatham.lifecoaching/ Chapters 0:00 Cold open: "My heart started racing and I started crying" 1:43 Welcome back to Part 2 2:34 The door in the wall you didn't know was there 3:08 Self-worth and finances: the connection Rose didn't see 4:26 The remortgage conversation that broke everything open 5:14 "You make a terrible coach, but you're completely right" 6:00 What success actually means as a family 7:17 The challenge of pricing yourself as a new coach 8:54 Building confidence to charge what you're worth 9:21 When the work has nothing to do with you 10:46 Discovering "Overcoming Underearning" by Barbara Stanny 11:28 Having an honest conversation with Mum about money 12:50 Rebecca's dad: growing up with nothing after a mining accident 14:01 "If you don't shine a light on it, it runs you" 15:41 Spending money as fast as it arrives 16:20 Top tips: tell the truth about your numbers 17:21 The "Money Is..." exercise 18:10 Where to find Rose and her money exercises PDF 19:15 Outro and subscribe #SelfWorth #MoneyMindset #AcceleratingYourWealth #FinancialPlanning #WealthCoach #MoneyBeliefs #PersonalFinance #LeadershipCoaching #WomenAndMoney #ClassAndMoney --------------------------------------------------------------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa Instagram: https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook: https://www.facebook.com/RebeccaRobertsonwealth Website: https://www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/41361655

Self-Worth and Money: The Hidden Money Beliefs Holding You Back - Ep. 149 Pt. 1 05/22/2026

Self-Worth and Money: The Hidden Money Beliefs Holding You Back - Ep. 149 Pt. 1 Self-Worth and Money: The Hidden Money Beliefs Holding You Back - Ep. 149 Pt. 1. How does your self-worth affect your income? In this episode, Rebecca Robertson sits down with life and leadership coach Rose Latham to explore how childhood money stories, class identity and unconscious beliefs shape what we earn and what we think we deserve. From growing up as "the posh kid" to feeling out of place at Oxford and turning down corporate opportunities in favour of stacking shelves, Rose's story reveals how deeply our sense of worth is wired into our relationship with money. Rose Latham is a life and leadership coach for CEOs and MDs who want to lead more strategically without carrying the business alone. But before she got there, she had to confront a deeply embedded belief system that kept her playing small financially, even with a degree from Oxford. In Part one of this two-part conversation, Rose shares how growing up as the "posh family" in a Wiltshire village shaped her early money identity, how arriving at Oxford flipped that narrative completely, and why she walked away from every corporate graduate opportunity without even attending a single evening. Rebecca draws powerful parallels from her own experience, from working in a bank at 19 to navigating class assumptions around ambition. Together they dig into how the education system reinforces a "work hard = compliance" narrative, why the teaching profession fed Rose's low self-worth, and what it really costs when you try to fill a hole in your identity with a salary. What You'll Learn: How childhood money stories create unconscious limits on what you earn Why class identity shifts can shake your confidence at critical career moments The real reason "working hard" doesn't always lead to financial reward How self-worth and salary are connected (and what to do about it) Why the UK education system may be reinforcing unhealthy money beliefs Connect with Rose Latham: LinkedIn: Facebook: Instagram: Chapters 0:00 Introduction and welcome 1:30 How do you measure your self-worth? 3:15 Growing up as "the posh family" in Wiltshire 6:40 Arriving at Oxford: from big fish to small fish 11:20 State school kids sticking together at uni 15:00 The milk round: "This isn't for me" 20:30 Working at Tesco's and pubs instead of KPMG 24:00 Rebecca's parallel story — working in a bank at 19 27:45 Graduating with no experience: a humbling reality check 31:30 The power of networks and a free trip to Brazil 35:50 Learning Spanish at 26 and five years in South America 39:00 Coming back to the UK and going into teaching 42:30 How teaching fed the low self-worth narrative 46:00 "You could have paid me double and it wouldn't have been enough" #SelfWorth #MoneyMindset #AcceleratingYourWealth #FinancialPlanning #WealthCoach #MoneyBeliefs #PersonalFinance #LeadershipCoaching #WomenAndMoney #ClassAndMoney --------------------------------------------------------------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa & https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook :https://www.facebook.com/RebeccaRobertsonwealth www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/41361625

Divorce and Financial Independence: Taking Back Control | Ep.148 05/15/2026

Divorce and Financial Independence: Taking Back Control | Ep.148 Divorce and Financial Independence: Taking Back Control | Ep.148. Divorce is one of the biggest financial turning points in anyone's life. But for women, the impact is often far greater than most people realise. In this solo episode of Accelerating Your Wealth, Rebecca Robertson explores what financial independence really means after divorce, why pensions are dangerously overlooked in settlements, and how women can start rebuilding on their own terms. Drawing on years of experience, Rebecca shares real client stories, challenges common assumptions about asset splitting, and breaks down the statistics that reveal just how wide the financial gap between divorced men and women really is. Why divorce is often a bigger financial hit for women than men The emotional traps that lead to poor financial decisions during separation Why 71% of divorce settlements don't consider pension assets How to understand the full financial picture before agreeing to a settlement The shift from shared responsibility to full financial ownership Why pensions are emotionally devalued but financially critical How divorced women hold just 39% of the pension wealth of divorced men Why getting financial advice early in the process matters - How divorce can become an opportunity to rebuild on your own terms Key statistics discussed: Divorced women hold 39% of the pension wealth of divorced men Median pension wealth: £32,640 for women vs £85,800 for men 71% of divorce settlements do not consider pension assets Only 11% of divorces include pension sharing orders 30% of divorced women work part time vs 10% of divorced men Divorced women earn 37% less on average We get into: 00:00 Divorce and financial challenges 05:03 The emotional side of divorce 07:49 Financial independence and household budgeting 11:32 Navigating finances after divorce 13:30 Budgeting for pet expenses 17:26 Taking full ownership in life 19:48 Experiences with perimenopause and growth 23:04 Building financial independence after divorce #AcceleratingYourWealth #DivorceFinance #WomenAndMoney #PensionAdvice #FinancialIndependence #DivorceRecovery #WomenInFinance #PersonalFinance #FinancialFreedom --------------------------------------------------------------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa & https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook :https://www.facebook.com/RebeccaRobertsonwealth www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/41305600

The Financial Impact of Motherhood: How Women Can Close the Wealth Gap - Ep. 147 05/08/2026

Should You Invest or Reduce Debt? Financial Planning Tips for Professionals - Ask Becky Anything - Ep. 146 05/01/2026

Women, Wealth and Identity: Building Tenacity Through Life’s Financial and Neurodiversity Challenges - Ep. 145 Part 2 04/27/2026

Women, Wealth and Identity: Building Tenacity Through Life’s Financial and Neurodiversity Challenges - Ep. 145 Part 2 Women, Wealth, and Identity: Building Tenacity Through Life’s Financial and Neurodiverse Challenges - Ep. 145 Part 2. Welcome to part 2 of this interview with Ruth Kudzi. In this insightful episode of Accelerating Your Wealth, you'll discover how internal beliefs and life transitions shape your approach to money and success. Rebecca Robertson dives into mindset shifts, barriers for women and practical strategies for navigating financial decisions. Barriers women face in business, career, and personal finance, and how to overcome them The power of self-awareness and reshaping your money mindset Breaking emotional spending cycles and building healthier financial habits Navigating neurodiversity and perimenopause while managing finances Steps to redefine identity and success as your circumstances and goals evolve Chapters 00:00 Networking and personal growth journey 03:08 Challenges for women in entrepreneurship 07:24 Overcoming societal and personal doubts 11:04 Changing perspectives on future planning 15:34 Building smart money habits 17:59 Discussing affirmations and self-identity 22:27 Money and happiness relationship 24:14 Meeting basic needs vs. finding purpose 29:15 Managing tasks with Google Calendar 33:25 Discussing neurodiversity needs 34:16 Understanding client communication needs 39:16 Seeking private medical help 41:05 Starting a new wellness journey 45:28 Considering coaching or leadership roles Connect with Ruth Kudzi Ruth Kudzi is the founder and CEO of Optimus Coach Academy where she trains individuals to become certified and accredited coaches and organisations in coaching skills. Ruth has been running her own coaching business for a decade having worked with 1000s of clients and is 1 of about 150 Master Certfiied Coaches (MCC) in the UK. She has over 30 years experience of studying Psychology and integrates Psychology into all that she does as a coach and trainer. Ruth is a best selling author, respected podcaster and established key note speaker who has been featured in a variety of places online including: Vogue, The Guardian, Women's Health, Forbes, Business Insider, Marie Claire. She is passionate about growth mindset and the fact that we're all able to change how we think, feel and act. YouTube: Facebook: Instagram: LinkedIn: Podcast: ___________________________________________________________________ Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa & https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook :https://www.facebook.com/RebeccaRobertsonwealth www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice. /episode/index/show/financialplanningforwomen/id/41027755

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