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/

Ep 129- 3 ways to increase your visibility strategy 05/03/2024

Ep 128 - Introducing Our New Female Financial Website 04/26/2024

Ep 127 - Early Twenties - Where to start? 04/19/2024

Ep 126 - Women in business are in trouble 03/29/2024

EP 125 - Divorce- Is there light? 03/22/2024

Ep 124 - The Budget and End Of Tax Year 03/12/2024

Ep 123 - Surviving Divorce Part 2 02/23/2024

Ep 122 - Surviving Divorce Part 1 02/16/2024

Ep. 121 - 7 ways to be accountable with your money 02/09/2024

Ep 120 - How to make your money goals happen 02/02/2024

Ep 119 - How to plan your money goals 01/26/2024

Ep 118 - how to set your money goals 01/19/2024

Ep 117- Why are women not getting the retirement they desire? 01/12/2024

Ep. 116 - How to get your sh*t together for a successful 2024 01/05/2024

Ep 115 - Your Core Health Is Your Core Wealth 12/01/2023

Ep 115 - Your Core Health Is Your Core Wealth Today's episode we have Linda Stephens, a health and wellness expert who specializes in women's health and empowerment. Linda shares her personal journey from being a senior television producer to becoming a health and wellness advocate, driven by her life experiences, including the birth of her premature children and her own perimenopausal journey. Linda passionately discusses the importance of understanding and adapting to our changing hormonal bodies, especially during midlife. She dives into the implications of health on overall wealth, emphasizing that our well-being directly affects our ability to work, provide for our families, and achieve financial security. Linda highlights the idea that the core health of a person, particularly women in midlife, is their core wealth. Throughout the conversation, Linda offers practical advice for improving health and well-being. She shares the importance of incorporating protein into one's diet, finding the right exercise regimen, prioritizing sleep, and learning stress management techniques. She also underscores the necessity of seeking professional help when needed and the value of learning about one's body and hormonal changes. Moreover, Linda discusses the impact of societal pressures on women's health and how the traditional work structure often neglects women's hormonal cycles, insisting on the need for a more equitable system. She encourages women to find joy in life, explaining that filling life with joy can lead to overflowing positivity and better health. This podcast episode is a must-listen for anyone interested in women's health, particularly those navigating their midlife phase. It offers valuable insights, practical tips, and motivational encouragement to prioritize health and well-being. Be sure to connect with Linda further: * - FREE! 5 exercises for posture & pelvic floor to tack onto a loo break. Download the reminder cue sheet and watch the ‘How To’ video. * online yoga and well-being studio for menopausal women * Join our private Facebook group Women's Wellbeing with Linda /episode/index/show/financialplanningforwomen/id/28881333

Ep 114 - How Not To Be Broke In Business 11/24/2023

Ep 113 - How do we financially educate our kids? 11/17/2023

Ep 113 - How do we financially educate our kids? In this latest podcast episode, I had the pleasure of welcoming Agata Diu, the founder of My Money, My Honey. Her mission? To promote financial literacy among not just adults, but importantly, children too. Sharing her journey from a finance manager to establishing her own business, Agata divulges the unique insights she’s gained along the way. Having moved to the UK in 2006, Agata faced a cultural shock that led her to delve deeply into the Western world of finance. This exploration sparked her desire to understand diverse cultural perceptions about money. Her passion has driven her to create a platform that encourages conversations about money in a straightforward, accessible manner. In our conversation, Agata shares valuable tips on how to initiate discussions about money with children. She emphasizes the importance of transforming money conversations into everyday chats, helping to demystify the subject and reduce financial anxiety for the future generation. However, before we can teach children about money, Agata points out that we, as adults, need to explore our money mindset. She urges parents to become aware of their financial habits, as children learn more by observing their parents' actions and attitudes towards money. Intriguingly, Agata suggests introducing the concept of investing to children as young as five years old. She uses relatable analogies, such as planting seeds and watching them grow, to explain the concept of investing and the growth of money. Agata also provides a glimpse into her new workbook, "Money Coach Your Kids". This handy guide is filled with activities and exercises designed to help parents talk about money with their children. From teaching the difference between assets and liabilities to distinguishing between needs and wants. Agata’s workbook is a comprehensive guide for parents to navigate these essential conversations. To all parents, grandparents, and anyone interested in fostering financial literacy in the younger generation, this episode is a treasure trove of practical tips and insights. Don't miss out on this episode, take a listen now. Connect with Agata here: /episode/index/show/financialplanningforwomen/id/28567133

Ep 112 - How to manage money with ADHD 11/10/2023

Ep 111 - How to get a pay rise at work 11/03/2023

Ep 111 - How to get a pay rise at work In this episode, we are joined by Kate Usher, a menopause coach and gender equality consultant with over 20 years of experience in transformational IT projects in FTSE 100 organizations. We talk primarily about gender equality, career progression for women, and the effects of menopause on women's work-life balance. Kate shares her journey, which saw her transition from a global project manager in an FTSE 100 company to a menopause coach and gender equality consultant. She explains how her menopause experience forced her to shift her career focus and combine her corporate life with her menopause work. Providing valuable tips for women striving to succeed in the corporate world, Kate emphasizes the importance of relationships in one's success. She encourages women to invest time in creating, developing, and nurturing relationships. She also discusses the importance of networking and urges women to seek out industry networking events that fit their schedules. Kate highlights the importance of being open about ambition, encouraging women to discuss their ambitions with their managers and ask for guidance on achieving their goals more quickly. She also discusses the importance of mentoring and sponsorship in career progression, urging women to find potential mentors who are brilliant in their desired space. We also touch on the topic of menopause where Kate speaks about the anxieties and confidence issues women may face during perimenopause and menopause and how these can impact their work life. By stressing the need for organizations to support women going through these life stages, Kate shares how we should be recognizing women’s value and contribution to the workplace. So if you are looking for practical advice for women navigating their careers, particularly those in the corporate world, highlighting the need for more open conversations about menopause and gender equality in the workplace this episode is one to listen to. Be sure to connect with Kate further; Twitter: Linkedin: YouTube Kate Usher – Menopause Coach - Website: /episode/index/show/financialplanningforwomen/id/28501334

Ep. 110 - Behavioural financial well-being and what is your future? 10/20/2023

Ep.109 - What is it like to work with an IFA? 10/13/2023

Ep.108 - Money and Menopause 10/06/2023

Ep.108 - Money and Menopause Today’s episode we welcome Katharine, an experienced consultant nurse specializing in women's health and menopause. Katharine brings her extensive knowledge and personal insights from her three-decade-long career. She's not only a nurse consultant but also the founder and director of Flux State Limited, a supportive platform helping women to comprehend their bodies, empower their minds, and confidently navigate through menopause. Tune in for a conversation that combines health, wealth, and wisdom! The central theme of the podcast today is the intersection of menopause, health, and financial security. The conversation starts with Katharine sharing her experience of menopause and her professional background in women's health. She highlights that she also had fertility treatment for her son due to an acute pain condition called endometriosis. She also shares her struggles with anxiety, insomnia, and a challenging work-life balance. The podcast then moves into a discussion of menopause and its impact on women's financial situations. Katharine asserts that menopause can be a threat to women's financial security if they are not adequately supported during this period. Katharine suggests that understanding and addressing these symptoms can help women continue to work and maintain their financial security and that hormone replacement therapy (HRT) and cognitive behavioral therapy (CBT) can benefit women who are unable to or do not wish to take HRT. We also cover the topic of diet, with Katharine recommending a healthy diet and regular movement or exercise to help manage menopausal symptoms and the importance of self-compassion and mindfulness during this period. Be sure to connect with Katharine further. Her organization Flux State Limited, offers a free community for women to share their experiences and seek advice. She also provides her services to workplaces, helping them to support their female employees through menopause. /episode/index/show/financialplanningforwomen/id/28167188

Ep. 107 - Is the stock market a good way to invest? 09/29/2023

Ep. 107 - Is the stock market a good way to invest? Get ready for today's episode as I welcome on board Laurence Van Denwerm, an investment strategist at Timeline, a financial planning company. Hailing originally from the vibrant landscapes of South Africa, Laurence is here to spill the beans on the intricacies of financial planning, drawing from his rich reservoir of experience and expertise. The primary topic of the conversation is the role and function of a model portfolio discretionary fund manager, which Laurence explains, is to gather various ideas and information about different funds and form a portfolio to decide the best performing ones. The goal of his company, Timeline, is to help ten million people retire with confidence in the UK. They aim to achieve this through low-cost model portfolios, evidence-based investment approaches, and technology-driven planning tools. Laurence explains how Timeline uses historical market data to inform their investment strategies. He emphasizes the importance of staying invested in the market despite short-term volatility, stating that trying to time the market is often detrimental to long-term returns. He also highlights the importance of diversification in managing risk. Laurence & I discuss the implications of a high inflation and interest rate environment, using historical data and past experiences. Laurence points out that such periods have been weathered before and are not unusual in the long term. He also explains the concept of quantitative easing, emphasizing that it's a tool used to stimulate economic growth without causing inflation. Towards the end of the discussion, Laurence distinguishes between investing and speculating. He advises listeners to invest in profit-making companies and stay disciplined. He underscores that investing is a long-term endeavor, and trying to exploit short-term value often leads to poor outcomes. Finally, we touch on personal matters, discussing our pets and sharing a few light-hearted moments, adding a personal touch to the overall financial discussion. Hope you enjoy and do reach out and connect further with Laurence using the links below /episode/index/show/financialplanningforwomen/id/28127363

Ep. 106 Becoming a money boss 09/22/2023

Ep.105 Do we only need life cover? 09/15/2023

Ep. 104 - Selling From The Heart 09/08/2023

Ep. 104 - Selling From The Heart Get ready to supercharge your sales game and change your approach to selling! In this episode, we dive deep into the world of authentic sales conversations with the incredible Catherine Watkin. Brace yourself for a lively and informative journey that will change the way you think about selling forever! Catherine, a true sales expert, unveils her secrets to success, emphasizing the importance of selling from the heart. No more pushy tactics or sleazy strategies – it's all about building genuine connections and creating meaningful relationships with your clients. Discover how to effectively communicate the value of your offers, address client concerns, and craft a compelling sales presentation that resonates with your audience. Catherine's insights will empower you to articulate why your work is important, leaving your clients with that magical "internal yes" moment. But that's not all! We also explore the exciting transition from one-to-one sales to a one-to-many model. Catherine shares how understanding your clients on a deeper level and having better conversations can pave the way for broader audiences and wider product offerings. Throughout the conversation, Catherine emphasizes the significance of aligning your business with your passion and values. Learn how to design a business that truly lights you up and feels fulfilling, while also ensuring it remains sustainable and successful. To top it all off, Catherine offers a sneak peek into her membership program, where she delves into core business principles and guides you on a path to creating a business you can truly fall in love with. So, whether you're a seasoned business owner or just starting out, this episode is a must-listen. Prepare to be inspired, empowered, and equipped with the tools and mindset needed to sell from the heart and achieve remarkable success! Tune in now and embark on this exhilarating journey of selling from the heart with Catherine. It's time to revolutionize your sales approach and embrace the power of authentic connections! /episode/index/show/financialplanningforwomen/id/27978303

Ep 103 - Planning for the last quarter of 2023 07/28/2023

Ep.102 How to run a profitable business 07/21/2023

Ep.101 Why You Need A Will 07/14/2023

Ep.101 Why You Need A Will Rebecca 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. /episode/index/show/financialplanningforwomen/id/27364914

Ep.100 Free Guidance to improve financial wellbeing 06/30/2023

Accelerating Your Wealth

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