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/
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Should You Invest or Reduce Debt? Financial Planning Tips for Professionals - Ask Becky Anything - Ep. 146
05/01/2026
Should You Invest or Reduce Debt? Financial Planning Tips for Professionals - Ask Becky Anything - Ep. 146
Should You Invest or Reduce Debt? Financial Planning Tips for Professionals - Ask Becky Anything - Ep. 146. In this episode of Accelerating Your Wealth, Rebecca Robertson answers audience questions on making smart financial decisions and planning for the future. Get practical insights on investing, mortgages and the uses of trusts for wealth protection. How to decide between paying into your pension, overpaying your mortgage or investing spare cash as a high-rate taxpayer Tax implications and benefits of pension contributions for employees and limited company owners Strategic considerations for paying off buy-to-let mortgages and building a property portfolio The different types of trusts and their uses for business owners and intergenerational wealth planning Key reasons to seek professional advice and the limits of generic financial guidance Chapters 00:00 Financial planning and investment advice 03:27 Mortgage strategies and investment advice 08:16 Introducing a complex topic 10:54 Understanding discretionary trusts basics 14:13 Trusts and inheritance tax planning 16:27 Financial advice and gifting strategies __________________________________________________________________ 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.
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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.
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Money, Mindset and Identity: How Your Beliefs Shape Wealth and Business Success, with Ruth Kudzi - Part 1 - Ep. 145
04/24/2026
Money, Mindset and Identity: How Your Beliefs Shape Wealth and Business Success, with Ruth Kudzi - Part 1 - Ep. 145
Money, Mindset and Identity: How Your Beliefs Shape Wealth and Business Success with Ruth Kudzi - Part 1 - Ep. 145. How does your self-image impact your financial success? In this episode, Rebecca Robertson talks to psychologist and coaching expert Ruth Kudzi about the real drivers behind your money mindset and practical steps to take control. How childhood beliefs and identity shape your approach to money The impact of people-pleasing and societal “shoulds” on business decisions Common limiting beliefs around money, numbers, and financial growth Practical steps for rewiring money habits and building financial confidence Navigating additional barriers such as neurodiversity and perimenopause in your wealth journey Chapters 00:00 Learning from early business mistakes 05:43 Staying true to your vision 11:03 Understanding business profitability 16:58 Discussing perceptions of wealth 22:11 Balancing work and personal life 27:36 Challenging entrepreneur stereotypes 34:43 Struggling with fitting in and change 38:36 Challenges of balancing work and family 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.
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Navigating Pension Withdrawals, ISAs, and Divorce with Financial Clarity - Ep. 144
04/17/2026
Navigating Pension Withdrawals, ISAs, and Divorce with Financial Clarity - Ep. 144
Navigating Pension Withdrawals, ISAs, and Divorce with Financial Clarity - Ep. 144. Get straightforward answers to your financial questions in this episode of Ask Becky Anything. Rebecca Robertson, independent financial advisor, tackles common money dilemmas with clear, practical answers. When it makes sense (and when it doesn’t) to draw down your pension into an ISA before retirement The tax implications of taking your 25% pension lump sum and moving it into different investment wrappers Key changes to pension inheritance tax rules coming in April 2027 When to involve a financial advisor during the divorce process for optimal financial planning How financial disclosure and scenario planning can improve your outcome during major life transitions Chapters 00:00 Considering retirement drawdown options 03:53 Investment pots and tax implications 06:12 Discussing cash ISA and pension options 09:28 Planning financial scenarios for clients 12:43 Financial challenges of relocating --------------------------------------------------------------------------------------------------------------------------------- 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.
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Why Menopause Impacts Your Finances and Steps to Take Control - Ep. 143
04/10/2026
Why Menopause Impacts Your Finances and Steps to Take Control - Ep. 143
Why Menopause Impacts Your Finances and Steps to Take Control - Ep. 143. Money and menopause are more connected than many realise. In this episode, we uncover the hidden financial impacts menopause has on women’s lives and careers. The real statistics behind job loss and missed promotions due to menopause symptoms Emotional spending and financial gaps women face during transition How to reevaluate your budget and joint finances for greater security Practical pension and investment tips to protect your future Strategies for managing work, health, and money through menopause and beyond Chapters 00:00 How menopause impacts women financially 03:24 Impact of menopause on women 09:08 Navigating menopause and life priorities 11:54 Planning finances during transitions 15:57 Daily prioritising and staying realistic 18:41 Wealth planner and journaling tips --------------------------------------------------------------------------------------------------------------------------------- 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.
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Pension Dilemmas After Divorce and Tips for Business Owners With Limited Contributions - Ep. 142
04/03/2026
Pension Dilemmas After Divorce and Tips for Business Owners With Limited Contributions - Ep. 142
Pension Dilemmas After Divorce and Tips for Business Owners With Limited Contributions - Ep. 142. Welcome to this Ask Becky Anything episode of Accelerating Your Wealth, where your pressing pension and retirement questions get answered. This episode tackles real concerns about divorce, cash flow, and making your pension last. Pros and cons of drawing down pensions before 60 How lifestyle and pension pot size affect your financial security Strategies for business owners with limited cash flow to grow their pension The importance of regular, consistent investing for your future Building your business as an asset to supplement retirement income Chapter 00:00 Managing retirement income and expenses 05:34 Managing pensions and contributions 06:51 Building a sellable business model --------------------------------------------------------------------------------------------------------------------------------- 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.
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Essential Rules for Money, Life and Wealth Management for Women with Kara Gammell - Ep. 141 Part 2
03/30/2026
Essential Rules for Money, Life and Wealth Management for Women with Kara Gammell - Ep. 141 Part 2
Essential Rules for Money, Life and Wealth Management for Women with Kara Gammell - Ep. 141 Part 2. In this two part episode of the Accelerating Your Wealth Podcast, personal finance expert Kara Gammell joins Rebecca Robertson to give practical, no-nonsense guidance on personal finance, insurance, and managing money with ADHD from this direct and insightful conversation. This episode breaks down real-life strategies, financial pitfalls, and proactive planning for women and families. The real impact of income protection, insurance, and emergency planning ADHD, executive function struggles, and practical hacks for better money management Teaching kids about money, opening junior ISAs and pensions, and financial education at home The unique financial challenges women face with divorce, menopause, and the gender pension gap Automating savings, fighting procrastination, and breaking the cycle of financial stress through simple, repeatable systems Connect with Kara Instagram: LinkedIn: https://www.linkedin.com/in/karagammell/ Kara Gammell is a personal finance and insurance expert at MoneySuperMarket. She's an award-winning financial journalist with nearly two decades of experience writing for national newspapers and magazines such as the Daily Telegraph, the Sunday Times, Good Housekeeping, the Metro, the Independent, the Guardian, the Observer, Marie Claire, the Sun and Cosmopolitan. Kara also regularly comments on consumer issues on TV, radio and podcasts such as BBC's Rip-off Britain, ITV News, BBC Moneybox, Wake Up to Money and Times Radio. Kara is the founder of a money-saving blog Your Best Friend's Guide to Cash, which promises to help you get more bang for your buck, no matter what your budget. She's also written two books. Her latest book, 'Bargain Hunter: East hacks and tips to save money every day' was published in January 2005. Chapters 00:00 Discussing dad's health struggles 03:04 Coping with family challenges 07:33 Explaining home insurance basics 10:18 Importance of proper insurance planning 14:00 Planning your route with money 17:55 The 15-minute rule for tasks 19:44 Automating savings for simplicity 25:06 Identifying and understanding childhood triggers 29:03 Experiencing perimenopause symptoms 31:31 Struggling with school friendships 32:53 Getting help with financial planning 36:27 Challenges of menopause at work 41:15 Talking about parenting values 42:23 Considering a pension for my child 45:37 Auto enrollment pension changes 49:03 Teaching kids about money 53:01 Budgeting tips and food waste 56:25 Show outro and subscription request --------------------------------------------------------------------------------------------------------------------------------- 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.
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Essential Rules for Money, Life and Wealth Management for Women with Kara Gammell - Ep. 141 Part 1
03/27/2026
Essential Rules for Money, Life and Wealth Management for Women with Kara Gammell - Ep. 141 Part 1
Essential Rules for Money, Life and Wealth Management for Women with Kara Gammell - Ep. 141 Part 1. In this two part episode of the Accelerating Your Wealth Podcast, personal finance expert Kara Gammell joins Rebecca Robertson to break down the realities of managing joint finances, the emotional aspects of money and how women can protect their financial futures. Get practical tips, real-world insights, and straight talk about everything from divorce to unpaid work calculators. What’s covered in this episode: The pros and cons of joint versus separate finances for couples Handling financial changes after major life events like divorce or having kids The hidden costs (and value) of unpaid work and how to calculate it The importance of financial transparency, protection, and planning for emergencies How to stay financially independent and secure, no matter your life choices Connect with Kara Instagram: LinkedIn: https://www.linkedin.com/in/karagammell/ Kara Gammell is a personal finance and insurance expert at MoneySuperMarket. She's an award-winning financial journalist with nearly two decades of experience writing for national newspapers and magazines such as the Daily Telegraph, the Sunday Times, Good Housekeeping, the Metro, the Independent, the Guardian, the Observer, Marie Claire, the Sun and Cosmopolitan. Kara also regularly comments on consumer issues on TV, radio and podcasts such as BBC's Rip-off Britain, ITV News, BBC Moneybox, Wake Up to Money and Times Radio. Kara is the founder of a money-saving blog Your Best Friend's Guide to Cash, which promises to help you get more bang for your buck, no matter what your budget. She's also written two books. Her latest book, 'Bargain Hunter: East hacks and tips to save money every day' was published in January 2005. Chapters 00:00 "Curated Playlists for Fast Learning" 04:38 "Managing Joint Finances Effectively" 06:21 Managing Money in Relationships 09:57 "Split Bills Fairly Calculator" 14:57 Navigating Care and Backup Plans 18:29 Struggles of IVF and Work Choices 21:54 Freelancing to Stability Transition 23:21 "Opportunity, Careers, and Working Women" 26:57 Generous Financial Support in Relationship 31:43 "Open Conversations About Finances" 33:25 Partnered Financial Planning Tips 37:38 "Financial Preparedness in Crisis" 41:28 "Show Paused Until Monday" --------------------------------------------------------------------------------------------------------------------------------- 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.
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Understanding Financial Advice and Guidance: Protect Yourself When Making Money Moves - Ep. 140
03/20/2026
Understanding Financial Advice and Guidance: Protect Yourself When Making Money Moves - Ep. 140
Understanding Financial Advice and Guidance: Protect Yourself When Making Money Moves - Ep. 140. What’s the real difference between financial advice and guidance and why does it matter? In this episode, Rebecca cuts through the confusion and explains why knowing the distinction is crucial for your financial decisions. - The key difference between financial advice and guidance - The role of regulation and how it protects you as a consumer - What a financial planner can and can’t do versus a financial adviser - Risks of acting on unregulated advice and tips to make smarter decisions about your money Chapters 00:00 "Regulated Advice and Qualifications" 05:23 Beware One-Size-Fits-All Advice 07:22 "Financial Guidance: Questions and Decisions" --------------------------------------------------------------------------------------------------------------------------------- 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.
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From Mortgage Planning to Growing Your Pension Pot - Ask Becky Anything - Ep. 139
03/13/2026
From Mortgage Planning to Growing Your Pension Pot - Ask Becky Anything - Ep. 139
From Mortgage Planning to Growing Your Pension Pot - Ask Becky Anything - Ep. 139. Get the answers to your top finance and retirement questions in this, Ask Becky Anything, episode of the Accelerating Your Wealth Podcast. From first mortgages to growing your pension, you'll get practical tips you can put into action. How to prepare as a sole trader for your first mortgage, including improving your credit rating and reviewing your business accounts. The benefits of consulting mortgage brokers and using lender affordability calculators. Tips on saving for a mortgage deposit and using right-to-buy schemes for first-time buyers. How to calculate how much you need to add to your pension for the retirement lifestyle you want. Why regularly reviewing your pension’s performance, charges, and advice is essential for your financial future. Chapters 00:00 Navigating Mortgage and Buying Options 04:05 Scaling Finances for Growth 09:28 Financial Planning and Pension Tips 11:11 Accelerating Wealth with Rebecca
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Navigating Big Life Leaps: Career Change, Values, and Wealth with Melanie Coeshott - Ep. 138
03/06/2026
Navigating Big Life Leaps: Career Change, Values, and Wealth with Melanie Coeshott - Ep. 138
Navigating Big Life Leaps: Career Change, Values, and Wealth with Melanie Coeshott - Ep. 138 Career coach and mentor Melanie Coeshott joins Rebecca Robertson to share her journey from a senior accountancy role at Mastercard to launching her own coaching business. Discover practical advice on career transitions, investing and building financial security. In this episode, you'll learn: What it really means to be a career coach and the key differences between career change and career development Melanie's story of moving from the corporate world to entrepreneurship, and how she prepared financially for the leap The importance of motivational drivers and how tools like Motivational Maps can shape your career decisions Insights on building wealth, transitioning out of property investments and planning for the future Tips for women on financial independence, money management, and using external advice to accelerate your goals Chapters 00:00 Rediscovering Purpose in Mid-Career 04:56 "Discovering Accountancy for Stability" 06:28 From Accountant to Coach 12:33 From Individuals to Corporate Coaching 14:12 Diversifying Beats Niching in Business 18:41 Motivational Maps for Career Growth 20:26 Understanding Motivational Drivers 26:23 Career Growth and Wealth Strategies 28:43 Accidental Landlord Journey 31:06 Planning Ahead for Education Funds 35:54 "Society, Values, and Financial Choices" 37:43 "Mindsets and Relationships Dynamics" 42:29 "Investing Advice: Have a Go" 45:41 Collaborating on Pension Management 50:24 "Impartial Bespoke Financial Advice" 53:56 "Empowering Women Through Saving" 56:18 Simple Advice That Works ----------------------------------------------------------------------------------------------------------- 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.
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From NHS Midwife to Corporate Queen at 60 - Penny Lazell Ep.137
02/27/2026
From NHS Midwife to Corporate Queen at 60 - Penny Lazell Ep.137
From NHS Midwife to Corporate Queen at 60 - Penny Lazell Ep.137. Penny Lazell shares her incredible journey of reinvention across two decades of life-changing decisions. In this deeply honest episode of Accelerating Your Wealth, Rebecca Robertson sits down with her long-time friend and client to explore what happens when women finally put themselves first. Penny's story spans leaving the NHS to start her own business, navigating a difficult divorce at 50, rebuilding her finances as a single woman and ultimately receiving a life-changing ADHD diagnosis at 60. Together with Rebecca, they tackle the hard questions about why women consistently put themselves last financially, how grief and mortality shape our decisions and what it truly means to practise self-care rather than selfishness. In this episode, you will learn: Why many women sacrifice their careers and pensions for family, and how to avoid the same trap How to navigate divorce financially when you have been the lower earner The importance of understanding your pension rights during separation How fitness and self-care became the catalyst for major life change What late-diagnosed ADHD looks like in women over 50 Why budgeting felt impossible after decades of relying on a partner's income How to find your tribe and rebuild your identity after major life transitions The real value of working with a financial adviser, and what to look for Chapters 0:00 Introduction: Meeting Penny — A 15-Year Friendship 2:09 From Nurse to Health Visitor: Career Sacrifices in the 1990s 6:55 First Property Investment and Why Women Put Kids First 11:05 The Turning Point: Realising the Marriage Was Over 14:56 How Fitness Became the Catalyst for Everything 20:10 Self-Care vs Selfishness: Changing the Narrative 25:28 Advice for Women Considering Divorce 30:05 When Amicable Divorce Turns Nasty 36:56 Learning to Budget for the First Time at 50 41:41 ADHD Diagnosis at 60: Why Everything Finally Made Sense 54:19 The Real Value of Working with a Financial Adviser ------------------------------------------------------------------------------------------------------------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.
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Tackling the Gender Wealth Gap: Strategies for Women to Secure Retirement - Ep. 136
02/20/2026
Tackling the Gender Wealth Gap: Strategies for Women to Secure Retirement - Ep. 136
Tackling the Gender Wealth Gap: Strategies for Women to Secure Retirement - Ep. 136. Buy Becky's book here: https://www.amazon.co.uk/Ten-Ways-Accelerate-Your-Wealth/dp/B09GJGH272 Discover the realities behind the gender wealth gap and what women can do right now to secure a stable retirement. In this solo episode, Rebecca Robertson breaks down the facts, challenges and practical solutions for closing the gap. In this episode you will learn: Key statistics from the Scottish Widows Women in Retirement report The impact of career breaks on women's pensions and retirement income Practical steps couples can take to reduce pension gaps Financial planning tips for women navigating family and career Why starting early is crucial for avoiding poverty in retirement Chapters 00:00 "Gender Pension Gap Widens" 05:11 "Pension and Gender Pay Gap" 07:19 Delayed Financial Planning Costs 10:25 Shared Finances and Pension Planning 13:30 "Maximising Finances for Businesswomen" ----------------------------------------------------------------------------------------------------------- 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. Podcast produced by https://podforge.co.uk
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Understanding Lifetime ISAs for Young Investors and Pension Tips for Women Over 45 - Ask Becky Anything - Ep. 135
02/13/2026
Understanding Lifetime ISAs for Young Investors and Pension Tips for Women Over 45 - Ask Becky Anything - Ep. 135
Understanding Lifetime ISAs for Young Investors and Pension Tips for Women Over 45 - Ask Becky Anything - Ep. 135. Take our quiz to get your perfect playlist to help you on your wealth journey: In this Ask Becky Anything episode of Accelerating Your Wealth, Rebecca Robertson answers listener questions about Lifetime ISAs and how to start saving for retirement later in life. Gives clear, no-nonsense advice on saving for the future and making smart financial decisions. In this episode we cover... What Lifetime ISAs are and how they work for young adults The benefits and limitations of LISAs compared to traditional ISAs and pensions Strategies for saving a deposit for your first home Advice for women who are starting to think about pensions in their 40s Practical steps to begin your investment and retirement planning journey now Chapters 00:00 "ISA and LISA Explained" 03:15 Saving Strategies for Home Deposits 08:10 "Start Small, Plan for Stability" 09:52 "Starting Small with Investing" ----------------------------------------------------------------------------------------------------------- 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. Podcast produced by https://podforge.co.uk
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Why family court can feel stacked against women - Ep. 134
02/06/2026
Why family court can feel stacked against women - Ep. 134
Why family court can feel stacked against women - Ep. 134. Get straight-talking advice on the real challenges women face in the family court system. Family lawyer Elaine Foster joins host Rebecca Robertson to break down divorce myths, finances and navigating legal obstacles. In this episode: Why traditional divorce processes can be stacked against women, especially financially The pitfalls of non-disclosure and how to handle a lack of financial transparency in divorce The differences between lawyers and McKenzie Friends and the risks of getting legal advice from the wrong people How economic abuse shows up in relationships and what practical steps you can take Expert tips on building your legal team and confidently managing your own divorce process Subscribe for more powerful discussions. Chapters 00:00 Welcome to Accelerating Your Wealth 08:26 Empowering Legal Self-Sufficiency 12:03 Court System Strained by Legal Cuts 16:41 "Financial Advice Regulation Confusion" 25:12 Unfair Divorce Challenges for Mothers 28:53 "Beware Unreliable Free Legal Advice" 33:44 Divorce Stress and Lifestyle Changes 42:49 Changing Trends in Spousal Support 46:37 "Challenges of Spousal Maintenance" 52:08 "Choices, Housing, and Court Protections" 58:23 Redefining Abuse: Economic Dimensions 01:03:21 "Seek Tailored Legal Advice Early" 01:06:43 "Trauma-Informed Divorce Support Insights" 01:10:35 "Hourly Rate vs. Total Cost" Connect with Elaine Foster LinkedIn: Free Facebook Group: #divorce #FinancialFreedom #WealthBuilding #PassiveIncome #FinancialIndependence ------------------------------------------------------------------------------------------------------------ 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. Podcast produced by https://podforge.co.uk
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Does divorce need to be soul-destroying? - Ep. 133
01/30/2026
Does divorce need to be soul-destroying? - Ep. 133
Does divorce need to be soul-destroying? - Ep. 133 In this episode, Rebecca Robertson sits down with divorce coach, Liz Harrington, to talk honestly about the realities of divorce, trauma and how to protect your well-being and finances through the process. Here's what you'll learn: The difference between divorce conflict and divorce trauma, and how both can impact your mental health Signs of abuse and trauma during a breakup, and how to recognise your own patterns and triggers Why getting organized, informed and empowered is crucial for a fair financial settlement Strategies for supporting children and coping with ongoing co-parenting challenges The importance of building a strong support team (coaches, legal pros, friends) and practical steps to start reclaiming your independence Don’t forget to subscribe for more powerful conversations and real-life stories. Chapters 00:00 "Experienced Divorce Recovery Coach" 07:54 Emotional Abuse's Lasting Impact 11:12 "Marriage Guidance and Red Flags" 20:38 "Divorce Coaching and Emotional Support" 22:31 Affordable Legal Guidance Alternatives 28:52 "Fairness in Spousal Maintenance" 35:19 "Importance of Financial Consent Orders" 41:34 "Tapping: Embracing Truth for Change" 46:03 "Rising From Rock Bottom" 50:53 "Being Your Child's Safe Person" 55:19 "Empowering Women's Financial Independence" 58:43 "Redundancy and Career Shift" 01:04:27 Coping with Trauma and Divorce 01:10:10 "Parenting Neglect as Red Flag" Connect with Liz Harrington LinkedIn: Instagram: Facebook: ------------------------------------------------------------------------------------------------------------ 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. Podcast produced by https://podforge.co.uk
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Ask Becky Anything: Pensions, Property and Making Your Savings Work Harder - Ep. 132
01/23/2026
Ask Becky Anything: Pensions, Property and Making Your Savings Work Harder - Ep. 132
Ask Becky Anything: Pensions, Property and Making Your Savings Work Harder - Ep. 132 Get straight answers to your finance questions in this episode of the Accelerating Your Wealth Podcast - Ask Becky Anything! Host Rebecca Robertson break down real dilemmas about pensions, savings and investing. This week, Rebecca is looking at: Why business owners shouldn't rely solely on their business as their pension The pros and cons of using property as a retirement plan How to get started investing, even if you find conflicting advice Tips for making your savings work harder, including when to consider investing in stocks and shares The importance of diverse portfolios and where to begin if you're new to financial planning Subscribe for practical, no-nonsense advice to help you make smart money decisions! Chapters 00:00 Challenges in Selling Property Assets 03:27 "How Much is Enough?" 07:05 "Pensions, Tax Wrappers, and Benefits" 13:25 "Starting Small with Investments" 14:22 "Start Small with Investments" 17:36 "Subscribe and Share Thoughts" #EarlyRetirement #PropertyInvestment #FinancialFreedom #WealthBuilding #PassiveIncome #RetireBefore50 #PropertyPortfolio #FinancialIndependence --------------------------------------------------------------------------------------------------------- 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. Podcast produced by https://podforge.co.uk
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Is an IFA really worth it? - Ep. 131
01/16/2026
Is an IFA really worth it? - Ep. 131
Is an IFA really worth it? - Ep. 131. In this episode of the Accelerating Your Wealth Podcast, host Rebecca Robertson, sits down with Lesley Leggett to talk through the real-life financial journey that can follow divorce, property management and planning for retirement. Packed with practical advice and personal insights, this down-to-earth discussion explores the ups, downs and lessons learned along the way. This episode you will learn: Navigating financial decisions after divorce and the importance of safeguarding your interests The realities of managing property portfolios and transitioning to a single-income household How working with an Independent Financial Advisor (IFA) can create financial security and options The emotional impact of divorce and tools for moving forward, including counselling and coaching Steps to set up a stable financial future for yourself and your children, from pensions to investing early Chapters 00:00 "IFA: Worth It or Not?" 07:26 "Life Changes and Challenges" 11:49 "Challenges of Divorce Logistics" 14:59 "Seeking Specialized Counseling Expertise" 20:29 "Accidental Landlord Journey" 21:16 "Landlord Journey and Shared Ownership" 26:01 "Regrets Over Property Decisions" 31:15 "Journey to Becoming a Coach" 32:48 "Retirement Coaching and New Chapters" 37:10 "Financial Independence Post-Divorce" 40:08 "Life Changes and Ownership" 44:14 "Invest Early for Future Security" 47:08 "Wisdom from Life's Journey" 49:58 "Procrastination and Retirement Advice" #EarlyRetirement #PropertyInvestment #FinancialFreedom #WealthBuilding #PassiveIncome #RetireBefore50 #PropertyPortfolio #FinancialIndependence #CareerChange #ValueBasedFinance ------------------------------------------------------------------------------------------------------------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 & 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. Podcast produced by https://podforge.co.uk
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How to create meaningful financial success by the time you’re 50 - Ep. 130
01/09/2026
How to create meaningful financial success by the time you’re 50 - Ep. 130
How to create meaningful financial success by the time you’re 50 - Ep. 130. Discover how Amy Rowlinson built a property portfolio that allowed her husband to retire at 48 whilst creating meaningful financial success for their family. This episode of Accelerating Your Wealth is brought to you by Rebecca Robertson and sponsored by https://www.evolutionfinancialplanning.co.uk . In this inspiring episode of Accelerating Your Wealth, I sit down with Amy Rowlinson who shares her remarkable journey to financial independence. After recognising her husband's exhaustion working in the city, Amy made a bold decision that changed their lives forever. Within three years, Amy built a property portfolio that generated enough income for her husband to retire at just 48 years old. But this isn't just a story about property investment, it's about aligning your finances with your values, questioning societal expectations and creating a life of purpose and freedom. What You'll Learn: - How to recognise when your current path isn't sustainable and take decisive action - The importance of conducting a comprehensive financial audit with your partner - Practical strategies for building a property portfolio from scratch - Why "passive income" isn't truly passive and what that really means - How to align your spending with your values rather than societal expectations - The concept of "rightsizing" your home instead of traditional downsizing - Overcoming poor financial literacy and taking ownership of your money - Creating meaningful career change whilst building wealth - How couples can navigate financial decisions together effectively Key Moments: Amy shares candidly about outsourcing financial decisions, being swept up by consumerism, and the transformational moment when she saw her husband burnt out. You'll hear about the practical steps they took, the difficult conversations they had, and the intentional choices that led to early retirement and a purpose-driven life. About Amy Rowlinson: Driven by purpose in all she does, Amy shines a light on what’s possible when you Focus on Why. A purpose and fulfilment coach, speaker and author, Amy helps individuals and organisations design meaningful, sustainable lives and work with authentic impact. Since launching her podcast Focus on WHY in 2020, she has inspired listeners across 152 countries through over 490 episodes of uplifting conversations. Her debut book, Focus on Why: Create a purposeful way of life, shortlisted in the 2025 Business Book Awards, empowers readers to live intentionally and to start living their legacy today. Connect with Amy here: Website: LinkedIn: Instagram: All Amy's Links: About Accelerating Your Wealth: This podcast is for ambitious professionals, entrepreneurs and anyone seeking financial independence who wants to build meaningful wealth aligned with their values. Each episode delivers actionable strategies, inspiring stories and practical wisdom to help you accelerate your journey to financial freedom. Chapters: 00:00 Introduction & Welcome 01:46 The Burnout Moment That Changed Everything 05:49 Conducting a Comprehensive Financial Audit 10:43 Questioning Values vs Societal Expectations 15:22 Building Financial Literacy as a Couple 22:15 Starting the Property Portfolio Journey 28:40 The Reality of "Passive" Income 35:18 Overcoming Fear and Taking Action 42:25 Navigating Career Transformation 48:50 The Three-Year Timeline to Retirement 55:30 Rightsizing Your Life and Home 01:02:15 Creating Purpose Beyond Financial Success 01:08:45 Life After Early Retirement 01:11:10 Final Wisdom & Key Takeaways #EarlyRetirement #PropertyInvestment #FinancialFreedom #WealthBuilding #PassiveIncome #RetireBefore50 #PropertyPortfolio #FinancialIndependence #CareerChange #ValueBasedFinance ----------------------------------------------------------------------------------------------------------- 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. Podcast porduced by https://podforge.co.uk
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Ep 129- 3 ways to increase your visibility strategy
05/03/2024
Ep 129- 3 ways to increase your visibility strategy
I'm thrilled to be talking to Pamela of Worsley Creative. Pamela is an incredible digital marketer, and in this episode, we dive into three ways to boost your visibility strategy. Pamela has a remarkable talent for distilling complex information about your business into actionable insights. She's passionate about making a difference and ensuring that businesses don't waste resources on unnecessary strategies. I've personally worked with her across various aspects of my business, from branding to SEO, and can confidently recommend her expertise. With over 55 five-star Google reviews and numerous testimonials from her satisfied clients, Pamela's credibility speaks for itself. Today, she'll be sharing invaluable insights on enhancing your overall digital marketing plan and getting your business noticed. Connect with Pamela Website- LinkedIn- Instagram-
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Ep 128 - Introducing Our New Female Financial Website
04/26/2024
Ep 128 - Introducing Our New Female Financial Website
In this episode of my podcast, I'm thrilled to share my excitement about our brand-new website launch. Unlike traditional financial platforms, our website prioritises comprehensive financial planning over product promotion. I'm particularly proud of the diverse resources we offer, from quizzes to guides, all designed to assist our clients in finding tailored solutions to their financial needs. Our commitment to financial planning aligns perfectly with our core values, and you'll find a wealth of informative content on our website, including blogs and vlogs. We've made sure that clients have access to a range of free resources, including ethical guides and financial assessments, empowering them to gain a clearer understanding of their financial situation. Looking ahead, I'm planning to shift the podcast's focus to include regulated content from our website, featuring interviews with industry experts. On the website, we now highlight specialised services catering to business owners, women, and families, offering invaluable financial planning insights. With a strong focus on team development and harnessing the power of social media referrals, I'm committed to providing transparent guidance on our charges and services. The podcast serves as an ideal platform to promote upcoming shows and engage listeners in discussions on wealth maximisation strategies. Join me on the podcast to stay updated on the latest industry trends and gain valuable insights into achieving financial security and prosperity and our new Vlog which will coming very soon.
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Ep 127 - Early Twenties - Where to start?
04/19/2024
Ep 127 - Early Twenties - Where to start?
In this episode of our podcast, we delve into the world of financial planning and goal setting, featuring Lily and Zach as they explore their career aspirations in industrial design engineering and mechanical engineering, respectively. They kick off the meeting by discussing their long-term financial goals, focusing on starting salaries, student loan repayment thresholds, and strategies for achieving financial stability. As the youngest guests I have had on the show to date, Lily and Zach delve into setting clear financial goals and the significance of early savings for long-term security. They discuss practical budgeting strategies, the psychology behind setting financial goals, and the importance of transparent communication about spending habits.
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Ep 126 - Women in business are in trouble
03/29/2024
Ep 126 - Women in business are in trouble
In this episode, I stress the importance of prioritising pension contributions early on to secure your financial future as a woman with a business. I highlight the power of starting to save early and leveraging compound interest in investments over time, urging you not to delay contributions despite business or personal expenses. I offer practical steps for adjusting your finances towards pension savings, including reducing costs by 10% while increasing sales for financial stability. Advocating for sustainable strategies tailored to your individual business context, focusing on your client needs over industry trends, I encourage you to engage with free resources for continuous learning. Additionally, I underscore the significance of authentic communication styles and consistent content creation across platforms to maintain your professional integrity and effectively engage with clients. Tune in and listen now for actionable advice tailored specifically for women in business like you, seeking to prioritise your pension contributions amidst the demands of entrepreneurship.
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EP 125 - Divorce- Is there light?
03/22/2024
EP 125 - Divorce- Is there light?
In this episode I am joined by our guests Laura, Jennie, and Emma who share their personal journeys through divorce, offering invaluable insights and practical advice for navigating this challenging life transition. Laura emphasizes the importance of understanding love languages, while Jennie highlights the significance of fair financial settlements post-divorce. Emma, known as the "divorce alchemist," provides expert guidance on navigating high-conflict divorces with resilience and grace. Our conversations cover topics such as financial preparation, recognizing signs of abuse, and prioritizing self-worth during divorces. Tune in to gain valuable insights and empower yourself to navigate divorce proceedings with resilience, self-awareness, and empathy. Connect further with Emma Heptonstall Divorce Coach Divorce Coaching with Emma Heptonstall - Former Lawyer -
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Ep 124 - The Budget and End Of Tax Year
03/12/2024
Ep 124 - The Budget and End Of Tax Year
In this podcast episode, I delve into the significant shifts in the budget and the impending end of the tax year. I'm highlighting various adjustments, like the reductions in national insurance rates, modifications in child benefit thresholds, and cuts in capital gains tax. I also touch upon the ramifications of VAT threshold increases and non-domicile rules, underlining how crucial it is for our clients to stay informed and updated with their financial planning as the tax year draws to a close. Moreover, I mention the availability of carry-forward allowances for pension contributions, providing valuable insights for our listeners.
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Ep 123 - Surviving Divorce Part 2
02/23/2024
Ep 123 - Surviving Divorce Part 2
Join us for part 2 of our Surviving Divorce episodes where we continue the conversation with our guests Ellie, Natalie and Laura. We share our advice for individuals dealing with emotional, practical, and legal challenges in relationships, particularly focusing on financial agreements, settlements, and divorce. Discussing the importance of getting advice early, making decisions, and not jumping to conclusions during divorce, we also talk about how crucial it is to have the right support, do your research, and manage your energy wisely. If you're interested in learning more about financial planning in relationships and particularly divorce with practical tips for tough life transitions, this episode is a must-listen.
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Ep 122 - Surviving Divorce Part 1
02/16/2024
Ep 122 - Surviving Divorce Part 1
In this special 2 part podcast of "Accelerate Your Wealth", I bring together three other women to have an important conversation about empowering women with their finances. The episode explores various perspectives on relationships, communication, and financial dynamics. The women discuss the challenges and shifts that occur during separations, particularly in terms of retirement planning and amicable resolutions. They delve into topics such as demanding more in relationships, setting boundaries, and the impact of control over money whilst also touching on the importance of communication and sharing responsibilities in a partnership. Take a listen to find out more about the evolving expectations and desires of women in relationships, as well as practical tips for navigating financial decisions during separations. Further help and support can be found:
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Ep. 121 - 7 ways to be accountable with your money
02/09/2024
Ep. 121 - 7 ways to be accountable with your money
Today's podcast delves into the importance of taking control of your money and finances and I share seven practical tips to help you become more accountable monthly and daily. To enhance your financial accountability you can use things such as your phone setting reminders to be organised and on top of all your financial tasks, such as expenses and making notes to manage your budget effectively. Find an accountability buddy to share experiences and support with as this can help you make sound financial decisions and the importance of self-honesty in reflecting on spending habits. By reflecting on spending habits and questioning your motives behind purchases, you can align your spending with your long-term goals and values. This self-honesty plays a crucial role in maintaining financial accountability.
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Ep 120 - How to make your money goals happen
02/02/2024
Ep 120 - How to make your money goals happen
In this episode, I dive deep into the art of setting and achieving money goals, walking you through the entire process of planning and executing those financial aspirations. First and foremost, clarity is the key. It’s important to have a crystal-clear vision of what you want to achieve financially. It's not just about having dreams; it's about defining them with precision. Next up, I break down the intimidating task of big financial goals into bite-sized, manageable steps. The idea is to make those seemingly colossal objectives feel much more achievable by tackling them in smaller, strategic increments. Timelines matter, and I encourage you to prioritize your goals based on personal preferences and deadlines. This way, not only will you have a roadmap but also a timeline that suits your individual pace. I also introduce my powerful weekly planner tool. It's not just any planner; it's a tool designed to help you keep tabs on your spending habits, fostering accountability in your wealth journey. Imagine having a weekly companion guiding you toward your financial goals! Be sure to watch this episode on YouTube here -
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Ep 119 - How to plan your money goals
01/26/2024
Ep 119 - How to plan your money goals
Discover the secrets of effective wealth planning as I share valuable insights on breaking down big financial goals into manageable monthly objectives. Learn how to set realistic targets, create a roadmap for your financial journey, and unleash your true wealth-building potential. With examples of budgeting for saving, debt repayment, and other expenses throughout the year, it’s important to be realistic about your spending habits and track where your money goes to effectively plan and achieve your financial goals. You can watch the episode here on my YouTube channel :
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