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/

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

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. /episode/index/show/financialplanningforwomen/id/40955340

Navigating Pension Withdrawals, ISAs, and Divorce with Financial Clarity - Ep. 144 04/17/2026

Why Menopause Impacts Your Finances and Steps to Take Control - Ep. 143 04/10/2026

Pension Dilemmas After Divorce and Tips for Business Owners With Limited Contributions - Ep. 142 04/03/2026

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. /episode/index/show/financialplanningforwomen/id/40663735

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. /episode/index/show/financialplanningforwomen/id/40637655

Understanding Financial Advice and Guidance: Protect Yourself When Making Money Moves - Ep. 140 03/20/2026

From Mortgage Planning to Growing Your Pension Pot - Ask Becky Anything - Ep. 139 03/13/2026

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. /episode/index/show/financialplanningforwomen/id/40323770

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. /episode/index/show/financialplanningforwomen/id/40214150

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