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This week on the WealthTalk podcast, WealthBuilders Founder, Kevin and Wealth Coach, Manish Kataria, provide key insights into the world of investing.
In this eye-opening episode, they address the pressing issue of hefty fees often encountered with traditional investing methods and highlight the critical role of diversification in reducing risk.
From the intricacies of Independent Financial Advisers (IFAs) to the advantages of Exchange-Traded Funds (ETFs) and the dynamics of core-satellite investing strategies, Kevin and Manish provide a wealth of comprehensive insights you'll want to hear.
Lastly, they explore effective tools for constructing portfolios that generate recurring income, offering practical strategies for the savvy investors of today.
Don't miss out - Tune in and discover whether you can manage your money better than somebody else who may be taking considerable fees without adding considerable value.
Resources Mentioned In This Episode:
>> Manish Kataria [LinkedIn]
>> Investment Academy [Website]
>> Investment Insights: WealthBuilders London Networking
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Facebook Community
>> Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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The only way to create financial security for yourself and your family is to focus on generating income from assets that you either own or control.
WealthBuilders has identified seven assets, known as 'The 7 Pillars of Wealth'.
In today’s WealthTalk episode, Kevin goes into detail on how you can identify the assets which you currently have in your life and those which you could leverage and begin to generate streams of income.
Whether you're a business owner who's trading time for money, or you're currently employed and looking to supplement your income, and whether you're at the beginning of your wealth-building journey, or you've already begun to build some asset income, you won’t want to miss this episode.
Resources Mentioned In This Episode:
>> 7 Pillars of Wealth [Free eBook Download]
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Facebook Community
>> Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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In this episode, Louise Hill, Co-Founder and CEO of GoHenry, shares her journey of building a successful prepaid debit card and financial education app for kids.
The inception of the now global entity, GoHenry, was sparked by Louise noticing her children's inadvertent overspending online, highlighting a gap in practical financial education for children.
In the episode, we cover topics such as the marketing strategies her team has used to amplify GoHenry’s growth, the rewards and challenges of running a startup and the significance of adapting to different markets.
The episode delves into some valuable lessons Louise has learned throughout her journey of building a global business.
Louise shares the challenges of fundraising, the importance of resilience for CEOs, and the power of world-class partners.
Louise Hill's commitment to financial education extends beyond GoHenry, as she is an advocate for integrating financial education into the curriculum of all UK primary schools with a petition backed by everyone at WealthBuilders.
Her story is not just one of business growth, but also about personal development and dedication to a cause that benefits society and future generations.
Resources In This Episode:
>> Louise Hill [LinkedIn]
>> GoHenry [Website]
>> Make financial education compulsory in all schools from primary age [Petition]
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Facebook Community
>> Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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In today’s episode, we explore the inspiring journey of Toby and Kate Spanier, a couple who leveraged a Small Self-Administered Scheme (SSAS) pension to transform their lives through property investment.
Having moved from London to Kent, they saw potential in a dilapidated property and embarked on a venture that not only brought the property back to life but also set them on a path to financial independence.
Toby, initially a management consultant, and Kate, who later joined him in his enthusiasm for property investment, discovered the power of SSAS pensions.
They took a bold step by using their SSAS pension to loan money to their limited company for the refurbishment of an unmortgageable property.
This strategic move allowed them to refurbish the property with an interest-free loan from the local authority and then generate income through their limited company.
Their adventure into property investment was solidified by winning the SSAS Property Investor Award of the Year 2023, a testament to their innovative approach and the impact of their work.
The Spaniers' story is not just about financial gain; it's about creating a lasting legacy and the empowerment that comes from taking control of one’s financial future.
Throughout the episode, Toby and Kate share insights into the benefits of SSAS pensions, including loan flexibility, tax benefits, and the broader potential of pension-led funding.
They emphasise the importance of due diligence, the power of supportive partnerships, and the vision of building a family wealth business.
The Spaniers' journey offers invaluable lessons for anyone considering property investment, especially through the lens of SSAS pensions.
Their story is a compelling example of how innovative financial strategies can create lasting impacts and open new doors to financial freedom.
Resources In This Episode:
>> WT226: Brand New! Wheel Of Wealth
>> Toby Spanier [LinkedIn]
>> Kate Spanier [LinkedIn]
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Facebook Community
>> Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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In this podcast episode, Lisa Hunt, a member of WealthBuilders since December 2022, shares her journey with WealthBuilders and network marketing, specifically with a company called Arbonne.
She joined WealthBuilders with her husband, Tim, to build recurring income streams, a concept she was familiar with due to her background in network marketing and her husband's background in freelance contracting.
Lisa highlights the educational curve and mindset shift they experienced in their first year with WealthBuilders.
She discusses the importance of building a legacy, reducing financial stress, and creating freedom from being tied to a job. She also dives into her network marketing journey, starting with Arbonne in 2013, driven by her interest in health, wellness, and personal development.
Lisa elaborates on the business model of network marketing and how it differs from traditional retail and direct sales, emphasising the importance of selling quality products and building a team to generate recurring income.
She addresses common misconceptions about network marketing, particularly the stigma associated with pyramid schemes, and explains how legitimate network marketing companies focus on product sales and offer equitable compensation plans.
Throughout the podcast, Lisa shares her personal growth, the supportive community within network marketing, and how the skills and mindset she developed have positively impacted other areas of her life.
She touches on the challenges and rewards of building a network marketing business, the importance of product passion, and the need for due diligence when choosing a company.
Lisa also discusses her income trajectory with Arbonne, the impact of the pandemic on her business, and her aspirations for the future.
She highlights the benefits of multiple income streams and the support received from WealthBuilders and her mentor, Manish, in achieving her financial goals.
Overall, the episode focuses on the journey of personal and financial growth through network marketing and the support systems provided by WealthBuilders.
Resources In This Episode:
>> Arbonne [Website]
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Facebook Community
>> Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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In this episode, hosts Christian Rodwell and Kevin Whelan discuss the devastating effect of fees on wealth.
They are joined by Manish Kataria, Founder of Invest Like a Pro and a WealthBuilders Wealth Coach, who shares his expert insights on reducing fees and building wealth.
The conversation covers the different types of fees and where they occur, the importance of negotiating fees, and the SCORE Report, a tool that helps individuals understand and reduce their fees.
Tune in as this episode emphasises the need for individuals to take control of their investments and reduce fees to maximise their wealth-building potential.
Resources In This Episode:
>> Request a free SCORE report - Email [email protected] Subject line: SCORE report
>> Manish Kataria [LinkedIn]
>> Investment Academy [Special discount of 10% using code WB10]
>> Your T-Rex Score
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Facebook Community
>> Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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Welcome to the second part of Kevin Whelan's interview with Simon Zutshi, CEO of Property Investors Network (PIN). In this part, Simon discusses why education alone is not enough and the importance of community, connection and support. He introduces his concept of "who not how," focusing on leveraging others' skills and talents rather than trying to do everything yourself.
Kevin asks Simon to explain the sale of Property Investors Network to entrepreneur Roger Hamilton. Simon details how the online business valuation increased during COVID lockdowns, leading Roger to make an offer. Simon agreed to stay on to help grow the business for a few years after the sale.
Their discussion then moves to Simon's other business ventures. He founded CrowdProperty, a property crowdfunding platform, in 2013 to provide smaller investors opportunities to fund larger development projects. To date it has funded over £850 million in projects.
Simon also shares advice on gradually building a property portfolio as a pension replacement over the long run. He emphasises finding mentors and building relationships to solve "how" problems through a network of talented "whos." Finally, Simon outlines his plan to step back from day-to-day operations of his businesses by 2027 when he turns 55.
Resources In This Episode:
>> Property Investors Network [Website]
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Facebook Community
>> Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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Welcome to Head 2 Head, the latest strand of the WealthTalk podcast where WealthBuilders' CEO, Kevin Whelan, sits down for an in-depth conversation with fellow CEOs from various industries.
In each episode, Kevin will delve into the personal journeys of these top executives, exploring the peaks and troughs of their business careers.
Head 2 Head is not just about success stories; it's about real-life challenges, resilience, and the crucial lessons learnt along the way.
Our guests share their unique perspectives on leadership, innovation, and the strategies they've employed to steer their companies through turbulent times.
Simon Zutshi, CEO of Property Investors Network, is the first guest on the Head 2 Head strand, discussing his journey as a property investor and entrepreneur.
In the episode, Simon shares how he started in property investment, the importance of long-term investing, and the love affair with property in the UK.
Simon also talks about his transition from being a property investor to teaching others about property investment.
He emphasises the need for financial education and the challenges of trading time for money.
In this conversation, Simon Zutshi discusses his passion for training and making a difference in people's lives. Emphasising the value of paid education and the importance of finding the right mentors and coaches.
Simon also shares his experience of selling a business and the lessons he learned from that process.
Resources In This Episode:
>> Property Investors Netowrk [Website]
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Facebook Community
>> Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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We dive into Neil Moggan's inspiring journey from a teacher to a transformative trainer in mental wellbeing and financial education. Since joining WealthBuilders with his wife Katie in late 2020, Neil has seen significant changes in both his personal growth and financial status.
He discusses the impactful shift in his career after leaving his teaching job, focusing now on improving mental health and meta-cognition in children. Neil highlights the urgent need for better financial education in schools, informed by his firsthand experiences and the stark disparities he's observed.
Neil shares insights into the Swarbricks 8 Dimensions of Wellness model, which underpins his approach to holistic wellbeing, linking financial stability directly with improved life quality.
The conversation also covers his journey into financial literacy, sparked by the pandemic lockdown, leading to innovative educational programs and recognising his efforts with a prestigious award.
Neil's personal approach to teaching his daughter about finances reflects his broader mission to equip the younger generation with essential financial skills, despite the current educational system's shortcomings.
We wrap up by discussing how Neil's work aligns with WealthBuilders' principles and the importance of integrating life skills, like financial literacy, into children's education to foster a healthier, more prosperous future.
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Michelle Shevill, Co-Founder of OneCard, discusses how the innovative tool ‘One Card’ is changing the game in business networking. Michelle shares her journey from running a merchandising business to developing OneCard amidst the challenges of Covid, showcasing the shift from traditional methods to a digital, environmentally friendly approach.
OneCard streamlines networking by allowing users to book meetings, share documents, and integrate with CRMs directly through a digital card, complete with a feature to support charities. Michelle, along with her team including her husband Mark and technical lead Sean, has navigated the business from its roots in personal passion to a tech-driven solution for modern professionals.
Highlighting OneCard’s growth to 800 users and overcoming challenges like brand loyalty and tech skepticism, Michelle emphasizes its role in increasing leads, sales, and productivity efficiently.
Join us to learn how OneCard is paving the way for the future of business interactions, blending sustainability with practicality for professionals everywhere.
Resources In This Episode:
>> Buy Your One Card Now [WealthBuilders Discount: WB24OC]
>> [Webinar] Unlock A New Source Of Funding For Your Property Or Business: 21st Feb 2024
>> WT074 – How To Become Investable
>> WT011 – Creating Your Leverage Using F.I.R.S.T
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Facebook Community
>> Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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Terry Blackburn, a 35-year-old entrepreneur from near Cheshire, shares his wealth story. Terry's ability to transform a derelict property into a successful hotel, alongside running multiple businesses and maintaining a strong family life, is truly inspiring.
Terry began his entrepreneurial journey at 19 and has since ventured into various businesses, from bespoke services to property development. His success showcases his adaptability and strategic thinking. However, it's his role as a father to four children and his partnership with his equally entrepreneurial partner, Louise, that has redefined his motivations and priorities.
Balancing business ventures with family responsibilities, Terry has mastered the art of efficient time management, focusing on high-value tasks and streamlining operations. His latest project, a hotel extension, is just one example of his innovative approach to business and property development.
Terry's story is a testament to the possibility of achieving professional success without sacrificing family time. His journey offers valuable lessons on efficiency, prioritisation, and the importance of a strong why. Join us as we explore how Terry Blackburn achieves more in the same amount of time, blending business acumen with a deep commitment to family.
Resources In This Episode:
>> Unlock a New Source of Funding for your Property or Business [Register Now]
>> The Ancient Unicorn Hotel Site Visit [Secure Your Ticket]
>> WT090 – Adopting A 1000 Property Mindset w/ Luke Ryan
>> Make Financial Education Compulsory In All Schools From Primary Age [Petition]
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Facebook Community
>> Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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Part 2 of Kevin Whelan’s interview on James Vincent’s Business Excellence podcast.
In the episode, Kevin continues sharing the 4 entrepreneurial assets which you can use to generate predictable recurring income as well as the different types of trust which you can use to protect your wealth.
Kevin talks about some advanced wealth-building strategies which involve leveraging assets you almost certainly have within your life right now.
Resources In This Episode:
>> Watch The Video Version Of This Episode
>> WT228: Make Money While You Sleep, Or Work Until You Die [Part 1]
>> Petition: Make Financial Education Compulsory In All Schools From Primary Age
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Facebook Community
>> Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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Kevin Whelan was recently a guest on James Vincent’s Business Excellence podcast, where he discussed the importance of creating wealth that can sustain future generations.
This is part 1 of the interview, where Kevin emphasises the need for recurring income and highlights the misconception that owning a business guarantees freedom.
He encourages individuals to understand the difference between work income and asset income and to prioritise financial education so that you can build a recurring income that works even when you are not actively working.
Resources In This Episode:
>> Watch The Video Version Of This Episode
>> Watch BizX 2022 Full Presentation
>> Petition: Make Financial Education Compulsory In All Schools From Primary Age
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Facebook Community
>> Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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This week, WealthTalk hosts Kevin Whelan and Christian Rodwell discuss the launch of WealthBuilders' new membership options.
In the episode, they share the steps in the Roadmap and how you can use the tool to go from financial insecurity to security within 2-3 years and then push on to financial independence.
They also discuss the importance of small consistent steps when building wealth and share examples of members who have followed our proven step-by-step process to build a fantastic legacy.
The brand-new WealthBuilders membership options have been made to be three things; more accessible, more affordable and an absolute no-brainer!
Resources In This Episode:
>> Join WealthBuilders Membership
>> Petition: Make Financial Education Compulsory In All Schools From Primary Age
>> WT226: Brand New! Wheel Of Wealth
>> Updated Wheel of Wealth [Download]
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Facebook Community
>> Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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This week on the WealthTalk podcast, Christian and Kevin dive deep into the key elements that pave the way for financial security and a fulfilling, longer life.
Join us as we unveil the updated Wheel of Wealth, a dynamic tool that steers individuals towards financial security and then independence.
Tune in to find out the 7 components that make up the brand-new Wheel of Wealth, the importance of turning one wheel at a time and how following the proven process can help you achieve financial security and independence faster.
Resources In This Episode:
>> Updated Wheel of Wealth [Download]
>> WT009: The Wheel Of Wealth
>> Achieve Financial Security by 2026: Your Action Plan [Register Now]
>> Petition: Make Financial Education Compulsory In All Schools From Primary Age
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Facebook Community
>> Become a member of WealthBuilders
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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Ready to skyrocket your wealth in 2024? In this WealthTalk episode, hosts Christian Rodwell and Kevin Whelan dive into the 7 essential tips that will turbocharge your financial journey this year.
In these uncertain economic times, growing your wealth and achieving financial security becomes even more crucial.
In the episode, we share some practical tips, such as taking stock of your pensions and making use of tax-free savings.
So, whether you're a parent looking to secure your family's financial future, a business owner aiming to grow your wealth, or an ambitious employee on a mission to achieve financial security, this episode is for you.
Resources In This Episode:
>> Free Wealth Building Bundle [Download]
>> Achieve Financial Security by 2026: Your Action Plan [Register Here]
>> Petition: Make Financial Education Compulsory In All Schools From Primary Age
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Community
>> Join the WealthBuilders Academy
>> REGISTER HERE FOR ACCESS TO FREE RESOURCES
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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John Lamerton, a seasoned entrepreneur graciously opens up about his distinctive path—breaking free from conventional norms, embracing homeschooling, and making the pivotal decision to exit a business in 2016.
During our insightful conversation, John generously shares his perspectives on the significance of imparting invaluable lessons to his children. Delving into the nuances of money role modeling and family traditions, he takes us on a journey of personal insights and intimate reflections.
Join us as we explore the intricate dynamics of family life, the intricacies of financial strategies, and the ever-evolving landscape of entrepreneurship. This episode promises a wealth of wisdom and personal anecdotes from John's unique experiences.
Resources In This Episode:
>> John Lamerton [LinkedIn]
>> Petition: Make Financial Education Compulsory In All Schools From Primary Age
Next Steps On Your Wealth Building Journey:
>> Join the ‘WealthBuilders For Families’ Waitlist
>> Join the WealthBuilders Community
>> Join the WealthBuilders Academy
>> REGISTER HERE FOR ACCESS TO FREE RESOURCES
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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In this episode, we're joined by multi-award-winning Co-Living HMO developer, Stuart Scott.
Stuart takes us on a deep dive into the world of Co-Living HMOs, sharing his invaluable insights on how to supercharge your profits in the property market.
Stuart unpacks the concept of Co-Living HMOs and explains why this strategy can be a game-changer for property investors.
Tune in to discover how Co-Living HMOs can offer substantial financial rewards, including maximising rental income and boosting your investment portfolio.
Resources In This Episode:
>> Stuart Scott [LinkedIn]
>> Stuart Scott [Website]
>> Petition: Make Financial Education Compulsory In All Schools From Primary Age
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Community
>> Join the WealthBuilders Academy
>> REGISTER HERE FOR ACCESS TO FREE RESOURCES
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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In this episode, we're diving deep into the world of home ownership, especially for first-time buyers in the UK.
Award-winning property investor, Andy Haynes joins us to unlock the secrets and strategies that can make your dream of owning a home a reality.
Discover the practical steps and insights that will guide you on your path to becoming a homeowner, even in today's competitive market.
Andy emphasises the importance of financial literacy and proactive planning when it comes to one of the most significant investments you'll make in your lifetime.
Plus, we'll discuss how teaching these principles to the next generation can shape a brighter financial future for all.
Tune in to gain practical insights, challenge conventional thinking, and embark on your journey towards home ownership.
Resources In This Episode:
>> Andy Haynes [LinkedIn]
>> Free Audio Sample: No More Rent: The First-Time Buyer's Key To Unlocking Home Ownership
>> No More Rent: The First-Time Buyer's Key To Unlocking Home Ownership [Amazon]
>> Petition: Make Financial Education Compulsory In All Schools From Primary Age
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Community
>> Join the WealthBuilders Academy
>> REGISTER HERE FOR ACCESS TO FREE RESOURCES
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
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Chris has played a pivotal role in expanding Sourced Property to over 200 franchisees, all while maintaining a strong focus on property and profit maximisation.
In this discussion, Chris shares his experiences in helping franchisees achieve financial freedom, a goal that deeply resonates with their purpose of securing the future for their children and grandchildren. He also offers a personal touch, reflecting on childhood memories and his family life with wife Bethany and their two boys, Rufus and Nat.
Chris underscores the significance of aligning family values with financial goals. He explores the potential of property investment as a tool for family wealth, emphasising the importance of empowering the next generation with financial knowledge and independence.
Tune in to this episode for a blend of personal anecdotes and expert advice on building and maintaining family wealth that stands the test of time.
Resources In This Episode:
>> Chris Kirkwood [LinkedIn]
>> Sourced [Website]
>> GoHenry [Website]
>> Birmingham Networking Meetup
>> Join the Waitlist – WealthBuilders for Families
Next Steps On Your Wealth Building Journey:
>> Join the WealthBuilders Community
>> Join the WealthBuilders Academy
>> REGISTER HERE FOR ACCESS TO FREE RESOURCES
If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
- Visa fler
