Accelerating Your Wealth

Accelerating Your Wealth

By Rebecca Robertson - The Wealth Creation CoachBusinessEntrepreneurshipInvesting
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Accelerating Your Wealth episodes

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

    What changes financially when relationships get serious, children arrive and one person starts carrying more of the long-term cost?

    This week Rebecca is joined by Liz Harrington, founder of Family Flow: The Divorce Collective and author of Money, Marriage & Motherhood: How NOT To Get F*cked Over. They talk about the money conversations couples often avoid, why financial independence matters before and during a relationship, and how choices around marriage, children, work and childcare can shape a woman's finances for years.

    They explore cohabitation and the lack of protection many unmarried couples assume they have, how prenups can be used as a practical conversation rather than a threat, the long-term financial impact of stepping back from work, and why unpaid caring responsibilities still matter when pensions and assets are divided later.

    In The Weekly Edit, Rebecca also shares her own frightening experience of attempted bank fraud, looks at why money is making some younger men hesitant about marriage, and discusses why a 50-50 split in divorce does not always create an equal financial future.

    In this episode:

    ● Why financial independence matters before marriage, motherhood and major relationship decisions

    ● Cohabitation, the protection unmarried couples may not have and why agreements matter

    ● How to approach prenups as a shared financial conversation rather than planning for failure

    ● Why avoiding conversations about money can store up much bigger problems later

    ● The career, pension and earning impact of motherhood, childcare and stepping back from work

    ● Why the contribution of a stay-at-home or lower-earning partner still has financial value

    ● The financial red flags Liz sees repeatedly, including control around money

    Chapters:

    00:00 The Weekly Edit

    10:02 Money, Marriage & Motherhood with Liz Harrington

    16:59 Why Liz wrote the book and the conversations she wants couples to have

    18:35 Cohabitation, legal protection and financial independence

    22:31 Prenups and the money conversations couples avoid

    31:26 Why money problems and control can push relationships towards divorce

    35:20 Motherhood, career breaks and the financial penalty

    44:28 Childcare, flexible work and the long-term cost of stepping back

    53:16 Financial independence, relationships and knowing when to walk away

    01:00:07 Pensions, divorce and the value of unpaid care

    01:03:59 Financial red flags, coercive control and money

    01:07:38 Money, Marriage & Motherhood: the waitlist and final advice

    Divorce Without Financial Regret webinar: https://evolutionfinancialplanning.co.uk/divorce-without-financial-regret/

    Get The Edit: Rebecca's weekly newsletter

    https://preview.mailerlite.io/forms/1977165/175302754404664375/share

    Watch and listen:

    YouTube: https://www.youtube.com/@rebeccarobertsonifa

    Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c

    Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147

    Liz Harrington:

    Liz Harrington helps women avoid getting financially f*cked over by love, and for those who already have, she helps them rebuild. Over fourteen years, Liz has coached hundreds of women through financial trauma, often after relationship and marriage breakdown. As Founder of Family Flow: The Divorce Collective, she has seen firsthand what happens when couples never have the deeper conversations about money, and how much life changes over time, especially once kids arrive.

    Her book, Money, Marriage & Motherhood: How NOT To Get F*cked Over, brings those conversations forward to help women and couples build safety, independence and a fairer, more trusting partnership before resentment sets in and before life makes decisions neither person chose. It is not about doom and it is not anti-men. It is about teamwork, honesty and never starting from zero.

    Join the Money, Marriage & Motherhood waitlist: https://go.lizharrington.uk/marriage-money-motherhood-waitlist

    Website: https://www.lizharrington.uk/

    Facebook: https://www.facebook.com/lizharringtonuk/

    Instagram: https://www.instagram.com/lizharringtonuk/

    TikTok: https://www.tiktok.com/@lizharringtonuk

    LinkedIn: https://www.linkedin.com/in/lizharringtonuk/

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    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.

    1 hr 14 min
  • The Cost of Silence: Why Couples Need to Talk About Money | Ep 169

    Why can money be one of the hardest things to talk about with the person you share your life with?

    This week Rebecca looks at the cost of staying silent about money in relationships, from hidden debt and secret spending to unequal household costs, conflicting money values and the resentment that can build when couples avoid difficult conversations.

    She explores why our upbringing can shape the way we think and talk about money, how financial control can become a warning sign in a relationship, and how to approach a difficult conversation without turning it into an accusation or argument.

    Rebecca also shares the five money conversations every couple should be having: what financial security means to each of you, how household costs are divided, your shared goals, whether you are adequately protected and how changing life stages can affect both partners financially.

    In this episode:

    ● Why couples can find money harder to talk about than other personal subjects

    ● How upbringing, values and previous experiences shape the way we approach money

    ● Hidden debt, secret spending and the idea of financial infidelity

    ● Financial control, coercion and why some money conversations need to be approached carefully

    ● How to start a difficult money conversation without blame or accusation

    ● Why 50-50 is not always the fairest way to divide household costs

    ● The five money conversations couples should be having regularly

    Chapters:

    00:00 The Weekly Edit

    06:56 The Cost of Silence: Why Couples Need to Talk About Money

    11:40 Why money is still a taboo subject

    16:25 Financial infidelity, hidden debt and secret spending

    21:10 How to start difficult money conversations

    25:45 Splitting household costs fairly

    29:35 Shared goals, protection and financial security

    32:45 The cost of staying silent

    Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK

    Watch and listen:

    YouTube: https://www.youtube.com/@rebeccarobertsonifa

    Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c

    Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147

    Divorce Without Financial Regret webinar:

    https://evolutionfinancialplanning.co.uk/divorce-without-financial-regret/

    Get The Edit: Rebecca's weekly newsletter

    https://preview.mailerlite.io/forms/1977165/175302754404664375/share

    ----------------------------------------------------------------------------

    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.

    34 min
  • How ADHD Can Mess With Your Money: Impulse Spending, Admin & the ADHD Tax | Ep 168

    Does money admin disappear from your brain the moment it is out of sight? Do you put off opening an email, forget a renewal or buy something for the quick dopamine hit and wonder later why you wanted it?

    This week Rebecca is joined by Katie Mansey for a practical conversation about the ways ADHD and other neurodivergent traits can affect money, from impulse spending and avoiding financial admin to working memory, shame and the hidden costs of forgetfulness.

    Rebecca and Katie share examples from their own lives, including missed insurance admin, piles of paperwork, online shopping baskets and the systems they use to make things easier. They also look at how neurodiversity can affect confidence at work, asking for pay rises or charging appropriate fees.

    The conversation finishes with simple ways to work with your brain rather than against it: automating what you can, making money visible, using separate pots, scheduling a regular money date and getting support when you need it.

    In this episode:

    ● How ADHD, dyslexia and autism can affect working memory, routines and financial admin

    ● The "ADHD tax": missed renewals, forgotten subscriptions, late payments and other hidden costs

    ● Why shame, overwhelm and avoidance can make money tasks harder to deal with

    ● Impulse spending, dopamine and using a cooling-off period before buying

    ● How neurodiversity can affect confidence at work, pay rises and what you charge

    ● Practical ways to automate money, use separate pots and make finances more visible

    ● Money dates, accountability, body doubling and other ways to build support around you

    Chapters:

    00:00 The Weekly Edit: budget speculation, CGT, savings and F.I.R.E (Financial Independence, Retire Early)

    10:20 How ADHD can mess with your money

    17:11 The ADHD tax, missed admin and financial shame

    23:34 Impulse spending and the dopamine hit

    32:17 Avoiding financial admin and putting things off

    37:23 The hidden costs of forgetfulness

    45:07 Undervaluing yourself at work

    48:58 Hyperfocus on today instead of future-you

    49:28 Automating your money and creating separate pots

    52:42 Making money visible

    56:52 Building a support team and using body doubling

    Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK

    Watch and listen:

    YouTube: https://www.youtube.com/@rebeccarobertsonifa

    Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c

    Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147

    ADHD and neurodivergent women: https://evolutionfinancialplanning.co.uk/financial-advice-for-neurodivergent-women/

    Get The Edit: Rebecca's weekly newsletter

    https://preview.mailerlite.io/forms/1977165/175302754404664375/share

    ----------------------------------------------------------------------------

    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.

    1 hr 1 min
  • Resting Bitch Face: What Are You Missing Out On? Confidence, Money & First Impressions | Ep 167

    Have you ever looked at someone on the school run and thought they looked a bit unfriendly, only to discover they were just as intimidated by you?

    This week Rebecca is joined by Katie Mansey, her client manager of eight or nine years and new regular co-host, for a conversation about first impressions, confidence, money and the people we surround ourselves with.

    It starts with the school run and the assumptions we make about other women. Rebecca talks about withdrawing when she feels uncomfortable, while Katie shares her experience of being bullied at school. They discuss how those feelings can follow us into adulthood, sometimes affecting whether we speak up, ask for a pay rise or put ourselves forward for an opportunity.

    They also get into recognising your own achievements, questioning the limits you put on yourself and the part other people can play in your success. And there is plenty of chat about asking for help, poo picking and the everyday things that take up more time than you realise.

    In this episode:

    · First impressions, resting bitch face and why we might misread one another

    · How experiences at school can affect confidence later in life

    · Why self-doubt can influence pay rises, promotions and other money decisions

    · What it means to recognise your own achievements and question your financial ceiling

    · How the people around you can affect the choices you make

    · Working in a way that makes the most of your strengths, and asking for help when you need it

    · Making time for what matters to you, from work to home and the horses

    Chapters:

    00:00 Introducing Katie, Rebecca's new co-host

    04:03 Relationships, money and why your network matters

    09:45 Resting bitch face, first impressions and the school run

    13:20 How self-doubt affects confidence, careers and money

    21:30 Financial ceilings and recognising your own success

    26:00 Working smarter, building your team and asking for help

    38:00 Freeing up time and headspace for what matters

    42:20 The Weekly Edit, investing and generational wealth

    Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK

    Watch and listen:

    YouTube: https://www.youtube.com/@rebeccarobertsonifa

    Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c

    Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147

    ----------------------------------------------------------------------------

    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.

    52 min
  • Why I'm Changing the Podcast: Money, Relationships and Showing Up as Yourself

    Sometimes showing up means doing it in your jim jams, with a cup of tea and a Highland cow mug.

    This episode of Accelerating Your Wealth is a little different. Rebecca is recording from home, without the London studio, the polished setup or everything looking perfect. And that is partly the point.

    After experimenting with a more produced version of the podcast, Rebecca talks about why the show is shifting again, what she has learned from the past year, and why she wants to bring more real-life conversations back into it.

    The theme for the next few months is relationships: our relationship with money, with ourselves, with our partners and with the people around us.

    In this episode:

    • Why Accelerating Your Wealth is moving away from the polished studio format

    • What Rebecca learned from trying to make the podcast look and feel more "professional"

    • Why showing up imperfectly can sometimes be more useful than waiting until everything is right

    • What the Summer Reset taught Rebecca about the conversations people engage with

    • The new focus on relationships, money and the psychology behind both

    • What is coming up around divorce, relationships and money later this year

    • Why Rebecca is still working on her own money mindset after 26 years in financial services

    • The financial "ceiling" we can place on ourselves without realising it

    • Dreaming bigger, and working out what success actually looks like for you

    • Why books, learning and Rebecca's own experiences will become a bigger part of the show

    • A look back at the podcast, its back catalogue and some of the episodes listeners continue to return to

    Timestamps:

    00:00 Welcome, the jim jams and what is changing 04:19 Showing up when everything isn't perfect 08:41 Why the London studio format stopped working 12:10 Bringing more of "Becky with a cup of tea" back to the podcast 15:46 Relationships, money and what's coming next 20:04 Divorce, books and working on your relationship with money 23:59 Money ceilings, dreaming bigger and defining success 27:54 What Rebecca is learning now and what's coming up on the show

    Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK

    Watch and listen:

    YouTube: https://www.youtube.com/@rebeccarobertsonifa

    Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c

    Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147

    The podcast might look a little different from here, but the aim is the same: real conversations about money, the things that affect how we deal with it, and what we can learn along the way.

    And if Rebecca sometimes turns up in her jim jams with a cup of tea, that's part of it too.

    32 min
  • Breaking Money Taboos: The Conversations Women Need to Have

    Name a powerful woman with money from your childhood. A role model from the films and stories you grew up with. The only one we could come up with was Cruella de Vil, a villain who wanted to turn puppies into a coat. Every other story gave us princesses waiting to be rescued.

    This is the final episode of our Summer Reset, the 6-part summer series where Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach.

    In this episode:

    • Why money is still a taboo subject for so many women, and what the silence costs
    • The other side of it: male pride, and the £5,000 credit card that never gets mentioned
    • Where the "women are bad with money" story comes from, and how recent that history really is
    • Money blocks: the beliefs running quietly in the background before you can question them
    • The Cruella de Vil problem, and what happens when your only wealthy female role model is a villain
    • What we honestly think when we see a woman who is visibly wealthy, and why the reaction isn't about her
    • Women, inheritance and the wealth transfer ahead
    • The questions to start asking yourself, beginning with "what would happen financially if..."

    Timestamps:

    00:00 Cold open and welcome 00:59 Why is money still taboo for women? 01:37 Male pride and the debt nobody mentions 02:04 The history: how recently money wasn't ours 03:24 Money blocks and where they come from 04:17 Cruella de Vil and the role model problem 06:56 What we really think when we see a wealthy woman 08:36 Women, inheritance and the wealth transfer ahead 10:30 The questions to start asking yourself

    Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK

    Watch and listen:

    YouTube: https://www.youtube.com/@rebeccarobertsonifa Spotify: Listen on Spotify Apple: Listen on Apple Podcasts

    That's the Summer Reset complete. All 6 episodes are available now, and there's a back catalogue of over 100 episodes waiting whenever you need it. Thank you for spending your summer with us.

    15 min
  • Life Events That Shape Women's Wealth and How to Plan for Them - Summer Reset Series

    Her husband was the main breadwinner. He walked out on the Friday. By Monday she was staring at the bank accounts thinking, what do I do now? That happened to a client the week this episode was recorded.

    This is episode 5 of our Summer Reset, the 6-part summer series where Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach.

    Career breaks, motherhood, divorce, caregiving, bereavement, menopause. These events are rarely in the plan, and they are often the very things that make the biggest dent in women's wealth.

    In this episode:

    • The practical first steps when a relationship ends suddenly, starting with an account in your own name
    • Why splitting bills 50/50 doesn't work when one partner earns considerably more
    • What happens to maintenance when a child turns 18, and why so many mums aren't ready for it
    • Motherhood, career breaks and how the wealth gap quietly compounds
    • Why surplus income in the full-earning years buys you choices later
    • Financial coercion: the red flags and where to find proper support
    • The financial date night, and keeping money conversations regular rather than confrontational
    • The £2,880 pension contribution for non-earners, topped up to £3,600 by tax relief
    • Caring for elderly parents, wills, powers of attorney and the April 2027 inheritance tax changes
    • Rebuilding afterwards, and the clients living on their own terms with a pension in their own name

    Timestamps:

    00:00 Cold open and welcome 01:34 The life events that shape women's finances 02:47 When the breadwinner walks out: what to do first 04:08 Divorce, settlements and what 50/50 really means 05:31 Maintenance, and the cliff edge at 18 09:18 Motherhood, career breaks and the wealth gap 14:35 Using surplus income while you have it 17:17 Financial coercion and where to get help 17:39 The financial date night 20:06 The £2,880 pension rule for non-earners 21:40 Caring for parents, inheritance tax and powers of attorney 24:03 Rebuilding after divorce

    If anything in this episode resonates and you need support, Surviving Economic Abuse has excellent guidance: survivingeconomicabuse.org

    Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK

    Watch and listen:

    YouTube: https://www.youtube.com/@rebeccarobertsonifa Spotify: Listen on Spotify Apple: Listen on Apple Podcasts

    Next week is the final episode of the Summer Reset: breaking money taboos, the conversations women need to have.

    29 min
  • From Striving to Thriving: Turning Income into Long-Term Wealth

    Rebecca's son gets a pound for every dojo point he earns at school. Last week he asked to buy one of his squishy dumpling toys, and she said yes, with your own money. His whole face changed.

    We adults are no different. When spending has no connection to anything real, we just keep spending.

    This is episode 4 of our Summer Reset, the 6-part summer series where Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach.

    In this episode:

    • The 3-month bank statement audit, and why a highlighter is your best financial tool
    • Subscription creep, including the 3 Netflix screens nobody in the house was using
    • Teaching children the value of money, and why the same principle works on adults
    • The Money Multiplier calculator: what your daily coffee actually costs over 5 years
    • Why the people who got wealthier own assets, and how the rest of us are marketed into spending
    • The signs you're ready to move from managing money to a proper wealth strategy
    • Business owners: company pension contributions, relevant life cover and what happens if you can't work
    • Income protection versus critical illness cover, and the claim that won't pay out
    • Katie's cousin, widowed at 34, and the life policies that let her keep her home
    • Your 12-month thriving plan: what to review, automate, stop and learn

    Timestamps:

    00:00 Cold open and welcome 04:07 The bank statement audit and subscription creep 05:25 Dojo points, dumplings and teaching the value of money 06:47 The Money Multiplier: what your coffee really costs 10:33 How wealthy people play a different game 13:11 Signs you're ready for a wealth strategy 14:00 Business owners: pensions, protection and sick pay 14:39 Income protection vs critical illness cover 17:48 Katie's cousin and why protection matters 19:19 Your 12-month thriving plan

    Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK

    Watch and listen:

    YouTube: https://www.youtube.com/@rebeccarobertsonifa Spotify: Listen on Spotify Apple: Listen on Apple Podcasts

    New episodes of the Summer Reset drop every Friday through the summer. Next week: the life events that shape women's wealth and how to plan for them.

    24 min
  • Property, Protection and Power: The Foundations of Women's Wealth

    "He always told her, you'll be sorted." Then he died. They weren't married, and there was no evidence he had ever added her to his pension.

    This is episode 3 of our Summer Reset, the 6-part summer series where Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol, Independent Financial Adviser and Money Coach.

    This one covers the places where women who feel financially fine are actually deeply vulnerable, and it ends with a practical checklist you can work through this week.

    In this episode:

    • Why having all your wealth in property is riskier than it feels, and the client with three properties and no pension
    • House prices rose about 200% in 25 years. What happens if the next 25 don't repeat it?
    • Overpaying the mortgage versus investing, and how to actually decide
    • The partner who was told "you'll be sorted", and why promises are not protection
    • "It's all in my husband's name", and the client using his fingerprint to find out what they owned
    • Why the default parent needs protecting too, and what it would cost to replace everything they do
    • Life cover, income protection and critical illness: knowing what you actually have
    • The financial housekeeping checklist, best done with a friend, cake and a glass of wine

    Timestamps:

    00:00 Cold open and welcome 03:58 Is property still the safest bet? 07:26 House prices, landlords and the 200% question 12:26 Overpay the mortgage or invest? 13:27 All your eggs in the property basket 16:55 "It's all in his name" and the access problem 18:50 Protecting the default parent 20:51 Life cover, income protection and critical illness 23:09 The financial housekeeping checklist

    Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK

    Watch and listen:

    YouTube: https://www.youtube.com/@rebeccarobertsonifa Spotify: Listen on Spotify Apple: Listen on Apple Podcasts

    New episodes of the Summer Reset drop every Friday through the summer. Next week: from striving to thriving, turning income into long-term wealth.

    ---------------------------------------------------------------------------------------------------------------------------------

    Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa & https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook :https://www.facebook.com/RebeccaRobertsonwealth www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice.

    28 min
  • Why Women Earn and Save but Still Struggle to Build Wealth

    Two clients in the same week. One earned £25,000 a year, the other £120,000. By the end of every month, both had nothing left. This is episode 2 of our Summer Reset, the 6-part summer series with my Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach. This one unpacks the gap between earning money and building wealth: lifestyle inflation and where the pay rise really goes, the social media comparison trap, the play money principle that makes a plan actually stick, why so many women feel investing is like putting money on a roulette wheel, and the cash flow forecast that showed one client her money could last 5 or 6 years longer. Chapters: 00:00 Cold open and welcome 02:38 Where does all the money go? The £120,000 client 04:09 The comparison trap and social media 12:01 Play money and money coaching 15:57 Cash flow planning and tax-free allowances 17:18 The beliefs holding women back from investing 21:50 Busting the time myth and the pension birthday Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK Listen on your favourite platform: Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147 New episodes of the Summer Reset drop every Friday through the summer. Next week: property, protection and power, the foundations of women's wealth. #AcceleratingYourWealth #WomenAndMoney #Investing #SummerReset #LifestyleInflation

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    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.

    29 min

About Accelerating Your Wealth

From the publisher's feed

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.

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