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Build It. Protect It. Keep It. — Wealth Strategies Every Investor Should Know
Episode 70: Build It. Protect It. Keep It. — Wealth Strategies Every Investor Should Know With Kevin Whelan of Wealth Builders
In this episode, I'm joined by Kevin Whelan from Wealth Builders to talk about something that doesn't get nearly enough attention… not just how to build wealth, but how to protect it and, crucially, how to keep it in the family.
Because let's be honest—most investors focus heavily on making money, but far fewer have a clear plan for what happens next. And without that plan, a lot of that hard-earned wealth can slowly (or quickly!) disappear.
Kevin shares some incredibly practical insights around structuring your finances properly, thinking long-term, and creating what he calls a "family wealth fortress"—a framework designed to protect your assets, create certainty, and pass wealth down efficiently to future generations.
We also get into the detail around pensions—particularly SSAS structures—and why they can be such a powerful tool for investors who want more control over their money. If you've ever felt frustrated by the limitations of traditional pension models, this will really open your eyes to what's possible.
Along the way, we talk about the importance of building multiple income streams (not just for growth, but for resilience), the evolving landscape around inheritance tax, and how to start thinking more strategically about legacy planning—without it feeling overwhelming or overly complex.
This is one of those conversations that has the potential to completely shift how you think about wealth—not just as something you build, but something you design, protect, and pass on with intention.
What we cover in this episode:
We explore why having multiple income streams isn't just a "nice to have", but a critical part of creating financial certainty—especially in an uncertain world.
We break down some of the key considerations around inheritance tax, including recent changes and what they might mean for you as an investor.
Kevin explains how SSAS pensions work, why they offer significantly more control than traditional structures, and how investors are using them in practice.
We also introduce the concept of the "family wealth fortress", and how this kind of thinking can help you protect assets and create a long-term legacy.
And importantly, we touch on how to start putting all of this into action—without needing to overhaul everything overnight.
If you'd like to learn more about commercial property investing…
If you're looking to build income, create long-term wealth, and take more control over your financial future through commercial property, you can find more training, resources and upcoming events at: www.suzicarter.com
Connect with Kevin and Wealth Builders:
If this episode resonates, Kevin and the team at Wealth Builders share a huge amount of valuable content around financial education, pensions, and wealth strategy. You can connect with them here:
Podcast Link: https://www.wealthbuilders.co.uk/suzicarter-23-3-25
Kevin's LinkedIn: https://www.linkedin.com/in/kevinjwhelan/
Website: https://www.wealthbuilders.co.uk/ Facebook: https://www.facebook.com/WealthbuildersUK Instagram: https://www.instagram.com/wealthbuilderstogether/ LinkedIn: https://www.linkedin.com/company/wealthbuilderstogether YouTube: https://www.youtube.com/@wealthbuildersuk
View all episodes
By Suzi CarterEpisode 70: Build It. Protect It. Keep It. — Wealth Strategies Every Investor Should Know With Kevin Whelan of Wealth Builders
In this episode, I'm joined by Kevin Whelan from Wealth Builders to talk about something that doesn't get nearly enough attention… not just how to build wealth, but how to protect it and, crucially, how to keep it in the family.
Because let's be honest—most investors focus heavily on making money, but far fewer have a clear plan for what happens next. And without that plan, a lot of that hard-earned wealth can slowly (or quickly!) disappear.
Kevin shares some incredibly practical insights around structuring your finances properly, thinking long-term, and creating what he calls a "family wealth fortress"—a framework designed to protect your assets, create certainty, and pass wealth down efficiently to future generations.
We also get into the detail around pensions—particularly SSAS structures—and why they can be such a powerful tool for investors who want more control over their money. If you've ever felt frustrated by the limitations of traditional pension models, this will really open your eyes to what's possible.
Along the way, we talk about the importance of building multiple income streams (not just for growth, but for resilience), the evolving landscape around inheritance tax, and how to start thinking more strategically about legacy planning—without it feeling overwhelming or overly complex.
This is one of those conversations that has the potential to completely shift how you think about wealth—not just as something you build, but something you design, protect, and pass on with intention.
What we cover in this episode:
We explore why having multiple income streams isn't just a "nice to have", but a critical part of creating financial certainty—especially in an uncertain world.
We break down some of the key considerations around inheritance tax, including recent changes and what they might mean for you as an investor.
Kevin explains how SSAS pensions work, why they offer significantly more control than traditional structures, and how investors are using them in practice.
We also introduce the concept of the "family wealth fortress", and how this kind of thinking can help you protect assets and create a long-term legacy.
And importantly, we touch on how to start putting all of this into action—without needing to overhaul everything overnight.
If you'd like to learn more about commercial property investing…
If you're looking to build income, create long-term wealth, and take more control over your financial future through commercial property, you can find more training, resources and upcoming events at: www.suzicarter.com
Connect with Kevin and Wealth Builders:
If this episode resonates, Kevin and the team at Wealth Builders share a huge amount of valuable content around financial education, pensions, and wealth strategy. You can connect with them here:
Podcast Link: https://www.wealthbuilders.co.uk/suzicarter-23-3-25
Kevin's LinkedIn: https://www.linkedin.com/in/kevinjwhelan/
Website: https://www.wealthbuilders.co.uk/ Facebook: https://www.facebook.com/WealthbuildersUK Instagram: https://www.instagram.com/wealthbuilderstogether/ LinkedIn: https://www.linkedin.com/company/wealthbuilderstogether YouTube: https://www.youtube.com/@wealthbuildersuk