The Ultimate FD Podcast

95% of the popuation will NEVER achieve financial independence - HERE'S WHY...

In this episode of Millionaire Money Matters, I'm joined by the renowned wealth expert, published author, and international speaker Kevin Whelan, director of Wealth Builders 💰

Over the past decade, Kevin has guided entrepreneurs, business owners, and employees on their journeys toward financial independence and creating generational wealth.

He's not only a wealth advisor but a pensions expert who understands how to create, manage, and pass on wealth to future generations 👧🏻👦🏻

Prepare to be inspired by his insights on achieving financial security, avoiding common pitfalls, and building a legacy.

This is a powerful episode packed with practical knowledge - let's dive in! 🚀

You can find out more about Kevin right here: 👉🏻 https://www.wealthbuilders.co.uk/ufd

And via his social channels linked below:

https://www.facebook.com/kevinjwhelan1

https://www.linkedin.com/in/kevinjwhelan/

https://www.instagram.com/wealthbuilderstogether/

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👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit

👉🏻 FOUR-PART TAX TALK SERIES: Most entrepreneurs pay far too much tax or spend too much time worrying about the wrong things.

This is why we created the Tax Talks Series: From Start to Sell. This is a must-listen for any entrepreneur to understand all the challenges they will face from a tax perspective as they go on their entrepreneurial journey. Click here to go to the Tax Talks Series to gain access to the four-part series FREE OF CHARGE: https://www.ultimatefd.co.uk/tax-talks

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/

TOP LESSONS LEARNT IN 2024! 🚀 This year has been a year packed with invaluable experiences, from scaling businesses and teams to balancing the joys and challenges of family life, becoming a best-selling author, and achieving greater financial freedom than ever before 🤯 It's been a ride! 🎢 In this week's episode of the UFD podcast, I'm sharing with you my top 10 lessons from this year, covering everything from strategic business growth to personal insights that have shaped my journey 🙏🏻 Whether you're looking for motivation, wisdom, or practical advice to elevate your own path, these lessons are here to help you skip the trial and error and reach success faster 🚀 Grab a pen, get ready to take some notes, and let's dive into the lessons that made 2024 an unforgettable year 🤩 I hope you enjoy this episode as much as I enjoyed recording it! 🙌🏻

👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit

👉🏻 FOUR-PART TAX TALK SERIES: Most entrepreneurs pay far too much tax or spend too much time worrying about the wrong things. This is why we created the Tax Talks Series: From Start to Sell. This is a must-listen for any entrepreneur to understand all the challenges they will face from a tax perspective as they go on their entrepreneurial journey. Click here to go to the Tax Talks Series to gain access to the four-part series FREE OF CHARGE: https://www.ultimatefd.co.uk/tax-talks

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/

WELCOME TO OUR VERY FIRST MAGIC MOMENTS EPISODE! ✨

In these shorter form episodes, we're going to share with you a top tip, a hack, a money matter, a wealth building strategy, wealth wisdom, something that's going to fundamentally change the way you think and give you the motivation to go and make some change throughout your day 🙌🏻

This is a shorter form snippet taken from one of our longer form episodes in the hope that you can take this high value activity, increase your wealth, increase the profit in your business, take something that's actually going to make you more productive, allow you to work less in your business, continue to build wealth and build a business of value.

In our very first serving of Magic Moments, I'm diving into some game-changing lessons I picked up during my seven-figure summer this year 💰

I'm sharing behind the scenes of the rollercoaster of business cycles, especially that tough "dip" we all hit as entrepreneurs. I'll share how to push through when things get tough. And I've got some solid strategies that'll help you ride these business waves like a pro.

Tune in to learn how you can stick with it and keep pushing forward! 🚀

Did you enjoy this Magic Moment? Click here to listen to the full episode.

From Concerned to Total Confidence 🤩

In this episode, I'm joined by my long-standing client, Dr. Michael Taylor - a multi-award-winning property investor and former GP who has shifted his focus entirely to property 🏘️

Dr. Taylor shares his transformative journey, moving from feeling concerned and anxious about his business finances to gaining complete control and confidence in his numbers 🙌🏻

Now, he's confidently scaling his profitable HMO portfolio and guiding his family just 18 months away from their dreams of financial freedom 💰

If you're someone who tends to shy away from the numbers, this episode is for you.

Learn how to shift from worry to clarity, take control, and uncover the power that comes with truly understanding your finances 🚀

Tune in and enjoy the journey! 🗺️

You can find out more about Michael and follow him on his social channels right here: Michael's links and socials.

WHILE YOU ARE HERE 👇🏻

👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit

👉🏻 FOUR-PART TAX TALK SERIES: Most entrepreneurs pay far too much tax or spend too much time worrying about the wrong things.

This is why we created the Tax Talks Series: From Start to Sell. This is a must-listen for any entrepreneur to understand all the challenges they will face from a tax perspective as they go on their entrepreneurial journey. Click here to go to the Tax Talks Series to gain access to the four-part series FREE OF CHARGE: https://www.ultimatefd.co.uk/tax-talks

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/

SMALL HABITS, BIG TAX SAVINGS: Six Tax Mantras for Entrepreneurs 💰

In this episode of Tax Talks, we're exploring how the small, daily habits you build can have a huge impact on your finances - especially when it comes to taxes! 🙌🏻

Just as with wealth and health, transforming your tax outcomes doesn't require massive changes; it's about making consistent, strategic adjustments 📊

We'll cover the six tax habits and mindsets that successful entrepreneurs are using right now to save significantly.

Whether you're looking to optimise your tax strategy or simply keep more of what you earn, these six tax mantras can help you do just that 👌🏻

Tune in, adopt these habits, and get ready to SAVE on your next tax bill.

I hope you enjoy!

👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit

👉🏻 FOUR-PART TAX TALK SERIES: Most entrepreneurs pay far too much tax or spend too much time worrying about the wrong things.

This is why we created the Tax Talks Series: From Start to Sell. This is a must-listen for any entrepreneur to understand all the challenges they will face from a tax perspective as they go on their entrepreneurial journey. Click here to go to the Tax Talks Series to gain access to the four-part series FREE OF CHARGE: https://www.ultimatefd.co.uk/tax-talks

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/

THE HIDDEN GEM OF ACCOUNTING AND HOW IT CAN MAXIMISE YOUR PROFITS 🚀💰

As Charlie Munger said, "Without numerical fluency, you're like a one-legged man in an ass-kicking contest."

Let that sink in... 👇🏻

In this week's episode of the UFD podcast, we dive into technical accounting - specifically, one of the most basic yet fundamental concepts: accrual-based accounting.

NOW, DON'T SWITCH OFF! ⬇️

Understanding this concept is essential for gaining financial clarity, evaluating your business's true performance, and scaling profitably 📈

If you're an entrepreneur looking to level up your financial knowledge and ensure your business thrives in the long run, this episode is for you 🙌🏻

Without grasping these timeless concepts, you'll struggle with your numbers and scaling, always chasing profit and tax solutions 😵‍💫 I hope you enjoy! 🥳 👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit 👉🏻 FOUR-PART TAX TALK SERIES: Most entrepreneurs pay far too much tax or spend too much time worrying about the wrong things. This is why we created the Tax Talks Series: From Start to Sell. This is a must-listen for any entrepreneur to understand all the challenges they will face from a tax perspective as they go on their entrepreneurial journey. Click here to go to the Tax Talks Series to gain access to the four-part series FREE OF CHARGE: https://www.ultimatefd.co.uk/tax-talks 👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/

SEVEN FIGURE SUMMER: TOP 5 SALES LESSONS! 💰

In the last 12 weeks, I've been involved in over £1.5 million worth of sales, and in this episode, I'm sharing my top five lessons learned from this whirlwind journey 🤯

Whether you're gearing up for a sales campaign or already deep in the trenches, these lessons will help you refine your approach 🙌🏻

By applying these strategies, you'll level up your sales game, make a tangible impact on your bottom line, and save both time and money 👌🏻

Tune in to discover how to get the most out of your efforts and achieve powerful results!

I hope you enjoy this episode 🎙️

👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit

👉🏻 FOUR-PART TAX TALK SERIES: Most entrepreneurs pay far too much tax or spend too much time worrying about the wrong things.

This is why we created the Tax Talks Series: From Start to Sell. This is a must-listen for any entrepreneur to understand all the challenges they will face from a tax perspective as they go on their entrepreneurial journey. Click here to go to the Tax Talks Series to gain access to the four-part series FREE OF CHARGE: https://www.ultimatefd.co.uk/tax-talks

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/

How Anybody Can Make a Million the Smart Way

Most entrepreneurs believe the path to wealth is through growing their business and increasing their income. But often, the more they earn, the more they spend. In reality, the key to wealth isn't about earning more—it's about keeping more of what you make.

In this episode, I'm joined by personal finance expert, financial coach, multi-million-pound investor, and YouTube sensation, Mr. Huw Davies. Hugh became financially independent in 2016 by living frugally, spending well below his means, and focusing on saving, rather than simply growing income.

We'll take you behind the scenes to talk about smart money management, saving, and the strategies that helped Huw create a seven-figure net worth. Tune in for high-value lessons on how to build wealth the smart way.

Enjoy the episode!

👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit

👉🏻 FOUR-PART TAX TALK SERIES: Most entrepreneurs pay far too much tax or spend too much time worrying about the wrong things.

This is why we created the Tax Talks Series: From Start to Sell. This is a must-listen for any entrepreneur to understand all the challenges they will face from a tax perspective as they go on their entrepreneurial journey. Click here to go to the Tax Talks Series to gain access to the four-part series FREE OF CHARGE: https://www.ultimatefd.co.uk/tax-talks

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/

Marriage, Divorce, Kids, Death, and Taxes: A Special Episode of Tax Talks 💸

In this very special episode of Tax Talks, we're diving into some of life's key events - marriage, divorce, kids, death - and their tax implications.

Whether you're starting a new chapter or navigating a tough situation, understanding the tax benefits and strategies can make a BIG difference.

We discuss 👇🏻

➡️ How to minimise taxable earnings as a married couple ➡️ What you need to know about inheritance tax ➡️ The advantages of having kids from a tax perspective ➡️ How to protect your wealth during a divorce

I'm joined by my good friend and Chartered Tax Advisor, Mr. Tej Gill, to help guide you through these important topics.

This episode is highly engaging and filled with practical advice. Grab your pen and paper - let's dive right in! ✍🏻

👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit

👉🏻 FOUR-PART TAX TALK SERIES: Most entrepreneurs pay far too much tax or spend too much time worrying about the wrong things.

This is why we created the Tax Talks Series: From Start to Sell. This is a must-listen for any entrepreneur to understand all the challenges they will face from a tax perspective as they go on their entrepreneurial journey. Click here to go to the Tax Talks Series to gain access to the four-part series FREE OF CHARGE: https://www.ultimatefd.co.uk/tax-talks

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/

10 Years, 10 Lessons: A Decade in Entrepreneurship 🚀🙌🏻

In this episode, I'm going to share with you the highs, the lows, and all the invaluable lessons I've learned over my last 10 years as an entrepreneur- almost to the day.

Whether you're just starting out or have been in the game for a while, these lessons can help you avoid the same mistakes I made and speed up your journey to success 📈

Get ready for a value-packed episode with real insights that could change your trajectory as an entrepreneur.

Grab a pen and paper because these lessons will have a lasting impact on your business and life ✍🏻

I hope you enjoy! 🎉

👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit

👉🏻 FOUR-PART TAX TALK SERIES: Most entrepreneurs pay far too much tax or spend too much time worrying about the wrong things.

This is why we created the Tax Talks Series: From Start to Sell. This is a must-listen for any entrepreneur to understand all the challenges they will face from a tax perspective as they go on their entrepreneurial journey. Click here to go to the Tax Talks Series to gain access to the four-part series FREE OF CHARGE: https://www.ultimatefd.co.uk/tax-talks

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/