The Ultimate FD Podcast

⚡ NEW EPISODE ALERT ⚡IT'S NOT YOU, IT'S ME 🚀

THE ART OF THE SHAREHOLDER'S AGREEMENT

Get ready for an essential revelation: every business partnership has an expiration date. Whether it's with your best friend, family member, or spouse, the end is inevitable. But here's the twist: you hold the reins on how it concludes. Will it be a messy breakup, tarnishing the relationship and leaving bitterness? Or will you proactively define the terms in advance, ensuring a seamless transition and preserving partnership integrity? The key? A shareholders agreement - an indispensable document outlining how all eventualities will be managed. Join us in this enlightening episode with Chartered Tax Accountant Mr. Tej Gill as we delve into the significance of shareholder agreements, their components, and the setup process. Whether you're embarking on a new partnership or already knee-deep in one, it's never too late to establish this vital framework. Don't miss out on bonus tips for setting up your shareholders agreement and take proactive strides to safeguard your business relationships.

Listen to this episode to:

🚀 Understand why every business partnership needs a shareholders' agreement to avoid messy breakups and protracted negotiations 🚀 Learn from a tax expert how to set up a shareholders agreement and what key elements it should include 🚀 Discover the importance of proactive planning and how a shareholders' agreement can save you from years of headaches and disputes

Don't wait until it's too late - take action now to protect your business partnerships with a shareholders agreement. By having clear terms in place, you can avoid unnecessary conflict and ensure a more harmonious future for your business.

👉 FOUR PART TAX TALK SERIES NOW LIVE! FOUR PART 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. Go to https://www.ultimatefd.co.uk/tax-talks to gain access to the four part series FREE OF CHARGE.

👉 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/

⚡ NEW EPISODE ALERT ⚡ 🚀

🎙️ Raising Financially Savvy Kids: Lessons from the Nomad Parent 🧒💰

Are you concerned about your children's financial future? Meet Julie Talbot, a Nomad, property investor, and entrepreneur, who has instilled invaluable money-making lessons and habits in her kids from a young age. In this eye-opening episode, Julie shares the six key lessons she taught her children and the habits they've adopted to become financially literate and savvy at just 11 years old. From investing in Bitcoin to understanding wealth and money, Julie's approach has empowered her kids to navigate the world of finance with confidence.

Tune in to discover the tangible impact these lessons have had on Julie's children and learn how you can implement similar strategies to set your kids up for financial success from an early age.

Listen to this episode to:

🚀Learn the six crucial lessons for raising financially savvy kids and instilling money-making habits. 🚀Understand how to empower your children to become financially literate and stable from a young age. 🚀Discover the tangible impact of teaching financial literacy to children and the long-term benefits it brings.

Investing in your children's financial education is one of the most valuable gifts you can give them. By teaching them the fundamentals of money management and investing, you're laying the foundation for a secure and prosperous future. 📝

Are you interested in travelling whilst growing your propety business? Get Julie's checklist for expats, digital nomads and travellers who want to grow their property portfolio, whilst maintaining location freedom ... aka without having to fly back to the UK!

Click here to get yours: https://mailchi.mp/julietalbot/3stepstofreedom

👉 FOUR PART TAX TALK SERIES NOW LIVE! FOUR PART 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. Go to https://www.ultimatefd.co.uk/tax-talks to gain access to the four part series FREE OF CHARGE.

👉 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/

👉 Need help with your forecast for 2024/25 (deadline 31st March) go to ultimatefd.co.uk/contact

Just how much money is enough for you?

How much money do you actually need?

Are you working tirelessly towards arbitrary targets without a clear understanding of what "enough" truly means for you?

In this transformative episode, we delve deep into the pivotal question: How much money is enough?

Without clarity on this crucial aspect, you risk chasing elusive goals that hold little meaning for you.

It's time to gain crystal-clear clarity on your financial aspirations and build your business backward to achieve them.

By the end of this episode, you'll discover practical strategies to determine what "enough" looks like for you this year, and how to align your business goals accordingly.

Listen to this episode to:

🚀 Gain clarity on the concept of "enough" and its significance in your entrepreneurial journey 🚀 Learn practical techniques to determine your financial goals and build your business backward to achieve them 🚀 Understand the transformative impact of defining ""enough"" on your mindset, success, and fulfilment as an entrepreneur

Don't settle for arbitrary targets - define what "enough" means for you and build your business to achieve it.

By aligning your efforts with your true financial aspirations, you'll propel yourself to a new level of entrepreneurial excellence and fulfilment 💡

👉 FOUR PART TAX TALK SERIES NOW LIVE! FOUR PART 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. Go to https://www.ultimatefd.co.uk/tax-talks to gain access to the four part series FREE OF CHARGE.

👉 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/

Want to see behind the scenes of how I operate... 👀

It's time to share my drawings strategy for 2024! 🚀

In this highly anticipated episode, we invite you to step inside our minds, businesses, and personal lives to understand exactly how to craft a drawing strategy for the upcoming year.

Many entrepreneurs view drawing strategy as an afterthought which leads to: 😔 Overdrawn director's loan accounts 😔 Excessive tax burdens

In this episode we are shifting the narrative by by emphasising the importance of thoughtful planning from DAY ONE.

Together with our tax accountant Tej Gill we meticulously craft a drawing strategy for the year ahead... We give you our insights along with a logical framework that you can to apply to your own circumstances! 👌🏻

This episode is NOT to be missed - it's a pivotal moment in your journey towards financial mastery and tax efficiency 💸

Join us for an exclusive peek behind the curtain as we delve into the intricacies of drawing strategy for 2024 👀

Listen to this episode to: 🚀 Gain a deep understanding of drawing strategy and its significance in optimising tax efficiency 🚀 Learn the thought process and logic behind crafting a drawing strategy tailored to your unique circumstances 🚀 Discover practical tips and strategies to implement your drawing strategy from day one and avoid unnecessary tax burdens

Do not leave your drawing strategy to chance - take proactive steps NOW to plan for tax efficiency and financial success from the outset.

Tune in and absorb the insights shared in this episode to gain the tools and knowledge you need to navigate your financial journey with confidence! 💼

👉 FOUR PART TAX TALK SERIES NOW LIVE! FOUR PART 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. Go to https://www.ultimatefd.co.uk/tax-talks to gain access to the four part series FREE OF CHARGE.

👉 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/

⚡ NEW EPISODE ALERT ⚡£250M SALES, PROFITABLE MARKETING SPEND, 500% RETURNS 🚀

Behind the Scenes with Marketing Expert Ben Smith

Join us for a game-changing episode where we unravel the mysteries of paid marketing and reveal its potential to skyrocket your business's sales and profits. While many entrepreneurs shy away from paid marketing, fearing it's a gamble with no return, the truth is, when executed with strategy and structure, paid marketing can be one of the most lucrative tools in your arsenal. In this enlightening conversation, marketing expert Ben Smith shares insights from over a decade of experience, demystifying the paid marketing process and equipping you with the strategies needed to achieve £250 million worth of sales.

Learn how to turn every pound invested into a £10 return and unlock the keys to achieving millions in sales for your business.

Listen to this episode to:

🚀Discover the strategies and structures needed to transform paid marketing into a profitable asset for your business. 🚀Learn how to navigate the complexities of paid marketing and achieve significant returns on your investment. 🚀Gain insights from a marketing expert with over a decade of experience, and unlock the secrets to explosive business growth through paid marketing.

Don't let fear hold you back from leveraging the power of paid marketing. Tune in, absorb the insights, and start implementing the strategies shared in this episode to see immediate results in your business.🎧

👉 FOUR PART TAX TALK SERIES NOW LIVE! FOUR PART 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. Go to https://www.ultimatefd.co.uk/tax-talks to gain access to the four part series FREE OF CHARGE.

👉 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/

RETIRED AT 33 - How to Achieve Financial Independence FOR LIFE

In this episode, you'll hear how Josh Keegan, a.k.a. Ultimate FD, went from an employee with absolutely zero business experience at the age of 24 to becoming a successful entrepreneur.

Josh started, scaled, systemized and sold a business and whilst simultaneously building a property portfolio that after applying the Financial Fortress Blueprint allowed him to reach financial independence and retire at the age of 33.

Josh explains what it takes to go on a journey from absolutely nothing to the top of the property entrepreneur pyramid. He has achieved something that very few people in their lives will achieve, which is the ability to have a Financial Fortress that creates passive income that exceeds your living costs and for the rest of his life, he'll be able to live off the steam.

Josh discusses the joy he's had in providing for his family and knowing that for the rest of his life, his financial independence is secured.

Do not miss this episode, it's one of the good ones! Josh as always has fantastic insight.

I hope you enjoy.

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⚡ NEW EPISODE ALERT ⚡THE THREE QUESTIONS 🚀

Make 2024 your BEST Year on Record

Are you ready to make 2024 your most successful financial year yet? While many entrepreneurs may have already lost sight of their objectives for the year, there's still time to turn your aspirations into reality. In this pivotal episode, we unveil the Three Questions you MUST answer to set yourself up for unprecedented success in the new financial year.

Listen to this episode to:

🚀Discover the essential questions that will guide you towards your best financial year on record. 🚀Learn how to transition from aspiration to achievement by setting clear objectives. 🚀Equip yourself with the tools and mindset needed to turn your goals into tangible results.

By answering the Three Questions outlined in this episode, you'll lay the foundation for a year filled with unprecedented financial success. It's time to turn your dreams into actionable plans and make 2024 your best year on record. 📝

👉 FOUR PART TAX TALK SERIES NOW LIVE! FOUR PART 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. Go to https://www.ultimatefd.co.uk/tax-talks to gain access to the four part series FREE OF CHARGE.

👉 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/

👉 Need help with your forecast for 2024/25 (deadline 31st March) go to ultimatefd.co.uk/contact

⚡ NEW EPISODE ALERT ⚡TAX TALKS - THE DIRECTOR'S LOAN ACCOUNT 🚀

Get ready for a pivotal episode of Tax Talks that could redefine your understanding of business finances. Join us as we delve into the intricacies of the Director's Loan Account—a critical aspect that can either bring heaven or hell to your business, depending on how effectively it's managed. With potential hefty fines and tax implications looming, it's crucial for entrepreneurs to grasp the nuances of this account.

In this enlightening episode, chartered tax advisor Mr. Tej Gill joins us to unravel the complexities of the Director's Loan Account, offering invaluable insights for high-performing entrepreneurs. 🙌

Listen to this episode to:

🚀Understand the significance of the Director's Loan Account and its impact on your business's financial health. 🚀Explore the nuances and intricacies associated with this account to avoid costly fines and tax surprises. 🚀Gain essential insights to effectively manage and optimize the Director's Loan Account for business success.

For entrepreneurs striving for financial excellence and high performance, understanding the Director's Loan Account is paramount. Don't miss this opportunity to gain invaluable insights that can safeguard your business from unnecessary financial risks and propel it towards success.

👉 FOUR PART TAX TALK SERIES NOW LIVE! FOUR PART 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. Go to https://www.ultimatefd.co.uk/tax-talks to gain access to the four part series FREE OF CHARGE.

👉 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/

👉 Need help with your forecast for 2024/25 (deadline 31st March) go to ultimatefd.co.uk/contact

⚡ NEW EPISODE ALERT ⚡TWO DECADES OF ENTREPRENEURSHIP, UNLOCKING HIDDEN PROFITS, OWNING A NICHE 🚀

Behind the Scenes with Leon Rothera

Join us for an insightful episode as we dive into two decades of entrepreneurial wisdom with our VIP special guest, Mr. Leon Rothera. With 20 years of entrepreneurial experience under his belt, Leon has scaled one of the UK's top catering companies, surpassing competitors by uncovering hidden margins and dominating a lucrative niche market. In this candid conversation, Leon shares invaluable insights on finding profitability within your business, mastering metrics, scaling for success, and the realities of high-performance entrepreneurship.

From morning routines to navigating challenges, this episode is filled with pearls of wisdom from a seasoned entrepreneur. 🙌

Listen to this episode to:

🚀Learn how Leon Rothera scaled his catering company and identified a niche with high margins and low competition. 🚀Gain insights into the details and metrics that drive business success and profitability. 🚀Explore the realities of being a high-performance entrepreneur, including morning routines and overcoming challenges.

Whether you're seeking to uncover hidden margins in your business, identify a profitable niche, or understand the realities of high-performance entrepreneurship, this episode provides invaluable insights to propel your entrepreneurial journey forward.

👉 FOUR PART TAX TALK SERIES NOW LIVE! FOUR PART 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. Go to https://www.ultimatefd.co.uk/tax-talks to gain access to the four part series FREE OF CHARGE.

👉 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/

👉 Need help with your forecast for 2024/25 (deadline 31st March) go to ultimatefd.co.uk/contact

⚡ NEW EPISODE ALERT ⚡ EXPLOSIVE GROWTH, 7 FIGURE DEALS, POWERFUL PARTNERSHIPS🚀

Behind the Scenes with Mark & Martin Pow

In this captivating episode, I'm joined by the Pow brothers, who, over the past six or seven years, have not only worked together but have recently turbocharged their growth, supercharged their portfolio, and ridden the rocket of success. What makes their journey even more awe-inspiring is that, initially, they navigated their path with no financial clarity, relying on simple tools like paper and a whiteboard. Now, not only have they achieved their portfolio goals, but they also boast financial clarity, a dedicated finance team, and a transformative shift in their approach to numbers🙌

Listen to this episode to:

🚀 Gain valuable insights into supercharging growth and building multimillion-pound portfolios. 🚀 Explore the dynamics of a powerful partnership and learn how to establish and nurture one. 🚀 Understand the transformational impact of gaining financial clarity, especially in the midst of rapid growth.

The Pow brothers have been successfully working together for the last six years, achieving remarkable growth and expanding their portfolio in the last two years. More recently they have transitioned from financial ambiguity to establishing financial clarity and a dedicated finance team. We hope your enjoy the lessons learned!

👉 FOUR PART TAX TALK SERIES NOW LIVE! FOUR PART 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. Go to https://www.ultimatefd.co.uk/tax-talks to gain access to the four part series FREE OF CHARGE.

👉 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/

👉 Need help with your forecast for 2024/25 (deadline 31st March) go to ultimatefd.co.uk/contact This episode is a must-listen for anyone aspiring to understand the intricacies of operating at an elevated level, creating multimillion-pound portfolios, fostering powerful partnerships, and gaining financial clarity in the face of rapid expansion.