Accelerating Your Wealth

Rebecca Robertson - The Wealth Creation Coach
  • 4.9 (32)
  • INVESTING
  • UPDATED WEEKLY

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. It is a show designed to support real change for women and to accelerate their wealth. Your host, Rebecca Robertson, is a female independent financial adviser and wealth coach who is here to help you navigate your financial life. Want to find the perfect mix of past episodes for you? Take our quiz to get your perfect playlist to help you on your wealth journey: https://rebecca-jpk9bhtb.scoreapp.com/ As women, it can be a struggle to fit everything in! We know money's important, but where's the time!? This podcast is here to help. We get straight to the point. Talking openly, honestly and giving you some tips on how to help you with your money matters. As a busy mum, businesswoman and wife, Rebecca brings her own experience and truths to this podcast. Helping women master their finances one step at a time (and having a little fun along the way!). I believe that wealth should be for everyone, not just the ultra-wealthy! Join me on this journey of learning how to detach our money emotions and start to gain a wealth of knowledge and understanding on how to become financially secure and independent. Want to learn more about Rebecca and the podcast? Visit: https://rebeccarobertson.co.uk/podcast/

  1. Should You Invest or Reduce Debt? Financial Planning Tips for Professionals - Ask Becky Anything - Ep. 146

    6 DAYS AGO

    Should You Invest or Reduce Debt? Financial Planning Tips for Professionals - Ask Becky Anything - Ep. 146

    Should You Invest or Reduce Debt? Financial Planning Tips for Professionals - Ask Becky Anything - Ep. 146. In this episode of Accelerating Your Wealth, Rebecca Robertson answers audience questions on making smart financial decisions and planning for the future. Get practical insights on investing, mortgages and the uses of trusts for wealth protection. How to decide between paying into your pension, overpaying your mortgage or investing spare cash as a high-rate taxpayer Tax implications and benefits of pension contributions for employees and limited company owners Strategic considerations for paying off buy-to-let mortgages and building a property portfolio The different types of trusts and their uses for business owners and intergenerational wealth planning Key reasons to seek professional advice and the limits of generic financial guidance Chapters 00:00 Financial planning and investment advice 03:27 Mortgage strategies and investment advice 08:16 Introducing a complex topic 10:54 Understanding discretionary trusts basics 14:13 Trusts and inheritance tax planning 16:27 Financial advice and gifting strategies __________________________________________________________________ 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.

    18 min
  2. Women, Wealth and Identity: Building Tenacity Through Life's Financial and Neurodiversity Challenges - Ep. 145 Part 2

    27 APR

    Women, Wealth and Identity: Building Tenacity Through Life's Financial and Neurodiversity Challenges - Ep. 145 Part 2

    Women, Wealth, and Identity: Building Tenacity Through Life's Financial and Neurodiverse Challenges - Ep. 145 Part 2. Welcome to part 2 of this interview with Ruth Kudzi. In this insightful episode of Accelerating Your Wealth, you'll discover how internal beliefs and life transitions shape your approach to money and success. Rebecca Robertson dives into mindset shifts, barriers for women and practical strategies for navigating financial decisions. Barriers women face in business, career, and personal finance, and how to overcome them The power of self-awareness and reshaping your money mindset Breaking emotional spending cycles and building healthier financial habits Navigating neurodiversity and perimenopause while managing finances Steps to redefine identity and success as your circumstances and goals evolve Chapters 00:00 Networking and personal growth journey 03:08 Challenges for women in entrepreneurship 07:24 Overcoming societal and personal doubts 11:04 Changing perspectives on future planning 15:34 Building smart money habits 17:59 Discussing affirmations and self-identity 22:27 Money and happiness relationship 24:14 Meeting basic needs vs. finding purpose 29:15 Managing tasks with Google Calendar 33:25 Discussing neurodiversity needs 34:16 Understanding client communication needs 39:16 Seeking private medical help 41:05 Starting a new wellness journey 45:28 Considering coaching or leadership roles Connect with Ruth Kudzi Ruth Kudzi is the founder and CEO of Optimus Coach Academy where she trains individuals to become certified and accredited coaches and organisations in coaching skills. Ruth has been running her own coaching business for a decade having worked with 1000s of clients and is 1 of about 150 Master Certfiied Coaches (MCC) in the UK. She has over 30 years experience of studying Psychology and integrates Psychology into all that she does as a coach and trainer. Ruth is a best selling author, respected podcaster and established key note speaker who has been featured in a variety of places online including: Vogue, The Guardian, Women's Health, Forbes, Business Insider, Marie Claire. She is passionate about growth mindset and the fact that we're all able to change how we think, feel and act.  YouTube: https://www.youtube.com/@RuthKudzi Facebook: https://www.facebook.com/Ruthkudzi2/  Instagram: https://www.instagram.com/ruthkudzi/  LinkedIn: https://www.linkedin.com/in/ruthkudzi/  Podcast: https://podfollow.com/the-coaching-hub-podcast  ___________________________________________________________________ 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.

    47 min
  3. Money, Mindset and Identity: How Your Beliefs Shape Wealth and Business Success, with Ruth Kudzi - Part 1 - Ep. 145

    24 APR

    Money, Mindset and Identity: How Your Beliefs Shape Wealth and Business Success, with Ruth Kudzi - Part 1 - Ep. 145

    Money, Mindset and Identity: How Your Beliefs Shape Wealth and Business Success with Ruth Kudzi - Part 1 - Ep. 145. How does your self-image impact your financial success? In this episode, Rebecca Robertson talks to psychologist and coaching expert Ruth Kudzi about the real drivers behind your money mindset and practical steps to take control. How childhood beliefs and identity shape your approach to money The impact of people-pleasing and societal "shoulds" on business decisions Common limiting beliefs around money, numbers, and financial growth Practical steps for rewiring money habits and building financial confidence Navigating additional barriers such as neurodiversity and perimenopause in your wealth journey Chapters 00:00 Learning from early business mistakes 05:43 Staying true to your vision 11:03 Understanding business profitability 16:58 Discussing perceptions of wealth 22:11 Balancing work and personal life 27:36 Challenging entrepreneur stereotypes 34:43 Struggling with fitting in and change 38:36 Challenges of balancing work and family Connect with Ruth Kudzi Ruth Kudzi is the founder and CEO of Optimus Coach Academy where she trains individuals to become certified and accredited coaches and organisations in coaching skills. Ruth has been running her own coaching business for a decade having worked with 1000s of clients and is 1 of about 150 Master Certfiied Coaches (MCC) in the UK. She has over 30 years experience of studying Psychology and integrates Psychology into all that she does as a coach and trainer. Ruth is a best selling author, respected podcaster and established key note speaker who has been featured in a variety of places online including: Vogue, The Guardian, Women's Health, Forbes, Business Insider, Marie Claire. She is passionate about growth mindset and the fact that we're all able to change how we think, feel and act.  YouTube: https://www.youtube.com/@RuthKudzi Facebook: https://www.facebook.com/Ruthkudzi2/  Instagram: https://www.instagram.com/ruthkudzi/  LinkedIn: https://www.linkedin.com/in/ruthkudzi/  Podcast: https://podfollow.com/the-coaching-hub-podcast  ___________________________________________________________________ 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.

    39 min
  4. Navigating Pension Withdrawals, ISAs, and Divorce with Financial Clarity - Ep. 144

    17 APR

    Navigating Pension Withdrawals, ISAs, and Divorce with Financial Clarity - Ep. 144

    Navigating Pension Withdrawals, ISAs, and Divorce with Financial Clarity - Ep. 144. Get straightforward answers to your financial questions in this episode of Ask Becky Anything. Rebecca Robertson, independent financial advisor, tackles common money dilemmas with clear, practical answers. When it makes sense (and when it doesn't) to draw down your pension into an ISA before retirement The tax implications of taking your 25% pension lump sum and moving it into different investment wrappers Key changes to pension inheritance tax rules coming in April 2027 When to involve a financial advisor during the divorce process for optimal financial planning How financial disclosure and scenario planning can improve your outcome during major life transitions Chapters 00:00 Considering retirement drawdown options 03:53 Investment pots and tax implications 06:12 Discussing cash ISA and pension options 09:28 Planning financial scenarios for clients 12:43 Financial challenges of relocating --------------------------------------------------------------------------------------------------------------------------------- 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.

    14 min
  5. Why Menopause Impacts Your Finances and Steps to Take Control - Ep. 143

    10 APR

    Why Menopause Impacts Your Finances and Steps to Take Control - Ep. 143

    Why Menopause Impacts Your Finances and Steps to Take Control - Ep. 143. Money and menopause are more connected than many realise. In this episode, we uncover the hidden financial impacts menopause has on women's lives and careers. The real statistics behind job loss and missed promotions due to menopause symptoms Emotional spending and financial gaps women face during transition How to reevaluate your budget and joint finances for greater security Practical pension and investment tips to protect your future Strategies for managing work, health, and money through menopause and beyond Chapters 00:00 How menopause impacts women financially 03:24 Impact of menopause on women 09:08 Navigating menopause and life priorities 11:54 Planning finances during transitions 15:57 Daily prioritising and staying realistic 18:41 Wealth planner and journaling tips   --------------------------------------------------------------------------------------------------------------------------------- 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.

    20 min
  6. Pension Dilemmas After Divorce and Tips for Business Owners With Limited Contributions - Ep. 142

    3 APR

    Pension Dilemmas After Divorce and Tips for Business Owners With Limited Contributions - Ep. 142

    Pension Dilemmas After Divorce and Tips for Business Owners With Limited Contributions - Ep. 142. Welcome to this Ask Becky Anything episode of Accelerating Your Wealth, where your pressing pension and retirement questions get answered. This episode tackles real concerns about divorce, cash flow, and making your pension last. Pros and cons of drawing down pensions before 60 How lifestyle and pension pot size affect your financial security Strategies for business owners with limited cash flow to grow their pension The importance of regular, consistent investing for your future Building your business as an asset to supplement retirement income Chapter 00:00 Managing retirement income and expenses 05:34 Managing pensions and contributions 06:51 Building a sellable business model --------------------------------------------------------------------------------------------------------------------------------- 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.

    10 min
  7. Essential Rules for Money, Life and Wealth Management for Women with Kara Gammell - Ep. 141 Part 2

    30 MAR

    Essential Rules for Money, Life and Wealth Management for Women with Kara Gammell - Ep. 141 Part 2

    Essential Rules for Money, Life and Wealth Management for Women with Kara Gammell - Ep. 141 Part 2. In this two part episode of the Accelerating Your Wealth Podcast, personal finance expert Kara Gammell joins Rebecca Robertson to give practical, no-nonsense guidance on personal finance, insurance, and managing money with ADHD from this direct and insightful conversation. This episode breaks down real-life strategies, financial pitfalls, and proactive planning for women and families. The real impact of income protection, insurance, and emergency planning ADHD, executive function struggles, and practical hacks for better money management Teaching kids about money, opening junior ISAs and pensions, and financial education at home The unique financial challenges women face with divorce, menopause, and the gender pension gap Automating savings, fighting procrastination, and breaking the cycle of financial stress through simple, repeatable systems Connect with Kara Instagram: https://www.instagram.com/kara.gammell/?hl=en LinkedIn: https://www.linkedin.com/in/karagammell/ Kara Gammell is a personal finance and insurance expert at MoneySuperMarket. She's an award-winning financial journalist with nearly two decades of experience writing for national newspapers and magazines such as the Daily Telegraph, the Sunday Times, Good Housekeeping, the Metro, the Independent, the Guardian, the Observer, Marie Claire, the Sun and Cosmopolitan. Kara also regularly comments on consumer issues on TV, radio and podcasts such as BBC's Rip-off Britain, ITV News, BBC Moneybox, Wake Up to Money and Times Radio. Kara is the founder of a money-saving blog Your Best Friend's Guide to Cash, which promises to help you get more bang for your buck, no matter what your budget. She's also written two books. Her latest book, 'Bargain Hunter: East hacks and tips to save money every day' was published in January 2005.   Chapters 00:00 Discussing dad's health struggles 03:04 Coping with family challenges 07:33 Explaining home insurance basics 10:18 Importance of proper insurance planning 14:00 Planning your route with money 17:55 The 15-minute rule for tasks 19:44 Automating savings for simplicity 25:06 Identifying and understanding childhood triggers 29:03 Experiencing perimenopause symptoms 31:31 Struggling with school friendships 32:53 Getting help with financial planning 36:27 Challenges of menopause at work 41:15 Talking about parenting values 42:23 Considering a pension for my child 45:37 Auto enrollment pension changes 49:03 Teaching kids about money 53:01 Budgeting tips and food waste 56:25 Show outro and subscription request   --------------------------------------------------------------------------------------------------------------------------------- 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.

    57 min
  8. Essential Rules for Money, Life and Wealth Management for Women with Kara Gammell - Ep. 141 Part 1

    27 MAR

    Essential Rules for Money, Life and Wealth Management for Women with Kara Gammell - Ep. 141 Part 1

    Essential Rules for Money, Life and Wealth Management for Women with Kara Gammell - Ep. 141 Part 1. In this two part episode of the Accelerating Your Wealth Podcast, personal finance expert Kara Gammell joins Rebecca Robertson to break down the realities of managing joint finances, the emotional aspects of money and how women can protect their financial futures. Get practical tips, real-world insights, and straight talk about everything from divorce to unpaid work calculators. What's covered in this episode: The pros and cons of joint versus separate finances for couples Handling financial changes after major life events like divorce or having kids The hidden costs (and value) of unpaid work and how to calculate it The importance of financial transparency, protection, and planning for emergencies How to stay financially independent and secure, no matter your life choices Connect with Kara Instagram: https://www.instagram.com/kara.gammell/?hl=en LinkedIn: https://www.linkedin.com/in/karagammell/ Kara Gammell is a personal finance and insurance expert at MoneySuperMarket. She's an award-winning financial journalist with nearly two decades of experience writing for national newspapers and magazines such as the Daily Telegraph, the Sunday Times, Good Housekeeping, the Metro, the Independent, the Guardian, the Observer, Marie Claire, the Sun and Cosmopolitan. Kara also regularly comments on consumer issues on TV, radio and podcasts such as BBC's Rip-off Britain, ITV News, BBC Moneybox, Wake Up to Money and Times Radio. Kara is the founder of a money-saving blog Your Best Friend's Guide to Cash, which promises to help you get more bang for your buck, no matter what your budget. She's also written two books. Her latest book, 'Bargain Hunter: East hacks and tips to save money every day' was published in January 2005.   Chapters 00:00 "Curated Playlists for Fast Learning" 04:38 "Managing Joint Finances Effectively" 06:21 Managing Money in Relationships 09:57 "Split Bills Fairly Calculator" 14:57 Navigating Care and Backup Plans 18:29 Struggles of IVF and Work Choices 21:54 Freelancing to Stability Transition 23:21 "Opportunity, Careers, and Working Women" 26:57 Generous Financial Support in Relationship 31:43 "Open Conversations About Finances" 33:25 Partnered Financial Planning Tips 37:38 "Financial Preparedness in Crisis" 41:28 "Show Paused Until Monday"   --------------------------------------------------------------------------------------------------------------------------------- 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.

    42 min
See All (165)

4.9
out of 5
32 Ratings

About

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. It is a show designed to support real change for women and to accelerate their wealth. Your host, Rebecca Robertson, is a female independent financial adviser and wealth coach who is here to help you navigate your financial life. Want to find the perfect mix of past episodes for you? Take our quiz to get your perfect playlist to help you on your wealth journey: https://rebecca-jpk9bhtb.scoreapp.com/ As women, it can be a struggle to fit everything in! We know money's important, but where's the time!? This podcast is here to help. We get straight to the point. Talking openly, honestly and giving you some tips on how to help you with your money matters. As a busy mum, businesswoman and wife, Rebecca brings her own experience and truths to this podcast. Helping women master their finances one step at a time (and having a little fun along the way!). I believe that wealth should be for everyone, not just the ultra-wealthy! Join me on this journey of learning how to detach our money emotions and start to gain a wealth of knowledge and understanding on how to become financially secure and independent. Want to learn more about Rebecca and the podcast? Visit: https://rebeccarobertson.co.uk/podcast/

Information

  • Creator
    Rebecca Robertson - The Wealth Creation Coach
  • Years Active
    2015 - 2026
  • Episodes
    165
  • Rating
    Clean
  • Copyright
    Rebeccarobertsonevo ©copyright 2021
  • Show Website
    Accelerating Your Wealth

You Might Also Like