The Ultimate FD Podcast

Joshua Keegan
  • 4.9 (18)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

ULTIMATE FD PODCAST

  1. 3 DAYS AGO

    MAGIC MOMENTS: From Gut Instinct to Data-Driven - Mastering Strategic Decision Making

    Welcome back to another episode of Magic Moments ✨ In this engaging episode, I give indispensable advice for entrepreneurs striving to elevate their business strategy and profitability. With a deep focus on decision-making processes, business modeling, and wealth creation, I unravel methods that empower business leaders to streamline operations, enhance predictability, and build businesses with high exit potential. These strategies are designed to help entrepreneurs move away from gut-based decisions towards data-driven choices aligned with strategic objectives and end goals. Throughout this episode, I discuss the importance of creating a systematic approach to decision-making that minimizes chaos and positions businesses for high-value exits, emphasizing how structured future forecasts and strategic planning can streamline annual business operations, resulting in high-margin, self-sustained enterprises.  This episode deeply explores how strategic planning not only improves midterm outcomes but also enhances the overall value proposition of a business to prospective buyers.   Did you enjoy this Magic Moment? Click here for the full episode.

    9 min

  2. 6 DAYS AGO

    #209 - The Dark Side of Profit

    In this episode of the Ultimate FD Podcast, I delve into the often unspoken challenges of building a profitable business. With only a small percentage of entrepreneurs achieving high margins and substantial wealth, I explore the "dark side of profit," where uncomfortable yet essential actions can transform the financial health of a business.  Drawing from my own experiences with clients, I shed light on five critical rules that entrepreneurs must follow to increase profitability and secure a prosperous future. I stress the importance of making sure "the house always wins," where the business consistently triumphs in negotiations and decision-making processes. Listeners are encouraged to embrace the power of saying "no for now" to unnecessary expenditure and to practice humility by getting "better not bitter" when faced with sunk costs.  Insights reveal that only salmon swim upstream, urging business owners to recognize declining markets and adapt accordingly. I also challenge the notion that "bigger is always better," advising entrepreneurs to leverage their existing resources effectively and keep the focus on profit over size.  This episode weaves in anecdotes and personal experiences to underscore the transformative effects of these strategies on business profitability. 👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit  👉🏻 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/  GET THE PODCAST RESOURCES: Click the link below to access our exclusive resources and downloads. 👉 https://forms.gle/mt974m946KA5QpjM7  Note: To ensure secure access via our professional UFD portal, you will be prompted to sign in with a Google account. Once signed in, your downloads will be available immediately!

    38 min
  3. MAGIC MOMENTS: Explosive Team Growth Without Breaking the Bank

    4 FEB

    MAGIC MOMENTS: Explosive Team Growth Without Breaking the Bank

    WELCOME TO MAGIC MOMENTS ✨ We dive into a practical conversation about building wealth and scaling businesses. Discover UFD's "Right Person, Right Role, Right Price" strategy for building effective teams without burdening overheads. Learn from my journey of expanding a business team of eight using cost-effective, pay-as-you-go contracts.  I'm giving you practical tips for optimising roles and reducing expenses ultimately saving thousands monthly, while enhancing business efficiency. Tune in now to gain insights into strategic business growth and financial wisdom. Did you enjoy this Magic Moment? Click here to listen to the full episode.

    6 min

  4. 1 FEB

    #208 - Sebastien Page - 500 Billion Dollars Under Management

    In this riveting episode of the Ultimate FD Podcast, I welcome finance maestro and leadership psychology author, Sebastian Page. This episode takes you on a journey through the world of high-stakes financial decision-making while unraveling the intertwined themes of stress management, resilience, and high performance. You gain insights into how these factors play crucial roles in both entrepreneurship and top-tier investment management. Sebastian delves deep into the psychological facets of leadership within the financial realm, offering invaluable advice for entrepreneurs navigating stress-fueled challenges in their businesses. A critical highlight of the conversation is the exploration of the Yerkes-Dodson Law, which illustrates the relationship between stress levels and optimal performance.  We also cover the importance of maintaining a balanced approach to sleep, diet, and exercise, showcasing how these fundamental pillars support mental resilience and boost long-term success. Sebastian also shares practical strategies to cultivate positive relationships and harness a growth mindset, underscoring their importance in achieving career fulfillment and personal happiness. 👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit  👉🏻 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/

    59 min

  5. 28 JAN

    MAGIC MOMENTS: Unlocking Tax Secrets: The Power of Partnerships in Property Investment

    Welcome back to another episode of Magic Moments ✨ In this MM episode Tej and I dive into the intricacies of stamp duty and its implications on business partnerships. Packed with practical tips and strategic advice, this episode sheds light on the nuances of transferring property assets into a limited company and reveals why this strategy might be particularly advantageous for partnerships. Throughout the episode, Tej and I explore the specifics of stamp duty land tax (SDLT) relief and its application to partnerships transitioning to limited companies. "We've had it with a father and son car garage," highlighting real-world cases where this strategy has been successfully implemented.  The discussion not only clarifies complex legislative terms but also offers compelling insights for property and business owners who are looking to reduce their taxable profits effectively. The conversation also uncovers why such reliefs are limited to partnerships and not extended to sole traders, providing a comprehensive understanding of the current tax landscape for businesses.   Did you enjoy this Magic Moment? Click here for the full episode.

    6 min

  6. 25 JAN

    #207 - Tax Talks - 10 Tips to Minimise Your Self - Assessment Tax Bill (Before the Deadline)

    In this episode of the Ultimate FD Podcast, I am joined by esteemed Chartered Tax Advisor, Tej Gill, to discuss essential tips for minimizing personal tax bills for the year 2026. As the deadline for self-assessment submissions to HMRC approaches, this episode provides strategic advice that can help listeners save significant amounts on their tax bills, whether they are new entrepreneurs or seasoned business owners.  We delve into 10 actionable tips that include utilizing marriage allowances, claiming training course deductions, and managing capital gains effectively. This engaging conversation seeks to make often daunting financial matters accessible and actionable, enhancing listeners' tax-planning prowess. Throughout the episode, we emphasize critical tax-saving strategies such as making sure to account for all benefits in kind, utilizing the marriage allowance effectively, and ensuring that training courses are correctly documented for deductions.  We also detail the importance of accurately reporting capital gains and navigating property-related expenses. By covering essential topics in finance and tax, they offer listeners valuable insights that not only aim to save money but also encourage more organized and strategic financial planning.  Coupled with expert advice, this episode is a valuable resource for anyone looking to optimize their tax submissions before the deadline or prepare better for the upcoming tax year.   👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit  👉🏻 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/

    43 min

  7. 21 JAN

    MAGIC MOMENTS: Mastering Partnerships: Tax Savings Secrets You Never Knew Existed

    Welcome back to another episode of Magic Moments ✨ In this enlightening episode listeners are given a deep dive into the intricacies of Stamp Duty Land Tax (SDLT) and how it pertains to partnerships and incorporated businesses. Joined by expert Tax Accountant, Tej Gill, the episode explores financial strategies that can significantly impact the wealth-building journey of property business owners and other entrepreneurs. The conversation centers on understanding how SDLT relief applies to business incorporations, particularly those transitioning from a partnership to a limited company. Tej illuminates scenarios where partnerships can leverage tax advantages, like the case of a father-son car garage or couples in property businesses. The episode unpacks why this relief exists specifically for partnerships, and not sole traders, offering insights into possible historical or regulatory reasons. Listeners will find valuable knowledge about the requirements and potential pitfalls of claiming SDLT relief, such as the necessity of being registered as a partnership with HMRC and understanding partnership law dating back 135 years. Tej provides practical advice for those managing business portfolios, like ensuring proper documentation and HMRC registration to avoid tax liability headaches. Did you enjoy this Magic Moment? Click here for the full episode.

    6 min

  8. 18 JAN

    #206 - The Turnaround Blueprint

    In this episode of the Ultimate FD Podcast, I delve into critical strategies for transforming businesses facing financial difficulties. This episode is dedicated to entrepreneurs who may be operating at a loss, breaking even, or aiming to elevate their profitable enterprises to even higher levels.  I underscore the necessity of strategic decisions to convert a struggling business into a high-performance, high-margin, and valuable entity. I introduce the "Turnaround Blueprint," a six-step process designed to help business owners achieve financial stability and growth. We discuss gaining clarity on business performance, removing hindering elements (clouds) that cloud judgment, assessing the market for viability, and convincing oneself of the business's potential. The final steps focus on engaging in necessary conversations and maintaining consistency in applying the devised strategies.  This episode emphasised the importance of creating a durable business model that leverages high margins over mere revenue growth. 👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit  👉🏻 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/

    33 min
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4.9
out of 5
18 Ratings

About

ULTIMATE FD PODCAST

Information

  • Creator
    Joshua Keegan
  • Years Active
    2022 - 2026
  • Episodes
    290
  • Rating
    Clean
  • Copyright
    © 2022
  • Show Website
    The Ultimate FD Podcast

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