The Ultimate FD Podcast

Joshua Keegan
  • 4.9 (18)
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ULTIMATE FD PODCAST

  1. #224 - Dan Madge - How to De-risk £33M of Property Developments

    2 DAYS AGO

    #224 - Dan Madge - How to De-risk £33M of Property Developments

    In this episode, I sit down with Dan Madge, a trailblazing property developer who has successfully scaled his operations into multi-million pound developments.  Dan shares his inspiring journey from personal fitness to property mogul, driven by a strategic pivot to affordable housing in South Wales. This episode is a must-listen for anyone interested in risk management, advanced business modeling, and sustainable growth in property development. Through his unique approach, Dan has managed to balance significant enterprise growth while minimizing risk, making his model both efficient and resilient against market fluctuations. Exploring key strategies that helped him transform and de-risk his property business, Dan Madge offers an in-depth look into business partnerships and the importance of aligning with ethical collaborators. With a solid focus on providing affordable housing, Dan reveals how he navigates the challenges of property development, ensuring stability and profitability amidst economic uncertainty.  This episode delves into his actionable insights on maintaining longevity in business partnerships, interpreting financial data for business expansion, and leveraging smart work practices over hard work alone for overcoming the typical challenges faced by property developers. 👉🏻 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/  👉🏻 DOWNLOAD THE AUDIOBOOK OF SMALL BUSINESS, BIG PROFIT HERE: https://www.audible.co.uk/pd/Small-Business-Big-Profit-Audiobook/

    53 min
  2. Overnight Success? The Myth and Reality of Financial Freedom

    6 DAYS AGO

    Overnight Success? The Myth and Reality of Financial Freedom

    Welcome back to another episode of Magic Moments ✨ In this episode I speak to Joe O'Connor to explore transformative approaches to wealth building, productivity, and personal development. From challenging the use of the word "try" to a deep dive into Joe's invaluable life philosophies, this conversation provides listeners with motivational strategies for turning failures into successes.  Listeners are treated to profound discussions on the significance of honesty, integrity, and fairness, properties that form the cornerstone of Joe's personal and professional life. By examining the frameworks within Joe's Pathfinder program and reflecting on historical lessons and experiences, the conversation illuminates how failure and introspection can foster success.   This episode is a must-listen for those looking to fortify their mindset, improve efficiency, and pave their way to new opportunities in both business and personal life. Did you enjoy this Magic Moment? Click here for the full episode.

    12 min
  3. #223 - AI for the Rest of Us - 7 Tools to Increase your Margins

    17 MAY

    #223 - AI for the Rest of Us - 7 Tools to Increase your Margins

    In this episode of the Ultimate FD Podcast, I share seven AI tools I am running inside Ultimate FD right now to save time and increase margins without rebuilding how the business operates. I am not an AI expert or a coder. What I am is a finance professional who has spent the past year testing these tools in a real business, failing on some of them, and landing on what has made a genuine difference to the bottom line. On marketing, I walk through how I moved away from AI-generated copy that reads as obviously artificial and instead brought in a consultant to build a custom language model trained on ten years of my own LinkedIn posts. I also cover Whisper Flow, a tool that sits above every application on a Mac and converts speech to text instantly, and how pairing it with Gmail lets me write a professional email in under a minute. For finance and delivery, I cover Sift Reporting, which pulls data from Xero automatically and produces AI-generated summaries that clients can question through a built-in chatbot. I also walk through using Claude to run cash flow analysis, turning downloaded financial reports into usable insight in minutes rather than half a day of manual work. This episode is for finance professionals, business owners, and anyone managing a team who wants a straight account of where AI is saving real money and time right now. Everything covered here can be acted on immediately. 👉🏻 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/  👉🏻 DOWNLOAD THE AUDIOBOOK HERE: https://www.audible.co.uk/pd/Small-Business-Big-Profit-Audiobook/B0GJT8Q63B

    30 min
  4. MAGIC MOMENTS: The 80-Year Harvard Study that Reveals the Key to a Happier Life

    13 MAY

    MAGIC MOMENTS: The 80-Year Harvard Study that Reveals the Key to a Happier Life

    Welcome back to another episode of Magic Moments ✨ In this engaging episode Sebastien Page and I delve into wealth-building strategies and personal development insights, inspired by a notable Harvard study. The discussion emphasizes the importance of nurturing positive relationships, not only to bolster self-reported happiness and mental health but also to enhance physical well-being over the long term.  Sebastien Page highlights a crucial finding from an 80-year Harvard study led by Robert Wallinger, revealing that positive relationships are the key determinant of lifelong happiness and health.  The episode provides actionable strategies for individuals to navigate challenges effectively, prioritize impactful relationships, and optimize their personal and professional lives for sustainable success. Did you enjoy this Magic Moment? Click here for the full episode.

    9 min
  5. #222 - Tax Talks - Die with Zero Inheritance Tax - Advanced Trusts

    10 MAY

    #222 - Tax Talks - Die with Zero Inheritance Tax - Advanced Trusts

    In this episode of The UltimateFD Podcast, I sit down with Tej, a specialist tax adviser, to examine how business owners can use trusts to protect family wealth from inheritance tax across generations. Recent Labour government changes have brought pensions into the inheritance tax charge and pushed capital gains tax rates higher. Tej notes that over half the UK population now faces some level of IHT liability from rising property values alone, which makes early planning especially relevant for business owners who have built up substantial assets. We go through what a trust actually is: a separate legal entity with no owner, meaning assets held inside it never sit in anyone's personal estate and never attract inheritance tax on death. Tej explains the three parties involved: the settler who creates and funds it, the trustee who manages it (and can be the same person as the settler), and the beneficiary, who cannot also be the settler. We also cover the practical mechanics, including how a family investment company with different share classes can freeze the current valuation of a property portfolio and direct all future growth into trust-held shares that remain permanently outside any personal estate. Tej walks through the 10-year charge on trust assets above £325,000, the 45% income tax rate on trust income, and why starting this process early (by gifting shares into a trust every seven years) produces far better results than leaving it to a will. This episode is for any business owner with a property company, a trading business, or meaningful personal assets who has not yet thought seriously about where that wealth lands on death. Tax planning should not drive your decisions, but leaving the structure too late will cost far more than getting it right now. 👉🏻 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/  👉🏻 DOWNLOAD THE AUDIOBOOK HERE: https://www.audible.co.uk/pd/Small-Business-Big-Profit-Audiobook/B0GJT8Q63B

    57 min
  6. MAGIC MOMENTS: The $2 Million Blueprint - Turning 100 Waitlist Signups into Startup Funding

    6 MAY

    MAGIC MOMENTS: The $2 Million Blueprint - Turning 100 Waitlist Signups into Startup Funding

    Welcome back to another episode of Magic Moments ✨ In this episode of the UFD Podcast, I explore the insights behind successfully launching minimal viable products (MVPs) with special guest Anya Cheng. Known for her expertise in product management, Cheng dismantles common misconceptions about MVPs, providing actionable steps for budding entrepreneurs. This episode delves into how Cheng's company began with a simple hypothesis, moved through testing, and evolved into a thriving business model by raising significant venture capital. Cheng provides a step-by-step guide on how to use MVPs effectively to validate hypotheses, illustrated with her own journey in launching a fashion rental service. She recounts stories of creative customer acquisition strategies, leveraging community networks, and the surprisingly powerful impact of grassroots marketing. By emphasizing genuine customer interaction and constant feedback, Cheng's story highlights the importance of adaptability and personal engagement in building a successful business.  Aspiring entrepreneurs and seasoned business owners alike will find valuable takeaways in Cheng's real-world experiences and keen insights. Did you enjoy this Magic Moment? Click here for the full episode.

    9 min
  7. EP#221 - Katie Harvey - High performance, Burnout, Success, Morning Routines

    3 MAY

    EP#221 - Katie Harvey - High performance, Burnout, Success, Morning Routines

    In this episode of the Ultimate FD Podcast, I sit down with Katie Harvey, founder of Breathe Blueprint, to discuss the pervasive issue of burnout among high-performing entrepreneurs. Katie provides practical insights into how entrepreneurs can combat chronic stress and maintain a balanced and sustainable lifestyle. The conversation centers around success hangovers, the importance of daily habits, and the collective impact of brief, committed changes to lifestyle and work patterns. Throughout the episode, Katie sheds light on some of the critical challenges faced by high achievers, such as maintaining consistent productivity and the risks of burnout. She emphasizes the need to establish micro habits and the immense benefits these can have on one's productivity and mental well-being.  Listeners are offered actionable tips, including adopting recovery tactics, optimizing energy through nutrition, and establishing alignment between mind and body through movement. This episode is a must-listen for anyone seeking to enhance both their personal and professional lives without falling into the pitfalls of burnout. 👉🏻LEARN MORE ABOUT BREATHE BLUEPRINT HERE: https://breatheblueprint.com/ 👉🏻 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/  👉🏻 DOWNLOAD THE AUDIOBOOK OF SMALL BUSINESS, BIG PROFIT HERE: https://www.audible.co.uk/pd/Small-Business-Big-Profit-Audiobook/

    1 hr
  8. Parental Advice or Parental Misguidance? Navigating Financial Wisdom

    29 APR

    Parental Advice or Parental Misguidance? Navigating Financial Wisdom

    Welcome back to another episode of Magic Moments ✨ In this episode, I am joined by Laurie Duncan, where we discuss the pivotal insights and strategies for building wealth and valuing businesses with an eye towards the future. We underscore the importance of seeking advice from experienced individuals who have successfully traversed the path one hopes to embark on. This episode challenges conventional wisdom on parental advice and explores the nuances of scaling and potentially selling a business for profit. Highlighting the transitional mindset from merely earning to strategically setting up a business for future sale, Laurie provides valuable advice on structuring a business as an asset. He shares personal anecdotes on his journey from corporate life to real estate success, emphasizing how the constant evolution of business understanding can lead to new opportunities for entrepreneurs.  This episode is a treasure trove of insights on making informed decisions, risk management, and the intricate balance between growth and security in the complex world of business and property investment. Did you enjoy this Magic Moment? Click here for the full episode.

    9 min
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4.9
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18 Ratings

About

ULTIMATE FD PODCAST

Information

  • Creator
    Joshua Keegan
  • Years Active
    2022 - 2026
  • Episodes
    300
  • Rating
    Clean
  • Copyright
    © 2022
  • Show Website
    The Ultimate FD Podcast

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