WealthTalk - money, wealth and personal finance‪.‬ Kevin Whelan and Christian Rodwell

In this week's WealthTalk podcast, WealthBuilders Founder Kevin and Wealth Coach Manish Kataria delve into investing strategies and the challenges of high fees in traditional investment approaches.

They discuss the importance of diversification for minimising risk, explore various investment options including ETFs and core-satellite strategies, and share insights on using tools for creating portfolios that provide recurring income.

The episode promises invaluable advice for investors looking to manage their money more effectively and avoid unnecessary costs.

Tune in to gain expert knowledge on enhancing your investment approach.

Kevin Whelan & Christian Rodwell delve into the importance of focusing on generating income from assets to create financial security for yourself and your family.

The episode highlights 'The 7 Pillars of Wealth', identifying key assets that can be leveraged to generate streams of income.

Whether you're a business owner, employed individual, or at any stage of your wealth-building journey, this episode provides valuable insights on building and maximizing asset income.

In this episode, Louise Hill, Co-Founder and CEO of GoHenry, discusses her journey creating a successful prepaid debit card and financial education app for kids.

She highlights the need for practical financial education for children, shares marketing strategies for GoHenry's growth, and emphasises the importance of resilience for CEOs.

Louise's commitment to financial education extends to advocating for its integration into UK primary school curriculums.

Her story showcases business growth, personal development, and dedication to a cause benefiting society and future generations.

Congratulations to WealthCoach Toby Spanier and his wife, Kate, for clinching the SSAS Property Investor of the Year award for 2023! But what's the secret behind their success?

In this episode, we delve into how they transformed a dilapidated, unmortgageable property into a thriving investment.

Using their Small Self-Administered Scheme (SSAS) pension, Toby and Kate loaned money to their limited company, enabling the purchase and revitalisation of the property.

With an interest-free loan from the local authority, they refurbished the property and, once let out, funnelled the income back to their company.

The Spaniers' journey is not just a tale of financial gain but a blueprint for leveraging SSAS pensions for property investment.
They share insights on the flexibility and tax benefits of SSAS pensions, underscoring the importance of thorough due diligence and strong partnerships in establishing a successful family wealth business.

Their story offers invaluable lessons for anyone interested in exploring the potential of pension-led property investment, demonstrating the impactful combination of strategic financial planning and entrepreneurial vision.

In this podcast, Lisa Hunt, a member of WealthBuilders since December 2022, shares her journey with network marketing, particularly with Arbonne. With her husband, Tim, they joined WealthBuilders to build recurring income streams. Lisa discusses the educational curve, mindset shift, and the importance of legacy-building and financial freedom. She explains network marketing's business model, dispelling misconceptions about pyramid schemes, and emphasises the significance of quality products and team-building for recurring income. Lisa reflects on personal growth, community support, challenges, and rewards in network marketing. She also touches on income trajectory, pandemic impact, and future aspirations with Arbonne, highlighting the benefits of multiple income streams and support from WealthBuilders and her mentor, Manish. Overall, the episode explores personal and financial growth through network marketing and supportive communities like WealthBuilders.

Tune into this informative episode as Christian Rodwell, Kevin Whelan, and expert Manish Kataria uncover the impact of fees on wealth. Learn about the types of fees, the importance of negotiation, and how the SCORE Report can aid in fee reduction and wealth enhancement.