Accelerating Your Wealth

Rebecca Robertson - The Wealth Creation Coach

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. Navigating Big Life Leaps: Career Change, Values, and Wealth with Melanie Coeshott - Ep. 138

    MAR 6

    Navigating Big Life Leaps: Career Change, Values, and Wealth with Melanie Coeshott - Ep. 138

    Navigating Big Life Leaps: Career Change, Values, and Wealth with Melanie Coeshott - Ep. 138 Career coach and mentor Melanie Coeshott joins Rebecca Robertson to share her journey from a senior accountancy role at Mastercard to launching her own coaching business. Discover practical advice on career transitions, investing and building financial security. In this episode, you'll learn: What it really means to be a career coach and the key differences between career change and career development Melanie's story of moving from the corporate world to entrepreneurship, and how she prepared financially for the leap The importance of motivational drivers and how tools like Motivational Maps can shape your career decisions Insights on building wealth, transitioning out of property investments and planning for the future Tips for women on financial independence, money management, and using external advice to accelerate your goals Chapters 00:00 Rediscovering Purpose in Mid-Career 04:56 "Discovering Accountancy for Stability" 06:28 From Accountant to Coach 12:33 From Individuals to Corporate Coaching 14:12 Diversifying Beats Niching in Business 18:41 Motivational Maps for Career Growth 20:26 Understanding Motivational Drivers 26:23 Career Growth and Wealth Strategies 28:43 Accidental Landlord Journey 31:06 Planning Ahead for Education Funds 35:54 "Society, Values, and Financial Choices" 37:43 "Mindsets and Relationships Dynamics" 42:29 "Investing Advice: Have a Go" 45:41 Collaborating on Pension Management 50:24 "Impartial Bespoke Financial Advice" 53:56 "Empowering Women Through Saving" 56:18 Simple Advice That Works ----------------------------------------------------------------------------------------------------------- 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.

    1 hr
  2. From NHS Midwife to Corporate Queen at 60 - Penny Lazell Ep.137

    FEB 27

    From NHS Midwife to Corporate Queen at 60 - Penny Lazell Ep.137

    From NHS Midwife to Corporate Queen at 60 - Penny Lazell Ep.137. Penny Lazell shares her incredible journey of reinvention across two decades of life-changing decisions. In this deeply honest episode of Accelerating Your Wealth, Rebecca Robertson sits down with her long-time friend and client to explore what happens when women finally put themselves first. Penny's story spans leaving the NHS to start her own business, navigating a difficult divorce at 50, rebuilding her finances as a single woman and ultimately receiving a life-changing ADHD diagnosis at 60. Together with Rebecca, they tackle the hard questions about why women consistently put themselves last financially, how grief and mortality shape our decisions and what it truly means to practise self-care rather than selfishness. In this episode, you will learn: Why many women sacrifice their careers and pensions for family, and how to avoid the same trap How to navigate divorce financially when you have been the lower earner The importance of understanding your pension rights during separation How fitness and self-care became the catalyst for major life change What late-diagnosed ADHD looks like in women over 50 Why budgeting felt impossible after decades of relying on a partner's income How to find your tribe and rebuild your identity after major life transitions The real value of working with a financial adviser, and what to look for Chapters 0:00 Introduction: Meeting Penny — A 15-Year Friendship 2:09 From Nurse to Health Visitor: Career Sacrifices in the 1990s 6:55 First Property Investment and Why Women Put Kids First 11:05 The Turning Point: Realising the Marriage Was Over 14:56 How Fitness Became the Catalyst for Everything 20:10 Self-Care vs Selfishness: Changing the Narrative 25:28 Advice for Women Considering Divorce 30:05 When Amicable Divorce Turns Nasty 36:56 Learning to Budget for the First Time at 50 41:41 ADHD Diagnosis at 60: Why Everything Finally Made Sense 54:19 The Real Value of Working with a Financial Adviser   ------------------------------------------------------------------------------------------------------------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.

    1 hr
  3. Tackling the Gender Wealth Gap: Strategies for Women to Secure Retirement - Ep. 136

    FEB 20

    Tackling the Gender Wealth Gap: Strategies for Women to Secure Retirement - Ep. 136

    Tackling the Gender Wealth Gap: Strategies for Women to Secure Retirement - Ep. 136. Buy Becky's book here: https://www.amazon.co.uk/Ten-Ways-Accelerate-Your-Wealth/dp/B09GJGH272 Discover the realities behind the gender wealth gap and what women can do right now to secure a stable retirement. In this solo episode, Rebecca Robertson breaks down the facts, challenges and practical solutions for closing the gap. In this episode you will learn:  Key statistics from the Scottish Widows Women in Retirement report The impact of career breaks on women's pensions and retirement income Practical steps couples can take to reduce pension gaps Financial planning tips for women navigating family and career Why starting early is crucial for avoiding poverty in retirement Chapters 00:00 "Gender Pension Gap Widens" 05:11 "Pension and Gender Pay Gap" 07:19 Delayed Financial Planning Costs 10:25 Shared Finances and Pension Planning 13:30 "Maximising Finances for Businesswomen" ----------------------------------------------------------------------------------------------------------- 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. Podcast produced by https://podforge.co.uk

    16 min
  4. Understanding Lifetime ISAs for Young Investors and Pension Tips for Women Over 45 - Ask Becky Anything - Ep. 135

    FEB 13

    Understanding Lifetime ISAs for Young Investors and Pension Tips for Women Over 45 - Ask Becky Anything - Ep. 135

    Understanding Lifetime ISAs for Young Investors and Pension Tips for Women Over 45 - Ask Becky Anything - Ep. 135. Take our quiz to get your perfect playlist to help you on your wealth journey: https://rebecca-jpk9bhtb.scoreapp.com/ In this Ask Becky Anything episode of Accelerating Your Wealth, Rebecca Robertson answers listener questions about Lifetime ISAs and how to start saving for retirement later in life. Gives clear, no-nonsense advice on saving for the future and making smart financial decisions. In this episode we cover... What Lifetime ISAs are and how they work for young adults The benefits and limitations of LISAs compared to traditional ISAs and pensions Strategies for saving a deposit for your first home Advice for women who are starting to think about pensions in their 40s Practical steps to begin your investment and retirement planning journey now Chapters 00:00 "ISA and LISA Explained" 03:15 Saving Strategies for Home Deposits 08:10 "Start Small, Plan for Stability" 09:52 "Starting Small with Investing"   ----------------------------------------------------------------------------------------------------------- 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. Podcast produced by https://podforge.co.uk

    14 min
  5. FEB 6

    Why family court can feel stacked against women - Ep. 134

    Why family court can feel stacked against women - Ep. 134. Get straight-talking advice on the real challenges women face in the family court system. Family lawyer Elaine Foster joins host Rebecca Robertson to break down divorce myths, finances and navigating legal obstacles. In this episode: Why traditional divorce processes can be stacked against women, especially financially The pitfalls of non-disclosure and how to handle a lack of financial transparency in divorce The differences between lawyers and McKenzie Friends and the risks of getting legal advice from the wrong people How economic abuse shows up in relationships and what practical steps you can take Expert tips on building your legal team and confidently managing your own divorce process Subscribe for more powerful discussions. Chapters 00:00 Welcome to Accelerating Your Wealth 08:26 Empowering Legal Self-Sufficiency 12:03 Court System Strained by Legal Cuts 16:41 "Financial Advice Regulation Confusion" 25:12 Unfair Divorce Challenges for Mothers 28:53 "Beware Unreliable Free Legal Advice" 33:44 Divorce Stress and Lifestyle Changes 42:49 Changing Trends in Spousal Support 46:37 "Challenges of Spousal Maintenance" 52:08 "Choices, Housing, and Court Protections" 58:23 Redefining Abuse: Economic Dimensions 01:03:21 "Seek Tailored Legal Advice Early" 01:06:43 "Trauma-Informed Divorce Support Insights" 01:10:35 "Hourly Rate vs. Total Cost" Connect with Elaine Foster LinkedIn: https://www.linkedin.com/in/ellieashton/ Free Facebook Group: https://www.facebook.com/groups/divorceandseparationsupportgroup #divorce  #FinancialFreedom #WealthBuilding #PassiveIncome  #FinancialIndependence ------------------------------------------------------------------------------------------------------------ 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. Podcast produced by https://podforge.co.uk

    1h 13m
  6. JAN 30

    Does divorce need to be soul-destroying? - Ep. 133

    Does divorce need to be soul-destroying? - Ep. 133 In this episode, Rebecca Robertson sits down with divorce coach, Liz Harrington, to talk honestly about the realities of divorce, trauma and how to protect your well-being and finances through the process. Here's what you'll learn: The difference between divorce conflict and divorce trauma, and how both can impact your mental health Signs of abuse and trauma during a breakup, and how to recognise your own patterns and triggers Why getting organized, informed and empowered is crucial for a fair financial settlement Strategies for supporting children and coping with ongoing co-parenting challenges The importance of building a strong support team (coaches, legal pros, friends) and practical steps to start reclaiming your independence Don't forget to subscribe for more powerful conversations and real-life stories. Chapters 00:00 "Experienced Divorce Recovery Coach" 07:54 Emotional Abuse's Lasting Impact 11:12 "Marriage Guidance and Red Flags" 20:38 "Divorce Coaching and Emotional Support" 22:31 Affordable Legal Guidance Alternatives 28:52 "Fairness in Spousal Maintenance" 35:19 "Importance of Financial Consent Orders" 41:34 "Tapping: Embracing Truth for Change" 46:03 "Rising From Rock Bottom" 50:53 "Being Your Child's Safe Person" 55:19 "Empowering Women's Financial Independence" 58:43 "Redundancy and Career Shift" 01:04:27 Coping with Trauma and Divorce 01:10:10 "Parenting Neglect as Red Flag" Connect with Liz Harrington LinkedIn: https://www.linkedin.com/in/lizharringtontheeftcoach/ Instagram: https://www.instagram.com/familyflowcollective/ Facebook: https://www.facebook.com/lizharringtoneft ------------------------------------------------------------------------------------------------------------ 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. Podcast produced by https://podforge.co.uk

    1h 14m
  7. JAN 23

    Ask Becky Anything: Pensions, Property and Making Your Savings Work Harder - Ep. 132

    Ask Becky Anything: Pensions, Property and Making Your Savings Work Harder - Ep. 132   Get straight answers to your finance questions in this episode of the Accelerating Your Wealth Podcast - Ask Becky Anything! Host Rebecca Robertson break down real dilemmas about pensions, savings and investing. This week, Rebecca is looking at: Why business owners shouldn't rely solely on their business as their pension The pros and cons of using property as a retirement plan How to get started investing, even if you find conflicting advice Tips for making your savings work harder, including when to consider investing in stocks and shares The importance of diverse portfolios and where to begin if you're new to financial planning Subscribe for practical, no-nonsense advice to help you make smart money decisions!   Chapters 00:00 Challenges in Selling Property Assets 03:27 "How Much is Enough?" 07:05 "Pensions, Tax Wrappers, and Benefits" 13:25 "Starting Small with Investments" 14:22 "Start Small with Investments" 17:36 "Subscribe and Share Thoughts" #EarlyRetirement #PropertyInvestment #FinancialFreedom #WealthBuilding #PassiveIncome #RetireBefore50 #PropertyPortfolio #FinancialIndependence --------------------------------------------------------------------------------------------------------- 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. Podcast produced by https://podforge.co.uk

    18 min

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/

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