Accelerating Your Wealth

Rebecca Robertson - The Wealth Creation Coach
  • 0.0 (0)
  • 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. 2d ago

    Breaking Money Taboos: The Conversations Women Need to Have

    Name a powerful woman with money from your childhood. A role model from the films and stories you grew up with. The only one we could come up with was Cruella de Vil, a villain who wanted to turn puppies into a coat. Every other story gave us princesses waiting to be rescued. This is the final episode of our Summer Reset, the 6-part summer series where Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach. In this episode: Why money is still a taboo subject for so many women, and what the silence costs The other side of it: male pride, and the £5,000 credit card that never gets mentioned Where the "women are bad with money" story comes from, and how recent that history really is Money blocks: the beliefs running quietly in the background before you can question them The Cruella de Vil problem, and what happens when your only wealthy female role model is a villain What we honestly think when we see a woman who is visibly wealthy, and why the reaction isn't about her Women, inheritance and the wealth transfer ahead The questions to start asking yourself, beginning with "what would happen financially if..." Timestamps: 00:00 Cold open and welcome 00:59 Why is money still taboo for women? 01:37 Male pride and the debt nobody mentions 02:04 The history: how recently money wasn't ours 03:24 Money blocks and where they come from 04:17 Cruella de Vil and the role model problem 06:56 What we really think when we see a wealthy woman 08:36 Women, inheritance and the wealth transfer ahead 10:30 The questions to start asking yourself Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK Watch and listen: YouTube: https://www.youtube.com/@rebeccarobertsonifa Spotify: Listen on Spotify Apple: Listen on Apple Podcasts That's the Summer Reset complete. All 6 episodes are available now, and there's a back catalogue of over 100 episodes waiting whenever you need it. Thank you for spending your summer with us.

    Breaking Money Taboos: The Conversations Women Need to Have

  2. Sep 4

    Life Events That Shape Women's Wealth and How to Plan for Them - Summer Reset Series

    Her husband was the main breadwinner. He walked out on the Friday. By Monday she was staring at the bank accounts thinking, what do I do now? That happened to a client the week this episode was recorded. This is episode 5 of our Summer Reset, the 6-part summer series where Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach. Career breaks, motherhood, divorce, caregiving, bereavement, menopause. These events are rarely in the plan, and they are often the very things that make the biggest dent in women's wealth. In this episode: The practical first steps when a relationship ends suddenly, starting with an account in your own name Why splitting bills 50/50 doesn't work when one partner earns considerably more What happens to maintenance when a child turns 18, and why so many mums aren't ready for it Motherhood, career breaks and how the wealth gap quietly compounds Why surplus income in the full-earning years buys you choices later Financial coercion: the red flags and where to find proper support The financial date night, and keeping money conversations regular rather than confrontational The £2,880 pension contribution for non-earners, topped up to £3,600 by tax relief Caring for elderly parents, wills, powers of attorney and the April 2027 inheritance tax changes Rebuilding afterwards, and the clients living on their own terms with a pension in their own name Timestamps: 00:00 Cold open and welcome 01:34 The life events that shape women's finances 02:47 When the breadwinner walks out: what to do first 04:08 Divorce, settlements and what 50/50 really means 05:31 Maintenance, and the cliff edge at 18 09:18 Motherhood, career breaks and the wealth gap 14:35 Using surplus income while you have it 17:17 Financial coercion and where to get help 17:39 The financial date night 20:06 The £2,880 pension rule for non-earners 21:40 Caring for parents, inheritance tax and powers of attorney 24:03 Rebuilding after divorce If anything in this episode resonates and you need support, Surviving Economic Abuse has excellent guidance: survivingeconomicabuse.org Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK Watch and listen: YouTube: https://www.youtube.com/@rebeccarobertsonifa Spotify: Listen on Spotify Apple: Listen on Apple Podcasts Next week is the final episode of the Summer Reset: breaking money taboos, the conversations women need to have.

    Life Events That Shape Women's Wealth and How to Plan for Them - Summer Reset Series

  3. Aug 28

    From Striving to Thriving: Turning Income into Long-Term Wealth

    Rebecca's son gets a pound for every dojo point he earns at school. Last week he asked to buy one of his squishy dumpling toys, and she said yes, with your own money. His whole face changed. We adults are no different. When spending has no connection to anything real, we just keep spending. This is episode 4 of our Summer Reset, the 6-part summer series where Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach. In this episode: The 3-month bank statement audit, and why a highlighter is your best financial tool Subscription creep, including the 3 Netflix screens nobody in the house was using Teaching children the value of money, and why the same principle works on adults The Money Multiplier calculator: what your daily coffee actually costs over 5 years Why the people who got wealthier own assets, and how the rest of us are marketed into spending The signs you're ready to move from managing money to a proper wealth strategy Business owners: company pension contributions, relevant life cover and what happens if you can't work Income protection versus critical illness cover, and the claim that won't pay out Katie's cousin, widowed at 34, and the life policies that let her keep her home Your 12-month thriving plan: what to review, automate, stop and learn Timestamps: 00:00 Cold open and welcome 04:07 The bank statement audit and subscription creep 05:25 Dojo points, dumplings and teaching the value of money 06:47 The Money Multiplier: what your coffee really costs 10:33 How wealthy people play a different game 13:11 Signs you're ready for a wealth strategy 14:00 Business owners: pensions, protection and sick pay 14:39 Income protection vs critical illness cover 17:48 Katie's cousin and why protection matters 19:19 Your 12-month thriving plan Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK Watch and listen: YouTube: https://www.youtube.com/@rebeccarobertsonifa Spotify: Listen on Spotify Apple: Listen on Apple Podcasts New episodes of the Summer Reset drop every Friday through the summer. Next week: the life events that shape women's wealth and how to plan for them.

    From Striving to Thriving: Turning Income into Long-Term Wealth

  4. Aug 21

    Property, Protection and Power: The Foundations of Women's Wealth

    "He always told her, you'll be sorted." Then he died. They weren't married, and there was no evidence he had ever added her to his pension. This is episode 3 of our Summer Reset, the 6-part summer series where Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol, Independent Financial Adviser and Money Coach. This one covers the places where women who feel financially fine are actually deeply vulnerable, and it ends with a practical checklist you can work through this week. In this episode: Why having all your wealth in property is riskier than it feels, and the client with three properties and no pension House prices rose about 200% in 25 years. What happens if the next 25 don't repeat it? Overpaying the mortgage versus investing, and how to actually decide The partner who was told "you'll be sorted", and why promises are not protection "It's all in my husband's name", and the client using his fingerprint to find out what they owned Why the default parent needs protecting too, and what it would cost to replace everything they do Life cover, income protection and critical illness: knowing what you actually have The financial housekeeping checklist, best done with a friend, cake and a glass of wine Timestamps: 00:00 Cold open and welcome 03:58 Is property still the safest bet? 07:26 House prices, landlords and the 200% question 12:26 Overpay the mortgage or invest? 13:27 All your eggs in the property basket 16:55 "It's all in his name" and the access problem 18:50 Protecting the default parent 20:51 Life cover, income protection and critical illness 23:09 The financial housekeeping checklist Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK Watch and listen: YouTube: https://www.youtube.com/@rebeccarobertsonifa Spotify: Listen on Spotify Apple: Listen on Apple Podcasts New episodes of the Summer Reset drop every Friday through the summer. Next week: from striving to thriving, turning income into long-term wealth.   --------------------------------------------------------------------------------------------------------------------------------- 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.

    Property, Protection and Power: The Foundations of Women's Wealth

  5. Aug 14

    Why Women Earn and Save but Still Struggle to Build Wealth

    Two clients in the same week. One earned £25,000 a year, the other £120,000. By the end of every month, both had nothing left. This is episode 2 of our Summer Reset, the 6-part summer series with my Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach. This one unpacks the gap between earning money and building wealth: lifestyle inflation and where the pay rise really goes, the social media comparison trap, the play money principle that makes a plan actually stick, why so many women feel investing is like putting money on a roulette wheel, and the cash flow forecast that showed one client her money could last 5 or 6 years longer. Chapters: 00:00 Cold open and welcome 02:38 Where does all the money go? The £120,000 client 04:09 The comparison trap and social media 12:01 Play money and money coaching 15:57 Cash flow planning and tax-free allowances 17:18 The beliefs holding women back from investing 21:50 Busting the time myth and the pension birthday Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK Listen on your favourite platform: Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147 New episodes of the Summer Reset drop every Friday through the summer. Next week: property, protection and power, the foundations of women's wealth. #AcceleratingYourWealth #WomenAndMoney #Investing #SummerReset #LifestyleInflation --------------------------------------------------------------------------------------------------------------------------------- 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.

    Why Women Earn and Save but Still Struggle to Build Wealth

  6. Aug 7

    Building Wealth as a Woman: Where Should You Actually Start?

    Where does building wealth as a woman actually start? Not with a windfall, not with a finance degree, and definitely not 20 years ago. This is episode 1 of our Summer Reset, a special 6-part series for the summer holidays. Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol, Independent Financial Adviser and Money Coach, for honest conversations about the money questions women actually ask. Take the Financial Well-being quiz: https://evolutionfinancialplanning.co.uk/financial-well-being-quiz/podcast-financial-wellbeing-quiz/ In this episode: What wealth really means, and why it is about options rather than flash cars and handbags Why the person with the expensive car might be the least wealthy person you know The 86% income protection stat that stopped the conversation, and why you should check your sick pay this week The client who bought her first home at 62, and why there is no deadline on sorting your finances Emergency funds, tackling debt and where to genuinely start if you feel behind Why so many women say "I should have done this 20 years ago", and why that shame is misplaced The cash trap: why UK savers hold 7% in equities while the US holds 32% Timestamps: 00:00 Welcome 05:01 What does building wealth actually mean? 08:01 Wealth vs looking wealthy 11:26 Buying property and starting later in life 13:07 Protection, sick pay and the 86% stat 19:08 Where to start: foundations and letting go of shame 28:13 Saving vs investing and the cash trap Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK

    Building Wealth as a Woman: Where Should You Actually Start?

  7. Aug 3

    Hesitation Is a Quiet Killer: The Five Keys to Being Heard | Alexandra Watson

    Alexandra Watson shares her five keys to being heard at work, why hesitation reads as weakness, and the money conversation every couple should have before they need to. In Part 2 of this conversation on Accelerating Your Wealth, Rebecca Robertson and Alexandra Watson, founder of the Leadership School for Women, move from the inner game to the outer one. Alexandra shares the five keys she teaches for being heard: own your visibility, articulate with purpose, own your leadership brand, make quick decisions and differentiate yourself. There is a score yourself out of 10 exercise you can do in five minutes, and a warning about hesitation, which she calls a quiet killer because people read it as weakness even when it's just overthinking. The conversation also goes somewhere more personal. Alexandra lost her husband when their son was five, and because they'd had time to talk openly about their finances, everything was set and sorted when it mattered most. Her friend, widowed in similar circumstances, had a very different experience. It becomes a powerful case for financial literacy and for having the money conversation with your partner before you ever need it. We explore: · The five keys: visibility, articulation, your leadership brand, quick decisions and differentiation · Why hesitation reads as weakness, and what to do about it · The inner performer, and how to switch her on and off · Widowhood, financial literacy and the conversation every couple should have · Taking ownership of your career instead of waiting for permission Timestamps: 00:00 Cold open 00:28 Part 2 intro and recap 01:35 Chicken Soup for the Soul, mentors and finding her people 05:06 The happiness guru years on radio and TV 05:51 Everything is a performance: the inner performer 08:12 How women can be heard: the five keys 10:32 Shiny objects, and why speaking beats every trend 12:48 The TEDx take 14:29 Rebecca's story: closing a company, menopause and coming back 18:50 Find what lights you up 22:46 Widowhood and the money conversation 26:46 Becoming the breadwinner 30:20 Breadwinning women and the generational shift 32:16 Masculine and feminine energy at work 34:20 Final message: your career is your responsibility 35:27 How to connect with Alexandra Key Takeaways · Score yourself out of 10 against the five keys, then move one score up · Hesitation is a quiet killer, quick decisions signal confidence · Everything in front of people is a performance, and you can switch it off afterwards · Be financially literate and talk money with your partner before you have to · Your career is your responsibility, don't wait for permission 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.

    Hesitation Is a Quiet Killer: The Five Keys to Being Heard | Alexandra Watson

  8. Jul 31

    Fear in Disguise: What Really Holds Women Back at Work - Alexandra Watson - Ep. 159

    In Part 1 of this two-part conversation, I sit down with Alexandra Watson, founder of the Leadership School for Women. Alexandra has spent 30 years coaching women at the highest levels of business, from Olympic athletes to board directors, and she started her career working for Prince. We do get into that story. The heart of this episode is fear. Alexandra says fear is the thing that gets in the way of everything, and that the most dangerous version of it disguises itself as being rational, sensible and even-minded. She describes herself as her clients' fear's nemesis, and explains how she teaches women to hear the difference between the fear voice and their own. We also talk about people pleasing, and I share the story of how my own business started out built entirely around keeping everyone else happy. Alexandra reframes people pleasing as a symptom, with self-esteem as the cause, and makes the case that letting go of it is a duty, not a luxury, because it makes you a better leader. We finish on the bigger picture: burnout, senior women leaving in droves, the equality legislation coming in 2027, and a recruitment story that sums up the difference between men and women at work in one phone call. Key takeaways · Fear is clever, it disguises itself as sensible caution · People pleasing is a symptom, self-esteem is the cause · Letting go of people pleasing makes you a better leader · Failure is stopping, not falling short · Companies do better with women at the top and a firm pipeline behind them About Alexandra Watson Alexandra Watson is the founder of the Leadership School for Women. She has spent 30 years coaching women at the highest levels of business, from Olympic athletes to board directors, and is recognised as a leading voice on female leadership performance in the UK. Find her on LinkedIn or email info@alexandrawatson.com. This is Part 1. Part 2, where Alexandra shares her five keys to being heard and we talk about the money conversation every couple should have, follows on Monday. If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast: https://allmylink.me/YtLK Watch and listen here · YouTube: https://www.youtube.com/@rebeccarobertsonifa · Spotify: Accelerating Your Wealth on Spotify · Apple: Accelerating Your Wealth on Apple Podcasts

    Fear in Disguise: What Really Holds Women Back at Work - Alexandra Watson - Ep. 159
See All (188)

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
    188
  • Rating
    Clean
  • Copyright
    Rebeccarobertsonevo ©copyright 2021
  • Show Website
    Accelerating Your Wealth

You Might Also Like