21 episodes

Hello and welcome to the First Wealth Podcast! I'm Rob Schwarz and I'm Scott Millar and we are both Financial Planners at First Wealth. We'll be your hosts for series 2 of the podcast supporting your journey whilst you carve your own path, disrupt industries and build innovative companies. This podcast is for the trailblazers, the visionaries and the rebels - who are consistently taking risks to push both their careers and lives to the next level. We’ll be having discussions with the figures standing out from the crowd, and making a name for themselves - and they’ll be sharing how you can do the same. At First Wealth, we offer an award-winning service to create confidence for tomorrow, so you can live life on your terms today, and with the First Wealth Podcast we’re talking entrepreneurial mindset and mastery to take your business to the next level - covering topics such as culture, communications, mindset, change management to name a few. Our mission is to make financial planning fun and joyous for our clients and we're very proud of our B-Corp status and passionate about our positive impact within the community - something we’re building upon within each new episode of this podcast.We'll be releasing a new episode every Tuesday, and you can follow the journey and find out more about us at https://www.firstwealth.co.uk/

The First Wealth Podcast First Wealth Financial Planning

    • Business

Hello and welcome to the First Wealth Podcast! I'm Rob Schwarz and I'm Scott Millar and we are both Financial Planners at First Wealth. We'll be your hosts for series 2 of the podcast supporting your journey whilst you carve your own path, disrupt industries and build innovative companies. This podcast is for the trailblazers, the visionaries and the rebels - who are consistently taking risks to push both their careers and lives to the next level. We’ll be having discussions with the figures standing out from the crowd, and making a name for themselves - and they’ll be sharing how you can do the same. At First Wealth, we offer an award-winning service to create confidence for tomorrow, so you can live life on your terms today, and with the First Wealth Podcast we’re talking entrepreneurial mindset and mastery to take your business to the next level - covering topics such as culture, communications, mindset, change management to name a few. Our mission is to make financial planning fun and joyous for our clients and we're very proud of our B-Corp status and passionate about our positive impact within the community - something we’re building upon within each new episode of this podcast.We'll be releasing a new episode every Tuesday, and you can follow the journey and find out more about us at https://www.firstwealth.co.uk/

    Re-Inventing the Creative Coworking Sector with Co-Founder of Foundry, Adam Walker #S2E10

    Re-Inventing the Creative Coworking Sector with Co-Founder of Foundry, Adam Walker #S2E10

    Since 2020, there’s been a growing desire for business and personal connection, a challenge which Foundry is tackling head-on by curating SMEs around the country. 
    Their Co-Founder Adam Walker is brimming with the passion to reinvent coworking, and create a bustling community within each of their rapidly growing sites.
    Adam joins us on The First Wealth Podcast for a look at the brand’s stellar growth, and how they’re achieving their purpose-led mission.
    This episode covers:
    Adam’s early entrepreneurship and the roots upon which Foundry beganThe importance of going the extra mile to curate coworking communitiesCreating a vision with values and purpose over commercialityImbuing local values into each location of Foundry’s wide-reaching missionGet in touch: hello@firstwealth.co.uk

    • 38 min
    Creating the UK’s First Dedicated Aquavit Distillery with CEO of Vintersol Distillery, Sasha Cohen #S2E9

    Creating the UK’s First Dedicated Aquavit Distillery with CEO of Vintersol Distillery, Sasha Cohen #S2E9

    Last year there were 820+ gin distilleries in the UK, and only 4 who produced aquavit, a Scandinavian spirit. Sasha Cohen is CEO of the only one whose sole focus is aquavit.
    To find and enter such a remarkable gap in the market takes a true trailblazer like Sasha, who committed fully to running Vintersol Distillery in 2019. We hear from Sasha on The First Wealth Podcast as he details the fascinating journey to creating such a prolific, industry-leading family business.
    This episode covers:
    The process of creating Scandinavia’s answer to gin: AquavitOvercoming the hurdle of bringing an unknown spirit to a new countryPushing comfort zones through drive and ‘bloody-mindedness’How Sasha develops a product range that shows off aquavit’s versatilityThe unique challenges and opportunities working in a family businessGet in touch: hello@firstwealth.co.uk

    • 33 min
    Dismantling Diet Culture & Valuing Authenticity Above All with Founder of Nobs App, Lucy Mountain #S2E8

    Dismantling Diet Culture & Valuing Authenticity Above All with Founder of Nobs App, Lucy Mountain #S2E8

    A quick glance at the fitness industry will often reveal only a dizzying array of conflicting information, social pressure and (possibly worst of all) advice perpetuating diet culture.
    That’s where Lucy Mountain steps in to show that there’s a better way - one with no extremes, no guilt-tripping, and absolutely no BS. 
    Joining us on The First Wealth Podcast this week, Lucy is a recovered diet culture victim and Founder of Nobs App who shares her authentic approach to content, community-building principles, and how she stays on her entrepreneurial A-game. 
    This episode covers:
    Lucy’s evolution as an entrepreneur creating an app with social purposeThe awful consequences of diet culture’s widespread prevalenceRemaining authentic even if it becomes financially detrimentalThe importance of putting mental wellbeing first when running a business with such focus on social media and communityHow to get out of a funk, focus on small wins and set yourself up for successGet in touch: hello@firstwealth.co.uk

    Links & references at: https://bit.ly/3taYezU

    • 51 min
    The Power of Making Mistakes with Founder of Hermosa, Erika Tamayo #S2E7

    The Power of Making Mistakes with Founder of Hermosa, Erika Tamayo #S2E7

    Life often speaks to you and presents opportunities, sometimes you just need to listen. Erika Tamayo did, and it led her to creating a brand that’s reinventing the protein shake.
    Erika, Founder of Hermosa, is also responsible for much of the marketing for Barry’s Bootcamp UK, so it’s safe to say that she knows how to stay level when the going gets tough.
    In this week’s candid and colourful episode of The First Wealth Podcast, we hear about Erika’s entrepreneurial roots, the secrets to more effective comms, why mistakes are the best thing for us, and how she invites her team to ‘kill the ghost’.
    This episode covers:
    Why making mistakes is the best thing you can doHow Erika took risks and evolvedTips for overcoming periods of high stress and overwhelmThe power of proper communicationsLong term goals for HermosaGet in touch: hello@firstwealth.co.uk

    Links & references at: https://bit.ly/3taYezU

    • 47 min
    Conquer Your Goals Through the Power of Optimistic Realism with Entrepreneur & Triathlete, Pete Pastides #S2E6

    Conquer Your Goals Through the Power of Optimistic Realism with Entrepreneur & Triathlete, Pete Pastides #S2E6

    Dream it. Believe it. Do it. This is the 3 step mantra that leads Pete Pastides in all he’s achieving, whether it be as an accomplished triathlete or an experienced CMO.
    Pete, a longstanding First Wealth client, joins us on this inspiring episode of the podcast this week to share how he jumped from IBM into being a first time Founder, his work with the Brownlee brothers on their fitness brand, the passion and determination behind his sporting endeavours, and much more.
    This episode covers:
    Taking the intimidating leap into starting a new businessGoal-setting to give your life and future a sense of purposeHow Pete amassed his wealth of CMO experience and knowledgeCollaborating with the Olympian Brownlee brothers on Brownlee FitnessBalancing business endeavours with staggering athletic achievementsGet in touch: hello@firstwealth.co.uk

    Links & references at: https://bit.ly/3taYezU

    • 47 min
    The Steps to Becoming a Forbes 30 Under 30 Co-Founder with Zanna Van Dijk, Co-Founder of Stay Wild & Thrive Money #S2E5

    The Steps to Becoming a Forbes 30 Under 30 Co-Founder with Zanna Van Dijk, Co-Founder of Stay Wild & Thrive Money #S2E5

    Zanna Van Dijk arrived on the Instagram scene as one of its early adopters. Fast-forward 8 years, and Zanna boasts 385k followers, 2 journeys as a Co-Founder and one fantastic spot on Forbes’ 30 Under 30.
    While Zanna may have found fortune in her timely arrival on the social media scene, it’s her resilience, determination and mindset that have secured her success with Stay Wild, and led her to create Thrive Money.
    We hear Zanna’s incredible story and keys to success on this fascinating episode of The First Wealth Podcast!
    This episode covers:
    Embracing social media and building a huge followingHow Stay Wild’s Co-Founders earned their spot on Forbes’ 30 Under 30Revenue streams to be found on social platformsThe perils of entering a brand new, young industryEmbracing the lack of balance that comes with new business ownershipThe dark side of social mediaGet in touch: hello@firstwealth.co.uk

    Links & references at: https://bit.ly/3taYezU

    • 37 min

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