The Ultimate FD Podcast

Joshua Keegan
  • 0.0 (0)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

ULTIMATE FD PODCAST

  1. #223 - AI for the Rest of Us - 7 Tools to Increase your Margins

    1D AGO

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

    5D AGO

    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
  3. #222 - Tax Talks - Die with Zero Inheritance Tax - Advanced Trusts

    MAY 10

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

    MAY 6

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

    MAY 3

    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
  6. Parental Advice or Parental Misguidance? Navigating Financial Wisdom

    APR 29

    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
  7. #220 - Marc Adams - How to sell your business for 10x multiple (and keep the money)

    APR 26

    #220 - Marc Adams - How to sell your business for 10x multiple (and keep the money)

    In this episode, I welcome Mark Adams, a distinguished expert in M&A and business exit strategy from Acquisitions4U. Our discussion is centered around creating smarter business exits, with insights on how entrepreneurs can prepare their businesses for a lucrative sale. Mark explains the nuances of evaluating businesses beyond high valuations and delves into strategies like roll-ups to double a business's value quickly, thereby ensuring an optimized exit. Throughout the conversation, Adams emphasizes the significance of understanding exit planning with the end in mind, advising business owners to be aware of potential leakage during sales due to taxes and fees. He highlights the importance of profit margins, recurring revenue streams, and minimizing owner reliance to secure higher multiples upon sale.  The episode is brimming with strategic wisdom on achieving a successful, efficient exit while protecting the wealth entrepreneurs have worked hard to build, making it a must-listen for business owners aiming for growth and eventual sale. 👉🏻LEARN MORE ABOUT MARC ADAMS HERE:https://acquisitions4you.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/B0GJT8Q63B?overrideBaseCountry=true&bp_o=true&gclsrc=aw.ds&source_code=PS1PP30DTRIAL45306112500N3&ipRedirectOverride=true&gad_source=1&gad_campaignid=22673217515&gbraid=0AAAAAD8-FqidWtWs-kOPlsM8wgLyEQGyw&gclid=CjwKCAiAh5XNBhAAEiwA_Bu8Ffw3FuiBoFiDszvjUHqMAau0cMqJW3bXrUSBdNIQyZXPo1H_mxGKCBoCmvMQAvD_BwE

    1h 1m
  8. MAGIC MOMENTS: Breaking the Illusion... The Hidden Costs of Luxury Living

    APR 22

    MAGIC MOMENTS: Breaking the Illusion... The Hidden Costs of Luxury Living

    Welcome back to another episode of Magic Moments ✨ In this episode I welcome Sean Land to discuss the principles of wealth building and financial management. We highlight key strategies for maintaining financial discipline, overcoming lifestyle inflation, and prioritizing long-term goals over fleeting material desires. With Sean's candid anecdotes about personal financial decisions, the conversation steers towards meaningful wealth creation and achieving true freedom. Sean shares his personal story of how he learned hard lessons from lifestyle choices, specifically around car ownership, and the realization that true happiness stems from freedom and financial stability rather than temporary possessions.  I share my own experiences, emphasizing the importance of aligning expenditures with value and long-term goals. The episode distills complex financial themes into relatable narratives, focusing on empowerment through mindful financial planning. Did you enjoy this Magic Moment? Click here for the full episode.

    9 min
See All (300)

About

ULTIMATE FD PODCAST

Information

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

You Might Also Like