The Ultimate FD Podcast

Joshua Keegan

ULTIMATE FD PODCAST

  1. #211 - Tom Woodcock - Every Pound a Prisoner (Turnaround story)

    15H AGO

    #211 - Tom Woodcock - Every Pound a Prisoner (Turnaround story)

    In this episode of the Ultimate FD Podcast, we dive into the transformative journey of Tom Woodcock, a thriving entrepreneur who turned financial challenges into phenomenal success. As the owner of Direct Pets, Tom faced dwindling revenues post-COVID and the complexity of managing a multifaceted business conglomerate that also included property ventures.  With financial clarity and strategic foresight provided by Ultimate FD, Tom was able to revamp his approach, resulting in significant improvements in his business's bottom line. This episode encapsulates the steps Tom took to pivot from focusing solely on revenue to optimizing for profitability, ultimately creating a sustainable business model that beat his competitors. Through conversations filled with insights on financial management and operational efficiency, this discussion highlights the importance of understanding your business model and seeking expert guidance for sustainable growth.  Tom reveals how he used financial forecasting and lean management strategies to improve gross profit margins by 25%, while successfully reducing overheads by 3%. His story is an exemplar for entrepreneurs aiming to navigate periods of economic uncertainty and establish a financially sound foundation for their businesses.  Whether you are running a large-scale operation or at the helm of a smaller enterprise, the insights gleaned from Tom's journey offer actionable strategies to enhance your business's financial health. 👉🏻 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/  GET THE PODCAST RESOURCES: Click the link below to access our exclusive resources and downloads. 👉🏻https://docs.google.com/forms/d/e/1FAIpQLSeo_R8iK2VvF8Jm-Y0b-X3_Z_p1A2B3C4D5E/viewform Note: To ensure secure access via our professional UFD portal, you will be prompted to sign in with a Google account. Once signed in, your downloads will be available immediately!

    57 min
  2. #210 - Tax Talks - 5 Tips for the best 2026 Tax Bill

    FEB 15

    #210 - Tax Talks - 5 Tips for the best 2026 Tax Bill

    In this episode of the Ultimate FD Podcast, Tej Gill and I dive into the five essential steps entrepreneurs need to follow for effective tax planning and reducing surprises in their 2026 tax bill. The conversation focuses on actionable strategies to optimize tax efficiency for business owners, emphasizing the importance of proactive planning. The episode begins with stressing the significance of setting a budget and understanding where expenses can be most beneficially recorded, whether personally or through the company. We discuss the importance of tax brackets, emphasizing the critical role of deciding on dividends, salaries, and director's loan accounts.  Moving forward, we highlight benefits available to individuals and businesses, from utilizing allowances to maximizing trivial benefits vouchers. We explore advanced concepts like managing director's loan accounts and strategic tax buffers.  The episode culminates with practical insights about asset investments and exploring company investment accounts, offering valuable advice for financial planning through the lens of tax efficiency. 👉🏻 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/  GET THE PODCAST RESOURCES: Click the link below to access our exclusive resources and downloads. 👉🏻https://docs.google.com/forms/d/e/1FAIpQLSeo_R8iK2VvF8Jm-Y0b-X3_Z_p1A2B3C4D5E/viewform Note: To ensure secure access via our professional UFD portal, you will be prompted to sign in with a Google account. Once signed in, your downloads will be available immediately!

    45 min
  3. #209 - The Dark Side of Profit

    FEB 8

    #209 - The Dark Side of Profit

    In this episode of the Ultimate FD Podcast, I delve into the often unspoken challenges of building a profitable business. With only a small percentage of entrepreneurs achieving high margins and substantial wealth, I explore the "dark side of profit," where uncomfortable yet essential actions can transform the financial health of a business.  Drawing from my own experiences with clients, I shed light on five critical rules that entrepreneurs must follow to increase profitability and secure a prosperous future. I stress the importance of making sure "the house always wins," where the business consistently triumphs in negotiations and decision-making processes. Listeners are encouraged to embrace the power of saying "no for now" to unnecessary expenditure and to practice humility by getting "better not bitter" when faced with sunk costs.  Insights reveal that only salmon swim upstream, urging business owners to recognize declining markets and adapt accordingly. I also challenge the notion that "bigger is always better," advising entrepreneurs to leverage their existing resources effectively and keep the focus on profit over size.  This episode weaves in anecdotes and personal experiences to underscore the transformative effects of these strategies on business profitability. 👉🏻 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/  GET THE PODCAST RESOURCES: Click the link below to access our exclusive resources and downloads. 👉 https://forms.gle/mt974m946KA5QpjM7  Note: To ensure secure access via our professional UFD portal, you will be prompted to sign in with a Google account. Once signed in, your downloads will be available immediately!

    38 min
  4. #208 - Sebastien Page - 500 Billion Dollars Under Management

    FEB 1

    #208 - Sebastien Page - 500 Billion Dollars Under Management

    In this riveting episode of the Ultimate FD Podcast, I welcome finance maestro and leadership psychology author, Sebastian Page. This episode takes you on a journey through the world of high-stakes financial decision-making while unraveling the intertwined themes of stress management, resilience, and high performance. You gain insights into how these factors play crucial roles in both entrepreneurship and top-tier investment management. Sebastian delves deep into the psychological facets of leadership within the financial realm, offering invaluable advice for entrepreneurs navigating stress-fueled challenges in their businesses. A critical highlight of the conversation is the exploration of the Yerkes-Dodson Law, which illustrates the relationship between stress levels and optimal performance.  We also cover the importance of maintaining a balanced approach to sleep, diet, and exercise, showcasing how these fundamental pillars support mental resilience and boost long-term success. Sebastian also shares practical strategies to cultivate positive relationships and harness a growth mindset, underscoring their importance in achieving career fulfillment and personal happiness. 👉🏻 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/

    59 min

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ULTIMATE FD PODCAST

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