Best Rebecca Robertson The Wealth Creation Coach Podcasts (2024)

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Ep 129- 3 ways to increase your visibility strategy 50:10

11d ago50:10

50:10

I'm thrilled to be talking to Pamela of Worsley Creative. Pamela is an incredible digital marketer, and in this episode, we dive into three ways to boost your visibility strategy. Pamela has a remarkable talent for distilling complex information about your business into actionable insights. She's passionate about making a difference and ensuring th…

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Ep 128 - Introducing Our New Female Financial Website 7:02

17d ago7:02

7:02

In this episode of my podcast, I'm thrilled to share my excitement about our brand-new website launch. Unlike traditional financial platforms, our website prioritises comprehensive financial planning over product promotion. I'm particularly proud of the diverse resources we offer, from quizzes to guides, all designed to assist our clients in findin…

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Ep 127 - Early Twenties - Where to start? 59:25

23d ago59:25

59:25

In this episode of our podcast, we delve into the world of financial planning and goal setting, featuring Lily and Zach as they explore their career aspirations in industrial design engineering and mechanical engineering, respectively. They kick off the meeting by discussing their long-term financial goals, focusing on starting salaries, student lo…

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Ep 126 - Women in business are in trouble 21:04

2M ago21:04

21:04

In this episode, I stress the importance of prioritising pension contributions early on to secure your financial future as a woman with a business. I highlight the power of starting to save early and leveraging compound interest in investments over time, urging you not to delay contributions despite business or personal expenses. I offer practical …

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EP 125 - Divorce- Is there light? 1:07:37

2M ago1:07:37

1:07:37

In this episode I am joined by our guests Laura, Jennie, and Emma who share their personal journeys through divorce, offering invaluable insights and practical advice for navigating this challenging life transition. Laura emphasizes the importance of understanding love languages, while Jennie highlights the significance of fair financial settlement…

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Ep 124 - The Budget and End Of Tax Year 8:58

2M ago8:58

8:58

In this podcast episode, I delve into the significant shifts in the budget and the impending end of the tax year. I'm highlighting various adjustments, like the reductions in national insurance rates, modifications in child benefit thresholds, and cuts in capital gains tax. I also touch upon the ramifications of VAT threshold increases and non-domi…

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Ep 123 - Surviving Divorce Part 2 40:57

3M ago40:57

40:57

Join us for part 2 of our Surviving Divorce episodes where we continue the conversation with our guests Ellie, Natalie and Laura. We share our advice for individuals dealing with emotional, practical, and legal challenges in relationships, particularly focusing on financial agreements, settlements, and divorce. Discussing the importance of getting …

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Ep 122 - Surviving Divorce Part 1 36:43

3M ago36:43

36:43

In this special 2 part podcast of "Accelerate Your Wealth", I bring together three other women to have an important conversation about empowering women with their finances. The episode explores various perspectives on relationships, communication, and financial dynamics. The women discuss the challenges and shifts that occur during separations, par…

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Ep. 121 - 7 ways to be accountable with your money 12:12

3M ago12:12

12:12

Today's podcast delves into the importance of taking control of your money and finances and I share seven practical tips to help you become more accountable monthly and daily. To enhance your financial accountability you can use things such as your phone setting reminders to be organised and on top of all your financial tasks, such as expenses and …

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Ep 120 - How to make your money goals happen 18:12

4M ago18:12

18:12

In this episode, I dive deep into the art of setting and achieving money goals, walking you through the entire process of planning and executing those financial aspirations. First and foremost, clarity is the key. It’s important to have a crystal-clear vision of what you want to achieve financially. It's not just about having dreams; it's about def…

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Ep 119 - How to plan your money goals 15:25

4M ago15:25

15:25

Discover the secrets of effective wealth planning as I share valuable insights on breaking down big financial goals into manageable monthly objectives. Learn how to set realistic targets, create a roadmap for your financial journey, and unleash your true wealth-building potential. With examples of budgeting for saving, debt repayment, and other exp…

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Ep 118 - how to set your money goals 11:31

4M ago11:31

11:31

“How to Be Your Own Wealth Planner," is my new four-part mini-series on helping you to become your own wealth planner. As an independent financial advisor with 23 years of experience in financial services, I share my top insights on creating your personalized wealth plan. I believe that everyone can create their wealth plans at a basic level and it…

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Ep 117- Why are women not getting the retirement they desire? 52:27

4M ago52:27

52:27

Today's episode is with our guest Susan Hope, a financial specialist with Scottish Widows, who discusses the various challenges women face in retirement and how they can better prepare for this stage of life. Susan, who joined Scottish Widows two and a half years ago, brings over 30 years of experience in the industry and is now managing a sales te…

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Ep. 116 - How to get your sh*t together for a successful 2024 1:02:24

4M ago1:02:24

1:02:24

Our first podcast of 2024 and we are kicking it off with an in-depth conversation between Abigail Langridge owner of Poppins PA and I, around effective time management, work-life balance (or rather, blend), and how to cope with the demands of a busy schedule. Abigail supports high-achieving women in reclaiming their personal lives and alleviating t…

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Ep 115 - Your Core Health Is Your Core Wealth 52:23

6M ago52:23

52:23

Today's episode we have Linda Stephens, a health and wellness expert who specializes in women's health and empowerment. Linda shares her personal journey from being a senior television producer to becoming a health and wellness advocate, driven by her life experiences, including the birth of her premature children and her own perimenopausal journey…

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Ep 114 - How Not To Be Broke In Business 49:58

6M ago49:58

49:58

In this podcast, Julie Creefield, an award-winning speaker, author, and business strategist, discusses her 30-year career and her latest book, "How Not to Be Broke." She shares insights from her various roles in helping communities, individuals, and organizations make critical changes. Julie emphasizes the importance of examining personal, client, …

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Ep 113 - How do we financially educate our kids? 50:46

6M ago50:46

50:46

In this latest podcast episode, I had the pleasure of welcoming Agata Diu, the founder of My Money, My Honey. Her mission? To promote financial literacy among not just adults, but importantly, children too. Sharing her journey from a finance manager to establishing her own business, Agata divulges the unique insights she’s gained along the way. Hav…

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Ep 112 - How to manage money with ADHD 1:08:21

6M ago1:08:21

1:08:21

This episode of the "Accelerate Your Wealth" podcast, features Kim Rain, a performance coach specializing in aiding entrepreneurs with Attention Deficit Hyperactivity Disorder (ADHD). Kim shares her personal journey with ADHD, including her late diagnosis, and her subsequent passion for empowering clients to overcome procrastination, eliminate over…

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Ep 111 - How to get a pay rise at work 59:59

7M ago59:59

59:59

In this episode, we are joined by Kate Usher, a menopause coach and gender equality consultant with over 20 years of experience in transformational IT projects in FTSE 100 organizations. We talk primarily about gender equality, career progression for women, and the effects of menopause on women's work-life balance. Kate shares her journey, which sa…

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Ep. 110 - Behavioural financial well-being and what is your future? 1:05:26

7M ago1:05:26

1:05:26

In my latest podcast episode, I had the privilege of speaking with Thomas Mather, a renowned researcher specializing in financial decision-making tools and techniques. The conversation was a deep exploration of financial well-being, particularly focusing on the challenges faced by women in their 50s when making long-term decisions. Tom is an intern…

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Ep.109 - What is it like to work with an IFA? 30:53

7M ago30:53

30:53

If you’ve ever wondered about my approach to financial well-being, this episode is one to listen to as I will share with you how I guide my clients through the intricacies of their financial journey. Frequently, individuals turn to me during significant life events or milestones, such as inheriting wealth or selling a business, seeking clarity and …

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Ep.108 - Money and Menopause 50:53

8M ago50:53

50:53

Today’s episode we welcome Katharine, an experienced consultant nurse specializing in women's health and menopause. Katharine brings her extensive knowledge and personal insights from her three-decade-long career. She's not only a nurse consultant but also the founder and director of Flux State Limited, a supportive platform helping women to compre…

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Ep. 107 - Is the stock market a good way to invest? 49:12

8M ago49:12

49:12

Get ready for today's episode as I welcome on board Laurence Van Denwerm, an investment strategist at Timeline, a financial planning company. Hailing originally from the vibrant landscapes of South Africa, Laurence is here to spill the beans on the intricacies of financial planning, drawing from his rich reservoir of experience and expertise. The p…

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Ep. 106 Becoming a money boss 52:39

8M ago52:39

52:39

In this episode of "Accelerate Your Wealth," I have guest speaker Jo Davison, a successful money and business mentor, speaker, and author. Jo shares her journey from being a chiropractor to creating the "She's a Money Boss" academy, a program used by women worldwide to improve their financial habits. She speaks about her past struggles, including b…

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Ep.105 Do we only need life cover? 46:58

8M ago46:58

46:58

Jennie & I dive deep into the world of life cover and insurance, demystifying these crucial financial safety nets and their impact on your financial future. We touch upon the importance of having the right kind of insurance policies, such as life cover, critical illness, income protection, and business insurance. With share our thoughts & ideas on …

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Ep. 104 - Selling From The Heart 49:37

8M ago49:37

49:37

Get ready to supercharge your sales game and change your approach to selling! In this episode, we dive deep into the world of authentic sales conversations with the incredible Catherine Watkin. Brace yourself for a lively and informative journey that will change the way you think about selling forever! Catherine, a true sales expert, unveils her se…

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Ep 103 - Planning for the last quarter of 2023 29:12

10M ago29:12

29:12

Ready to dive headfirst into the art of planning for the last quarter of 2023? First things first, let's talk about the importance of planning. It's not just a mere task on our to-do list; it's a powerful tool for shaping our future. I'll be highlighting how our mindset and goals play a significant role in creating a roadmap to success. Oh, and I c…

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Ep.102 How to run a profitable business 48:14

10M ago48:14

48:14

On today’s show, Rebecca Robertson welcomes her guest, Nicole Winer, a business strategist and coach. They discuss profitability in business and Nicole's background as an ex-global investment banker. Nicole shares her passion for helping others and creating a ripple effect of kindness in society. She also talks about the challenges she faced in her…

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Ep.101 Why You Need A Will 32:12

10M ago32:12

32:12

Rebecca Robertson engages in an insightful conversation with guest Jennie, an expert in will writing and estate planning. They delve into the intricacies of wills, trusts, and the importance of thorough estate planning. Throughout the discussion, they touch on various key points that shed light on the significance of these legal documents and the p…

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Ep.100 Free Guidance to improve financial wellbeing 44:08

11M ago44:08

44:08

Today we are joined by guest Jenny Wright from the Money and Pension Service and we discuss the importance of breaking down taboos and stigma around discussing finances. The organization provides impartial guidance and information to help people make informed decisions, offering a toolkit for schools and parenting resources to help educate young pe…

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Ep.99 Making Tax Sexy: Tax isn't something to avoid 32:32

11M ago32:32

32:32

This episode focuses on tax management and financial empowerment. Hetty and I share our insights on common tax problems, strategies for tracking expenses and maximizing deductions delving into the mindset around money, and offering tips for setting achievable financial goals. To begin with we kick off by discussing the importance of tracking expens…

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Ep. 98 What will happen with mortgage interest rates? 52:52

11M ago52:52

52:52

Today I am joined by Jennie Delelis as we discuss the current state of the mortgage market. Our conversation centers on the practical aspects of obtaining a mortgage, including the documentation and information that clients need to provide, the challenges faced by clients seeking a mortgage in today's market, and the role of brokers in helping clie…

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Ep.97 Know Your Numbers In Business 30:25

11M ago30:25

30:25

Join me as I discuss the importance of ‘knowing your numbers in business’. Perhaps you may have heard this saying, and often, but I really want to stress the need for businesses to focus on metrics that matter, rather than getting caught up in vanity metrics like social media rankings and downloads. Knowing the numbers offers insights into how busi…

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EP.96 - 3 Reasons why everyone needs a financial plan 18:58

12M ago18:58

18:58

Financial planning is important but not all financial planners are qualified, making it important to find a regulated advisor. The planning process is crucial in making sure that you know where you're going, how much you need, and what tools you need to achieve your financial goals. The three main reasons why everyone needs financial planning are a…

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EP.95 How To Build Your Self Worth 1:12:52

12M ago1:12:52

1:12:52

In this episode, I am joined by Star Monroe who was previously featured on our podcast last year you can check out the episode here - https://rebeccarobertson.co.uk/ep78-female-financial-independence-series-coming-back-to-me/ Today we dive into a conversation about personal growth, self-awareness, and business success. Exploring different topics su…

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EP. 94 Pensions Vs ISA's 19:32

1y ago19:32

19:32

In this episode I will be sharing with you updates from a recent conference I was at. Plus I will be exploring with you the intriguing world of pensions and ISAs, where you can discover which investment options align best with your financial goals. While pensions are traditionally seen as long-term investments for retirement, ISAs offer shorter-ter…

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EP.93 8 ways to reduce your risk when investing 18:10

1y ago18:10

18:10

In this podcast episode, I talk about reducing risk when investing. that men are typically more accepting of risk and more likely to invest than women. Providing you with real examples of women who have inherited or earned a significant amount of money but lack the knowledge of investing. I explain that as a financial advisor, my role is to assess …

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EP. 92 Taking a pause:Reflecting On Business Decisions and Moving Forward 19:55

1y ago19:55

19:55

In this podcast episode, I share how I had to take a break from the podcast due to massive overwhelm. I understand how overwhelming it can be when you are in that state and how sometimes you have to shift things back, take things off your plate, and let things sit. Since I paused the podcast I wanted to share what had been happening, including some…

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EP.91 IS NOW A GOOD TIME TO INVEST? 10:25

1+ y ago10:25

10:25

It’s about time, not timing when it comes to investing. There is a common misconception that when it comes to investing that it's all about trying to time the market. Having to predict the future so you can buy when prices are low, sell when they are high, and make a return on your investments. But the thing is, no one can predict the markets and w…

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EP.90 6 things to do in a recession 17:44

1+ y ago17:44

17:44

A recession is a significant decline in economic activity across a wide range of sectors and industries. Right now as I recorded this episode the UK is not currently in a recession. It's not been forecasted by the Bank of England, but there is a lot of talk about it is likely based on what is going on with consumers. A recession usually lasts for a…

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EP.89 Pensions- When can I retire? 19:19

1+ y ago19:19

19:19

It's one of the big questions that comes up quite a lot. Clients that I've talked to have lots of different pensions all over the place, they've often forgotten, then they don't know where they are, how much is in them, let alone what their fees are, what their charges are, what they're invested in what the risk profile is, or how much they actuall…

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EP88- How to pivot being on your own to having your dream team 37:18

1+ y ago37:18

37:18

In today's session I'll be talking to Skye Barbour who is a business and leadership strategist. She has played a vital part in helping ambitious entrepreneurs build multi-seven figure businesses by having their workflows while doubling their profits. We're talking about how you shift from sole trader on your own, to having a team and how to manage …

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EP87- Financial Detox Week 4: Holistic Financial Planning 32:46

1+ y ago32:46

32:46

In the final week of our Financial Detox, we will be looking at the more holistic view of your financial situation. Take the Financial Well-being Assessment quiz here: https://evolutionfinancialplanning.co.uk/financial-well-being-quiz Feel free to join my Facebook Community and you will find inside all replays from the previous weeks of our 4-week …

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EP86- Financial Detox Week 3: Looking at the bigger picture 14:29

1+ y ago14:29

14:29

This week is about looking at the bigger picture. For a lot of people at the moment, it might just be a case of living from week to week and getting by, trying to pay the bills and put food on the table but there is also a need to consider planning for the future goals. We want to put some money aside for our future goals and general expenses. Feel…

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EP85- Financial Detox Week 2: Essential Outgoings 39:59

1+ y ago39:59

39:59

In Week 2, I will share more about budgeting and fixed outgoings which I call essential outgoings. Knowing what your outgoings are helps you to understand what you can pay yourself. So if you haven't got a spreadsheet and you want a budget planner, just email me “budget planner, please” at rebecca@rebeccarobertson.co.uk. Want to come and join us fo…

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EP84 - Financial Detox Week 1: Needs, Wants and Purpose 39:59

1+ y ago39:59

39:59

Financial Detox Week 1, I will discuss our money mindset and how we can pick up on how things are affecting us. I will talk about some psychology and the things that I do around to keep my mindset healthy. And I will talk about needs, wants and purpose, and how we can start to look up a few tools to help us get into a rhythm. If you’re ready for th…

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EP83- How to be smart with your finances 27:40

1+ y ago27:40

27:40

Be more careful in managing your finances. Look at what it looks like when you start investing, and when you start putting that money aside, you start to get a feel for it. When you can start to understand how much you need to put aside to retire to have a better lifestyle, you then start to adjust how you're spending and you start to prioritize yo…

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EP82- If I could start over 16:38

1+ y ago16:38

16:38

In September, I will be celebrating my 11 years anniversary of being in the business. And in today’s episode, I talked about what I would do if I could start over. I shared what I've learned, where I've got and how I've got to be where I am today. If you want to join my Alliance Collective Taster Day on 1st September where I will be discussing how…

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EP81- Your network is your net worth 15:55

1+ y ago15:55

15:55

In this episode today, we are going to talk about how you create the right network for you and your business. I will also give you some of my book recommendations and a bit about my local network group called Alliance Collective. If you’re interested to know more about Alliance Collective, you can check out and book a free 10 minute call if this me…

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EP80- Cost of living crisis 34:37

2y ago34:37

34:37

I talked about the cost of living crisis because I believe that it’s important to pass information on to other people. So even if you think the cost of living is not affecting you now, you might be worried about it in the future. I shared some few basic tips and strategies for you to get by considering the challenge brought about today’s cost of li…

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