In the latest WealthTalk episode, Kevin and Christian delve into the world of investments! Tune in and discover how to craft a resilient investment portfolio and learn why knowing your investing DNA is crucial for long-term wealth building. The episode is a treasure trove of insights, covering digital assets, property strategies like crowdfunding and P2P lending, and unique investment opportunities in private equity, venture capital, and collectables.  Whether you're exploring cashflow strategies, diversification across multiple asset classes, or seeking tax-efficient investment methods ..read more

This week on the WealthTalk podcast, WealthBuilders Founder, Kevin and Wealth Coach, Manish Kataria, provide key insights into the world of investing. In this eye-opening episode, they address the pressing issue of hefty fees often encountered with traditional investing methods and highlight the critical role of diversification in reducing risk. From the intricacies of Independent Financial Advisers (IFAs) to the advantages of Exchange-Traded Funds (ETFs) and the dynamics of core-satellite investing strategies, Kevin and Manish provide a wealth of comprehensive insights you'll want to hear. La ..read more

In this week’s episode of WealthTalk, Christian Rodwell and Kevin Whelan explore the fundamental principles of wealth creation.  They emphasise the importance of establishing recurring income streams and introduce viewers to the seven key asset classes essential for wealth building. Kevin discusses the concept of wealth as income derived from assets and highlights common pitfalls associated with home equity and pension investments.  He delves into the risks of conventional investments and introduces property portfolios as a cornerstone of wealth creation, particularly through strateg ..read more

In this episode, Louise Hill, Founder and CEO of GoHenry, shares her journey of building a successful prepaid debit card and financial education app for kids.  The inception of the now global entity, GoHenry, was sparked by Louise noticing her children's inadvertent overspending online, highlighting a gap in practical financial education for children.  In the episode, we cover topics such as the marketing strategies her team has used to amplify GoHenry’s growth, the rewards and challenges of running a startup and the significance of adapting to different markets.  The episode de ..read more

In today’s episode, we explore the inspiring journey of Toby and Kate Spanier, a couple who leveraged a Small Self-Administered Scheme (SSAS) pension to transform their lives through property investment.  Having moved from London to Kent, they saw potential in a dilapidated property and embarked on a venture that not only brought the property back to life but also set them on a path to financial independence. Toby, initially a management consultant, and Kate, who later joined him in his enthusiasm for property investment, discovered the power of SSAS pensions. They took a bold step by usi ..read more

In this podcast episode, Lisa Hunt, a member of WealthBuilders since December 2022, shares her journey with WealthBuilders and network marketing, specifically with a company called Arbonne. She joined WealthBuilders with her husband, Tim, to build recurring income streams, a concept she was familiar with due to her background in network marketing and her husband's background in freelance contracting. Lisa highlights the educational curve and mindset shift they experienced in their first year with WealthBuilders. She discusses the importance of building a legacy, reducing financial stress, and ..read more

In this episode, hosts Christian Rodwell and Kevin Whelan discuss the devastating effect of fees on wealth. They are joined by Manish Kataria, Founder of Invest Like a Pro and a WealthBuilders Wealth Coach, who shares his expert insights on reducing fees and building wealth. The conversation covers the different types of fees and where they occur, the importance of negotiating fees, and the SCORE Report, a tool that helps individuals understand and reduce their fees. Tune in as this episode emphasises the need for individuals to take control of their investments and reduce fees to maximise the ..read more

Welcome to the second part of Kevin Whelan's interview with Simon Zutshi, CEO of Property Investors Network (PIN). In this part, Simon discusses why education alone is not enough and the importance of community, connection and support. He introduces his concept of "who not how," focusing on leveraging others' skills and talents rather than trying to do everything yourself. Kevin asks Simon to explain the sale of Property Investors Network to entrepreneur Roger Hamilton. Simon details how the online business valuation increased during COVID lockdowns, leading Roger to make an offer. Simon agree ..read more

We dive into Neil Moggan's inspiring journey from a teacher to a transformative trainer in mental wellbeing and financial education. Since joining WealthBuilders with his wife Katie in late 2020, Neil has seen significant changes in both his personal growth and financial status. He discusses the impactful shift in his career after leaving his teaching job, focusing now on improving mental health and meta-cognition in children. Neil highlights the urgent need for better financial education in schools, informed by his firsthand experiences and the stark disparities he's observed. Neil shares ins ..read more

Michelle Shevill, Co-Founder of OneCard, discusses how the innovative tool ‘One Card’ is changing the game in business networking. Michelle shares her journey from running a merchandising business to developing OneCard amidst the challenges of Covid, showcasing the shift from traditional methods to a digital, environmentally friendly approach. OneCard streamlines networking by allowing users to book meetings, share documents, and integrate with CRMs directly through a digital card, complete with a feature to support charities. Michelle, along with her team including her husband Mark and t ..read more