WealthTalk - money, wealth and personal finance.

In this interview, Kevin Whelan and Manish Kataria delve into the intricacies of SSAS pension, exploring how it can serve as a powerful financial tool for business owners. 

They discuss the importance of taking action in financial planning, the benefits of collaboration in wealth building, and the implications of inheritance tax on financial strategies. 

The conversation emphasises the need for financial education and the potential of SSAS pensions to create wealth now, rather than just serving as a retirement fund. 

In this episode, Kevin speaks about the importance of recurring income, effective financial pla...

Welcome to another insightful episode of Wealth Talk, where we explore the strategies, tools, and mindset shifts that help you build lasting wealth. This week, host Christian Rodwell is joined by Karen Williams, book mentor and founder of Librotas, who helps coaches, consultants, and business owners turn their ideas into impactful books that elevate their authority and attract new opportunities.

Key Topics & Takeaways:

Welcome to another insightful episode of Wealth Talk, where we explore the strategies, tools, and mindset shifts that help you build lasting wealth. This week, host Christian Rodwell is joined by Paul Green, a former airline pilot turned sales strategist, who now helps entrepreneurs grow their businesses by building genuine connections through WhatsApp.

Key Topics & Takeaways

1. Paul’s Entrepreneurial Journey

2. Why WhatsApp?

Welcome to another insightful episode of WealthTalk, where we explore the strategies, tools, and mindset shifts that help you build lasting wealth. This week, host Christian Rodwell is joined by Jon Rumens, founder of FocusMe, a powerful tool designed to help individuals and businesses master their time, block distractions, and supercharge productivity.

Key Topics Covered:

Welcome to another insightful episode of Wealth Talk, where we dive into the vital role of cash in building a resilient financial plan. This week, host Christian Rodwell is joined by Giles Hutson, co-founder and Executive Chairman of Insignis Cash. With a wealth of experience in investment banking and entrepreneurship, Giles shares practical strategies for optimising cash, managing risk in retirement, and future-proofing your financial decisions in a changing economic landscape.

Key Topics Covered:

Welcome to another insightful episode of Wealth Talk, where we explore the world of creative property strategies with Paul Stapleton. Paul shares his inspiring journey into entrepreneurship, discussing how he built a property company, launched a training academy, and established event businesses. This episode is packed with actionable insights and innovative strategies for those looking to succeed in the ever-changing property market.

Topics Discussed:

In this episode of WealthTalk, Christian Rodwell is joined by Anthony Bailey-Grice, Managing Director of LNPG, the UK’s largest buying group exclusively for private landlords. Anthony shares the origin story of LNPG, born from the challenges private landlords face when trying to secure fair pricing and high-quality products, and how the company has grown into a powerful resource for landlords seeking better margins and stronger supplier relationships.

Anthony explains how LNPG leverages contract pricing to unlock exclusive savings, why a tiered membership model supports landlords at every stage, and the importance of recurring income in building a...

In this episode of WealthTalk, we’re joined by Jay Papasan, bestselling co-author of The One Thing, who reveals how mastering focus and embracing fear can be powerful drivers of success in business and life. With host Christian Rodwell, Jay shares his journey from being a book editor to building wealth as an entrepreneur, and how shifting his mindset was the first step towards lasting transformation.

Jay explains how fear is often a signal pointing us toward growth and opportunity, and why learning to focus on just “one thing” can create extraordinary results. He dives into the core c...

In this episode of WealthTalk, we’re joined by Raj Beri, a former scientist turned full-time property investor, who reveals how he built a successful portfolio using innovative strategies—including the Local Housing Allowance (LHA) model) to maximise rental income. With hosts Christian Rodwell and Kevin Whelan, Raj unpacks the complexities of navigating housing benefit tenants, government regulations, and tenant relationships, while debunking common myths that deter many investors from exploring this path.

Raj shares the ups and downs of leaving behind a stable career, the importance of having a financial safety net, and how mentorship and comm...

In this episode of WealthTalk, we’re joined by Donnie Maclean, the founder of Eat Balanced, a company committed to creating healthier pizzas that don’t compromise on taste—developed in collaboration with a professor of nutrition. Donnie takes us through his entrepreneurial journey, highlighting the challenges of building a food brand from scratch, getting into supermarkets, and the even harder task of staying on the shelves.

He shares his philosophy of "health by stealth", aiming to improve nutrition without forcing radical changes in consumer habits. Throughout the conversation, Donnie speaks openly about the emotional roller coaster of bus...

Stepping onto a stage or speaking in front of an audience can be intimidating, but mastering public speaking is a game-changer for building confidence, authority, and wealth. For Andy Haynes—award-winning property investor, former BBC presenter, and founder of Speaking Success—effective communication has opened doors to new opportunities and lasting connections.

In this episode, Chris Rodwell and Andy explore the key strategies for becoming a confident speaker, including storytelling techniques, maintaining audience engagement, and using public speaking to elevate your brand. They also discuss how to turn nerves into a powerful asset, the importance of preparation, and...

Leaving behind the familiarity of residential property investment can feel like a big leap, but for Suzi Carter, transitioning to commercial real estate has opened the door to higher returns, greater financial security, and long-term wealth-building opportunities. As a seasoned commercial property expert and founder of The Commercial Property Academy, Suzi has helped countless investors leverage SSAS pensions, navigate economic shifts, and uncover high-yield commercial deals.

In this episode, Chris Rodwell and Suzi dive into the key strategies for succeeding in commercial property, including identifying undervalued properties, understanding tenant demand, and using creative deal structures like lease...

Leaving behind a stable corporate career is a big step, but for Ian Bluck, it was the best decision he ever made. After spending 24 years climbing the corporate ladder, he replaced his salary with just one property deal and transformed his approach to wealth building. In this episode, Ian shares how he leveraged property investment, networking, and technology to break free from the constraints of a traditional job and create a life of financial freedom.

We explore the key mindset shifts required to transition from employment to entrepreneurship, the role of recurring income in long-term wealth building...

Title splitting isn’t just about dividing property—it’s a powerful strategy for increasing value, boosting capital growth, and unlocking new investment opportunities. But how do you know if it’s the right move for your portfolio?

In this episode, we explore the key benefits and challenges of title splitting, including how breaking a property into smaller units can lead to higher valuations and greater financial returns. You'll discover why integrating pensions with property investments can be a game-changer, and how recent tax changes are reshaping the property investment landscape.

We also discuss real-life case stu...

Successful joint ventures require more than just a handshake. They demand trust, due diligence, and legal protection. But how do you assess whether a partnership is the right fit?

In this episode, we break down the three P’s of joint ventures: People, Project, and Paperwork, helping you evaluate opportunities with confidence. You’ll learn why resonance expands value, while dissonance signals potential risks, and how financial transparency plays a crucial role in building strong collaborations.

We also explore the importance of legal documentation, why you should never rely solely on trust, and the key step...

Many investors believe commercial property is too expensive or complicated, but is that really the case?

Kevin Whelan, Suzi Carter, Jonny Dunn, and Tyler Burnip break down the myths and opportunities in commercial property investment, revealing how strategic planning and niche approaches can lead to higher returns. They explore the best ways to find motivated sellers, fund deals using pensions (SSAS), and maximise property value through asset management.

You'll also discover how leveraging SSAS can provide a tax-efficient way to invest, the key lending restrictions to be aware of, and real-life examples of investors successfully...

Many homeowners find themselves asset-rich but cash-poor, wondering if equity release could be the solution. But is it the right move?

In this episode, Christian Rodwell and Kevin Whelan break down the key considerations of equity release, including lifetime mortgages and home reversion plans. Kevin, now qualified in this area, shares expert insights on who equity release is best suited for and the potential pitfalls to be aware of.

You'll also discover why equity release should be a last resort and what alternatives—such as downsizing, remortgaging, or creating new income streams—you should explore firs...

Many people focus on compound interest, but the real key to financial independence is compound income—creating and reinvesting recurring income streams that grow over time. 

In this episode, Christian Rodwell and Kevin Whelan reveal how to apply compounding beyond interest to property, business, pensions, and intellectual property, helping you build predictable, recurring income.

You’ll also hear real-life success stories, including how WealthBuilder Mark Stokes doubled his pension in just five years. 

Whether you're starting out or optimising your assets, this episode will give you the strategies to make your money work for yo...

Are you ready to take control of your financial future?

In this episode of WealthTalk, Christian Rodwell, Membership Director at WealthBuilders, and Kevin Whelan, Founder of WealthBuilders, share the essential steps to achieving financial security and independence by creating multiple streams of income.

This conversation will inspire you to shift from trading time for money to building assets that generate recurring income. 

Christian and Kevin dive into the WealthBuilders Academy framework, breaking down the seven key asset classes for wealth creation. 

They also share powerful real-life success stories that demonstrate how me...

In this episode of WealthTalk, Christian Rodwell and Kevin Whelan reflect on the fundamental principles of successful wealth building as we head into the new year. 

They discuss the importance of understanding your ‘why’ to stay motivated, the critical first step of achieving financial security, and how protection lays the foundation for building wealth. 

The seven pillars of wealth take center stage as a proven roadmap to success, while recurring income emerges as a vital measure of progress.

Christian and Kevin also explore the power of accountability and coaching in accelerating results and stress...

This week's episode was recorded live at the Property Hosts Summit in Birmingham which was hosted and organised by Guillaume Black and the Property Filter team. 

With so many experienced property investors in the room Christian Rodwell took the opportunity to pull them to one side and ask them the question 'What is the single biggest mistake you see new property investors make, and how can they avoid it?'.

Golden nuggets of advice for anybody investing in property, not just the newbies!

Featuring Guillaume Black, Aaron Yahaya, Simon Zutshi, Kevin Wright, Hanif K...

In this conversation, Eva-Maria Dimitriades, CEO of Conduit Connect, discusses the mission and objectives of the organisation, which focuses on impact investing in areas such as climate, health, education, and inclusion. 

She explains the investment process, the importance of recurring revenue, and the demographics of their investors. 

Eva also highlights the unique features of Conduit Connect, including community engagement and the Generation Impact Academy, aimed at educating the next generation of impact investors. 

She concludes with advice for aspiring investors and emphasises the importance of aligning investments with personal values.

Disclaimer: Thi...

In this compelling episode of WealthTalk, Christian Rodwell and Kevin Whelan sit down with property expert Susannah Cole to explore how financial resilience can transform lives.

Susannah shares her incredible journey, from building a thriving property portfolio to overcoming personal health challenges, demonstrating how wealth can provide the freedom to focus on what truly matters.

Listeners will gain insights into the strategies behind successful property investment, the power of mentorship, and the importance of resilience in navigating crises. 

Susannah’s story highlights the profound connection between health and wealth, showing how financial security can...

In this episode of WealthTalk, we explore the far-reaching impacts of the recent budget on property investment, drawing on insights from leading residential and commercial property experts.

Topics covered include changes to capital gains tax and stamp duty, the challenges now facing residential landlords, and the growing opportunities in commercial property.

Creativity in property acquisition is more important than ever, and pensions can serve as a powerful tool for investing in commercial properties. High streets, often overlooked, may hold untapped potential.

Additionally, we dive into the Renters Reform Bill and highlight emerging trends...

In this episode of WealthTalk, Kevin Whelan delves into the latest budget changes around pensions and inheritance tax, shedding light on how these updates may impact your wealth-building path. 

Kevin explains why pensions remain one of the most effective tools for growing long-term wealth and shares key tips for maximising tax relief and managing funds wisely. 

He also explores the unique benefits of Small Self-Administered Schemes (SSAS) for business owners, especially in streamlining wealth transfer and establishing a lasting legacy. 

Focusing on proactive tax planning—from inheritance tax exemptions for spouses to preserving essen...

In this episode of WealthTalk, hosts Christian Rodwell and Kevin Whelan break down the latest budget, revealing its profound impact on business owners and the ripple effects for anyone focused on wealth building. 

They discuss why this budget, led by a historic first for a female chancellor, brought both new challenges and opportunities, especially with its high allocation of funds and the promise of economic stability over the next five years.

Christian and Kevin delve into the increased taxation on wealth and businesses, highlighting the complexity it introduces for various stakeholders and the importance of i...

In this episode of WealthTalk, Christian Rodwell sits down with Guillaume Black, the award-winning founder and CEO of Property Filter, to unpack the strategies and mindset shifts that have fueled his journey from a 10-year property investor to Property Entrepreneur of the Year 2021. 

If you’re serious about making property investment work for you in today’s market, this episode will give you a roadmap to success.

Guillaume shares valuable insights on what separates successful investors from the rest, breaking down the 4 top strategies working today—like assisted sales and buy-to-lease—that allow investors to thrive ev...

Are you thinking about selling your property at auction? In this episode, Ruban Selvanayagam shares expert insights on how to ensure you get the highest price possible. 

Ruban breaks down the essentials of auction sales, from choosing the right auction house to creating a strong legal pack that builds trust and confidence with buyers. 

You'll also learn how to price your property strategically to spark interest and even bidding wars!

He also uncovers the hidden benefits of auctions, like the security of sale and the potential for better-than-expected outcomes. 

Whether you’re ne...

In this episode, we're joined by Aran Curry, Founder of The Insight Group, who shares his incredible journey of building a property portfolio of over 200 properties – and how you can do the same! 

Aran breaks down his strategy for buying properties at a discount and reveals expert insights on negotiating deals in today's competitive market. 

You'll also learn how to tackle common challenges faced by investors and discover the importance of building a power team to support your growth.

But that’s not all! We dive into creative financing strategies, including vendor finance, along...

In this episode, we dive into the inspiring journey of Seb Inglis-Jones, co-founder of Maeving, as he shares how he built Britain’s first electric motorcycle company from the ground up.

Seb reveals the challenges of entrepreneurship, from navigating the ups and downs of a nascent market to overcoming funding struggles during the COVID pandemic. 

He highlights the power of partnerships and the importance of surrounding yourself with the right people.

Discover how Maeving’s commitment to quality and their innovative approach to urban mobility, like their removable battery technology, have helped them grow...

In this episode of WealthTalk, Christian Rodwell and Kevin Whelan sit down with James Vincent, ActionCoach Performance Director, to uncover the power of coaching in business and wealth-building.

Discover how mastering recurring income, leveraging systems, and overcoming entrepreneurial challenges can lead to long-term financial security. 

James dives into why coaching is a game-changer for entrepreneurs, sharing how learning from mistakes and building a business with scalable systems creates value for both you and potential buyers.

Plus, James shares more about the exciting Young Entrepreneur Smart Start programme and ActionCoach’s million-pound giveaway, designed to s...

In this episode of WealthTalk, Kevin Whelan engages in another Head 2 Head conversation with Nick James, CEO of Expert Empires.

They discuss Nick's journey from a young entrepreneur to a successful business leader, sharing insights into how early experiences shaped his approach to building and growing a thriving brand. 

The conversation delves into the significance of designing tailored programs for different stages of business growth, highlighting the value of cultivating recurring income streams and how these strategies have contributed to Nick's success.

Additionally, they explore how the COVID-19 pandemic impacted the events industry, t...

In this episode of WealthTalk, Christian Rodwell and Kevin Whelan dive deep into the world of property investment with Sam Faulkner, principal of SIRE Capital Partners.  

Together, they uncover the emotional pull that property holds for many investors and reveal why healthcare properties are becoming a standout choice for those seeking stable, long-term returns.

You'll hear Sam break down the strategies behind joint ventures, how to create recurring income streams, and why demographic trends are driving demand in the healthcare sector.

Plus, they explore how tax-efficient structures and even pension funds can be l...

In this week’s episode of WealthTalk, we interview Denise Pitot from the ActionCoach Foundation, who discusses the importance of educating the next generation to become successful business owners.

They have created the Young Entrepreneur Smart Start (YESS) program, which aims to give young people the right business education and increase their chances of success. 

The program covers topics such as mindset, the five ways and six steps of business success, marketing, and creating a business plan. 

The goal is to educate 1,000 children each month and create a global network of young entrepreneurs. 

...

In this insightful episode of WealthTalk, Kevin Whelan dives deep into the lessons learned from his recent mentoring session with ActionCoach. 

Kevin explores the four types of investors: defaulters, who invest without much thought; dabblers, who invest with little understanding; divers, who go all-in; and delegators, who hand off responsibility to others. 

He explains why understanding your "Investor DNA" is crucial and how aligning your investments with your personal interests and values is the key to long-term success.

Throughout the episode, Kevin highlights the importance of due diligence, the power of diversification, and th...

In this episode of WealthTalk, Kevin Whelan, Founder of WealthBuilders, discusses the inspiration behind the company and why building assets is far more rewarding than simply trading time for money.

Kevin introduces the game-changing concept of SSAS pensions, revealing how they offer unparalleled control, flexibility, and tax efficiency compared to traditional pensions. He shares real-life success stories of individuals who have transformed their financial futures using SSAS, particularly through savvy property investments.

But that's not all - Kevin passionately shares the importance of financial literacy for children, highlighting how early education can secure their future...

This week on WealthTalk, we welcome Tina Walsh, CEO of the National Association of Professional Sourcing Agents (NAPSA) Ltd. 

NAPSA is a recognised trade body supporting UK Sourcing Agents with guidance, training, and a unique search tool to help investors find compliant and credible sourcers, ensuring a safer investment environment.

Tina shares her journey from starting in property sourcing in 2012 to achieving financial independence and becoming an Amazon No.1 Best Selling Author with her book "Property Sourcing Compliance: How to Stay the Right Side of the Law". 

In the episode, we dive into th...

In this episode of WealthTalk, we chat with Julie Condliffe, a best-selling author and award-winning solicitor from Creative Legals. 

Julie shares her remarkable journey from homelessness to becoming a leading property investor and legal expert.

She provides invaluable insights into property auctions, including common pitfalls, essential legal documents, and the importance of due diligence. 

Julie also explains the differences between freehold and leasehold properties and how to handle service charges and rental arrears. 

Her strategies for turning auction purchases into profitable investments and empowering women in property investment are must-hear advice.

This week, Christian Rodwell and Kevin Whelan are joined by Jeremy Harbour, an investor and global leader in small business mergers and acquisitions. 

In the episode, they discuss the strategy of buying businesses without using cash upfront, highlighting the importance of creating capital events and the benefits of a blend of recurring income and capital growth. 

Jeremy shares his experience and insights into the world of business acquisitions and emphasises the need for empathy and rapport-building with business owners for success. 

He also discusses the Harbour Club community and the value of learning fro...

In the third and final instalment of ‘The 7 S's of Business Success’ series, we delve into the crucial final steps of building a successful business: scaling, selling, and, if necessary, scrapping. 

Whether you’re just starting out or looking to refine your strategy, this episode offers invaluable insights to help you confidently navigate these pivotal phases.

In the episode, you’ll learn…

Scaling Your Business (Step 5): Discover how to boost revenue through automation, expand your market reach, develop new products or services, and strengthen your teams. To ensure sustainable growth, learn to identify and manage...