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From Striving to Thriving: Where Does All Your Money Actually Go? | Ep 163

Rebecca Robertson - Wealth Strategist

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From Striving to Thriving: Where Does All Your Money Actually Go? | Ep 163

83 просмотра · 2 недели назад
Rebecca Robertson - Wealth Strategist
169 подписчиков
83 просмотра · 2 недели назад
My son gets a pound for every dojo point he earns at school. Last week he asked to buy one of his squishy dumpling toys, and I said yes, with your own money. His whole face changed. We adults are no different. When spending has no connection to anything real, we just keep spending. This is episode 4 of our Summer Reset, the 6-part summer series with my Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach. In this episode: the 3-month bank statement audit and why a highlighter is your best financial tool, the subscription creep quietly draining your account, the Money Multiplier calculator that turns your daily coffee into something much bigger, why the wealthy play a completely different game, and the protection story every business owner needs to hear. Plus a simple 12-month thriving plan to finish. Chapters: 00:00 Cold open and welcome 04:07 The bank statement audit and subscription creep 05:25 Dojo points, dumplings and teaching the value of money 06:47 The Money Multiplier: what your coffee really costs 10:33 How wealthy people play a different game 13:11 Signs you're ready for a wealth strategy 14:00 Business owners: pensions, protection and sick pay 14:39 Income protection vs critical illness cover 17:48 Katie's cousin and why protection matters 19:19 Your 12-month thriving plan Want to know where you stand with your finances? Take our free Financial Wellbeing Quiz. It asks 12 yes or no questions and takes less than 2 minutes: https://allmylink.me/YtLK Listen on your favourite platform: Spotify: https://open.spotify.com/show/3R1YtF0... Apple: https://podcasts.apple.com/gb/podcast... New episodes of the Summer Reset drop every Friday through the summer. Next week: the life events that shape women's wealth and how to plan for them. #AcceleratingYourWealth #WomenAndMoney #IntentionalSpending #SummerReset #MoneyTips --------------------------------------------------------------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies:    / @rebeccarobertsonifa   Instagram:   / rebecca_robertsonifa   &   / acceleratingyourwealth   LinkedIn:   / rebecca-financial-advisor   Facebook :  / rebeccarobertsonwealth   www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice.