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
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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.