WealthTalk - money, wealth and personal finance.

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 (SS...

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 th...

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...

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 tha...

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 s...

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 c...

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, in...

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...

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 m...

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...

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...

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 roa...

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 strategicall...

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 ch...

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 impo...

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 entrepr...

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 progr...

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...

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...

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 &quot...

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...

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 20...

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...

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 i...

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… Sc...