Home Podcasts WealthTalk - money, wealth and personal finance.
WealthTalk - money, wealth and personal finance.

WealthTalk - money, wealth and personal finance.

Kevin Whelan and Christian Rodwell 328 episodes Nov 11, 2026

WealthTalk is a weekly personal finance podcast hosted by Kevin Whelan and Christian Rodwell. It aims to help listeners become completely financially independent by following a proven step-by-step process. The show focuses on building and protecting wealth through growing assets, with an emphasis on education, support, and networking. The hosts invite listeners to join their free WealthBuilders community online.

Episodes

The Pension Triple Whammy: How Inheritance Tax Could Hit Your Family in 2027
The Pension Triple Whammy: How Inheritance Tax Could Hit Your Family in 2027 Nov 11, 2026 43:55 Key Topics Covered:1. The Pension Triple Whammy: What's Changing in 2027Why unused pension funds are expected to become subject to inheritance tax from April 2027.How the combination of inheritance tax, income tax and the potential loss of the Residence Nil Rate Band could significantly increase the tax burden on families.2. The First Whammy: Inheritance Tax on PensionsHow bringing unused pension
Wealth Beyond Borders: What Comes After Building Your Property Portfolio?
Wealth Beyond Borders: What Comes After Building Your Property Portfolio? Oct 21, 2026 45:03 Key Topics Covered:1. Why Building Wealth Needs an End GoalWhy accumulating property and growing a business should be part of a wider long-term plan.How thinking about the end goal can help investors make decisions today that support their future objectives.Why wealth creation should consider the next stage of the journey, rather than accumulation for its own sake.2. The Risks of the Single-Asset
The Adaptive Entrepreneur: Building Property Powwow with MS and AI
The Adaptive Entrepreneur: Building Property Powwow with MS and AI Oct 7, 2026 46:00 Key Topics Covered:1. From MS to Building Property PowwowHow Katie's experience with MS and major life changes shaped the way she works, thinks and builds her business.Why helping people became such an important part of Katie's journey and the foundation of Property Powwow.2. People First, Property SecondHow Property Powwow evolved from a networking group into a wider property education and commun
The Family WealthFortress: How to Grow, Protect and Pass On Your Wealth
The Family WealthFortress: How to Grow, Protect and Pass On Your Wealth Sep 23, 2026 53:03 1. Why Families Need a Joined-Up Wealth PlanWhy financial decisions are often made separately, with different advisers, products and strategies operating in isolation.How the Family WealthFortress brings different areas of family wealth planning together in one coordinated plan.Why Kevin believes the worst thing you can do once you understand your potential inheritance tax liability is to do nothi
How Genealogy Can Help Protect and Transfer Your Wealth with Kirsty Gray
How Genealogy Can Help Protect and Transfer Your Wealth with Kirsty Gray Sep 9, 2026 31:11 1. From Family History to Family Wise LtdHow Kirsty's interest in genealogy began through her grandparents, old family letters, photographs and her own family history.How a lifelong passion for genealogy developed into Family Wise Ltd, now working with people and cases around the world.2. How Technology Has Changed GenealogyHow online records have made researching family history much more accessib
People Before Profits in Building Wealth with Lorraine Thomas
People Before Profits in Building Wealth with Lorraine Thomas Aug 26, 2026 44:33 1. From Career Change to Property Investing How Lorraine went from a career in law to caring for her father and becoming an accidental property investor. How an email sent to the wrong Lorraine led her to housing vulnerable young people. 2. Learning Through Action and Experience How Lorraine and her business partner learned from mistakes while navigating property auctions. Why education is
Wake Up, Consumers! Stop Sleepwalking Through Your Financial Future
Wake Up, Consumers! Stop Sleepwalking Through Your Financial Future Aug 12, 2026 44:54 1. Why Life Planning Should Come Before Financial Planning Why you need to understand the life you want to create before deciding how your money should support it. Using a lifetime cash flow plan to identify future liabilities and the assets needed to fund them. 2. Looking Beyond Investments to Understand Total Wealth Why traditional financial planning can focus too heavily on regulated inve
Building Wealth with Trading: Risk, Discipline and Long-Term Thinking
Building Wealth with Trading: Risk, Discipline and Long-Term Thinking Jul 29, 2026 38:30 Key Topics Covered: 1. Trading as a Wealth-Building Skill Why trading should be viewed as a skill rather than a shortcut to wealth. How education and consistency lay the foundations for long-term success. 2. Trading vs Investing Understanding the difference between trading and traditional buy-and-hold investing. Why both approaches can play complementary roles in a wealth-building strategy.
The Real Cost of Getting Your Retirement Plan Wrong
The Real Cost of Getting Your Retirement Plan Wrong Jul 15, 2026 46:04 1. Why Retirement Planning Is More Complex Than Ever Why retirement is no longer simply about accessing your pension. How today's retirees must balance income needs, tax efficiency and long-term financial security. 2. Annuities vs Drawdown – Understanding Your Options What annuities are and why they're becoming attractive again. How combining guaranteed income with flexible drawdown can cre
How to Build Investment Foundations That Turbocharges Your Returns with Manish Kataria
How to Build Investment Foundations That Turbocharges Your Returns with Manish Kataria Jul 1, 2026 54:09 1. Why Cash Isn’t Always Safe Why holding too much cash can quietly reduce purchasing power over time. How inflation can become one of the biggest threats to long-term wealth. 2. Finding the Right Balance Between Liquidity and Growth How much cash investors should realistically hold in a portfolio. Why balancing liquidity with long-term growth is essential for financial resilience. 3. Alte
How One Deal Made James Lynch Financially Independent
How One Deal Made James Lynch Financially Independent Jun 17, 2026 41:04 Key Topics Covered: 1. From Employment to Financial Independence James shares his transition from project management into full-time property investing. How property income eventually replaced employment income. 2. The Impact of Taking Action Why waiting for perfect conditions can delay progress. The importance of getting started and learning through experience. 3. Building a Foundation wit
From Property Failure to Predictable Profits with Tsen Wharton
From Property Failure to Predictable Profits with Tsen Wharton Jun 3, 2026 46:40 Key Topics Covered: 1. Defining True Wealth Wealth is about creating predictable income and financial security. The goal is freedom, experiences, and a low-stress lifestyle. 2. From Corporate Career to Property Entrepreneur Transitioning from employment to financial independence through property. Recognising when a traditional career path no longer aligns with personal goals. 3. The Impact

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