Have you ever looked at someone on the school run and thought they looked a bit unfriendly, only to discover they were just as intimidated by you? This week Rebecca is joined by Katie Mansey, her client manager of eight or nine years and new regular co-host, for a conversation about first impressions, confidence, money and the people we surround ourselves with. It starts with the school run and the assumptions we make about other women. Rebecca talks about withdrawing when she feels uncomfortable, while Katie shares her experience of being bullied at school. They discuss how those feelings can follow us into adulthood, sometimes affecting whether we speak up, ask for a pay rise or put ourselves forward for an opportunity. They also get into recognising your own achievements, questioning the limits you put on yourself and the part other people can play in your success. And there is plenty of chat about asking for help, poo picking and the everyday things that take up more time than you realise. In this episode: · First impressions, resting bitch face and why we might misread one another · How experiences at school can affect confidence later in life · Why self-doubt can influence pay rises, promotions and other money decisions · What it means to recognise your own achievements and question your financial ceiling · How the people around you can affect the choices you make · Working in a way that makes the most of your strengths, and asking for help when you need it · Making time for what matters to you, from work to home and the horses Chapters: 00:00 Introducing Katie, Rebecca's new co-host 04:03 Relationships, money and why your network matters 09:45 Resting bitch face, first impressions and the school run 13:20 How self-doubt affects confidence, careers and money 21:30 Financial ceilings and recognising your own success 26:00 Working smarter, building your team and asking for help 38:00 Freeing up time and headspace for what matters 42:20 The Weekly Edit, investing and generational wealth 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 Watch and listen: YouTube: https://www.youtube.com/@rebeccarobertsonifa Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147 ---------------------------------------------------------------------------- Connect with Rebecca Robertson and the Podcast: Subscribe for weekly wealth-building strategies: https://www.youtube.com/@rebeccarobertsonifa Instagram: https://www.instagram.com/rebecca_robertsonifa & https://www.instagram.com/acceleratingyourwealth LinkedIn: https://www.linkedin.com/in/rebecca-financial-advisor Facebook : https://www.facebook.com/RebeccaRobertsonwealth www.evolutionfinancialplanning.co.uk Disclaimer: This content is for educational and informational purposes only and should not be construed as financial advice.
Sometimes showing up means doing it in your jim jams, with a cup of tea and a Highland cow mug. This episode of Accelerating Your Wealth is a little different. Rebecca is recording from home, without the London studio, the polished setup or everything looking perfect. And that is partly the point. After experimenting with a more produced version of the podcast, Rebecca talks about why the show is shifting again, what she has learned from the past year, and why she wants to bring more real-life conversations back into it. The theme for the next few months is relationships: our relationship with money, with ourselves, with our partners and with the people around us. In this episode: Why Accelerating Your Wealth is moving away from the polished studio format What Rebecca learned from trying to make the podcast look and feel more "professional" Why showing up imperfectly can sometimes be more useful than waiting until everything is right What the Summer Reset taught Rebecca about the conversations people engage with The new focus on relationships, money and the psychology behind both What is coming up around divorce, relationships and money later this year Why Rebecca is still working on her own money mindset after 26 years in financial services The financial "ceiling" we can place on ourselves without realising it Dreaming bigger, and working out what success actually looks like for you Why books, learning and Rebecca's own experiences will become a bigger part of the show A look back at the podcast, its back catalogue and some of the episodes listeners continue to return to Timestamps: 00:00 Welcome, the jim jams and what is changing 04:19 Showing up when everything isn't perfect 08:41 Why the London studio format stopped working 12:10 Bringing more of "Becky with a cup of tea" back to the podcast 15:46 Relationships, money and what's coming next 20:04 Divorce, books and working on your relationship with money 23:59 Money ceilings, dreaming bigger and defining success 27:54 What Rebecca is learning now and what's coming up on the show 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 Watch and listen: YouTube: https://www.youtube.com/@rebeccarobertsonifa Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147 The podcast might look a little different from here, but the aim is the same: real conversations about money, the things that affect how we deal with it, and what we can learn along the way. And if Rebecca sometimes turns up in her jim jams with a cup of tea, that's part of it too.
Name a powerful woman with money from your childhood. A role model from the films and stories you grew up with. The only one we could come up with was Cruella de Vil, a villain who wanted to turn puppies into a coat. Every other story gave us princesses waiting to be rescued. This is the final episode of our Summer Reset, the 6-part summer series where Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach. In this episode: Why money is still a taboo subject for so many women, and what the silence costs The other side of it: male pride, and the £5,000 credit card that never gets mentioned Where the "women are bad with money" story comes from, and how recent that history really is Money blocks: the beliefs running quietly in the background before you can question them The Cruella de Vil problem, and what happens when your only wealthy female role model is a villain What we honestly think when we see a woman who is visibly wealthy, and why the reaction isn't about her Women, inheritance and the wealth transfer ahead The questions to start asking yourself, beginning with "what would happen financially if..." Timestamps: 00:00 Cold open and welcome 00:59 Why is money still taboo for women? 01:37 Male pride and the debt nobody mentions 02:04 The history: how recently money wasn't ours 03:24 Money blocks and where they come from 04:17 Cruella de Vil and the role model problem 06:56 What we really think when we see a wealthy woman 08:36 Women, inheritance and the wealth transfer ahead 10:30 The questions to start asking yourself 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 Watch and listen: YouTube: https://www.youtube.com/@rebeccarobertsonifa Spotify: Listen on Spotify Apple: Listen on Apple Podcasts That's the Summer Reset complete. All 6 episodes are available now, and there's a back catalogue of over 100 episodes waiting whenever you need it. Thank you for spending your summer with us.
Her husband was the main breadwinner. He walked out on the Friday. By Monday she was staring at the bank accounts thinking, what do I do now? That happened to a client the week this episode was recorded. This is episode 5 of our Summer Reset, the 6-part summer series where Rebecca is joined by her Evolution Financial Planning colleagues Katie, Client Manager and Protection Adviser, and Carol Wright, Independent Financial Adviser and Money Coach. Career breaks, motherhood, divorce, caregiving, bereavement, menopause. These events are rarely in the plan, and they are often the very things that make the biggest dent in women's wealth. In this episode: The practical first steps when a relationship ends suddenly, starting with an account in your own name Why splitting bills 50/50 doesn't work when one partner earns considerably more What happens to maintenance when a child turns 18, and why so many mums aren't ready for it Motherhood, career breaks and how the wealth gap quietly compounds Why surplus income in the full-earning years buys you choices later Financial coercion: the red flags and where to find proper support The financial date night, and keeping money conversations regular rather than confrontational The £2,880 pension contribution for non-earners, topped up to £3,600 by tax relief Caring for elderly parents, wills, powers of attorney and the April 2027 inheritance tax changes Rebuilding afterwards, and the clients living on their own terms with a pension in their own name Timestamps: 00:00 Cold open and welcome 01:34 The life events that shape women's finances 02:47 When the breadwinner walks out: what to do first 04:08 Divorce, settlements and what 50/50 really means 05:31 Maintenance, and the cliff edge at 18 09:18 Motherhood, career breaks and the wealth gap 14:35 Using surplus income while you have it 17:17 Financial coercion and where to get help 17:39 The financial date night 20:06 The £2,880 pension rule for non-earners 21:40 Caring for parents, inheritance tax and powers of attorney 24:03 Rebuilding after divorce If anything in this episode resonates and you need support, Surviving Economic Abuse has excellent guidance: survivingeconomicabuse.org 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 Watch and listen: YouTube: https://www.youtube.com/@rebeccarobertsonifa Spotify: Listen on Spotify Apple: Listen on Apple Podcasts Next week is the final episode of the Summer Reset: breaking money taboos, the conversations women need to have.
Rebecca's 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 she 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 where Rebecca is joined by her 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 Subscription creep, including the 3 Netflix screens nobody in the house was using Teaching children the value of money, and why the same principle works on adults The Money Multiplier calculator: what your daily coffee actually costs over 5 years Why the people who got wealthier own assets, and how the rest of us are marketed into spending The signs you're ready to move from managing money to a proper wealth strategy Business owners: company pension contributions, relevant life cover and what happens if you can't work Income protection versus critical illness cover, and the claim that won't pay out Katie's cousin, widowed at 34, and the life policies that let her keep her home Your 12-month thriving plan: what to review, automate, stop and learn Timestamps: 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 Watch and listen: YouTube: https://www.youtube.com/@rebeccarobertsonifa Spotify: Listen on Spotify Apple: Listen on Apple Podcasts 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.