300 Episodes of Wealth: Celebrating the Journey & Shaping the Future

This week marks a major milestone for WealthTalk as Christian Rodwell and Kevin Whelan celebrate the 300th episode of the podcast. The duo reflect on six years and seven months of weekly episodes, share key listener stats, and discuss how WealthBuilders has evolved—and where it’s headed next. They highlight the importance of family, recurring income, and legacy, and preview upcoming changes in content and focus, including the impact of new inheritance tax rules and the growing relevance of women in wealth. Listeners are invited to join the conversation, share feedback, and help shape the future of WealthTalk.

Key Topics Covered

• Celebrating 300 Episodes:
  • Launched in February 2019; over six years of consistent weekly content.
  • Gratitude to loyal listeners, including some who have listened to every episode—twice!
• Top 3 Most Downloaded Episodes:

1. How to Create a Family Trust Fund (Ep. 122, with Paul Brooks)
2. From Zero to £20,000 a Month – A Property Journey (with Heather Smale)
3. The Seven Pillars of Wealth (Kevin’s book and framework)

• WealthBuilders Philosophy:
  • Wealth is about more than money: it’s about family, recurring income, community, and legacy.
  • The importance of holistic and family-oriented financial planning, not just individual advice.
  • Moving away from siloed, percentage-based advice toward fixed, results-driven fees.
• Looking Ahead:
  • Upcoming focus on inheritance tax changes and their impact on families (April 2027).
  • Plans for a new guide and waitlist for those affected: wealthbuilders.co.uk/iht.
  • Increasing attention to women and wealth, especially in light of the generational wealth transfer.
  • Embracing technological change: AI, digital currencies, and the evolving financial landscape.
• Community & Feedback:
  • Listeners encouraged to provide feedback, suggest topics, and leave reviews (wealthbuilders.co.uk/reviews).
  • Plans to feature more case studies, topical content, and diverse presenters.
• Legacy & Future Direction:
  • WealthBuilders aims to help clients create, build, protect, and pass on wealth and wisdom.
  • Focus on family charters, values, and genuine legacy planning for future generations.

Practical Tips

• Review Your Family’s Financial Planning:
  • Consider collective strategies for savings and investments to maximise benefits and reduce costs.
• Plan for Inheritance Tax:
  • Stay informed about upcoming changes and take early action to protect your family’s legacy.
• Get Involved in the Community:
  • Share your feedback, ask questions, and let the WealthBuilders team know what topics matter most to you.
• Leave a Review:
  • Help WealthTalk reach more people by leaving a quick review on your favourite platform.

Links & Resources

• Join the Inheritance Tax Guide Waitlist
• Leave a Review

Top 3 Most Downloaded Episodes:

1. WT122 - How To Create A Family Trust Fund  - SSAS Pensions, what WB are well know for, and also Family direction
2. From Zero to £20k/month w/ Heather Smail - interviewing successful entrepreneurs across business, property and investing
3. [Bonus] AudioBook: The 7 Pillars of Wealth, Kevin Whelan - the core IP of WealthBuilders, taught in the Academy which we launched at the same time as the podcast early 2019

• Seven Pillars of Wealth Book

Quotes

• “Wealth is not just about money—it’s about family, recurring income, and legacy.”
• “There’s a lack of wisdom being transferred to the next generation. We want to change that.”
• “Confused minds are the very fuel for a financial industry that tries to keep people in the dark. We want to bring clarity.”