Rebecca Robertson IFA & Wealth Strategist

14/06/2026

When does the government ever give you free money?!

Your employer can put money in. If you pay in yourself, you get tax relief on top from the government. Then it grows with no income tax and no capital gains tax along the way. Free money that compounds for twenty or thirty years. It's one of the best tax wrappers we have.

Have a listen to get my take on pensions and what we can be looking at to help make pensions less intimidating!

If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast. https://evolutionfinancialplanning.co.uk/financial-well-being-quiz/podcast-financial-wellbeing-quiz/

Watch and Listen Here:
YouTube: https://www.youtube.com/
Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c
Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147

PersonalFinance

13/06/2026

The ten pounds a month I show my daughter.

Every month I show her how that ten pounds is invested and how the returns are working. She owns the money. She's learning how it grows. Because if we don't understand our own money, how can we ever pass that on to our children?

If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast. https://evolutionfinancialplanning.co.uk/financial-well-being-quiz/podcast-financial-wellbeing-quiz/

Watch and Listen Here:
YouTube: https://www.youtube.com/
Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c
Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147

PersonalFinance

11/06/2026

New episode out tomorrow.

The word "pension" makes most of us want to look away. If that's you, this is the episode for you.

Tomorrow I'm talking about why we ignore our pensions, and what changes when we finally stop. Because ignoring your pension isn't laziness. It's overwhelm. And overwhelm is a much easier thing to fix than you would think.

I share the moment it clicked for me, why a pension isn't just a safety net but an opportunity, and the one small step worth taking this week.

Set a reminder. Out tomorrow morning, wherever you listen.

If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast. https://evolutionfinancialplanning.co.uk/financial-well-being-quiz/podcast-financial-wellbeing-quiz/

Watch and Listen Here:
YouTube: https://www.youtube.com/
Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c
Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147

11/06/2026

You're not bad with money. You've been under-supported.

Stop saying you're rubbish with money.

Reframe it: nobody supported you in this process. Nobody showed you the way. That's not the same thing as not being capable. Change the story and the confidence follows.

If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast. https://evolutionfinancialplanning.co.uk/financial-well-being-quiz/podcast-financial-wellbeing-quiz/

Watch and Listen Here:
YouTube: https://www.youtube.com/
Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c
Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147

PersonalFinance

10/06/2026

Cash Inheritance: the retirement reality check

A client had a large inheritance in cash. At her current spending, it runs out in five to six years. Invested conservatively? Another six or seven years. Add pension tax relief on top and you're looking at even longer. Small decisions, massive difference.

If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast. https://evolutionfinancialplanning.co.uk/financial-well-being-quiz/podcast-financial-wellbeing-quiz/

Watch and Listen Here:
YouTube: https://www.youtube.com/
Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c
Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147

WomenAndMoney

08/06/2026

Women aren't bad with money.

The system was not originally built to support women.

Historically, women couldn't even open a bank account without a husband present. Girls were told they weren't good at maths. And now we wonder why there's a confidence gap around finances? The story was never about ability.

If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast. https://evolutionfinancialplanning.co.uk/financial-well-being-quiz/podcast-financial-wellbeing-quiz/

Watch and Listen Here:
YouTube: https://www.youtube.com/
Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c
Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147

PersonalFinance

06/06/2026

No man is a financial plan.

There is a narrative that goes something like this, 'someone else will take care of our money'. A partner, a husband, whoever. I speak to women who are being left homeless, with no pension, going into retirement in poverty. The plan can't be that someone else will take care of things.

The best plan women can have is to start with taking ownership of our money.

Check out the full episode for all of this big episode!

If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast. https://evolutionfinancialplanning.co.uk/financial-well-being-quiz/podcast-financial-wellbeing-quiz/

Watch and Listen Here:
YouTube: https://www.youtube.com/
Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c
Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147

PersonalFinance

05/06/2026

03/06/2026

"You shouldn't consolidate your pensions just for the sake of it"

Those pension consolidation ads make it sound easy. But moving a defined benefit pension into a non-defined benefit scheme means giving up guaranteed income. Get independent advice first.

If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast. https://evolutionfinancialplanning.co.uk/financial-well-being-quiz/podcast-financial-wellbeing-quiz/

Watch and Listen Here:
YouTube: https://www.youtube.com/
Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c
Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147

IndependentAdvice

02/06/2026

Another clip from my most recent episode of my podcast!

Your pensions are about to count for inheritance tax

Big regulatory change coming. Your pensions will form part of your estate for IHT. Got multiple pensions scattered around? That's going to create a mountain of admin for your family.

If you want more from the podcast, take our quiz. We'll give you playlists that are full of exactly the information you want from the podcast. https://evolutionfinancialplanning.co.uk/financial-well-being-quiz/podcast-financial-wellbeing-quiz/

Watch and Listen Here:
YouTube: https://www.youtube.com/
Spotify: https://open.spotify.com/show/3R1YtF0SZYUaP8HY5zPpMr?si=df572d19e168406c
Apple: https://podcasts.apple.com/gb/podcast/accelerating-your-wealth/id978095147

FinancialPlanning