Log in

goodpods headphones icon

To access all our features

Open the Goodpods app
Close icon
headphones
The First Wealth Podcast

The First Wealth Podcast

First Wealth Financial Planning

Hello and welcome to the First Wealth Podcast! I'm Rob Schwarz and I'm Scott Millar and we are both Financial Planners at First Wealth. We'll be your hosts for series 2 of the podcast supporting your journey whilst you carve your own path, disrupt industries and build innovative companies. This podcast is for the trailblazers, the visionaries and the rebels - who are consistently taking risks to push both their careers and lives to the next level. We’ll be having discussions with the figures standing out from the crowd, and making a name for themselves - and they’ll be sharing how you can do the same. At First Wealth, we offer an award-winning service to create confidence for tomorrow, so you can live life on your terms today, and with the First Wealth Podcast we’re talking entrepreneurial mindset and mastery to take your business to the next level - covering topics such as culture, communications, mindset, change management to name a few. Our mission is to make financial planning fun and joyous for our clients and we're very proud of our B-Corp status and passionate about our positive impact within the community - something we’re building upon within each new episode of this podcast.We'll be releasing a new episode every Tuesday, and you can follow the journey and find out more about us at https://www.firstwealth.co.uk/
bookmark
Share icon

All episodes

Best episodes

Seasons

Top 10 The First Wealth Podcast Episodes

Goodpods has curated a list of the 10 best The First Wealth Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The First Wealth Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The First Wealth Podcast episode by adding your comments to the episode page.

Welcome to The First Wealth Podcast, a podcast that’ll support your journey as you carve your own path, disrupt industries, and build your innovative ventures.

We kick off series 1 with the Co-Founders of First Wealth, Anthony Villis (your host for the series) and Robert Caplan. Anthony & Robert break down the inception of their award-winning financial planning firm and the advice that entrepreneurs can take from their experiences.

The economic parallels between the recession and current challenges make this episode an invaluable resource, where you’ll hear how to weather the storm of market uncertainty, why it’s key to look through to the other side (as counterintuitive as it may feel), and how to focus on your future as Anthony & Robert have..

This episode covers:

  • Anthony & Robert’s journey to Co-Founding First Wealth
  • Preparing your business for the threat of economic turbulence
  • The key steps to unlocking your business’ growth potential
  • How to pause and plan for the future to carve a path towards your goals, both business & personal

Get in touch: [email protected]
Links & references at: https://bit.ly/3taYezU

bookmark
plus icon
share episode

Covid has presented an unparalleled challenge to our economy, and with the uncertainty surrounding our fiscal future it’s high time to prepare your business to ride the wave and come out on top.

Who better to gaze into the crystal ball and help shine a light on how to move forward than Shamik Dhar, Chief Economist at BNY Mellon. Shamik breaks down what might happen moving forwards as a result of Covid, and whether we’ve anything to learn from previous crises.

This episode covers:

  • Similarities and differences between responses to Covid & the 2008 economic crisis
  • The financial impacts of Covid on a national and global scale
  • Our potential routes out of national debt
  • How you can prepare your business to ride out the wave of economic uncertainty

Get in touch: [email protected]
Links & references at: https://bit.ly/3taYezU

bookmark
plus icon
share episode

Fulwell 73’s staggering credits speak for themselves: ‘The Class of ‘92’, ‘Sunderland ‘Til I Die’, James Corden’s ‘The Late Late Show’, the Grammy Awards, and countless other productions demonstrate Gabe & Ben Turner’s passion & talent.

The brothers form two fifths of the partners behind this influential production company, pushing boundaries & breaking industry tradition to create incredible content.
On The First Wealth Podcast this week we peek behind the scenes of how they’ve built a prolific brand, worked with the likes of Usain Bolt & Berry Gordy, and continue innovating both on and off-screen.

This episode covers:

  • Fulwell 73’s non-traditional introduction to the industry, breakout film debut & influential Netflix series ‘Sunderland ‘Til I Die
  • The unique sources of their innovative ideas, and how the creative team brings them to life
  • Standout moments in Gabe & Ben’s career, from kickabouts with Paul Scholes to working with Motown legend Berry Gordy
  • Sharing the joys of the journey with long-time friends and the closest of family
  • How the team have learned from mistakes and channelled an admirable work ethic

Get in touch: [email protected]
Links & references at: https://bit.ly/3taYezU

bookmark
plus icon
share episode
The First Wealth Podcast - Welcome to Series 2 of The First Wealth Podcast
play

09/05/22 • 1 min

Take a listen to the trailer for series 2 of “The First Wealth Podcast” launching Tuesday 13th September!

This new series will be led by our own Financial Planners, Robert Schwarz and Scott Millar, who’ll be chatting to innovative business visionaries discussing how they got to where they are today.

New episodes will be dropping every Tuesday, so make sure to subscribe via your favourite podcasting platform to be the first to hear episode 1 and 2 on launch day...!
First Wealth Website: https://www.firstwealth.co.uk/category/podcast

bookmark
plus icon
share episode

Since 2020, there’s been a growing desire for business and personal connection, a challenge which Foundry is tackling head-on by curating SMEs around the country.

Their Co-Founder Adam Walker is brimming with the passion to reinvent coworking, and create a bustling community within each of their rapidly growing sites.

Adam joins us on The First Wealth Podcast for a look at the brand’s stellar growth, and how they’re achieving their purpose-led mission.

This episode covers:

  • Adam’s early entrepreneurship and the roots upon which Foundry began
  • The importance of going the extra mile to curate coworking communities
  • Creating a vision with values and purpose over commerciality
  • Imbuing local values into each location of Foundry’s wide-reaching mission

Get in touch: [email protected]

bookmark
plus icon
share episode

Last year there were 820+ gin distilleries in the UK, and only 4 who produced aquavit, a Scandinavian spirit. Sasha Cohen is CEO of the only one whose sole focus is aquavit.

To find and enter such a remarkable gap in the market takes a true trailblazer like Sasha, who committed fully to running Vintersol Distillery in 2019. We hear from Sasha on The First Wealth Podcast as he details the fascinating journey to creating such a prolific, industry-leading family business.

This episode covers:

  • The process of creating Scandinavia’s answer to gin: Aquavit
  • Overcoming the hurdle of bringing an unknown spirit to a new country
  • Pushing comfort zones through drive and ‘bloody-mindedness’
  • How Sasha develops a product range that shows off aquavit’s versatility
  • The unique challenges and opportunities working in a family business

Get in touch: [email protected]

bookmark
plus icon
share episode

A quick glance at the fitness industry will often reveal only a dizzying array of conflicting information, social pressure and (possibly worst of all) advice perpetuating diet culture.

That’s where Lucy Mountain steps in to show that there’s a better way - one with no extremes, no guilt-tripping, and absolutely no BS.

Joining us on The First Wealth Podcast this week, Lucy is a recovered diet culture victim and Founder of Nobs App who shares her authentic approach to content, community-building principles, and how she stays on her entrepreneurial A-game.

This episode covers:

  • Lucy’s evolution as an entrepreneur creating an app with social purpose
  • The awful consequences of diet culture’s widespread prevalence
  • Remaining authentic even if it becomes financially detrimental
  • The importance of putting mental wellbeing first when running a business with such focus on social media and community
  • How to get out of a funk, focus on small wins and set yourself up for success

Get in touch: [email protected]
Links & references at: https://bit.ly/3taYezU

bookmark
plus icon
share episode

Life often speaks to you and presents opportunities, sometimes you just need to listen. Erika Tamayo did, and it led her to creating a brand that’s reinventing the protein shake.

Erika, Founder of Hermosa, is also responsible for much of the marketing for Barry’s Bootcamp UK, so it’s safe to say that she knows how to stay level when the going gets tough.

In this week’s candid and colourful episode of The First Wealth Podcast, we hear about Erika’s entrepreneurial roots, the secrets to more effective comms, why mistakes are the best thing for us, and how she invites her team to ‘kill the ghost’.

This episode covers:

  • Why making mistakes is the best thing you can do
  • How Erika took risks and evolved
  • Tips for overcoming periods of high stress and overwhelm
  • The power of proper communications
  • Long term goals for Hermosa

Get in touch: [email protected]
Links & references at: https://bit.ly/3taYezU

bookmark
plus icon
share episode

Dream it. Believe it. Do it. This is the 3 step mantra that leads Pete Pastides in all he’s achieving, whether it be as an accomplished triathlete or an experienced CMO.

Pete, a longstanding First Wealth client, joins us on this inspiring episode of the podcast this week to share how he jumped from IBM into being a first time Founder, his work with the Brownlee brothers on their fitness brand, the passion and determination behind his sporting endeavours, and much more.

This episode covers:

  • Taking the intimidating leap into starting a new business
  • Goal-setting to give your life and future a sense of purpose
  • How Pete amassed his wealth of CMO experience and knowledge
  • Collaborating with the Olympian Brownlee brothers on Brownlee Fitness
  • Balancing business endeavours with staggering athletic achievements

Get in touch: [email protected]
Links & references at: https://bit.ly/3taYezU

bookmark
plus icon
share episode

The hospitality industry is one with such an impact on all our lives, and we stand to learn from the resilience they’ve shown throughout Covid’s most prevalent years.

Josh Katz is a renowned restaurateur and Founder of Berber & Q, and is the perfect guest on The First Wealth Podcast to talk about the incredible undertaking of opening new restaurants, even for those well acquainted with the process.

We also hear how the pandemic has presented a chance for a pivot in priorities on both a business and personal level, and their amazing £40k fundraising effort as part of a movement to feed the NHS.

Anthony is joined by renowned restaurateur and Berber & Q founder Josh Katz to discuss how he started up his two critically acclaimed restaurants, and talk about the impact of Coronavirus on the hospitality industry. He also talks about the incredible work his team has done in raising over £40,000 for the NHS!

This episode covers:

  • The lengthy, laborious but highly rewarding process of opening restaurants
  • How Berber & Q have had to react to the uncertainty of Covid
  • Josh’s incredible initiative to raise money for NHS workers
  • Realigning your time to focus on more personal goals

Get in touch: [email protected]
Links & references at: https://bit.ly/3taYezU

bookmark
plus icon
share episode

Show more best episodes

Toggle view more icon

FAQ

How many episodes does The First Wealth Podcast have?

The First Wealth Podcast currently has 21 episodes available.

What topics does The First Wealth Podcast cover?

The podcast is about Financial Planning, Wealth, Management, Entrepreneurship, Money, Financial Advisor, Investment, Podcasts, Finance, Business Growth, Entrepreneurs and Business.

What is the most popular episode on The First Wealth Podcast?

The episode title 'Creating the UK’s First Dedicated Aquavit Distillery with CEO of Vintersol Distillery, Sasha Cohen #S2E9' is the most popular.

What is the average episode length on The First Wealth Podcast?

The average episode length on The First Wealth Podcast is 48 minutes.

How often are episodes of The First Wealth Podcast released?

Episodes of The First Wealth Podcast are typically released every 7 days, 1 hour.

When was the first episode of The First Wealth Podcast?

The first episode of The First Wealth Podcast was released on Apr 3, 2020.

Show more FAQ

Toggle view more icon

Comments