Zomi Wealthcast

Zomi WealthCast Episode 9: Why Money Should Work for You, Not Control You with Peter Matthew

What if money was not the destination, but the tool? In this episode of Zomi WealthCast, host Jordan is joined by Peter Matthew, Founder of Meaningful Money, Chartered Financial Planner, and Managing Director at Jacksons Wealth Management, for an open and thoughtful conversation about the role money plays in our lives. Drawing on decades of experience in financial planning and financial education, Peter shares insights on money habits, trust, simplicity, and long term thinking. Together, they explore how people can build healthier relationships with money, reduce financial stress, and make decisions with greater confidence and clarity. This episode is for anyone who wants to move beyond numbers and understand how money can support real life goals, values, and choices. In this episode, you will hear about * Why money works best when it serves life rather than controls it * The habits that underpin long term financial wellbeing * Simplicity versus complexity in financial planning * Why preparation and structure can reduce financial stress * The importance of trust and perspective in financial decisions * How advisers add value in a world of information and DIY tools * The human side of money that often gets overlooked 🎧 Listen now on YouTube and on major podcast platforms including Spotify, Apple Podcasts, and Amazon Music. Be sure to like, subscribe, and share to stay up to date with future episodes of Zomi WealthCast. Each episode brings expert conversations and practical insights to support better informed financial decisions. 📩 Sign up to our mailing list for early access to insights, events, and updates http://eepurl.com/i3a6wA [http://eepurl.com/i3a6wA] Stay connected with Zomi Wealth Website: https://zomiwealth.com [https://zomiwealth.com] YouTube: / @zomiwealth Instagram: / zomiwealth Facebook: / zomiwealth X: / zomiwealth LinkedIn: / zomi wealth Disclaimer: The views shared in this podcast are for general information only and do not constitute personal financial or investment advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of any financial decision, product, or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed are those of the participants and do not represent official guidance or regulation.

Zomi WealthCast Episode 8: Why Were We Never Taught Money with Anna Brading

What if the most important money lessons were the ones you never got at school? In this episode, host Jordan speaks with Anna Brading, financial educator, author and founder of Mentora Money, about the money gap so many of us grew up with and how to rebuild confidence as adults. From emergency funds and the principle of paying yourself first to mindset, habits and childhood money stories, Anna shares how simple systems and honest conversations can help you take control of your finances with more clarity and less shame. Together, they explore why financial literacy was missing for so many and what we can do about it now. Inside this episode: * Why so many of us were never formally taught about money * The three Ms of money Mindset, Management and Multiplication * How childhood experiences with money shape adult financial habits * The power of paying yourself first and assigning every pound a job * Building an emergency fund and why it is more about discipline than glamour * Why women often doubt their investing ability and how confidence can grow quickly * How social media is changing financial education for the better and the risks to watch for * What true financial inclusion and jargon free education can look like 🎧 Listen now on Spotify, Apple Podcasts and Amazon Music. Be sure to Like, Subscribe and Share to stay updated on the latest episodes of Zomi WealthCast. Each episode brings you expert interviews, real life money stories and practical insights to help you build financial confidence and make better informed decisions. 📩 Sign up for our mailing list to get early access to expert insights, events and more: http://eepurl.com/i3a6wA [http://eepurl.com/i3a6wA] Stay connected with Zomi Wealth Website: https://zomiwealth.com/ [https://zomiwealth.com/] YouTube channel: / @zomiwealth Instagram: / zomiwealth Facebook: / zomiwealth Twitter or X: / zomiwealth LinkedIn: / zomi wealth Disclaimer: The views shared in this podcast are for general information only and do not constitute personal financial advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of an investment, product or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed in this podcast are those of the participants and do not represent official guidance or regulation. #zomiwealth #zomiwealthcast #moneymindset #financialeducation #personalfinance #financialliteracy #ukfinance #financialwellbeing #emergencyfund #womenandmoney #mentoramoney

Zomi WealthCast Episode 7: The Money Mindset of Modern Athletes with Emmelia Powell

What really happens when the final whistle blows? In this episode, host Jordan speaks with Emmelia Powell, Independent Financial Adviser and co-director of Premier Wealth Solutions, about the financial and emotional journey that follows life in professional sport. From the rush of sudden wealth to the silence that follows, Emmelia shares how empathy and planning help athletes, families and entrepreneurs navigate change with clarity and confidence. Together, they uncover the human side of money; what it feels like to rebuild, refocus and find purpose beyond the game. 💬 Inside this episode: – Why 40% of footballers face financial struggles after retirement – How financial advice can empower athletes and business owners – Managing money, identity and purpose after professional sport – The role of empathy in true financial planning – Why building slowly and building right always pays off 🎧 Listen now on YouTube, Spotify, Apple Podcasts and Amazon Music. Be sure to Like, Subscribe, and Share to stay updated on the latest episodes of Zomi Wealthcast. Each episode brings you expert interviews, career tips, and industry trends to help you thrive in the fast-evolving financial services sector. 📩 Sign up for our mailing list to get early access to expert insights, events, and more: http://eepurl.com/i3a6wA [http://eepurl.com/i3a6wA] Stay connected with Zomi Wealth: Website: https://zomiwealth.com/ [https://zomiwealth.com/] YouTube channel: / @zomiwealth Instagram: / zomiwealth Facebook: / zomiwealth Twitter/X: / zomiwealth LinkedIn: / zomi-wealth Disclaimer: The views shared in this podcast are for general information only and do not constitute personal financial advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of an investment, product, or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed in this podcast are those of the participants and do not represent official guidance or regulation. #zomiwealth #zomiwealthcast #athletefinance #financialwellbeing #financialadviceuk #lifeaftersport #financialplanninguk #wealthmanagement #ukpodcast #moneytalks #financialconfidence

How to Support Women With Wealth | Sarah Roughsedge on Closing the Gender Gap in the UK

In this episode of Zomi Wealthcast [https://zomiwealth.com/podcast], we welcome Sarah Roughsedge, Founder of Eva Wealth Management for Women and a multi award winning Chartered Financial Planner and Certified Financial Coach. Drawing on a background in neuroscience, Sarah explains how mindset and behaviour shape every financial choice, and why tailored planning is essential for women across the UK. We explore the advice gap and gender wealth gap, the role of coaching alongside regulated advice, and how to support clients through life transitions such as divorce, bereavement, retirement and sudden inheritance. Sarah shares practical ways to build confidence and clarity, and sets out a hopeful view of the profession where technology and AI handle the heavy lifting so advisers can focus on people. What we cover • Why the advice gap and gender wealth gap persist in the UK • Neuroscience and behavioural finance in everyday planning • Client journeys through grief, divorce, retirement and inheritance • The difference between financial advice, financial planning and financial coaching • Cash flow modelling, pensions and ISAs explained in plain English • Building emotional intelligence and people skills in a technical profession • How AI will reshape adviser workloads while improving client outcomes • Getting client facing early and reading the room with confidence Links • Connect with Sarah Roughsedge on LinkedIn [https://www.linkedin.com/in/sarahroughsedge/] • Explore Eva Wealth Management for Women [https://www.linkedin.com/company/evawealth/] • Follow Zomi Wealth on LinkedIn [https://www.linkedin.com/company/103034617] Watch this episode on Youtube [https://www.youtube.com/@zomiwealth] About our guest Sarah Roughsedge helps successful women align their wealth to a preferred future. At Eva Wealth, the journey begins with mindset. Whether you are a chief executive navigating complex boardrooms or a woman at the threshold of an unexpected inheritance, Sarah believes your financial potential is not defined by current circumstances but by your willingness to see yourself differently. Eva Wealth meets you exactly where you are and offers more than strategies. Expect a partnership that challenges beliefs, illuminates blind spots and builds lasting financial confidence. Key takeaways • Advice should feel human as well as technical • Speak in the client’s language and move at the right pace • Separate urgent decisions from everything else to reduce overwhelm • Keep learning. Exams matter, but people skills move outcomes • Tech and AI will open the door to more inclusive planning across the UK Disclaimer: This post is for informational purposes only and does not constitute financial or investment advice. Investments carry risks, and returns are not guaranteed. Values may fluctuate, and you may not recover your initial investment. Past performance is not a guide to future results. Keep cash aside for short-term needs.

Zomi Wealthcast Episode 5: How To Motivate People About Money with Thomas Francis

Looking to improve your personal finance in the UK? Struggling with savings, financial literacy, or wondering how to get help with money? In this episode of Zomi Wealthcast, we sit down with Thomas Francis, Head of Personal Finance at Octopus Money, to explore how financial advice and coaching are becoming more accessible than ever. Thomas shares his journey from banking and traditional financial planning to leading innovative hybrid advice models that combine technology with human coaching. We unpack the UK’s persistent advice gap, why only a small percentage of people access regulated advice, and how new approaches can help millions of households build stronger financial futures. This conversation touches on leadership, behavioural finance, the rise of digital and AI-driven solutions, and how to make financial education part of everyday life. Thomas also shares his vision for a future where every UK household has a clear financial plan. What you will learn in this episode: • Thomas’s path from credit risk analyst to Head of Personal Finance • Why the advice gap exists and how to close it • The power of combining financial coaching with regulated advice • How Octopus Money’s hybrid model supports everyday people • Practical insights into savings, money management, and financial planning in the UK If you are looking to boost your financial literacy, understand your options for savings, or find new ways to get help with money, this episode is packed with insights you will not want to miss. Be sure to Like, Subscribe, and Share to stay updated on the latest episodes of Zomi Wealthcast. Join us as we bring you more expert interviews, career tips, and industry trends, helping you thrive in the fast-evolving financial services sector. 📩 Sign up for our mailing list to be the first to hear about upcoming events, expert insights, and more: http://eepurl.com/i3a6wA [http://eepurl.com/i3a6wA] Stay connected with Zomi Wealth: Website: https://zomiwealth.com/ [https://zomiwealth.com/] YouTube channel: https://www.youtube.com/@ZomiWealth [https://www.youtube.com/@ZomiWealth] Instagram: https://www.instagram.com/zomiwealth [https://www.instagram.com/zomiwealth] Facebook: https://www.facebook.com/zomiwealth [https://www.facebook.com/zomiwealth] Twitter/X: https://twitter.com/zomiwealth [https://twitter.com/zomiwealth] LinkedIn: https://www.linkedin.com/company/zomi-wealth [https://www.linkedin.com/company/zomi-wealth] TikTok: https://www.tiktok.com/@zomiwealth [https://www.tiktok.com/@zomiwealth] Disclaimer: The views shared in this podcast are for general information only and do not constitute personal financial advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of an investment, product, or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed in this podcast are those of the participants and do not represent official guidance or regulation.