The Savvy Wallet Podcast

In this episode Ato sits down with Claire Exley is the Head of Financial Advice and Guidance at J.P. Morgan Personal Investing, where she leads teams helping people make smarter decisions around investing, financial planning, and long-term wealth building.

With over 16 years of experience across the UK investment and wealth management industry, Claire has worked with people at every stage of their financial journey from first-time investors to experienced wealth builders.

We discuss:
- Reinventing yourself after 40

- Why saving money is hurting your finances

- Lessons from JP Morgan

- What separates the best investors from everyone else

- Why Women have £20,000 less in pension and much more!

🔗 Connect with Claire:
Linkedin: https://www.linkedin.com/in/claire-exley-2a3a4265/

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🗞️ Read Savvy Wallet: The Wealth Edit:
https://savvywallet.substack.com/

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🤝 Partners

Wise - Get a fee-free transfer up to £500: https://wise.com/invite/dic/atoo5

Xero - All-in-one accounting software for small businesses. Get 90% off for 6 months: https://xero.com/savvywallet

Terms & Conditions apply.

📚Coursera - Learn AI, Cybersecurity, Project Management, Data Science & more with the education platform that I use:
https://imp.i384100.net/savvywallet

Some of the links are affiliate links which means that we will receive a small commission if you make a purchase, however there will be no additional charge to you.

Disclaimer: The information contained on this video is not intended as, and shall not be understood or construed as, financial advice. I am not a financial advisor and the information in this video is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode Ato sits down with Lazetta Rainey Braxton is a U.S. wealth advisor, Certified Financial Planner, and CEO of The Real Wealth Coterie.

With decades of experience in financial planning, she is known for her work around generational wealth, human capital, and helping families and professionals build lasting financial independence.
We discuss:
- Non-negotiable Principles from my Family

- Lazetta help her parents reach financial freedom

- Turning Human Capital into Financial Capital

- What the Ultra Wealthy in the USA understand about Wealth

- Ideal Investments to become a millionaire

- Why Black American Wealth is falling behind and much more

🔗 Connect with Lazetta:
Linkedin Personal: https://www.linkedin.com/in/lazettabraxton/

Linkedin Business: https://www.linkedin.com/company/lazetta-associates/

Linkedin Business:: https://www.linkedin.com/company/therealwealthco/
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🗞️ Read Savvy Wallet: The Wealth Edit:
https://savvywallet.substack.com/

---

🤝 Partners

Wise - Get a fee-free transfer up to £500: https://wise.com/invite/dic/atoo5

Xero - All-in-one accounting software for small businesses. Get 90% off for 6 months: https://xero.com/savvywallet

Terms & Conditions apply.

📚Coursera - Learn AI, Cybersecurity, Project Management, Data Science & more with the education platform that I use:
https://imp.i384100.net/savvywallet

Some of the links are affiliate links which means that we will receive a small commission if you make a purchase, however there will be no additional charge to you.

Disclaimer: The information contained on this video is not intended as, and shall not be understood or construed as, financial advice. I am not a financial advisor and the information in this video is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode Ato sits down with Tobi Oluwole, Founder of Magnate Ventures & The Founder's Blueprint, Angel Investor & Linkedin Strategist.

Focused on helping professionals and business owners monetise their knowledge online.

After growing his audience to nearly 400,000 followers on LinkedIn through consistent daily content, he built a multi-million dollar business helping people grow their careers, personal brands and income online.

We discuss:
- Giving up his dream of playing football at Arsenal

- Lessons from growing up in Nigeria

- Get laid off from is job & applying to Shopify 7 times

- How he uses Linkedin to make millions

- Why 9-5ers NEED to use Linkedin

- The simplest way you can use Linkedin to generate income and much more

🔗 Connect with Tobi:
Linkedin: https://www.linkedin.com/in/thetobioluwole/

Youtube: https://www.youtube.com/@thetobioluwole

---

🗞️ Read Savvy Wallet: The Wealth Edit:
https://savvywallet.substack.com/

---

🤝 Partners

Wise - Get a fee-free transfer up to £500: https://wise.com/invite/dic/atoo5

Xero - All-in-one accounting software for small businesses. Get 90% off for 6 months: https://xero.com/savvywallet

Terms & Conditions apply.

📚Coursera - Learn AI, Cybersecurity, Project Management, Data Science & more with the education platform that I use:
https://imp.i384100.net/savvywallet

Some of the links are affiliate links which means that we will receive a small commission if you make a purchase, however there will be no additional charge to you.

Disclaimer: The information contained on this video is not intended as, and shall not be understood or construed as, financial advice. I am not a financial advisor and the information in this video is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode Ato sits down with Bimpe Nkontchou who is a lawyer, wealth advisor, and founder of W8 Advisory, where she advises high-net-worth African families on how to build, structure, and preserve wealth across generations.

We discuss:

- Bimpe’s journey from building a law firm to wealth management

- How to reinvent yourself every 10 years

- Principles every family should adopt

- The strategies the rich use to build wealth

- Behind the curtains of how the super wealthy make & spend their money

- How wealth can destroy a family

⁃ The $2.5 Trillion Wealth Transfer in Africa and much more

🔗 Connect with Bimpe:
Bimpe's Linkedin: https://www.linkedin.com/in/bimpe-nkontchou-ba741a4/

Bimpe's Instagram: https://www.instagram.com/bimpe_nkontchou/

W8's Linkedin: https://www.linkedin.com/company/w8-advisory/posts/?feedView=all

---

🗞️ Read Savvy Wallet: The Wealth Edit:
https://savvywallet.substack.com/

---

🤝 Sponsors

Wise - Get a fee-free transfer up to £500: https://wise.com/invite/dic/atoo5

---

🤝 Partners

Xero - All-in-one accounting software for small businesses. Get 90% off for 6 months: https://xero.com/savvywallet

Terms & Conditions apply.

📚Coursera - Learn AI, Cybersecurity, Project Management, Data Science & more with the education platform that I use:
https://imp.i384100.net/savvywallet

Some of the links are affiliate links which means that we will receive a small commission if you make a purchase, however there will be no additional charge to you.

Disclaimer: The information contained on this video is not intended as, and shall not be understood or construed as, financial advice. I am not a financial advisor and the information in this video is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ato speaks with Leon Boros, who is a private investor and former corporate financier who became an ISA Millionaire in 2013 (Meaning he built a £1M+ tax-free portfolio made up of stock investments) and he's been investing for over 30 years.

We discuss:

- The impact SpaceX, OpenAI & Anthropic will have on the market

- How to assess SpaceX as an investment

- What Leon looks for in undervalued companies

- What he'd do to become a stock market millionaire again and much more

🔗 Connect with Leon:
X/Twitter: https://x.com/boros10

---

🗞️ Read Savvy Wallet: The Wealth Edit:
https://savvywallet.substack.com/

---

🤝 Sponsors

Wise - Get a fee-free transfer up to £500: https://wise.com/invite/dic/atoo5

Xero - All-in-one accounting software for small businesses. Get 90% off for 6 months: https://xero.com/savvywallet

Terms & Conditions apply.

---

🤝 Partners
📚Coursera - Learn AI, Cybersecurity, Project Management, Data Science & more with the education platform that I use:
https://imp.i384100.net/savvywallet

Some of the links are affiliate links which means that we will receive a small commission if you make a purchase, however there will be no additional charge to you.

Disclaimer: The information contained on this video is not intended as, and shall not be understood or construed as, financial advice. I am not a financial advisor and the information in this video is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.

Learn more about your ad choices. Visit megaphone.fm/adchoices