The Financial Wellbeing Podcast

Episode 3: The Five Steps In this episode, gain a clearer understanding of Financial Wellbeing as Chris and David introduce you to The Five Steps. These easy-to-follow steps will set you along the right course toward realising your inner-most motivations, as well as helping you to develop your relationship with money to make it work for you. 2:20 – The five areas of Wellbeing, study by Gallup 3:00 – Success 4:00 – Ted Talk Harvard Survey – What makes you happy 9:53 – Know thyself 10:30 – Focus your spending 10:55 – Social Wellbeing 13:55 – When is enough enough? 16:25 – Physical Wellbeing 17:09 – Career Wellbeing 18:11 – Community Wellbeing

Episode 2: The Wellbeing From Stuff In this episode, Chris and David talk about the Wellbeing that can be derived from possessions versus experiences. They talk about the relationship between money and Wellbeing, and how to use one to achieve the other. 1:26 – What’s Your Relationship To Money, Twitter @FinWellbeing. @JDLConsultants, @CashQuestions, @DoYouPunctuate, @SJTanton, @100_joanne, @postcardrohan 7:20 – The origins of Know Thyself 9:00 – What do Chris and David spend money on that makes them happy? 10:30 – Retail Therapy versus Experiences 12:00 – Owning things 12:25 – The Client who likes Art, the flat in London 14:45 – Exercise: List 5 items you bought in the last year for more than £100 – am I still getting Wellbeing from these items? 15:15 – The life changing magic of tidying by Marie Kondo https://www.amazon.co.uk/Life-Changing-Magic-Tidying-effective-clutter/dp/0091955106 15:45 – Retreasuring 16:25 – Tip, wait 2 weeks before you buy something 18:55 – An introduction to the Canoe…

Episode 1: An Introduction To Financial Wellbeing In this episode, you’ll learn what Financial Wellbeing is and how it relates to Wellbeing generally. You will meet Chris Budd, author of The Financial Wellbeing Book as he talks with actor and writer David Lloyd. You’ll hear a bit of background behind the book, and why Chris has decided to donate all the proceeds to the Penny Brohn UK Cancer Centre. 02:00 – Does money make you happy? 02:35 – Why Financial Wellbeing? Chris’ Journey 05:00 – What is Financial Wellbeing? – The Five Parts of Wellbeing 6:45 – Know Thyself 08:40 – A clear path to identifiable objectives 11:00 – Chris’ Story the Muzzy Head 13:35 – Control of Daily Finances 14:00 – Ontrees, Money Dashboard 16:55 – Ability to copy with a financial shock 19:21 – Financial Options In Life 20:00 – The Abandonment Of Hope 20:20 – Clarity and Security for Those We Leave Behind 21:45 – Inheritance Tax and Heritage Planning