The Financial Wellbeing Podcast

Episode 102 – Exploring Purpose with Jan Bowen-Nielsen In this episode the guys chat with coaching expert Jan Bowen-Nielsen to explore the essence of financial wellbeing – finding your purpose in life. With four questions you can answer to start your financial wellbeing journey. Welcomes & Introductions Want to work with Producer Tommo and a like minded team? Come and have a chat with OvationWant to know more about the Institute for Financial Wellbeing? Come and take a look hereInterested in reading Chris Budd’s books? They can be purchased here on Amazon. What’s on todays podcast? An interview with Jan Bowen-Nielsen – mentor to Chris and taught him everything he knows about coaching! They discuss the differences between a goal and an objective. Tight Ass Tommo From Rich Ellis – cheap food can be found at Discount Dragon Interview with Jan Bowen-Nielsen Jan trained Tom in his coaching skills and continues to work with the Ovation team. The idea of purpose is bigger than finite goals and objectives It can be really difficult to work out what our purpose is, don’t be to hard on yourself – it takes time. Follow along with the exercise – go with the first thought / direction What gives you meaning in life?What gives you purpose in life?What are your goals in life?What do you enjoy doing? Come from four different angles to explore what you want to do in life. Advisors can be put off exploring this with clients if they have not had training and/or practice – The IFW and Quiver Management provide the Coaching Skills for Financial Planners course to help, click here for more details Conclusions from the guys Now Financial Wellbeing has become well known, what feedback do we get from fellow advisors? Advisors start with all the technical to become regulated and able to practice, but the financial wellbeing conversations give purpose, you see the impact on lives Jan Bowen-Nielson is managing director at Quiver Management. European Quality Awarded and accredited coaching and mentoring training courses for leaders and professionals, giving them the mindset, skills and confidence to coach and mentor their team members, colleagues and clients to higher performance.

The guys are back and this time they are here to talk about the topic of ‘permission’ – they will explore what it is, who can give it and how it links to our financial plans. TightAssTommo has a cracker of a money saving tip, so come and have a listen to the latest episode . . . Welcomes & Introductions the most important and influential people in financial wellbeing Producer Tommo and his freshly painted office in new home Chris Budd and his red nose from attending a festival The original Financial Wellbeing Book is being re-issued in paperback.The new Four Cornerstones of Financial Wellbeing book is available now David Lloyd has been acting in a short film – The Bristol Crocodile What’s on today’s Podcast? All around the concept of permissions Tight Ass Tommo David Lloyd and his broken shower Tip of the week – find a bar in Spain where you can order drinks and you get free tapas for the kids! Permission We spoke about this topic with Joy Lere back in episode 93 Decisions are often based on others, but we should focus on ourselves What does permission mean? What is being given? Respect of partners gives them permission over you Very often the person we seek permission from is unaware of their authority From whom do we seek permission when we want to spend money? Whilst your financial planner doesn’t guard money, they are there for a sense check Permission and it’s link to self-limiting beliefs What could be a poor financial outcome? Financial planners can often give permission with their chartered status and cold hard facts working together to give authority Sometimes we need to give ourselves permission A financial plan with a clear path to objectives gives us the permission to live a life with meaning and purpose Enemies to financial wellbeing Coaching and the IFW Certificate Want to work with Producer Tommo and a like minded team? Come and have a chat with Ovation Conclusion from Producer Tommo get a financial planstick to the plan! The topic of ‘permission’ is very broad, and we want to hear from you email us; contact@financialwell-being.co.ukX (Twitter) @finwell-beingComment on this post below

It’s a milestone episode Join the guys as they commemorate a remarkable journey in financial wellbeing. They share some favourite moments, highlight memorable guests and share some unbeatable #tightasstommotips and top financial wellbeing tips from you, our incredible listeners . . . Welcomes & Introductions how it all startedlink to the Financial Wellbeing Bookfancy seeing the guys in action? Link to YouTube for videosWant to work with Producer Tommo and a like minded team? Come and have a chat with Ovation Todays Topic No Shizzle Sherlock Happiness is a side effect of doing things that are meaningful to you Will Stanley #TightAssTommo Tommo’s financial wellbeing journey – finding the value in spending The original Tightasstommo story as told by David Lloyd Shout out to some of the best tips over the episodes, thank you: Chris Deams, Simon Reed, Chris Ankers and Alexander Riley Link to Married Person Allowance details Impulse purchases – Dave’s painting and who remembers Chris’ canoe! #tightasstommotipoftheweek – play the long game Wellbeing Words Ikigai (ee-kee-guy) – episode 25 Tartle – episode 28 kalsarikännit (cal-sar-y-cuhn-eet) – episode 24 How a link with cancer charity Penny Brohn led to Chris Budd writing The Financial Wellbeing Book. Great guests on the Podcast; Miles Hilton-BarberNick ElstonMaria NedevaLeon TaylorNeil Bage What topics would you like us to return to or cover? Do you agree with David and universal income? Or Do you agree with Tommo, navigating finances with young kids? What guests would you like to hear from? Come and talk with us at – contact@financialwell-being.co.uk Financial Wellbeing Tips from others We spoke to the Ovation Finance Team and attendees at the 2023 IFW Conference for their top Financial Wellbeing tips Hello from Producer Tammy and her Financial Wellbeing Tip Conclusions from the guys

Episode 99 – Beyond the Finish Line with Leon Taylor Bear with us – we promise there is a link between diving and financial wellbeing! Join us as we chat with Olympic medallist Leon Taylor about the importance of embracing the journey rather that fixating on specific outcomes. A conversation that will improve your perspective for wellbeing and possibly save you money in #tightasstommo Welcomes & Introductions Want to work with Producer Tommo and a like minded team? Come and have a chat with OvationChris updates us with his new vinyl venture! What’s on todays podcast? Chat with Olympic athlete and coach Leon Taylor about his experience around setting and achieving goals. No Shizzle Sherlock “Expect people to do well, then reinforce the positive rather than criticize the negative”Leon Taylor How Ovation use this in client meetings Tight Ass Tommo Mrs Mummypenny – Give yourself incentives to saveChristiaan Coolen, financial planner at Ovation – Park on my Drive.com Interview with Leon Taylor Whilst listening, imagine Leon is talking about our relationship with moneyWhat is the Olympic village like?Life goals & how it evolved over timeChanging behaviours for a committed decisionObsession to put up with the hard for for progressionWhat happened after winning the silver Olympic medal?Building good foundations for better habitsFocus on the enjoymentGoals are finite, work on where you areSet a goal, let go of it and concentrate on the processWhere can you start with small wins to go in a better direction?Mentoring Conclusions from the guys If you have self limiting beliefs around money, start with small changes to build up to a big difference A good financial planner can use coaching to help clients understand and enjoy the process of improving your relationship with money. Leon Taylor is a former British diver and won a silver medal at the Athens Olympics. He has been a mentor for many athletes and now speaks about mental wellness along with commentating on the diving for the BBC. Click here for more information on Leon’s book Mentor