The Financial Wellbeing Podcast

Episode 53 – The Financial Wellbeing Conference 2019 We have a bumper hour long episode for you from the Financial Wellbeing Conference. Chris, David and Producer Tommo, along with special guests, delivered a great message to fellow financial planners under the iconic wings of Concorde. The event was a fantastic way to share with others in the financial planning industry the message of putting happiness and wellbeing at the heart of everything you do. Whether you are a financial planner, want to know more about financial wellbeing and how to apply it to your finances, or just want a giggle with the legendary #tightasstommo money saving tip, this is the episode for you!   Welcomes and introductions How the conference came about? Big thank you to Parmenion for organising the conference. The speakers at the conference; (click on names for more information) Chris Budd – outlined the principles of Financial Wellbeing Miles Hilton Barber – defining your life by your dreams Liz Zeidler from Happy City – tools to measure happiness and wellbeing The Happiness Pulse Nick Elston – money and anxiety Sarah Lyons from Parmenion – wellbeing in the workplace Dr Catherine Zollman form Penny Brohn – what they do to help support people with cancer all proceeds from the conference went to Penny Brohn Episode 40 – Dr Catherine Zollman and Living Well with Cancer Neil Bage – our behaviours and money Episode 36 – Understanding our Attitude to Risk with Neil Bage What happens next? If you are interested in being a part of this get in touch – chrisbudd@ovationfinance.co.uk Panel Discussion from the conference Introduction to the panel members Tight Ass Tommo conference trips can be expensive! Questions for the Panel How can we engage with clients emotions and why does this matter? How to best signpost clients Why talk to clients about philanthropy? Episode 12 – Philanthropy How do we change perceptions to become a truly holistic profession? How do we measure the wellbeing we give to clients? How long will it take for people to stop searching for ‘pensions’ and start searching ‘financial happiness’? How to make financial education a viable business Thank you to those who supported the conference – Parmenion The Money Charity C The World Do you have any financial wellbeing questions you would like us to answer?  Do you have a #tightasstommo money saving tip you would like to share with our listeners? If so, let us know by going to Twitter @Finwellbeing or email – contact@financialwell-being.co.uk If you would like to purchase a copy of The Financial Wellbeing Book please click on this link to visit Penny Brohn UK shop

Episode 52 – Financial Fitness with Jason Butler Join Chris, David and Producer Tommo as they have a chat with Jason Butler about the importance of financial education. Jason explains why he went from being a financial planner to an educator and how you can get your own Financial Fitness Score to see how you’re doing. This is an episode filled to the brim with money saving tips not only from the legend that is #tightasstommo, but Jason as well.   Welcomes & Introductions Financial Wellbeing Conference Exciting news from David! What is this podcast all about – An interview with Jason Butler, his thoughts on financial planning Ovation Client Questions – The difference between buying shares and buying a fund Tight Ass Tommo – Liquids at airports and wonky veg Jason Butler Interview selling his business why unscheduled time is essential the move into helping through financial wellbeing Episode 46 – Tim Kasser episode link Did clients get happier thorough financial planning? The relief when an adviser takes a mess off a client and brings clarity is powerful Talking to family about finances Head of financial education at Salary Finance Loans through salary, progressing to saving through salary Through regular engagements, helping people become better with money your money story Financial Fitness Score Click on this link to find out your Financial Fitness Score Based on behavioural questions, gives you a score to see how you are doing financially How does the score take into account the ‘it depends’ answer? does the role of money in your life help or hinder you? Common questions asked of Jason Financial education videos Money saving tips from Jason – credit cards, air-miles and finances as a job Conclusions from the guys Click here for more information about Jason Butler Do you have any financial wellbeing questions you would like us to answer?  Do you have a #tightasstommo money saving tip you would like to share with our listeners? If so, let us know by going to Twitter @Finwellbeing or email – contact@financialwell-being.co.uk If you would like to purchase a copy of The Financial Wellbeing Book please click on this link to visit Penny Brohn UK shop    

The terrific triumvirate are back, join Chris, David and Producer Tommo for the third and final podcast in the series on retirement. In this episode the guys take a look at applying wellbeing to retirement and how to maximise happiness when you no longer need to work for money. There are yet more practical ideas from a chartered financial planner, Ovation client questions and of course #tightasstommo money saving tips.   Welcome and Introductions Employee Ownership The Horne Section Podcast Chris Budd’s lack of fashion sense! Happy Birthday David What is this podcast all about – the third in a three part series on retirement, this episode looks how to apply the principles of wellbeing in retirement (click here to listen to Pt1, Foundations for Retirement) (click here to listen to Pt2. Planning a Happy Retirement) Today’s podcast, third part about retirement. Retirement = when one stops working because they have to and one works because they want to Ovation Client Question’s – What is a GAR? Tight Ass Tommo – Shopping hungry, and duty free Retirement Part Three Boredom causing stress in retirement Our social relationships are the biggest contributor to our wellbeing. Link to Harvard study on happiness Link to Episode 47 – planning for a sense of purpose Gallup study – wounds and relationships Wellbeing comes in many forms, the most important is social. Therefore our money should feed our social relationships How to spend your time Involve your other half in financial plans Retirement tips from a Chartered Financial Planner – Tom Morris Spreadsheet link Cashflow forecast so you can spend what you are able to and maxamise wellbeing Worried about running out? Don’t restrict spending unnecessarily Do you have any financial wellbeing questions you would like us to answer?  Do you have a #tightasstommo money saving tip you would like to share with our listeners? If so, let us know by going to Twitter @Finwellbeing or email – contact@financialwell-being.co.uk If you would like to purchase a copy of The Financial Wellbeing Book please click on this link to visit Penny Brohn UK shop  

Episode 50 – Wellbeing and Writing with Amanda Prowse   Look at us, 50 episodes strong! Come and party with the guys, Chris, David and Producer Tommo as they celebrate in this very special episode of The Financial Wellbeing Podcast. We have a interview with Amanda Prowse, author of 21 best selling books. Amanda shares her inspirational story of how she became a writer along with how her changing financial situation has impacted life over the years.   Happy Birthday in the style of Marilyn Monroe Ovation Client Questions: Should I invest all my cash leaving no cash buffer? Tight Ass Tommo Top tips from previous guests – hotel hi-jinks, online shopping and password goals   What is this podcast all about? Who is Amanda Prowse? How did Amanda start writing?  – “If not now, when?” The effect of a cancer diagnosis for Amanda Click here to listen to the Catherine Zollman interview Loosing count of bestsellers! Was there a moment Amanda realised writing was a financially viable career? Amanda potted history with money How did Amanda go from a two income household to one and start writing? The magic of a book spreading like wildfire How a trip to Selfridges changed Amanda’s life Agent shenanigans – from disheartening to amazing Amanda’s changing financial situation What do you do when you have financial freedom? Amanda doesn’t do what she thought she would Only a suitcase of possessions? Does Amanda write to an audience? Some great writing tips from Amanda   Conclusions from the guys Click here for more information about the wonderful Amanda Prowse Financial Wellbeing Conference – 19th June 2019  For financial advisers and those interested to learn how to help their clients get happier not just wealthier. This event will take place next to an iconic piece of history in Bristol with an epic line up of inspirational, practical and thought provoking speakers. Click here for tickets and more information Do you have any financial wellbeing questions you would like us to answer?  Do you have a #tightasstommo money saving tip you would like to share with our listeners? If so, let us know by going to Twitter @Finwellbeing or email – contact@financialwell-being.co.uk If you would like to purchase a copy of The Financial Wellbeing Book please click on this link to visit Penny Brohn UK shop