The Financial Wellbeing Podcast

In this special episode for Financial Planning Week 2021, the guys have a chat about the questions you should ask when trying to find the financial adviser for you. Whilst slightly controversial in places, there are plenty of top tips for you to use in your hunt for the right adviser. Joining the classic #tightasstommo there is a new feature - tell us what you think of The No Shizzle Sherlock Test...

Episode 78 - Interview with Dr Moira Somers Join the guys as they chat with guest Dr Moira Somers, exploring the psychology behind what stops people from thinking in a proactive way and taking advice? With a special return of wellbeing words from around the world and a tip of gigantic proportions from #tightasstommo we [...]

Episode 77 - Self-Determination Theory The guys have a great chat about Self-Determination Theory in this episode – don’t worry, whilst the inspiration for this episode is academic, they take the general principles and how you can apply them to financial decisions. With great examples to illustrate the tricky bits and brilliant take-aways you can [...]

Episode 76 - Financial Coaching with Catherine Morgan What is financial coaching? How is it different to a financial advice? The guys chat with Catherine Morgan, a financial coach, to discuss the difference. Along with exploring how we can improve our relationship with our finances by addressing 6 anxieties. With a great Bage's Bias that [...]

Episode 75 - The Financial Wellbeing Audit Join the guys as they explore the the five pillars of financial wellbeing so you can ask the important questions and review your finances via a financial wellbeing audit. Along with Bage's Behavioural Biases and some classic #tightasstommo tips. Have a listen to find out if you are [...]

Episode 74 - Interview with Ash Phillips Whilst it is easier than ever to become and entrepreneur, there are still barriers to creating a successful business. The guys chat with special guest Ash Phillips, founder of Dffrnt, and explore how to find the right investors for your vision. With the brilliant Bage's Biases and #TightAssTommo [...]

Episode 73 - Don't Be A Creep As we earn more income, we spend more money. Is that inevitable? Maybe not . . the guys take a practical look at how we can all avoid lifestyle creep. Along with Bage's Biases and #tightasstommo money saving tips, come and have a listen to find out how [...]

Why does talking about money cause such anxiety? Special guest Anne Abbeness takes a look at the psychology behind what is happening in our brains when we are dealing with our finances. With a great Bage's Behavioural Bias and some questionable #tightasstommo money saving tips, we have plenty of takeaways to help you make better financial decisions in this episode. . .

What gets you out of bed in the mornings? Join the guys as they discuss how we can structure our finances to create and keep the balance between pleasure and purpose for long term wellbeing and fulfilment. With another Bage's Behavioural Bias and #tightasstommo's money saving tips we have a pleasurable podcast for you . [...]

A special guest interview with Tony Watts OBE, director at EngAgeNet and author of The Midlife Review Book. Tony is an advocate for the elderly from producing many publications to directly informing the government on their issues. In this episode the guys chat about what retirement can mean, finding purpose in later life and how employers can work with employees for a smooth transition. As ever we...

Episode 69 - Finding Financial Planners with Kate Holmes How do you go about finding a financial advisor to help you with financial wellbeing? We have a great chat with Kate Holmes for you in this episode. Kate is a big advocate of financial planning and helps advisors in America to deliver financial planning rather [...]

What are personal values and how do they effect our behaviour? When do these values conflict with each other? What does any of this have to do with financial wellbeing?! Come and have a listen to the guys as they take a deep dive into, previous podcast guest, Tim Kasser's principle " the idea that a person who holds financial success as one of their primary values will be less happy than they migh...

What is your personal brand? If you are the "something" person, what is that "something?" How has this brand shaped your life and wellbeing? Chris, David and Producer Tommo have a chat with the happiness doctor Elia Gourgouris about the positives and negatives of personal brands and their connections to money. With Bage's Biases, Tight Ass Tommo's money saving tips and the thought of Chris practic...

Episode 66 - The Biology of Happiness Can we increase our wellbeing through a biology lesson? In this episode Chris, David and Producer Tommo explore the science behind the chemicals in our brains responsible for happiness. With plenty of takeaways on sensible ways to increase our wellbeing, a Bage's Bias and a special little guest [...]

Episode 65 - Amy Florian on Grief, Loss & Transitions We all struggle with grief, loss and moments of transition in our lives. Grief can come from many areas, whether that be from the death of a loved one or a change in life that leads to something being left behind. Chris talks to a [...]

The guys are back and may have found the secret meaning of life in this episode! They take a look at two key theories of wellbeing - Set Point Happiness and the Hedonic Treadmill - what really makes us happy and can we increase our wellbeing? There is the classic #TightAssTommo and the NEW Bages' Biases, for a great episode well worth your time.

Episode 63 - Interview with Will Carmichael from Rooster Money The guys are still here for the latest episode of the Financial Wellbeing Podcast. Join Chris, David and Producer Tommo as they chat with Will Carmichael, founder of Rooster Money. Now, Rooster Money may be an app to help teach kids great money habits with [...]

Episode 62 – Time to Reflect In this episode Chris, David and Producer Tommo share some ideas to think about during lockdown, given what we know about money and happiness. The guys share how they have been spending their time and not their money. They take a look at what we can do right now [...]

Episode 61 - Coping With Anxiety During Lockdown with Nick Elston We have a very special interim podcast for you. Special guest Nick Elston is back for a chat with Chris Budd to talk about anxiety and our well-being during the pandemic lockdown. The two talk about what you can do when stuck at home [...]

Episode 60 - Interview with The Financial Healer, Mark Bristow How damaging can our relationship with money be? Chris, David and Producer Tommo have a chat with Mark Bristow, The Financial Healer, about how we can uncover and challenge our self-limiting beliefs. From great #tightasstommotips to David's excessive use of Bristol Rovers player names this [...]

Join Chris, David and Producer Tommo as they explore how all the areas of wellbeing support each other. In this episode the spotlight is on social prescribing, digging a little deeper past the initial problem and looking at more preventative solutions. With updates from the IFW, Ovation Client Questions on life assurance and plenty of sheds in the Tight Ass Tommo tip of the week have a listen to a...

Episode 58 - Interview with Anthony 'Tas' Tasgal David and his co-conspirators Chris and Producer Tommo have a chat with author and strategist Anthony 'Tas' Tasgal about our behaviours and how we make decisions. Tas looks at changes that can be made for better money decisions with some fun exercises. Be sure to play along! [...]

Episode 57 - A Christmas Special It's that time of year again - The guys have a festive episode of the podcast for you, featuring real dice and sketchy crackers! Join Chris, David and Producer Tommo as they pull a few crackers and play a few games with a financial twist. Ho Ho Ho - [...]

Episode 56 - Community Wellbeing Chris, David and Producer Tommo delve deeper into one of the 5 main pillars of wellbeing - community wellbeing. They explore ideas to think about and act upon to engage in your community. A brilliant podcast dedicated to a brilliant man who exemplified community spirit - cheers digger Welcomes and [...]

After a book, 50+ episodes of the podcast and a brilliant conference the Financial Wellbeing message is spreading. In this episode we are happy to announce the creation of the Initiative for Financial Wellbeing. Financial advisers, planners, paraplanners, practice managers, anyone in the financial planning industry and beyond, take note - this will be a [...]