30 episodes

They say that with age comes wisdom. Actor and writer David Lloyd and financial planner Chris Budd struggle manfully to prove the theory - only occasionally calling into question the accuracy of their birth certificates. They talk about happiness, money and how to use one to make the other. Content advisory: May include brief diversions from subject in search of cheap gags.

The Financial Wellbeing Podcast The Financial Wellbeing Podcast

    • Investing

They say that with age comes wisdom. Actor and writer David Lloyd and financial planner Chris Budd struggle manfully to prove the theory - only occasionally calling into question the accuracy of their birth certificates. They talk about happiness, money and how to use one to make the other. Content advisory: May include brief diversions from subject in search of cheap gags.

    Episode 60 – Interview with The Financial Healer, Mark Bristow

    Episode 60 – Interview with The Financial Healer, Mark Bristow

    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 […]

    • 33 min
    Episode 59 – Social Prescribing

    Episode 59 – Social Prescribing

    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 another great Financial Wellbeing Podcast.

    • 25 min
    Episode 58 – Interview with Anthony ‘Tas’ Tasgal

    Episode 58 – Interview with Anthony ‘Tas’ Tasgal

    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! […]

    • 34 min
    Episode 57 – A Christmas Special

    Episode 57 – A Christmas Special

    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 – […]

    • 20 min
    Episode 56 – Community Wellbeing

    Episode 56 – Community Wellbeing

    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 […]

    • 23 min
    The IFW is here . . .

    The IFW is here . . .

    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 […]

    • 6 min

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