The Money:Mindshift podcast

Aegon UK

What if we told you that it’s your mindset that matters most when it comes to finances? In our podcast, host Dr. Tom speaks to experts about how to make a mindshift when it comes to money – for the better. Think of it as looking after yourself both today, and tomorrow.

  1. 5D AGO

    How to beat the markets (featuring Lars Kroijer)

    Between the hot stock and crypto tips, and big money headlines, is it possible to win big? Or does trying to beat the market just hold us back? This episode explores why trying to beat the market is such a powerful idea, and what influences the way we invest. Dr Tom is joined by former hedge manager, Lars Kroijer, to challenge the stereotypes of investors, before MoneyWeek editor, Kalpana Fitzpatrick, adds a journalist’s perspective on why many people struggle to move from saving to investing – especially women. Considerations  Please note the views expressed by contributors to this podcast are their own and don't necessarily represent the views of Aegon. The value of an investment can fall as well as rise, it isn’t guaranteed and you may get back less than you invest. Past performance of markets and investments shouldn't be taken as a reliable indicator of future performance.  What’s discussed is for information purposes only and shouldn’t be taken as financial advice. The correct investment strategy for you will depend on your personal circumstances, which you should discuss with a regulated financial adviser.  AI was used in the editing of this podcast.   Want to know more? Subscribe to The Money:Mindshift podcast on Spotify and Apple.  Visit Aegon's Money:Mindshift hub for more resources and tools at aegon.co.uk/money-mindshift. Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift at linkedin.com/company/aegonuk. Get to know Dr Tom Dr Thomas Mathar (or Dr Tom for short) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.  Dr Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: Your Path to Prosperity: How to fund a happy and long life. Follow Dr Thomas Mathar on LinkedIn. And a huge thank you to our guests, Lars Kroijer and Kalpana Fitzpatrick Lars Kroijer is a former hedge fund manager, investor, and author of two books, including Money Mavericks and Investing Demystified. You can watch his investing series on Youtube, or follow him on LinkedIn. For more information, visit his website at kroijer.com. Kalpana Fitzpatrick is a financial journalist and digital editor at MoneyWeek, as well as the author of Invest Now and Get to Know Money. You can also follow her on Instagram @kalpanafitz and LinkedIn.

    42 min
  2. FEB 5

    How to find a job you love (featuring Alice Hooper-Scott)

    What does it really take a build a career that feels meaningful? This episode explores how to navigate career changes with purpose and confidence to help find a job you love. Our host, Dr Tom, is joined by behavioural science expert, Alice Hooper-Scott from The School of Life at Work, to unpack the emotional and financial realities of leaving a job that isn't fulfilling and finding one that aligns with your values. The pair are also joined by Selina Flavius, leading financial coach and founder of Black Girl Finance in exploring why money worries, systemic societal stigma, and self-doubt shape our career decisions more than we realise. Considerations  Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser. AI was used in the editing of this podcast.  Want to know more? Subscribe to The Money:Mindshift podcast on Spotify and Apple.  Visit Aegon's Money:Mindshift hub for more resources and tools: aegon.co.uk/money-mindshift Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift: linkedin.com/company/aegonuk. Get to know Dr Tom Dr Thomas Mathar (or Dr Tom for short) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.  Dr Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life.' Follow Dr Thomas Mathar on LinkedIn. And a huge thank you to our guests, Alice Hooper-Scott and Selina Flavius Alice Hooper-Scott is director of The School of Life at Work, and behavioural science expert. You can find out more at The School of Life at Work website, or follow Alice on LinkedIn. Selina Flavius is an author, financial coach and founder of Black Girl Finance, a financial coaching and training company. You can find out more on the Black Girl Finance website, or follow them on Instagram. You can also follow Selina on LinkedIn.

    45 min
  3. JAN 22

    How to connect with your future self (featuring Hal Hershfield)

    Who is your future self to you? Are they a friend – or a total stranger? Chances are, you might not have even thought about them yet. In this episode of the Money:Mindshift podcast, Dr Tom sits down with world‑leading behavioural scientist, Hal Hershfield, to explore why so many of us struggle to plan for the future. They discover how feeling more connected to the person we want to become can transform the choices we make today. Dr Tom also takes the chance to check in with his listeners to hear their hopes and fears for the future, too – with surprising results. Tune in to find out how maximising your future happiness can start by visualising who you want to be. Considerations  Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser. AI was used in the editing of this podcast.  Want to know more? Subscribe to The Money:Mindshift podcast on Spotify and Apple.  Visit Aegon's Money:Mindshift hub for more resources and tools: aegon.co.uk/money-mindshift Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift: linkedin.com/company/aegonuk. Get to know Dr Tom Dr Thomas Mathar (or Dr Tom for short) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.  Dr Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life.' Follow Dr Thomas Mathar on LinkedIn. And a huge thank you to our guest, Hal Hershfield Hal Hershfield is a Professor of Marketing and Behavioral Decision Making at UCLA's Anderson School of Management. He is also the best-selling author of ‘Your Future Self: How to Make Tomorrow Better Today’. You can follow him on LinkedIn, or visit his website: halhershfield.com. Reference: Life expectancy calculator. Data source: Office for National Statistics, February 2025.

    34 min
  4. JAN 8

    How to build wealth (featuring Brian Portnoy)

    What does it actually mean to be wealthy – and is it the same as being rich? In this episode of the Money:Mindshift podcast, Dr Tom sits down with author Brian Portnoy and financial planner Shadi Kirk to explore ‘funded contentment’ – the idea that money should underwrite the life you want to live, not the endless search for more. Together, they unpack the difference between being rich and being wealthy, and why many of us are already wealthier than we think. Tune in to build your own version of wealth. Considerations  Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser. AI was used in the editing of this podcast.  Want to know more? Subscribe to The Money:Mindshift podcast on Spotify and Apple.  Visit Aegon's Money:Mindshift hub for more resources and tools. Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift. Get to know Dr Tom Dr Thomas Mathar (or Dr Tom for short) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.  Dr Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life.' Follow Dr Thomas Mathar on LinkedIn. And a huge thank you to our guests, Brian Portnoy and Shadi Kirk  Brian Portnoy is the best-selling author of The Geometry of Wealth, and the founder of Shaping Wealth - a learning technology platform that's transforming the human experience of money. You can follow him on LinkedIn, or visit Shaping Wealth's website. Shadi Kirk is a financial planner in Edinburgh and a co-founder of Transform - a financial planning service in Scotland. You can follow Shadi on LinkedIn, or visit her website.

    41 min
  5. 12/18/2025

    How to be happy (featuring Jon Dunckley)

    What is happiness – and can you buy it? In this special festive episode, Dr. Tom is joined by positive psychologist, Jon Dunckley, and human skills expert, Angela Heise, to explore what happiness really means. Together they unpack the power of social connection, why food and emotions are so intertwined, and how to build joy that lasts – because happiness isn’t bought, it’s built. Tune in for practical tips and insights on how to make the holiday season (and beyond) more meaningful. Considerations  Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser. AI was used in the editing of this podcast.  Want to know more? Subscribe to The Money:Mindshift podcast on Spotify and Apple.  Visit Aegon's Money:Mindshift hub for more resources and tools. Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift. Get to know Dr. Tom Dr. Thomas Mathar (or Dr. Tom for short) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.  Dr. Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life.' Follow Dr. Thomas Mathar on LinkedIn. And a huge thank you to our guests, Jon Dunckley and Angela Heise Jon Dunckley is a positive psychologist and financial wellbeing expert. You can visit Jon’s website for more information, or follow him on LinkedIn. Angela is an emotional productivity and human skills expert, based in Australia. You can follow Angela on LinkedIn, or visit her website for more. Download and print our Christmas voucher to give the gift of social connection. Reference Research of 2,000 UK adults weighted to by nationally representative conducted by Opinium on behalf of Aegon, December 2025.

    42 min
  6. 12/04/2025

    How to have cash and kids (featuring Ashley Quamme)

    What’s the real price of parenthood – and can you really ‘have it all’? In this episode, host Dr. Tom joins family therapist, Ashley Quamme, and financial adviser, Martin Banerjee, to explore the true cost of parenting. Together (and as fellow parents) they share candid stories, unpack the motherhood tax and reveal how to manage money as a family – without sacrificing what matters most. Listen now and discover how to rewrite the rules for modern parenthood. Considerations  Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser. AI was used in the editing of this podcast.  Want to know more? Subscribe to The Money:Mindshift podcast on Spotify and Apple.  Visit Aegon's Money:Mindshift hub for more resources and tools. Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift. Get to know Dr. Tom Dr. Thomas Mathar (or Dr. Tom for short) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.  Dr. Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life.' Follow Dr. Thomas Mathar on LinkedIn. And a huge thank you to our guests, Ashley Quamme and Martin Banerjee Ashley Quamme is a marriage and family therapist, as well as a certified financial behaviour specialist. She’s the owner and founder of a company called Beyond the Plan. You can follow Ashley on LinkedIn. Martin Banerjee is a chartered financial planner and leads a network of financial advisers in Scotland for National Advice firm, Origen. You can follow Martin on LinkedIn, or visit Origen’s website and LinkedIn page for more information. Listen to Alain de Botton's TED talk: 'A kinder, gentler philosophy of success'.

    38 min
  7. 11/20/2025

    How to win at shopping (featuring Greg Davies)

    Ever wondered why Black Friday makes us click ‘buy now’? In the first episode of series two, Dr. Tom is joined by behavioural finance expert, Greg Davies, and Emmy-winning stylist, David Zyla, to explore the emotional triggers behind shopping sprees. From creating pause points to avoid costly mistakes, and understanding why our feelings drive decisions, they share how to shop smarter (and win). Tune in and rethink how Black Friday isn't just about bargains, it's about behaviour. Considerations  Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser. AI was used in the editing of this podcast.  Want to know more? Subscribe to The Money:Mindshift podcast on Spotify and Apple.  Visit Aegon's Money:Mindshift hub for more resources and tools. Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift. Get to know Dr. Tom Dr. Thomas Mathar (or Dr. Tom) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.  Dr. Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life.' Follow Dr. Thomas Mathar on LinkedIn. And a huge thank you to our guests, Greg Davies and David Zyla Greg Davies is a leading expert in behavioural finance, and the Head of Behavioural Finance at Oxford Risk. You can follow Greg Davies on LinkedIn. David Zyla is an Emmy award-winning stylist, and best-selling author of: 'Color Your Style: How to wear your true colors', and 'How to Win at Shopping'. You can find out more on his website: davidzyla.com.

    43 min
  8. 09/25/2025

    How to have love and money (featuring Emma Boardwell)

    You might have been told never to talk about money while you’re on a date – but, why is that? With each partner, comes a different money story. Different money beliefs, myths and emotional reactions to finances. And yes, it could come with tensions of its own. Sometimes it does feel awkward when it comes to getting the bill, after all… In this episode, Dr. Tom chats to psychotherapist and financial coach, Emma Boardwell, about the impact that money has on couples, making it a powerful season finale. But the question still remains: should talking about cash be so taboo on a date? Considerations  Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser.  AI was used in the editing of this podcast.  Want to know more?  Subscribe to The Money:Mindshift podcast on Spotify and Apple.  Visit Aegon's Money:Mindshift hub for more resources and tools: aegon.co.uk/money-mindshift  Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift: linkedin.com/company/aegonuk The podcast host – Dr. Tom  Dr. Thomas Mathar (or Dr. Tom) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.  Dr. Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life.  Follow Tom on LinkedIn.  And thank you to our guest Emma Boardwell Emma Boardwell is a psychotherapist and financial coach. You can follow Emma on LinkedIn, or visit her website: emotionalfinance.co.uk. *Downloadable dinner party menu coming soon!*

    40 min

Ratings & Reviews

5
out of 5
2 Ratings

About

What if we told you that it’s your mindset that matters most when it comes to finances? In our podcast, host Dr. Tom speaks to experts about how to make a mindshift when it comes to money – for the better. Think of it as looking after yourself both today, and tomorrow.

You Might Also Like