Financial Wellbeing can be broken down into five elements:
INSTITUTE FOR FINANCIAL WELLBEING
If you’re here, you must be curious about financial wellbeing, what it is and how it can positively impact the way you work with your clients for mutual benefit.
If you want to learn how to implement the tenets of financial wellbeing into your day-to-day business interactions and engage with a community of finance professionals who share your interest in this important and emerging topic, please come and join us at the Institute for Financial Wellbeing. You’ll discover a wealth of expertly curated resources, member events and ongoing debates all devoted to increasing the understanding and adoption of financial wellbeing practices.
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Click here to find out more on the Institute for Financial Wellbeing website
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LATEST PODCASTS
Why Money Should Support Life with George Kinder
This episode is a thoughtful look at financial wellbeing from a broader perspective. The guys are joined by George Kinder, one of the best-known names in financial life planning. They explore why good financial planning starts with listening, not just number-crunching, and discuss George’s well-known three questions that help people think more deeply about what matters most.
Episode 125 – Feeling Financially Safe
Universal Basic Income: Would It Make Us Happier? In this episode, David Lloyd is joined by Chris Budd and Tom Morris to explore this hotly debated idea, UBI, but through a financial wellbeing lens rather than a political one.
Episode 124 – Money and Meaning with Daniel Crosby
In this episode, Chris Budd is joined by behavioural finance expert Daniel Crosby to explore the deeper relationship between money, happiness, and meaning. Drawing on his latest book, The Soul of Wealth, Daniel shares insights on comparison, gratitude, and how money can support a more fulfilling life.
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