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
Episode 128 – The Fisherman Parable
In this episode of the Financial Wellbeing Podcast, we visit the well-known Fisherman Parable: a story about money, happiness and what it really means to have enough. Chris, David and Producer Tommo explore why the parable is useful, but perhaps a little too simple. Money may not be the source of happiness, but it can provide security, choice and peace of mind. The real question is not just “how much is enough?” but “enough for what?"
Episode 127: Thinking Clearly About Money with John Dashfield
Episode 127: Thinking Clearly About Money with John Dashfield In this episode, the guys are joined by financial coach John Dashfield for a thoughtful conversation about money, mindset and decision-making. John explains why our state [...]
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.
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