Episode 15: Redefining “Goals” With Carl Richards

In this episode, join Chris, David and Tommo as they discuss objectives. A crucial stage of Financial Wellbeing is "A Clear Path To Identifiable Objectives.", in Episode 4 we zoomed in on "A Clear Path", and in this episode we zoom in on "Identifiable Objectives.".

By | 2017-11-14T10:10:50+00:00 March 9th, 2017|Financial, Podcast, Wellbeing|Comments Off on Episode 15: Redefining “Goals” With Carl Richards

Episode 14: Busting Myths

We're here to challenge some standard ideas about money. In this episode, Chris and David are joined by Producer and Chartered Financial Planner Tom Morris. Adding to the (already palpable) excitement, this episode was recorded on the due date of Tom's first child. At 06:45, he receives a call from his wife...

By | 2017-11-14T10:09:54+00:00 February 21st, 2017|Financial, Pension, Planning, Podcast, Retirement, Wellbeing|Comments Off on Episode 14: Busting Myths

Episode 13: Philanthropy – Behind The Scenes

In our last episode, we looked at some of the principles behind Philanthropy. Today, we delve further into the world of giving by examining how Charities apply these principles practically. We are joined by two respective experts: Edward Thomas of Oxfam and Julian Withers of Jessie May.

By | 2017-11-14T10:08:38+00:00 February 3rd, 2017|Financial, Podcast, Wellbeing|Comments Off on Episode 13: Philanthropy – Behind The Scenes

Lost in the tunnels

Outside of work, I write and perform spoken word poetry. This hobby sees me attending several events each week, either to perform or to watch others perform. The worlds of finance and poetry are not noted for their overlap, and this happy fact allows me healthy time away from both during the long mental traverse from one world to the next. Recently, however, I was visited by a rare moment of confluence. Allow me to explain.

By | 2017-01-23T17:09:19+00:00 January 23rd, 2017|Financial, Wellbeing|Comments Off on Lost in the tunnels

Episode 11: Community Wellbeing with George Ferguson

Community Wellbeing is one of the Five Elements of Wellbeing which, according to research conducted by Gallup, makes up our overall Wellbeing. We sat down with former Mayor of Bristol George Ferguson to have a chat about Community Wellbeing and how it relates to happiness. As always, we share the Industry Insights tweeted to us @FinWellbeing, giving you tips and advice from Financial Services Professionals. Chris' talk with George, who in 2012 became Bristol's first democratically elected Mayor, starts at 8:15 into the Podcast. The meeting was held in George's flat above the Tobacco Factory, a creative hub which he hopes will inspire more of its kind across the city, making Bristol a more polycentric place.

By | 2017-11-14T10:06:45+00:00 December 21st, 2016|Financial, Podcast, Wellbeing|Comments Off on Episode 11: Community Wellbeing with George Ferguson

Episode 9: Modcast Pt. 2

Ever wondered why mods ride Vespas and Lambrettas? Wonder no more... In this episode, we're joined again by Ian 'Mod' Moore for the second half of his enlightening interview about money, happiness and mod culture. Ian discusses mod attitude toward fashion, finance and tolerance. You'll learn Einstein's no. 1 money-tip, the secret to super-effective piggybanks and much, much more.

By | 2017-11-14T10:04:36+00:00 October 27th, 2016|Financial, Podcast, Wellbeing|Comments Off on Episode 9: Modcast Pt. 2

Episode 7: Michelle McGagh’s No-Spend Year

If money really does buy happiness, Michelle McGagh ought to be utterly miserable. In this episode, Chris and David are joined by the freelance financial journalist who has decided to only spend money on food for all of 2016

By | 2017-11-14T10:02:37+00:00 September 29th, 2016|Financial, Podcast, Wellbeing|Comments Off on Episode 7: Michelle McGagh’s No-Spend Year

Bigger Picture For Financial Planning: Jeff Prestridge On The Financial Wellbeing Book

This article was written by Jeff Prestridge, the Personal Finance Editor of The Mail On Sunday. It was originally published on The Financial Times Adviser website here, entitled 'Bigger picture for financial planning'. Sometimes, consumer personal finance journalism lets the public down. Not always (as I hear some of you say), just occasionally. Mea culpa and all that.

By | 2017-09-20T14:49:05+00:00 July 11th, 2016|Financial, Planning, Wellbeing|1 Comment

Episode 4: Finding The Path To Financial Wellbeing

One of the five elements of Financial Wellbeing is having a clear path to identifiable objectives. In this episode, Chris and David discuss the concept of a clear path and look at practical ways to achieve more focus and clarity.

By | 2017-11-13T14:58:02+00:00 June 27th, 2016|Financial, Podcast, Wellbeing|1 Comment