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 122 – Money, Purpose and Community with Jonathan Ruffer
In this episode of The Financial Wellbeing Podcast, the guys explore how wealth, when used with purpose, can create extraordinary change. They’re joined by philanthropist Jonathan Ruffer, who shares the remarkable story of how he has devoted his resources to revitalising the town of Bishop Auckland. Along the way, we reflect on the dangers of money without meaning, the importance of community, and how finding purpose can enrich every stage of life - especially when approaching retirement.
Episode 121 – Financial Infidelity
Episode 121 - Financial Infidelity In this episode of The Financial Wellbeing Podcast, we’re lifting the lid on a tricky topic: financial infidelity. What does it really mean? How can it show up in everyday [...]
Episode 120 – Money Stories with Dr Megan McCoy
Episode 120 - Money Stories with Dr Megan McCoy In this episode, we chat with Dr. Megan McCoy a financial therapist about money stories—the beliefs we form about money based on childhood, family, and past [...]
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