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Financial Wellbeing can be broken down into five elements:

A CLEAR PATH TO ACHIEVE OBJECTIVES

CONTROL OF DAILY FINANCES

THE ABILITY TO COPE WITH FINANCIAL SHOCK

Could You Cope with a Financial Shock?

Listen to the podcast (Episode 14: Busting Myths)

FINANCIAL OPTIONS IN LIFE

SECURITY FOR THOSE WE LEAVE BEHIND

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.

Click here to find out more on the Institute for Financial Wellbeing website

LATEST PODCASTS

Episode 113 – Maslow, Money and Happiness

September 27th, 2024|Comments Off on Episode 113 – Maslow, Money and Happiness

We’re diving into Maslow’s famous hierarchy of needs – you know, the pyramid that breaks down what humans need to be happy, starting from food and shelter all the way up to self-actualization. But here’s the twist: we’re throwing money into the mix! Does having more cash help us climb the pyramid, or can it sometimes hold us back? We’ll explore each level and look at real-world examples of how finances play a role in finding happiness. Get ready for an insightful, practical, and fun conversation on how money fits into the bigger picture of living well. Along with some cracking Tightasstommo money saving tips you do not want to miss. . .

  • Profile picture for interview with Dr Tom Mathar around financial wellbeing in living a 100 year life

Episode 112 – 100 Year Life with Dr Tom Mathar

August 29th, 2024|Comments Off on Episode 112 – 100 Year Life with Dr Tom Mathar

Join us for another insightful episode of The Financial Wellbeing Podcast. We dive deep into the challenges of financial planning in a world where we’re living longer than ever. Dr Tom Mathar from Aegon’s behavioral research department chats with the guys – exploring strategies for balancing today’s financial needs with the demands of a longer future whilst achieving financial wellbeing throughout. As ever TightAssTommo shares some tongue in cheek money saving tips, this time involving Norway and pizza!

Episode 111 – Living the Long Life: Blue Zones and Financial Wellbeing

July 26th, 2024|Comments Off on Episode 111 – Living the Long Life: Blue Zones and Financial Wellbeing

Diving into the intriguing secrets of life longevity in global Blue Zones - regions identified by National Geographic journalist Dan Buettner where people have extended lifespans. We'll discuss the lifestyles and habits that contribute to their extended lifespans and how these insights can enhance our relationship with money for financial wellbeing. Curious about global longevity hotspots or seeking financial wisdom, this episode will inspire positive change!

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