Episode 119 – 7 Tips on Investing for Wellbeing

It’s taken us a while to get here, but we’re finally tackling that ever-mysterious (and often misunderstood) topic: investment management. But don’t worry—this isn’t a crash course in stock-picking or trying to “beat the market”. As always, we’re looking at money through the lens of wellbeing – whether you’re managing your own portfolio, working as a financial planner, or just curious about how investing can contribute to a greater sense of security and contentment – we have 7 practical and philosophical tips to help you manage your investments in a way that supports a happier, more fulfilling life.

Welcomes and Introductions

Chris shares his recent experiences in Marrakesh

Fancy a chat with Tom Morris and the team at Ovation? Contact details here

Whats on Today’s Podcast

Exploring investment management from a financial wellbeing perspective

Tight Ass Tommo

Featuring more from Marrakesh and special guest Rohan Sivajoti shares his supermarket yellow sticker finds. 🙌

This episode:

Why what you’re investing for matters more than what you’re investing in
The real value of a financial plan—and why it should come before any investment decisions
A powerful story about the cost of “more than enough”
What a roast dinner has to do with taking too much risk!
How to stop your investments from raising your heartbeat
What “financial pornography” is and why you should ignore it
And how one of Chris’s favourite psychological models (hello, Self-Determination Theory) can help you feel more confident and in control of your investment journey

🧭 The 7 Investment Tips for Wellbeing:

Invest according to your objectives – Different goals need different investment pots. A holiday fund shouldn’t be in crypto.
Build your investments around a financial plan – Understanding “how much is enough” is key to knowing what you’re working towards.
Know how much risk you need to take – Not everyone needs to chase high returns.
Don’t invest in a way that raises your heartbeat – If it keeps you up at night, it’s not worth it.
Manage your emotional response to market fluctuations – Avoid panic (or euphoria) by staying focused on your long-term plan.
Set clear investment rules – Having a process gives you a sense of control, even in unpredictable markets.
Boost your knowledge—or get help – If you’re not confident, seek guidance from a financial planner (ideally one who also does cashflow forecasting!).

Conclusions From The Guys

Come and get involved!

We want to hear your Messages From the Future. Record a short 30-second message sharing a decision you’re glad you made (or one you regret) to help others make better choices. Send your voice clips to marketing@ovationfinance.co.uk—and join the conversation.