In this episode join Chris and David as they round up previous podcasts and explain what a financial plan is. They then look at the main steps that should be taken to get the most out of your financial planning. We also enjoy some more tips from #tightasstommo.
Working out what we want from life might be the biggest challenge in the financial wellbeing process. How do we identify and learn what makes us happy?
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...
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.
In this episode, you'll learn what Financial Wellbeing is and how it relates to Wellbeing generally. You will meet Chris Budd, author of The Financial Wellbeing Book as he talks with actor and writer David Lloyd. You'll hear a bit of background behind the book, and why Chris has decided to donate all the proceeds to the Penny Brohn UK Cancer Centre.
The penultimate chapter in The Financial Wellbeing Book is called Taking Advice Or Do It Yourself? Now, you might think that, having been a financial planner for many years, I might be a little biased on this topic. Actually, nothing could be further from the truth. The book advocates a ‘Know Thyself’ approach. Work out [...]
There are a few ideas to do with money that are accepted as standard wisdom, that are taken as read and not challenged. Until now... Why Are We So Obsessed With Accumulating Capital? When we get to that nirvana point of having flexibility over our time, what is it that we want from our money? [...]
