Episode 47 – Pt1 Foundations for a Happy Retirement

In the first of a 3 part retirement series Chris, David and Producer Tommo look at building the foundations for a happy retirement. This involves some practical ideas around how to plan financially for this, but more importantly explores the idea of ‘know thyself’ and how this can help provide a sense of purpose. With a canoe update and a top Tight Ass Tommo tip for foodies, we have an excellent episode for you.

Introductions & welcomes

Battery woes and a canoe update!

What is this podcast all about?

Ovation Client Questions: Should I take the tax free cash from my pension?

Tight Ass Tommo – Pizza delivery hijinx

#Tip of the week – www.luxrewards.co.uk a loyalty card for eating out.

Do you have any wedding themed Tight Ass Tommo Tips? Let us know through Twitter @Finwellbeing or email – [email protected] and they could feature in special future episode

Retirement pt1

For those approaching the ‘major landmark’

How people use that money in retirement to make themselves happier

Know exactly what you want to do in retirement

Retirement no longer means what it used to

The last thing some people want to do when they stop working, is to stop working!

Retirement can be scary, lets call it financial independence

The switch from saving to dipping into those savings can be tricky

Know thyself,

The importance of purpose and what it is.

Episode 12: Philanthropy

Move towards retirement by starting what you want to do now

Producer Tommo explains the Financial Planning process used at Ovation Finance to work out how much you need in retirement

Keep going through the process for continued clarity

What is coming up in the next few episodes . . .

If you would like to purchase a copy of The Financial Wellbeing Book please click on this link to visit Penny Brohn UK shop

Join Chris, David and Producer Tommo for part 2 of our interview with Professor Tim Kasser. This time the focus is on practical ideas for financial wellbeing through consuming less. They also have the added bonus of helping to save the environment! With listeners questions and a serious tip not to be missed in #tightasstommo we have a very interesting episode for you.

Welcomes & Introductions

What is this podcast all about? – Part 2 of our interview with Tim Kasser. Practical things for people to do to stop the accumulation of stuff that lowers the value of wellbeing

Part 1 – Hyper Capitalism with Professor Tim Kasser

Ovation Client Questions : Capital Gains Tax – what it is, when it happens and how to declare it

Tight Ass Tommo

Not quite so light-hearted this week. The Nottingham Knockers – why you should never buy anything from coldcallers

#Tip of the week – Special gift experiences without the pricetag –  www.fivestardays.com

Introduction with Tim Kasser

Materialism reduces wellbeing – consume less stuff, help the planet and increase wellbeing

The interview takes a look at practical ideas to do this

Looking at the micro aspects of Tim’s book

What does the term Hyper Capitalism mean?

Intrinsic and Extrinsic values recap

Materialism effecting children’s wellbeing

The ‘S’ Score

Questioning the system!

The laws created for business driving hyper capitalism

Quote – under communism man takes advantage of man, and capitalism is exactly the opposite!

What can people do differently?

Episode 7 – Michelle McGagh’s No-spend Year

The Sharing economy and libraries – going beyond books, from tools & toys to more

Vested interest among business and government

It is not good for the economy to share

Conclusions from the guys

Capitalism is a bit out of control

Episode 11 – Community Wellbeing with George Ferguson

We cannot keep purchasing things to be consumed and chuck away the waste

If you would like to purchase a copy of Tim’s book Hyper-Capitalism, click on this link

Do you have any financial wellbeing questions you would like us to answer?  Do you have a #tightasstommo money saving tip you would like to share with our listeners?

If so, let us know and they could feature on a future episode. Contact us via Twitter @Finwellbeing or email – [email protected]

If you would like to purchase a copy of The Financial Wellbeing Book please click on this link to visit Penny Brohn UK shop

Episode 45 – A Festive Wellbeing Podcast with Tim Elsenburg

The guys have a fun filled festive podcast for you this Christmas! Listen to some cracking money saving tips from Producer Tommo, play along and beat David at ‘Sound Charades’ then enjoy Chris’ interview with singer/songwriter Tim Elsenburg from the Mercury Prize nominated band Sweet Billy Pilgrim. So grab a glass of eggnog, put your feet up and have a giggle.

Welcomes & Introductions

Looking back at 2018 – selling a business, new books, toddlers and secret projects

What is this podcast all about? Festive games and an interview with Tim Elsenburg from Mercury Award nominee band Sweet Billy Pilgrim

Festive Tight Ass Tommo

Podcast “Sound Charades” – Listener clue: money related film titles

Interview with Tim Elsenburg – singer and songwriter from the band Sweet Billy Pilgrim

Why Sweet Billy Pilgrim are the embodiment of not needing money to achieve goals in life

How to record music in a shed!

Utilizing limited time

The moment you find out great news

Quality on a shoestring

Recording like The Beatles

What does new album name ‘Wapentak’ mean?

Front room gigs

Don’t let a lack of money stop you

Wrap up from the guys

Song, Why The Long Face – Sweet Billy Pilgrim

If you want to hear more music from Sweet Billy Pilgrim, head over to their website for more information here.

Do you have any financial wellbeing questions you would like us to answer?  Do you have a #tightasstommo money saving tip you would like to share with our listeners?

If so, let us know and they could feature on a future episode. Contact us via Twitter @Finwellbeing or email – [email protected]

If you would like to purchase a copy of The Financial Wellbeing Book please click on this link to visit Penny Brohn UK shop

Episode 44 – Meaningful Money with Pete Matthew

We have a special guest interview in this episode – the legend of financial planning and all round good egg, Pete Matthew. In the interview Pete talks to Chris about his new book The Meaningful Money Handbook. They explore being intentional in your approach to money, top budgeting tips and how to spend your money meaningfully. With great #tightasstommo money saving tips we have an action packed episode for you to enjoy.

Welcomes & Introductions

What is this podcast all about? – The three steps we can take to Meaningful Money

Tight Ass Tommo

Cold water, cabbage wine and Christmas food shopping!

#Tip of the week – Cut price fancy dining with FirstTable.co.uk

Interview with Pete Matthew – Talking about ideas and tips from Pete’s new book

Why is the word ‘intentional’ so important in Pete’s approach to money?

The 3 steps to Meaningful Money

Pete’s main investment tip

Spend less than you earn – top budgeting tips

Finding the balance between the now and the one day

Thinking about retirement and what we might need

How to be intentional with saving money

How to spend money when you don’t have much

Responsibility, and not putting the blame on others

Allowing yourself to spend money and take joy from it

Tools Pete gives to people to empower them

Conclusions from the guys

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Pete Matthew is a Chartered Financial Planner, a Certified Financial Planner (CFP) and Managing Director of Jacksons Wealth Management in Penzance, UK. The point of his podcast Meaningful Money is to convey my belief that Financial Planning is really simple for the vast majority of people. It IS possible for anyone to achieve their goals, whether financial or otherwise, by following some pretty basic rules. Click here for more details.

If you would like to purchase a copy of Pete’s book The Meaningful Money Handbook click on this link.

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Do you have any financial wellbeing questions you would like us to answer?  Do you have a #tightasstommo money saving tip you would like to share with our listeners?

If so, let us know and they could feature on a future episode. Contact us via Twitter @Finwellbeing or email – [email protected]

If you would like to purchase a copy of The Financial Wellbeing Book please click on this link to visit Penny Brohn UK shop

Book Giveaway T&Cs

Win 1 of 5 FREE copies of @petematthew “The Meaningful Money Handbook” To enter, follow and give us a RT on Twitter!

We’re here this Talk Money Week to get more people talking about money and help improve money management. Chris, David & Producer Tommo take a close look at the five areas that create Financial Wellbeing. With great tips and links to previous episodes, this podcast focuses on how to use your money to make you happier not just wealthier. As ever we have Listeners Questions and some great money saving tips from #tightasstommo for this bumper filled episode not to be missed.

Welcomes & Introductions

Click here to purchase a copy of the Financial Wellbeing Book

Economics of Happiness Conference

What is this podcast all about – An overview of Financial Wellbeing for Talk Money Week – www.fincap.org.uk

Listeners questions – Is now a good time to invest in the stock market?

Tight Ass Tommo

Printer ink and recycling groomsmen

Do you have any wedding themed Tight Ass Tommo Tips? Let us know through Twitter @Finwellbeing or email – [email protected] and they could feature in special future episode

Talk Money Week – A focus on how to use your money to make you happier not just wealthier

Episode 32 with Maria Nedeva episode link

Know Thyself, whats give you wellbeing

The five parts to creating Financial Wellbeing 

Working out what makes you happy

Episode 15 with Carl Richards

Social interaction

Harvard Study of happiness TED talk

Episode 22 – What Does A Financial Plan Look Like?

Taking control of daily finances – Where your money actually goes

The Money Hub app

Coping with Shocks – Investments risks

‘don’t play any shot that will make your heart beat increase’ – Paul Casey

Episode 25 with Greg Davies

Episode 36 with Neil bage

Episode 34 with Dr Daniel Crosby

Getting things in order – Perspective in life

Episode 40 with Dr Catherine Zollman

Having financial options

Money can make you happier to a point

Working out how much is enough

Changing what makes us happy

Episode 42 with Tim Kasser

The Origins of Happiness book

Conclusions

For more information on Talk Money Week at www.fincap.org.uk

Do you have any financial wellbeing questions you would like us to answer?  Do you have a #tightasstommo money saving tip you would like to share with our listeners?

Let us know and they could feature on a future episode. Contact us via Twitter @Finwellbeing or email – [email protected]

If you would like to purchase a copy of The Financial Wellbeing Book please click on this link to visit Penny Brohn UK shop