Join Chris, David and Producer Tommo as they have a chat with Jason Butler about the importance of financial education. Jason explains why he went from being a financial planner to an educator and how you can get your own Financial Fitness Score to see how you’re doing. This is an episode filled to the brim with money saving tips not only from the legend that is #tightasstommo, but Jason as well.

Welcomes & Introductions

Financial Wellbeing Conference

Exciting news from David!

What is this podcast all about –

Ovation Client Questions –

Tight Ass Tommo – Liquids at airports and wonky veg

Jason Butler Interview

Head of financial education at Salary Finance

Financial Fitness Score

Common questions asked of Jason

Financial education videos

Money saving tips from Jason – credit cards, air-miles and finances as a job

Conclusions from the guys

Click here for more information about Jason Butler

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 by going to 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

The terrific triumvirate are back, join Chris, David and Producer Tommo for the third and final podcast in the series on retirement. In this episode the guys take a look at applying wellbeing to retirement and how to maximise happiness when you no longer need to work for money. There are yet more practical ideas from a chartered financial planner, Ovation client questions and of course #tightasstommo money saving tips.

Welcome and Introductions

Employee Ownership

The Horne Section Podcast

Chris Budd’s lack of fashion sense!

Happy Birthday David

What is this podcast all about –

Today’s podcast, third part about retirement.

Retirement = when one stops working because they have to and one works because they want to

Ovation Client Question’s –

Tight Ass Tommo – Shopping hungry, and duty free

Retirement Part Three

Boredom causing stress in retirement

Our social relationships are the biggest contributor to our wellbeing.

Link to Harvard study on happiness

Link to Episode 47 – planning for a sense of purpose

Gallup study – wounds and relationships

Wellbeing comes in many forms, the most important is social. Therefore our money should feed our social relationships

How to spend your time

Involve your other half in financial plans

Retirement tips from a Chartered Financial Planner – Tom Morris

Spreadsheet link

Cashflow forecast

Worried about running out? Don’t restrict spending unnecessarily

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 by going to 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

Look at us, 50 episodes strong! Come and party with the guys, Chris, David and Producer Tommo as they celebrate in this very special episode of The Financial Wellbeing Podcast. We have a interview with Amanda Prowse, author of 21 best selling books. Amanda shares her inspirational story of how she became a writer along with how her changing financial situation has impacted life over the years.

Happy Birthday in the style of Marilyn Monroe

Ovation Client Questions: Should I invest all my cash leaving no cash buffer?

Tight Ass Tommo

Top tips from previous guests – hotel hi-jinks, online shopping and password goals

What is this podcast all about?

Who is Amanda Prowse?

How did Amanda start writing?

 – “If not now, when?”

The effect of a cancer diagnosis for Amanda

Click here to listen to the Catherine Zollman interview

Loosing count of bestsellers!

Was there a moment Amanda realised writing was a financially viable career?

Amanda potted history with money

How did Amanda go from a two income household to one and start writing?

The magic of a book spreading like wildfire

How a trip to Selfridges changed Amanda’s life

Agent shenanigans – from disheartening to amazing

Amanda’s changing financial situation

What do you do when you have financial freedom? Amanda doesn’t do what she thought she would

Only a suitcase of possessions?

Does Amanda write to an audience? Some great writing tips from Amanda

Conclusions from the guys

Click here for more information about the wonderful Amanda Prowse

 For financial advisers and those interested to learn how to help their clients get happier not just wealthier. This event will take place next to an iconic piece of history in Bristol with an epic line up of inspirational, practical and thought provoking speakers.

Click here for tickets and more information

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 by going to 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 49 – Pt 2 Planning a Happy Retirement

The second of our 3 part series looking at retirement. Chris, David and Producer Tommo explore the practical and technical issues for those on the verge of retirement. The guys look at a financial plan to explore the process and look at the principles of happiness for those retiring. Be sure to have a listen and find out how to get tickets for the upcoming Financial Wellbeing Conference 2019 along with some great #tighasstommo money saving tips.

Welcomes and Introductions

What is this episode all about –

Financial Wellbeing Conference – 19th June 2019

Ovation client questions: There is an awful lot we cannot control, so how do we lessen the impact on our investments?

Tight Ass Tommo – Ice-cream, toddlers and shoes

Retirement Part Two

The decisions people face at the moment they go from earning more money that they need to live on and saving to earning less and drawing on those savings.

Planning and technical issues when approaching the day of change.

What are the principles of happiness for those retiring?

The guys look at a financial plan to show the process

What do pension freedoms mean?

A plan that takes you through decisions you need to make at retirement mapped against what is most likely to make you happiest in retirement

Part 3 of this retirement series will explore at what you need to look at when enjoying retirement

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 by going to 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

In this episode we have a special guest interview with Warren Shute. Chris talks to Warren about his new book The Money Plan, a brilliant resource for those who want to take control of their finances. Chris, David and Producer Tommo take a look at listeners questions and some radical #tightasstommo tips in an episode filled with actions you can take to achieve financial freedom.

Welcomes & Introductions

What is this podcast all about? We have an interview with Warren Shute, the Financial Wellbeing Podcasts often talk about thoughtful nature and how we can change our approach to make ourselves happier, in this episode Warren gives us some good solid practical tips from his new book The Money Plan.

Listeners Questions

Is it possible to open a cash ISA and a Stocks & Shares ISA in the same tax year?

Bonus question – what are the advantages of an ISA?

Tight Ass Tommo – grannies, TV licences and radical opinions!

Thanks to @DellaHudsonFCA

#Tip of the Week – selling on Facebook

Warren is a Financial Planner with Pedigree. After 23 years experience and setting up his own independent firm he now wants to give back with this new book –The Money Plan

Financial Planning can be intimidating, Warren wants to give back to those who do not get advise for whatever reason

We save not for growth, but for security

The House of Wealth

What is financial freedom?

The Subject of ‘goals’ and how they work for Warren, and why Chris does not like them!

How does the 90 day check-in work?

People don’t want to think about money, Warren is showing a proven method that works if you want to take control

Mortgage Tips

Retirement approaches quickly!

Automate as much as possible, finance and money is no the most exciting topic

Has an American father created a different attitude towards money for Warren?

Approaches to money around the world

Not creating money for moneys sake, but creating options for later in life

Warren shares stories of financial planning creating happiness and wellbeing

As we approach retirement, we become more vulnerable, and certainty becomes more valuable

If you would like to purchase a copy of Warren’s book The Money Plan, 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 by going to 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

Win 1 of 5 FREE copies of “The Money Plan” from @warrenshute To enter, follow and give us a RT on Twitter!