The Financial Wellbeing Podcast

The Financial Wellbeing Podcast

They say that with age comes wisdom. Actor and writer David Lloyd and financial planner Chris Budd struggle manfully to prove the theory - only occasionally calling into question the accuracy of their birth certificates. They talk about happiness, money and how to use one to make the other. Content ...

Episode 133 – Beyond Inheritance with Sharath Jeevan
The Financial Wellbeing Podcast
Episode 133 – Beyond Inheritance with Sharath Jeevan

Recent Episodes

133
Oct. 28, 2026

Episode 133 – Beyond Inheritance with Sharath Jeevan

Episode 133 – Beyond Inheritance with Sharath Jeevan In this episode, chartered financial planner at Ovation Finance, Clémence Chatelin sits down with Sharath Jeevan to explore legacy. Not simply as the money we leave behind, but as the mark we make while we are here. Sharath talks about the shift from success to significance, how families can think more intentionally about the next generation, and why the financial side of legacy should support a much wider conversation about values, purpose,
132
Sept. 30, 2026

Episode 132 – Sense of Coherence

Episode 132 – Sense of Coherence In this episode, the guys explore why some people seem better able to cope with stress than others, and what that might teach us about our relationship with money. The conversation centres around a psychological model called Sense of Coherence. It may sound academic, but the ideas behind it are surprisingly practical. Can we understand what is happening? Do we have the resources to deal with it? And does dealing with it feel meaningful enough to deserve our att
131
Aug. 28, 2026

Episode 131 – Preparing for Change with Steve Johnson

Episode 131 – Preparing for Change with Steve Johnson In this episode, the guys are joined by Steve Johnson, founder of the Wellbeing Science Institute, for a fascinating conversation about elite sport, financial wellbeing and preparing for change. Steve explains why supporting an athlete means looking beyond performance. From finances and relationships to identity, career and emotional wellbeing, a whole-person approach can help athletes perform at their best while also preparing for life beyo
130
July 31, 2026

Episode 130 – What If Your Financial Goals Are Wrong?

Episode 130 – What If Your Financial Goals Are Wrong? In this episode, David Lloyd is joined by Chris Budd and Tom Morris to ask a deceptively simple question: Are the goals we are working towards actually likely to make us happier? Along the way, there is a tenth anniversary, free museums, homemade kitchen islands, unrealistic sporting ambitions and an important conversation about the difference between accumulating money and using it to support a meaningful life. Welcomes and Introductions C
129
June 26, 2026

Episode 129: What Are You Building Towards with John Moore

Episode 129: What are you building towards with John Moore In this episode of The Financial Wellbeing Podcast, Chris Budd is joined by his friend John Moore for a moving conversation about success, trauma, purpose and what really brings wellbeing. John shares how building and selling a successful business, followed by a terrible accident, changed the direction of his life. They explore impatience, listening to your inner voice and why happiness comes from relationships, purpose and connection, n
128
May 29, 2026

Episode 128 – The Fisherman Parable

Episode 128 – The Fisherman Parable In this episode of the Financial Wellbeing Podcast, we visit the well-known Fisherman Parable: a story about money, happiness and what it really means to have enough. Chris, David and Producer Tommo explore why the parable is useful, but perhaps a little too simple. Money may not be the source of happiness, but it can provide security, choice and peace of mind. The real question is not just “how much is enough?” but “enough for what?” Introductions Chris Bud