Episodes

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, ...

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...

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...

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...

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...

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...

Episode 127: Thinking Clearly About Money with John Dashfield In this episode, the guys are joined by financial coach John Dashfield for a thoughtful conversation about money, mindset and decision-making. John explains why our state of mind has such a powerful effect on the financial choices we make. When we are stressed, fearful or mentally busy, money can feel heavier than it needs to. But when the mind settles, we often find we are better able to make clear, thoughtful decisions. The episod...

Episode 126 – Why Money Should Support Life with George Kinder This episode is a thoughtful look at financial wellbeing from a broader perspective. The guys are joined by George Kinder, one of the best-known names in financial life planning. They explore why good financial planning starts with listening, not just number-crunching, and discuss George’s well-known three questions that help people think more deeply about what matters most. Welcomes & Introductions Chris Budd – Founder of Ovation F...

Universal Basic Income: Would It Make Us Happier? In this episode, David Lloyd is joined by Chris Budd and Tom Morris to explore this hotly debated idea, UBI, but through a financial wellbeing lens rather than a political one. Along the way, there’s community joy, reused tea bags, Maslow’s pyramid, behavioural psychology and what all of this might mean for parents supporting their children, as well as those approaching retirement. Welcomes and Introductions Chris Budd – Founder of Ovation Fin...

Episode 124 – Money and Meaning with Daniel Crosby What is money really for? In this episode of the Financial Wellbeing Podcast, Chris Budd is joined once again by behavioural finance expert and author Daniel Crosby to explore the deeper relationship between money, happiness, and meaning. Daniel’s latest book, The Soul of Wealth, moves beyond traditional behavioural finance to ask how money can support a life that feels fulfilling, connected, and purposeful. Together, Chris and Daniel discuss...

What if the secret to financial wellbeing isn’t just in what you earn or spend, but in how you think? In this episode the guys are looking to see if we can do anything to improve our thinking and thereby improve our wellbeing. Along with the usual TightAssTommo money saving tips we have a thoughtful episode just for you! Welcomes and Introductions Fancy a chat with Tom Morris and the team at Ovation? Contact details here What’s on Today’s Podcast? Exploring the issue of thinking – is it somet...

Episode 122 – Money, Purpose and Community with Jonathan Ruffer In this episode of The Financial Wellbeing Podcast, the guys explore how wealth, when used with purpose, can create extraordinary change. They’re joined by philanthropist Jonathan Ruffer, who shares the remarkable story of how he has devoted his resources to revitalising the town of Bishop Auckland. Along the way, we reflect on the dangers of money without meaning, the importance of community, and how finding purpose can enrich eve...

Episode 121 – Financial Infidelity In this episode of The Financial Wellbeing Podcast, we’re lifting the lid on a tricky topic: financial infidelity. What does it really mean? How can it show up in everyday life?

Episode 120 – Money Stories with Dr Megan McCoy In this episode, we chat with Dr. Megan McCoy a financial therapist about money stories—the beliefs we form about money based on childhood, family, and past experiences.

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 try...

Episode 118 – Kindness with Dennis Harhalakis Money isn’t just about numbers – it’s about emotions, habits, and the way we treat ourselves and others. In this episode the guys welcome Dennis Harhalakis, an experienced money coach,

In this episode we’re diving into a fascinating psychological concept that influences the way we make decisions — The End of History Illusion. The guys explore how our personality, values, and needs continue to change throughout our lives—and why we of...

Episode 116 – Behavioural Finance with Greg Davies In today’s show, we have another fascinating conversation with Greg Davies, as he comes back to chat with us for a third time! Greg dives into the concept of behavioural vulnerabilities and the importa...

In this episode the guys take a playful dive into what moderate success could look like for you. Chris shares ten practical tips for balancing ambition and wellbeing. With a dash of humour, but lots of actionable insights, this episode will help you define your personal version of success and build a life of financial and personal wellbeing. Ready to redefine success? Tune in now! Welcomes & Introductions David – he asks the questions listeners are undoubtably shouting! Chris Budd – a vinyl r...

Episode 114 – Preparing your Finances for Parenthood with Katie Dow In this special episode, Producer Tommo makes his interviewer debut as he sits down with Katie Dow, a holistic wealth manager from Aspen Capital Management. Katie shares her insights on preparing finances for parenthood, exploring the most common financial stresses young families face and how to address them with proactive planning. Tune in for thoughtful guidance on easing financial worries before the little one arrives – and ...

Episode 113 – Maslow, Money and Happiness We’re diving into Maslow’s famous hierarchy of needs – you know, the pyramid that breaks down what humans need to be happy, starting from food and shelter all the way up to self-actualization. But here’s the twist: we’re throwing money into the mix! Does having more cash help us climb the pyramid, or can it sometimes hold us back? We’ll explore each level and look at real-world examples of how finances play a role in finding happiness. Get ready for an ...

Episode 112 – 100 Year Life with Dr Tom Mathar Join us for another insightful episode of The Financial Wellbeing Podcast. We dive deep into the challenges of financial planning in a world where we’re living longer than ever. Dr Tom Mathar from Aegon’s behavioral research department chats with the guys – exploring strategies for balancing today’s financial needs with the demands of a longer future whilst achieving financial wellbeing throughout. As ever TightAssTommo shares some tongue in cheek ...

Diving into the intriguing secrets of life longevity in global Blue Zones - regions identified by National Geographic journalist Dan Buettner where people have extended lifespans. We'll discuss the lifestyles and habits that contribute to their extend...

Episode 110 – The Financial Wellbeing Pulse with Chris Budd Taking a slightly difference approach in this episode, we sit down with Chris Budd to delve into the exciting launch of The Financial Wellbeing Pulse, a groundbreaking tool designed to help individuals measure their relationship with money. Chris shares insights into how the tool was developed, its key features, and the impact it can have on improving financial wellbeing. Whether you’re looking to gain better control over your finances ...