Learning from clients, wellbeing stacking, and one-way financial wellbeing and social wellbeing go hand in hand

I’ve been thinking about the concept of wellbeing stacking quite a lot recently. The concept of filling several different ‘wellbeing buckets’ using the same activity. Often the connections are super simple. If we go out and play Padel Tennis with friends, we’re clearly improving our physical wellbeing and social wellbeing at the same time. If […]

Ruth Hughes – The Power of Positive Psychology in Change

The video features a conversation between the host Chris and Ruth Hughes, the founder and director of Curious Human Ltd., focusing on navigating cultural transitions, the impact of change on identity, and strategies for personal growth. Ruth shares insights from her background in education and positive psychology, emphasizing the significance of understanding how our sense […]

David Forsdyke – A Guide to Equity Release and Financial Well-Being

The video is an interview from the “What Happens Next” YouTube channel, hosted by Chris Daems, focusing on financial planning for life’s next stages, particularly around retirement. Chris discusses the importance of planning for future transitions and introduces a guest, David Forsdyke, an expert in later life finance. David shares his experience and insights into […]

Should you change your financial planner? The 4 ‘red flags’ and 4 ‘green flags’ which should help you decide if you’re working with the right person for you…

I’m lucky enough to have a number of new clients who, having been disappointed by their financial planners in the past, have decided to work with us.  On a number of occasions I’ve been massively disappointed with the service these clients have received previously. To be clear, there are plenty of amazing financial planners and advisers out […]

Pete Matthew – The Art of Financial Balance

In this episode, Pete Matthew, a financial planner and Director of ‪MeaningfulMoney shares insights on financial wellbeing and independence. He discusses the importance of planning for the future while also living for today, highlighting the need to balance short-term enjoyment with long-term financial security and touches on his passion project, MeaningfulMoney, which aims to make […]

The story of a lovely Liverpudlian and a brilliant Scotsman, and what it teaches us about social wellbeing when we’re thinking about ‘what happens next’

For the last few years I’ve been talking to people about kindness. I started doing this at a time in my life where I wanted to become a little more kind, and this evolved into me hosting a podcast with my daughter and interviewing hundreds of people about their unique perspectives on kindness for over […]

Tom Spyt – The Power of Paying Attention to your internal Wellbeing

The video features an engaging interview with Tom Spyt, a retired cardiac surgeon who underwent a significant transformation after leaving his long career in medicine. Tom discusses his journey from experiencing a profound sense of loss and identity crisis after retirement to discovering a new purpose through learning and practicing neuro-linguistic programming (NLP), life coaching, […]