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The Financial Wellbeing Podcast

The Financial Wellbeing Podcast
Financial Well-Being
Financial Wellbeing
Investment Management
End Of History Illusion
Money Management
Relationships
Financial Planning
Behavioral Finance
Moderate Success
Financial Personality
Community Engagement
Happiness
Investment Decisions
Personality Change
Kindness
Ovation Finance
Bishop Auckland
Social Media
Emotional Comfort
Financial Therapy

Creating Financial Peace of Mind

PublishesInfrequentlyEpisodes124Founded10 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Financial Wellbeing Podcast

Latest Episodes

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 Ti... more

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 Ruff... more

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? And most importantly – how can you ... more

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.

A warm and insightful conversa... more

Key Facts

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Recent Guests

Jonathan Ruffer
Successful investment manager known for his social projects in Bishop Auckland stemming from a transformative retreat experience.
Ruffer Investment Management
Episode: Episode 122 – Money, Purpose and Community with Jonathan Ruffer
Tamsin Kane
Financial planner specializing in divorce
Smart Financial
Episode: Episode 121 – Financial Infidelity
Dr. Megan McCoy
Assistant Professor at Kansas State University and a financial therapist
Kansas State University
Episode: Episode 120 – Money Stories with Dr Megan McCoy
Dennis Harhalakis
Certified money coach and founder of Cambridge Money Coaching
Cambridge Money Coaching
Episode: Episode 118 – Kindness with Dennis Harhalakis
Greg Davies
Head of Behavioural Innovation at Oxford Risk
Oxford Risk
Episode: Episode 116 – Behavioural Finance with Greg Davies

Hosts

David Lloyd
Host of The Financial Wellbeing Podcast and an expert in financial well-being, emphasizing the psychological aspects of money management.
Chris Budd
Co-host and founder of Ovation Finance, specializing in financial planning and community engagement.
Tom Morris
Co-host and Managing Director of Ovation Finance, focusing on behavioral finance and emotional well-being.

Reviews

4.1 out of 5 stars from 62 ratings
  • Episode 98

    As someone who encounters resistance to the (negative) cash flow forecast, this episode is a real wake up call to why.

    It’s really going to impact my future “accumulator” meetings.

    Apple Podcasts
    5
    Cheis Adams APFS
    United Kingdom3 years ago
  • Insightful

    Really enjoy this podcast - helps to keep a good balance between finances and enjoying life. Focuses more on psychology than investing directly but helps to keep money in its place. Enjoy the chat between the hosts too. Keep up the good work!

    Apple Podcasts
    5
    Stephen846
    United Kingdom3 years ago
  • Institute of financial wellbeing

    Relatively engaging but when I want real personal help as an end user their institute of financial well-being does not provide a list of IFAs who are members. So almost pointless

    Apple Podcasts
    1
    244593780
    United Kingdom3 years ago
  • Cruel and juvenile

    Episode 90 contains a pretty cruel and unnecessary remark about ex-PM Margaret Thatcher. Although acknowledged as a divisive leader, I found these remarks quite offensive. You are talking about a person who is no longer alive to defend themselves, and somebody who still has children living today. Cruel and juvenile.

    Apple Podcasts
    1
    Hannah's uncle
    United Kingdom3 years ago
  • Fun and informative show

    The part of the podcast show that I enjoy the most is how energetic and cheerful you both are. You're definitely turning every show into a more enjoyable, energetic, and amusing experience.

    Apple Podcasts
    5
    Zia N.
    Philippines4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

However, some critics find that there is too much casual conversation and not enough actionable financial advice.
Listeners appreciate the balance between finance and emotional well-being, with many praising the hosts' chemistry and engaging discussions.
The content is often seen as insightful and helpful for personal finance management, blending light-heartedness with serious topics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Episode 122 – Money, Purpose and Community with Jonathan Ruffer
Q: Could you describe that hijacking moment when you realized what you wanted to do with your money?
Jonathan talks about a transformative experience at a silent retreat where he felt compelled to help the voiceless.
Episode 118 – Kindness with Dennis Harhalakis
Q: Why do wealthy individuals tend to give so little to charity?
Many attach self-worth to their wealth and do not see giving as beneficial to their self-image.
Episode 118 – Kindness with Dennis Harhalakis
Q: Why is kindness good for us?
Being kind to others benefits you, as it promotes trust, safety, and well-being.
Episode 118 – Kindness with Dennis Harhalakis
Q: What are the common things that you see when couples come in to see you to talk about their relationship with money?
Couples often have different subconscious relationships with money, which leads to disagreements.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Financial Wellbeing Podcast

What is The Financial Wellbeing Podcast about and what kind of topics does it cover?

Focusing on the intersection of personal finance and emotional well-being, the discussion emphasizes the importance of understanding psychological factors that influence financial decisions. Key topics include financial therapy, the emotional aspects of money management, and how to achieve an integrated approach to financial well-being while balancing life goals. Unique in its approach, the content often blends expert insights with practical advice aimed at enhancing both financial literacy and emotional health, making it valuable for listeners seeking a holistic perspective on finance.

Where can I find podcast stats for The Financial Wellbeing Podcast?

Rephonic provides a wide range of podcast stats for The Financial Wellbeing Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Financial Wellbeing Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Financial Wellbeing Podcast get?

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What are the audience demographics for The Financial Wellbeing Podcast?

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How many subscribers and views does The Financial Wellbeing Podcast have?

To see how many followers or subscribers The Financial Wellbeing Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Financial Wellbeing Podcast?

These podcasts share a similar audience with The Financial Wellbeing Podcast:

1. The Meaningful Money Personal Finance Podcast
2. The Money To The Masses Podcast
3. This is Money Podcast
4. Making Money
5. Money Box

How many episodes of The Financial Wellbeing Podcast are there?

The Financial Wellbeing Podcast launched 10 years ago and published 124 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Financial Wellbeing Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Financial Wellbeing Podcast?

Rephonic pulls ratings and reviews for The Financial Wellbeing Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for The Financial Wellbeing Podcast?

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What guests have appeared on The Financial Wellbeing Podcast?

Recent guests on The Financial Wellbeing Podcast include:

1. Jonathan Ruffer
2. Tamsin Kane
3. Dr. Megan McCoy
4. Dennis Harhalakis
5. Greg Davies

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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