Show Notes
In this episode of Insightful Edge, host Geoff Dykes explores the concept of wealth in uncertain times, emphasising that true wealth aligns with one's purpose rather than reacting to market fluctuations or political changes.
He recommends Carl Richard's book, 'The Behaviour Gap,' for its insights into common financial mistakes driven by human behaviour and the importance of planning over prediction.
Geoff introduces three client types—Claire, Raj, and Charlotte—to illustrate how different financial mindsets and how their financial buckets look and the impact on one's life and the importance of having a balanced financial plan.
The episode concludes with practical advice on managing money effectively and an invitation to join Geoff's Mind Money Cafe sessions and subscribe to his newsletters.
00:00 Introduction to Insightful Edge
00:42 Defining Wealth in Uncertain Times
01:34 The True Meaning of Financial Planning
02:57 Book Recommendation: The Behaviour Gap
03:56 Understanding the Behaviour Gap
05:29 Key Takeaways from The Behaviour Gap
10:01 The Concept of the Money Bucket
12:33 Client Stories: Real-Life Financial Planning
19:19 Final Thoughts and Resources
Useful links mentioned in this episode:
www.dyckesfinancial.co.uk
Contact the host:
Geoff Dyckes: geoff@dyckesfinancial.co.uk
Newsletter sign up: https://geoff-dyckes-financial-consultancy-ltd.kit.com/bb5a3a7550
Book an initial Free 15 mins Introduction Phone Call :- https://calendly.com/geoffdyckes
Altitude Coffee Bar
Geoff will be holding a Mind Money Cafe Sessions either at Altitude, or over zoom. Email for availability.
Geoff's Book Recommendation -
The Behavior Gap - Carl Richards
