Shows
The Money and Meaning ShowFunded Contentment and the Science of Better Financial Decisions with Neil BageIn this episode of Money & Meaning, host Jeff Bernier welcomes Neil Bage, co-founder of Shaping Wealth, for a wide-ranging conversation on the human side of financial decision-making. They explore how neuroscience, behavioral science, and the pursuit of “funded contentment” intersect in personal finance. Neil shares his journey, the mission of Shaping Wealth, and frameworks like Ikigai to help individuals live more meaningful financial lives. A must-listen for advisors and investors alike addressing life’s transitions.
Topics covered:
Neil Bage's career path from sports science to behavioral finance
The founding and mission of Shaping Wealth
The con...2025-07-2252 min
The Pension Confident PodcastE37: The easiest way to retire with more money with Neil Bage, Bola Sol, and Laura Dunn-SimsEnjoying the podcast? Tell us what you think below and give us a review or rating. As always we’d love to hear your suggestions and feedback. Send us an email: podcast@pensionbee.com. Recent research from PensionBee reveals that financial disengagement might cost savers up to £500,000 over their lifetime - that’s a substantial amount! When was the last time you reviewed your savings? Are you aware of how much you’ve saved for retirement? Making small, informed decisions today can greatly impact your financial future. The great news is that staying engaged with your fina...2025-03-3028 min
Planning & Beyond®13. How to Handle Burnout as an Advisor with Neil BageText us to share what you found helpful!In this episode, Neil Bage, co-founder of Shaping Wealth, shares his journey from aspiring PE teacher to leader in behavioral finance, blending neuroscience with financial services to transform client relationships. We discuss the overlooked well-being of financial advisors and the importance of self-care in preventing burnout. Neil shares how empathy and curiosity can deepen client connections, and we explore the value of therapy and prioritizing contentment. This episode is full of insights on resilience, growth, and well-being for a balanced life in finance and beyond.Tune in...2024-12-0546 min
The Financial Wellbeing PodcastEpisode 112 – 100 Year Life with Dr Tom Mathar
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 money saving tips, this time involving Norway and pizza!
Welcomes & Introductions
Want to read Chris Budd’s Fin...2024-08-2937 min
Modern Financial WellnessEP: 012 Finding Your Purpose In Life, The Japanese Secret of Ikigai w/ Neil BageOn this episode I talk with Neil Bage about Ikigai, the Japanese concept that combines the words "Iki" or "Life" and "Gai" or "Worth". Combined the word Ikigai means, "That which gives your life worth, meaning, or purpose".Finding purpose and living a life filled with meaning are important things to pursue, but these concepts can sometimes feel difficult to approach. Exploring Ikigai can be a helpful way to get started thinking about the things that are most important to you and how you want to be spending your time making a living. 2024-02-1238 min
The Most Hated F-WordUnderstanding The Human Experience of Money with Neil BageWith Neil Bage | Co-Founder of Shaping Wealth | Keynote Speaker | Applied Behavioural Science
BIO:
Neil Bage is a seasoned expert in merging complex behavioural science with practical, tech-driven applications. With extensive experience as a Chief Behavioral Officer for a UK-based financial planning firm and as the founder of an award-winning behavioural technology business, Neil has shared his insights with thousands of professionals globally. His expertise spans human evolution, biology, and behavioural psychology.
Why You Should Listen:
In this episode, we closely examine the often-neglected human experience of money. While financial talks usually focus on numbers and math, Neil helps us uncover...2023-10-1258 minThe Financial Wellbeing PodcastEpisode 100 – Celebrating 100 Episodes!
It’s a milestone episode Join the guys as they commemorate a remarkable journey in financial wellbeing. They share some favourite moments, highlight memorable guests and share some unbeatable #tightasstommotips and top financial wellbeing tips from you, our incredible listeners . . .
Welcomes & Introductions
how it all startedlink to the Financial Wellbeing Bookfancy seeing the guys in action? Link to YouTube for videosWant to work with Producer Tommo and a like minded team? Come and have a chat with Ovation
Todays Topic
No Shizzle Sherlock
Happiness is a side effect of doing things tha...2023-07-2753 min
Standard Deviations with Dr. Daniel CrosbyNeil Bage - The Vital Role of Self-Care in a Financial Advisor's Professional GrowthTune in to hear: - Some people think that “we can only take our clients as far as we have gone ourselves and that we must do our own work.” Does Neil believe this and, if so, what does “doing the work” look like in the context of a financial professional?- What is Carl Jung’s idea of “a wounded healer?” Also, in terms of our own story, how can we walk the line between being vulnerable and approachable without making our time with the client all about us?- What are the most common...2023-07-2748 min
The Humans vs Retirement PodcastHappiness, Fulfilment & Contentment in Retirement with Neil BageIn this episode of the Humans vs Retirement podcast, Dan is joined by Neil Bage, co-founder of Shaping Wealth, to discuss the subconscious behaviours that drive decision making in retirement. As a renowned expert in bridging scientific theory with real world understanding, Neil offers valuable insights into understanding and overcoming behavioural and emotional challenges of retirement. Together, Dan and Neil examine the intersection of the behavioural, emotional, and financial challenges that retirees often face and offer practical advice for achieving a happy, healthy, and wealthy retirement. What You’ll Learn The li...2023-04-1745 minThe Financial Wellbeing PodcastEpisode 95 – Mastering Your Money with Paul Lewis
Episode 95 -Mastering Your Money with Paul Lewis
We talk with special guest, financial journalist and presenter of BBC Radio 4’s Money Box, Paul Lewis. In this episode, we delve into Paul’s new book “Money Box” and he provides some top personal finance tips. So sit back, relax, and enjoy this fascinating conversation with one of the most respected financial experts in the country.
Welcomes & Introductions
Featuring; garden birds / a shameless plug to Ovation Finance / an update on Chris Budd’s new book
What is todays podcast all about?
Talking to...2023-02-2450 min
The Financially Mindful PodcastWhy Making Financial Decisions Can Be HardIn this episode Dan and Jim talk to Financial Behavior Expert Neil Bage about how the human brain evolved to make decisions, the challenges we face as consumers in a modern world and how to eliminate some of the stress and anxiety around making financial decisions.
About our Guest:
Neil is an expert at bridging complex behavioral science with practical, tech-enabled application. He has served as a Chief Behavioral Officer for a UK-based financial planning firm and was the founder of an award-winning behavioral technology business. He has presented to thousands of business professionals aro...2022-12-1657 min
Money Espresso - no-froth conversations exploring money and lifeReflections on Season 2; Lessons on livingIn this, my final episode as host of Money Espresso, I reflect on some recurring themes from a selection of the wonderful guests who joined me on Season Two.
These themes focus on enjoying the now, contentment, legacy, giving, joy and recognising your own value. We hear from Cathi Harrison, Holly Ryan, Clare Fielding, Neil Bage, Tom Ilube, Chris Budd, Nick Elston with some powerful closing words from Sue Baker.
I close with my personal thanks to our sponsors Paradigm Norton, our guests, you, the listener, and give you a little intro to our next hosts who will be carrying...2022-09-3025 minThe Financial Wellbeing PodcastEpisode 90 – Why Are We So Rubbish With Money?
Episode 90 – Why Are We So Rubbish With Money?
The guys explore why our brains are just not wired to deal with our finances. So . . . what can we do about this? Have no fear, they also have some helpful tips alongside numerous #tightasstommo money saving tips! How many do you already use?
Welcomes & Introductions
Featuring tech issues, Ovation Finance and the real talent behind this podcast: Tammy Devonald
No Shizzle Sherlock
What is comfortable is rarely profitableRobert Arnott
Everybody has different risk levels – for more information, check out...2022-09-2837 min
MONEY WITHOUT MATHUsing Behavioral Science to Make Better Financial Decisions with Neil BageMoney decisions are inherently messy, because we are humans, not robots. As humans, we have brains that haven’t changed in thousands of years, and yet must reconcile the here-and-now with an uncertain future. Guest Neil Bage, co-founder of Shaping Wealth, is an applied behavioral science specialist working to bridge theory and the real world to help us make better money moves. We discuss the problem with goals, how terrible we are at predicting the future, and how we can use these insights when planning for our futures and major transitions like retirement. 2022-07-1255 minMoney Espresso - no-froth conversations exploring money and lifeNeil Bage – Better conversations about the things that matter & getting comfortable with the C WordIn this episode I chat to Neil Bage who shares his journey from life guard and compère at Butlins in Bognor Regis to co-founding Shaping Wealth, a learning technology platform transforming the human experience of money. He has served as a Chief Behavioral Officer in the UK and was the founder of a multi-award-winning behavioural technology business.
Neil speaks with passion about his fascination around human behaviour and the tech based tool he developed to help financial planners really understand their clients. He explains how the financial services industry should be inverted to really focus on the clients and t...2022-05-1955 minThe Financial Wellbeing PodcastEpisode 84 – THE Secret to Happiness
Episode 84 – THE Secret to Happiness
After 84 episodes, we should all know a thing or two about wellbeing and our finances – now it all comes together as the guys share THE, not actually that secret, way we can align our financial plan with lasting happiness! With the usual No Shizzle Sherlock and #tightasstommo features, along with the three steps you can follow for a happy-centric financial plan – don’t delay, dive right into this episode now:
Welcomes & Introductions
Featuring a root canal and the S1, Ep5 ‘Interesting’ episode of The Young Ones!
(If you would...2022-03-2533 minThe Financial Wellbeing PodcastEpisode 83 – Social Comparison with Neil Bage
Episode 83 – Social Comparison with Neil Bage
He’s back, for a third time! Neil Bage has a brilliant discussion around what social comparison means and the effects it can have on our financial wellbeing, both positive and negative. With great tips on how to curate your social media experiences, the most dodgy money saving tip to date in #tightasstommo and the usual banter form the guys – this is an episode not to miss.
Welcomes and Introductions
Featuring David’s long and distinguished acting career, men about town and this podcast’s sponsor Ovation Finance2022-02-2448 minThe Financial Wellbeing PodcastEpisode 77 – Self-Determination Theory
Episode 77 – Self-Determination Theory
The guys have a great chat about Self-Determination Theory in this episode – don’t worry, whilst the inspiration for this episode is academic, they take the general principles and how you can apply them to financial decisions. With great examples to illustrate the tricky bits and brilliant take-aways you can apply to improve your wellbeing, this is an episode you don’t want to miss.
Welcomes and Introductions
From teething babies and groggy presenters to moving house
Link to Chris Budd’s book The Vanishing PointLink to David Lloyds audiobook...2021-08-2235 minThe Financial Wellbeing PodcastEpisode 76 – Financial Coaching with Catherine Morgan
Episode 76 – Financial Coaching with Catherine Morgan
What is financial coaching? How is it different to a financial advice? The guys chat with Catherine Morgan, a financial coach, to discuss the difference. Along with exploring how we can improve our relationship with our finances by addressing 6 anxieties. With a great Bage’s Bias that prompted a cinema food fight – we have an episode you just can’t miss!
Welcomes & Introductions
We really love to hear from our listeners.
If you would like to get in contact, to share your thoughts, maybe even a #tight...2021-07-2544 minThe Financial Wellbeing PodcastEpisode 75 – The Financial Wellbeing Audit
Episode 75 – The Financial Wellbeing Audit
Join the guys as they explore the the five pillars of financial wellbeing so you can ask the important questions and review your finances via a financial wellbeing audit. Along with Bage’s Behavioural Biases and some classic #tightasstommo tips. Have a listen to find out if you are on the right path.
Welcomes and Introductions
Link to Chris Budd’s book The Vanishing PointLink to David Lloyd’s audio book An Unwelcome ConnectionLink to the Initiative for Financial Wellbeing
What is todays podcast all about – Bringing together what the g...2021-06-2037 minThe Financial Wellbeing PodcastEpisode 74 – Interview with Ash Phillips
Episode 74 – Interview with Ash Phillips
Whilst it is easier than ever to become and entrepreneur, there are still barriers to creating a successful business. The guys chat with special guest Ash Phillips, founder of Dffrnt, and explore how to find the right investors for your vision. With the brilliant Bage’s Biases and #TightAssTommo tips, after five years the Financial Wellbeing Podcast still going strong
Welcomes & Introductions
Happy 5th Birthday to The Financial Wellbeing Podcast
We want to thank each of you, our listeners, for giving our podcast a chance and help...2021-05-2839 min
Citywire: The WealthTech ShowThe gamification of behavioural financeBehavioural finance has taken the financial planning world by storm. As advisers strive to better understand their clients, behavioural finance is helping uncover their true attitudes towards money, risk and financial goals. In this episode Ian chats with Neil Bage, director of behavioural insight at Be-IQ, to look at how technology, data, open banking and APIs can facilitate better conversations around client finances. Just as crucially, Neil indulges Ian’s decision to factor in the varying prices of a pint in London and Yorkshire. 2021-04-3029 min
The WalletWhat long term impact will the pandemic have on our finances, with Emma MaslinEmma Maslin is a money coach and mentor who helps people understand their emotional connection with money to help build positive habits and a healthy money mindset. Emma is a passionate believer that financial health and well-being is not a luxury just for the wealthy: it is a basic need for all. Emma’s speciality is to equip people with both the right money mindset and the practical guidance and tools to achieve financial freedom. In today’s episode of The Wallet:1) Emma shares how emotional spending might work as we ret...2021-04-2237 minThe Financial Wellbeing PodcastEpisode 73 – Don’t Be A Creep
Episode 73 – Don’t Be A Creep
As we earn more income, we spend more money. Is that inevitable? Maybe not . . the guys take a practical look at how we can all avoid lifestyle creep. Along with Bage’s Biases and #tightasstommo money saving tips, come and have a listen to find out how you can find financial wellbeing.
Welcomes and Introductions
Not celebrating a birthday, the experience of quarantine with a four month old baby and . . .David’s book, click on the image below for more information;
What is todays podcast all about – Looking at...2021-04-1829 min
Standard Deviations with Dr. Daniel CrosbyDaniel Crosby & Neil Bage - The Laws of WealthThis week, Dr. Crosby is joined by fellow behavioral finance geek Neil Bage. Neil is passionate about helping people make safe and informed choices and is a specialist on behavioral drivers of financial decisions. In this episode, we turn the tables and Neil interviews Daniel in celebration of the 2nd Edition release of Dr. Crosby's book 'The Laws of Wealth.'
Tune in to hear:
How does one go about controlling the controllable in their personal and financial life and what does one do if something that they have no control over matters a great...2021-04-0150 minThe Financial Wellbeing PodcastEpisode 72 – Financial Psychology with Anne Abbenes
Episode 72 – Financial Psychology with Anne Abbenes
Why does talking about money cause such anxiety? Special guest Anne Abbenes takes a look at the psychology behind what is happening in our brains when we are dealing with our finances. With a great Bage’s Behavioural Bias and some questionable #tightasstommo money saving tips, we have plenty of takeaways to help you make better financial decisions in this episode. . .
Welcomes & Introductions
Click here for more information on Chris Budd’s booksLink to the Initiative of Financial Wellbeing website Click here for more information about Producer Tommo Link t...2021-03-2630 minThe Financial Wellbeing PodcastEpisode 71 – The Balance Between Pleasure & Purpose
What gets you out of bed in the mornings? Join the guys as they discuss how we can structure our finances to create and keep the balance between pleasure and purpose for long term wellbeing and fulfilment. With another Bage’s Behavioural Bias and #tightasstommo’s money saving tips we have a pleasurable podcast for you . . .
Welcomes & Introductions
Click here for more information about the Initiative of Financial WellbeingClick here for more information about Ovation FinanceDavid’s new book, click on the image below for more information;
(Editor Tammy – as requested by David, details on how to buy a...2021-02-2136 minThe Financial Wellbeing PodcastEpisode 70 – Finding Purpose in Later Life with Tony Watts OBE
Episode 70 – Finding Purpose in Later Life with Tony Watts OBE
A special guest interview with Tony Watts OBE, director at EngAgeNet and author of The Midlife Review Book. Tony is an advocate for the elderly from producing many publications to directly informing the government on their issues. In this episode the guys chat about what retirement can mean, finding purpose in later life and how employers can work with employees for a smooth transition. As ever we have a brilliant Bages Behavioural Bias and a terrific #tightasstommo money saving tip for you in this practically perfect podcast!...2021-01-2449 minThe Financial Wellbeing PodcastEpisode 69 – Finding Financial Planners with Kate Holmes
Episode 69 – Finding Financial Planners with Kate Holmes
How do you go about finding a financial advisor to help you with financial wellbeing? We have a great chat with Kate Holmes for you in this episode. Kate is a big advocate of financial planning and helps advisors in America to deliver financial planning rather than just financial advice. Lots of really good tips to help people find the right adviser for them, especially those who help people spend their money on increasing their wellbeing. Along with Bage’s Biases and #tightasstommo’s money saving ideas . . .
Welcomes & Introd...2020-12-3047 minThe Financial Wellbeing PodcastEpisode 68 – The Schwartz Circumplex
What are personal values and how do they effect our behaviour? When do these values conflict with each other? What does any of this have to do with financial wellbeing?! Come and have a listen to the guys as they take a deep dive into, previous podcast guest, Tim Kasser’s principle ” the idea that a person who holds financial success as one of their primary values will be less happy than they might otherwise be.” With Bage’s Biases and the money saving staple #tightasstommo, the guys have an interesting episode for you . . .
Welcomes & Introductions
What i...2020-11-2928 minThe Financial Wellbeing PodcastEpisode 67 – Exploring Paths to Happiness with Dr Elia Gourgouris
Episode 67 – Exploring Paths to Happiness with Dr Elia Gourgouris
What is your personal brand? If you are the “something” person, what is that “something?” How has this brand shaped your life and wellbeing? Chris, David and Producer Tommo have a chat with the happiness doctor Elia Gourgouris about the positives and negatives of personal brands and their connections to money. With Bage’s Biases, Tight Ass Tommo’s money saving tips and the thought of Chris practicing Yoga, the guys have a fascinating episode for you . . .
Welcomes and Introductions
Link to episode 66 – The Biology of Happi...2020-10-2947 min
EmbarkPodEpisode 2: Behavioural Insights and Investment PersonalityThe EmbarkPod returns with Bloomberg Radio’s Roger Hearing as he speaks with financial behaviour expert Greg Davies from Oxford Risk and Be-IQ's Neil Bage on the insights and behaviours that make us tick. Are these tools useful… are they ethical? Many people struggle to make financial decisions, so could the future of advice hinge on it? Listen today and delve into the debate on our investment/financial personalities:💭 How much does psychology play in an advisers world?🤔 Does it help people understand the reason behind their decisions?📉 Are behavioural issues behind market...2020-10-2134 minThe Financial Wellbeing PodcastEpisode 66 – The Biology of Happiness
Episode 66 – The Biology of Happiness
Can we increase our wellbeing through a biology lesson? In this episode Chris, David and Producer Tommo explore the science behind the chemicals in our brains responsible for happiness. With plenty of takeaways on sensible ways to increase our wellbeing, a Bage’s Bias and a special little guest in the #tightasstommo segment, it is easier than ever to find a little happiness with The Financial Wellbeing Podcast!
Welcomes and Introductions
David shares some great news about his novel, Producer Tommo adds to his introduction list and Chris thin...2020-09-2732 min
The Human Side of Money6: Neil Bage | Bringing Behavior to Life in Financial PlanningNeil Bage is highly renowned in the fields of financial services and behavioral science for his ability to bridge scientific theory with real-world understanding, particularly when it comes to human behavior in light of financial health and well-being.
He’s the co-founder of Be-IQ, a multi-award-winning behavioral insights company that focuses on providing research and tools on behavioral finance for financial advisors and planners around the world.
As he puts it, his mission is to bring “behavior to life” for financial advisors.
We discuss:
The “achilles heel” of our industry (Hint: it’s not a lack...2020-09-221h 10The Financial Wellbeing PodcastEpisode 65 – Amy Florian on Grief, Loss & Transitions
Episode 65 – Amy Florian on Grief, Loss & Transitions
We all struggle with grief, loss and moments of transition in our lives. Grief can come from many areas, whether that be from the death of a loved one or a change in life that leads to something being left behind. Chris talks to a grief specialist Amy Florian about how we can deal with grief and be supportive to someone else dealing with loss. With another Bage’s Biases, #tightasstommo money saving tips and an update from the fast approaching IFW Conference, the guys have a longer than usual, but...2020-08-2356 minThe Financial Wellbeing PodcastEpisode 64 – The Financial Wellbeing Junkie
Episode 64 – The Financial Wellbeing Junkie
The guys are back and may have found the secret meaning of life in this episode! They take a look at two key theories of wellbeing – Set Point Happiness and the Hedonic Treadmill – what really makes us happy and can we increase our wellbeing? There is the classic #TightAssTommo and the NEW Bages’ Biases, for a great episode well worth your time.
(scroll to the very bottom of this post to listen to the episode)
Welcomes & Introductions
Click on this link for more information on the IFW
...2020-07-1927 min
The Accord Mortgages Growth Series PodcastAdapting to our changing world (7)In episode 42 of the Growth Series podcast, Katie Pepper, External Communications Manager at Accord, is joined by Neil Bage, Director of Behavioural Insight at Be-IQ. Neil’s career has led him on a fascinating journey. Originally starting as a P.E. teacher, today Neil is a specialist in human behaviour, focusing on how people make consumer decisions and measure risk. Five years ago, he founded Be-IQ and quickly built a strong reputation in the financial services industry. Together, Neil and Katie discuss the effects of the coronavirus pandemic on human behaviour and delve into how consumers can form biased op...2020-06-2545 min
Standard Deviations with Dr. Daniel CrosbyNeil Bage and Brian Portnoy - Finance in the Time of Coronavirus: Essential Advice for Protecting Your WealthTune in to hear:
Ways investors can confront their fear of loss aversion when this fear holds them back
How financial professionals can have meaningful conversations with their clients about times of great market uncertainty and volatility, like what we are seeing as a result of coronavirus
Is there a such thing as too much communication with clients during times of uncertainty and unrest?
Coronavirus has allowed many people extra time to take stock of their lives and priorities - will this “great pause” shift the way our culture views money?
...2020-06-2241 min
The Retirement Café PodcastUnderstanding our behavioural biases, with Neil BageWe all have behavioural biases that drive our values and guiding principles. These ultimately impact how we show up in the world and the decisions that we make. Neil Bage is a specialist on the sub-conscious behaviours that drive our decisions and how to bridge complex theory with real world understanding. He helps people understand what’s going on inside their heads when they make decisions and is passionate about helping people make safe and informed financial decisions in particular. Neil joined me at a recent Virtual Retirement Café coffee morning and I would l...2020-05-1259 minThe Financial Wellbeing PodcastEpisode 62 – Time to Reflect
Episode 62 – Time to Reflect
In this episode Chris, David and Producer Tommo share some ideas to think about during lockdown, given what we know about money and happiness. The guys share how they have been spending their time and not their money. They take a look at what we can do right now and what positives we might want to continue after the lockdown. The #tightasstommo is a classic but sensible one – but we will let Producer Tommo off, he is in lockdown with a toddler!!!
Welcomes and Introductions
To buy the Financial Well...2020-05-0829 min
The First Wealth PodcastBeating Our Behavioural Biases with Co-Founder of Be-IQ, Neil Bage #S1E2When pressured to make the right decision, it’s easy to overlook the power of unconscious biases and human evolution, which are exacerbated in times of crisis.Behavioural expert Neil Bage is a specialist in the behaviours driving our decisions - and how to counter them. In episode 2 of The First Wealth Podcast we hear from Neil on how ‘lazy’ decisions might actually be shrewd ones, what to look out for in the way we process information, and the often-underestimated power of ‘sleeping on it’.This episode covers:The human evolution behind our unconsc...2020-04-101h 00The Financial Wellbeing PodcastEpisode 60 – Interview with The Financial Healer, Mark Bristow
Episode 60 – Interview with The Financial Healer, Mark Bristow
How damaging can our relationship with money be? Chris, David and Producer Tommo have a chat with Mark Bristow, The Financial Healer, about how we can uncover and challenge our self-limiting beliefs. From great #tightasstommotips to David’s excessive use of Bristol Rovers player names this is a podcast to keep you entertained!
Welcomes and introductions
I’m not that modest (the quiet one who does all the work – Tammy Devonald)
Initiative for Financial Wellbeing update – Click here for more information about IFW
What...2020-03-2333 min
The Sandro Forte PodcastNeil Bage: Having a deep passion for helping people make better decisionsNeil Bage is the founder and Director of Behavioural Insight at ‘Be-IQ’ and a Keynote Speaker. After years of working for financial service companies, he decided to go at it alone as he recognised the customer was all too often losing out as a result of a poor relationship between the company and the customer. He is now a specialist in subconscious behaviour. He cleverly combines science and psychology to help people make better decisions to improve their financial health and well-being. When I mention the names HSBC, Barclays and Lloyds, all of which have been attracted by what Neil has...2020-03-2337 min
The Meaningful Money Personal Finance PodcastNavigating Uncharted WatersNeil Bage of Be-IQ and I riff about our response to what's going on with the Coronavirus and markets and everything else. We cover why it's important to understand that we're human, how to manage our emotional response and the necessity of being able to talk things through with trusted friends.2020-03-2032 minThe Financial Wellbeing PodcastEpisode 57 – A Christmas Special
Episode 57 – A Christmas Special
It’s that time of year again – The guys have a festive episode of the podcast for you, featuring real dice and sketchy crackers! Join Chris, David and Producer Tommo as they pull a few crackers and play a few games with a financial twist.
Ho Ho Ho – Welcomes and introductions
Why the new location? – Cheers Parmenion
News on the next Financial Wellbeing Conference
www.ifw.org.uk
What is this podcast all about –
A typical Christmas day, pulling a few cracke...2019-12-2920 min
The Meaningful Money Personal Finance PodcastExercising Control - Internal FactorsThe conversations we have with ourselves around money are vital to our successful wealth-building. Today I’m bringing back repeat guest Neil Bage to go into this vital area of our financial journey.2019-11-2034 min
The Meaningful Money Personal Finance PodcastExercising Financial Control - Part OneHow we behave around our money has far greater impact on our wealth-building than our investment decisions, or level of diversification and whether or not we use leverage. Today I welcome back my good friend Neil Bage, founder of Be-IQ (a behavioural insights company), to talk us through how we cope with the various influences over our behaviour.2019-11-1340 minThe Financial Wellbeing PodcastEpisode 54 – Mental Wellbeing & MoneyEpisode 54 – Mental Wellbeing & Money
The guys take a canter around the subject of mental health in this episode of the Financial Wellbeing Podcast. Although Chris, David and Producer Tommo are not experts in mental health, they are in money. They stick to how financial issues effect mental wellbeing along with signposting for more information and further help. As ever there is the Ovation Client Question and #tightasstommo tips. This may be a tricky topic, but we urge you to stick with it and have a listen.
Welcomes & Introductions
What is this podc...2019-09-2232 minThe Financial Wellbeing PodcastEpisode 53 – The Financial Wellbeing Conference 2019Episode 53 – The Financial Wellbeing Conference 2019
We have a bumper hour long episode for you from the Financial Wellbeing Conference. Chris, David and Producer Tommo, along with special guests, delivered a great message to fellow financial planners under the iconic wings of Concorde. The event was a fantastic way to share with others in the financial planning industry the message of putting happiness and wellbeing at the heart of everything you do. Whether you are a financial planner, want to know more about financial wellbeing and how to apply it to your finances, or just want a giggle wi...2019-08-1858 min
O Nome do LivroLivros Felizes / O Nome do Livro #18Nesse episódio, Juliana Leuenroth, Luana Werb e Rafael Kalebe listam livros felizes (um desafio e tanto para o trio!). Livros citados no episódio: Comedias da vida privada, de Luis Fernando Verissimo Ed Mort, de Luis Fernando Verissimo Todas as histórias do analista de Bagé, de Luis Fernando Verissimo A mesa voadora, de Luis Fernando Verissimo Eu falar bonito um dia, de David Sedaris O guia do mochileiro das galáxias, de Douglas Adams Belas maldições de Neil Gaiman Os nossos antepassados (trilogia), de Italo Calvino Laços (Graphic Msp), de Vitor Cafaggi Sociedade...2019-06-281h 16
It's Not About The MoneyS2 11 - The Illuminate Tour 2019 with NucleusThis week I want to share with you my key take aways from the Illuminate tour which I attended as a speaker this month. The two week tour included myself, Neil Bage, and some other fabulous speakers, and I met some amazing people at the workshops. I delivered an hour long workshop a couple of times every day, and the first thing that I wanted to do was to get the profession talking about the benefits of financial coaching. I talked about; Why financial advisers should be focusing on behaviour and emotion, not just mon...2019-06-2421 min
It's Not About The MoneyS2 05 - How to Overcome the Fear of Investing with Neil BageIn today's episode of the podcast I am speaking to Neil Bage, a behavioural finance expert. Neil is a multi-award winning Fintech founder, and founder of a company called Be-IQ Ltd, and Neils’ expertise is focusing on the subconscious, and bridging that complex theory with the real world. You will learn; Some of the differences between how men and women behave with money Behavioural biases The concept of anchoring The importance of investing vs saving Financial freedom and concept of loss aversion Understanding how we can avoid emotional decisions which can...2019-05-131h 14The Financial Wellbeing PodcastEpisode 43 – Financial Wellbeing for Talk Money WeekEpisode 43 – Financial Wellbeing for Talk Money Week
We’re here this Talk Money Week to get more people talking about money and help improve money management. Chris, David & Producer Tommo take a close look at the five areas that create Financial Wellbeing. With great tips and links to previous episodes, this podcast focuses on how to use your money to make you happier not just wealthier. As ever we have Listeners Questions and some great money saving tips from #tightasstommo for this bumper filled episode not to be missed.
Welcomes & Introductions
Click...2018-11-1831 min
Standard Deviations with Dr. Daniel CrosbyNeil Bage - Exploring the Intersection of Behavioral Finance and FinTech: How Technology Shapes Investor Decision-MakingNeil Bage - Behavioral Finance and FinTech
This week, Dr. Crosby is joined by fellow behavioral finance geek Neil Bage, co-founder of the award winning fintech Be-IQ. Neil is passionate about helping people make safe and informed choices and is a specialist on behavioral drivers of financial decisions. In this episode, we explore the intersection of technology and psychology by discussing:
How behavioral finance can move from diagnosing bias toward more practical solutions
Whether education is sufficiently powerful to constrain bad investor behavior
The recent critique of loss aversion in the Journal of Consumer Psychology
...2018-11-0743 min
The Kindness ProjectEpisode 35 - Commander wizzy pedal, Gaming and why remembering 'Memento Mori' is important when being KindWelcome to the Kindness Project, the podcast designed to share stories of kindness and share how kindness can make positive change in our world, one small act at a time. In this week’s episode we talked about Commander Whizzy Pedals, Gaming and why remembering ‘Memento Mori’ is important when being kind Kindness Intro Chat Commander Whizzy Pedals 1:08 Gaming 1:29 Question of the Podcast 7:02 Kindness News Act of kindness from prom girls to autistic classmate goes viral 14:53 Kindness Story why remembering ‘Memento Mori’ is...2018-09-0639 min
The Kindness ProjectEpisode 21 - Viral videos, Going live and we interview Tracey Walsh from the EECFWelcome to the Kindness Project, the podcast designed to share stories of kindness and share how kindness can make positive change in our world, one small act at a time. In this week’s episode we talked about Viral videos, going live and we interview Tracey Walsh from the EECF Kindness Intro Chat Viral Videos 0:36 Going Live 1:45 Question of the podcast 4:20 Kindness News Random act of kindness bring a smile to the faces of ice cream lovers in Crickhowell 6:44 Kindness Story Tracey Walsh Interview 12:02 East En...2018-05-311h 11The Financial Wellbeing PodcastEpisode 36 – Understanding our Attitude to Risk with Neil Bage
Episode 36 – Understanding our Attitude to Risk with Neil Bage
The third episode in our three part series on investments. Chris, Dave and Producer Tommo, answer listener’s questions, offer great money saving #tightasstommo tips and we have another interview with Neil (The Sage) Bage. The interview looks at risk profiling and how to understand our approach to investment risk in order to make better financial decisions.
0:10 – A Big welcome & introductions
1.05 – On this episode, second part of interview with Neil Bage, founder and creator of Be-IQ – risk profile solution software
1:35 –...2018-05-1236 minThe Financial Wellbeing PodcastEpisode 34 – Positive Behaviour & Investing Successfully with Dr Daniel CrosbyEpisode 34 – Positive Behaviour & Investing Successfully with Dr Daniel Crosby
Chris, Dave and Producer Tommo take a look at investments in this first of a three part series. Chris interviews psychologist and behavioural finance expert Dr Daniel Crosby. They chat about how we can modify our natural behaviours to increase our chances of investment success and more importantly enjoy our investment journey. There are some great takeaways about positive behaviours we can apply to increase our financial wellbeing. We have some great money saving tips from #tightasstommo the man who never knowingly overspends and plenty of laughs throughout th...2018-03-2946 minThe Financial Wellbeing PodcastEpisode 31 – Dealing with Financial ShocksEpisode 31 – Dealing with Financial Shocks
In this episode we finally take a look at one of the five basic principles of Financial Wellbeing – dealing with financial shocks. Join Chris, David and producer Tommo as they discuss how the ability to deal with financial shock creates wellbeing and the various financial shocks we may face in life. With practical ideas and some great tips from #tightasstommo this is a podcast not to miss.
0:15 – Welcome & Introductions
2:42 – Wellbeing Words from Around the World – Japanese Words
Age-Otori – looking worse after a haircut
Boketto – s...2018-01-2531 min
PFS Festival RadioNeil Bage, Be - IQNeil Bage from Be-IQ speaks to Martin for Festival Radio about risk profiler questionnaires, their limitations and a better approach.
Neil is the Founder of multi-award winning Be-IQ. Working with leading Academics, Be-IQ is an entirely new model and approach to understanding a client’s risk personality, their financial capability, and their financial decision making. Neil works closely with some of the most influential financial brands in the world, and regularly features as a keynote speaker, focussing on the sub-conscious behaviours that drive our financial decisions. He is an expert at bridging complex theory with real-world understanding.
@neilbage2017-11-0704 minThe Financial Wellbeing PodcastEpisode 22: What Does a Financial Plan Look Like?Episode 22: What Does a Financial Plan Look Like?
In this episode join Chris and David as they round up previous podcasts and explain what a financial plan looks like.
They look at the main steps that are taken, which includes understanding the cost of your lifestyle, looking at your possible future and finding out what’s achievable. There are links back to previous podcasts that go into more detail to help you make the most of planning your finances.
We also enjoy some more tips from #tightasstommo. If you want to share a great...2017-08-1026 minThe Financial Wellbeing PodcastEpisode 21: Financial Capability with Neil BageEpisode 21: Financial Capability with Neil Bage
As always Chris is also joined by David, where they talk what they have been up to since the last episode, and discuss a new feature with Tip Of The Week from Tommo. Neil Bage talks about financial capability, looking at our behaviour and how it relates to money making decisions. If we understand this behaviour we can be more engaged during the financial planning process.
Neil’s company Suitable Strategies looks at risk and financial capability. Talking about how we feel when making decisions about money, understanding our be...2017-07-2134 min