64. Is financial wellbeing a real thing - with Ruth Sturkey
Who better to talk us through what financial wellbeing really means than the Chair of the Institute for Financial Wellbeing, Ruth Sturkey. The five areas that create wellbeing from Rath & Harter:
Career
Social
Financial
Physical
Community
We chat about the danger of goals, and how important the journey is. Ultimately the key to financial wellbeing starts with knowing yourself. Then you can make choices and plans from a place of understanding what is truly important to you. Skim back over your diary for the year with a sheet of paper. Make a note of the things that brought you joy, what drained your energy?
Your Best Year Yet
Wheel of Life
GUEST EXPERT: Ruth Sturkey
Money is a means to an end. This was the guiding principle for the business Ruth co-founded. She is Chair at the Institute for Financial Wellbeing (IFW) where the aim is to change the narrative around money. Improving client’s financial wellbeing, making them happier not just wealthier.
YOUR HOST:
Julie Flynn is an experienced independent financial adviser and financial coach. She’s spent years studying and researching how stress affects our financial decision making. She uses her years of experience and research to support women experiencing or planning significant change in their lives.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
Cafe Expert:
Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.
Website
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.
Sara Walker She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives.
Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement.
LinkedIn | Instagram | Facebook
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