66. What can board games teach us about money with Charlotte Wood

We’re joined by Charlotte Wood for this episode as she has the most epic collection of games (over 140!) So who better to talk through what we can learn from them.

Charlotte points out that life isn’t just about money. We manage all our resources, time, physical and mental energy, emotional capacity and social capital. And there are plenty of tips to be picked up from games. 

Our key takeaways were:

• Creates a space to communicate
• Learning how to lose
• It’s ok to quit things
• Helps build decision making processes
• Analysing risk

There’s the obvious games such as Monopoly and Game of Life which we touch on & here's a few less well known ones:

Viticulture (the wine one)
Chocolate Factory
Catan (lessons about resources & social capital)
Flamecraft (dragons running shops)
Cashflow 101(financial literacy & investing, online version is free)
Pop to the Shops (mega popular for young kids)
Tycoon Games (how to build empires)
Invest Stock Market Simulator (portfolio management)

Guest Expert
Charlotte Wood is a Chartered Financial Planner and runs  Rosewood Financial Planning.  Charlotte is active within the profession as a women’s advocate and an award-winning community builder, most notably the founder of the Empowered Community. As an intersectional feminist, Charlotte spends a lot of her free time reading and learning about social justice issues and how to embed these values within the way she works and her business. Charlotte also has two children under four, and speaks openly about her struggles being a mum and a businesswoman.

YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.

Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram

CAFE EXPERTS:
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

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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