Episode 115 – 10 Tips To Master Moderate Success

The Financial Wellbeing Podcast

In this episode the guys take a playful dive into what moderate success could look like for you. Chris shares ten practical tips for balancing ambition and wellbeing. With a dash of humour, but lots of actionable insights, this episode will help you define your personal version of success and build a life of financial and personal wellbeing. Ready to redefine success? Tune in now!

Welcomes & Introductions

David – he asks the questions listeners are undoubtably shouting!

Chris Budd – a vinyl record hoarder

Producer Tommo – financial planner at Ovation Finance

2024 UK Autumn Budget – a note on speculation v information

Want to work with calm financial planners? Have a chat with the Ovation Team

Whats on Todays Podcast?

A light hearted look at financial tips to be moderately successful – a tongue in cheek exploration

Tight Ass Tommo

Featuring David’s multi-vehicle insurance (add others to your policy and you may see changes in your premiums) and Producer Tommo’s regular reminder to look for free kids meals during school holidays.

Tip of the week – Go and watch tribute bands. All the songs you know, just as good, but a fraction of the price.

The Main Event

What does Chris mean by ‘moderately’?

1 – Own your success

Define what it is and when you will achieve it

2 – Say ‘yes’ to everything

For a period of time, give it attention to see if you like it.

3 – Take a nap

4 – Don’t have a plan!

Sometimes, going with the flow can be liberating. If all your time is planned, you will not be able to look at something interesting that pops up.

5 – Be a problem finder

6 – Be lucky!

Remember the role luck plays in success

7 – Don’t have BIG goals

8 – Celebrate the boring

9 – Don’t believe all you hear

10 – Always follow your passion . . . or don’t!

(cover image; Photo by Maxim Makarov on Unsplash)