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: [email protected]

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

www.altitudesurrey.co.uk

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