7 Tips on Investing for Wellbeing

Episode 119 – 7 Tips on Investing for Wellbeing

It’s taken us a while to get here, but we’re finally tackling that ever-mysterious (and often misunderstood) topic: investment management. But don’t worry—this isn’t a crash course in stock-picking or trying to “beat the market”. As always, we’re looking at money through the lens of wellbeing – whether you’re managing your own portfolio, working as a financial planner, or just curious about how investing can contribute to a greater sense of security and contentment – we have 7 practical and philosophical tips to help you manage your investments in a way that supports a happier, more fulfilling life.

Welcomes and Introductions

Chris shares his recent experiences in Marrakesh

Fancy a chat with Tom Morris and the team at Ovation? Contact details here

Whats on Today’s Podcast

Exploring investment management from a financial wellbeing perspective

Tight Ass Tommo

Featuring more from Marrakesh and special guest Rohan Sivajoti shares his supermarket yellow sticker finds. 🙌

This episode:

• Why what you’re investing for matters more than what you’re investing in
• The real value of a financial plan—and why it should come before any investment decisions
• A powerful story about the cost of “more than enough”
• What a roast dinner has to do with taking too much risk!
• How to stop your investments from raising your heartbeat
• What “financial pornography” is and why you should ignore it
• And how one of Chris’s favourite psychological models (hello, Self-Determination Theory) can help you feel more confident and in control of your investment journey

🧭 The 7 Investment Tips for Wellbeing:

1. Invest according to your objectives – Different goals need different investment pots. A holiday fund shouldn’t be in crypto.
2. Build your investments around a financial plan – Understanding “how much is enough” is key to knowing what you’re working towards.
3. Know how much risk you need to take – Not everyone needs to chase high returns.
4. Don’t invest in a way that raises your heartbeat – If it keeps you up at night, it’s not worth it.
5. Manage your emotional response to market fluctuations – Avoid panic (or euphoria) by staying focused on your long-term plan.
6. Set clear investment rules – Having a process gives you a sense of control, even in unpredictable markets.
7. Boost your knowledge—or get help – If you’re not confident, seek guidance from a financial planner (ideally one who also does cashflow forecasting!).

Conclusions From The Guys

Come and get involved!

We want to hear your Messages From the Future. Record a short 30-second message sharing a decision you’re glad you made (or one you regret) to help others make better choices. Send your voice clips to marketing@ovationfinance.co.uk—and join the conversation.

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