The Money:Mindshift podcast – Details, episodes & analysis

What does it mean to be good with money? In our very first episode of The Money:Mindshift podcast, Dr. Tom is joined by Dr. Daniel Crosby to unpack this question. Together they chat about the quirks of life – exploring the three B’s, how to buy happiness, and how to make good easy and make bad hard. Listen now to rethink what it means to be good with money.

Considerations

Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser.

AI was used in the editing of this podcast.

Want to know more?

Subscribe to The Money:Mindshift podcast on Spotify and Apple.

Visit Aegon's Money:Mindshift hub for more resources and tools aegon.co.uk/money-mindshift

Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift: linkedin.com/company/aegonuk

The podcast host – Dr. Tom

Dr. Thomas Mathar (or Dr. Tom) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.

Dr. Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life.

Follow Tom on LinkedIn.

And thank you to our guest Daniel Crosby

Dr. Daniel Crosby is a psychologist, financial thinker and a New York Times bestselling author. He specialises in empowering people with actionable insights on money, meaning and mindset.

Follow Daniel on LinkedIn and X.

Listen to the Standard deviations podcast with Dr. Daniel Crosby.

The Soul of Wealth: 50 reflections on money and meaning by Daniel Crosby.

In the fourth episode of the Money:Mindshift podcast, host Dr. Tom Mathar delves into the challenges of comparison and the emotional rollercoaster it can trigger. Joined by behavioural expert, Neil Bage, the duo explores the intricacies of envy, social media's impact and the importance of focusing on personal values over superficial success. Discover how to redefine your benchmarks of success and embrace a fulfilling life that prioritises living well, over being well-off. Tune in to shift your perspective and unlock how to live a happier, more contented life.

Considerations

Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser.

AI was used in the editing of this podcast.

Want to know more?

Subscribe to The Money:Mindshift podcast on Spotify and Apple.

Visit Aegon's Money:Mindshift hub for more resources and tools aegon.co.uk/money-mindshift

Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift: linkedin.com/company/aegonuk

The podcast host – Dr. Tom

Dr. Thomas Mathar (or Dr. Tom) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.

Dr. Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life.

Follow Tom on LinkedIn.

And thank you to our guest Neil Bage

Neil Bage is a respected expert in financial psychology and behavioural science, and is a co-founder of Shaping Wealth.  

Follow Neil on LinkedIn.

There’s a chance that we could live until 100 – but how do we plan for that? Is there a rulebook? In this episode, Dr Tom is joined by Dr Anne Karpf, award-winning journalist and author of How to Age. Anne challenges us to rethink ageing, highlighting that it's not just about defying numbers or succumbing to stereotypes. Join us as we explore the possibility of living until 100, navigating the gender wealth gap, challenging the anti-ageing industry, and planning our futures both financially and emotionally. Tune in to imagine your future self not with fear, but with excitement and curiosity.

Considerations

Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser.

AI was used in the editing of this podcast.

Want to know more?

Subscribe to The Money:Mindshift podcast on Spotify and Apple.

Visit Aegon's Money:Mindshift hub for more resources and tools aegon.co.uk/money-mindshift

Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift: linkedin.com/company/aegonuk

The podcast host – Dr. Tom

Dr. Thomas Mathar (or Dr. Tom) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.

Dr. Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life.

Follow Tom on LinkedIn.

And thank you to our guest Anne Karpf

Dr Anne Karpf is a sociologist, award-winning journalist and author of books including 'How to Age. She currently works at the London Metropolitan University as Professor of Life Writing and Culture.

Follow Anne on LinkedIn and X.

In this episode Dr. Tom and Christine Benz talk about why retirement isn’t just a maths problem. It’s more than numbers and savings – it’s about relationships, purpose and redefining what this next chapter can look like. Rather than seeing retirement as the end of work, what if we saw it as the beginning of something new? Tune in to rethink retirement – it’s not just a financial milestone but a meaningful life transition.

Considerations

Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser.

AI was used in the editing of this podcast.

Want to know more?

Subscribe to The Money:Mindshift podcast on Spotify and Apple Podcasts.

Visit Aegon's Money:Mindshift hub for more resources and tools aegon.co.uk/money-mindshift

Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift.

The podcast host – Dr. Tom

Dr Thomas Mathar (or Dr. Tom) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.

Dr. Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: Your Path to Prosperity: How to fund a happy and long life.

Follow Tom on LinkedIn.

And thank you to our guest Christine Benz

Chirstine Benz is director of Personal Finance and Retirement Planning at Morningstar. She's also the author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement – a book that coaches people on the decisions that contribute to a successful retirement.

The Long View podcast, Morningstar.

Morningstar.com

Retirement card example Tom shared with Christine

We're often told how to save money, but never how to spend it. Plus, what does spending money wisely even look like? In this episode, Dr. Tom is joined by author, financial planner and fellow podcast host, Dan Haylett, to try and answer just that. Join Dr. Tom and his guests as they challenge us to rethink what is really *worth* spending money on - and how joy, purpose and making memories should be at the forefront of it all. Not just material possessions. 

Considerations 

Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser. 

AI was used in the editing of this podcast. 

Want to know more? 

Subscribe to The Money:Mindshift podcast on Spotify and Apple. 

Visit Aegon's Money:Mindshift hub for more resources and tools aegon.co.uk/money-mindshift 

Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift: linkedin.com/company/aegonuk 

The podcast host – Dr. Tom 

Dr. Thomas Mathar (or Dr. Tom) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education. 

Dr. Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life. 

Follow Tom on LinkedIn. 

And thank you to our guest Dan Haylett

Dan Haylett is an author, financial planner and retirement wellbeing coach. Dan is also the host of the Humans vs Retirement Podcast, where he tries to tackle both the emotional and financial challenges of retirement.

Follow Dan on LinkedIn, and visit humansvsretirement.com

It’s OK to indulge in joy and adventure – no matter how old you are. But how much does work get in the way? In this episode of the Money:Mindshift podcast, Dr Tom hears from sabbatical coach, Lyndall Farley (who now has 12 sabbaticals under her belt!), about the importance of taking time off. Alongside Communications & Content Manager, Sarah Blinco – whose sabbaticals have been inspired by pet sitting across the world – they uncover what freedom and flexibility from the 9-5 looks like. Join us and discover not just what a sabbatical costs, but what the cost to yourself would be if you didn’t do one. 

Considerations  

Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser.  

AI was used in the editing of this podcast.  

Statistics referenced by Tom have been taken from Opinium's 'Sabbaticals' report, commissioned by Aegon UK. Data was collected from 2,000 working UK adults in May 2025.

Want to know more?  

Subscribe to the Money:Mindshift podcast on Spotify and Apple.  

Visit Aegon's Money:Mindshift hub for more tools and resources: aegon.co.uk/money-mindshift. 

Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift: linkedin.com/company/aegonuk.

The podcast host – Dr. Tom  

Dr. Thomas Mathar (or Dr. Tom, for short) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.  

Dr. Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life.  

Follow Tom on LinkedIn.  

And thank you to our guests Lyndall Farley and Sarah Blinco 

Lyndall Farley is a sabbatical coach and co-founder of BreakSpace. You can follow her on LinkedIn, and visit gobreakspace.com. 

Sarah Blinco is a Communications & Content Manager, and you can follow her travels at travellivelearn.com. 

Money worries: we've probably all had them. Money and emotions are intrinsically interlinked, so it's natural to feel all sorts of feelings when it comes to finances. Emotions like shame, regret, or even fear. In this episode, Dr. Tom chats to financial coach and author, Catherine Morgan, about how to worry about money in a way that works for you - not how to worry less. Discover how understanding your own relationship with money could unlock your relationship with other parts of your life. 

Considerations 

Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser. 

AI was used in the editing of this podcast. 

Want to know more? 

Subscribe to The Money:Mindshift podcast on Spotify and Apple. 

Visit Aegon's Money:Mindshift hub for more resources and tools aegon.co.uk/money-mindshift 

Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift: linkedin.com/company/aegonuk 

The podcast host – Dr. Tom 

Dr. Thomas Mathar (or Dr. Tom) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education. 

Dr. Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life. 

Follow Tom on LinkedIn. 

And thank you to our guest Catherine Morgan

Catherine Morgan is a financial coach, author and podcast host. Her mission is to reduce financial anxiety and increase financial empowerment for one million women globally. 

Follow Catherine on LinkedIn.

You might have been told never to talk about money while you’re on a date – but, why is that? With each partner, comes a different money story. Different money beliefs, myths and emotional reactions to finances. And yes, it could come with tensions of its own. Sometimes it does feel awkward when it comes to getting the bill, after all… In this episode, Dr. Tom chats to psychotherapist and financial coach, Emma Boardwell, about the impact that money has on couples, making it a powerful season finale. But the question still remains: should talking about cash be so taboo on a date?

Considerations 

Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser. 

AI was used in the editing of this podcast. 

Want to know more? 

Subscribe to The Money:Mindshift podcast on Spotify and Apple. 

Visit Aegon's Money:Mindshift hub for more resources and tools: aegon.co.uk/money-mindshift 

Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift: linkedin.com/company/aegonuk

The podcast host – Dr. Tom 

Dr. Thomas Mathar (or Dr. Tom) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education. 

Dr. Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life. 

Follow Tom on LinkedIn. 

And thank you to our guest Emma Boardwell

Emma Boardwell is a psychotherapist and financial coach. You can follow Emma on LinkedIn, or visit her website: emotionalfinance.co.uk.

*Downloadable dinner party menu coming soon!*

Ever wondered why Black Friday makes us click ‘buy now’? In the first episode of series two, Dr. Tom is joined by behavioural finance expert, Greg Davies, and Emmy-winning stylist, David Zyla, to explore the emotional triggers behind shopping sprees. From creating pause points to avoid costly mistakes, and understanding why our feelings drive decisions, they share how to shop smarter (and win). Tune in and rethink how Black Friday isn't just about bargains, it's about behaviour.

Considerations 

Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser. AI was used in the editing of this podcast. 

Want to know more?

Subscribe to The Money:Mindshift podcast on Spotify and Apple. 

Visit Aegon's Money:Mindshift hub for more resources and tools.

Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift.

Get to know Dr. Tom

Dr. Thomas Mathar (or Dr. Tom) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education. 

Dr. Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life.'

Follow Dr. Thomas Mathar on LinkedIn.

And a huge thank you to our guests, Greg Davies and David Zyla

Greg Davies is a leading expert in behavioural finance, and the Head of Behavioural Finance at Oxford Risk. You can follow Greg Davies on LinkedIn.

David Zyla is an Emmy award-winning stylist, and best-selling author of: 'Color Your Style: How to wear your true colors', and 'How to Win at Shopping'. You can find out more on his website: davidzyla.com.

In the final episode of season two, Dr Tom takes on one of life’s toughest subjects and asks how we can prepare for death - not just practically or financially, but emotionally too. He’s joined by Swedish death cleaning coach, Asa Nilsson, who explains how decluttering our homes, finances and digital lives can reduce the burden we leave behind and bring peace in the present. Later, grief communication expert, Kathi Balasek, shares her personal story of loss and unpacks why grief isn’t something to "get over”, but something we learn to live alongside - and how honest conversations can help us and those we love navigate it.  

Considerations 

Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser. AI was used in the editing of this podcast. 

Want to know more?

Subscribe to The Money:Mindshift podcast on Spotify and Apple. 

Visit Aegon's Money:Mindshift hub for more resources and tools: aegon.co.uk/money-mindshift

Follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift: linkedin.com/company/aegonuk.

Get to know Dr Tom

Dr Thomas Mathar (or Dr Tom for short) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education. 

Dr Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life.'

Follow Dr Thomas Mathar on LinkedIn.

And a huge thank you to our guests, Asa Nilsson and Kathi Balasek

Asa Nilsson is a Swedish Death Cleaning coach and founder of More Moss to the People. You can follow her on Youtube and visit her website More Moss to the People for more information.

Kathi Balasek is grief communication expert, speaker, and founder of Grief-Ready Communication. She trains financial advisers and firms to communicate with clarity, empathy, and confidence during loss. You can follow her on LinkedIn or visit her website kathibalasek.com for more information.