The Money:Mindshift podcast

What if we told you that it’s your mindset that matters most when it comes to finances? In our podcast, host Dr. Tom speaks to experts about how to make a mindshift when it comes to money – for the better. Think of it as looking after yourself both today, and tomorrow.

The Money:Mindshift podcast is a education podcast hosted by Aegon UK, with 24 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Aegon UK hosts The Money:Mindshift podcast, a education show with 24 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Episode #2

  How to think about AI

  Aug 11, 202636 minS4

  AI is changing the way we think, work and build careers. But should we be worried? Career coach Michelle Schechter and AI entrepreneur Sachin Goyal of Clarity Loop join host Dr Tom Mathar to explore how to navigate AI anxiety in a rapidly changing world. In this episode of season four, we look at why our value is bigger than our job title, the skills that matter most in an AI-powered future, and why human strengths may be our greatest advantage. 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. Want to know more? Subscribe to The Money:Mindshift podcast on Spotify and Apple, or visit Aegon's Money:Mindshift hub for handy articles, tools and resources. Want to talk about how money makes you feel, but not sure where to start? Check out our money conversation starters guide – full of useful prompts about how to begin that conversation (with both yourself, and others). You can also follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift. Or leave us a comment, and we’ll get back to you! Get to know Dr Tom Dr Thomas Mathar (or Dr Tom for short) is an author, podcaster, and financial wellbeing speaker. You can follow Dr Tom on LinkedIn . And a huge thank you to our guests, Michelle Schechter and Sachin Goyal Michelle Schechter is a career coach and founder of Career Gym . A former comms leader at LinkedIn, she helps people navigate career change, uncover their strengths and build confidence in an evolving world of work. Sachin Goyal is the founder and CEO of Clarity Loop, an AI-powered workplace learning platform. He’s passionate about helping people use technology to learn, grow and reach their potential at work.

  ListenShow Notes
• 

  Episode #1

  How to buy time

  Jul 28, 202634 minS4

  You can't buy more hours in the day. But you might be able to buy more moments that matter. Financial planner Derek Hagen and listening bar founder Jessica Roberts join host Dr Tom Mathar to explore a surprisingly simple idea: buying time. In the first episode of season four, we look at why all years aren’t created equal, how money can help us create more experiences that matter, and why slowing down might be one of the smartest investments we ever make. 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. Want to know more? Subscribe to The Money:Mindshift podcast on Spotify and Apple, or visit Aegon's Money:Mindshift hub for handy articles, tools and resources. Want to talk about how money makes you feel, but not sure where to start? Check out our money conversation starters guide – full of useful prompts about how to begin that conversation (with both yourself, and others). You can also follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift. Or leave us a comment, and we’ll get back to you! Get to know Dr Tom Dr Thomas Mathar (or Dr Tom for short) is an author, podcaster, and financial wellbeing speaker. You can follow Dr Tom on LinkedIn . And a huge thank you to our guests, Derek Hagen and Jessica Roberts Derek Hagen is a financial life planner at Root Financial , author and creator of Meaning.blog . He helps people align their money with what matters most, exploring the connections between time, meaning and financial wellbeing. Jessica Roberts is the founder of Edinburgh listening bar Lounge 33 , a unique space dedicated to music, connection and the art of slowing down.

  ListenShow Notes
• 

  Episode #1

  How to make a big decision (featuring Meghaan Lurtz and Marguerite Spina)

  Jul 21, 202641 minS4

  Ever feel like you're at a crossroads? We definitely have. Big life decisions rarely come with a clear right answer – whether that's taking a new job, moving home, starting a business or making a major life change. In this episode of the Money:Mindshift podcast, host Dr Tom Mathar is joined by financial psychologist Meghaan Lurtz to explore why making decisions can feel so overwhelming – and how experimenting with small steps can help us move forward with confidence. We also hear from entrepreneur Marguerite Spina, who made a bold leap from a traditional corporate job to running her own gelato business. Sharing what she learned along the way, Marguerite offers a real-world perspective on making a big life decision when there's no perfect answer. 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. Want to know more? Subscribe to The Money:Mindshift podcast on Spotify and Apple, or visit Aegon's Money:Mindshift hub for handy articles, tools and resources. Want to talk about how money makes you feel, but not sure where to start? Check out our money conversation starters guide . It's full of useful prompts and tips about how to begin that conversation (with both yourself, and others). You can also follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift. Or leave us a comment, and we’ll get back to you! Get to know Dr Tom Dr Thomas Mathar (or Dr Tom for short) is an author, podcaster, and financial wellbeing speaker. He’s also an expert in financial psychology, behavioural science, and longevity education, too. You can follow Dr Tom on LinkedIn . And a huge thank you to our guests, Meghaan Lurtz and Marguerite Spina Meghaan Lurtz is a financial psychologist, Professor of Practice at Kansas State University and a lecturer at Columbia University. You can subscribe to her Substack, (Less) Lonely Money and follow Meghaan on LinkedIn . Marguerite Spina is the owner and founder of handmade Italian gelato company, Villaggio Gelato. You can visit villagiogelato.shop for more tasty information, or follow Marguerite on LinkedIn .

  ListenShow Notes
• 

  Episode #6

  How to build a financial plan (featuring Pete Matthew and Oliver Noelting)

  Jun 30, 202639 minS3

  You've probably planned your next holiday. But have you planned your financial future? In this episode of the Money:Mindshift podcast, host Dr Tom explores how to build a financial plan – without getting lost in spreadsheets or sacrificing the life you want to live now. He's joined by financial planner Pete Matthew, who shares practical tips for understanding your finances and putting good habits on autopilot, and Oliver Noelting, whose journey towards financial independence at 40 took some unexpected turns. Together, they unpack why financial planning isn't about perfection or predicting the future. It's about giving yourself more options, more flexibility and more freedom to live the life you want. 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. Want to know more? Subscribe to The Money:Mindshift podcast on Spotify and Apple, or visit Aegon's Money:Mindshift hub for handy articles, tools and resources. You can also follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift. Or leave us a comment, and we’ll get back to you! Get to know Dr Tom Dr Thomas Mathar (or Dr Tom for short) is not only an author, podcaster, and financial wellbeing speaker – he’s also an expert in financial psychology, behavioural science, and longevity education. Check out Dr Tom's new book: ‘Your Path to Prosperity: How to Fund a Happy and Long Life’, or follow him on LinkedIn . And a huge thank you to our guests, Pete Matthew and Oliver Noelting Pete Matthew is an author, podcaster, financial planner and CEO of Jacksons Wealth Management in Cornwall. You can follow Pete on LinkedIn , and find out more about MeaningfulMoney by visiting meaningfulmoney.tv . Oliver Noelting is a software engineer and author of Frügalisten.de . Read more about how Oliver’s plan to retire and be financially independent by 40 changed in his blog . Resources Find out more about how to build a financial life plan by downloading Dr Tom’s planning template , made in collaboration with Pension Geeks. Want to talk about how money makes you feel, but not sure where to start? Check out our money conversation starters guide – full of useful prompts and tips about how to begin that conversation (with both yourself, and others).

  ListenShow Notes
• 

  Episode #10

  How to retire abroad (featuring Federica Grazi and David Richardson)

  Jun 16, 202635 min

  Dreaming of retiring abroad? You’re not alone – but turning that dream into a reality isn’t always straightforward. In this episode of the Money:Mindshift podcast, host Dr Tom explores what it really takes to build a life overseas. From the exciting possibilities, to the practical (perhaps even boring) details many people forget about. He’s joined by relocation expert, Federica Grazi, who shares how to approach the decision with clarity and confidence, and David Richardson, who’s actually made the move himself. David offers an honest look at what works, what doesn’t, and what he wishes he’d known before making the move overseas. Together, they unpack how to balance lifestyle dreams with real-world considerations – and how to decide whether moving abroad is the right move for you. 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. Want to know more? Subscribe to The Money:Mindshift podcast on Spotify and Apple, or visit Aegon's Money:Mindshift hub for handy articles, tools and resources. You can also follow Aegon UK on LinkedIn to stay tuned for all things Money:Mindshift. Or leave us a comment, and we’ll get back to you! Get to know Dr Tom Dr Thomas Mathar (or Dr Tom for short) is not only an author, podcast host, and financial wellbeing speaker – he’s also an expert in financial psychology, behavioural science, and longevity education. Check out Dr Tom's new book: ‘Your Path to Prosperity: How to Fund a Happy and Long Life’, or follow him on LinkedIn . And a huge thank you to our guests, Federica Grazi and David Richardson Federica Grazi is a relocation expert and the founder of Mitos Relocation Solutions – a firm designed to help people move abroad in retirement. You can follow Federica on LinkedIn , and find out more by visiting www.mitosrelocation.com . David Richardson is an Aegon UK customer, and retired to Charente, in the southwest of France.

  ListenShow Notes

Recent guests on The Money:Mindshift podcast. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.