Podcast appearances and mentions of neil bage

Enjoying the podcast? Tell us what you think below and give us a review or rating. As always we'd love to hear your suggestions and feedback. Send us an email: podcast@pensionbee.com.   Recent research from PensionBee reveals that financial disengagement might cost savers up to £500,000 over their lifetime - that's a substantial amount! When was the last time you reviewed your savings? Are you aware of how much you've saved for retirement? Making small, informed decisions today can greatly impact your financial future. The great news is that staying engaged with your finances isn't difficult.   Join our host, Philippa Lamb, and our expert panel as they explore a simple truth: the most effective way to max out your chances of retiring comfortably. Behavioural Expert and Co-Founder of Shaping Wealth, Neil Bage; Financial Adviser, Money Columnist and Author, Bola Sol; and Head of Consumer PR at PensionBee, Laura Dunn-Sims.   Episode Breakdown: 01:31 Common financial pitfalls 03:52 Visualising our ‘future selves' 06:08 Overcoming complacency with pensions 06:42 The £500,000 ‘cost of disengagement' 08:00 How can we make the numbers feel real? 10:20 Transitioning from an ‘immediate return' to ‘delayed return' environment 13:16 How to retire with more money 17:23 Automate your way to compound interest 20:02 Understanding investment risk 23:30 Balancing greed and fear 26:27 How to make (and keep) good habits   Further reading, listening and watching: To learn more about the cost of disengagement, check out these articles, podcasts and videos from PensionBee: E37 transcript (Blog) Bonus: How to stick to your financial resolutions (Podcast) Do you know what pension plan you're in? (Blog) E32: How to understand your pension balance (Podcast) E34: Unpacking 10 years of pension changes (Podcast) How much do you need to pay into a pension? (Video) How much income do you need in retirement? (Blog) How much should you save for retirement? (Video) How to catch up on pension payments (Blog) How to check your pension contributions (Article) How to trace a lost pension (Article) How to understand your pension balance (Blog) Pension Calculator (Calculator) Top 10 money apps for your smartphone (Blog) What income would a £100,000 pension pot give you? (Blog) What is compound interest? (Blog)   Other useful resources: 56% of UK adults feel like they don't understand the stock market (YouGov Survey) Almost 9 million UK adults are missing an old pension pot (PensionBee) Brits missing £31.1b in unclaimed pension pots (Pensions and Lifetime Savings Association) Government's free Pension Tracing Service (Gov.uk) How the 'end of history' illusion shapes your life choices (BBC) Over half of Brits are in the dark or ‘dangerously underestimating' the minimum cost of retirement (PensionBee) Pension disengagement could cost you up to £500,000 in retirement (PensionBee) Pot for life significantly more popular than stapling for managing multiple pots (PensionBee) Your Future Self: How to Make Tomorrow Better Today by Hal Hershfield (Book)   Catch up on the latest news, read our transcripts or watch on YouTube: The Pension Confident Podcast The Pension Confident Podcast on YouTube   Follow PensionBee (@PensionBee) on TikTok, YouTube, Instagram, LinkedIn, Facebook, X and Threads. Follow Shaping Wealth (@shapingwealth) on YouTube, Instagram, LinkedIn and X. Follow Bola Sol (@bolasol) on TikTok, YouTube, Instagram, LinkedIn, Facebook, X and Threads.

Tune in to hear: - Some people think that “we can only take our clients as far as we have gone ourselves and that we must do our own work.” Does Neil believe this and, if so, what does “doing the work” look like in the context of a financial professional?- What is Carl Jung's idea of “a wounded healer?” Also, in terms of our own story, how can we walk the line between being vulnerable and approachable without making our time with the client all about us?- What are the most common sources of stress for financial advisors and what is the potential fallout of stressed advisors trying to comfort stressed advisors? - What are some practical tips for helping advisors manage the stress that can accompany a bad bear market?- Where does Neil think the financial services industry is headed over the next decade?Compliance Code: 1956-OAS-7/21/2023https://www.neilbage.co.uk

In this episode of the Humans vs Retirement podcast, Dan is joined by Neil Bage, co-founder of Shaping Wealth, to discuss the subconscious behaviours that drive decision making in retirement. As a renowned expert in bridging scientific theory with real world understanding, Neil offers valuable insights into understanding and overcoming behavioural and emotional challenges of retirement. Together, Dan and Neil examine the intersection of the behavioural, emotional, and financial challenges that retirees often face and offer practical advice for achieving a happy, healthy, and wealthy retirement. What You'll Learn The listener will learn about the challenges of retirement, particularly the importance of understanding human behaviour and the need to maintain a sense of purpose and identity. The podcast emphasizes the importance of preparing early, identifying activities that bring happiness and fulfilment, and focusing on purpose and identity in retirement planning. Dan and Neil also discuss the cognitive changes that occur during retirement and the conflict between our present and future selves.   More about us: www.humansvsretirement.co.uk

In this, my final episode as host of Money Espresso, I reflect on some recurring themes from a selection of the wonderful guests who joined me on Season Two. These themes focus on enjoying the now, contentment, legacy, giving, joy and recognising your own value. We hear from Cathi Harrison, Holly Ryan, Clare Fielding, Neil Bage, Tom Ilube, Chris Budd, Nick Elston with some powerful closing words from Sue Baker. I close with my personal thanks to our sponsors Paradigm Norton, our guests, you, the listener, and give you a little intro to our next hosts who will be carrying on the conversations. Sit back, grab yourself an espresso (or drink of your choice!) and enjoy the reflections If you would like to talk about your money matters do feel free to contact me on: • Twitter - twitter.com/ruthsturkey • LinkedIn - linkedin.com/in/ruthsturkey/

In this episode I chat to Neil Bage who shares his journey from life guard and compère at Butlins in Bognor Regis to co-founding Shaping Wealth, a learning technology platform transforming the human experience of money. He has served as a Chief Behavioral Officer in the UK and was the founder of a multi-award-winning behavioural technology business. Neil speaks with passion about his fascination around human behaviour and the tech based tool he developed to help financial planners really understand their clients. He explains how the financial services industry should be inverted to really focus on the clients and the power of better conversations. Neil shares his experience of ‘real success' and shares a deeply personal story to illustrate the beauty of contentment and the yin and yang of life. Finally, Neil shares his best money purchase for around £30 and his Money Pearls of Wisdom. Sit back, grab yourself an espresso (or drink of your choice!) and enjoy the conversation. • Neil can be found on LinkedIn here - https://www.linkedin.com/in/neilbage/ • Find out more about Shaping Wealth here - https://www.shapingwealth.com/ • You can find Neil's excellent Bitesize Behaviour podcast here - https://podcasts.apple.com/sg/podcast/bitesize-behaviour-podcast/id1534284786 If you would like to talk about your money matters do feel free to contact me on: • Twitter - twitter.com/RuthSturkey/ • LinkedIn - www.linkedin.com/in/ruthsturkey/

Tune in to hear:- Dr. Portnoy says we've created a “Behavioral Finance entertainment complex that does very little to help real people make real decisions.” What does he mean by this?- Do you think we overlook the good behavioral finance has done because the good is subtle and simple?- What does he see as the good, the bad and the ugly of “nudging?” How can or can't it be applied to the field of wealth management?- How can we make the distinction between normalizing clients' maladaptive behaviors without condoning the actions?- What are some tips on how to move towards a more empathic practice and what does empathy look like in the context of an advisor-client relationship?www.shapingwealth.comTwitter: @brianportnoyCompliance Code: 0534-OAS-3/29/2022

He's back, for a third time! Neil Bage has a brilliant discussion around what social comparison means and the effects it can have on our financial wellbeing, both positive and negative. With great tips on how to curate your social media experiences, the most dodgy money saving tip to date in #tightasstommo and the usual banter form the guys - this is an episode not to miss.

What has the pandemic taught us about wealth and what my guests today refer to as 'funded contentment'? I'm delighted to welcome back to Informed Choice Radio two of my favourite people from the world of behavioural finance. Brian Portnoy is one of the world's leading experts on the psychology of money.   He has written multiple bestselling books, including The Geometry of Wealth, and has 20+ years of experience as investor and educator in the hedge fund and mutual fund industries.  He is a CFA Charterholder and earned a PhD at the University of Chicago.  Neil Bage is an expert at bridging complex behavioral science with practical, tech-enabled application. He has served as a Chief Behavioral Officer for a UK-based financial planning firm and was the founder of an award-winning behavioral technology business. Neil has presented to thousands of business professionals around the world on human evolution, human biology, and behavioral psychology. As experts in psychology, finance, technology, and learning, Brian, Neil and their colleagues at Shaping Wealth combine science and story to show people how to underwrite a meaningful life. It's what they call "funded contentment." Here's my conversation with Brian Portnoy and Neil Bage of Shaping Wealth, in episode 555 of Informed Choice Radio.

Behavioural finance has taken the financial planning world by storm. As advisers strive to better understand their clients, behavioural finance is helping uncover their true attitudes towards money, risk and financial goals. In this episode Ian chats with Neil Bage, director of behavioural insight at Be-IQ, to look at how technology, data, open banking and APIs can facilitate better conversations around client finances. Just as crucially, Neil indulges Ian's decision to factor in the varying prices of a pint in London and Yorkshire.  

Emma Maslin is a money coach and mentor who helps people understand their emotional connection with money to help build positive habits and a healthy money mindset. Emma is a passionate believer that financial health and well-being is not a luxury just for the wealthy: it is a basic need for all. Emma's speciality is to equip people with both the right money mindset and the practical guidance and tools to achieve financial freedom. In today's episode of The Wallet:1) Emma shares how emotional spending might work as we return to the high street, and how we can recognise our triggers and take a pause before making impulsive decisions. 2) I was also curious to find out what Emma thinks about the ‘collective global trauma' (as reported by behavioural finance expert Neil Bage in an article published last month) that we've experienced in the last 12 months of the pandemic, and how this trauma will impact our financial decisions and attitude to risk. 3) Since investing has become more mainstream and trendy during the pandemic, Emma also offers tips to new investors to help them understand their emotions around investing and how to build a long-term investment strategy. You can follow and connect with Emma at: The Money Whisperer: www.themoneywhisperer.co.ukTwitter: @MoneyWhisperer_ We shared some resources in this episode. All the links are below: Metro Article: How to treat bad money habits picked up over lockdown Book: Atomic Habits by James Clear I'm Emilie Bellet, the founder of Vestpod - a thriving community that financially empowers women, author of You're Not Broke, You're Pre-Rich and host of The Wallet! You can learn more about Vestpod, join our events and subscribe to our newsletter at www.vestpod.com and on Instagram @vestpod. Join our private Facebook group: @vestpod. We want to open up a direct conversation with you on the podcast. You can submit a proud money moment, a question or a comment on a previous episode. You just need headphones and mic at the ready and follow this link (https://telb.ee/abrzt) or email me the recording at podcast@vestpod.com.* Please note that we are not certified, financial advisers! The articles and information made available on Vestpod and this podcast are provided for information and educational purposes only and do not constitute financial advice.* See acast.com/privacy for privacy and opt-out information.

This week, Dr. Crosby is joined by fellow behavioral finance geek Neil Bage. Neil is passionate about helping people make safe and informed choices and is a specialist on behavioral drivers of financial decisions. In this episode, we turn the tables and Neil interviews Daniel in celebration of the 2nd Edition release of Dr. Crosby's book 'The Laws of Wealth.' Tune in to hear: - How does one go about controlling the controllable in their personal and financial life and what does one do if something that they have no control over matters a great deal to them? - How do financial advisors go about laying the right foundations for dealing with the emotional aspects their clients will inevitably encounter? - How do people maintain their composure and not get overly excited by, or attached to, a particular investment opportunity. Does this require a kind of courage? - What proactive steps can advisors take to factor into the human and behavioral element of investment advice? - Why might your average US citizen believe that investing in real estate is more fruitful than investing in the stock market? Web: www.neilbage.com Twitter: @NeilBage Compliance Code: 1002-OAS-03/24/2021

In this, the opening Episode of Series 2, Bitesize Behaviour host, Neil Bage, explains what to expect from Series Two plus there's a quick recap of Series One.

The EmbarkPod returns with Bloomberg Radio's Roger Hearing as he speaks with financial behaviour expert Greg Davies from Oxford Risk and Be-IQ's Neil Bage on the insights and behaviours that make us tick. Are these tools useful… are they ethical? Many people struggle to make financial decisions, so could the future of advice hinge on it? Listen today and delve into the debate on our investment/financial personalities:

Neil Bage is highly-renowned in the fields of financial services and behavioral science for his ability to bridge scientific theory with real-world understanding, particularly when it comes to human behavior in light of financial health and well-being. He's the co-founder of Be-IQ, a multi-award winning behavioral insights company that focuses on providing research and tools … Read More Read More

Neil Bage (Twitter and LinkedIn) is highly-renowned in the fields of financial services and behavioral science for has ability to bridge scientific theory with real-world understanding, particularly when it comes to human behavior in light of financial health and well-being. He's the co-founder of Be-IQ, a multi-award winning behavioral insights company that focuses on providing research and tools on behavioral finance for financial advisors and planners around the world. As he puts it, his mission is to bring "behavior to life" for financial advisors. In this episode, we discuss: The "achilles heel" of our industry (Hint: it's not a lack of technical knowledge) Why the future of financial planning will have the human as the center piece Examples from hospitality, law, and therapy on how to wrap the human element around technical competency The importance of getting clients or prospects into a calm, peaceful state prior to a meeting and specific ways to do it When you should actually cancel and reschedule a meeting How naming and labeling emotions ignites trust and communication The story of an advisor who used the tools from Be-IQ to finally breakthrough to a client after 15 years The "Empathy Gap" - What it is and why you should be aware of it in every meeting What Neil calls the "transformational benefits" for advisors who bring behavior to life   For more information and resources discussed in this episode, visit: www.wiredplanning.com/episode6 To join a community of like-minded advisors and planners around the world looking for top-notch insights and information on how to leverage behavior, psychology, communication, and emotion to master the human side of money, visit Wired Planning. Follow Brendan: Twitter LinkedIn

In this, the opening episode, Bitesize Behaviour host, Neil Bage, introduces the Bitesize Behaviour podcast and explains what to expect from Series One.

In the final module of this 3-part series, Neil Bage, director of behavioural insights at BE-IQ, a UK-based fintech company, explores how a client’s financial planning decisions are impacted when invisible behavioural biases unconsciously interact with each other and what we as advisors can do to help them to make decisions that ultimately deliver financial wellbeing.

In episode 42 of the Growth Series podcast, Katie Pepper, External Communications Manager at Accord, is joined by Neil Bage, Director of Behavioural Insight at Be-IQ. Neil's career has led him on a fascinating journey. Originally starting as a P.E. teacher, today Neil is a specialist in human behaviour, focusing on how people make consumer decisions and measure risk. Five years ago, he founded Be-IQ and quickly built a strong reputation in the financial services industry. Together, Neil and Katie discuss the effects of the coronavirus pandemic on human behaviour and delve into how consumers can form biased opinions which affect their behaviour at this difficult time.

In module 2 of this 3-part series, Neil Bage, director of behavioural insights at BE-IQ, a UK-based fintech company, focuses on how we process information and our capacity for thinking

Neil Bage is a director of BE-IQ, a fintech company based in the UK that helps advisors to understand their clients. He’s a specialist on the sub-conscious behaviours that drive decisions and is renowned for bridging complex theory with real-world understanding, especially in relation to decisions that involve money.

Tune in to hear: - Ways investors can confront their fear of loss aversion when this fear holds them back - How financial professionals can have meaningful conversations with their clients about times of great market uncertainty and volatility, like what we are seeing as a result of coronavirus - Is there a such thing as too much communication with clients during times of uncertainty and unrest? - Coronavirus has allowed many people extra time to take stock of their lives and priorities - will this “great pause” shift the way our culture views money? - What role can technology play in mitigating loss and helping clients and advisors in a time like this? - Where investors should draw the line between what information is beneficial and what is extraneous, or harmful, in a time with so much data Neil Bage: Neil Bage is the co-founder of the award winning fintech Be-IQ. He is passionate about helping people make safe and informed choices and is a specialist on behavioral drivers of financial decisions. Neil is also the host of the Bitesize Behaviour Podcast. Brian Portnoy: Brian Portnoy is an expert at simplifying the complex world of money. In his two books, The Investor's Paradox and The Geometry of Wealth, he tackles the challenges of not only making better investment decisions but also how money figures in to a joyful life. He is currently the Director of Investment Education at Virtus Investment Partners and has spent the last 25 years as educator, investor, and strategist. He holds a doctorate from the University of Chicago and currently lives on the north side of Chicago with his wife and three children.

We all have behavioural biases that drive our values and guiding principles. These ultimately impact how we show up in the world and the decisions that we make. Neil Bage is a specialist on the sub-conscious behaviours that drive our decisions and how to bridge complex theory with real world understanding. He helps people understand what's going on inside their heads when they make decisions and is passionate about helping people make safe and informed financial decisions in particular. Neil joined me at a recent Virtual Retirement Café coffee morning and I would like to share our conversation with you on the podcast to help you navigate the current landscape and any decision making you are facing. Listen here on episode 080 of The Retirement Café Podcast.

Neil Bage of Be-IQ and I riff about our response to what's going on with the Coronavirus and markets and everything else. We cover why it's important to understand that we're human, how to manage our emotional response and the necessity of being able to talk things through with trusted friends.

Humans Under Management is an international conference focussed on better client outcomes for financial advisers.     This is a talk from one of our previous events. For more information on upcoming conferences visit: humansundermanagement.com

The conversations we have with ourselves around money are vital to our successful wealth-building. Today I'm bringing back repeat guest Neil Bage to go into this vital area of our financial journey.

How we behave around our money has far greater impact on our wealth-building than our investment decisions, or level of diversification and whether or not we use leverage. Today I welcome back my good friend Neil Bage, founder of Be-IQ (a behavioural insights company), to talk us through how we cope with the various influences over our behaviour.

In today's episode of the podcast I am speaking to Neil Bage, a behavioural finance expert. Neil is a multi-award winning Fintech founder, and founder of a company called Be-IQ Ltd, and Neils’ expertise is focusing on the subconscious, and bridging that complex theory with the real world.   You will learn;   Some of the differences between how men and women behave with money Behavioural biases The concept of anchoring The importance of investing vs saving Financial freedom and concept of loss aversion Understanding how we can avoid emotional decisions which can lead to financial losses Resources: Book in a complimentary call to discuss how financial coaching can help you move from financial overwhelm to confidence and control.  Join Catherine's Facebook Page and FREE Facebook Group My Website  My Online Courses - From Spender to Saver, Investing for beginners from £1 My YouTube Channel  Connect with me on Twitter, Instagram and Facebook  Find Neil on his Website  Follow Neil on Twitter My Beginners Investing course. Use code PODCAST25 for 25% off! Neil's recommendations App - Get Chip Herding/social compliance video Women are better investors - Fidelity Books Why We Sleep: The New Science of Sleep and Dreams - Matthew Walker Thinking, Fast and Slow - Daniel Kahneman  

Neil Bage - Behavioral Finance and FinTech This week, Dr. Crosby is joined by fellow behavioral finance geek Neil Bage, co-founder of the award winning fintech Be-IQ. Neil is passionate about helping people make safe and informed choices and is a specialist on behavioral drivers of financial decisions. In this episode, we explore the intersection of technology and psychology by discussing: How behavioral finance can move from diagnosing bias toward more practical solutions Whether education is sufficiently powerful to constrain bad investor behavior The recent critique of loss aversion in the Journal of Consumer Psychology Learn more about Neil: https://www.beiq.co.uk/ https://twitter.com/neilbage

The third episode in our three part series on investments. Chris, Dave and Producer Tommo answer listeners questions, offer great money saving #tightasstommo tips and we have another interview with Neil Bage. The interview looks at  risk profiling and understanding our approach to investment risk in order to make better investment decisions.

What are the sub-conscious behaviours that drive our financial decisions? My guest on the show today is Neil Bage. Neil is the Founder of multi-award winning Be-IQ. Working with leading Academics, Be-IQ is an entirely new model and approach to understanding a client’s risk personality, their financial capability, and their financial decision making. Neil works closely with some of the most influential financial brands in the world, and regularly features as a keynote speaker, focussing on the sub-conscious behaviours that drive our financial decisions. He is an expert at bridging complex theory with real-world understanding. Listen to this conversation if you want a better understanding of the factors that contribute towards your attitude, capacity and need for investment risk. Here’s my conversation with Neil Bage, founder of Be-IQ, in episode 306 of Informed Choice Radio.

Neil Bage from Be-IQ speaks to Martin for Festival Radio about risk profiler questionnaires, their limitations and a better approach. Neil is the Founder of multi-award winning Be-IQ. Working with leading Academics, Be-IQ is an entirely new model and approach to understanding a client’s risk personality, their financial capability, and their financial decision making. Neil works closely with some of the most influential financial brands in the world, and regularly features as a keynote speaker, focussing on the sub-conscious behaviours that drive our financial decisions. He is an expert at bridging complex theory with real-world understanding. @neilbage

Episode 21: Financial Capability with Neil Bage As always Chris is also joined by David, where they talk what they have been up to since the last episode, and discuss a new feature with Tip Of The Week from Tommo. Neil Bage talks about financial capability, looking at our behaviour and how it relates to [...]