The Money:Mindshift podcast

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

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.