Wealth With Sophia
Cover Greater financial well-being can improve mental and physical wellness and thereby overall health
Wealth With Sophia

Financial well-being is crucial to physical and mental well-being. This Wealth With Sophia columns looks at the impact of financial stress on overall health and shares some of the ways we can improve our financial wellness

In today's fast-paced world, we often separate different areas of our lives, failing to recognise the important connections between them.

One crucial connection is the relationship between financial well-being and our overall health. Here, we look at how financial stability contributes to both physical and mental well-being and how we can ensure that our financial wellness contributes to a full circle of health that can significantly improve our quality of life.

See also: Wealth With Sophia: How to navigate money matters and build healthy financial habits for stronger relationships

What is financial well-being?

Research shows that poor financial well-being is linked to increased stress, anxiety and even physical health issues. On the other hand, feeling financially stable and in control of one's finances can contribute to improved overall wellness.

A PwC report showed that nearly 60 percent of employees with access to a financial wellness programme reported improved mental and emotional well-being. This also translated into less stress in their family relationships and greater overall satisfaction with the job and their personal lives.

Key elements of financial well-being include having a budget and sticking to it, building up emergency savings for unexpected expenses, paying bills on time and avoiding excessive debt, planning and saving for long-term goals like retirement, and feeling confident in one's ability to manage money. This all leads to a sense of financial security and control.

How can greater financial well-being improve mental and physical health?

Financial stress is one of the main determining factors in overall personal well-being according to research. In particular for women, the gender pay gap and gender investing gap result in women earning less, living longer and retiring with less money, which can add to financial insecurity. Improving financial wellness can have a positive impact in the following areas:

  • Reduced anxiety: Financial insecurity is a significant contributor to anxiety and depression. The constant worry about paying bills, managing debt or planning for the future can take a severe toll on our mental health. By achieving financial stability, we can reduce daily stress and improve our overall mood and outlook on life.
  • Improved relationships: Financial stress often strains personal relationships, particularly with partners and family members. When we're financially stable, we can reduce conflicts over money and build stronger, more supportive relationships. These improved relationships contribute significantly to our mental well-being, creating a supportive environment that further enhances our financial and physical health.
  • Physical health: Financial stress is a silent killer that can wreak havoc on our physical health. When we're constantly worried about making ends meet or drowning in debt, our bodies respond by releasing stress hormones like cortisol. By achieving financial stability, we can significantly reduce this stress, allowing our bodies to function optimally and maintain better overall health.
  • Healthier lifestyle choices: Financial stability often correlates with the ability to make healthier lifestyle choices. When we're not constantly worried about money, we can make better choices that contribute to better physical health, creating a positive feedback loop that further enhances our financial well-being.

How to achieve financial well-being

This requires commitment to some financial fundamentals, including:

  • Develop a healthy money mindset: It all starts with our money mindset. We need to understand our own relationship with money so that we can uncover the blind spots that may be preventing us from creating wealth. Unhelpful money myths that we might cling to could include those we have picked up from our families, our environment or the media we consume. Let’s remind ourselves that we are all capable of wealth creation, and it starts with creating a healthy money mindset through education and cultivating good money habits.
  • Understand the importance of saving and investing: Savings are your safety net, your ticket to financial security. It's about preparing for the unexpected and having the freedom to pursue your dreams. Whether it's an emergency fund or a dream vacation, saving gives you the power of choice. Saving also gives you the ability to invest your hard-earned cash to build the life you want and take advantage of achieving long-term returns through compounding. Investing is key to making sure that we can enjoy our lives, achieve our dreams and enjoy a comfortable retirement.
  • Ensure clear communication: Financial well-being also means ensuring that we are maintaining clear and open communication with our life partners. Open communication with your partner about finances builds trust and strengthens your bond. It's not just about sharing expenses; it's about co-creating a future together. Remember, you're a team, supporting each other's dreams and aspirations.
  • Prioritise yourself: Never forget to prioritise yourself. Investing in your skills, education and passions is not selfish; it's self-care. When you invest in yourself, you're investing in a future filled with confidence, independence and endless possibilities.
  • Undertake financial planning for children: Planning for children is a significant aspect of financial well-being. From education to healthcare, having a financial plan ensures a stable environment for your children to thrive. It's an investment in their future, providing opportunities that empower them to reach their fullest potential.
  • Start early: Research from the University of Cambridge shows that our approach to money is largely set by the age of seven. Nurturing a healthy relationship with financial matters from a young age can help children focus on their overall well-being and open up a range of life opportunities, rather than becoming overly fixated on just meeting their immediate financial needs.

Remember, your financial well-being matters, and you have the power to shape your life. Financial well-being is not just about having money in the bank—it's a crucial component of our overall health and well-being. Keep learning, stay confident and never underestimate the impact you can make in your life and the lives of others. Here's to your financial freedom and a future filled with boundless opportunities. 

Nicole is a co-founder of Sophia. She is also the founder of Next Chapter Raise, Asia’s leading financial education platform for female founders. Nicole is a frequent guest on The Money Makers podcast, which interviews inspiring women in finance and female founders, and co-host of Raise the Bar podcast, which interviews female investors and founders.

This article is part of Front & Female’s Wealth With Sophia series, a collaboration with Sophia, a financial education platform built by women for women, to open up the conversation about money and help drive female financial literacy. The online series covers all things money and investing to enable women to gain the confidence to take control of their wealth creation.

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