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Articles by Paul Claireaux

Why financial planning is not common sense.

and why that's a good thing.

24th January 2026 Common Sense. Clear Simple and Wrong. Mencken.

Why financial planning is not common sense.

and why that's a good thing.

24th January 2026

A 10 to 20-minute read – depending on your speed. Most of us look for common-sense answers to various questions in life. In this Insight, we’ll explore why that is often a bad idea, particularly when it comes to money. Of course, common-sense answers to simple questions can be helpful. But with complex questions (like…

Does your content need a good SCAN?

Is it working hard enough for your business?

3rd January 2026 Does your content need a SCAN. Paul Claireaux

Does your content need a good SCAN?

Is it working hard enough for your business?

3rd January 2026

On this page, you’ll learn about a valuable NEW content scanning service The service is designed primarily for financial planning/advice business owners offering educational Insights on Money (and Money Psychology) topics. However, it could also help you if you offer other professional services in this or other sectors. The aim is simple: to help you…

How to choose the right boxes for your money.

Introducing a checklist you'll never forget

25th November 2025 A checklist you'll never forget. Paul Claireaux

How to choose the right boxes for your money.

Introducing a checklist you'll never forget

25th November 2025

A 5 to 10-minute read – depending on your speed. This is the second of four Insights on how to choose the right boxes for your money. In this series, we’ll equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And we believe this…

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

25th November 2025 FILTRATE Checklist. Points 5 to 8. Paul Claireaux

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

25th November 2025

A 6 to 12-minute read – depending on your speed This is the last of four Insights on how to choose the right boxes for your money. Here, we’ll complete our eight-point FILTRATE checklist – and so, equip you to assess any financial product (or strategy) that anyone could ever put to you.

Thinking about choosing boxes for your money?

Let's be clear, you don't start here!

25th November 2025 It pays to keep an open mind. Carl Sagan. Paul Claireaux

Thinking about choosing boxes for your money?

Let's be clear, you don't start here!

25th November 2025

A 10 to 20-minute read – depending on your speed This is the first of four Insights on how to choose the right boxes for your money. In this series, we’ll equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And this checklist will…

Four ways to choose good boxes for your money

Exploring the first half of the FILTRATE checklist

25th November 2025 FILTRATE Checklist points 1 to 4. Paul Claireaux

Four ways to choose good boxes for your money

Exploring the first half of the FILTRATE checklist

25th November 2025

A 10 to 20-minute read – depending on your speed This is the third of four Insights on how to choose the right boxes for your money. Our aim in this series is to equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And…

Five reasons we don’t talk about money.

And how to overcome them.

4th November 2025 Elephant in the room.

Five reasons we don’t talk about money.

And how to overcome them.

4th November 2025

A 10 to 20-minute read, depending on your speed. This is the first of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And that’s most of us from time to time! Here, we’ll explore the first five of ten reasons we might find it hard to talk about…

Five (more) reasons we don’t talk about money

and how to overcome these blocks.

4th November 2025 Lone Elephant. Paul Claireaux

Five (more) reasons we don’t talk about money

and how to overcome these blocks.

4th November 2025

A 10 to 20-minute read, depending on your speed. This is the second of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And that’s most of us at times! Here, we’ll explore another five (of ten) reasons we might find it hard to talk about money, whether with…

Need more “BANGS” for your marketing bucks?

What if you could save 50% to 90% on your content marketing costs?

25th October 2025 Need more BANGS 3. Paul Claireaux

Need more “BANGS” for your marketing bucks?

What if you could save 50% to 90% on your content marketing costs?

25th October 2025

This is the third of three Insights for owners of financial planning and advice firms—on cutting your marketing costs.  If you’re building or enhancing your (consumer-facing) educational library, this Insight is definitely for you. This is a 15 to 20-minute read, depending on your speed. 

How could you build a great financial education program?

And what might your program cost?

18th October 2025 Marketing too hard and expensive. Paul Claireaux

How could you build a great financial education program?

And what might your program cost?

18th October 2025

In this series of three posts (for financial planners and advisers), I explore why great financial education programs can cost £200,000 or more over time. And I show you how to eliminate most of those costs—and the immense work these projects can demand of you. In the first short post, I explored the question of…

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