Articles by Paul Claireaux

What’s the cost of a go-to financial education library?

And how could you significantly reduce those costs?

How hard can it be to create a financial education library. Paul Claireaux

What’s the cost of a go-to financial education library?

And how could you significantly reduce those costs?

This is the second of several insights on the potential benefits and costs/risks of putting financial education at the heart of your business. This series is for you if: You lead (or influence) a business offering financial planning, advice, coaching, products, or fund management. You want your firm to become (or hold its position as)…

Could a focus on financial education make you happier, and more motivated at work?

And how could it make your clients and their families happier too?

Booker T. Lift up someone else. Paul Claireaux

Could a focus on financial education make you happier, and more motivated at work?

And how could it make your clients and their families happier too?

A 10 to 20-minute read, depending on your speed. This is the first of several Insights on the benefits of putting financial education at the heart of your business. This series is for anyone leading (or influencing) a business offering financial planning, advice, coaching, products, or fund management. If that’s you, you’re in the right…

Why financial planning is not common sense

And why that’s a good thing!

Mencken. Clear, simple and wrong. Paul Claireaux

Why financial planning is not common sense

And why that’s a good thing!

A 10 to 15-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. Common-sense answers to common and simple questions are helpful. But with complex questions (like making…

Four ways to choose good boxes for your money

Exploring the first half of the FILTRATE checklist

FILTRATE checklist. 1 to 4. Paul Claireaux

Four ways to choose good boxes for your money

Exploring the first half of the FILTRATE checklist

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…

How to choose the right boxes for your money.

Introducing a checklist you'll never forget

Never forget this checklist. Paul Claireaux

How to choose the right boxes for your money.

Introducing a checklist you'll never forget

A 6 to 12 -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…

Thinking about choosing boxes for your money?

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

Sagan. Keep an open mind. Paul Claireaux

Thinking about choosing boxes for your money?

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

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 more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

FILTRATE Checklist 5-8. Paul Claireaux

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

A 7 to 15-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.

Who might be happy after a stock market crash?

and who might be seriously upset?

Who might be happy after a stock market crash?

and who might be seriously upset?

A 10 to 15-minute read – depending on your speed. By the end of this Insight (for investors of all ages), you’ll understand more than most people about this critically important paradox of investing. In short, you’ll know why stock market crashes can (simultaneously) be good news for some people and miserable for others! We…

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

and how to overcome these blocks

Lone Elephant. Paul Claireaux

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

and how to overcome these blocks

This (5 to 10-minute read) is the second of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And, let’s be honest, that’s most of us from time to time! Here, we’ll explore another five (of ten) reasons we might find it hard to talk about money, whether with…