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Home > Articles by: Paul Claireaux

Articles by Paul Claireaux

Four retirement planning rules of thumb that mislead you

And a ‘rough’ guide to retirement that actually works.

22nd September 2026 Four rules of thumb that mislead you. Paul Claireaux

Four retirement planning rules of thumb that mislead you

And a ‘rough’ guide to retirement that actually works.

22nd September 2026

If you ask ten people how they plan to have enough money to stop or slow down from work, you’ll probably get several blank stares and a few tentative ‘Rules of Thumb’—which don’t actually work! This Insight is about exposing those Rules of Thumb for the ROT they are. And pointing you to a sound…

Can you help (spread betting) Joe?

Or any of your friends from getting sucked into this hideous gambling activity?

22nd August 2026 Joe and Naomi

Can you help (spread betting) Joe?

Or any of your friends from getting sucked into this hideous gambling activity?

22nd August 2026

Written for wannabe ‘day traders’ worldwide – whose lives are destroyed by spread betting and other gambling activity. This Insight aims to help anyone (like our fictional character Joe, here) to understand the real and horrendous risks of spread betting before it’s too late. Please share with your friends. How can this still be happening?

How much educational content is enough?

What do you need for success in content marketing?

12th August 2026 How much is enough. Paul Claireaux

How much educational content is enough?

What do you need for success in content marketing?

12th August 2026

This is the first of three posts for owners (and marketing managers) of financial planning and advice firms. In this series, you’ll learn why a great consumer-facing educational library could cost £100,000 to £200,000 over time. And I’ll show you exactly how to eliminate most of those costs and the work (for you) that typically goes…

How to build an awesome financial plan.

And map it out on one sheet of paper.

9th August 2026 Seven Steps. Paul Claireaux

How to build an awesome financial plan.

And map it out on one sheet of paper.

9th August 2026

A 10 to 20-minute read, depending on your speed. The shocking thing is that almost no one knows how to design a financial life plan. Yet, there’s a widely agreed-upon (and life-changing) approach to this challenge that can help you regardless of where you live, your age, or your level of wealth. So, in this…

Why is financial planning a secret?

And what could this mean for you - and your loved ones?

9th August 2026 Why is this a secret. Shocked. Paul Claireaux

Why is financial planning a secret?

And what could this mean for you - and your loved ones?

9th August 2026

This is the first of three Insights in which we’ll reveal the biggest secret in personal finance – how to design a great financial plan. Later in this series, we’ll outline the (widely agreed) financial planning process in seven (A.W.E.S.O.M.E.) steps that you can use regardless of your age, income, wealth or wherever you live…

The two most important factors to consider when investing

that you must never forget.

4th August 2026 Two most important factors for investing. Paul Claireaux

The two most important factors to consider when investing

that you must never forget.

4th August 2026

(a 7 to 10-minute read, depending on your speed) In this final (of three) Insights, you’ll learn the two most important factors to consider – when trying to decide what level of investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent and experienced)…

The first two factors to consider when investing.

that you must never forget.

4th August 2026 The first two factors to consider when investing. Paul Claireaux

The first two factors to consider when investing.

that you must never forget.

4th August 2026

A 5 to 10-minute read, depending on your speed In this second (of three) Insights, you’ll learn about the first two of four factors to consider when deciding what level of investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent and experienced) investors…

How much Investment risk is right for you?

Part one (of three): Sorting out the basics.

4th August 2026 When the tide goes out. Warren Buffett. Paul Claireaux

How much Investment risk is right for you?

Part one (of three): Sorting out the basics.

4th August 2026

A 5 to 10-minute read, depending on your speed. This is the first of three Insights to help you consider how much investment risk might be right for you – on each of your financial life goals. These Insights are written to help all investors (novice, recent and experienced) because we all need to ensure…

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