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Achieving more

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…

Can you solve the same birthday riddle?

and how could that help you in life?

4th August 2026 School children. Hands up. Paul Claireaux

Can you solve the same birthday riddle?

and how could that help you in life?

4th August 2026

A 5 to 10-minute read – depending on your speed. In our Insight on why financial planning is not common sense, we asked you to guess the answer to this same-birthday riddle. And if you’ve not yet read that Insight, start there.

Why financial planning is not common sense.

and why that's a good thing.

4th August 2026 Common Sense. Clear Simple and Wrong. Mencken.

Why financial planning is not common sense.

and why that's a good thing.

4th August 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…

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

4th August 2026 Four More Ways to Filter. Paul Claireaux

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

4th August 2026

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!

4th August 2026 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!

4th August 2026

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…

Should you pay for financial advice?

And if so, what's a reasonable price?

4th August 2026 Lost. New. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

4th August 2026

If you’re considering working with a financial coach, planner, or adviser and are concerned about the potential cost, this Insight is for you. This is a 10 to 20-minute read, depending on your speed. Yes, it’s quite a long read, but we believe everyone needs to understand the (various) answers to this question. After all,…

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

and how to overcome these blocks.

3rd August 2026 Lone Elephant. Paul Claireaux

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

and how to overcome these blocks.

3rd August 2026

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…

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