Advice to Avoid

What is the true cost of a pension?

and why might it be LESS than 'some' experts tell you?

Cappuccino Pension

What is the true cost of a pension?

and why might it be LESS than 'some' experts tell you?

So what is the true cost of a pension? It sounds like a simple question doesn’t it? But it’s seemingly impossible for some financial journalists to get to the bottom of it – as I summarised in this video So, let’s see how the Press and others might, inadvertently, mislead us about pensions… and ask if this…

Why you need to beware of goal obsession

and how it could literally kill you

Aircraft into storm

Why you need to beware of goal obsession

and how it could literally kill you

If you’re planning to travel by aeroplane again soon, you’ll be pleased to know that Aviation pilots are trained to avoid goal obsession. In this short Insight, I want to explore why you need to avoid goal obsession too – and why you need to be extra ‘wary’ of those around you who don’t.

Can you help spread betting Joe?

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

Joe and Naomi

Can you help spread betting Joe?

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

Updated following the tragic recent death of ‘day trader’ Alex Kearns. This Insight is aimed at helping anyone (like my fictional character Joe, in the story below) to understand the real and horrendous risks of spread betting before it’s too late. Please share with your friends.

What’s your life story, and how has it affected your attitude to money?

This emotionally moving exercise will help you find out.

What's your life story?

What’s your life story, and how has it affected your attitude to money?

This emotionally moving exercise will help you find out.

This Insight is for you if you’re aged between 25 and 65, and striving to achieve more in your life, but feel that your attitude to money might be holding you back. Here you’ll learn a proven and powerful exercise to discover how your unique life story might have affected your attitude to money, and how…

6 Investment questions to ask your adviser

And the stock answers you really must challenge

6 questions to ask PCC

6 Investment questions to ask your adviser

And the stock answers you really must challenge

In this Insight, I’ll share 6 essential questions for you to ask your adviser/wealth manager if you want to have a meaningful conversation about your investments. You can also use these questions when employing an adviser for the first time, or if you change your current one. There’s a lot of content in here: Time…

Why you need balanced views when investing

and where you can find more of those

Why you need balanced ideas on investment risk

Why you need balanced views when investing

and where you can find more of those

In this Insight, I’ll talk about where you might find more balanced views when investing your money in stock markets. The above video covers a lot of what’s in this Insight. So, if you prefer that format, watch that. Images in the video used under a Creative Commons License listed with attributions here

Change three words you use each day

and transform your productivity

Change three words to transform your life

Change three words you use each day

and transform your productivity

During these extraordinary times, it’s easy to feel pressured (by others or ourselves) to do more of those things that we think we ‘should’ be doing. But that way of thinking doesn’t really help us to ‘achieve more’ at the best of times and it certainly won’t help now. So, let’s explore a different (and…

A story about a banker and his standard deviations

and the lesson it offers on Investment Risk

No golden rules, Shaw

A story about a banker and his standard deviations

and the lesson it offers on Investment Risk

If you’ve not yet heard this true story of the Investment Banker and his standard deviations, read on. This ludicrous but funny story might just help you remember one thing about investment risk – and it’s this. The model that the ‘experts’ use is wrong!

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