Insights
Why financial planning is not common sense.
24th January 2026A 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?
3rd January 2026
Does your content need a good SCAN?
3rd January 2026On 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.
25th November 2025
How to choose the right boxes for your money.
25th November 2025A 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.
25th November 2025
Four more ways to choose good boxes for your money.
25th November 2025A 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?
25th November 2025
Thinking about choosing boxes for your money?
25th November 2025A 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
25th November 2025
Four ways to choose good boxes for your money
25th November 2025A 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…
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