Insights
Can you help (spread betting) Joe?
22nd August 2026Written 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 do YOU split the bar bill?
20th August 2026
How do YOU split the bar bill?
20th August 2026In this classic funny story, we learn the limits of (so-called) progressive tax systems. 10 guys go for beers
How much educational content is enough?
12th August 2026
How much educational content is enough?
12th August 2026This 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.
9th August 2026
How to build an awesome financial plan.
9th August 2026A 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?
9th August 2026
Why is financial planning a secret?
9th August 2026This 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…
What’s the point of financial planning?
9th August 2026
What’s the point of financial planning?
9th August 2026This is the second of three Insights in which we reveal the biggest secret in personal finance – how to design a great financial plan.
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