Insights
Should you pay for financial advice?
24th September 2024
Should you pay for financial advice?
24th September 2024If 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,…
20 ideas to help your teenagers achieve more
5th September 2024
20 ideas to help your teenagers achieve more
5th September 2024In this Insight, I’d like to share some ideas to help teenagers achieve more as they prepare for adult life. These are ideas I shared with my own, now adult, boys, some years ago.
How to build an awesome financial plan.
29th August 2024
How to build an awesome financial plan.
29th August 2024A 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…
Four more ways to choose good boxes for your money.
25th August 2024
Four more ways to choose good boxes for your money.
25th August 2024A 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.
The first two factors to consider when investing.
25th August 2024
The first two factors to consider when investing.
25th August 2024A 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…
Five (more) reasons we don’t talk about money
25th August 2024
Five (more) reasons we don’t talk about money
25th August 2024A 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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