Insights

Four ways to choose good boxes for your money

FILTRATE Checklist points 1 to 4. Paul Claireaux

Four ways to choose good boxes for your money

A 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…

How to build an awesome financial plan.

Seven Steps. Paul Claireaux

How to build an awesome financial plan.

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…

Seven questions to ask any content supplier

Grow with love. Paul Claireaux

Seven questions to ask any content supplier

This page is for YOU if you run a financial advice, planning or coaching firm and you use (or plan to use) licensable educational content in your business.

Five reasons we don’t talk about money.

Elephant in the room.

Five reasons we don’t talk about money.

A 10 to 20-minute read, depending on your speed. This is the first of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And that’s most of us from time to time! Here, we’ll explore the first five of ten reasons we might find it hard to talk about…

12 things to consider before you make a big change in direction

Decide on a new direction

12 things to consider before you make a big change in direction

If you plan to continue working for several years but are thinking about changing direction, this Insight is for you.

20 ideas to help your teenagers achieve more

20 ideas for teenagers

20 ideas to help your teenagers achieve more

In 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.