Insights

Do you need to set goals?

Goals do you need them

Do you need to set goals?

Whether it’s on New Year’s eve, or any other day of the year, not everyone likes to set goals – and they’re not always necessary either! So, let’s take a balanced look at the pros and cons of having goals.

Is your mood being manipulated?

Jenny Shoo

Is your mood being manipulated?

In this extract from Chapter 1 of my book, ‘Who misleads YOU about money?’ we’ll learn how we’re tricked into spending all our money today. This matters because the result is our failure to save for our big, long term financial life goals – for ourselves and our loved ones.

Can you solve the same birthday riddle?

School children. Hands up. Paul Claireaux

Can you solve the same birthday riddle?

A 5 to 10-minute read – depending on your speed. In our Insight on why financial planning is not common sense, we asked you to guess the answer to this same-birthday riddle. And if you’ve not yet read that Insight, start there.

Four more ways to choose good boxes for your money.

FILTRATE Checklist. Points 5 to 8. Paul Claireaux

Four more ways to choose good boxes for your money.

A 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.

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.

Start with why but…

Start with why but...

Start with why but…

A great many business and marketing consultants have fallen in love with Simon Sinek and his book, ‘Start with why’… but not everyone is that keen on Sinek’s ideas, and here’s why!

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