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17 Jun The Weekend Starts Here.....

Posted at 15:23h in Behaviour, Coronavirus, Financial planning, Goals, Happiness, Investment
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We recently binge-watched ‘Mare of Easttown’.  One of the best things I’ve watched all year, so if you haven’t seen it yet I’d highly recommend it.  I thought it was just me, but no, many others were left with the burning question ‘When, exactly, did...

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15 Apr The Weekend Starts Here....

Posted at 14:58h in Behaviour, Coronavirus, Financial planning, Happiness, Investment, Money values
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The best of what I read, watched and listened to this week...

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06 Apr Taking Your Foot Off The Brake

Posted at 11:41h in Clients, Family, Financial planning, Goals, Happiness, Lifestyle, People
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Central to the work we do with our clients is their lifetime cashflow.  Working collaboratively with them to create the cashflow, this incorporates all known, planned inflows and outflows throughout their lives.  ...

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01 Apr The Weekend Starts Here.....

Posted at 15:35h in Behaviour, Books, Clients, Evidence-based investing, Family, Financial planning, Goals, Happiness, Investment, Money values, Value
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The best of what I read, watched and listened to this week...

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10 Dec FIRE: A Few Things I've Learned Along The Way

Posted at 16:50h in Behaviour, Clients, Happiness, People
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Having seen so many people ‘cross the divide,’ I’m familiar with the issues that have cropped up and how stopping work has affected people, both positively and negatively....

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05 Nov The Weekend Starts Here...

Posted at 17:44h in Family, Financial planning, Happiness, Investment, Lifestyle, People
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The best of what I read, watched and listened to this week...

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15 Oct The Weekend Starts Here....

Posted at 17:32h in Books, Clients, Coronavirus, Family, Financial planning, Goals, Happiness, Lifestyle, Money values, People
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The best of what I read, watched and listened to this week...

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25 Sep The Weekend Starts Here.....

Posted at 12:16h in Behaviour, Clients, Coronavirus, Happiness, Investment, Lifestyle, People, Risk
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The best of what I read, watched and listened to this week...

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10 Jul The Weekend Starts Here....

Posted at 12:56h in Clients, Coronavirus, Happiness, Lifestyle, Risk, Travel
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The best of what I read, watched and listened to this week...

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19 Jun The Weekend Starts Here...

Posted at 13:47h in Behaviour, Clients, Coronavirus, Education, Family, Financial planning, Goals, Happiness, Investment
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The best of what I read, watched and listened to this week...

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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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Full Disclosure: Nothing on this site should ever be considered to be advice, research, or an invitation to buy or sell any securities or investment product. Please see my Legal Disclosures page for a full disclaimer.