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26 May What is a safe withdrawal rate?

Posted at 14:33h in Financial planning, Goals, Investment, Lifestyle, Money values, Positivity
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One of the questions which concerns most investors is the rate at which they can safely draw on their portfolio...

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21 Apr Gift Aid

Posted at 17:05h in Education, Financial planning, Investment, Money values, Positivity
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Now that the 2021/22 tax year has ended, the clock starts ticking on completing our tax returns...

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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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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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03 Dec The Weekend Starts Here...

Posted at 17:35h in Behaviour, Investment, Joy, Money values, People
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The best of what I read, watched and listened to this week...

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29 Oct The Weekend Starts Here....

Posted at 17:36h in Behaviour, Coronavirus, Financial planning, Investment, Lifestyle, Money values, People, Risk, Travel
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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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09 Oct The Weekend Starts Here....

Posted at 10:00h in Behaviour, Clients, Coronavirus, Financial planning, Goals, Investment, Money values, People
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The best of what I read, watched and listened to this week...

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04 Jun It's The Economy, Stupid

Posted at 18:38h in Happiness, Leadership, Money values, People, Philosophy
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As far as GDP is concerned, the more unhealthy, mentally unstable, obese, and polluted your country and its citizens are the better, especially if that’s coupled with a high crime rate....

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01 Apr Maybe Now Is The Right Time?

Posted at 13:43h in Financial planning, Money values
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One thing the current Coronavirus pandemic has given us is more time. Maybe this is a good opportunity to think about what’s REALLY important to us. ...

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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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