Sep 27, 2019
The recent scandal over the Woodford funds included concern over why, when the fund was struggling, it was still on various platform buy lists. Here's why those lists have no relevance to your investing needs.
Sep 25, 2019
In the past couple of weeks we have looked at financial planning and introduced the timeline paradigm. Last week we looked at how to arrive at and work back from some goals to get a sense of what you need to do now to move towards those goals. Today, we need to move from goals to actions.
Sep 18, 2019
Last week we covered the basic premise of financial planning, introducing the concept of the timeline of your life. Today I want to build on that, and use that model to help us think about some goals.
Sep 13, 2019
Listener John asks what I would do with a major windfall - I mean REALLY major. That's an opportunity for some thinking...
Sep 11, 2019
This season of the MeaningfulMoney podcast is called Planning with Purpose and is designed for those well-established on their journey towards financial independence. But if we’re talking about planning, then we’d better define what we mean by that…