Mar 30, 2018
When advising my clients who are either retired or shortly to be retired, I use a concept called the rule of thirds to help them think about how to spend, invest and give away their money.
Mar 28, 2018
As you can imagine, financial education is a subject close to my heart. It is, in fact, the very reason for the existence of MeaningfulMoney. So when a good friend of mine suggested I chat to Erik Porter of The Money Charity, a body dedicated to financial education, I couldn’t really pass up the chance.
Mar 23, 2018
Risk-flex is the name I give to the process of adjusting the amount of risk you take with your investments according to the timescale you are investing over. In this Five Minute Friday video I give some examples of how it works
Mar 21, 2018
As you know, I started MeaningfulMoney to give you everything you need to know and everything you need to do to secure your financial future. But long-time listeners will also know that I am an advocate for professional financial advice when necessary. But how can you know that the adviser you’re thinking about...
Mar 16, 2018
In the first ever Five Minute Friday, I answer a question about the security of assets when held on platforms.