May 26, 2021
In my 20-odd year career as a financial planner, I have worked with many bereaved clients who have lost spouses, partners, parents and other loved ones. Obviously, the emotional impact is profound, but this is often compounded by the additional pressure of having to go through someone’s financial and other affairs to...
May 19, 2021
When I wrote the MeaningfulMoney Handbook in 2018, I wanted it to be the one book that most people would need to go from zero to hero with their personal finances. It was designed for anyone to be able to work through and to begin taking control. Today’s checklist aims to condense the message of the book into less...
May 12, 2021
Today I want to give you a framework for decision-making. Obviously the context will be financial decisions, but today’s checklist will also serve in pretty much any area of life where you have big decisions to make.
May 5, 2021
As you know, I’m a big proponent of equipping people to make their own financial decisions, believing that anyone, with a bit of encouragement and know-how, can do most of their own financial planning. But there are occasions when seeking professional advice makes sense. Today, I’m going to give you a checklist for...