Mar 22, 2023
Today we’re getting into Roger’s specialist subject - retirement planning - and how to simplify the approach to it so that you can make it as easy as possible.
Mar 15, 2023
As we haven’t covered financial behaviour in a while, it’s a good idea to revisit the subject, and in the process we’ll offer some advice on how to maintain a good attitude and posture towards your finances.
Mar 8, 2023
Insurance is part of the the foundation on which all wealth is built, so it’s important not only that we have the right insurance, but that have it set up as simply as possible.
Mar 1, 2023
I have a ten-point checklist for an annual financial review, but even that might seem a bit daunting, so how can we simplify the process of keeping on top of your finances? IN this episode, Roger and I do our best to help…
Feb 22, 2023
Today we’re continuing our season about Simplifying Everything and talking specifically about simplifying your investments. We certainly see a lot of complexity here when clients come to us. And while not everyone has a super-simple situation - sometimes complexity happens by accident - in almost every case, there’s...