What are the top legal issues is to consider as you get older? My guest on the podcast today has a particular interest in mental capacity law, elderly financial abuse matters, and the Court of...

Let's be honest; interest rates on cash savings are rubbish. Ever since the global financial crisis, when the Bank of England and other central banks slashed interest rates to prevent the world economy from going...

Are you happy? Is there more to life than this? What if there is another way? My guest today had something of a mid-life crisis shortly before his 40th birthday, quit his job, read a...

It's entirely reasonable to assume that things will go wrong from time to time. Things will go wrong in your life, your business, and within your investment portfolio. When a crisis lands, what matters most...

I'm passionate about financial education. As father to three school age children and husband to a primary school teacher, I get to see this subject from the parenting and teaching perspective. My guest today is...

By the year 2050, $50 trillion will change hands in North America in the largest generational wealth transfer ever. It will remake the world and be the biggest money-making opportunity in history. "Business as usual",...

The world of retail financial services is notorious for its poor communication, especially in written form. Communicating complex topics, such as pensions, can be challenging. When wrapped up with regulatory requirements, that communication can be...