How to Restart Your Life and Get F.U. Money, with David Sawyer
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...
What to do when things go wrong, with Frank Supovitz
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...
How liquid is your investment portfolio?
Investment liquidity is a topic that's regularly on the mind of investors, more so recently with the high profile and ongoing suspension of Woodford Equity Income. But what is liquidity and why does it matter...
Keep on Squirrelling, with Gary Edwards
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...
We got it all wrong about the baby boomers
Five years ago, I produced a feature-length documentary, all about the post-war baby boomer generation entering retirement. As I carried out my research, and filmed interviews for this project, I came across a lot of...
Reinventing Power, Purpose, and Capitalism, with Joel Solomon
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",...
6 signs of true wealth
What are the signs of true wealth? After spending a few days this week staying in one of the most expensive places in the world, I've drawn up a list of six signs of true...
Better financial services communication, with Joe Craig
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...
THIS is why you need to work with a financial adviser
There's a great news story doing the rounds this week, about a chap who received a windfall of nearly £133,000 after a chance conversation with his financial adviser which led him to a state pension...
Navigating the gig economy, with Diane Mulcahy
The world of work is changing. Gone is the idea of a job for life. Instead, traditional employment is more uncertain than ever, leading a growing number of people to seek roles in the gig...
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