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Achieving more

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

4th May 2024 FILTRATE Checklist. Points 5 to 8. Paul Claireaux

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

4th May 2024

A 6 to 12-minute read – depending on your speed This is the last of four Insights on how to choose the right boxes for your money. Here, we’ll complete our eight-point FILTRATE checklist – and so, equip you to assess any financial product (or strategy) that anyone could ever put to you.

Thinking about choosing boxes for your money?

Let's be clear, you don't start here!

4th May 2024 It pays to keep an open mind. Carl Sagan. Paul Claireaux

Thinking about choosing boxes for your money?

Let's be clear, you don't start here!

4th May 2024

A 10 to 20-minute read – depending on your speed This is the first of four Insights on how to choose the right boxes for your money. In this series, we’ll equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And this checklist will…

Why financial planning is not common sense.

and why that's a good thing.

2nd May 2024 Common Sense. Clear Simple and Wrong. Mencken.

Why financial planning is not common sense.

and why that's a good thing.

2nd May 2024

A 10 to 20-minute read – depending on your speed. Most of us look for common-sense answers to various questions in life. In this Insight, we’ll explore why that is often a bad idea, particularly when it comes to money. Of course, common-sense answers to simple questions can be helpful. But with complex questions (like…

Should you pay for financial advice?

And if so, what's a reasonable price?

27th April 2024 Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

27th April 2024

If you’re considering working with a financial coach, planner, or adviser and are concerned about the potential cost, this Insight is for you. This is a 10 to 20-minute read, depending on your speed. Yes, it’s quite a long read, but we believe everyone needs to understand the (various) answers to this question. After all,…

Five (more) reasons we don’t talk about money

and how to overcome these blocks.

23rd April 2024 Lone Elephant. Paul Claireaux

Five (more) reasons we don’t talk about money

and how to overcome these blocks.

23rd April 2024

This (10 to 20-minute read) is the second of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And, that’s most of us at times! Here, we’ll explore another five (of ten) reasons we might find it hard to talk about money, whether with close friends, family or a…

Five reasons we don’t talk about money.

And how to overcome them.

22nd April 2024 Elephant in the room.

Five reasons we don’t talk about money.

And how to overcome them.

22nd April 2024

This (10 to 20-minute read) is the first of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And that’s most of us from time to time! Here, we’ll explore the first five of ten reasons we might find it hard to talk about money with close friends, family, or…

What’s the cost of a go-to financial education library?

And how could you significantly reduce those costs?

10th March 2024 How hard can it be. Paul Claireaux

What’s the cost of a go-to financial education library?

And how could you significantly reduce those costs?

10th March 2024

This is the second of several insights on the potential benefits and costs/risks of putting financial education at the heart of your business. This series is for you if: You lead (or influence) a business offering financial planning, advice, coaching, products, or fund management. You want your firm to become (or hold its position as)…

Could a focus on financial education make you happier and more motivated for work?

And how could it make your clients and their families happier too?

11th January 2024 To lift yourself up. Booker T. Paul Claireaux

Could a focus on financial education make you happier and more motivated for work?

And how could it make your clients and their families happier too?

11th January 2024

A 10 to 20-minute read, depending on your speed. This is the first of several Insights on the benefits of putting financial education at the heart of your business. This series is for anyone leading (or influencing) a business offering financial planning, advice, coaching, products, or fund management. If that’s you, you’re in the right…

Can you solve the same birthday riddle?

and how could that help you in life?

6th January 2024 School children. Hands up. Paul Claireaux

Can you solve the same birthday riddle?

and how could that help you in life?

6th January 2024

A 5 to 10-minute read – depending on your speed. In our Insight on why financial planning is not common sense, we asked you to guess the answer to this same-birthday riddle. And if you’ve not yet read that Insight, start there.

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