Aug 23, 2019
In this episode of the podcast, I'm talking about a bunch of self-entitled, fortunate, some would say selfish people. That's right, we're discussing the post-war baby boomers. But the data I'm looking at doesn't back up a lot of the popular narrative we hear about this generation. In fact, stay tuned to discover why we...
Aug 19, 2019
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", founded on exploitation and environmental ruin, is over.
Climate catastrophe, reactionary politics, and...
Aug 16, 2019
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 wealth, that go beyond the material and conspicuous. This isn't about big houses, fast cars and flashy watches, but real signs of wealth and prosperity.
Aug 12, 2019
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 confusing and lead to poor outcomes for consumers.
My guest in this...
Aug 9, 2019
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 pot he didn't know existed.
In this episode, why working with a financial adviser can lead to unexpected riches - or at...