MONEY Money Mammoth The Money Mammoth by Brad Klontz, Edward Horwitz and Ted Klontz, helps you get a handle on the tricks your mind plays when it comes to money. Central to the thesis of this useful book is the idea that our attitudes to money are based on a mix of...
TRANSITION Moving on, financially Forsaking your monthly pay cheque can be a nerve-wracking experience. Here are some steps to get you comfortable. In February 2020, four months before I was due to leave PwC to embark on a new portfolio life, markets started to fall...
TRANSITION Changing Gear Transitioning from your main career to a new phase of life is a major psychological challenge. Changing Gear, by Jan Hall and Jon Stokes, helps you prepare for what you may face. Life throws up a few major discontinuities. Being born, having...
TRANSITION Moving on, a year on Reflecting on the first year of my new life, more’s gone right than wrong. The key is preparation. On 30 June 2020 I shut down my laptop for the last time as a partner at PwC. It was a strange ending. No wistful final walk out of the...
INVESTMENT How to set an investment strategy A robust investment strategy has to be linked to your financial goals and, crucially, the extent to which they are flexible. Within the financial advisory industry, a key input into investment strategy is the risk attitude...
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