Blog

Explore all my writing on the six financial freedom factors. You can subscribe to my articles, new thinking and webinar invites at the bottom of any page.

Moving on, financially

Moving on, financially

Forsaking your monthly pay cheque can be a nerve-wracking experience. Here are some steps to get you comfortable.
Changing Gear

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.
Moving on, a year on

Moving on, a year on

Reflecting on the first year of my new life, more’s gone right than wrong. The key is preparation.
What returns can I expect?

What returns can I expect?

Forecasting returns is a seemingly impossible yet essential part of financial planning. We have at least to try, while recognising the uncertainty in any attempt we make.
How to set an investment strategy

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.
Stocks for the Long Run

Stocks for the Long Run

My review of Stocks for the Long Run by Jeremy Siegel. This classic text by an esteemed Wharton professor makes the case powerfully for investing in equities.
10 thoughts on risk

10 thoughts on risk

Thinking about risk in investment strategy means going beyond the simplistic notions of risk attitude questionnaires.
Investing Demystified

Investing Demystified

My review of Investing Demystified by Lars Kroijer. This book by the former hedge fund manager is a good summary of the basics of investment, including how to avoid the fees he used to charge.
In praise of annuities

In praise of annuities

This much-maligned product should remain a centrepiece of retirement planning.
Beyond The 4% Rule

Beyond The 4% Rule

My review of Beyond The 4% Rule by Abraham Okusanya. This retirement expert makes a good case for portfolio drawdown strategies, but underplays the value of annuities.

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