Podcast Episodes
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Why Long Term Investors Must Understand Mean Reversion
I try my best to avoid financial jargon, but "mean reversion" is one piece of jargon well worth being acquainted with.
The "mean" is just a fancy way…
2 years, 10 months ago
Financial Modelling and Scenario Analysis with Jacob Kettler
This week we're talking all things financial modeling with Jacob Kettler from Intelliflo.
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2 years, 10 months ago
Alternatives to Retiring Early
Often when I ask new clients when they would like to be able to retire the answer is "tomorrow", with a smile and a chuckle.
Retiring as early as po…
2 years, 11 months ago
Strategies for Achieving Career Change Success
This week we're talking career change. For many of the clients that we work with, the choice being pursued is a career change, usually because the jo…
2 years, 11 months ago
What is Luxury?
I came across a great story recently that got me thinking. A successful woman in her 50s observed that several of her younger colleagues at work, all…
2 years, 11 months ago
5 Strategies to Achieve Financial Independence in your 40's and 50s
The focus of our podcast is to help you gain choice through the achievement of what I've called Financial Autonomy. A very close cousin of the idea o…
2 years, 11 months ago
4 Ways Higher Interest Rates Impact Your Share Portfolio
You'd have to have been living on a deserted island for the last 18 months to not know that interest rates have been on the rise. Central banks aroun…
3 years ago
Navigating Decision-Making: A Guide to Managing Choice
If you've listened to a few of these podcasts, or read our weekly email, you will know that our core theme is helping you Gain Choice in life. Today…
3 years ago
6 Core Personal Finance Concepts
This week we're going to look at 6 core personal finance concepts. These are concepts that it's easy for those of us working in the space to assume e…
3 years ago
Solving the Asset Rich, Cash Poor problem at retirement
Given the large increases seen in property values in recent decades, combined with more and more of us living well into our 90s, the problem of being…
3 years ago