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HomeFinancial Planning

Posts tagged: Financial Planning

gilded cage

A gilded cage is not the answer, Liberty and Discovery

August 26, 2017
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

I remember, just after 9/11, listening to Clem Sunter speak about the choices that America had in response to the events that had just unfolded. Essentially, they had two choices, and the choice they made would define their future. The choices w

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inertia

Your greatest financial risk is not financial; it is physics!

July 21, 2017
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

Over the years as we have chatted to clients about financial planning we have settled down to the “big 5” risks that everyone faces and the resulting financial (and emotional) risks that they present to the person and their family. Simply put, these

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value-advice cropped

The value of advice?

June 1, 2017
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

Much has been written about the value of financial advice. There are many people who believe that financial planners offer little value for the fees charged while there are others who believe that the value financial planners add is very significant.

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2ceccb3d-onepagefinancialplanbook_07m0ap06s0am00f000

One page financial plan

May 22, 2017
by Gregg Sneddon EquitiesFeaturedFinancial Education

I have just finished reading this excellent book by Carl Richards... The One-page Financial Plan – some notes from the book: “The best financial plan has nothing to do with what the markets are doing, nothing to do with what your real estate ag

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clock_radio_alarm

Some things can be ignored

July 24, 2015
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

Following another bout of load-shedding I noticed that the clock on the clock-radio in our bedroom was flashing on and off (it needs to be reset each time the power goes off). I was too lazy to reset it (again) and decided to ignore it (maybe my wife

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deception

Deceivery Life

April 1, 2015
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

I just received an invitation to the Discovery Life financial planning summit…on opening the invitation I noticed a few things: The invite is for a financial planning summit The agenda is dominated by sales techniques – sure there are some othe

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