£10,000 for a Coffee and Cake? The FCA’s Advice Review is a Farce

So, it turns out that grabbing a coffee and a slice of chocolate cake counts as an "advice review"—at least according to the FCA’s interim executive director of markets, Simon Walls. Yes, you read that right. That £10,000 ongoing adviser charge? As long as an adviser could show that some kind of review took place—no … Continue reading £10,000 for a Coffee and Cake? The FCA’s Advice Review is a Farce

Uncovering the Hero’s Journey: Joseph Campbell’s Guide to Resilience, Transformation, and Self-Discovery

Let’s explore Joseph Campbell, his transformative work on the Hero’s Journey, and how this timeless framework has inspired stories across Hollywood and Disney, offering a pathway of resilience and self-discovery. Who is Joseph Campbell? Joseph Campbell was an American professor, writer, and mythologist whose work focused on the common patterns that run through myths and … Continue reading Uncovering the Hero’s Journey: Joseph Campbell’s Guide to Resilience, Transformation, and Self-Discovery

From Redundancy to Resilience

Case Study: Mick Jackson's Human Capital Development Journey From Redundancy to Resilience: A New Chapter in Retirement Planning Mick Jackson, a 52-year-old office manager, finds himself at a crossroads when he receives a redundancy notice. For over a decade, Mick had thrived in his £60,000-a-year role, but advancements in technology rendered his team unnecessary, leaving … Continue reading From Redundancy to Resilience

Therapy for Your Wallet: Rick Kahler’s Guide to Financial Zen

https://youtu.be/fu1rz5Bvz7E?si=wtm5ppbLU8c6TEyF Alright folks, buckle up, because we're about to dive into the exhilarating world of "Financial Planning and Psychology with Rick Kahler" on the Balanced Advisor Podcast. Dr. Travis Perry, your host, introduces Rick Kahler, who is apparently the Beyoncé of blending financial planning with psychology. Rick’s one of the pioneers of financial therapy, a … Continue reading Therapy for Your Wallet: Rick Kahler’s Guide to Financial Zen