Are you a personal or professional financial planner seeking to develop holistic financial plans? If so, the Academy of Life Planning’s weekly newsletter, "The Weekly Waffle," is tailored just for you. Unlike traditional financial advisers, our target audience comprises empowered, autonomous planners of tomorrow who prioritise client empowerment and financial literacy over mere delegation. Why … Continue reading Discover “The Weekly Waffle” – Your Gateway to Empowered Financial Planning
Tag: money
“Take Control of Your Financial Future with HapNav”
HapNav is the world's first end-user financial planning app integrated with Open Banking, designed to empower Gen XYZs to take control of their finances without relying on distrusted intermediaries. Priced affordably at just £6.99 per month, HapNav offers an accessible, user-friendly solution to manage your financial journey from wisdom to security, freedom, and beyond. Why … Continue reading “Take Control of Your Financial Future with HapNav”
Retire from Work You Dislike, Not from Meaningful Projects You Love
Recent research from Medius reported in FT Adviser has highlighted a significant trend within the financial sector: almost three quarters (72 per cent) of finance professionals in the UK are actively seeking jobs outside their current field. Moreover, 75 per cent would not recommend a career in finance to Generation Z, attributing this sentiment to … Continue reading Retire from Work You Dislike, Not from Meaningful Projects You Love
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
From Deficit to Surplus: How Holistic Financial Planning Transformed Tom’s Estate
A case study comparing intermediation and holistic financial planning. Introduction In this case study, we explore the financial journey of Tom, a 40-year-old individual planning his estate until the age of 90. We'll evaluate his current financial status, project his savings and expenditures up to his retirement at 65, and extend this projection until his … Continue reading From Deficit to Surplus: How Holistic Financial Planning Transformed Tom’s Estate
100 Ways to Generate Extra Income: A Lifeline for 35-49-Year-Olds Facing Financial Crisis
The 'rainy day' we save for is here for 1 in 5 old millennials and young generation X. The ‘rainy day’ that people often talk about saving for is here for many. With a large number of households having little to no savings, it’s crucial to find alternative ways to boost your finances. Research by … Continue reading 100 Ways to Generate Extra Income: A Lifeline for 35-49-Year-Olds Facing Financial Crisis
Happy Financial Advisers: Optimal Asset Strategies for Retiring From Regulated
Let me show you the tools of Holistic Financial Planning and apply them to a Financial Intermediary as a client. The Master Framework is called the GAME Plan; Goals and Actions Means Execution. There are planning frameworks within the framework. For simplicity, we joined the conversation at M for Means. Here, we have the adviser's … Continue reading Happy Financial Advisers: Optimal Asset Strategies for Retiring From Regulated
Beyond Wealth: Embracing Self-Transcendence in Financial Planning
In the realm of financial planning, the concept of self-transcendence offers a transformative perspective, extending beyond the traditional focus on wealth accumulation to encompass a holistic view of well-being. This article explores the importance of self-transcendence in financial planning, drawing upon empirical evidence and theoretical insights. Self-Transcendence: A Brief Overview Self-transcendence represents the highest level … Continue reading Beyond Wealth: Embracing Self-Transcendence in Financial Planning
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