Could having a financial planning side hussle help with the succession of independent financial advice firms?

Having a financial planning-only side hustle could indeed offer a lifeline for the succession of independent financial firms, especially in the context of the challenges highlighted by Warren Ingram from Galileo Capital. Let’s explore the potential benefits: Diversification of Revenue Streams: A side hustle in financial planning, distinct from the core advisory services of a … Continue reading Could having a financial planning side hussle help with the succession of independent financial advice firms? →

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 →

The Evolving Concept of Retirement: Work as a Continuous Journey

The balance between continuing productive work and enjoying the leisure and freedom retirement offers. The traditional retirement model, synonymous with a life of leisure following decades of work, is undergoing a significant transformation. An increasing number of individuals are considering a blend of work and leisure as they enter what was once seen as the … Continue reading The Evolving Concept of Retirement: Work as a Continuous Journey →

Finding Financial Freedom: Strategies for Extra Cash in Challenging Times

One in five Britons are preparing for a year without disposable income, which is a sign of the ongoing cost-of-living crisis, according to a recent study by Quilter, which sheds light on a worrying reality in an era of financial uncertainty. This alarming trend is most pronounced among those over 50, nearly half of whom … Continue reading Finding Financial Freedom: Strategies for Extra Cash in Challenging Times →