The final two things I want to talk about are paying off your mortgage before the end of the term,
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Financial Success Checklist: ISAs and Portfolios
You need to have a pot for your savings, so let’s explore the options. Start an S&S ISA But you
Financial Success Checklist: Insurance, Wills and Pensions
You need to have decent insurance in case things go wrong. Badly wrong. Build a Foundation of Insurance In my
Financial Success Checklist: Introduction
When I wrote the MeaningfulMoney Handbook in 2018 (get it at petesbook.com) I wanted it to be the one book
Financial Decisions Checkist: Wait, Take Action or Review
Just a couple of other things to bear in mind to round off this series. Wait I’m in danger of
Financial Decisions Checklist: Alternative Viewpoints
We’ll inevitably overlay our own predisposition towards any decision. We are who we are because of countless previous decisions we’ve
Financial Decisions Checklist: Ignore Your Gut
There are two approaches to complex decision-making that you should avoid at all costs. Ignore Your Gut and Avoid Spreadsheets
Financial Decisions Checklist: Introduction
Over the past 11 years or so, I’ve spent countless hours putting out information to help people make their own
Financial Advice Checklist: Gather Your Information
It’s definitely worth having your information ducks in a row when you come to have a first meeting. You want
