Questions Asked Question 1 Hi Pete & Roger, Thanks for all your helpful and easy to understand information. I have
Finish Well
How to Spot a Good or Bad Financial Adviser
Everything You Need To Know – life vs product – listens vs talks – behaviour vs numbers – clear vs
If your financial adviser does this.. run away
If your financial adviser is pressuring you, hiding fees or promising guaranteed returns… it’s time to walk away. In this
Listener Questions – Episode 39
Questions Asked Question 1 Hi Pete and Roger, I’m 29 and working towards Coast FIRE within the next 2–3 years
Don’t Trust the Hype: How Finfluencers and AI Can Wreck Your Wealth
Are financial influencers leading you astray? In this video, I expose the dangers of trusting unregulated ‘finfluencers’ and AI tools
Becoming A Financial Adviser – Part Two: The Soft Stuff
– Why Financial Planning Is Not About Money – Planning vs Product – The Core Human Skills of Great Advisers
From Early Retirement to State Pension: A Safe Bridge Strategy
In this video, I explain how to think about bridging the gap between early retirement and the State pension kicking
Becoming A Financial Adviser – Part One: The Hard Stuff
– What People Think Financial Advisers Do (and Why That’s Incomplete) – The Structure of a Modern Advice Firm –
Listener Questions – Episode 38
Questions Asked Question 1 Hello to Roger and his trusty sidekick Pete, Hi Roger and Pete, Long time listener, first









