I love books that swing for the fences. They almost always include things I disagree with. And they’re not the sort of books that will average 5 stars on Amazon. That’s how I’d describe...
* I use the term “futurologist” entirely tongue-in-cheek. In the spirit of taking a more positive approach to trying to predict the future, below are some of my predictions (and levels of confidence) relating...
“Plans are worthless, but planning is everything.” – Dwight D Eisenhower I believe that it’s important to plan. That should be obvious: after working in various roles, I’ve found my current calling as a...
Trying to predict the future is hard. And in some ways, it’s impossible. But it’s a valuable exercise. Because in “predicting” the future, we also increase the likelihood that we can shape it. Lately, I’ve...
(File under: Some terrible financial decisions can be great life decisions, and vice versa.) A few months ago, I took my family on a road trip around the South Island. We stayed in various...
How would you invest if you were 60 and had an investment portfolio of $5 million? And let’s say you enjoyed a lifestyle that costed, say, $100,000 per year, and didn’t have any desire...
I have clients worth tens of thousands of dollars, and clients worth tens of millions of dollars. I find it much easier to advise clients with millions rather than thousands. First up, I’ll admit...
“I’m not racist, or a Luddite, but…” If you want people to listen to what you have to say, a good gambit is to say “I’m not racist, but…”. The room will go quiet....
There are a number of terrific, Kiwi-based, personal finance forums online. For some breadcrumbs, look for Facebook groups inspired by Mr Money Mustache or The Barefoot Investor; check out the Personal Finance NZ subreddit; or Sorted’s...
When it comes to money, I’m a “set and forget” kind of guy. If you have a good investment strategy in place, you should be able to forget about it and focus on other...