Why Senneca (the Ancient Stoic) would have been a fan of modern-day downsizing in retirement and the 5 things you should consider about where you live when thinking about What Happens Next

If you’re watching this in the UK you’re likely to be familiar with the phrase… “Our home is our castle” It’s a phrase used, particularly in England, for hundreds of years and reflects the fact we really care about the work, time, effort and energy which goes into both buying and maintaining the places we […]

“Gifting with a warm hand, not a cold hand” – The one Stoic principle you should adopt when thinking about your financial plan today

I have a lot of conversations about the subject of inheritance. Often when I’m having conversations with my clients often part of their aspirations is to give money away on their death to help their kids or grandkids.  But here’s the thing. The UK budget in October 2024 has increased the number of assets which now are included as part of the calculation for the purposes of […]

Why loneliness is the ultimate unspoken retirement danger and what the Epicureans can tell us about tackling it.

Loneliness isn’t just a feeling – it’s a health risk. In fact, according to research popularised by the US Surgeon general Vivek Murphy, chronic loneliness in retirement is equal to smoking 15 cigarettes per day.  Yet over 1.4 million older adults in the UK report feeling lonely quite often with an additional 1.9 million often feeling ‘ignored and invisible’ in their daily lives.  The data […]

The reason why spending time with younger people is important… and the 4 simple actions you can take today to make it happen!

When I think back to how different my grandad and dad’s lives were and are to mine and look forward to how my kids see the world I often wonder whether we live so fundamentally different lives there’s nothing we can learn from, or teach to the future generations.  But then I realise that whilst some elements of our lives are moving […]

The challenge with individualism and why kindness might be the key to greater levels of wellbeing in our lives

We’re bombarded from all sources with people telling us that our success in life is all about how financially wealthy we are and there’s no denying that having enough money not to worry about money is an important part of our wellbeing puzzle… but what if I told you that, despite what we’re told, one of the undiscussed secrets to happiness is […]