“It Feels Like Throwing Money Away” I spoke to a group of young business owners last week about tax-efficient ways to take money out of their businesses. Great conversation – but when pensions came up, a couple pushed back. *”It feels like I’m throwing money into a pot I’ll never see again.”* I get it. […]
View ArticleTwo client conversations today really stood out for me. The first was about a niece who had recently come into an inheritance. She’d used the money to buy a beautiful new home complete with turrets (!!), a grand spiral staircase, the works. What struck me wasn’t the house itself, but where the money had come […]
View ArticleI recently came across a quote by Derek Sivers: “If knowledge was enough, we would all be billionaires with six packs.” Most of us already know what we should be doing. You know you should spend less than we earn. You know you should invest for the future. You know you need to be […]
View ArticleHad a great conversation on the Adviser 3.0 podcast chatting with Abraham Okusanya in London recently. Here it is – enjoy 😃 What happens when someone who never planned to join the family business ends up leading it? In the latest episode of Adviser 3.0, host Abraham Okusanya sits down with David Gibson, Managing Director […]
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