personal finance

  1. 18 May 2023

    Articles I never published

    I'm taking a break from publishing on this blog — it might be permanent, I'm not sure. Before signing off, I thought I'd share some articles I wish I'd published: exit interview thoughts on Fairhaven…

  2. 3 March 2023

    Living in line with your values and priorities isn’t always easy

    One of the themes of this blog is the importance of aligning your decisions with your values and priorities. Sometimes, this isn't easy. Sometimes it's hard. 2022 was a pretty bad year for me, but des…

  3. 14 June 2019

    Stop complicating your financial affairs!

    Kiwi personal finance forums are full of smart people endlessly debating which fund or platform is "best". I get frustrated with those debates, because they're operating in shades of good. Get your as…

  4. 17 May 2019

    A financial plan should be based on YOUR circumstances, needs, and objectives

    When it comes to money, I'm a "set and forget" kind of guy — one sign of a good strategy is that you can leave it alone. What you should review, every so often or when life shifts, is whether the plan…

  5. 17 December 2018

    A curmudgeon reads The Barefoot Investor

    Scott Pape, aka The Barefoot Investor, has a cult-like following on both sides of the Tasman. I like his values — he bats for the consumer and calls out things most people in the financial services in…

  6. 5 May 2017

    “If money doesn’t make you happy then you probably aren’t spending it right”

    Money can buy happiness — we're just usually bad at spending it in ways that deliver. There's research identifying eight principles for spending in ways that actually make you happier: buy experiences…

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