Posts by Jason McConkey

Are your money beliefs helping you make great financial decisions?

The beliefs you hold about money can have a huge effect on the financial decisions you make, but they aren’t set in stone. Discover why money beliefs are important and a simple exercise that could help you identify “self-limiting beliefs” that may be harmful.

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What the Back to the Future ripple effect could teach you about financial planning

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How to use an unexpected windfall to create long-term prosperity

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Key financial planning challenges couples face and how we could solve them

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Does money make us happy?

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4 reasons to remain calm amid market volatility and uncertainty

Global uncertainty means your investments and the wider market may be experiencing more volatility than usual. While it might be difficult to do so, remaining calm and focusing on your investment strategy is often a long-term approach that makes financial sense.

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How much do you need to be “wealthy”?

According to a survey, you need an annual income of £213,000 to be considered “wealthy”. While financial abundance is often associated with wealth, other areas of your life might contribute to a rich life too, so redefining how you think about wealth could be valuable.

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Why an effective financial plan might involve spending more

You might associate a financial plan with being more frugal. Yet, there are times when spending more could make sense, especially if it supports your goals and wellbeing. Find out why your financial plan could encourage you to increase your outgoings.

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Investment market update: March 2025

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Average Brit takes risk by delaying life insurance decision by 10 months

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The potential perils of accessing your pension at 55

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The financial wellbeing equation

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