Journal · page 4
Notes on money, borders & long-term thinking.
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8 Jul 2025
Is your plan duct-taped together?
I’ve had many conversations with clients and friends. A typical conversation, when it comes to their money, could look like, “I’m earning in dollars, my pension’s in pounds, my kids will probably go to university in...
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24 Jun 2025
Do you have enough?
“Enough” isn’t a number; it’s a mindset. In financial planning, there’s one word that keeps showing up. Not “retirement” or “yield” or “diversification.” No, the one that comes up most often, quietly, curiously, is...
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2 Jun 2025
More like storytelling (less like spreadsheets)
It started, as many good things do, by accident. One Tuesday morning, I posted a photo of our hens. Not for anything financial. Just a simple update from our little corner of France, a few clucking ladies scratching...
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19 May 2025
Freedom, finances, and the future we choose
When most people reach out for help with their finances, it’s rarely just about money. Yes, there’s usually a pension to sort out, an investment strategy to review, or a cross-border tax issue that’s keeping them up...
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12 May 2025
Your portfolio doesn’t need daily attention (but your life does)
The markets were all over the place a short while ago, and so were some people’s emotions. I saw the headlines. I saw the graphs. I saw the posts from clients wondering if they should move to cash or double down. But...
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23 Apr 2025
Time for a spring clean?
Following on from our previous blog, where I spoke about different seasons… let’s chat about spring cleaning and our finances. Moving countries might feel like starting fresh, but very often we see that there’s a...