QUARTERLY NEWSLETTERS

Hard Choices, Easy Life – April 2025

Welcome to the second edition of our quarterly newsletter!

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QUARTERLY NEWSLETTERS

Hard Choices, Easy Life – January 2025

Welcome to the first edition of our new quarterly newsletter!

Read More »

Second Lives Podcast: John Treharne, Founder of Gym Group

In this deeply honest interview, the founder of Gym Group talks about what motivated him to transition from a top squash player to a serial entrepreneur, and how having a purpose other than money drove him to set ambitious targets. Which qualities developed through playing sport at high level help you in business? As a business leader, how should you approach hiring? Can you maintain old friendships if you overtake your peers financially?

Link to the podcast

Second Lives Podcast: Simon Bullock, founder of Mulberry Bow

In the final episode of the Podcast series we have helped to curate, Second Lives, our founder Simon Bullock handpicks some of his favourite clips from the series and reflects on the lessons on money and life that the interviewees have shared. He also draws upon his experience of advising financially successful people over the past 27 years to speak to the importance of aligning your finances with your values, living your own life and why the traditional concept of ‘retirement’ is no longer relevant to most people.

Link to the podcast

Second Lives Podcast: Brian Portnoy, writer, investor and Chartered Financial Analyst

What is the difference between acting ‘rich’ and being genuinely wealthy? What are the four sources of sustained contentment and how can focusing on them help you achieve a meaningful life? How has our evolution as a species shaped human nature and what does it mean for financial planning? How can you tell you have enough money and why is it so hard to accept that you do?

Link to the podcast

Second Lives Podcast: Hector Garcia, author of the multimillion selling book “Ikigai”

What is the difference between the Western and Japanese approaches to retirement and why does it matter? What is “Ikigai” and could it gift you a longer lifespan? Why would anyone want to be part of a “Moai”?

Link to the podcast

Second Lives Podcast: Andrew Hallam, author of “Balance”

What are the four pillars of a contented life? What cars do rich people buy and what can it teach us about money and success? How can understanding such concepts as compounding and hedonic adaptation lead to better financial decisions? What is the shape of happiness and how can you avoid the happiness dip in middle life?

Link to the podcast