The Evidence-Based Investor

TEBI podcast 52: Simon Bullock on life, the universe and money goals

In the 12th of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow talks to Simon Bullock, founder of Mulberry Bow, the chartered financial planning firm that has supported the series. They look back at Simon’s favourite clips from the previous 11 episodes. Jonathan also talks to Simon about his own milestones in life and business, including his change of heart about life and work in his late twenties, and what it’s been like to set up a successful business and run it from France.This podcast series has been developed with financial planning firm Mulberry Bow. Based in London, they offer a highly personalised service to around 150 individuals and families. Robin Powell and Jonathan Hollow are very grateful for their enthusiastic support for "Second Lives”.Mulberry Bow: https://www.mulberrybow.com/Jonathan Hollow and Robin Powell's book "How To Fund The Life You Want": http://tinyurl.com/how2fund --

TEBI podcast 51: Helen Arthur on art as a new rural lifestyle

In the 11th of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow talks to a self-trained artist who has made a mid-life new life for herself on the Welsh borders.Many people dream of painting for a living, but Helen Arthur has made it happen. She describes her success as modest financially, but she is highly focused on her own artistic goals, and on those terms she has achieved contentment alongside success. She is fascinatingly articulate about how she pursues those goals, and how she's moved from a place of safety to artistic experimentation, always seeking new ways to capture the glories of the Welsh landscape that looms outside her house.This podcast series has been developed with financial planning firm Mulberry Bow. Based in London, they offer a highly personalised service to around 150 individuals and families. Robin Powell and Jonathan Hollow are very grateful for their enthusiastic support for "Second Lives”.Helen’s website: https://www.helenarthur.art/ —Helen’s “Kitchen Table Creatives” newsletter: https://kitchentablecreatives.substack.com/ --Mulberry Bow financial planners: https://mulberrybow.com/ —Jonathan Hollow and Robin Powell's book "How To Fund The Life You Want": http://tinyurl.com/how2fund --

TEBI podcast 50: Charlotte Lockhart on a revolution in work-life balance

In the 10th of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow talks to one of the global founders of the 4-day week movement, Charlotte Lockhart.What if we could continue in our current jobs, and have 50% more free time to pursue our other passions, every single week? That's Charlotte's vision.She has a fascinating story. She more or less fell into the role of being a global spokesperson and influencer about the idea of a better work-life balance – because she and her partner tried this approach in the business they built and own: and it worked! The global interest was so immense, they felt they had a duty and an opportunity to spread the evidence and the methods they tried across the world. And businesses all over the world are now experimenting with the evidence and methods provided by her organisation, 4-Day Week Global.Charlotte talks frankly about the generational change that she feels is driving this movement, and what it’s been like to face this moment of opportunity at the same time as as a diagnosis of cancer. Her energy is simply inspirational.This podcast series has been developed with financial planning firm Mulberry Bow. Based in London, they offer a highly personalised service to around 150 individuals and families. Robin Powell and Jonathan Hollow are very grateful for their enthusiastic support for "Second Lives”.Mulberry Bow financial planners: https://mulberrybow.com/ —4-Day-Week Global: https://www.4dayweek.com/ —4-Day-Week Global’s evidence base: https://www.4dayweek.com/research --Jonathan Hollow and Robin Powell's book "How To Fund The Life You Want": http://tinyurl.com/how2fund --

TEBI podcast 49: Scott Moorhouse on life before and after his Paralympic dream

In the ninth of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow interviews former Paralympian, and chartered financial planner and wealth manager, Scott Moorhouse.Scott provides an astute explanation of how he learned to throw the javelin throwing at a world-class level. He shares insights from his personal journey, starting from losing a leg at six weeks old to participating in the 2012 London Paralympics. The discussion covers Scott's post-Paralympic life, exploring his transition to the financial services industry to work at Mulberry Bow. Drawing on his experiences, Scott discusses the significance of deliberate planning and adaptability in navigating life's uncertainties. The conversation also touches on the language surrounding disability and the impact of personal stories on changing perspectives.This podcast series has been developed with financial planning firm Mulberry Bow. Based in London, they offer a highly personalised service to around 150 individuals and families. Robin Powell and Jonathan Hollow are very grateful for their enthusiastic support for "Second Lives”.Mulberry Bow financial planners: https://mulberrybow.com/ —Scott at Mulberry Bow: https://www.mulberrybow.com/team/scott-moorhouse/ --Jonathan Hollow and Robin Powell's book "How To Fund The Life You Want": http://tinyurl.com/how2fund --

TEBI podcast 48: Jonathan Clements on the appetite for "struggle and strife" that keeps us moving throughout life

In the eighth of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow interviews writer and publisher Jonathan Clements.Jonathan Clements enjoyed a hugely successful career as a personal finance writer for The Wall Street Journal, but as he candidly confesses in this interview, for a long time he was addicted to frugality and the future at the expense of life in the here and now. He also worked for Citigroup and lectured college students on personal finance - both experiences he looks back on with less than pleasure, as he explains. In his frank and highly articulate voice, he explains why he’s still restless in his early sixties, and what new challenges he is exploring. He then discusses the lively life stories and examples that emerge from his most recent book: "My Money Journey: how 30 people found financial freedom, and you can too."This podcast series has been developed with financial planning firm Mulberry Bow. Based in London, they offer a highly personalised service to around 150 individuals and families. Robin Powell and Jonathan Hollow are very grateful for their enthusiastic support for "Second Lives”.Links to key mentions in this podcast: Jonathan’s “Humble Dollar” website - https://humbledollar.com/ —Jonathan’s latest book, “My Money Journey" - https://www.harriman-house.com/mymoneyjourney —Mulberry Bow financial planners: https://mulberrybow.com/ —Jonathan Hollow and Robin Powell's book "How To Fund The Life You Want": http://tinyurl.com/how2fund --