Paul Armson

Paul Armson, founder of Inspiring Advisers and author of 'Enough?', shares his transformative journey in lifestyle financial planning after a personal wake-up call. He emphasizes prioritizing life experiences over mere financial gains, urging listeners to redefine what it means to be financially secure. Paul categorizes retirement motivations into three groups and advocates for a simpler, more fulfilling approach to financial independence. His insights inspire individuals to embrace their passions now, rather than deferring dreams for an uncertain future.

Paul Armson, known as 'Mr. Marmite' and founder of Inspiring Advisors, dives into the nuances of lifestyle financial planning. He criticizes superficial financial strategies and emphasizes the importance of year-on-year cash flow modeling. Armson introduces his innovative 'bucket' framework for managing assets and discusses the challenges of defining a 'financial planner' in today's landscape. Plus, he shares a special TRAPist discount for his courses and insights from his book 'Enough' aimed at enhancing client engagement.