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S4:E1 - Will I Be OK? A Guiding Light in Financial Planning
In the first episode of Season 4, Warren Shute and Paul Cleworth tackle the question clients are always asking, even when they don’t say it out loud: “Will I be OK?”
This isn’t a spreadsheet question. It’s an emotional one.
Clients don’t want certainty or perfect predictions. They want reassurance they can trust, delivered with honesty. They want to know they’re not lost, that they can orient themselves, and that they can keep moving forward safely, whatever the conditions. In this episode,
Warren and Paul explore why financial planning is less about stopping storms and more about helping people navigate through them. Markets will wobble. Headlines will shout. Life will throw unexpected shocks. Good planning doesn’t promise smooth seas, but it does provide clarity, perspective, and a steady point of reference when things feel uncertain.
A good financial planner, they argue, plays the role of a lighthouse. Not controlling the journey or guaranteeing calm waters, but offering guidance, reassurance, and visibility so clients can see where they are and stay on course without panic. That steady presence, combined with strong foundations, margin of safety, and flexibility, means mistakes are survivable and options remain open.
Being “OK” doesn’t mean nothing bad ever happens. It means the plan holds, even when conditions change, and future decisions are made with confidence rather than fear. Ultimately, great financial planning helps people move forward not because the future is predictable, but because they know where they stand.
==========================
Chapters:
0:00 - Intro
7:07 - Will I Be OK?
==========================
Show Notes:
“Am I Going to Be OK?” – Why This Is the Only Question That Matters
https://tandemfinancial.co.uk/tandem-thinking/am-i-going-to-be-ok-why-this-is-the-only-question-that-matters/
==========================
Follow us our our social media channels:
Instagram: https://www.instagram.com/thefinancegeekspodcast/
X: https://twitter.com/TheFinanceGeeks
YouTube: https://www.youtube.com/@thefinancegeeks
==========================
This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
==========================
View all episodes
By thefinancegeekspodcastIn the first episode of Season 4, Warren Shute and Paul Cleworth tackle the question clients are always asking, even when they don’t say it out loud: “Will I be OK?”
This isn’t a spreadsheet question. It’s an emotional one.
Clients don’t want certainty or perfect predictions. They want reassurance they can trust, delivered with honesty. They want to know they’re not lost, that they can orient themselves, and that they can keep moving forward safely, whatever the conditions. In this episode,
Warren and Paul explore why financial planning is less about stopping storms and more about helping people navigate through them. Markets will wobble. Headlines will shout. Life will throw unexpected shocks. Good planning doesn’t promise smooth seas, but it does provide clarity, perspective, and a steady point of reference when things feel uncertain.
A good financial planner, they argue, plays the role of a lighthouse. Not controlling the journey or guaranteeing calm waters, but offering guidance, reassurance, and visibility so clients can see where they are and stay on course without panic. That steady presence, combined with strong foundations, margin of safety, and flexibility, means mistakes are survivable and options remain open.
Being “OK” doesn’t mean nothing bad ever happens. It means the plan holds, even when conditions change, and future decisions are made with confidence rather than fear. Ultimately, great financial planning helps people move forward not because the future is predictable, but because they know where they stand.
==========================
Chapters:
0:00 - Intro
7:07 - Will I Be OK?
==========================
Show Notes:
“Am I Going to Be OK?” – Why This Is the Only Question That Matters
https://tandemfinancial.co.uk/tandem-thinking/am-i-going-to-be-ok-why-this-is-the-only-question-that-matters/
==========================
Follow us our our social media channels:
Instagram: https://www.instagram.com/thefinancegeekspodcast/
X: https://twitter.com/TheFinanceGeeks
YouTube: https://www.youtube.com/@thefinancegeeks
==========================
This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
==========================