Glossary

Education, not advice

Explaining how money works, rather than telling a specific person what to do with theirs.

The distinction is not a legal formality, and it is worth understanding as a reader rather than skipping.

Education explains how something works — compound growth, what a minimum payment does, why an emergency fund is sized on spending. It applies to everyone because it is describing a mechanism.

Advice is personal. It requires knowing your income, debts, obligations, tax position, health and intentions. Nobody who has not asked you those questions is in a position to give it, however confident they sound.

Everything on this site and in the books is the first. No specific stock, fund, coin or product is ever named — a deliberate refusal, because handing someone a list of things to buy teaches them nothing.

For decisions that are large or irreversible, a qualified professional regulated in your own country, paid by you rather than by the products they recommend, is the right person to ask.

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Related terms

Covered properly in Learn.