Escape the Money Trap

7.1 Safe Income from Your Portfolio: A Guide to Living on Your Assets

Research Notes

Feb 7 • Rohit Trivedi

January 2026

6.4 How to Build an All-in-One Protection Plan for Home, Health & Income

Get the right mix of insurance at the right price to prevent life from pulling you back into the money trap

Jan 31 • Rohit Trivedi

6.3 Income Protection Insurance: How to Safeguard Your Pay Check

No-one expects to be unable to work. But it could happen. Here's how to protect your escape plan if it does

Jan 26 • Rohit Trivedi

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6.2 Protect Your Health and Wealth: A Guide to Critical Illness Insurance

How to protect yourself and your loved ones if you are hit with a serious diagnosis

Jan 5 • Rohit Trivedi

6.1 - Life Insurance Basics: Protect Your Family’s Financial Future

Once you have set the wheels in motion on your escape plan, it's time to protect against disaster

Jan 3 • Rohit Trivedi

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December 2025

5.4 From Growth to Preservation: Seamless Portfolio Shifts as You Near Freedom

As you approach your escape date, how do you ensure that a market crash doesn't decimate your portfolio's value just before you need to draw from it?

Dec 29, 2025 • Rohit Trivedi

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5.3 How to Stay Invested When the World Feels Out of Control

We can't control markets, but there are things we can control which will help avoid falling back into the money trap

Dec 23, 2025 • Rohit Trivedi

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5.2 Dollar Cost Averaging - how to not time the market perfectly

The biggest obstacle to your escape is actually you and your behaviour

Dec 15, 2025 • Rohit Trivedi

5.1 - Systems and Psychology - How to be a better investor

We're wired to naturally be bad investors. Here are the big cognitive biases we have and how to spot them

Dec 7, 2025 • Rohit Trivedi

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November 2025

4.5 UK - Automate Your Wealth: Building a “Set-and-Forget” Investing Engine

Take your hard work, your tools and your strategy—and turn them into a set-and-forget systems that quietly grow your escape fund in the background.

Nov 17, 2025 • Rohit Trivedi

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September 2025

4.4 Tax Free Accounts Made Easy: Your One Stop Guide

Totally Tax free profits from investing sounds too good to be true, but it's real, and you can use it to supercharge your escape fund

Sep 22, 2025 • Rohit Trivedi

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4.4 USA - How to Use Roth Accounts for 100% Tax-Free Growth; Everything You Need to Know

It sounds like there should be a catch..there really isn't

Sep 22, 2025