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How Does Spending Change In Retirement? 7 Things To Expect #210

14th November 2022

One of the biggest questions for people who are transitioning from full-time employment is ‘how does spending change in retirement?’....

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Spending in Retirement
Bond & Equity Values Falling
18th July 2022

Bonds & Equities Falling: 3 Things To Do About It -Blog202

“Bonds & equities are falling in my pension – I must do something”….said almost everyone who has an invested pension...

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23rd December 2020

2020 Vision & ‘Ask Me Anything’! Blog 163

Where’s Your Focus? As a fan of Stephen Covey’s work and insights – his Circle of Influence framework whcih addresses...

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14th December 2020

Ketamine and Fear/Greed in Irish Investing – Blog 162

If you say the letter ‘K’ to most people, they’ll think of maybe ‘Special K’ or ‘OK’ or maybe even...

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Investment Trust Taxation Ireland
30th November 2020

Taxation of Investment Trusts versus UCITs – Blog 160

Taxation of Investment Trusts is a very topical topic – and one we received a few emails on following our...

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2nd November 2020

Investment Trusts in Ireland Blog 159

In this piece we tell you what is worth knowing about investing in Investment Trusts in Ireland. We also share...

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2nd November 2020

Investment Trusts in Ireland – Podcast 198

This week we explore the pros & cons worth knowing about them, and we share some factual performance data about...

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19th October 2020

The A to Z Of Financial Service Acronyms (TATZOFSA!) Blog 158

Financial Service firms love their acronyms, as in they love them! Maybe it’s an insecurity thing, or maybe it’s an...

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5th October 2020

Tax on investments in Ireland – A Plea! Blog 157

Tax on investments in Ireland is a doozy! There is a warning often quoted in investment articles that suggest “you...

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29th September 2020

Your Life In 1 Week – Blog 156

If your life was one week long what day of the week would you be on, and what would you...

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24th August 2020

Successful Investing – Buffett Style! Podcast 190

This week we share a short piece from the Oracle of Omaha, Warren Buffett. We learn about ‘Gotrocks Family’, how...

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Standard Fund Threshold Ireland
3rd August 2020

What is the Standard Fund Threshold Ireland? Blog 151

What is the Standard Fund Threshold Ireland? This week, in what is a short 4 day work week, we share...

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27th July 2020

Certainty or Returns – Pick One. Podcast 188

This week we share an investing concept that applies to investments and pensions equally. If I successfully and coherently share...

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Schedule Your Call

We use a client-focused approach to help you get organised, develop peace of mind, and clarity on your financial future.

The first step is a 15-minute initial call with Paddy to answer your questions, to see if we are potentially a good fit for each other, and allow you to evaluate our firm.

CLICK HERE to schedule your complimentary Initial video call with Paddy

Important Note: Just like you wouldn’t see a cardiologist for a knee replacement, we work exclusively with people who are retired or would like to do so in the coming years and have investable assets of €1m+.

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