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Publications
Blog Posts
May 20, 2019
Blog111: How To Reduce Inheritance Tax
May 13, 2019
Podcast136: The 5 Common Retirement Planning Mistakes
May 13, 2019
Blog110: 5 Common Retirement Planning Mistakes To Avoid
May 6, 2019
Podcast135: How To Build A €1m Pension Pot
May 6, 2019
Blog109: How To Build A Pension Pot Of €1m?
April 22, 2019
Podcast134: Achieving Financial Independence , With Michael Houghton
April 8, 2019
Podcast132: The Impact Of Recency Bias In Investing
April 8, 2019
Blog108: Beware This Killer Bias
April 1, 2019
Blog107: Diversification Vs Asset Allocation.....
April 1, 2019
Podcast131: Diversify Vs Asset Allocation...The Numbers
March 25, 2019
Podcast130: Best Way To Invest €500,000....Kinda!
March 25, 2019
Blog 106: The Best Way To Invest €500,000??
March 18, 2019
Podcast129: Why We Are Rubbish At Investing
March 18, 2019
Blog105: Why We Are Rubbish At Investing
March 11, 2019
Blog104: Retirement Relief In Ireland?
March 11, 2019
Podcast128: Retirement Relief in Ireland (The Outhouse Version)
March 4, 2019
Episode127: What If My Pension Fund Doesn't Perform?
March 4, 2019
Blog103: What If My Funds Don't Perform....?
February 25, 2019
Podcast126: How to Save €1m In A Pension Or Savings Account
February 25, 2019
Invest in a Pension or Save in a Bank Account!? Blog 102
February 18, 2019
Podcast125: Why Most Pensions Are A Waste Of Time, Unfortunately
February 18, 2019
Blog101: Are Irish Pensions A Waste Of Your Time & Money.....
February 13, 2019
How To Invest An Inheritance? Blog 100
February 11, 2019
Podcast124: What Should I Do With An Inheritance
February 5, 2019
Podcast123: Fancy Annual Declines Of 13.9%??
February 4, 2019
Annual Declines Of -13.9%....Blog 99
January 28, 2019
Podcast122: Defined Benefit Scheme - Should I Take A Transfer From A DB Scheme?
January 28, 2019
Blog#98: Defined Benefit - Should I Stay Or I Should I Go Now....
January 21, 2019
Podcast121: The Transparency Task Force with Andy Agathangelou
January 14, 2019
Podcast120: Should I Invest Now Or Wait For A Crash?
January 14, 2019
Should I Invest Now Or Wait For A Crash? Blog 97
January 7, 2019
Podcast119: Where To Get Financial Advice In Ireland?
January 7, 2019
Best Ways To Get Independent Financial Advice In Ireland? Blog 96
December 17, 2018
Podcast118: A UK Perspective.....with Rory Percival
December 10, 2018
Podcast117: A Wolf In Sheep-Clothing.....You've Been Warned!
December 10, 2018
Blog95: A Wolf In Sheep-Clothing
December 3, 2018
Blog94: Is 'Entrepreneur Relief' Any Use To Me??
December 3, 2018
Podcast116: What Is Entrepreneur Relief & Is It Any Use To Me??
November 26, 2018
Podcast115: Congregation 2018 - Beware The Lizard Brain
November 26, 2018
Blog93: Congregation2018: Beware The Lizard-Brain
November 19, 2018
Podcast114: Should I Join My Employers Company Pension Scheme?
November 19, 2018
Blog92: Should I Join My Company's Pension Scheme?
November 12, 2018
Podcast113: Managing Sequence Risk
November 12, 2018
Blog91: Ways To Beat Sequence-Risk....Possibly!
November 11, 2018
ARF Investment Risks. Sequence Risk. Blog 90
November 5, 2018
Podcast112: Sequence Risk....The Silent Retirement-Income Killer
October 29, 2018
Derek Bell Interview - How To Retire Well! Podcast 111
October 22, 2018
Blog89: Procrastinate Later.....
October 22, 2018
Podcast110: How To Procrastinate Later.........
October 15, 2018
Blog88: 'Budgety McBudget-Face' 2019
October 15, 2018
Podcast109: The Real Impact Of Budget 2019 (Budgety McBudget-Face)
October 15, 2018
Podcast101: Using Trusts In Your Estate/Financial Planning
October 8, 2018
Podcast 108: When Investing 'Risk Questionnaires' Are Dangerous
October 8, 2018
Blog87: Why 'Risk Questionnaires' Are Dangerous....
October 1, 2018
Blog86: The State Pension & Swimming In The Nip!
October 1, 2018
Podcast107: The State Pension....Are You Swimming In The Nip!?
September 24, 2018
Blog85: Is Investing in EII Schemes in Ireland a Viable Option?
September 24, 2018
Podcast106: Is Investing in EII Scheme A Viable Option For Me?
September 23, 2018
Blog84a: A Huge Tax Saving On Investments?.......A Tale Of 2 Cities
September 17, 2018
Podcast105: A Huge Tax Saving On Investments - A Tale Of 2 Cities
September 10, 2018
Podcast104: An American Perspective....With Eric Brotman
September 3, 2018
Podcast103: Real Returns: Invest in Low Cost Funds Or A Pension
September 3, 2018
Blog84: Real Returns: Low-Cost Savings, Or A Pension??
August 27, 2018
Podcast102: The 4% Rule In Ireland....
August 27, 2018
Blog 83: The 4% Rule
August 13, 2018
Podcast100: The Guy Spier Interview
August 6, 2018
Podcast99: When Simplicity Rewards Investors
August 6, 2018
Blog82: When Simplicity Rewards Investors Handsomely......
July 30, 2018
Blog81: Can A Couple Retire With €1m Pension Pot?
July 30, 2018
Podcast98: Can A Couple Retire In Ireland With €1million?
July 23, 2018
Podcast97: The Mexican Fisherman........
July 23, 2018
Blog80: The Mexican Fisherman.....
July 16, 2018
Podcast96: Planning for company directors in Ireland....Party-Time!
July 16, 2018
Blog79: Pension Planning For Company Directors.....Its Party Time!
July 9, 2018
Podcast95: The 3 Characteristics Which Suggest You Should Not Invest In Equities....
July 9, 2018
Blog78: The 3 Characteristics Which Suggest You Should Not Invest In Equities....
July 2, 2018
Podcast94: Growth Or Value Investing, Which Is Best??
July 2, 2018
Blog77: Which Is Best.....'Growth' Or 'Value' Investing??
June 25, 2018
Podcast93: The Bid That Could Change Your Life....!
June 25, 2018
Blog76: A Bid That Could Change Your Life.....!
June 18, 2018
Podcast92: Develping A Career in Financial Services....with Hugh Murray
June 11, 2018
Podcast91: The Emmet Savage Conversation.....
June 4, 2018
Podcast90: Should I Own Bonds? A 3-Portfolio Study
June 4, 2018
Blog75: Should I Own Bonds Now?
May 28, 2018
Blog74: Beginning With The End In Mind......
May 28, 2018
Podcast89: Financial Planning With The End In Mind
May 21, 2018
Blog73: My Biggest Investment Lesson, So Far!
May 21, 2018
Podcast88: My Worst Investment Ever....And What We Can Learn!
May 20, 2018
Blog71: Just Start.....Please!
May 14, 2018
Podcast87: Just Start......
May 7, 2018
Blog 70: Small Cap Investing.......When Small Is Big!
May 7, 2018
Podcast86: Small Cap Investing...When Small Is Big
April 30, 2018
Podcast85: The 4 Big Pitfalls When Buying A Home
April 30, 2018
Buying Your First Home......The Pitfalls
April 23, 2018
Blog69: Should I Invest In Gold
April 23, 2018
Podcast84: Should I Buy Gold?
April 16, 2018
Podcast83: Peer 2 Peer Lending....What You Should Know
April 9, 2018
Podcast 82: A Last Resort......Section 72
April 9, 2018
Blog68- A Last Resort......Section 72 Plans
April 2, 2018
Blog67- Optimism Is The Way When Investing........(Sunday Times Article)
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Podcasts
February 17, 2025
US Market Warnings – And What We Can Do About It
February 10, 2025
EIIS Investing in Ireland with Kevin Canning
January 27, 2025
Holding Companies and Family Partnerships For Smart Tax Planning
January 20, 2025
Jordan Grumet Interview - Longevity, Health & Happiness
January 13, 2025
What to Expect If Markets fall by 30% in 2025: A Retirement Asset Comparison
December 16, 2024
Tax Rates for Retirees in Ireland (2025)
December 9, 2024
Should I Stay Invested When Markets Are At All-Time Highs?
December 2, 2024
The 5 Benefits of Passive Index Investing in Ireland
November 25, 2024
Investing for Income Independence with Steve Selengut
November 18, 2024
Investment Options in Ireland & What It Says About You!
November 11, 2024
Protection Questions When Approaching Retirement With Nick McGowan
October 21, 2024
Property Investing Tax Considerations with Paul Molloy
October 16, 2024
How Much Do I Need To Retire Comfortably in Ireland? Craggy Island Style…
October 7, 2024
Pension Adjustment Orders
September 30, 2024
Lump Sum Investing vs Dollar Cost Averaging €1m in Ireland
September 23, 2024
Expat Taxes with Stephanie Wickham
September 16, 2024
Guardrails for Irish Retirees #308
September 9, 2024
Budget 2025 Don't Look Back In Anger #307
September 2, 2024
The Good, The Bad, & The Bonds #306
August 26, 2024
Federal Estate Tax in Ireland #305
August 19, 2024
R.O.N.A.N - Lessons I've Learned...About Life & Retirement
August 12, 2024
Section 73 Investment Plans - Bear With Me. Podcast#303
July 29, 2024
Get Your Taxes in Order with Alan Purcell #302
June 24, 2024
From The Marines to Professor of Financial Planning #301
June 11, 2024
Investing vs Inflation, We Are Hiring & I Interview My Kids #300
May 27, 2024
Section 72 Policies - Pros & Cons #299
May 20, 2024
Inflation On Your Pension Assets #298
May 13, 2024
Should I Invest in Bonds # 297
April 29, 2024
Risk of Ruin...Lifestyle & Default Investment Pension Strategies #296
April 22, 2024
Larry Fink & My Granny's Kitchen #295
April 15, 2024
The Wealth of Health #294
April 8, 2024
Are Fisher Investments Ireland Any Good? #293
March 11, 2024
Bitcoin ETFs & Nvidia - Lets Be Having You!? #292
March 4, 2024
A Lesson From The UK? Scandals & Over-Charging #291
February 26, 2024
Investing in Retirement #290
February 19, 2024
Should I Go All-In On The S&P500? #289
February 12, 2024
Pension Lifestyling - A Blessing or a Curse For Retirees? #288
January 29, 2024
Anne Lester Your Best Financial Life: Save Smart Now for the Future You Want #287
January 22, 2024
Simplicity is The Ultimate Complexity #286
January 15, 2024
Best Investments of 2022 and 2023 in Ireland #285
December 18, 2023
Retirement Planning For Business Owners in Ireland #284
December 11, 2023
Auto Enrolment Pensions In Ireland #283
December 6, 2023
Tax Pitfalls To Avoid with Christine Kearney CTA #282
November 27, 2023
Gifting 2m Tax Free To Family in Ireland #281
November 20, 2023
20 Investment Tips For Irish Investors To Navigate #280
November 6, 2023
Severance Payments and Taxes in Ireland #279
October 23, 2023
ARF Incomes and PRSI Considerations #278
October 16, 2023
The Intersection Of AI and Investing with CEO Ravi Koka. Podcast #277
October 9, 2023
Money Market Funds - Real or Unreal #276
October 2, 2023
Money Market Funds For Business Cash #275
September 25, 2023
Property Pensions & PRSAs with Glenn Gaughran #274
September 18, 2023
The 5 Trends In Progressive Financial Advice #273
September 4, 2023
Don't Jump Ship on Bonds #272
August 29, 2023
Johnny Sexton The (pension) Legend #271
August 22, 2023
Talking Personal Finance with Brad Barrett – A $5Bn Planning Firm MD #270
August 14, 2023
Cash Is King? Podcast 269
July 31, 2023
5 Challenges to Independent Investment Advice in Ireland #268
July 24, 2023
Important Questions About Retirement Planning #267
July 17, 2023
A Look Back at the Popular 'A Listener's Journey' Series #266
July 3, 2023
Flashback To a Classic: Lars Kroijer Interview 'Can We Beat the Market' #265
June 19, 2023
Inheriting a House in Ireland #264
May 29, 2023
What We Need From Financial Advisors #263
May 22, 2023
Changes in Retirement Planning with Clive Slattery #262
May 15, 2023
Death In Service Pension Benefit #261
May 8, 2023
3 Keys To Preparing For A Successful Retirement #260
April 24, 2023
Estate Planning: Should I Bother? #259
April 17, 2023
Why Do I Need a Will #258
March 27, 2023
Entrepreneur Relief Vs Pension Contributions - Which Is Best? #Our 1st Guest Post# #257
March 13, 2023
Do You Think You're Ready To Retire? What Are The Signs? #256
March 6, 2023
Unregulated Investments Ireland #255
February 27, 2023
The Jason Parker Interview #254
February 20, 2023
Financial Advisor in Ireland - Prostitute, Escort or Spouse??
February 13, 2023
The Paul Merriman Interview #252
January 30, 2023
Important Pension Changes in Ireland #251
January 23, 2023
5 Emotional Stages Of Retirement #250
January 16, 2023
3 Investment Lessons To Take From 2022 #249
December 12, 2022
Escaping Full Time Employment With William Lacey. Part 5 #248
December 5, 2022
Best Investments Ireland? #247
November 28, 2022
Leaving Employment - What Happens To My Pension #246
November 14, 2022
Retirement Spending Changes To Expect #245
November 7, 2022
Investing In The Character Of CEOs With Dan Cooper #244
October 24, 2022
'Safe' Investment funds in Ireland Are Drowning In The Past Year #243
October 17, 2022
Living a Life Without Regrets with Jordan Grumet #242
October 10, 2022
8 Common Financial Mistakes To Avoid When You Retire #241
October 3, 2022
A Reminder For Retirees Or Soon To Be Retirees #240
September 26, 2022
Living Your Best Life, With CEO of Lumiant, Santi Burridge Podcast #239
September 19, 2022
Are We Seeing The Death of ESG Investments in Ireland? #238
September 5, 2022
The 6 Most Important Retirement Decision Factors #237
August 29, 2022
Investing Your Retirement Lump Sum: Top 3 Considerations #236
August 22, 2022
3 Tax & Investing Tips for American RSUs in Ireland #235
August 8, 2022
The Final Years of Employment: Preparing For Retirement With Roger Whitney #234
July 26, 2022
Escaping Full Time Employment With William Lacey. Part 4 #233
July 18, 2022
Things To Do About Bonds & Equities Falling #232
July 11, 2022
Is It Possible To Beat The Market? What Is Investment Edge? #231
July 4, 2022
Should You Take 25% Tax Free Lump Sum From Pension? #230
June 27, 2022
Prepare Your Pension For The Next Big Crash [Is It Coming?] #229
June 20, 2022
Paying Nursing Home Care in Ireland: What You Need To Know #228
June 13, 2022
4 Smart Ways to Gift to Adult Children! #227
May 30, 2022
ETFs, Crypto, & Financial Planning With John Swolfs #226
May 23, 2022
Have We Enough To Retire? Top 5 Considerations #225
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