Paddy Delaney QFA RPA APA
Informed Decisions Independent Financial Planning & Money PodcastEpisodes
Episodes of Informed Decisions Independent Financial Planning & Money Podcast
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In this week's podcast I take a look at Section 72 policies. What are they and what's good and bad about them? What would the outcome look like if you saved the premium instead? Section 72 policies are often discussed as a tool to manage inheri
In this week's podcast I tackle a topic that's been heavily addressed already, inflation - but in the context of what it means for your pension assets. You may have noticed the Consumer Price Index (CPI) suggesting that inflation rates are easi
In this week's podcast I take a look at Bonds If you've got a slice of your pension or investment pie in bonds—be it individual or a fund, government or corporate—you're in good company. Many savvy investors do, and have always done. It's alway
In this week's podcast, I take another look at Lifestyle and Default Investment strategies for pension funds in Ireland. Something I've discussed before. For the past 7 years, I have been making the case for avoiding Lifestyling for most invest
In this week's podcast, I talk about Larry Fink, Warren Buffet, and my granny's kitchen. Larry Fink is renowned for his role as the CEO of BlackRock, one of the world's largest investment management firms. Much like Warren Buffett, Fink has ear
In this week's podcast, I talk about the Wealth of Health. Something slightly off-topic this week, and something far more concise that usual. I hope it helps you. A definition of wealth is 'a plentiful supply of a particular desirable thing'.
In this week's podcast I take a look at Fisher Investments Ireland. Fisher Investments have been around the USA a long time apparently, and recently set-up shop in Ireland, but are Fisher Investments Ireland any good, I hear some ask? Are they
One of my favourite podcasts is The Compound & Friends featuring hosts Josh Brown and Michael Batnick of 'Ritholtz Wealth' in the US. They are irreverent, funny, informative and between them and their varied guests (they call them 'friends'!)
In this week's podcast I talk about the scandal of UK investment firm Saint James' Place. It is a monstrous financial advice and investment firm regulated by the FCA in the UK. It has been marred by scandals over the past few years. They've bee
In this week's podcast we talk about Retirement Investment: The Case for Equity Over Bonds. Research published in October 2023 suggests a significant shift in retirement investment strategies is merited. The research indicates that retirees oft
In this week's podcast I talk about S&P500 and if it's a good idea or not to go All-In. Should you bet all your investment or pension assets on the good 'ol S&P500? Or would you be considered 'bananas' to do so?!? As with a lot of my podcasts,
Pension Lifestyling in Ireland is rampant. By my reckoning, the vast majority of people with pensions are invested in insurance company pension schemes using 'Pension Lifestyling'. This week I explore if that is a prudent approach for you as a
In this week's podcast Paddy has a fantastic chat with Anne Lester. Anne Lester is a retirement expert, author, media commentator, top-rated speaker and former Head of Retirement Solutions for JPMorgan Asset Management, where she worked almos
Something a little different, and a lot shorter this week. Far too often, when a prospective client asks me to run the rule over their financial affairs, I see complexity and sophistication, and resultant negative outcomes. It is not their faul
On this week’s podcast, Paddy talks about which investments of the past few years in Ireland were the best. He will analyse two very different investment approaches; one a middle of the road insurance company approach, the other an aggressive m
In this week's podcast, we talk about retirement planning strategies for business owners in Ireland. Retirement marks a significant milestone in life. And I believe it fair to say that it is especially so for many business owners, who have ofte
In this week's podcast, we talk about Auto-Enrolment Pensions. In the second half of 2024, Ireland is hoping to introduce Auto-Enrolment Pensions. Many people will have heard whispers, and some may be fully aware of it. However, for many employ
In this week's podcast, we chat with Christine Kearney CTA from VengaPeople. Christine offers tax and business advice to people living in Ireland and Irish people living abroad. Key topics Business exit and expansion planning Estate planning R
Gifting €2m to your family tax free. At first glance, this seems impossible and/or undesirable but with smart planning it is possible to avoid all tax burdens on such a gift, legally and legitimately. In Ireland, the tax landscape, especially
I recently came across a wonderful infographic showing 20 mistakes that investors make, and which they should try to avoid. It reminded me that sometimes we in the investing world talk down to retail investors, many of whom are way smarter than
When it comes to leaving a PAYE job or winding-up your own company, there are various types of payments you might receive, or give yourself! But what about the tax implications of these payments? In Ireland, the tax treatment of payments on c
In this week's podcast, we talk about how taxation of ARF and your Tax works in Ireland. We will put to bed the question of how much tax you pay when you reach retirement and draw State and Private pension incomes. We'll talk about how tax of A
Today we have a very interesting and unique chat with Ravi Koka, CEO and found of StockSnips. Paddy talks with Ravi about how AI is affecting our world and also how it affects the investing and wealth management world. Hope you find it helpful
Only last week I talked about Money Market Funds in Ireland and how they should and should not be used by businesses to generate some returns on their liquid cash. But I want to explore whether Money Market Funds in Ireland are a real and va
In this week's podcast, we embark on an oceanic exploration of a topic of paramount significance to every discerning business owner, whether or not to use Money Market Funds for Company cash! Indeed, this topic can and will apply to business ow
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