Informed Decisions Independent Financial Planning & Money Podcast Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)

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'.

Money is a desirable thing - and we put a lot of focus here on accumulating and protecting that in an efficient, stress-free and proven way. What else is desirable to most of us?
I hope it helps.

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 a fish out of water, or are they a saviour landed on our shores! Lets find out!
I hope it helps.

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'!) share some great insights and information.

In recent weeks they have touched on a wide variety of topics, but two in particular caught my attention most, and I felt might be worth sharing with you in this weeks' podcast.
I hope it helps.

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 been accused of it all; from 'rogue' investment managers (whose clients are still trying to get their money back), to recent over-charging claims. Is there a lesson for us to learn here about it? Lets take a quick look.
 
I hope it helps.

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 often benefit more from an equity-focused portfolio rather than the traditional equity/bond split. 
In Ireland, embracing an all-equity portfolio comes with its distinct advantages and challenges for retirees.
I hope it helps.

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, this is inspired by a recent conversation. Conversations that I love to have and to explore with clients.
Could one say that a financial advisor is not doing right by their clients if they are NOT advising all their clients to go all-in on S&P500 or the Nasdaq??!
It's important to make an informed decision.
I hope this helps!