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Informed Decisions Independent Financial Planning & Money Podcast

A weekly Business, Investing and Education podcast
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Episodes of Informed Decisions Independent Financial Planning & Money Podcast

This week we bring you the David Worrell Interview - where we discuss all aspects of Investment Platforms in Ireland. David is head of relationship management at Conexim Investment Platform in Ireland and shares his insights on the following:
Robin Powell is a force within the investing world - on a mission to inform the public and financial advice firms of the facts of investing. I was thrilled to have him back on the podcast, having spoken to him in Episode 76 a life-time ago! In
As with most things in Financial Services in Ireland, (Environmental, Social & Governance) ESG Investing in Ireland is one that takes a bit of figuring-out, if you want to do it right that is! In the hope that it will help you build and protec
This week I share some interesting research and insights on how to prepare for the biggest surprises in Retirement, both financial and non-financial. We will mostly all agree that 'Life' is not about reaching some destination in a particular
Thanks for coming back to us in this Episode 201! This week I tell you about bad investment funds in Ireland, it promises to be a doozy! I hope it is actionable and impactful for you in your own wealth creation and preservation. This week I'll
It's not ever day that you get to launch your 200th episode - so who better to help us mark this event than Pete Matthew! Pete has been at the vanguard of personal finance podcasting and sharing of deep insights for many years now - and was an
Dr. Sarah Fallaw shares her insights on the following: - Her research of wealth builders all across the US - What works and what doesn't work - How our behaviours and personalities impact on our wealth creation - Her latest book, a combination
Investment Trusts have been in vogue for a little while - in no small small part due to the tax treatment of any realised gains. Many investors are hell-bent on finding an option that might allow them to invest in a diversified and low-cost way
Hey! Financial Service firms love their acronyms, as in they love them! Maybe it's an insecurity thing, or maybe it's an attempt to hold onto some semblance of power. To help you develop the knowledge and to prepare you for a conversation with
Tax on investments in Ireland is a doozy! There is a warning often quoted in investment articles that suggest "you shouldn't let the tax tail wag the investment dog". Based on a recent conversation I had with a prospective client and from many
This week we chat with Todd Tresidder, financial coach and educator at FinancialMentor.com. He's also the author of five financial planning books. You'll learn about: - How to build wealth - What stops us reaching Financial Independence - Using
Something a little different this week - give it a go! If your life was one week long what day of the week would you be on, and what would you do about the rest of the week!? We explore this, and aspects of our financial lives that will hopeful
In this episode we share: - Why I get stick about our cars - What Opportunity Cost is & why it matters - How to go after what is really important to you & stop wasting money on the unimportant I hope it is helpful. Paddy Delaney QFA RPA APA    
What's Love Got To Do With It, Baby They suggested that we hate losing something about twice as much as we enjoy gaining something! Think about it - in all walks of life it holds water. Take 'love' for example. I remember vividly when I was
What's Love Got To Do With It, Baby They suggested that we hate losing something about twice as much as we enjoy gaining something! Think about it - in all walks of life it holds water. Take 'love' for example. I remember vividly when I was
Actively Managed Funds under-perform Passive Index Funds in the majority of cases. Managed funds usually exist in order to beat the market. They generally don't succeed. This is not an opinion or a prediction, it is a fact which you will see fu
This week we share a short piece from the Oracle of Omaha, Warren Buffett. We learn about 'Gotrocks Family', how they had it all, and how they managed to throw it away, or more accurately, to have had it taken away from them! I consider if this
What is the Standard Fund Threshold in Ireland? This week, in what is a short 4 day work week, we share a short 4 minute read that will give you most of what you might need to know about the Standard Fund Threshold, for now! You'll learn the hi
This week we share an investing concept that applies to investments and pensions equally. If I successfully and coherently share here what is in my head, it will hopefully help remove stress for investors as they begin, continue or end their in
If you are lucky, every now and again you will get introduced to someone that opens your eyes, that adds real value to you. I've been fortunate, partly due to my general curiosity and partly because I've been blessed to just encounter some real
Will 2020 Be The Best Year Ever For Irish Investors? We take a look at some of the headline facts of recent performance, to shed some light. We also share a few concise truths that Irish investors (as distinct from speculators) might benefit fr
When Chip offered to appear on the Informed Decisions podcast we jumped at the chance to speak with him.  Chip Munn is a senior financial advisor and CEO of Signature Wealth Strategies in South Carolina in the US. He is the author of The Retire
Patricia Rickard Clarke has unique experience in preparation for, and planning for future life. Patricia shares her insights on: - Preparing for our financial future - Preparing for care and health wishes - Preventing and avoiding abuse issues
Hi, If you are wondering 'how does an ARF work', may I suggest we consider instead the question; 'how should an ARF work'!? Given that your draw-down strategy in retirement will be one of the biggest financial decisions you will make in your ma
This week I share with you 5 instances where you should seriously question the advice you get from your financial advisor, and some questions to ask to help explore the suggestions! Now, if you've got a good one whom you trust, your Financial A
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