What happens my pension when I, you know!? I'm never one to shirk the hard questions, but it seems crass to talk of 'you know' while all of 'this' is going on!
If you are any of the following, you really ought to know about this:
"Life is like playing the violin in public and learning the instrument as one goes on", or so said the 19th Century English author Samuel Butler. I'm including that quote for no other reason than I really like it. A friend of ours recently had a baby, and she is bouncing hundreds of questions off Fiona (who is an 'old hand' at this stage!). It just goes to show that we are all learning. None of us know everything - a valuable lesson in humility in times like these!
I hope this helps, even a little!
Paddy Delaney Informed Decisions
In this weeks' Podcast you will hear from someone with some unique insights on the topics we discuss week in and week out. Dr. Moira Somers from Canada is someone I have admired and benefited from learning from in recent years.
In our conversation, Moira shares some ideas around:
- Why money decisions can be very difficult for many of us
- What we can do to make it a little easier
- When to seek financial guidance, and how to find one that will help you most
- Moira's top tips to reach your financial priorities
We hope you find it of real interest, and of value to you.
Dr. Moira Somers Website:
Advice That Sticks Book:
Wondering what the best investments 2020 are?! Or if your investments or pensions are down the pan!? It is indeed one of those 'once every 5 year' situations for investments at the moment (more on that later), but we hope to share some insight that will help you see the wood from the trees.
If you are a regular or occasional visitor or listener of this site you likely have a fair idea of our response to the question of which are the best investments 2020. Short answer remains; investments which are low in cost, high in diversified equities and high in a decent track record versus it's peers. But, has the sheen of that 'Holy Trinity' been tarnished based on how 'things' have gone so far this year!? Let's see.....
This week, as promised in our recent Pros & Cons of Pension Property, we share with you further details of owning a Property within a Pension.
We were delighted to have Tommy Neilsen, qualified Solicitor and 'Head of Legal' with Independent Trustee Company (ITC) Dublin. Tommy has been with ITC since 2005, and deals with all legal aspects relating to the Pension Trustee services they provide.
In this episode you will hear:
- Legal considerations around Pension Property
- How the structure actually works
- How safe it is or isn't
- Further Pros & Cons
- Lessons Learned
As chairman of the Law Society’s Sub-Committee on Pensions and chairman of the Association of Pension Trustees in Ireland, Tommy brings a level of knowledge and understanding of Pension Property that hopefully helps you in learning about it.
Thanks for listening,