This week we share a few nuggets that I hope will offer clarity and assurance on a few key aspects of our investment and pensions planning;

-Important changes to pensions in Ireland coming into force

-An update on Active Manager performances

-The link between balance and longevity!

I hope it is useful for you - I sure enjoyed doing it!

Paddy.

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:

• The rise of platforms in UK/USA - and subsequently in Ireland
• What platforms actually do - processes and people involved
• Pros & Cons for investors versus other routes
• Are Investment Platforms 'safe'?
• Navigating tax regimes for investors
• Transparency issues and opportunities for Irish investors

Hope it helps,

Paddy.

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 this episode, we discuss:

- His progress in dispelling investment myths & educating investors

- The role of regulators in making it better for retail investors

- What investors should focus on & what they should not focus on!

- The Advice Gap in the UK and other countries and how it may be fixed

- A great book!

Hope you enjoy.

Paddy.

Invest Your Way To Financial Freedom Book

Evidence Based Investor Website

Adviser 2.0 Website for advisers 

4,000 Weeks Book Recommendation

SPIVA Reports

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 protect your own wealth, I share the following in this short piece:

• The theory of ESG investing in Ireland, and why it is to be applauded
• The practical application of ESG investing for Irish Investors, and why it is less than straight-forward
• Some revealing research that shows most ESG investing is not actually ESG at all!
• What we will do to get to the bottom of it

Paddy Delaney Informed Decisions

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 state. The same can be said of our financial lives, but yet a large focus for most of us is to reach a point in the future where we have amassed sufficient financial resources to be financially independent. 

Learn from the people who have been there and done that in this weeks' episode.

Paddy.