Hello! I hope life is good. This week I’m going to be talking about retirement lump sums and what to do with them. This equally does apply to most lump sum investment decisions that we do or will have to make in the future.
I will talk about the top 3 considerations you should think about when making the decision to invest a retirement lump sum.
Taking or investing a retirement lump sum isn’t a one-off decision. There are many aspects that one should consider both at the point of investing but also on an ongoing basis when taking or investing a retirement lump sum.
I do hope that it is helpful for one and all that choose to listen to this week’s episode.
Having clarity around the management of your RSUs in Ireland is critical to successfully avoiding major tax and succession issues in the future.
In this short piece, I will share 3 critical aspects to US RSUs, and outline steps you can take to achieve successful outcomes for you and your loved ones.
According to the American Chamber of Commerce Ireland, there are 190,000 people in Ireland, employed by US Companies. Many of these individuals are employees of financially successful companies (think Google, Meta, Paypal, Intel, Oracle etc.) and have benefitted from that success, often in the form of Restricted Stock Units (RSUs) from their employer.
Thanks for listening
How are you doing, hope life is good. We have a very enthused, knowledgeable, and contagious personality on the podcast this week. Roger Whitney.
He is The Retirement Answer Man in the US. Podcaster, blogger, financial advisor, community organsier head; he’s a ball of energy.
And he has some great ideas to share with us in this episode. With Roger, you’re going to hear about all sorts of preparations for retirement.
You’re going to hear about a thing called that ‘Tart Cake’, which is a new concept we created in our conversation. You're going to hear about his book recommendation.
His investment philosophy. His approach to leaving both a financial and a non-financial legacy and how to successfully retire.
So we cover quite a bit of ground in this episode, and Roger could talk for days on this one.
Roger Whitney has been a Certified Financial Planner for more than 25 years. And he really is on a mission to help people live well today without sacrificing tomorrow, as he puts it.
Roger’s book recommendations:
Necessary Endings by Dr Henry Cloud
Roger’s website: The Retirement Answer Man