This week, I’m bringing you an interview with Santi Burridge, who is the CEO of what’s going to be a very impactful company, I believe in the world of financial planning and financial advice. I met and interviewed Santi at the Future Proof Festival two weeks ago in Los Angeles.
Santi is a great guest, full of energy and who is driving forward. He is here to share what they're doing with Lumiant by bringing value based financial advice to the world and ultimately helping people to live their best life.
He also talks about what has happened to financial advice in general in Australia, which has followed a similar track to the UK and America. And probably a tract that Ireland is heading down in the future.
We also speak about the non-financial spouse. Those people who quite often get left behind by financial advisors and why they are people that we need to engage.
I hope you enjoy the conversation.
The Knowledge Project: #142 Marshall Goldsmith: The Essentials Of Leadership
Are we seeing the death of ESG Investments in Ireland, before they even got off the ground?
In this piece, I'm going to share a little bit about what's happening in other parts of the world with regard to ESG investing and explore what options we do have here in Ireland.
It's an interesting topic and it's one I'm not fully decided on yet; as will become clear.
What is most important when deciding to retire?
The road to retirement and the decision to exit full-time employment is an undulating road. It is one that brings up many questions, concerns, and indeed many doubts for lots of people.
This is particularly so when you are fortunate to have a choice on when you actually retire. In that situation, the internal debate could actually give you a throbbing headache!
While only you can make the decision to take an early leap from the purpose and steady income of work, there are some factors that will help you clarify your questions. I hope this helps you, either now or in the future.