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Informed Decisions Independent Financial Planning & Money Podcast

If you are looking for Independent voice on Investing, Retirement Planning & Financial Planning Podcast in Ireland, you may have just found it! Join me, Paddy Delaney as we talk straight and steer you towards a better financial future. Take control of your financial future and develop successful habits with your money. Join Paddy Delaney on Ireland's award-winning Personal Finance & Financial Planning Podcast & Blog. He aims to cuts through the sometimes confusing jargon of financial products and services, to help you make informed financial decisions, for you........No nonsense, straight up fact, and a little bit of a laugh at the same time! The Podcast is on a mission to enable it's listeners provide themselves with better financial futures, and ultimately to make a positive difference in the lives of listeners. Thanks so much for checking out the show! You can get in touch by email: admin@informeddecisions.ie Paddy Delaney Qualified Financial Advisor Qualified Retirement Planning Advisor Qualified General Insurance Practitioner Qualified Executive Coach
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Informed Decisions Independent Financial Planning & Money Podcast
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Now displaying: April, 2023
Apr 24, 2023

This week I talk about Estate Planning; what to think about and what is important.

While it might not be a topic that gets you all revved up, Estate Planning is considered to be a key aspect of managing one's long-term personal finances, regardless of how simple or complex their financial situation. 

 

Key Estate Planning Points

  • Make use of the small gift exemption to the max you can
  • Ensure you have a will in place
  • Is section 72 really a good idea
  • Estate planning is an essential part of your financial plan
  • Things to consider, if Estate Planning is on your mind

I hope it helps.

Apr 17, 2023

Even subconsciously, the question surely pops into most people's heads; "Why Do I Need A Will?"

Given that a large percentage of the human race is reluctant to take action now that will benefit their future self, it is no surprise to hear that the majority of people in Ireland haven't made a Will (which will benefit their heirs and loved ones, and not themselves!). The Farmer's Journal put that figure at 70% of Irish people do not have a Will as of 2022.

In this week's episode, in an effort to shift that needle, I will share with you 7 Important considerations in making a Will.

1