In this week's podcast we talk about Retirement Investment: The Case for Equity Over Bonds.

Research published in October 2023 suggests a significant shift in retirement investment strategies is merited. The research indicates that retirees often benefit more from an equity-focused portfolio rather than the traditional equity/bond split. 

In Ireland, embracing an all-equity portfolio comes with its distinct advantages and challenges for retirees.

I hope it helps.

In this week's podcast I talk about S&P500 and if it's a good idea or not to go All-In.

Should you bet all your investment or pension assets on the good 'ol S&P500? Or would you be considered 'bananas' to do so?!? As with a lot of my podcasts, this is inspired by a recent conversation. Conversations that I love to have and to explore with clients.

Could one say that a financial advisor is not doing right by their clients if they are NOT advising all their clients to go all-in on S&P500 or the Nasdaq??!

It's important to make an informed decision.

I hope this helps!

Pension Lifestyling in Ireland is rampant.

By my reckoning, the vast majority of people with pensions are invested in insurance company pension schemes using 'Pension Lifestyling'. This week I explore if that is a prudent approach for you as a pension holder on the cusp of retirement, or a useless sales tool that you should avoid like the plague.

I hope it helps.