In this week's podcast, I take a look at lump sum invested vs dollar cost averages €1m in Ireland.
Key topic points:
I hope it helps!
In this week's podcast we have a fantastic, informative chat with awarding winning, international expat tax advisor, KPMG chartered accountant, and tax specialist, Stephanie Wickham.
Key topics include:
I hope it helps.
In this week's podcast I talk about Guardrails for Irish retirees.
One of the big questions I hear from clients heading into their 'next chapter' (blissful retirement!) is: how much can I actually spend each year without running out of money?
It’s a great question – and one that deserves a well-thought-out answer. As financial advisors, it’s part of our job to help you figure that out, and there are a few different ways we can go about it.
I hope it helps!
This week I share a short piece with you to help prepare for relevant (potential) changes in the upcoming Budget. What we'll all want to avoid is seeing a change come into effect that we could have seen coming, and that we could regret not having taken action on! We want to avoid regret, so lets not look back in anger - I heard you say! I'll touch on;
I hope it helps.
In this week's podcast we talk about what’s happening with bonds and why you should care.
Over the past two years, we've seen dramatic shifts in the bond markets. Lots of investors and pension holders in Ireland have often large swathes of Bond Funds within their investment and pension portfolios. But often have never had clarity on what they are or why they move around a bit!
It’s been a bit of a rollercoaster, to put it mildly.
I hope it helps.