Informed Decisions Independent Financial Planning & Money Podcast

Auteur(s): Paddy Delaney (Parent Educator Qualified Planner & Executive Coach)
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  • Résumé

  • Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Finances personnelles Économie
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Épisodes
  • Holding Companies and Family Partnerships For Smart Tax Planning

    Holding Companies and Family Partnerships For Smart Tax Planning
    Jan 27 2025
    In this week's podcast I chat to John Murphy a Director of OmniPro Tax and Legal Limited John is a Chartered Tax Adviser, who works with clients on income tax, tax planning, restructuring to exit planning as well as advising on company law in relation to these and many other matters. We talk about holding companies and family partnerships for smart tax planning. Key topics
    • Who are OmniPro
    • 2025 changes to tax planning
    • Business Structure planning
    • Holding companies
    • Non Business Assets
    • Family Partnerships
    To learn more about OmiPro's services and contact John head to their website here: OmniPro Tax and Legal Limited
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    46 min
  • Jordan Grumet Interview - Longevity, Health & Happiness

    Jordan Grumet Interview - Longevity, Health & Happiness
    Jan 20 2025

    In this week's podcast I talk to Dr. Jordan Grumet, about the topics he covers in his new book The Purpose Code. Bringing together the topics of longevity, health, purpose and money. The Purpose Code hopes to help you what purpose really is and the role it plays in our lives.

    Jordan’s podcast – Earn & Invest

    Jordan Grumet.com

    Disclaimer
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    41 min
  • What to Expect If Markets fall by 30% in 2025: A Retirement Asset Comparison

    What to Expect If Markets fall by 30% in 2025: A Retirement Asset Comparison
    Jan 13 2025

    Planning for, and subsequently living (!) a dignified and choice-filled retirement is the biggest financial goal many of us have, or will have. It’s also a journey of uncertainties, and one of the biggest uncertanties is market volatility, both positive and negative.

    We have experienced such positive market growth in the past 2 years in particular.

    So, in the interest of being prepared financially and mentally :), in this week's podcast I explore the impact of the stock market having an illustrative 30% decline in 2025. This is not a prediction of market mayhem this year, it's a premortem to allow us consider what it might mean for us, how we might or might not react, in order to deliver better outcomes for you.

    I hope it helps.

    Disclaimer
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    25 min

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