Bedste Financial Decisions-podcasts (2024)

1
Financial Advisors: Who's Who and What Do They Do 32:26

2d ago32:26

32:26

Send us a text Ever wondered why your financial advisor recommends certain products? Join us on Bullshit on Stilts as we unravel the confusing world of financial advisors and insurance agents. We start with a deep dive into the various roles within the financial services and insurance industry, decoding titles like registered representatives, inves…

1
Budget 2025 Don't Look Back In Anger #307 19:31

6d ago19:31

19:31

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 …

1
Decoding Costs of Investing. What are Your Total Costs? 27:08

9d ago27:08

27:08

Send us a text Are hidden fees draining your investment returns without you even realizing it? We promise, by the end of this episode, you’ll be armed with the knowledge to uncover and tackle these sneaky costs. Join us, your trusty knuckleheads, as we navigate the labyrinth of investment fees with a mix of serious analysis and our signature humor.…

1
The Good, The Bad, & The Bonds #306 22:56

13d ago22:56

22:56

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 o…

1
Are Your Investments on Track? Comparing Performance to Benchmarks 23:05

16d ago23:05

23:05

Send us a text Ever wondered how to tell if your investment advice is leading you down a garden path? This episode of Bullshit on Stilts has you covered, as we spotlight the essential practice of assessing your investment performance against independent benchmarks. Learn how 401k accounts display performance metrics and why comparing your returns w…

1
Federal Estate Tax in Ireland #305 21:23

20d ago21:23

21:23

In this week's podcast, I cover a topic that I did a couple of years ago. FET is still an issue that I believe awareness is still not as wide as it should be. Potential Federal Estate Tax (FET) on US-based assets is critical for for us all to be aware of, and is often unknown. If you have more than $60k worth of assets domiciled in the USA, could t…

1
Evaluating Your Investment Performance: How yah doing? 25:00

23d ago25:00

25:00

Send us a text Curious if your investment manager is actually adding value to your portfolio, or just riding the market's coattails? Get ready to navigate the murky waters of investment performance with a mix of humor and hard-hitting analysis on Bullshit on Stilts! We start by unpacking the often confusing concept of "alpha." Using a relatable she…

1
R.O.N.A.N - Lessons I've Learned...About Life & Retirement 17:47

27d ago17:47

17:47

This week's podcast was a difficult one to do, and I'm still not sure if it's appropriate or not for this space, but my intent is to look for the positives, and to be reminded of a few key principles, financial and non-financial. I hope it helps, both you and I!

1
Why Do You Own What You Own? Unraveling Your Investment Portfolio Choices 32:33

1M ago32:33

32:33

Send us a text Ever wondered why you own the investments you do? On this episode of "Bullshit on Stilts," we unravel the mystery behind your portfolio choices, helping you maintain control and avoid decision regret. We'll discuss the importance of aligning your investments with your time horizon and objectives, ensuring your portfolio reflects your…

1
Section 73 Investment Plans - Bear With Me. Podcast#303 27:11

1M ago27:11

27:11

For those looking to pass on wealth while trying to simultaneously reduce tax on the proceeds, Section 73 investment plans offer a potential solution. These plans are specifically designed and sold to try manage Capital Acquisitions Tax (CAT) liabilities on gifts, and to provide a potentially tax-efficient way to transfer assets to loved-ones. But …

1
What's in Your Investment Portfolio? Knowing What You Own? 19:48

1M ago19:48

19:48

Send us a text Are you truly aware of what you own in your investment and retirement accounts? Prepare to unlock the mysteries of investment funds and portfolio allocation on this episode of "Bullshit on Stilts." We promise you'll come away with a solid grasp of different investment products, such as individual stocks, mutual funds, index funds, an…

1
Is Your Life Insurance Policy Good, Bad, or Ugly? The Fab Five Questions on Life Insurance. 35:12

1M ago35:12

35:12

Send us a text Can understanding life insurance be as simple as building a house? Tune in to Bullshit on Stilts as we promise to demystify the often confusing world of life insurance. This episode is packed with crucial insights starting with our Fab Five questions designed to empower you. We'll help you identify the different types of life insuran…

1
Get Your Taxes in Order with Alan Purcell #302 1:10:21

2M ago1:10:21

1:10:21

In this weeks podcast we have a interesting guest with us - Alan Purcell from Cloud Accounts in Dublin. Alan is unique as he is both a Chartered Accountant and Chartered Tax Advisor. We had a quite broad conversation and covered a lot of ground, which I hope that you find helpful. Key topics include: PAYE taxes as an employee and what you should co…

1
Spotting Sloppy Investment Advice: The Fab Five Questions on Investments. 30:35

2M ago30:35

30:35

Send us a text Want to sharpen your financial acumen and spot the pitfalls of bad investment advice? On this episode of Bullshit on Stilts, we promise to equip you with the essential tools to develop your "bullshit sniffer" for investments. We'll introduce you to the "Fab Five" critical questions that put you in the driver's seat of your financial …

1
Cash Pay and RX 9:04

2M ago9:04

9:04

Send us a text Let's talk about drugs. You know, pharmaceuticals - aka pharma or RX. Let's take a look at optimizing the old bullshit sniffer when it comes to the world of medically prescribed drugs. Developing your financial bullshit sniffer one episode at a time.Af Keli Alo & Mark Robinson

1
What is cash pay health care? 10:49

2M ago10:49

10:49

Send us a text Introducing cash pay health care. Mark and Keli get into the health care cash pay marketplace. They discuss and compare the differences between the costs of health care services when accessing insurance network providers vs. cash pay alternatives. Mark paints a vivid picture of the difference between cash vs. insurance in network dis…

1
Cash Pay - Hospitals and Primary Care Physicians 14:47

2M ago14:47

14:47

Send us a text Mark and Keli review how cash pay works with hospitals and primary care physicians (PCPs). Discussing how the number of hospital services being offered as cash pay is on the rise. Get a peek into the business of health care that doctors face within some hospital groups. Developing your financial bullshit sniffer one episode at a time…

1
Health Insurance, what the f@! 50:28

2M ago50:28

50:28

Send us a text Let's focus on health insurance. During the podcast, the guys examine the health care with and without insurance. They introduce cash pay health care providers that offer substantial discounts to the insurance discounted prices for the same care and for the majority of health care needs. Developing your financial bullshit sniffer one…

1
Bullshitting ourselves? But of course! 11:43

2M ago11:43

11:43

Send us a text Delving into the area of why many people deny, delay, and defer critical financial decisions. Mark and Keli get into observations of what maybe going on behind the curtains of a consumer's decision-making procrastination? Developing your financial bullshit sniffer one episode at a time.…

1
What's with the name? 10:56

2M ago10:56

10:56

Send us a text Keli and Mark discuss where the name, "Bullshit on Stilts" comes from and share their perspectives on helping folks focus on money related decisions rather than products. Developing your financial bullshit sniffer one episode at a time.Af Keli Alo & Mark Robinson

1
From The Marines to Professor of Financial Planning #301 54:39

3M ago54:39

54:39

For this week's podcast we welcome a fantastic guest, Chet Bennetts. A professor of Financial Planning with a wonderful story about how he got to where he is and shares some interesting ideas with us. Main topics: Chet's journey to financial planning His current role Why he got involved with helping veterans with financial planning His PhD work I h…

1
Investing vs Inflation, We Are Hiring & I Interview My Kids #300 38:51

3M ago38:51

38:51

This week's podcast is the 300th Informed Decisions Personal Finance Podcast, so it is a little bit different than the usual! Key topics are: Inflation vs Investments over the past few years, what has or has not retained your purchasing power Informed Decisions Financial Planning may be hiring! I interview my kids, my most challenging interview to …

1
Section 72 Policies - Pros & Cons #299 28:52

4M ago28:52

28:52

In this week's podcast I take a look at Section 72 policies. What are they and what's good and bad about them? What would the outcome look like if you saved the premium instead? Section 72 policies are often discussed as a tool to manage inheritance tax liabilities and to maximise the legacy they leave to loved-one. I hope it helps.…

1
Inflation On Your Pension Assets #298 22:25

4M ago22:25

22:25

In this week's podcast I tackle a topic that's been heavily addressed already, inflation - but in the context of what it means for your pension assets. You may have noticed the Consumer Price Index (CPI) suggesting that inflation rates are easing off from recent highs. However, if we cast our minds back to the mid-1960s to the early 1980s, history …

1
Should I Invest in Bonds # 297 19:14

4M ago19:14

19:14

In this week's podcast I take a look at Bonds If you've got a slice of your pension or investment pie in bonds—be it individual or a fund, government or corporate—you're in good company. Many savvy investors do, and have always done. It's always been seen as a smart move, a bit of "financial wisdom" passed down through generations! But lately, than…

1
Financial Frameworks Podcast 37: Value Investing - A Practical Approach to Figuring Out Moats 23:46

4M ago23:46

23:46

Financial Frameworks addresses the question "What is a wide moat stock?" in the first of a two-podcast discussion by providing an overview of how professionals define moat stocks - with a particular nod to Warren Buffett. And by taking a concrete and practical approach to the matter by looking at one stock in particular - Occidental Petroleum - usi…

1
Risk of Ruin...Lifestyle & Default Investment Pension Strategies #296 21:30

5M ago21:30

21:30

In this week's podcast, I take another look at Lifestyle and Default Investment strategies for pension funds in Ireland. Something I've discussed before. For the past 7 years, I have been making the case for avoiding Lifestyling for most investors (those that can handle volatility). And it's been a lonely place! While I had nothing but positive fee…

1
From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis 43:40

5M ago43:40

43:40

In today's episode of Executive Decisions, host Sarah Delahanty sits down with Todd Davis who shares his rich career history from building airplanes to his executive career in the orthopedic industry. Todd reflects on his journey from managing older union workers while still in his 20’s to his transition into executive leadership roles. He emphasiz…

1
Larry Fink & My Granny's Kitchen #295 24:05

5M ago24:05

24:05

In this week's podcast, I talk about Larry Fink, Warren Buffet, and my granny's kitchen. Larry Fink is renowned for his role as the CEO of BlackRock, one of the world's largest investment management firms. Much like Warren Buffett, Fink has earned a reputation as a visionary in the world of finance, leveraging his expertise to advocate for long-ter…

1
The Wealth of Health #294 17:21

5M ago17:21

17:21

In this week's podcast, I talk about the Wealth of Health. Something slightly off-topic this week, and something far more concise that usual. I hope it helps you. A definition of wealth is 'a plentiful supply of a particular desirable thing'. Money is a desirable thing - and we put a lot of focus here on accumulating and protecting that in an effic…

1
Are Fisher Investments Ireland Any Good? #293 21:08

5M ago21:08

21:08

In this week's podcast I take a look at Fisher Investments Ireland. Fisher Investments have been around the USA a long time apparently, and recently set-up shop in Ireland, but are Fisher Investments Ireland any good, I hear some ask? Are they a fish out of water, or are they a saviour landed on our shores! Lets find out! I hope it helps.…

1
Financial Frameworks Podcast 36: Value Investing Hard Task 4 - Passing on A Stock That is Close 19:19

6M ago19:19

19:19

Financial Frameworks is focused on helping value investors integrate their skills and decision-making styles with solid fundamental financial concepts. This podcast provides a way to determine if an investment is close to meeting a person's criteria for making a solid, possibly exceptional, investment, but must be passed on because, while it is clo…

1
Bitcoin ETFs & Nvidia - Lets Be Having You!? #292 20:35

6M ago20:35

20:35

One of my favourite podcasts is The Compound & Friends featuring hosts Josh Brown and Michael Batnick of 'Ritholtz Wealth' in the US. They are irreverent, funny, informative and between them and their varied guests (they call them 'friends'!) share some great insights and information. In recent weeks they have touched on a wide variety of topics, b…

1
Financial Frameworks Podcast 35: Value Investing - Committing to the Decision 13:34

6M ago13:34

13:34

Financial Frameworks has been discussing what Dr. Lehan sees as difficult tasks when performing value investing. This podcast outlines his third hardest task, committing to the decision in a way that is self-aware, rational and available for review and future learning. Dr. Lehan points out Daniel Kahneman's research that proves that we don't always…

1
A Lesson From The UK? Scandals & Over-Charging #291 15:22

7M ago15:22

15:22

In this week's podcast I talk about the scandal of UK investment firm Saint James' Place. It is a monstrous financial advice and investment firm regulated by the FCA in the UK. It has been marred by scandals over the past few years. They've been accused of it all; from 'rogue' investment managers (whose clients are still trying to get their money b…

1
A Holistic Approach to Professional and Personal Development with Dr. Drew Flamm 42:00

7M ago42:00

42:00

In today's episode of Executive Decisions, host Sarah Delahanty sits down with Dr. Drew Flamm, President of Grace College & Seminary, to explore the formative experiences that shaped his leadership path and the value of embracing a spectrum of opportunities. Dr. Flamm shares personal stories of early financial discipline, the impact of mentorship o…

1
Investing in Retirement #290 17:48

7M ago17:48

17:48

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…

1
Should I Go All-In On The S&P500? #289 24:47

7M ago24:47

24:47

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. …

1
Pension Lifestyling - A Blessing or a Curse For Retirees? #288 24:06

7M ago24:06

24:06

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…

1
From Pacemakers to Entrepreneurship: Navigating the Medical Device Industry with Tim Early 20:54

8M ago20:54

20:54

In this episode of Executive Decisions, guest hosted by Seth Whicker, guest Tim Early, CEO of DreamOn Group, shares his insightful journey from an early career decision to move from New York to Florida, leading to a pivotal role in the medical device industry with Cordis Corporation. Tim reflects on his educational transitions, notably from West Po…

1
Anne Lester Your Best Financial Life: Save Smart Now for the Future You Want #287 1:00:50

8M ago1:00:50

1:00:50

In this week's podcast Paddy has a fantastic chat with Anne Lester. Anne Lester is a retirement expert, author, media commentator, top-rated speaker and former Head of Retirement Solutions for JPMorgan Asset Management, where she worked almost 30 years. In 2020, Anne was recognized for her extraordinary lifetime contributions to Americans’ economic…

1
Simplicity is The Ultimate Complexity #286 15:51

8M ago15:51

15:51

Something a little different, and a lot shorter this week. Far too often, when a prospective client asks me to run the rule over their financial affairs, I see complexity and sophistication, and resultant negative outcomes. It is not their fault, it is the fault of 'experts' plying their 'sophisticated' trade. I hope it helps.…

1
Best Investments of 2022 and 2023 in Ireland #285 16:15

8M ago16:15

16:15

On this week’s podcast, Paddy talks about which investments of the past few years in Ireland were the best. He will analyse two very different investment approaches; one a middle of the road insurance company approach, the other an aggressive multi-national fund manager approach. And before delving in, consider what you believe the meaning of 'best…

1
Financial Frameworks Podcast 34: Trusting Your Judgement and Avoiding Overconfidence 17:51

9M ago17:51

17:51

"How do I know that I am making the right decision?" Financial Frameworks continues its highlights of Dr. Lehan's most difficult tasks by presenting research and suggestions on how to answer that question when making an investment. This podcst focuses on behavioral finance research that has shed light on how a person learns to trust their judgement…

1
Retirement Planning For Business Owners in Ireland #284 15:40

9M ago15:40

15:40

In this week's podcast, we talk about retirement planning strategies for business owners in Ireland. Retirement marks a significant milestone in life. And I believe it fair to say that it is especially so for many business owners, who have often spent years nurturing their beloved businesses! In Ireland, effective retirement planning is crucial, no…

1
Auto Enrolment Pensions In Ireland # 283 18:44

9M ago18:44

18:44

In this week's podcast, we talk about Auto-Enrolment Pensions. In the second half of 2024, Ireland is hoping to introduce Auto-Enrolment Pensions. Many people will have heard whispers, and some may be fully aware of it. However, for many employers, there is a bit of concern as to exactly what they may or may not need to do about it all! Let’s take …

1
Tax Pitfalls To Avoid with Christine Kearney CTA #282 35:51

9M ago35:51

35:51

In this week's podcast, we chat with Christine Kearney CTA from VengaPeople. Christine offers tax and business advice to people living in Ireland and Irish people living abroad. Key topics Business exit and expansion planning Estate planning Residency planning I hope it helps. Shoe Dog: A Memoir by the Creator of Nike Christine Kearney…

1
Financial Frameworks Podcast 33: Value Investing Hard Parts, Let’s Start with Margin of Safety 29:57

9M ago29:57

29:57

Financial Frameworks is now focusing on two topics: Value investing and how we learn about investing - for the purpose of getting better at it. This podcast outlines Dr. Lehan's "Four Hardest Value Investing Tasks" - for him anyway, and then discusses his first hard task - insuring a margin of safety in an investment. After a brief tribute to Charl…

1
Gifting 2m Tax Free To Family in Ireland #281 23:26

10M ago23:26

23:26

Gifting €2m to your family tax free. At first glance, this seems impossible and/or undesirable but with smart planning it is possible to avoid all tax burdens on such a gift, legally and legitimately. In Ireland, the tax landscape, especially concerning wealth transfer, can be a bit like navigating a maze. The culprit? Capital Acquisitions Tax (CAT…

1
20 Investment Tips For Irish Investors To Navigate #280 15:09

10M ago15:09

15:09

I recently came across a wonderful infographic showing 20 mistakes that investors make, and which they should try to avoid. It reminded me that sometimes we in the investing world talk down to retail investors, many of whom are way smarter than those actually in the investment world! It also reminded me of a parenting tip I got once. That was to al…

Podcasts der er værd at lytte til

Financial Decisions Podcasts

Podcasts der er værd at lytte til

Hurtig referencevejledning