最高の Financial Decisions ポッドキャスト (2024)

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

4d 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…

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

4d 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…

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The Wealth of Health #294 17:21

11d 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…

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

18d 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.…

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

1M 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…

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

2M 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…

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

2M 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…

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

2M 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…

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

2M 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…

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Investing in Retirement #290 17:48

2M 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…

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

2M 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. …

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

2M 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…

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

3M 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…

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

3M 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…

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Simplicity is The Ultimate Complexity #286 15:51

3M 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.…

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

3M 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…

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

4M 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…

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

4M 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…

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Auto Enrolment Pensions In Ireland # 283 18:44

5M 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 …

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

5M 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…

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

5M 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…

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

5M 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…

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

5M 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…

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Severance Payments and Taxes in Ireland #279 19:52

6M ago19:52

19:52

When it comes to leaving a PAYE job or winding-up your own company, there are various types of payments you might receive, or give yourself! But what about the tax implications of these payments? In Ireland, the tax treatment of payments on cessation of employment can seem like pie in the sky for many people – I'm here to clear the air for you! I h…

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ARF Incomes and PRSI Considerations #278 20:37

6M ago20:37

20:37

In this week's podcast, we talk about how taxation of ARF and your Tax works in Ireland. We will put to bed the question of how much tax you pay when you reach retirement and draw State and Private pension incomes. We'll talk about how tax of ARFs works when you make withdrawals and for inheritance and how PRSI works when it comes to an ARF. Hope y…

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The Intersection Of AI and Investing with CEO Ravi Koka. Podcast #277 43:15

6M ago43:15

43:15

Today we have a very interesting and unique chat with Ravi Koka, CEO and found of StockSnips. Paddy talks with Ravi about how AI is affecting our world and also how it affects the investing and wealth management world. Hope you find it helpful and would love to hear your thoughts! The Man Who Solved the Market: How Jim Simons Launched the Quant Rev…

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Financial Frameworks: Learning About Learning and Applying it to Value Investing 19:25

7M ago19:25

19:25

Financial Frameworks is narrowing its focus to cover two topics - one of which Dr. Lehan sees as not well covered on the Internet - how to learn better - and the second, the core of Financial Frameworks work, value investing. Dr. Lehan believes that most of us would be more successful by applying learning techniques that have been developed in the …

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Cultivating Diverse Leaders and Inclusive Culture with Dionna Topps James 54:09

7M ago54:09

54:09

Dionna has been with Whirlpool Corporation for 15 years and currently leads the Whirlpool Sales Enablement Team as well as being the Chief of Staff for the Sales SVP. She is responsible for creating strategies and experiences to enable profitable sales growth for both Whirlpool and its Trade Customers. Dionna has held various positions with escalat…

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Money Market Funds - Real or Unreal #276 13:05

7M ago13:05

13:05

Only last week I talked about Money Market Funds in Ireland and how they should and should not be used by businesses to generate some returns on their liquid cash. But I want to explore whether Money Market Funds in Ireland are a real and valuable investment vehicle that everyone should consider, or if they are purely a sales tool used by financial…

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Money Market Funds For Business Cash #275 29:43

7M ago29:43

29:43

In this week's podcast, we embark on an oceanic exploration of a topic of paramount significance to every discerning business owner, whether or not to use Money Market Funds for Company cash! Indeed, this topic can and will apply to business owners and non-business owners alike, it's just that business owners are usually more concerned about having…

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Property Pensions & PRSAs with Glenn Gaughran #274 54:15

7M ago54:15

54:15

In this week's podcast, we talk to Glenn Gaughran, Head of Business Development & Marketing at Independent Trustee Company (ITC), about PRSAs and Pension Property. With big changes in 2023 to PRSAs, Glenn tells us some great nuggets about what opportunities are available to those who have or wish to set up a PRSA. Key points: What are Trustees PRSA…

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The 5 Trends In Progressive Financial Advice #273 25:02

7M ago25:02

25:02

I was fortunate to attend FutureProof last week, the world's biggest Wealth Management and Financial Advice conference, attended by c3,000 Financial Advisors. It was held in L.A, California and so was attended mostly by US and Canadian advisors and institutions. And given US/Canada are probably 15 years ahead of us in progressive advice in clients'…

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From a Service Station Garage to Financial Advisory: Insights on Risks, Rewards, and the True Measure of Wealth with Dennis McKeever 35:16

8M ago35:16

35:16

Dennis McKeever has a bachelor’s degree in chemistry from the University of Pittsburgh along with a PhD in physical chemistry from the University of California, Irvine. Dennis retired from Dow Chemical after a thirty year career where he primarily served as a senior manager in Research and Development. However, he also had two business management e…

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Don't Jump Ship on Bonds #272 24:03

8M ago24:03

24:03

In the ever-evolving ocean of investments, where trends and fads can shift like the currents of the oceans beneath us, it's essential to keep a steady hand on the wheel. Amid the chorus of voices clamoring for the latest high-flying assets, one must pause and reconsider the tried-and-true: bonds. As financial advisors, it's our duty to ensure our c…

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Johnny Sexton The (pension) Legend #271 19:45

8M ago19:45

19:45

This week I share some lessons we can learn from Johnny Sexton's reported pension planning in recent weeks! I've not even met the man (yet!) but he is a sporting legend, and I admire everything that he's done (even balling the referees for some of their Cup Final decisions!). And he has set yet another fine leadership example in terms of his pensio…

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Talking Personal Finance with Brad Barrett – A $5Bn Planning Firm MD #270 1:00:20

8M ago1:00:20

1:00:20

In this week's podcast, Paddy has a fantastic chat with Brad Barret the MD of a $5Bn planning firm. Brad is a Managing Director with One Capital Management. He advises private individuals and families on their personal investment and advanced planning needs. In addition, he oversees the firm's Retirement and Corporate Services practice. His firm ma…

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Cash Is King? Podcast 269 23:49

9M ago23:49

23:49

Today I share some thoughts on holding cash, some saucy Central Bank of Ireland research on Irish households, and a warning about going all-in! Irish Household Wealth Aside from their regulatory role over financial services, Central Bank of Ireland share some really interesting research and reports. One such recent report was their 'Quarterly Finan…

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From Frogman to CEO: How Special Ops Skills Translate to Corporate Success with Matt Stevens 1:00:22

9M ago1:00:22

1:00:22

Matt Stevens transitioned from the U.S. Navy in July 2017 after serving for 26 years as a SEAL. He attended The Honor Foundation’s (THF) inaugural East Coast class in the Spring of 2016, joined the THF SOF Advisory Board in the Spring of 2017, and then joined THF’s Board of Directors in February 2018. Throughout his career, Matt served as a Special…

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5 Challenges to Independent Investment Advice in Ireland #268 30:15

9M ago30:15

30:15

Independent investment advice in Ireland is a rare thing, at least under current Central Bank of Ireland regulations. Currently, only an investment advice firm in Ireland that does not receive any form of commission can call themselves 'Independent'. So does that mean getting independent investment advice in Ireland is deeply flawed, not at all! Th…

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Important Questions About Retirement Planning #267 30:17

9M ago30:17

30:17

If securing a high-quality retirement income is high on your agenda, nailing the answers to the following questions ought to be high on your list of priorities. Whether you are just starting your career or approaching retirement age, 'today' is the next-best time to explore these, if you haven't already done so. With the intention of helping you ma…

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A Look Back at the Popular 'A Listener's Journey' Series #266 58:28

9M ago58:28

58:28

This week we bring back episode one in the popular 'A Listerner's Journey' podcast series with William Lacey. Throughout this series, William talks about his journey of escaping full-time employment. This is an insightful and helpful series that discusses many of the concerns, thoughts, priorities, and actions that many of us face as we transition …

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Balancing Growth and Experience with Ed Mohr 53:12

10M ago53:12

53:12

Ed Mohr is the retired Vice President of Total Rewards at Whirlpool Corporation, a Fortune 200 company specializing in home appliances. With a background in HR, manufacturing, and logistics, Ed has accumulated 29 years of experience in various roles. In his current position, he is accountable for executive compensation, broad-based compensation, gl…

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Flashback To a Classic: Lars Kroijer Interview 'Can We Beat the Market' #265 54:36

10M ago54:36

54:36

While Paddy is off enjoying his annual leave we bring you a classic and popular podcast from 2021. Lars is a former hedge fund manager, author, and entrepreneur from Denmark. Can we beat the market? If we can’t what should we do? Lars and Paddy talk about investments, hedge funds, beating markets, and much more that we hope you will find helpful.…

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Financial Frameworks Podcast 31: Value Investing Using Bruce Greenwald Growth Concepts 17:43

10M ago17:43

17:43

Financial Frameworks presents fundamental financial concepts in a practical, applied format and has been focusing on value invest both for its own sake and as a solid way to learn about broader applied and behavioral finance. This podcast outlines Professor Bruce Greenwald, Directo of Columbia University's Heilbrunn Graham & Dodd Value Investing Ce…

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Inheriting a House in Ireland #264 21:09

10M ago21:09

21:09

Inheriting a house can be a significant financial event. It carries its own set of implications and considerations. From taxes to inheritance thresholds, the financial aspects of inherited property can are worth considering if it is on your horizon, or that of your beneficiaries! In this week's podcast, I will explore: The intricacies of inheriting…

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Blazing Trails and Giving Back with Jenée Velasquez 47:49

11M ago47:49

47:49

Jenée Velasquez is the Executive Director of The Herbert H. and Grace A. Dow Foundation, a prestigious organization dedicated to philanthropy and community development. Velasquez began her professional journey as the Chief Executive Officer of Midland County's Economic Development Corporation, Midland Tomorrow, where she played a pivotal role in dr…

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TACTICAL | Executive Compensation 4:41

11M ago4:41

4:41

In this episode of Executive Decisions Podcast, host Sarah Delahanty, a certified financial planner, talks about how her firm, SYM Financial Advisors, helps executives understand and maximize their executive compensation and benefits. She emphasizes the importance of diversifying risks and making sure clients have a game plan for the year, includin…

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What We Need From Financial Advisors #263 22:59

11M ago22:59

22:59

Like any individual in any profession, every Financial Advisor will have different strengths and weaknesses. They each have different skill sets. None of them are perfect, and I include myself in that! In this short piece, I will delve into the importance of what financial advisors can do with and for their clients, even though many clients receivi…

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Financial Frameworks Podcast 30: Margin of Safety in Valuing a Company, Saving & Investing and Loss Aversion 18:14

11M ago18:14

18:14

Financial Frameworks continues looking for ways to apply margin of safety when selecting investments by looking at Professor Bruce Greenwald's approach to value investing. Prof. Greenwald divides a company into three parts for valuation. He measures assets first, then current earnings and finally makes future growth estimeates separately. Today's p…

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Changes in Retirement Planning with Clive Slattery #262 54:40

11M ago54:40

54:40

This week we have something a little different. We recently hosted a webinar with Pension and Revenue expert Clive Slattery. If you missed the webinar, here is the audio, which I hope you find helpful. Clive will talk about recent PRSA changes. - The implications for PAYE & Business Owners - How & Why these changes have come about - The significant…

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