Informed Decisions Independent Financial Planning & Money Podcast

• US Market Warnings – And What We Can Do About It

  There is more and more commentators shouting from the roof-tops about the massive growth of North American stock values and earnings over the past few years (since Covid really). I’ll explore what is and isn’t really happening, and what one’s practical options are.  Specifically, the following are the claims/alarms being flagged;  US Tech stocks have gone so incredibly well for several years, these companies, and the US is now over-priced and make up larger proportions of Globally Market than they ‘should’.  The future expected returns from S&P500 as a whole, so people ‘should’ now re-allocate to Europe, Emerging Markets and other locations, for future returns  I hope it helps. Disclaimer

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• EIIS Investing in Ireland with Kevin Canning

  In this week's podcast I talk with Kevin Canning, Managing Director of Quintas Capital. Kevin specialises in private markets and is the Investment Director of The EIIS Innovation Fund managed by Quintas. He is a Chartered Accountant (ACA), a Chartered Tax Advisor (CTA), and a respected member of the Irish Tax Institute, underscoring his comprehensive understanding of finance and taxation.   I hope you enjoy this interesting conversation.   Key Topics   What Quintas does EIIS Innovation Fund How private investing works       Kevin Canning - Quintas Capital Kevin LinkedIn The Psychology of Money   Disclaimer

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  51:26
• Holding Companies and Family Partnerships For Smart Tax Planning

  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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• Jordan Grumet Interview - Longevity, Health & Happiness

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

  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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