Ms Moneypennies

In this podcast episode, Kelly-Anne and Jill enjoyed a conversation with Kristen Foran, National Sales Director at Zurich.

Kristen shares her 30-year career journey in the financial industry, discussing how she overcame challenges as a woman in a traditionally male-dominated field. They talk about the importance of financial literacy and planning, particularly for women, and expressed concerns about women's retirement security. They highlight the need for more women in financial advisory roles and encourage women to take greater responsibility for their own financial futures. They also touched on the changing landscape of financial advice, moving from product-based approached to more caring holistic financial planning.

 

Have you got a question for Ms Moneypennies? Get in touch

Voice Note: 085 7285161

Email: [email protected]

Website: www.msmoneypennies.ie

Instagram: https://www.instagram.com/msmoneypennies.ie/

All topics discussed during this podcast are for informational purposes only and do not constitute financial advice.  We recommend when considering financial decisions, you seek the appropriate professional advice

In this episode Kelly-Anne and Jill discuss basic budgeting principles, emphasising the importance of tracking income and expenses while setting realistic financial goals.

They highlight the need for a budget plan that includes calculating net income, tracking expenses, and setting achievable objectives.

Listen into their discussion where they stress the value of maintaining a flexible and regularly updated budget that prioritises essentials. While building an emergency fund and managing debt.

 

If you need help tracking your income and expenses download our free spreadsheet from www.msmoneypennies.ie

 

Have you got a question for Ms Moneypennies? Get in touch

Voice Note: 085 7285161

Email: [email protected]

Website: www.msmoneypennies.ie

Instagram: https://www.instagram.com/msmoneypennies.ie/

All topics discussed during this podcast are for informational purposes only and do not constitute financial advice.  We recommend when considering financial decisions, you seek the appropriate professional advice

This week Jill and Kelly-Anne discussed women taking control of their finances, focusing on the AIB’s report for Nollaig na mBan. They talk through the report and highlight the importance of seeking financial advice, checking for pension gaps, making the most of savings, and regular reviews. They discuss who financial planning is crucial for everyone, not just those with large financial portfolios along with the need for regular reviews to adapt to changing circumstances.

 

You can check out the report here : nollaig-na-mBan-pr.pdf

 

Have you got a question for Ms Moneypennies? Get in touch

Voice Note: 085 7285161

Email: [email protected]

Website: www.msmoneypennies.ie

Instagram: https://www.instagram.com/msmoneypennies.ie/

All topics discussed during this podcast are for informational purposes only and do not constitute financial advice.  We recommend when considering financial decisions, you seek the appropriate professional advice

This week Jill and Kelly-Anne talk with Paul Watters from Digital Financial Services. Paul is a Financial Advisor who shares his personal experience of being diagnosed with cancer and going through treatment. He explains the financial and emotional pressures he faced while battling his illness.

 

Paul talks about how important it was to have the right insurance, including income protection and serious illness cover, to help him manage during a very uncertain time. His experience led him toward starting his own Financial Services Firm, where he now focuses on helping people plan their finances and advises setting up the right supports for both expected and unexpected events.

 

Tune in to hear Paul’s insightful story.

 

Have you got a question for Ms Moneypennies? Get in touch

Voice Note: 085 7285161

Email: [email protected]

Website: www.msmoneypennies.ie

Instagram: https://www.instagram.com/msmoneypennies.ie/

All topics discussed during this podcast are for informational purposes only and do not constitute financial advice.  We recommend when considering financial decisions, you seek the appropriate professional advice

Auto enrolment is on the way, and many people are meeting pension advisors to understand their options.

In this episode, Jill and Kelly-Anne go through an A to Z of pensions and explain the key terms you’re likely to hear.

The goal is to help you feel prepared and have a better understanding of what your pension actually means.

 

Have you got a question for Ms Moneypennies? Get in touch

Voice Note: 085 7285161

Email: [email protected]

Website: www.msmoneypennies.ie

Instagram: https://www.instagram.com/msmoneypennies.ie/

All topics discussed during this podcast are for informational purposes only and do not constitute financial advice.  We recommend when considering financial decisions, you seek the appropriate professional advice