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Best Qualified Planner podcasts we could find (updated February 2020)
Best Qualified Planner podcasts we could find
Updated February 2020
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The way financial advice is done in Ireland is a bit broken, this is our little way of trying to make a positive difference! If you are looking for a Financial Planning Podcast for normal people in Ireland you may have just found it! Whether you are in your 20's 30's, 40s, 50's, 60's, or beyond we share ideas that can help make a difference in your Personal Finances. Take control of your financial future and develop successful habits with your money. Join Paddy Delaney on Ireland's award-win ...
 
The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you shou ...
 
This podcast is for women, including female entrepreneurs to learn practical money management tips to be financially confident. To get in control of money, to budget, gain financial confidence, learn how to invest, save money & manage money mindset and behaviours. Hosted by an award winning qualified financial planner and money coach. A must listen to for fans of Denise Duffield-Thomas, Pete Matthew, Money to the Masses and Dave Ramsey.
 
Each episode lasts between 5 and 15 minutes (as short and succinct as possible) and contains tips, strategies, research, methodology, case studies and ideas to help you build wealth safely and successfully. Stuart Wemyss is a qualified independent financial advisor, accountant, tax agent and licenses mortgage broker allowing him to provide holistic advice. He has authored three books with his latest being Investopoly. (Buy your copy here - http://investopoly.com.au/). Stuart writes a weekly ...
 
Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor marketing str ...
 
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show series
 
Today I’m going to share with you 10 tips as to how I believe that you can start to help your children develop a positive relationship with money. In this episode: How to help children learn to manage disappointment The power of patience How time together impacts money relationships When to reward children & when not to The importance of spontaneit…
 
Over the last few weeks, lenders have aggressively cut fixed rates, particularly for investors that borrow on an interest only basis. Three and five year fixed rates now range between 3.18% and 3.40% p.a. This means the cost to hold an investment property is as low as it’s ever been. This doesn’t mean we all should run out and buy an investment pro…
 
This piece is inspired by some recent conversations. These conversations have got me thinking about Financial Independence. It also reminded me how much I love conversations with other people - how the words that other say can have such meaning and depth to them, it's quite a thing! Thanks too to the recent iTunes Review-leavers - such positive wor…
 
I wanted to share with you today a really useful exercise around thinking of money as a person. What would she be called, what would she be saying, would I treat her as a close friend? In this episode: How we can use imposter syndrome to serve us Why we should treat money as a person The importance of our relationship with money The messages that m…
 
I've been doing some research recently to look into some of the stats about how many freelancers and self employed entrepreneurs are not investing in pensions, and I've come across some really incorrect information online. So I am here today to bust some of those myths about pensions when you are self employed. In this episode: Why I don't like the…
 
I wrote a blog in December last year about how difficult personal risk insurance (e.g. income protection, Life and TPD) is becoming to obtain. Also, in December, the government directed Australian insurers to make some very significant changes to their products. I have been waiting to measure the insurers response to these directives. These changes…
 
What is the relationship between life and your money? Listen to this conversation we had with George Kinder to hear more about Life Planning. For years I have been fascinated about how our relationship with money influences what we do, and don't do in life. So much so that I have begun my own journey to become a Registered Life Planner, to complime…
 
I wanted to talk to you today about the top 4 investing myths I hear from women, and the reasons I often hear as to why they are not getting started with investing in their financial future. You will learn: The difference between saving, investing, and speculating Why women are better investors than men Why you don't need to be wealthy to start inv…
 
In this bonus episode I share with you a personal insight into something I’ve really let myself down with this week. I wanted to share with you what I’ve learned about myself this week in the hope that it will help you too. You will learn: The importance of setting strong boundaries in business and personal life That you are not alone! How self car…
 
Starting out in paraplanning, Steve worked as an adviser for six months before getting more involved in the backend. He's worked in licensing, created ETF Watch, and is working with a team to launch a new superannuation fund. ETF Watch Website: https://www.etfwatch.com.au/ XY: https://www1.xyadviser.com/members/2432526 General Disclaimer – https://…
 
With share markets at an all-time high and sentiment in the property market recovering, it is a great opportunity to divest of any underperforming (dud) investments. Not all investments perform as expected. Therefore, it’s important you regularly review them. This review should be completed without any influence of emotion – it’s all about the numb…
 
I’m really excited to introduce to you today Chris and Jude. Chris is the creative director of Ready Steady Websites. He has worked and consulted on project with the likes of IKEA, RBS, and Coutts Bank. Jude is the co-founder and the brains behind the business, with a background in project management, training, and procurement. You will learn; Why …
 
In this bonus episode I'm sharing 3 key ways you can stop the cycle of overspending in any area of your life. You will learn; The most common areas of overspend The right questions to ask yourself The reason we often find it so difficult to control our spending My 3 step plan to ensure you halt the overspend cycle for good Resources: Join The Money…
 
Over the past few years I have observed a strong trend of investment-grade house prices growing stronger than apartments. It is true that all markets move in cycles and all cycles come to an end, eventually. It’s my thesis that several factors (such as the fall in the volume of new apartments, contraction of borrowing capacity and high population g…
 
Anna’s progress in her business has been incredibly inspiring to watch, and I’m delighted to have her back on the podcast this week to talk about the power of podcasting and how you can get more visible through podcasting. You will learn; How podcasts are performing in the UK right now The best time to start your own podcast When & why people liste…
 
This week there have been two 'big news' revelations about Irish Commercial Property Funds, neither of which will be deemed positive. This media coverage has many thousands of investors very concerned and dare I say, anxious. In a break from tradition, I am engaging in current market events, in the interest of helping ease some anxiety for investor…
 
In this bonus episode, I wanted to talk about six ways to deal with financial stress. Often getting into these money conversations with ourselves is difficult, because if anything is too stressful, we tend to just find something else to do. You will learn; My 6 top tips for dealing with financial stress A 7th BONUS tip! My unique SHOE method The po…
 
With term deposit rates currently ranging between 1% and 2% p.a., and the prospect of further rate cuts by the RBA, many investors are contemplating where to invest their cash. Most commentators and economists agree that it looks like the interest rate environment will be lower for longer. If that turns out to be true, term deposit returns won’t ev…
 
I'm really pleased to welcome back to the podcast Amy Rowlinson who we interviewed in series 2 about how to invest in property. In this interview we're also welcoming Amy's business partner Dan Hulbert to talk with us about how and where to start if you're thinking of buying investment property. In this episode: What is the best type of property in…
 
Many of us hear about Financial Independence, and it being a distant objective. But does it have to be a distant objective?? This week we chat with Kelvina Galavan (Mrs. Smart Money) about her journey, and how she, her husband and kids have begun living on their own terms. They took control of their finances, and are reaping the rewards! I hope you…
 
Investing in shares can produce tax benefits. But it can also result in tax liabilities too. Terms such as “franking credits” and “imputation credits” (same thing) were frequently used during last year’s federal election (the Labor Party proposed to ban franking credit refunds). However, many people do not understand these concepts. So, this blog s…
 
Managing your money leaks is something that I believe everyone should be doing on a regular basis. But as well as the practical steps involved in this, it's also about learning what causes you to overspend in the first place. In this episode: My 4 top tips to help you plug your money leaks How and why emotions affect money The beliefs that you hold…
 
As of March 31st 2020 new Central Bank of Ireland rules will mean that only a financial advice firm that does not receive commissions from sales of products will be entitled to state they are an 'Independent Financial Advisor' in Ireland. These firms (of which Informed Decisions is one of a handful in the country), will be entitled to use the term …
 
An independent financial advisor does a lot more than just tell you how to invest your money. In fact, a lot of the work they do is ‘behind the scenes’ so I thought it was a good idea to share this information in a blog. This will give you a better idea of what a financial advisor does, and therefore whether you might benefit from having one. Devel…
 
In this BONUS episode, I'm going to share with you the 15 Minute Money Date to have with yourself every day to help you manage money in your business. You will learn; The things I do every single day to manage money in my business How you can do these things in 15 minutes or less every single day Why it's important to do this from day one in your b…
 
A lot of folk, mostly at the encouragement of some advisors, decided to invest in Absolute Return Funds in Ireland. While they promised a lot, many of those same people are now questioning the decision to do so. This week, on Ireland's #1 Finance Blog & Podcast I hope to help you understand what they are, why their performance have been pretty rubb…
 
A massive welcome to series 4 of the podcast! We're kicking off the series with an amazing interview with Shaa Wasmund MBE talking about women's wealth and how we can take more control over our own. In this episode: How Shaa focused on creating financial stability for her family Why pensions and investing are so important What it takes to build a s…
 
Welcome to the very last podcast episode of 2019, where we'll be discussing how to generate semi passive income as a woman in business! It's been an absolute pleasure to record the podcast every week this year for you guys, and I'm very excited for what is coming up in 2020. In this episode: What is passive and semi passive income? Why should we be…
 
From Triple J to the SoA. Jade Eley talks Ray through his journey from humble beginnings of balancing AMP Horizons with band practice (I Know Leopard). Now MD for Plan 4 Financial Solutions, Jade discusses how he has successfully transitioned the business and client relationships from his father. Plan 4 Financial Group Website: https://www.hillross…
 
Welcome to Ireland’s award-winning investment and financial planning Blog & Podcast. As our final Blog of 2019 I have given a lot of thought about what message I would love to share. I have imagined that this was the last ever thing we write, and reflected on what we'd want to share. By the way, unless I unexpectedly die over the holidays it won't …
 
This week we're talking about ways you can improve your relationship with money and how to talk about money with yourself. This has been an ongoing thread running throughout series 3, but I really wanted to summarise 5 key areas to focus on. You will learn; How to focus on your relationship with money How to get more clarity & increase your self wo…
 
Personal insurances such as Income Protection, Life insurance and Total and Permanent Disability (TPD) are becoming impossible to get unless you are in perfect health. This change has occurred gradually over the past few years but has now reached the point that it’s become a real concern. This has a number of consequences which I discuss below. Ins…
 
Welcome to Ireland's award-winning investment and financial planning Blog & Podcast. If you are wondering if now is the right time to invest or not, this piece might be of some value. Indeed if you are unsure if you should invest in equities now, or wait for the crash, this Blog-post hopefully will help educate and inform, a little! Paddy Delaney Q…
 
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