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Our Review of 2024 & Your Wealth Management Advice for 2025
Manage episode 460916958 series 3613875
Content provided by Marc Westlake & John McNicholas (Everlake.ie), Marc Westlake, and John McNicholas (Everlake.ie). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marc Westlake & John McNicholas (Everlake.ie), Marc Westlake, and John McNicholas (Everlake.ie) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Marc Westlake and John McNicholas review key financial events and legislative changes in Ireland from 2024 to help guide informed financial decisions for 2025. They emphasize the unpredictability of markets, the importance of understanding financial news, and strategies for diversified, low-risk investments.
The episode is also your exclusive consultation for 2025 and covers significant legislative updates in Ireland, including changes in tax and pension rules, and underscores the importance of regular financial reviews, financial apps, and maintaining a rainy day fund. They also discuss how to manage high returns and the need for a forward-looking approach to financial planning.
Main Topics:
- 2024 Financial Performance: Discussion of market outcomes, highlighting the strong performance of a typical 60/40 portfolio and fixed income investments.
- Legislative Changes in Ireland: Overview of increased inheritance tax thresholds, updated pension rules, and changes to the standard fund threshold.
- Investment Strategy: Diversification, low-risk options, and the importance of managing long-term vs. short-term expectations.
- Financial Reviews and Planning: Emphasizing regular assessments to account for legislative changes and shifts in personal circumstances.
- Financial Tools and Apps: Use of apps like An Post Money to track expenses and aid in achieving financial goals, while being mindful of data privacy concerns.
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This podcast is intended for information and educational purposes only and does not represent a specific recommendation or advice for an individual to follow. Speak to your financial adviser, in the context of your own personal circumstances, prior to making any financial or investment decisions.
This podcast uses the following third-party services for analysis:
OP3 - https://op3.dev/privacy
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