Best Financial Analysis Introduction Podcasts (2025)

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Family Partnerships as a Flexible Tool for Lifetime Wealth Planning with Andrea McNamara 25:16

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5M ago25:16

25:16

How can you support your children financially, on your terms, while optimising for tax and retaining control? In this episode, Marc Westlake is joined by Andrea McNamara, Director of Private Client Law at EY Law Ireland, to unpack the often-overlooked but highly effective structure of family partnerships in Ireland. There are some differences betwe…

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Tax Traps, Offshore Fund Rules and the Stories You Don’t Hear with Stephanie Wickham (Part 2) 36:13

5M ago36:13

36:13

In this follow-up to their in-depth conversation, Marc Westlake is joined once again by Irish tax expert and host of Taxbytes for Expats, Stephanie Wickham for Part 2 of their conversation. Together, they chat about more of the complex and often misunderstood realities facing expats and returning Irish citizens navigating the Irish tax system. In P…

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Tax Residency, Domicile & Planning for Expats in Ireland with Stephanie Wickham (Part 1) 41:16

6M ago41:16

41:16

Returning to Ireland or moving here for the first time? The tax implications can be complex but with the right guidance, they don’t have to be overwhelming. In this two-part conversation, Marc Westlake sits down with chartered accountant and Expat Taxes founder, Stephanie Wickham, to unpack the critical issues facing internationally mobile families…

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Avoid Greenwashing and Use Your Money for Real Impact As a Sustainable Investor with Gavin Francis 48:58

6M ago48:58

48:58

In this episode, John McNicholas sits down with Gavin Francis, founder of Worthstone and a leading advocate for sustainable and impact investing in the UK. Together, they discuss what it really means to invest sustainably, the aspects of funds that are doing the right things for the planet, and how to avoid the buzzwords and glossy brochures. They …

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Choosing the Right Trust For Your Family’s Future with Andrea McNamara 27:07

6M ago27:07

27:07

In this episode, Marc Westlake is joined once again by Andrea McNamara, Director of Private Client Law at EY Law Ireland, for a deep dive into the world of trusts in Ireland. They explore when and why trusts are used, the differences between discretionary, bare, fixed, and life interest trusts, and the common misconceptions that can lead families a…

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Investment Literacy: What you Need to Know to Grow your Portfolio 48:26

7M ago48:26

48:26

When it comes to investing, what should you really understand? And how much detail is enough? In this episode, Marc Westlake and John McNicholas unpack the importance of “Investor Literacy” - not in terms of mastering jargon or market timing, but in having the clarity and confidence to ask the right questions, understand the basics, and tune out th…

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Strategies to Teach your Kids about Money Management with Phil Wellington 22:09

7M ago22:09

22:09

In this episode, John McNicholas is joined by Phil Wellington of PortfolioMetrix to explore the often-overlooked subject of teaching children about money. From pocket money ledgers to the challenges of a tap-to-pay world, they share personal stories, practical strategies and lessons passed down from their own parents to help teach kids about money …

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Practical Strategies for Managing Financial Risk in 2025 20:06

8M ago20:06

20:06

In this episode, Marc Westlake and John McNicholas discuss the practical considerations of managing financial risk, a continuation of their previous discussion on understanding financial risk in Ireland. They emphasise the importance of understanding personal risk factors and the bespoke nature of risk management in wealth management and investment…

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The Power of Estate Planning: An Introduction with Andrea McNamara of EY Law 16:35

8M ago16:35

16:35

Estate planning isn’t just about writing a will—it’s about securing your financial future, protecting your loved ones, and making informed decisions that minimise tax liabilities. In this episode, Marc Westlake sits down with Andrea McNamara, Director of Private Client Law at EY Law Ireland, to explore the crucial role estate planning plays for ind…

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Getting Perspective on your Financial Risk 30:13

9M ago30:13

30:13

Understanding risk in your finances is hard enough, but to know if you're making the right move while taking a risk is difficult without the right advice. In this episode of the Everlake podcast, hosts John McNicholas and Marc Westlake discuss the complexities of understanding and managing risk in financial planning. They cover various types of ris…

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Why You Need the Experts for your Investments with Phil Wellington & PortfolioMetrix 54:35

9M ago54:35

54:35

There's a reason why investment portfolios are sometimes delegated to the experts: you need someone with experience of both Asset Allocation and fund selection decisions. In this episode, John McNicholas is joined by Phil Wellington, a Chartered Financial Analyst, Director and Investment Analyst at PortfolioMetrix. Phil has maybe an unconventional …

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Our Review of 2024 & Your Wealth Management Advice for 2025 44:26

10M ago44:26

44:26

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 consu…

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Hoarding Money Isn't An Investment: Money On Deposit and the Effect on your Wealth 51:06

11M ago51:06

51:06

Most people consider having money in the bank as the most effective way to create wealth. Little do they know that the banks give very little return to its customers for a high amount of investment they can make at their expense. In this episode of Everlake, hosts John McNicholas and Marc Westlake explore the limited control individuals have over t…

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How the Irish Finance Bill 2024 Impacts your Wealth Management 14:07

11M ago14:07

14:07

The Irish Finance Bill for this year (2024) has included a number of recommendations in the lead up to the election. In this episode, Marc Westlake delves into the key changes and implications of the Bill. He explores how the recent budget adjustments affect financial planning specifically in Ireland, highlighting significant updates such as the in…

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Fear of Money (Introducing Everlake Episode 3) 16:50

12M ago16:50

16:50

If money was tight growing up, you probably have a script running in your brain that sabotages good financial decisions! On this episode Marc Westlake and John McNicolas explore some of those scripts, and how to upgrade your thinking about money, starting with tax. --- Thanks so much for listening to this episode of the Everlake podcast! If you'd l…

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Speaking Plainly (Introducing Everlake Episode 1) 15:38

12M ago15:38

15:38

Welcome to the Everlake podcast! On this first episode, Marc Westlake and John McNicolas discuss the complexity of the financial system, and the importance of clear communication and understanding. As this is the first episode, they also share our own stories of how they got into the murky world of finance. Enjoy! --- Thanks so much for listening t…

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Trust and Transparency (Introducing Everlake Episode 5) 13:47

12M ago13:47

13:47

Trust is a big issue in the financial sector. The fact is, if you don't trust your advisor, you won't act on the advice. Even worse, Ireland is perhaps the most difficult jurisdiction on the planet to invest your life savings! Listen in as John McNicolas and Marc Westlake discuss the issue of trust. --- Thanks so much for listening to this episode …

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Planning Essentials (Introducing Everlake Episode 4) 14:14

12M ago14:14

14:14

The most common question we get from clients is: should I leave my pension invested at retirement? Or should I consider an annuity? On this episode, Marc Westlake and John McNicolas address that question and discuss other financial planning essentials. --- Thanks so much for listening to this episode of the Everlake podcast! If you'd like to work w…

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Making Good Decisions (Introducing Everlake Episode 2) 15:34

12M ago15:34

15:34

To make good financial decisions, you first need to be what is called 'financially literate'. Fortunately, financial literacy isn't as hard as it might seem! Listen in as Marc Westlake and John McNicolas discuss why on this episode. --- Thanks so much for listening to this episode of the Everlake podcast! If you'd like to work with us, head to http…

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PREMIERE: Everlake Podcast Trailer 1:06

1y ago1:06

1:06

Welcome to the Everlake podcast! At Everlake we build strong, long-term relationships with a core group of clients. We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions. Operating in an ethical and sustainable manner, and putting the interest …

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S3:E1 - Season 3 Episode 1 - Introduction to 2nd Innings 7:49

1y ago7:49

7:49

S3:E1 - Season 3 Episode 1 - Introduction to 2nd Innings Welcome back to the "2nd Innings" podcast, where we explore the power of second chances! In this season, we bring you inspiring stories and practical advice on starting over, overcoming setbacks, and rediscovering your true potential. Share your feedback with us at [email protected]. We…

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S2:E34 : வீரயுக நாயகன் வேள்பாரி | VELPARI | BOOK BRIEF |புத்தக குறிப்பு | நான் ரசித்தது 15:02

2+ y ago15:02

15:02

S2:E34 : வீரயுக நாயகன் வேள்பாரி | VELPARI | BOOK BRIEF |புத்தக குறிப்பு | நான் ரசித்தது Velpari is one of the finest works of Sahitya Akademi Award-winning writer Su Venkatesan. After he serialised the story of the great Tamil king in leading Tamil weekly Ananda Vikatan, which successfully ran for more than 100 weeks, the series has been brought ou…

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S2:E33- HOW MAKE A HABIT CONSISTENT? | எப்படி ஒரு பழக்கத்தை சீரானதாக்குவது ? 9:06

3y ago9:06

9:06

S2:E33- HOW MAKE A HABIT CONSISTENT? | எப்படி ஒரு பழக்கத்தை சீரானதாக்குவது ? It can be difficult to build good habits. That’s especially true if you want to stick with them for the long-term. And with that in mind, here are 3 things that you can do right now to build good habits. Article by : James Clear Post your feedbacks in [email protected]…

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S2:E32- WHY DO RELATIONSHIP FAIL? | ஏன் உறவுகளை இழக்கிறோம் ? 13:32

3y ago13:32

13:32

S2:E32- WHY DO RELATIONSHIP FAIL? | ஏன் உறவுகளை இழக்கிறோம் ? In this episode, i have spoke about 8 major reasons for relationship failure. I have also put in my experience to find a solution for these problems. Post your feedbacks in [email protected] Now we are available on all top podcasting & music platforms in India like Amazon Music | Ga…

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S2:E31 - 8 QUALITIES THAT I LEARNED FROM MY 1ST BOSS (TAMIL) - என் முதல் பாஸ்ஸிடம் இருந்து கற்றுக்கொண்ட 8 பாடங்கள் 10:44

3y ago10:44

10:44

S2:E31 - 8 QUALITIES THAT I LEARNED FROM MY 1ST BOSS (TAMIL) - என் முதல் பாஸ்ஸிடம் இருந்து கற்றுக்கொண்ட 8 பாடங்கள் In this podcast, I have shared my personal experience about the most admired qualities from my first boss. Have you ever had a personal encounter with someone that absolutely changed your life like me? Post your feedbacks in thempspodc…

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S2:E30 - 1 MINUTE MESSAGE - HOW TO MAKE YOUR DAY IMPACTFUL (TAMIL) - உங்கள் நாளை பயனுள்ளதாக மாற்றுவதற்கான வழி 1:02

3y ago1:02

1:02

S2:E30 - 1 MINUTE MESSAGE - HOW TO MAKE YOUR DAY IMPACTFUL (TAMIL) - உங்கள் நாளை பயனுள்ளதாக மாற்றுவதற்கான வழி In this 1 minute message, I have spoke about my strategies to make my day an impactful one. Happy Living!!! Post your feedbacks in [email protected] Now we are available on all top podcasting & music platforms in India like Amazon Mus…

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S2:E29 - STOP DOING THESE 7 MISTAKES IN LIFE (TAMIL) - தவிர்க்கவேண்டிய 7 பிழைகள் 9:49

3y ago9:49

9:49

S2:E29 - STOP DOING THESE 7 MISTAKES IN LIFE (TAMIL) - தவிர்க்கவேண்டிய 7 பிழைகள் Life becomes better when you stop doing these 7 costly mistakes in life. After following this, let me know if life has become a celebration for you. Happy Living!!! Post your feedbacks in [email protected] Now we are available on all top podcasting & music platfo…

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S2:E28 - தீபாவளி மாற்றங்கள் | பள்ளி முதல் இன்று வரை | DEEPAWALI NOSTALGIC TRANSITIONS (TAMIL) 11:51

3y ago11:51

11:51

S2:E28 - என் தீபாவளி மாற்றங்களும் நினைவுகளும் | பள்ளி முதல் இன்று வரை | DEEPAWALI TRANSITIONS (TAMIL) என் தீபாவளி நினைவுகளை நான் இங்கு பகிர்ந்திரு இருக்கிறேன். எதாவது ஒரு இடத்தில் எனது நினைவோடு உங்கள் நினைவும் இணைந்தால் அதுவே எனது சந்தோசம். I have shared my nostalgic memories of Deepavali here. Post your feedbacks in [email protected] Now we …

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S2:E27 - EGO IS THE ENEMY OF GOOD LEADERSHIP - ஈகோ - தலைமை பண்பின் மிகப்பெரிய எதிரி - TAMIL 9:51

3+ y ago9:51

9:51

EGO IS THE ENEMY OF GOOD LEADERSHIP - ஈகோ - தலைமை பண்பின் மிகப்பெரிய எதிரி - TAMIL While most of the leaders grow, their EGO also equally grows with them in the same or higher magnitude. This creates a gap between them and people. This podcast clearly explains on Inflated ego that narrows our vision. With Ego's growing it looks for information that…

4+ y ago9:14

9:14

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S2:E13 - BOOK SUMMARY - RICH DAD POOR DAD - ROBERT KIYOSAKI 12:35

4+ y ago12:35

12:35

S2:E13 - BOOK SUMMARY - RICH DAD POOR DAD - ROBERT KIYOSAKI This book changes the conventional financial thinking. Key points in this book summary: ● Rich Dad vs. Poor Dad - who they are and how they are different ● Financial Statements - a quick review of assets and liabilities ● Lesson 1: What kind of education to get for better financial status …

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S2:E12 - HOW TO START A CONVERSATION AND ENGAGE THEM? | எப்படி ஒரு உரையாலடலை தொடங்கி அதை சிறப்பாக கொண்டுசெல்வது ? 8:47

4+ y ago8:47

8:47

S2:E12 - HOW TO START A CONVERSATION AND ENGAGE THEM? | எப்படி ஒரு உரையாலடலை தொடங்கி அதை சிறப்பாக கொண்டுசெல்வது ? This is an article from Best Selling Authors lecture - Chris Widener's How to Talk to Anyone, Anytime and Anywhere Speaking is an important tool to built relationship, engage with people and make money. Majority of us, have the problem …

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S2:E11- PETROL & DIESEL PRICE HIKE | எகிறும் பெட்ரோல் டீசல் விலை காரணம் என்ன? 10:44

4+ y ago10:44

10:44

S2:E11- PETROL & DIESEL PRICE HIKE | எகிறும் பெட்ரோல் டீசல் விலை காரணம் என்ன? In this podcast, i have discussed the petrol & diesel price hike in simple terms. I have tried to explain these three following points, 1. Major factors influencing petrol & diesel prices 2. Why is price high in India, even when crude oil price has come down? More on Dyna…

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S2:E10 - VIDAVAE VIDATHU | விடவே விடாது | INDRA SOUNDARARAJAN 9:56

4+ y ago9:56

9:56

S2:E10 - VIDAVAE VIDATHU | விடவே விடாது | INDRA SOUNDARARAJAN Story of an India's biggest business man Mr. Arunachala. His journey to Baltal to meet a Budha Bikshu " Lee Yuvan" to know a secret. Whether Mr. Arunachala got his answer for this secret is the climax . As usual gripping story from Indra Soundarajan Avl. Post your feedbacks in thempspodc…

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S2:E9 - BOOK SUMMARY | EMOTIONAL INTELLIGENCE BY SOMA VALLIAPPAN |எமோஷனல் இன்டெலிஜென்ஸ் 10:44

4+ y ago10:44

10:44

S2:E9 - BOOK SUMMARY | EMOTIONAL INTELLIGENCE BY SOMA VALLIAPPAN |எமோஷனல் இன்டெலிஜென்ஸ் Emotional Intelligence by Soma Valliappan gives the following ideas, What is Emotional Intelligence? Why is it important? How to handle the emotions? Book explains each and every concept with a practical example that we are familiar about. Must read book! Post y…

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S2:E8- HOW TO MANAGE TIME EFFECTIVELY? | நேர மேலாண்மை | TIME MANAGEMENT 9:36

4+ y ago9:36

9:36

S2:E8- HOW TO MANAGE TIME EFFECTIVELY? | நேர மேலாண்மை | TIME MANAGEMENT This Podcast is about Effective Time Management. There are three key points about time management. Those are 1. Awareness 2. Arrangement 3. Adaptation Each of these factors are discussed in the podcast. By handling these factors with the steps provided in the podcast, you can r…

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S2:E7 - தமிழ்நாடு vs தமிழகம் சர்ச்சை - தமிழ்நாடு பெயர் மாற்ற வரலாறு - TAMILNADU NAMING HISTORY 5:49

4+ y ago5:49

5:49

S2:E7 - தமிழ்நாடு vs தமிழகம் சர்ச்சை - தமிழ்நாடு பெயர் மாற்ற வரலாறு - TAMILNADU NAMING HISTORY This podcast is about the recent controversy on calling Tamilnadu as Tamilagam. This podcast helps you to understand the following topics, History of Naming Tamilnadu Leaders involved in this historical naming Note: This is strictly not a political podcas…

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S2:E6 - THE ART OF SAYING NO BY DAMON ZAHARIADES | BOOK SUMMARY | TAMIL PODCAST 9:39

4+ y ago9:39

9:39

S2:E6 - THE ART OF SAYING NO BY DAMON ZAHARIADES | BOOK SUMMARY | TAMIL PODCAST This podcast is about the book summary of "The Art of Saying NO" - Written by Damon Zahariades This podcast helps you to understand the following topics, Summary of the book Why cant we say "NO" that easily? How to say No without feeling the guilt? Small Practice to say…