Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

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://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Planning Essentials (Introducing Everlake Episode 4)

14:14
 
Share
 

Manage episode 450343674 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://player.fm/legal.

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 with us, head to https://www.everlake.ie/ and follow the instructions to book a consultation.

If you enjoy this podcast, please share it with a friend or colleague and leave us a rating & review on your podcast app.

LinkedIn || YouTube || X (Twitter)

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
  continue reading

20 episodes

Artwork
iconShare
 
Manage episode 450343674 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://player.fm/legal.

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 with us, head to https://www.everlake.ie/ and follow the instructions to book a consultation.

If you enjoy this podcast, please share it with a friend or colleague and leave us a rating & review on your podcast app.

LinkedIn || YouTube || X (Twitter)

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
  continue reading

20 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play