Ask About Wealth

Ask About Wealth
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Ireland’s Financial Guide For High Earners. Subscribe to the Ask About Wealth podcast to stay up to date on what matters when it comes to turning your income into wealth and navigating the Irish financial system. Hosted on Acast. See acast.com/privacy for more information.

  1. hace 5 d

    Where Should You Invest a Lump Sum?

    For a 1:1 consultation and more - https://askaboutwealth.ie/consultancy In this episode Paul looks back at 10 years of returns across the four main asset classes and reveals why two of them actually lost money in real terms once inflation is stripped out. But the real question isn't "what's the best investment?". It's "what's the best investment for me?" Your age, timeframe, existing assets and tax position change the answer completely. And as always, tax is the silent killer of returns. Hosted on Acast. See acast.com/privacy for more information.

    16 min

  2. 13 may

    Leaving Ireland to Avoid Tax

    Book a 1:1 consultation with Paul and more: https://askaboutwealth.ie/consultancy If you would like to get in touch with Steph you can do so here: Contact: https://expattaxes.ie/ Linkedin: https://www.linkedin.com/in/stephanie-wickham-b4aba13b/ In this weeks episode Paul talks to Steph Wickham, Expat Taxes Founder & Award-Winning International Expat Tax Specialist, about Irish tax for anyone moving to or from Ireland. We cover how residency, ordinary residency and domicile shape your tax exposure, the reach of ordinary residency after you leave, common myths around double tax agreements and much more. Hosted on Acast. See acast.com/privacy for more information.

    42 min

  3. 6 may

    How Much You Need To Retire Early

    Start Your Financial Plan - https://askaboutwealth.ie/consultancy Forget generic figures like "€1 million". Your number depends on being able to answer 5 core questions discussed in this episode. Get these five right, and you have a real target to plan towards. Hosted on Acast. See acast.com/privacy for more information.

    15 min

  4. 15 abr

    The 5 Biggest Tax Mistakes Irish High Earners Make (And How to Fix Them)

    For a 1:1 Consultation - https://askaboutwealth.ie/consultancy Revenue says Irish taxpayers are leaving between €400 and €600 million unclaimed every year. In this episode, I break down the five biggest mistakes I see high earners making, and what to do about each one. 00:00 The Tax Gap 00:52 Pensions vs Mortgage Repayment vs Investing 03:25 Accountants vs Tax Planning 06:23 When to Go Limited 09:43 Estate Planning 12:50 Review The Plan 14:23 Next Steps Hosted on Acast. See acast.com/privacy for more information.

    15 min

  5. 1 abr

    The Irish Mortgage Market: What Buyers, Switchers and Investors Need to Know

    If you would like to get in touch with Sean and his team, you can request an introduction here: https://askaboutwealth.ie/professionals/mortgage-brokers In this episode of the Ask About Wealth Podcast, we break down how the Irish mortgage market really works and what borrowers need to know in 2026. From first-time buyers to switchers and investors, this conversation covers the practical realities behind getting approved, choosing the right lender, and avoiding costly mistakes. In this episode, we discuss: - Why using a mortgage broker can give you access to the full market and better outcomes - The key differences between PAYE, self-employed, and expat mortgage applications - The hidden costs of a mortgage beyond the interest rate (insurance, fees, structure) - When and why you should review or switch your mortgage and how much you could save We also explore how lenders assess income, why limited companies can increase borrowing power, and what current market conditions could mean for interest rates. If you have a mortgage, are planning to buy, or simply want to understand how lending really works in Ireland, this episode will give you a clearer picture of your options. Hosted on Acast. See acast.com/privacy for more information.

    39 min

  6. 18 mar

    Get the Best Property For Your Money: The Complete 8-Step Guide

    Free Tools, Report & Broker Introduction Here - https://linktr.ee/ask.about.property Most Irish property buyers use mortgages but often miss steps that could save money and improve long-term wealth. This episode shares an eight-step checklist that will help you make the right decisions every step of the way. Hosted on Acast. See acast.com/privacy for more information.

    14 min

  7. 4 mar

    Borrowing Money Against Your Assets

    Book a 1:1 Consultation and Financial Plan with Paul - https://askaboutwealth.ie/consultancy This week, Paul sits down with Shane O' Neill from Swissquote to unpack how custody fees quietly erode your wealth, what a transparent trading fee actually looks like, and how a Lombard loan lets you access cash from your portfolio without selling up or triggering a tax bill. Hosted on Acast. See acast.com/privacy for more information.

    33 min

  8. 25 feb

    Trust Funds Are Not Just For The Rich and Famous

    Book a 1:1 Consultation and Financial Plan with Paul - https://askaboutwealth.ie/consultancy Trust funds separate ownership from control and can help protect young or special-needs beneficiaries, keep assets managed responsibly, and support inheritance-tax planning. The episode compares fixed trusts with discretionary trusts, explains will trusts, and highlights key insights, like capital gains tax on lifetime transfers, CGT uplift on death, and how transferring a home may avoid CGT and affect “Fair Deal” planning. 00:00 Trust Funds Explained 00:52 Why Use a Trust 01:47 Fixed Trust Basics 02:58 Special Needs Planning 05:29 Fixed Trust Tax Perks 06:21 Discretionary Trust 08:09 Trustee Incentives Warning 09:29 Discretion Benefits 10:18 Will Trusts 12:09 Cautions and Tax Traps 13:11 Home Transfers and Fair Deal 14:36 Final Takeaways Hosted on Acast. See acast.com/privacy for more information.

    15 min
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Información

Ireland’s Financial Guide For High Earners. Subscribe to the Ask About Wealth podcast to stay up to date on what matters when it comes to turning your income into wealth and navigating the Irish financial system. Hosted on Acast. See acast.com/privacy for more information.

Ficha técnica

  • Creado por
    Ask About Wealth
  • Años en activo
    2024 - 2026
  • Episodios
    66
  • Clasificación
    Apto
  • Derechos de autor
    © Ask About Wealth
  • Sitio web del podcast
    Ask About Wealth

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