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By Marc Westlake & John McNicholas (Everlake.ie)

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Category: Investing

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Subscribers: 1
Reviews: 0
Episodes: 21

Description

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 of our clients first, our objective is to develop the future of financial planning in Ireland, setting the benchmark for integrity, innovation, and expertise. When you listen to this podcast, you get direct access to Marc Westlake and John McNicholas, the founders of Everlake. Their wealth management advice from decades of experience will help you find your comfortable, financial position and have your money support your life instead of the other way around. If you'd like to work with us, head to https://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. DISCLAIMER: 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

Episode Date
Planning Ahead as an Act of Love: Jennifer McConnell on Legacy & Succession
Dec 11, 2025
Family Partnerships as a Flexible Tool for Lifetime Wealth Planning with Andrea McNamara
Jun 26, 2025
Tax Traps, Offshore Fund Rules and the Stories You Don’t Hear with Stephanie Wickham (Part 2)
Jun 12, 2025
Tax Residency, Domicile & Planning for Expats in Ireland with Stephanie Wickham (Part 1)
May 29, 2025
Avoid Greenwashing and Use Your Money for Real Impact As a Sustainable Investor with Gavin Francis
May 15, 2025
Choosing the Right Trust For Your Family’s Future with Andrea McNamara
May 01, 2025
Investment Literacy: What you Need to Know to Grow your Portfolio
Apr 17, 2025
Strategies to Teach your Kids about Money Management with Phil Wellington
Apr 03, 2025
Practical Strategies for Managing Financial Risk in 2025
Mar 20, 2025
The Power of Estate Planning: An Introduction with Andrea McNamara of EY Law
Mar 06, 2025
Getting Perspective on your Financial Risk
Feb 17, 2025
Why You Need the Experts for your Investments with Phil Wellington & PortfolioMetrix
Feb 06, 2025
Our Review of 2024 & Your Wealth Management Advice for 2025
Jan 13, 2025
Hoarding Money Isn't An Investment: Money On Deposit and the Effect on your Wealth
Dec 16, 2024
How the Irish Finance Bill 2024 Impacts your Wealth Management
Dec 02, 2024
Speaking Plainly (Introducing Everlake Episode 1)
Nov 15, 2024
Making Good Decisions (Introducing Everlake Episode 2)
Nov 15, 2024
Fear of Money (Introducing Everlake Episode 3)
Nov 15, 2024
Planning Essentials (Introducing Everlake Episode 4)
Nov 15, 2024
Trust and Transparency (Introducing Everlake Episode 5)
Nov 15, 2024
PREMIERE: Everlake Podcast Trailer
Nov 08, 2024