Having clarity around the management of your RSUs in Ireland is critical to successfully avoiding major tax and succession issues in the future.   In this short piece, I will share 3 critical aspects to US RSUs, and outline steps you can take to achieve successful outcomes for you and your loved ones.   According to the American Chamber of Commerce Ireland, there are 190,000 people in Ireland, employed by US Companies. Many of these individuals are employees of financially successful companies (think Google, Meta, Paypal, Intel, Oracle etc.) and have benefitted from that success, often in the form of Restricted Stock Units (RSUs) from their employer. Thanks for listening Paddy

3 Tax & Investing Tips for American RSUs in Ireland #235

Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA).

Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning.

Paddy Delaney QFA RPA APA

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In this week's podcast I take a look at Bonds If you've got a slice of your pension or investment pie in bonds—be it individual or a fund, government or corporate—you're in good company. Many savvy investors do, and have always done. It's always been seen as a smart move, a bit of "financial wisdom" passed down through generations! But lately, thanks in no small part that Bonds haven't been doing great, some are second-guessing this wisdom.   I hope it helps.

Should I Invest in Bonds # 297

In this week's podcast, I take another look at Lifestyle and Default Investment strategies for pension funds in Ireland. Something I've discussed before. For the past 7 years, I have been making the case for avoiding Lifestyling for most investors (those that can handle volatility). And it's been a lonely place! While I had nothing but positive feedback from investors regarding these pieces - there was been little if any coverage of it from anyone else. Was I mad, or missing something? It appears not. I hope it helps.

Risk of Ruin...Lifestyle & Default Investment Pension Strategies #296

In this week's podcast, I talk about Larry Fink, Warren Buffet, and my granny's kitchen. Larry Fink is renowned for his role as the CEO of BlackRock, one of the world's largest investment management firms. Much like Warren Buffett, Fink has earned a reputation as a visionary in the world of finance, leveraging his expertise to advocate for long-term investment strategies and the power of capital markets to drive economic growth.  While it might be considered by some as a 'poor cousin' of the Berskshire Hathaway annual shareholder meeting, Fink publishes an annual letter that gets little coverage but does contain some interesting ideas and reflections on markets, investing and life. Hope you find it interesting.

Larry Fink & My Granny's Kitchen #295

In this week's podcast, I talk about the Wealth of Health.  Something slightly off-topic this week, and something far more concise that usual. I hope it helps you.  A definition of wealth is 'a plentiful supply of a particular desirable thing'.  Money is a desirable thing - and we put a lot of focus here on accumulating and protecting that in an efficient, stress-free and proven way. What else is desirable to most of us? I hope it helps.

The Wealth of Health #294

In this week's podcast I take a look at Fisher Investments Ireland. Fisher Investments have been around the USA a long time apparently, and recently set-up shop in Ireland, but are Fisher Investments Ireland any good, I hear some ask? Are they a fish out of water, or are they a saviour landed on our shores! Lets find out! I hope it helps.

3 Tax & Investing Tips for American RSUs in Ireland #235

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