Are You Over-Invested in Your Employer Without Realising It?
Monday, 27 April 2026
Are you over-invested in your employer? Learn how bonuses, RSUs, and share schemes can quietly concentrate risk—and how to build a smarter diversification plan.
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Changing Jobs in MedTech in Ireland? What Happens to Your Pension
Wednesday, 22 April 2026
When you change jobs in Ireland’s MedTech sector, your focus usually shifts to your new opportunity. Naturally, salary, benefits, and career progression take priority. However, your pension often receives far less attention during this transition.
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When U.S Citizenship Blocked an Investment Account in Ireland
Wednesday, 04 March 2026
A case study of an Irish professional whose U.S. citizenship blocked an investment account. Learn why some platforms refuse U.S. clients, how FATCA affects investors in Ireland, and what to consider before renouncing U.S. citizenship.
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'They Are Holding an Application Open for Me' - The “J.P. Morgan” Deposit That Wasn’t Real
Tuesday, 03 March 2026
A convincing “J.P. Morgan” deposit offer nearly cost a client €25,000. This real example shows how clone investment scams work and the simple checks that can help investors avoid costly mistakes.
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Can you have too much of a good thing?
Monday, 26 January 2026
Lucy’s finances looked strong, but a growing concentration in Google stock meant her net worth was increasingly tied to one company. A phased, tax-efficient diversification plan reduced risk without selling everything, leaving her more balanced, confident
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Introduction: Re-Thinking Wealth
Tuesday, 14 October 2025
Join Ross Curran (CEO) in conversation with New York Times bestselling author and creator of the 'Sketch Guy' column. Together, they dive into the fears, habits, and hopes that shape our financial lives
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Chapter 1: What Brings You Here Really
Monday, 13 October 2025
Most come to fix a money problem but what if that’s just the surface? Carl & Ross explore how great advisors help clients look beyond the task, toward purpose. Because money’s just a tool—the real question is: what do you want to use it for?
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Chapter 2: Aligning Money with What's Important to You
Sunday, 12 October 2025
A first meeting can feel like a first date. Carl & Ross reflect on the balance between solving the problem and earning the trust to ask deeper questions. Sometimes purpose takes years to surface and that’s okay.
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Chapter 3:Your Money Mission Statement
Saturday, 11 October 2025
What if your money had a meaningful mission? Carl & Ross explore the idea of a money mission statement—not carved in stone, but written in pencil. It’s not about getting it perfect. It’s about starting somewhere and letting it evolve over time.
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Chapter 4: The Next Big Thing - There Will Never Be Enough Money
Friday, 10 October 2025
What’s all this for? In a world of constant pressure and comparison, Carl & Ross explore why there will never be enough money to outrun your fears,and how chasing others’ dreams can leave you wondering: what happened to me?
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Chapter 5: AI and What Really Matters
Thursday, 09 October 2025
AI can run the numbers but it can’t sit with you in the questions that matter. Carl & Ross explore the deeper role of a human advisor: not just planning, but pausing. In life’s threshold moments, what we need most is connection, not calculation.
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Chapter 6: Money Conversations That Matter
Wednesday, 08 October 2025
Carl shares the heart behind his new book: 101 sketches and essays that aren’t about money, but about meaning. It’s not a guide. It’s an invitation. Flip to any page, find a question, and start a conversation that matters.
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Re-Thinking Wealth: Full Video
Tuesday, 07 October 2025
Join Ross Curran and “Sketch Guy” Carl Richards for an inspiring talk on redefining wealth-how money connects to our values, choices, and happiness, moving beyond AI to focus on the human side of finance and purposeful financial wellbeing.
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Chapter 7: Employee Rights, Appeals and GDPR
Thursday, 04 September 2025
How to challenge an unfair redundancy, what protections exist under Irish law, and how your personal data must be handled during the process.
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Chapter 8: Final Advice & Takeaways
Thursday, 04 September 2025
In this closing chapter, we highlight the most important takeaways for employees, from understanding rights and entitlements to preparing for the next step with confidence.
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Chapter 6: Severance Pay, Tax & Financial Planning
Thursday, 04 September 2025
This chapter breaks down what employees need to know about severance pay, statutory entitlements, tax treatment of redundancy payments, and how financial planning can help you make the most of your package.
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Chapter 5: Voluntary Redundancy: Employee Rights & Negotiation
Thursday, 04 September 2025
Employee rights, how voluntary redundancy differs from compulsory redundancy, and key tips for negotiating terms and exit packages.
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5 Smart Next Steps after a Redundancy Announcement
Thursday, 04 September 2025
Being notified of redundancy can feel overwhelming. Alongside the shock, there are questions about your rights, your redundancy package, your pension, and how to protect your family’s financial security. Here are 5 smart steps to take right away
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All-Star Award Announcement: Two-Time Winner!
Thursday, 29 October 2020
We have been certified for the second consecutive year! AIBF accredited companies are defined as progressive, indigenous Irish businesses, which meet the highest standards of verified performance, trust and customer centricity
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A Revolut(ion) in Personal Finance is Here...
Wednesday, 17 June 2020
You probably haven’t heard of the Second Payment Service Directive regulation. However this innocuous sounding term has the potential to change the field of personal finance & banking forever, and today we saw the first example.
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2019 | The Forecast Fallacy
Monday, 23 December 2019
At this time of year I enjoy nothing more than opening my email archive and pulling out the communications from January 2019 to see what the ‘experts’ were forecasting for the year ahead.
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Article 6 - Overcoming The Action Gap:
Monday, 02 December 2019
Concepts like ‘Retirement’ or ‘Savings’ are far too vague and lacking in meaning to act as a real incentive to change. Instead we need real world goals that are genuinely impactful and emotionally connected
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Deadline to Reduce Your 2018 Income Tax Bill Is Almost Here
Sunday, 29 September 2019
As we approach October 31st, it is a very important time to take stock and see if you are in a position to reduce your income tax bill for 2018.
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Article 5 - Getting over the Action Gap
Tuesday, 24 September 2019
We would assume that ‘actions’ from advice are agreed to and implemented quickly, but once again the reality is far less simple!
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Product-VS-Service
Thursday, 19 September 2019
The big difference between the advice you get from a Financial Planner and a Sales Person
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Article 4 - In the Land of Financial Planning, Cash(Flow) is King
Wednesday, 28 August 2019
At its core, Cash-Flow Modelling looks at your income and your expenditure every year for the rest of your life, with the goal that at no point is spending higher than earnings.
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Article 3 - Cleaning Out Your Financial Closet
Tuesday, 06 August 2019
The Pain (and much larger Gain) of looking at your financial circumstances
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Episode 2 - What Can We Do to Help?
Tuesday, 23 July 2019
The second part of our series on 'Redefining your Financial Future' is titled 'What Can We Do To Help?' and, as with all things money-related, It's not as straightforward as you might think!
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Award Winning
Friday, 28 June 2019
We are delighted to receive accreditation's which meet the highest standards of innovation, verified performance, trust and customer centricity.
