E104: How to be Financially Secure, with Orann Coyle
Description
Orann Coyle is a financial advisor who provides Wealth Management and Financial Planning Advisory services UK-wide for highly complex, high-net-worth clients including intricate investment, pension, trusts and estate planning.
In this episode he talks about money mindset, what it is, what to consider, and how to make changes to your money mindset. How our finances should be set up remembering not everyone’s version of financial freedom is the same and not everyone comes from the same starting line was discussed.
Orann shares insights into Financial Markets, how that ties into a money mindset and the link between risk and growth.
Tax efficiency, what is being tax efficient and misconceptions around tax avoidance, Tax efficient allowances and Tax efficient products were all discussed.
The big question is, should we be investing in markets or property? Find out what Orann thinks.
Retirement planning was also talked about. Different types of pensions and the misconception between public and private pensions, how they work and why should we have a pension. When we retire, how do we manage our pension and taxes and what happens to our pension after we die?
It's crucial to note that the content shared by Orann is guidance, not advice. For personalised advice, you are encouraged to reach out to him directly.
Don't miss this episode filled with valuable insights into shaping a positive money mindset and making informed financial decisions.
Links from Episode:
Orann Coyle
LinkedIn -
https://uk.linkedin.com/in/oranncoyle
https://www.specialist-group.co.uk/
Brought to you in Partnership with Meagher’s Pharmacy -
https://www.meagherspharmacy.ie/
United States
