Kevin Elliott

speaker
823 appearances 2 recordings 1 series first heard Jul 2026 last heard 15 Sep

Kevin Elliott’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Sep OctJan 26AprJulnow

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

Appearances

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As I'm making sure you have your emergency fund down, you're paying for it.
You know, you're contributing to your pension.
So what you're going to invest is this leftover and it's really leftover.
And then the third thing is time horizon.
So, you know, you're looking at putting this money away for like eight, 10 years.
So they're the first three things.
Then we get into, okay, let's now think about investing.
And we look at number one is that it's passive rights.
You truly are investing in an index fund.
There's thousands out there.
So let's list criteria to filter them out.
One that is passive.
The second one is expense.
So it's the total expense ratio.
Passive funds should be no more than 0.2%.
You know, something like the various S&P 500 funds are about 0.1%, potentially even lower.
So the next thing to ask yourself is, okay, I need to make sure I'm on the right side of the tax man, is that it is EU domiciled.
and that it is in euro okay so you domicile just keeps us in the clear with the tax man and then it's traded in euro again it helps with your taxes but also you're not you don't expose yourself to currency risk right so you're purchasing dollars or or certain pounds
you're taking on more risk.
The next part is around what the dividend treatment is.
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