Everlake: Insightful Wealth Management Advice
Episodes
Planning Ahead as an Act of Love: Jennifer McConnell on Legacy & Succession
11 Dec 2025
Contributed by Lukas
In this episode of Everlake, John McNicholas sits down with Jennifer McConnell of LivingLegacy.ie to explore a topic most of us avoid, but all of us w...
Family Partnerships as a Flexible Tool for Lifetime Wealth Planning with Andrea McNamara
26 Jun 2025
Contributed by Lukas
How can you support your children financially, on your terms, while optimising for tax and retaining control?In this episode, Marc Westlake is joined ...
Tax Traps, Offshore Fund Rules and the Stories You Don’t Hear with Stephanie Wickham (Part 2)
12 Jun 2025
Contributed by Lukas
In this follow-up to their in-depth conversation, Marc Westlake is joined once again by Irish tax expert and host of Taxbytes for Expats, Stephanie Wi...
Tax Residency, Domicile & Planning for Expats in Ireland with Stephanie Wickham (Part 1)
29 May 2025
Contributed by Lukas
Returning to Ireland or moving here for the first time? The tax implications can be complex but with the right guidance, they don’t have to be overw...
Avoid Greenwashing and Use Your Money for Real Impact As a Sustainable Investor with Gavin Francis
15 May 2025
Contributed by Lukas
In this episode, John McNicholas sits down with Gavin Francis, founder of Worthstone and a leading advocate for sustainable and impact investing in th...
Choosing the Right Trust For Your Family’s Future with Andrea McNamara
01 May 2025
Contributed by Lukas
In this episode, Marc Westlake is joined once again by Andrea McNamara, Director of Private Client Law at EY Law Ireland, for a deep dive into the wor...
Investment Literacy: What you Need to Know to Grow your Portfolio
17 Apr 2025
Contributed by Lukas
When it comes to investing, what should you really understand? And how much detail is enough?In this episode, Marc Westlake and John McNicholas unpack...
Strategies to Teach your Kids about Money Management with Phil Wellington
03 Apr 2025
Contributed by Lukas
In this episode, John McNicholas is joined by Phil Wellington of PortfolioMetrix to explore the often-overlooked subject of teaching children about mo...
Practical Strategies for Managing Financial Risk in 2025
20 Mar 2025
Contributed by Lukas
In this episode, Marc Westlake and John McNicholas discuss the practical considerations of managing financial risk, a continuation of their previous d...
The Power of Estate Planning: An Introduction with Andrea McNamara of EY Law
06 Mar 2025
Contributed by Lukas
Estate planning isn’t just about writing a will—it’s about securing your financial future, protecting your loved ones, and making informed decis...
Getting Perspective on your Financial Risk
17 Feb 2025
Contributed by Lukas
Understanding risk in your finances is hard enough, but to know if you're making the right move while taking a risk is difficult without the right adv...
Why You Need the Experts for your Investments with Phil Wellington & PortfolioMetrix
06 Feb 2025
Contributed by Lukas
There's a reason why investment portfolios are sometimes delegated to the experts: you need someone with experience of both Asset Allocation and fund ...
Our Review of 2024 & Your Wealth Management Advice for 2025
13 Jan 2025
Contributed by Lukas
Marc Westlake and John McNicholas review key financial events and legislative changes in Ireland from 2024 to help guide informed financial decisions ...
Hoarding Money Isn't An Investment: Money On Deposit and the Effect on your Wealth
16 Dec 2024
Contributed by Lukas
Most people consider having money in the bank as the most effective way to create wealth. Little do they know that the banks give very little return t...
How the Irish Finance Bill 2024 Impacts your Wealth Management
02 Dec 2024
Contributed by Lukas
The Irish Finance Bill for this year (2024) has included a number of recommendations in the lead up to the election. In this episode, Marc Westlake de...
Trust and Transparency (Introducing Everlake Episode 5)
15 Nov 2024
Contributed by Lukas
Trust is a big issue in the financial sector. The fact is, if you don't trust your advisor, you won't act on the advice. Even worse, Ireland is perhap...
Planning Essentials (Introducing Everlake Episode 4)
15 Nov 2024
Contributed by Lukas
The most common question we get from clients is: should I leave my pension invested at retirement? Or should I consider an annuity? On this episode, M...
Fear of Money (Introducing Everlake Episode 3)
15 Nov 2024
Contributed by Lukas
If money was tight growing up, you probably have a script running in your brain that sabotages good financial decisions! On this episode Marc Westlake...
Making Good Decisions (Introducing Everlake Episode 2)
15 Nov 2024
Contributed by Lukas
To make good financial decisions, you first need to be what is called 'financially literate'. Fortunately, financial literacy isn't as hard as it migh...
Speaking Plainly (Introducing Everlake Episode 1)
15 Nov 2024
Contributed by Lukas
Welcome to the Everlake podcast! On this first episode, Marc Westlake and John McNicolas discuss the complexity of the financial system, and the impor...
PREMIERE: Everlake Podcast Trailer
08 Nov 2024
Contributed by Lukas
Welcome to the Everlake podcast!At Everlake we build strong, long-term relationships with a core group of clients.We aspire to be the trusted wealth a...