#31 Bernard Walsh – How to Improve Your Financial Literacy & Wellbeing

from Kickoff Sessions · host Darren Lee

Bernard Walsh is head of pensions and investments at Bank of Ireland Investment Markets. Bernard has worked in pensions and investment-related roles in Bank of Ireland for over 15 years. Before that, he worked with Ulster Bank Markets and Barclays Bank.Our conversation focused on deconstructing the different elements of pensions and investments. Looking at the benefits of starting a pension scheme, tax advantages and opportunities that comes with this. After which, Bernard and I exchange ideas of investment opportunities for young professionals and how to allocate a certain proportion of your earnings in different market conditions. Timestamps:(00:00) Introduction(02:40) Bernard Walsh's background(03:35) Principles of financial literacy & wellbeing(07:29) Contributing towards financial goals/targets(09:13) Filling the financial knowledge gaps/systematic processes(13:09) The importance & value of pension funds(19:06) Managing your pension/default strategy/lifestyle strategy(22:52) Begin with the end in mind/pension drawdowns(24:55) Optimal percentage of pension contribution(27:37) Generating income from different asset classes(30:34) Pension funds tax criteria(33:50) Logical & sustainable investing/euro cost averaging/risk & reward(40:27) Analysing different assets/macro views/ETFs(44:02) Rebalancing a portfolio/strategy mistakes(47:44) Resources and information to learnFollow Kickoff Sessions on Spotify to keep updated with new sessions!If you enjoyed this episode, please consider sharing the session on Instagram or leaving a short review on Apple Podcasts. Tell everyone I'm a semi-decent guy and it really helps to grow the show!For show notes and more episodes, visit Kickoff Sessions website. Sign up to the Kickoff Sessions email list for regular updates and content.Follow me on LinkedInFollow Kickoff Sessions on LinkedInSupport the growth of Kickoff SessionsSupport the music artist FarsiThank you internet people!Support the show

What this episode covers

NOW PLAYING

0:00 50:40

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

Intuitive Intelligence Part II (EP 220)

Jun 26, 2026 ·38m

Explicit

Skyflex-Episode 452-Minimix Deep House-24.06.2026

Jun 24, 2026 ·27m

Skyflex-Episode 451-Minimix-Techno-Fete De La Musique A Illkirch-21.06.2026

Jun 22, 2026 ·26m

V Sessions 566

Jun 21, 2026 ·60m

A Tapestry of Love (EP 510)

Jun 20, 2026 ·21m

Explicit

Skyflex-Episode 450-Minimix Techno-20.06.2026

Jun 20, 2026 ·25m

Similar Podcasts

Time To Show Up Nathalie Nahai and Dr Aaron Balick Welcome to Time To Show Up, a unique podcast and video series that ventures behind the scenes of professional success, to explore how we can deploy our deepest values into our professional lives.Hosted by best-selling author, Nathalie Nahai, and renowned Psychotherapist, Dr Aaron Balick, we interview professionals from the worlds of music, marketing, literature and beyond, to investigate how they have manifested their visions at work and overcome significant obstacles to craft a life they love.We also take a deep dive with Hotseat interviews, a series of sessions in which we share practical insights with courageous folks who are daring to take the next step towards transforming their careers and personal lives.From these conversations, we draw out the best theories, practices, and models from psychology, behavioural science and more, to offer tangible ways in which our listeners can apply these tools in their own lives.Alongside this series, we're also launching an exciting new Explicit Successful Fashion Freelancer: Build Your Fashion Design Career On Your Own Terms Sew Heidi This is a show for burnt out fashion designers (and TDs, PDs, textile designers and beyond) who want more flexibility while still doing work they love. As a freelance fashion designer, you can build your career on your own terms. Freelancing in fashion is the only way to get freedom in your day (instead of being tied to a desk). Whether you want to earn extra money on the side, fund your fashion brand, or replace your salary, the SFF podcast will help you get there. Listen in for actionable tips and strategies to kickstart or grow your career as a freelance fashion designer, build your confidence, and create the life you want. Hosted by $100k+ fashion freelancer Sew Heidi, the show features interviews and strategy sessions with successful freelance fashion designers (and textile designer, pattern makers, technical designers and more) from around the world. This is the only place to get REAL insights from REAL freelancers who have built REAL careers on their own terms. Explicit Darren's Bounce Sessions Darren Welcome to Bounce Sessions, the ultimate podcast bringing the latest hits and electrifying remixes from the vibrant world of clubland. Join your host, Darren, as he takes you on an exhilarating musical journey filled with energy and non-stop beats. Whether you're a dance music enthusiast, a seasoned clubber, or simply someone who loves to let loose and embrace the rhythm, Bounce Sessions caters to all. You can expect to hear the latest chart-toppers, underground gems, and exclusive remixes that will undoubtedly leave you craving the dance floor. Darren goes beyond the mainstream to showcase fresh sounds and rising stars, giving you a glimpse into the future of clubland. So, whether you're getting ready for a night out, working up a sweat in the gym, or simply in need of an adrenaline boost, Let Darren's electrifying mixes transport you to the heart of the clubbing experience. Get ready to bounce, and lose yourself in the infectious rhythms of the Explicit Therapy STRAIGHTALK My Daily Therapy Sessions Explicit

Frequently Asked Questions

How long is this episode of Kickoff Sessions?

This episode is 50 minutes long.

When was this Kickoff Sessions episode published?

This episode was published on March 30, 2021.

What is this episode about?

Can I download this Kickoff Sessions episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!