Robert Whelan

Robert Whelan, Managing Director of Rockwell Financial, dives into post-holiday financial anxiety and offers practical advice to ease the stress. He emphasizes the importance of anticipating costs and setting realistic budgets. Whelan suggests reviewing utility deals and cutting unused subscriptions for quick savings. He also discusses the benefits of switching mortgages and automating savings after payday. With insights on managing credit card debt and the evolving role of neobanks, Whelan equips listeners with strategies to build a healthier financial future.

Robert Whelan, Managing Director at Rockwell Financial, offers invaluable insights into managing pensions and investments. He dives into the complexities of transferring UK pensions to Ireland, emphasizing consultation with financial advisors. Whelan also discusses the new auto-enrollment pension scheme in Ireland, stressing the importance of employer support. Furthermore, he explores investment choices, highlighting the significance of diversification and the current Irish housing market, while addressing listener questions about pensions and property investments.