Everlake: Insightful Wealth Management Advice

About Everlake: Insightful Wealth Management Advice

At Everlake we build strong, long-term relationships with a core group of clients. We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions. Operating in an ethical and sustainable manner, and putting the interest of our clients first, our objective is to develop the future of financial planning in Ireland, setting the benchmark for integrity, innovation, and expertise. When you listen to this podcast, you get direct access to Marc Westlake and John McNicholas, the founders of Everlake. Their wealth management advice from decades of experience will help you find your comfortable, financial position and have your money support your life instead of the other way around. If you'd like to work with us, head to https://everlake.ie/ and follow the instructions to book a consultation. If you enjoy this podcast, please share it with a friend or colleague and leave us a rating & review on your podcast app. DISCLAIMER: This podcast is intended for information and educational purposes only and does not represent a specific recommendation or advice for an individual to follow. Speak to your financial adviser, in the context of your own personal circumstances, prior to making any financial or investment decisions. This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Publisher

Marc Westlake & John McNicholas (Everlake.ie)

Category

business · business

Language

en

Explicit

No

First episode

8 Nov 2024

Latest episode

11 Dec 2025

Latest episodes

21 episodes in the feed.

1. 

   11 Dec 2025

   Planning Ahead as an Act of Love: Jennifer McConnell on Legacy & Succession

   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 will face: advanced planning, succession, and the legacy we leave behind. Drawing on an extraordinary career that spans crisis management in Haiti, humanitarian work in Papua New Guinea, and leadership roles in Irish nonprofits, Jennifer brings a rare depth of experience to a subject that is as practical as it is human. John and Jennifer unpack why planning ahead isn’t morbid—it’s an act of love. They discuss what families and business owners often overlook when preparing for the future, from enduring powers of attorney and digital assets, to succession in family enterprises and community organisations. Jennifer also shares the surprising emotional and psychological benefits that come from getting your affairs in order: greater clarity, greater freedom, and a renewed ability to live fully in the present. Main Topics Discussed in this Episode: Advanced planning &amp; “death admin” – why it’s important to put wills, enduring powers of attorney, digital access and practical instructions in place long before they’re needed. Redefining legacy – seeing legacy not just as what happens after you die, but the mark you’re already making through your relationships, values, choices and even things like memoir writing. Succession in business and community organisations – how family businesses, SMEs and nonprofits can plan for leadership handover, avoid founder syndrome, and protect the mission beyond any one person. Overcoming fear, procrastination and overwhelm – the emotional barriers to planning, and how accountability, deadlines, checklists and small steps can make the process manageable. Working with advisers and support networks – how financial planners, solicitors, tax advisers, doctors and services like Living Legacy can work together to help you plan well and reduce the burden on your family. Get in touch with Jennifer: Website: https://www.livinglegacy.ie/ (https://www.livinglegacy.ie/) LinkedIn: https://www.linkedin.com/in/jennifermcconnell/ (https://www.linkedin.com/in/jennifermcconnell/) Instagram: @livinglegacy.ie (https://www.instagram.com/livinglegacy.ie) Chapters: (00:00) – Introduction to Jennifer McConnell (03:00) – Crisis management lessons that shaped Living Legacy (07:20) – Jennifer’s accident and the “what if” moment (12:00) – Why we avoid advanced planning (15:40) – Digital legacy, passwords, and modern life admin (19:10) – Using birthdays as an annual planning checkpoint (20:40) – Succession planning in families and organisations (24:50) – Founder syndrome and letting go (28:20) – Values, communication, and organisational culture (32:10) – Legacy as who you are today (38:00) – Preparing for financial, legal, and practical realities (43:30) – How planning frees your present life --- Thanks so much for listening to this episode of the Everlake podcast! If you'd like to work with us, head to https://www.everlake.ie/ (https://www.everlake.ie/) and follow the instructions to book a consultation. If you enjoy this podcast, please share it with a friend or colleague and leave us a rating &amp; review on your podcast app. LinkedIn (https://www.linkedin.com/company/everlake-ireland/) || <a...

2. 

   26 Jun 2025

   Family Partnerships as a Flexible Tool for Lifetime Wealth Planning with Andrea McNamara

   Marc Westlake interviews Andrea McNamara, Director of Private Client Law at EY Law Ireland, about Irish family partnerships as a flexible tool that transfers wealth to children while retaining parental control, optimizing tax, and teaching financial responsibility in this interview.

3. 

   12 Jun 2025

   Tax Traps, Offshore Fund Rules and the Stories You Don’t Hear with Stephanie Wickham (Part 2)

   Host Marc Westlake interviews Stephanie Wickham, Irish tax expert, about common tax mistakes, offshore fund rules, and the critical need for coordinated financial advice for expats and returning Irish citizens.

Who has been a guest on Everlake: Insightful Wealth Management Advice

Names identified in recent episode analyses. Showing up to five guests.

• Andrea McNamara
• Stephanie Wickham
• Gavin Francis
• Phil Wellington

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

3,737

Score snapshot 15 Sept 2025

Spotify

4.2 / 5

5 ratings

Podcast Authority Score: 40 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

38

Social presence

0

YouTube

74

Engagement

32