The Century Plan Podcast

著者: Dennis Hall & Sarah Steele
  • サマリー

  • Retirement planning from start to finish. A heads-up from Chartered Financial Planner, Dennis Hall, on why your money needs to work harder, for longer.
    2024 Content Copyright to Yellowtail Financial Planning Limited
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Retirement planning from start to finish. A heads-up from Chartered Financial Planner, Dennis Hall, on why your money needs to work harder, for longer.
2024 Content Copyright to Yellowtail Financial Planning Limited
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  • Autumn Budget Breakdown
    2024/11/05

    In this special episode, Dennis Hall provides his thoughts on the announcements from the Budget on the 30th October.

    Whilst some of the most feared things didn't happen, there were plenty of significant changes.

    We focus on:

    Capital Gains Tax

    Inheritance Tax

    Pension taxation

    The freeze on income tax and fiscal drag

    And how the changes will affect your financial plan. Listen now for a balanced and thoughtful summary of what you really need to know.

    Useful information

    Host: Dennis Hall

    Host: Sarah Steele

    Contact us: ask@yellowtail.co.uk

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    53 分
  • Purpose-Led Financial Planning - With Katherine Waller of Six Degrees
    2024/10/15

    Co-founder of purpose led financial planners Six Degrees, Katherine Waller, joins us on this episode. We invited Katherine on to talk about our shared approach to financial planning and to delve into how she helps people get the best financial outcomes. In this episode we explore:

    • The importance of emotional intelligence in financial planning
    • Vulnerability and trust in client relationships
    • How life experiences shape our financial behaviour
    • Overcoming financial fears and insecurities
    • Balancing rational and emotional approaches
    • Common obstacles in financial planning
    • The role of purpose in financial advice
    • Using shared interests to build relationships
    • Our love of food and wine!

    We also discuss our shared passion for eliminating decision-overwhelm for clients who already have too many choices to make in their daily lives. And why advisers should be held accountable for making decisions rather than offering endless options.

    Useful information

    Host: Dennis Hall

    Host: Sarah Steele

    Guest: Katherine Waller

    Contact us: ask@yellowtail.co.uk

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    39 分
  • When The Financial Planner Met The Accountant
    2024/10/01

    When the financial planner met the accountant.

    In this episode we invite consultant CFO, NED and board adviser, Rob Nicholls to give us an accountant's perspective on how to achieve a sustainable financial future. Do Dennis and Rob see eye to eye is there a clash of perspectives?

    We cover:

    The connection between business success and personal finance.

    The importance of passive investing

    Automating investments for long-term growth.

    Understanding tax implications in financial planning

    The role of financial education in personal finance

    The impact of economic changes on investment strategies

    Reinventing yourself in the financial landscape

    Useful information

    Host: Dennis Hall

    Host: Sarah Steele

    Guest: Rob Nicholls

    Contact us: ask@yellowtail.co.uk

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    40 分

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