A Taste of Financial Planning

Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. In a change to the expected episode 7 of The Century Plan, we talk about Vulnerability. Sarah and Dennis discuss "How it should feel when you talk to a financial adviser" What is vulnerability? What are the benefits of being vulnerable in business? We hear how sharing his vulnerabilities has led Dennis to feel better connected with his clients. Listen to this episode to find out more. Useful Information Host: Dennis Hall Dennis is a Chartered Financial Planner whose career spans 35 years, mostly in central London. After working for larger organisations (including a spell in Moscow) he founded Yellowtail in 2006 and later relocated the office to Exeter. Dennis's particular expertise lies in Lifestyle Financial Planning, helping busy successful people transitioning from working for a living to financial independence, allowing them to choose whether they work, retire, or something in-between. Dennis regularly writes for the trade press and the finance sectors of national newspapers and also has written a book on getting your financial affairs in order called "Who Will it Hurt When I Die" Host: Sarah Steele Sarah joined Yellowtail in 2017 having worked previously at Coutts Bank in Central London. Her role focused on clients in the sports and entertainment industry and, more recently, in private healthcare. It was here she gained valuable insights into the specific financial planning needs of our doctor and dentist clients. In 2022 Sarah became the second Director of Yellowtail and now looks after all non-regulated aspects of the business. Sarah ensures things are continually moving in the right direction. Contact us: Twitter Animation mentioned: https://vimeo.com/788241133

Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. In episode 6 of The Century Plan, we talk about forecasting and predictions. Why is Dennis Hall against forecasting? What do Mystic Meg and economists have in common? Who is John Kenneth Galbraith? What can we learn from Robert Berkman, Bill Gross and Peter Lynch? What is SPIVA? During this episode we hear Dennis share his opinions on forecasting and we learn why listening to weather forecasts can leave Sarah eating pasta for weeks. Listen to this episode to find out more. Useful Information Host: Dennis Hall Host: Sarah Steele Contact us: Twitter

Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. In episode 5 of The Century Plan we talk about financial fraud, particularly scams, spoofs and phishing. And by discussing some real - life examples, hopefully we'll help you avoid them. What is phishing? What are spoofs? Have I been scammed? Who can help if I think I am a victim of a finanical scam? How did scam aware Dennis find himself being scammed? During this episode we signpost support and share knowledge to enable you to avoid the traps. Listen to this episode to find out more. Useful Information Crimestoppers - Stop Scams UK Age UK Action Fraud UK Host: Dennis Hall Host: Sarah Steele Contact us: Twitter

Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. In this episode, we are introduced to Simplicity (and in turn complexity). Why should we choose passive over active managment? What does the academic world and history teach us in planning? What can we learn from handling a bar of soap? What do washing machines have to do with financial planning? Everything should be made as simple as possible, but no simpler - Albert Einstein. How can Einstein influence our financial planning? Listen to this episode to find out more. Useful Information Host: Dennis Hall Host: Sarah Steele

Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. In this episode we are introduced to Longevity. What is longevity? Why is it important? What are Old Age Dependency Ratios? Why is it important to consider longevity? Dennis provides an insight into historic trends and how we can use these to help plan for our retirement. Useful Information Host: Dennis Hall Host: Sarah Steele Yellowtail Financial Planning: www.yellowtail.co.uk Email: ask@yellowtail.co.uk

Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. In this episode we explore risk, and risk in financial planning in particular. How is risk relevant? What is risk in planning? What is probabilty theory? What is standard deviation? Bell curve? What is diversification? Why is important to consider all of these in our Century Plan. Dennis talks through the meaning, the reason and the importance. Sarah keeps things on track with the Sarah test, ensuring that all information is easy to follow and understand. Useful Information Host: Dennis Hall Host: Sarah Steele Yellowtail Financial Planning: www.yellowtail.co.uk Email: ask@yellowtail.co.uk

Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. Welcome to this episode of The Century Plan, today we talk about rules of thumb , what they are, and a couple of common rules of thumb that we hear about when we talk about money. What is a Rule Of Thumb? What is the 4% rule? What is the "Snowball" method? What is the "Avalanche" method? How can Rules Of Thumb help with The Century Plan? During this episode we explore examples of Rules Of Thumb. We discuss whether they have a shelf life and whether they're relevant to everyone. Useful Information Host: Dennis Hall Host: Sarah Steele Yellowtail Financial Planning: www.yellowtail.co.uk Email: ask@yellowtail.co.uk