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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  • Nutritional Therapy and Financial Planning
    2024/11/25

    Which is more important: looking after your future health or your future wealth?

    In this week’s episode of The Century Plan, we explore why the two are deeply interconnected.

    Whether it’s your health or your finances, working with a professional can offer invaluable guidance, support, and accountability.

    We’re joined by nutritional therapist Claire Thomas, who shares how she helps her clients achieve better health and well-being.

    Here's what we cover:

    Understanding nutrition's role in health and longevity

    Common nutritional issues and misconceptions

    The connection between nutrition and financial planning

    The importance of sleep and the impact of stress

    Behavioural changes and mindset

    Whether fasting can work for you

    Understanding epigenetics, gene expression and lifestyle choices

    Genetic testing: pros and cons

    The importance of expert guidance

    Barriers to health and nutrition awareness

    It's such a fascinating discussion. Don't miss it.

    Useful information

    Host: Dennis Hall

    Host: Sarah Steele

    Guest: Claire Thomas

    Contact us: ask@yellowtail.co.uk

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    54 分
  • 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

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