Sustainable Withdrawal Rates And Evidence-Based Investing with guest Abraham Okusanya

Jul 25, 2023

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Episode notes

In this episode, Sarah and Dennis are joined by guest, Abraham Okusanya.

Abraham is the founder of investment and retirement research consultancy, FinalytiQ and creator of Timeline.co

He's the host of podcasts, Retirementals and The Investing Show. and author of the book "Beyond The 4% Rule: The science of retirement portfolios that last a lifetime"

We'll hear how Dennis and Abraham met, how their business lives have crossed through the years, and how they share similar views and approaches to financial planning.

Discussions include,

Sustainable withdrawal rates.
Risk Profiling
Managing volatility
Optimal rebalancing

Tune in to hear how Sarah keeps Dennis and Abraham on the right side of technical during this special show.

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. In 2022, Sarah became Yellowtail's second Director and now looks after all the non-regulated aspects of the business. Sarah is particularly interested in the psychology of money and the interactions clients have with their financial planner. These interactions form the basis of many of the questions Sarah puts to Dennis on The Century Plan.