The Century Plan
Dennis Hall & Sarah Steele
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.
A heads-up from Chartered Financial Planner, Dennis Hall, on why your money needs to work harder, for longer.
Episodes
Mentioned books
Feb 28, 2023 • 15min
The Century Plan - Longevity with Dennis Hall & 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
Feb 28, 2023 • 15min
The Century Plan - Rules Of Thumb with Dennis Hall and 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. 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
Feb 28, 2023 • 16min
The Century Plan - Risk with Dennis Hall and 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 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
