The Century Plan Podcast | Five Steps To Support Your Financial Future
Season 4 Episode 7
Podcast Introduction
Welcome to The Century Plan, a podcast that looks at financial independence. How to achieve it, and how to maintain it, during a lifetime which may see people, born today, living to age 100. Dennis Hall and Sarah Steele educate and highlight ways to build a brighter retirement through financial planning.
In this episode of The Century Plan, we discuss five essential steps to improve financial situations as the new year begins. Emphasising the importance of budgeting, understanding state and workplace pensions, creating a financial life pack for loved ones, and visualising retirement goals. The conversation highlights practical tips and strategies for effective financial planning, encouraging you to take proactive steps towards securing your financial future.
- Budgeting is crucial for managing finances effectively.
- You can’t manage what you don’t measure.
- Pay yourself first by saving at the beginning of the month.
- Check your state pension forecast to ensure full benefits.
- Default pension funds may not be optimal for everyone.
- Active involvement in your investments is necessary for growth.
- Communicate financial information with loved ones for clarity.
- Create a financial life pack to organise important documents.
- Visualising your retirement can help in planning effectively.
- Start small and build your financial planning habits over time.
Tune in now for practical insights and inspiration.
Listen to the podcast.
Download the podcast to your favourite player.
Listen on Spotify
Listen on Apple Podcasts
Listen on Amazon Music
The Century Plan is also available on YouTube, Podbean, Audible and other podcast channels. Simply search ‘The Century Plan’.
About the hosts
Dennis Hall – Read bio.
Sarah Steele – Read bio.
Useful links:
https://www.gov.uk/check-state-pension
https://www.gov.uk/voluntary-national-insurance-contributions
ABOUT YELLOWTAIL
Founded by Dennis Hall, Yellowtail are the trusted financial planners who advise individuals & families across the UK. Yellowtail’s experts provide the clarity, control and confidence to guide you through financial planning, estate planning, pension transfers and investment management directing your journey towards a prosperous retirement and financial peace of mind.