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The Century Plan Podcast | “Don’t Leave It Too Late”

Season 2 Episode 10

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.

Dennis and Sarah don’t shy away from talking about what is often a taboo subject. During this final episode of season 2, we hear real-life case studies about how people have been impacted by not having conversations before tragedy strikes. If you care for the people around you, start the conversation. We discuss:

  • Don’t leave it too late…. To have the conversation.
  • Do your loved ones know about your finances?
  • Have you considered how they will live when you are no longer around to provide for them?
  • Do they know how and where to access your money, investments, and financial affairs?
  • Have you written a will to safeguard your wishes?

Listen to Podcast

Or listen on your favourite podcast app here: The Century Plan Podcast

About the hosts

Dennis Hall – Read bio.

Sarah Steele – Read bio.

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.