The Century Plan Podcast | “The Risk With Risk Profiling”
Season 2 Episode 3
Podcast Introduction
Welcome to The Century Plan podcast where Dennis Hall and Sarah Steele educate and highlight ways to build a brighter retirement through Financial Planning.
In this episode, Sarah and Dennis loop back around to cover the risks of profiling. We hear Dennis explain why he doesn’t like profile questionnaires, the downsides, and the limitations. We also revisit cashflow modelling, Monte Carlo modelling and how to view your portfolio for the long term.
Tune in to hear what to expect if you’ve been asked to fill in a risk profiling questionnaire.
Listen to 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.