The Century Plan | When The Financial Planner Met The Accountant
Season 4 Episode 3
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 we invite consultant CFO, NED and board adviser, Rob Nicholls to give us an accountant’s perspective on how to achieve a sustainable financial future. Do Dennis and Rob see eye to eye is there a clash of perspectives?
We cover:
The connection between business success and personal finance.
The importance of passive investing
Automating investments for long-term growth.
Understanding tax implications in financial planning
The role of financial education in personal finance
The impact of economic changes on investment strategies
Reinventing yourself in the financial landscape.
Thanks for tuning in to this episode of The Century Plan. Whether you’re an entrepreneur, investor, or simply someone looking to improve your financial future, this conversation will provide valuable insights. Stay with us as Dennis and Rob explore their different perspectives on financial independence and share practical tips you can start applying today.
Make sure to subscribe, leave us a review, and share this episode with anyone looking to secure a sustainable financial future.
Listen to the podcast
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About the hosts
Dennis Hall – Read bio.
Sarah Steele – Read bio.
About our guest – Rob Nicholls
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.
