Yellowtail
19/10/2023
🔥 Burning question 🔥
Should we be holding our nerve?
Sarah asks Dennis for his thoughts on the latest episode of The Century Plan.
In times of economic downturn, it can be hard to keep the faith and stick to a long-term financial plan.
High interest rates, even higher inflation, geopolitical issues and media doom-mongering can test the steadiest of nerves. Why wouldn’t we rush to move our money into a guaranteed rate savings account until things look better?
Dennis delves into our current economic situation and explains how data, history, and his personal experience of previous crashes, continue to support the long term view.
Link to listen in the comments below 🎧
Yellowtail Financial Planning, Wealth Management & Advice Yellowtail Financial Planning is an award-winning independent firm looking after the financial affairs of individuals and families.
22/05/2023
Far be it from us to criticise anyone for burying their heads in the sand!
We're guilty of it on many levels. We can always find something more important to do than the slightly scary, pressing grown-up matters we ought to be dealing with.
But it never leads to better outcomes. It's hard to think of a time where ignoring something or putting it off improved the situation.
So, the same applies with our financial planning. The clue is in the title. It doesn't work if we don't plan ahead. The longer we leave it, the harder it is to achieve our financial goals.
Much of our problem, with any of these things, is not knowing where to start. Which is why we took things back to basics on our latest episode of The Century Plan and discussed just that. Where do I start? Who do I speak to? What do I need to do?
And it turns out it's all relatively simple, and not scary at all 😌
Where do I start??? 🤔
Thinking about financial planning can make some of us feel like sticking our heads in the sand. But the longer we leave it the bigger the challenge becomes.
On The Century Plan, we’ve talked about the philosophy, the history and the science behind why we need to focus on our financial future, but in episode 8 we’ve taken things back to basics.
In what Dennis Hall likens to a job interview, I question him on the value of planning, when's the best time to start, if it's ever too late and, which has the edge, ISAs or pensions?
We found the answers incredibly helpful. We hope you do too.
https://open.spotify.com/episode/73nCqUkY2L5fCWElwGvW9y?si=ntBOVSbNTju7UJL2SJ2ckQ
24/04/2023
Episode 6 is here 🎧
In this one, we talk about economic forecasting, and why Dennis Hall thinks it's all a load of tosh. (Using some very compelling facts and statistics to explain why).
Mystic Meg comes up during out chat, and we name check one of our regular listeners. Could it be you???
https://open.spotify.com/episode/3HROE9Pg5ximB7sEk7hQSo?si=rjppYmMuSEuaZhVL2ftcPA
Scams (and scammers) are becoming ever more sophisticated.
In episode 5 of The Century Plan, Dennis Hall, takes us through some real-life examples to help us all be more scam-aware.
We may think it won't happen to us, but we live in a world where we're spinning plates, and reacting quickly. We have so much to do.
And this creates the perfect environment for the scammers to succeed.
Find out more by listening. https://open.spotify.com/episode/1eaVnfAHTzVONaqVK4yZeF
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