Yellowtail

This👇 from a valued listener really sums up what we're trying to achieve on The Century Plan.

Provoking thought about retirement planning. And provoking action.

It's never too late to start, and Yellowtail Financial Planning's Dennis Hall does a great job at explaining how.

There's a link in the comments to listen to the podcast 🎧

Imagine you’re sitting down with a financial planner...

How do you feel?

Curious? Anxious? Comfortable? Uncomfortable?

Not all of us feel happy talking about our finances - being clear about what we want to achieve, our dreams for the future and any worries we may have along the way.

But we do need to be open to get the best from our time with a financial planner. To provide the background on what shapes our visions and values.

In episode 7 of The Century Plan, Dennis Hall opens up about his own vulnerabilities and illustrates how admitting to them can help his clients achieve better outcomes.

If you'd like to know what those vulnerabilities are you'll find a link in the comments below 👇

Episode 5 of our podcast, The Century Plan, has been released.

Scams, phishing, spoofing. The many ways we are at risk of losing our money. As fraudsters become more and more sophisticated we need to be aware of the tricks.

If scam-aware Dennis Hall can be fooled (entertaining and revealing anecdote in the podcast) it really does highlight how careful we need to be.

Listen in for some helpful advice and real-life examples to strengthen your scam-antenna!

https://open.spotify.com/episode/1eaVnfAHTzVONaqVK4yZeF