PODCAST · business
The Century Plan
by Dennis Hall & Sarah Steele
Retirement planning from start to finish. A heads-up from Chartered Financial Planner, Dennis Hall, on why your money needs to work harder, for longer.
Episodes
-
Sam Wones: Stress, Resilience and the Pressure We Carry
Sarah and Dennis are joined by Sam Wones from The Adaptable Human Project to talk about stress, pressure, resilience, leadership, food, first money memories and why "just be more resilient" is not always helpful advice. Sam helps organisations and their people understand stress, manage pressure…
more -
It's Not a You Problem, It's a System Problem, with Annabel Veysey and Dr Katie McBride
In this episode of A Taste of Financial Planning, Sarah and Dennis are joined by Annabel Veysey and Dr Katie McBride from Shift Happens. Annabel and Katie are close friends, but they bring very different perspectives to the same question: why do so many capable people feel overwhelmed by modern...
-
Toby Swallow: Health Pensions, Powerlifting and Planning for a Future You Can Actually Enjoy
In this episode of A Taste of Financial Planning, Sarah and Dennis are joined by Toby Swallow, health coach, ageing disruptor and former world champion powerlifter. Toby first joined us on our previous podcast, The Century Plan, where we explored the parallels between planning for your financial...
-
Caroline Shortt on Designing Homes, Building a Business and Making Thoughtful Financial Decisions
We sat down with architect Caroline Shortt for a conversation that covered far more ground than we expected. Caroline shares her journey from early entrepreneurial experiences to building her own practice, Barc Architects, and the work she now does designing beautifully considered homes for her...
-
Mike Hesketh: Perspective, Pressure and What Financial Independence Really Means
In this episode of A Taste of Financial Planning, we're joined by Mike Hesketh. Mike's career has taken an unusual path, from training as a dentist and serving in the Royal Navy alongside the Royal Marines, through to building and selling a successful dental practice, and now working with…
more -
Abraham Okusanya: Early Money, Big Decisions, and Building Something Over Time
We're joined at the table by Abraham Okusanya. Abraham grew up in Nigeria before getting a scholarship to study in the UK, a turning point that changed the course of his life. Today, he runs a business responsible for managing over £13bn of client assets. But this conversation doesn't follow a...
-
Paul Mills - Reinventing Your Career in Midlife
What happens when you walk away from a successful career and start again in mid-life? In this episode of A Taste of Financial Planning, Dennis cooks a Turkish feast while we sit down with marketing leader and entrepreneur Paul Mills. After years in senior corporate marketing roles, Paul chose to...
-
Emma Gray - Grief, Preparation and Growing Life Around Loss
What happens when the person who planned everything for you dies at 38? In this episode of A Taste of Financial Planning, we sit down with Emma Gray, founder of Rainbow Hunting, former wills and probate solicitor, and widow. Over Dennis's Japanese black cod with miso, we talk about grief,...
-
Lee Spencer - The Rowing Marine
Lunch with Lee Spencer: Rowing Oceans, Climbing Mountains, and Finding Purpose In the first episode of A Taste of Financial Planning, hosts Dennis Hall and Sarah Steele sit down for lunch with former Royal Marine, world record-breaking ocean rower and author, Lee Spencer. Over a…
more -
Holly Mackay: Making Financial Advice More Human
"You are good enough. You do know enough. You just need to start." For the final episode in our summer series, we're joined by the brilliant and refreshingly honest Holly Mackay, CEO of Boring Money, to talk about the real barriers to financial confidence — and why money is never just about the...
-
Health is Wealth: The Other Side of Retirement Planning
In our second special summer episode of The Century Plan, we step outside the world of finance, but only just. Dennis Hall and Sarah Steele are joined by Toby Swallow, a former world champion powerlifter turned strength coach, who now calls himself a health pension planner. His mission? Helping...
-
The Soul of Wealth with Daniel Crosby Ph.D
In the first of our summer specials, we're joined by Dr. Daniel Crosby - psychologist, behavioural finance expert, and author of The Soul of Wealth. Daniel's work invites us to rethink wealth not as a number, but as something deeply connected to our values, our behaviour, and our vision of a...
-
What's Holding You Back?
In this season finale of The Century Plan, we wrap up our exploration of what often holds people back from engaging in financial planning. Throughout this season, we've tackled several common barriers and uncovered ways to overcome them. Here are some key factors we discussed: Difficulty…
more -
Is Financial Planning Actually Worth It??
In this episode, Sarah throws out a challenge to Dennis: Is financial planning actually worth it? Is she about to regret her question!? But it has to be addressed, because there are some who think it's a waste of time—believing pensions won't be there when they retire, their business or property...
-
Understanding Cost, Demonstrating Value
Our latest episode of The Century Plan explores a key question: How much does financial planning actually cost? And just as importantly, what value do you get in return? Financial planning fees can sometimes seem unclear—hourly rates, fixed fees, percentages, subscriptions—so in this episode, we...
-
Five Steps To Support Your Financial Future
In this episode of The Century Plan, we discuss five essential steps to improve financial situations as the new year begins. Emphasising the importance of budgeting, understanding state and workplace pensions, creating a financial life pack for loved ones, and visualising retirement goals. The...
-
Nutritional Therapy and Financial Planning
Which is more important: looking after your future health or your future wealth? In this week's episode of The Century Plan, we explore why the two are deeply interconnected. Whether it's your health or your finances, working with a professional can offer invaluable guidance, support, and...
-
Autumn Budget Breakdown
In this special episode, Dennis Hall provides his thoughts on the announcements from the Budget on the 30th October. Whilst some of the most feared things didn't happen, there were plenty of significant changes. We focus on: Capital Gains Tax Inheritance Tax Pension taxation The freeze on income...
-
Purpose-Led Financial Planning - With Katherine Waller of Six Degrees
Co-founder of purpose led financial planners Six Degrees, Katherine Waller, joins us on this episode. We invited Katherine on to talk about our shared approach to financial planning and to delve into how she helps people get the best financial outcomes. In this episode we explore: The importance…
more -
When The Financial Planner Met The Accountant
When the financial planner met the accountant. 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...
-
Do You Have Time For Financial Planning?
How much time do you think you spend doing nothing? A recent Duolingo poll revealed that UK adults spend an average of 26 𝐝𝐚𝐲𝐬 𝐚 𝐲𝐞𝐚𝐫 doing... well, nothing! That's about 12 hours a week. Think about it—moments like: Watching TV Waiting for the kettle to boil Waiting for a delivery...
-
Connecting With Your Future Self
The Century Plan is back! After a summer of planning and preparation, we're thrilled to launch Season 4 of our podcast, where we move from theory to practice. This season, we're tackling the big question: How can we inspire people to take action on the insights we've been sharing? And more...
-
Sleepwalking into Retirement Regret (And How To Avoid It)
In our season finale, Sarah and Dennis address some kickback received on a social media post highlighting the issues we all face as a society when it comes to funding our retirement. And why we're trying to help people avoid sleepwalking into retirement regret. We discuss why it's so important to...
-
Don't Pay Too Much - Why You Need To Review Your Contracts
In the penultimate episode of Season 3, Sarah and Dennis discuss the importance of reviewing premiums and checking charges on financial contracts. We receive annual alerts when our car and home insurance is due for renewal. But our life assurances and savings plans tend to run quietly in the...
-
The Century Plan x Medics Money. With Guests Dr Tommy Perkins and Dr Ed Cantelo
In this episode of The Century Plan, Sarah and Dennis are pleased to welcome guests, Dr Tommy Perkins and Dr Ed Cantelo from the Medics Money podcast. With over 1 million downloads, the hosts of Medics Money podcast, Tommy and Ed are empowering doctors, dentists and other professionals to make...
-
Our Ageing Population - How It Affects Our Retirement - with guest Professor Sarah Harper CBE.
In this episode of The Century Plan, Dennis and Sarah are pleased to welcome their guest, Professor Sarah Harper CBE. Sarah is a world-renowned scientist and Clore Professor of Gerontology at the University of Oxford. She's a fellow at University College and Director of the Oxford Institute of...
-
When Retirement Funds Need To Deliver - How To Take Your Income.
In this episode of The Century Plan, Dennis and Sarah unpick some questions they are frequently asked at Yellowtail Financial Planning around retirement income. How do you derive an income from your retirement savings, and is selecting high dividend and income streams optimal over the long term?…
more -
How Does The Budget Affect My Pension? - Do You Need To Act?
In this episode of The Century Plan, we discuss the pension changes brought about by the 2023 Spring Budget which are coming in to effect this year. It may be a short-shelf-life episode if we see a change in Government following an election. Sarah and Dennis discuss how the Budget in 2023 has...
-
Human Behaviour & Financial Planning - With New York Times Columnist Carl Richards
In this episode of The Century Plan Sarah and Dennis are pleased to welcome their guest Carl Richards. Carl is a US-based certified financial planner, joining the podcast from Park City Utah. Carl is the creator of the Sketch Guy column, which appeared weekly for a decade in the New York times....
-
What Should You Be Paying for Financial Planning - What Is Fair and Who Do You Choose?
In this episode of The Century Plan, Sarah asks Dennis "How Much Does it Cost to Work With a Financial Planner?". What is fair? How are different fees structured? What should you expect? Dennis has some interesting thoughts on hourly rates and explains how he works at Yellowtail Financial…
more -
How Much Does Retirement Cost - How Do You Work Out If You Have Enough?
In Episode 2 of Season 3 we reach one of the most common questions.... How Much Do I Need To Retire? It's not a one-size-fits-all all situation. Sarah and Dennis talk over considerations and formulas that can be used to help gain a figure. What kind of retirement are you planning? How much does...
-
If You Live to 90 - Will You Have Enough Money?
As The Century Plan returns for its third season, Sarah and Dennis revisit its purpose. Episode 1 of Season 3 opens with Dennis and Sarah taking a deeper dive into the challenges we all face from longevity risk. And they highlight the marked difference between the size of pension pot needed to...
-
Do Your Loved Ones Know About Your Finances? - Don't Leave It Too Late To Communicate
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...
-
Balanced Portfolios Are Sub-Optimal - Stop Focusing On Volatility!
Controversial opinion alert! Balanced portfolios are sub-optimal. Well, it may be controversial for some, but in this episode, Dennis explains how cashflow planning and evidenced-based investing shine a light on the shortfalls of a balanced approach. Risk profile questionnaires have been widely...
-
Who Are You Going To Call? - The Value of Advice with guest David Jones of Dimensional Fund Advisers
In our latest episode we sit down with guest David Jones. Just back from a cooking course in Italy, Dennis hands over to Sarah who asks David about the value of advice and the importance of the relationship in Financial Planning. David Jones, is Head of UK & Ireland Advisor Group and Vice…
more -
Reacting to Market Volatility or Keeping The Faith? Why You Should Hold Your Nerve
In this episode, Sarah and Dennis discuss whether we should react to market volatility. In times of economic downturn, it can be hard to keep the faith and stick to your long-term financial plan. Should we be holding our nerve? How should we react to high interest rates, even higher inflation,...
-
Hypnotherapy & Neurolinguistic Programming - The Retirement Cafe with guest Justin King
In this special guest episode, Sarah and Dennis are joined by Justin King. Justin is a registered Life Planner and coach and one of the UK's most qualified independent financial advisers. Justin hosts The Retirement Café Podcast and during this episode of The Century Plan, we hear how over 180...
-
Using Visual Tools To Enhance Understanding - How It Works In Financial Planning
In episode 5, Sarah and Dennis discuss Visual Tools and how they can reinforce and enhance our understanding. Can a picture paint a thousand words? Do you know your learning style? Maybe it's auditory and that's why you're listening to this podcast. Or it's kinesthetic and you learn best through...
-
What's The Risk With Risk Profiling? - Why The Questionnaires Have Limitations
In episode 4, Sarah and Dennis loop back around to cover the risks of profiling. We hear Dennis explain why he doesn't like risk profiling questionnaires, the downsides, and the limitations. We also revisit cashflow modelling, Monte Carlo modelling and how to view your portfolio for the long…
more -
Sustainable Withdrawal Rates And Evidence-Based Investing with guest Abraham Okusanya
In this episode, Sarah and Dennis are joined by guest, Abraham Okusanya. Abraham is the founder of investment and retirement research consultancy, FinalytiQ and creator of Timeline.co He's the host of podcasts, Retirementals and The Investing Show. and author of the book "Beyond The 4% Rule: The...
-
Financial Planning With Tools, Not Rules - The Importance Of The Human Relationship
Sarah and Dennis introduce us to tools and questions used during the financial planning process. We learn how Dennis has a multilayered role as a financial planner, life coach, marriage guidance counsellor, and relationship reuniting facilitator. But why is Dennis compared to Davina Mccall?...
-
Cashflow Modelling - How It Helps Determine Whether Your Financial Goals Are Realistic
In this episode, we're introduced to Cashflow Modelling. What is cashflow modelling? How can cashflow modelling help us? What information do I need for cashflow modelling? Can I change my plans with cashflow modelling? What happens if it all goes wrong? Useful Information Host: Dennis Hall Dennis...
-
Can We Time The Market? Should We Even Be Trying?
Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. In this episode, Dennis and Sarah talk about Timing. When is a good time to invest? What if…
more -
How Much Will A Financial Planner Cost? Dennis Explains How Fees May Be Structured.
Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. Following on from the previous episode, Where Do I Start? Dennis and Sarah discuss…
more -
The Century Plan - Where Do I Start? With Dennis Hall and Sarah Steele
Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. In this episode, Sarah takes it back to basics and asks Dennis "Where do I start?" What are...
-
The Century Plan - Vulnerability with Dennis Hall and Sarah Steele
Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. In a change to the expected episode 7 of The Century Plan, we talk about Vulnerability.…
more -
The Century Plan - Forecasting with Dennis Hall and Sarah Steele
Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. In episode 6 of The Century Plan, we talk about forecasting and predictions. Why is Dennis...
-
The Century Plan - Scams with Dennis Hall & Sarah Steele
Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. In episode 5 of The Century Plan we talk about financial fraud, particularly scams, spoofs...
-
The Century Plan - Simplicity with Dennis Hall & Sarah Steele
Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. In this episode, we are introduced to Simplicity (and in turn complexity). Why should we...
-
The Century Plan - Rules Of Thumb with Dennis Hall and Sarah Steele
Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement. Welcome to this episode of The Century Plan, today we talk about rules of thumb , what they...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
Loading similar podcasts...
Frequently Asked Questions
How many episodes does The Century Plan have?
The Century Plan currently has 50 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Century Plan about?
Retirement planning from start to finish. A heads-up from Chartered Financial Planner, Dennis Hall, on why your money needs to work harder, for longer.
How often does The Century Plan release new episodes?
The Century Plan has 50 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Century Plan?
You can listen to The Century Plan on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Century Plan?
The Century Plan is created and hosted by Dennis Hall & Sarah Steele.
URL copied to clipboard!