Who Are You Going To Call? - The Value of Advice with guest David Jones of Dimensional Fund Advisers
Release Date: 10/31/2023
Holly Mackay: Making Financial Advice More Human
The Century Plan Podcast
“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 , to talk about the real barriers to financial confidence — and why money is never just about the numbers. We dive into: – Why women still feel “rubbish with money” – The behavioural edge female investors may have (even if they don’t know it) – Why “just doing nothing” might be the best investment strategy – The power of empathy in advice – And how to make financial planning...
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Health is Wealth: The Other Side of Retirement Planning
The Century Plan Podcast
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 people build the physical reserves they’ll need for a longer, more independent life. We explore the powerful parallels between financial and physical planning, from building long-term reserves to avoiding crisis-driven decisions. Toby shares personal insights, practical steps, and a clear...
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The Soul of Wealth with Daniel Crosby Ph.D
The Century Plan Podcast
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 meaningful life. We explore: Why we often know the right thing to do with money, but still don’t do it The hidden power of “Enough is a decision” Why women often outperform men as investors How the PERMA model helps us plan for fulfilment, not just freedom The small wins that make...
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What's Holding You Back?
The Century Plan Podcast
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 connecting with our future selves: Many people struggle to envision their future and prioritise present desires over long-term goals. Perfectionism: The fear of making the "wrong" decision or not having all the perfect information can prevent action. Lack of time: We explored whether people truly don't...
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Is Financial Planning Actually Worth It??
The Century Plan Podcast
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 will fund everything, or they’ll just keep working. But are these assumptions really true? In our latest episode of , we tackle the common myths that stop people from planning for their future. Financial planning isn’t just about numbers—it’s about making sure you have real choices...
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Understanding Cost, Demonstrating Value
The Century Plan Podcast
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 provide clarity. We explain how different charging models work, what to consider when choosing a planner, and how working with the right professional can help you make informed financial decisions that support your future. We also discuss: ✔️ The impact of fees on your long-term...
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Five Steps To Support Your Financial Future
The Century Plan Podcast
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 conversation highlights practical tips and strategies for effective financial planning, encouraging you to take proactive steps towards securing your financial future. Key takeaways: Budgeting is crucial for managing finances effectively. You can't manage what you don't measure. Pay...
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Nutritional Therapy and Financial Planning
The Century Plan Podcast
Which is more important: looking after your future health or your future wealth? In this week’s episode of , 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 accountability. We’re joined by nutritional therapist , who shares how she helps her clients achieve better health and well-being. Here's what we cover: Understanding nutrition's role in health and longevity Common nutritional issues and misconceptions The connection between nutrition and financial planning The...
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Autumn Budget Breakdown
The Century Plan Podcast
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 tax and fiscal drag And how the changes will affect your financial plan. Listen now for a balanced and thoughtful summary of what you really need to know. Useful information Host: Host: Contact us:
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Purpose-Led Financial Planning - With Katherine Waller of Six Degrees
The Century Plan Podcast
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 of emotional intelligence in financial planning Vulnerability and trust in client relationships How life experiences shape our financial behaviour Overcoming financial fears and insecurities Balancing rational and emotional approaches Common obstacles in financial planning The role of purpose in...
info_outlineIn 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 President at Dimensional Fund Advisors. Before joining Dimensional, David was managing director of his own financial planning firm specialising in retirement planning and investment advice for corporate and private clients.
David holds an MA in military studies and a BA in American studies form the University of Manchester. He also holds Master Licenced Trainer designations in mind mapping, memory skills, speed reading and applied innovation.
Who should we call when the worst happens?
Why do we shy away from conversations about money?
And why is this potentially damaging?
What is the formula for the value of advice?
Useful information
Guest: David Jones
Host: Dennis Hall
Dennis is a Chartered Financial Planner whose career spans 35 years, mostly in central London. After working for larger organisations (including a spell in Moscow) he founded Yellowtail in 2006 and later relocated the office to Exeter. Dennis's particular expertise lies in Lifestyle Financial Planning, helping busy successful people transitioning from working for a living to financial independence, allowing them to choose whether they work, retire, or something in-between. Dennis regularly writes for the trade press and the finance sectors of national newspapers and also has written a book on getting your financial affairs in order called "Who Will it Hurt When I Die"
Host: Sarah Steele
Sarah joined Yellowtail in 2017 having worked previously at Coutts Bank in Central London. Her role focused on clients in the sports and entertainment industry and, more recently, in private healthcare. In 2022, Sarah became Yellowtail's second Director and now looks after all the non-regulated aspects of the business. Sarah is particularly interested in the psychology of money and the interactions clients have with their financial planner. These interactions form the basis of many of the questions Sarah puts to Dennis on The Century Plan.
Contact us: sarah@yellowtail.co.uk