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 financial advice
• Using shared interests to build relationships
• Our love of food and wine!

We also discuss our shared passion for eliminating decision-overwhelm for clients who already have too many choices to make in their daily lives. And why advisers should be held accountable for making decisions rather than offering endless options.

Useful information

Host: Dennis Hall

Host: Sarah Steele

Guest: Katherine Waller

Contact us: ask@yellowtail.co.uk

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 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

Useful information

Host: Dennis Hall

Host: Sarah Steele

Guest: Rob Nicholls

Contact us: ask@yellowtail.co.uk

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
Scrolling aimlessly online

In this season of The Century Plan podcast, we’re exploring what's really holding us back. One of the most common reasons people give for not focusing on their financial planning is a lack of time.

But in our latest episode, we challenge that idea and take a closer look at how we actually spend our time. Is it really about not having enough hours in the day—or something else?

Join us as Dennis Hall breaks down how to make time for your financial planning and shares practical tips to help you get started, no matter how busy life feels.

Listen now and discover how to take control of your financial future in just a few small steps.

Useful information

Host: Dennis Hall

Host: Sarah Steele

Contact us: ask@yellowtail.co.uk