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. He's an international author and speaker, and his work has influenced financial planners across the globe.

During this episode, Carl shares his insights, knowledge, and experiences as a financial planner.

We learn about how Carl became a columnist and author with books including, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money and The One-Page Financial Plan: A Simple Way To Be Smart About Your Money.

We learn more about the artwork at Yellowtail which includes favourite pieces from Carl's sketch collection.

Useful information

Guest: Carl Richards

Website:

Books: The Behaviour Gap: Simple Ways to Stop Doing Dumb Things with Money

The One-Page Financial Plan: A Simple Way To Be Smart About Your Money.

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