• When The Financial Planner Met The Accountant

  • Oct 1 2024
  • Length: 40 mins
  • Podcast

When The Financial Planner Met The Accountant

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  • Summary

  • 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
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