Yellowtail Financial Planning

Yellowtail Financial Planning. Since April 2006. The human side of money. The home of A Taste Of Financial Planning 🎧.

[Yellowtail Financial Planning @YellowtailFP]

From surviving life-changing injuries in Afghanistan to building businesses and pursuing new ambitions, Mark Ormrod MBE has an extraordinary story.

A candid, inspiring conversation.

Listen on A Taste of Financial Planning:

https://t.co/V7FdYBrvR6

[Yellowtail Financial Planning @YellowtailFP]

Season 2 starts with @MarkOrmrod MBE.

Money, ambition, entrepreneurship, AI, family, financial freedom and what comes next.

A candid, funny and wide-ranging conversation over lunch.

🎧 A Taste of Financial Planning is out now.

https://t.co/b5OZKf0vyx

[Yellowtail Financial Planning @YellowtailFP]

Good advice isn’t just about the recommendation you end up with. It’s also about the ideas considered, tested and rejected along the way.

@Dennis_Hall59 wrote more about the thinking behind our One Best Idea approach last week:

https://t.co/t8Vci5FM3y

[Yellowtail Financial Planning @YellowtailFP]

More choice isn’t always more helpful. The value of advice is having someone do the thinking and be prepared to recommend a way forward.

@Dennis_Hall59 explains our One Best Idea approach here:
https://t.co/t8Vci5FM3y

[Yellowtail Financial Planning @YellowtailFP]

@Dennis_Hall59 I’ve been told of sightings of a pink lady

[Yellowtail Financial Planning @YellowtailFP]

Just found this in my garden 😱 Has there been a grisly murder?? Cored to death perhaps?

[Yellowtail Financial Planning @YellowtailFP]

What a line-up so far.

Listen to A Taste of Financial Planning.

Food. Money. Life.

Available on all major podcast platforms. Or via the link:

https://t.co/rJj2GV25EQ

[Yellowtail Financial Planning @YellowtailFP]

Financial planning is rarely just about money.

It’s about work, family, ageing, change, uncertainty, what you want life to look like next.

That’s why we created A Taste of Financial Planning.

The food is the way in.

The conversation is the point.

https://t.co/e7qKcwnTXp

[Yellowtail Financial Planning @YellowtailFP]

“It’s not a you problem. It’s a system problem.”

A Taste of Financial Planning is out now, with Annabel Veysey and Dr Katie McBride from Shift Happens.

A conversation about food, finance, overwhelm, AI, money memories and human support.

https://t.co/HgHcNQIzpl

[Yellowtail Financial Planning @YellowtailFP]

10,000 downloads for A Taste of Financial Planning.

Not bad for a podcast built around food, honest conversations and the questions people don’t always know how to ask about money.

Thank you to everyone who has listened so far.

https://t.co/5b78vgD0En

[Yellowtail Financial Planning @YellowtailFP]

What’s the point of planning for retirement if your body can’t enjoy it?

Our latest A Taste of Financial Planning episode with Toby Swallow, former world champion powerlifter and health coach.

Health pensions, food and future independence.

Listen at: https://t.co/6fiLdmfO4F

[Yellowtail Financial Planning @YellowtailFP]

Sometimes the dream takes over.

Architect Caroline Shortt on why honest conversations about budgets, lifestyle and financial pressure matter long before a project begins.

Full episode of A Taste of Financial Planning available now.

https://t.co/BYlSg6ccIT

[Yellowtail Financial Planning @YellowtailFP]

Barc Architect's Caroline Shortt on the financial pressure of renovating a home, starting a business and raising a young family, and how that experience changed the way she talks to clients about money.

Listen to A Taste of Financial Planning 🎧

https://t.co/BYlSg6ccIT

[Yellowtail Financial Planning @YellowtailFP]

Follow us at A Taste of Financial Planning for more. Available on all major podcast platforms.

[Yellowtail Financial Planning @YellowtailFP]

We started with architecture and ended up talking about money, ambition and how far is too far.

Caroline Shortt, founder of Barc Architects, was a brilliant guest.

https://t.co/0xJM35lZyV

[Yellowtail Financial Planning @YellowtailFP]

Abraham Okusanya was always going to be a fascinating guest.

CEO of Timeline, one of the most influential businesses in UK financial planning.

What stood out wasn’t that.

It was how open he was about the journey behind it.

https://t.co/Qnve5y6fCG

[Yellowtail Financial Planning @YellowtailFP]

Listen to Mike Hesketh’s story.

Military dentist. Afghanistan. Bought a practice. Scaled it. Sold it.

A conversation about pressure, perspective and what money is actually for once you’ve made it.

A Taste of Financial Planning🎙️

https://t.co/Ok1eRlrDBF

[Yellowtail Financial Planning @YellowtailFP]

@asadkhansmma @Dennis_Hall59 Thank you 🙏

[Yellowtail Financial Planning @YellowtailFP]

Most people find it harder to talk about money than they admit.

So we moved the conversation to a kitchen table.

@Dennis_Hall59 cooks.
Guests open up.
Finance sounds human again.
A Taste of Financial Planning is live.

https://t.co/40I8Yje7B8

[Yellowtail Financial Planning @YellowtailFP]

Most people think financial planning is about investments.

It isn’t.

It’s about answering one question:
Will I have enough?

We’ve started a short video series explaining what good financial planning actually looks like.

Start here: https://t.co/1hePGNByyA