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
