In Episode 2 of Season 3 we reach one of the most common questions.... How Much Do I Need To Retire?

It's not a one-size-fits-all all situation. Sarah and Dennis talk over considerations and formulas that can be used to help gain a figure.

What kind of retirement are you planning?

How much does that cost?

How much do you have in assets?

Do you know how your workplace pension is invested?

How and when can you afford to start adding to your pension pot?

How much is your state pension? Did you register to gain credits while a stay at home parent?

Useful information

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