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Artwork for A Taste of Financial Planning

A Taste of Financial Planning

Dennis Hall & Sarah Steele
Royal Marines
Financial Planning
Rainbow Hunting
Bereavement
Timeline
Barc Architects
Shift Happens
Artificial Intelligence
Financial Advice
Consumer Capitalist Society
Money
Food
Guest Wisdom
Estate Planning
Architecture
Ireland
Food Memories
Money Memories
Stress
Advice Gap

A Taste of Financial Planning brings together great food, honest chat and big life questions. Each episode, Chartered Financial Planner and enthusiastic cook Dennis Hall invites a guest to lunch. Along with co-host Sarah Steele, they explore memories of money and food, before the guest gets to ask Dennis their own questions about financial planning. No jargon. No judgement. Just good conversation ... more

PublishesTwice monthlyEpisodes52Founded3 years ago
Number of ListenersCategories
InvestingArtsBusinessFood

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Artwork for A Taste of Financial Planning

Latest Episodes

Sarah and Dennis are joined by Sam Wones from The Adaptable Human Project to talk about stress, pressure, resilience, leadership, food, first money memories and why "just be more resilient" is not always helpful advice.

Sam helps organisations and ... more

In this episode of A Taste of Financial Planning, Sarah and Dennis are joined by Annabel Veysey and Dr Katie McBride from Shift Happens.

Annabel and Katie are close friends, but they bring very different perspectives to the same question: why do so... more

In this episode of A Taste of Financial Planning, Sarah and Dennis are joined by Toby Swallow, health coach, ageing disruptor and former world champion powerlifter.

Toby first joined us on our previous podcast, The Century Plan, where we explored t... more

We sat down with architect Caroline Shortt for a conversation that covered far more ground than we expected.

Caroline shares her journey from early entrepreneurial experiences to building her own practice, Barc Architects, and the work she now does... more

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Recent Guests

Sam Wones
Co-founder of The Adaptable Human Project
The Adaptable Human Project
Episode: Sam Wones: Stress, Resilience and the Pressure We Carry
Annabel Veysey
Co-founder of Shift Happens; practical entrepreneur focused on human support and AI-enabled systems
Shift Happens
Episode: It's Not a You Problem, It's a System Problem, with Annabel Veysey and Dr Katie McBride
Dr Katie McBride
Academic and social scientist; criminologist focusing on systems, culture, and harm
Shift Happens
Episode: It's Not a You Problem, It's a System Problem, with Annabel Veysey and Dr Katie McBride
Toby Swallow
Health coach and aging disruptor
Rocket Science (health coaching focus)
Episode: Toby Swallow: Health Pensions, Powerlifting and Planning for a Future You Can Actually Enjoy
Caroline Shortt
Founder of Barc Architects, architecture and business leader
Barc Architects
Episode: Caroline Shortt on Designing Homes, Building a Business and Making Thoughtful Financial Decisions
Mike Hesketh
Dentist turned business owner and consultant
Hesketh Healthcare
Episode: Mike Hesketh: Perspective, Pressure and What Financial Independence Really Means
[Unknown guest?]
Episode: Mike Hesketh: Perspective, Pressure and What Financial Independence Really Means
Abraham Okusanya
Founder and CEO of Timeline
Timeline
Episode: Abraham Okusanya: Early Money, Big Decisions, and Building Something Over Time
Paul Mills
Founder of VCMO, fractional marketing leadership expert
VCMO
Episode: Paul Mills - Reinventing Your Career in Midlife

Hosts

Dennis Hall
Host of A Taste of Financial Planning; Chartered Financial Planner; culinary host guiding the lunch-format discussions
Sarah Steele
Co-host of A Taste of Financial Planning; contributes to the conversation and meal moments

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Talking Points

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Sam Wones: Stress, Resilience and the Pressure We Carry
Q: What do leaders, and whatever age, often misunderstand about stress in their teams?
He argues that leaders should model vulnerability and psychological safety, not present stress as purely an individual failure, and should implement organizational changes that support resilience rather than placing sole responsibility on individuals.
Sam Wones: Stress, Resilience and the Pressure We Carry
Q: Well, for those that don't know you, how would you describe what you do now?
Sam explains that he helps organizations understand why stress happens from a neurobiological perspective and equips teams with practical tools to manage it, including leadership culture changes, breathing techniques, and structured training modules.
Holly Mackay: Making Financial Advice More Human
Q: What has been the biggest challenge in Holly Mackay's career, and what keeps you motivated?
Building and sustaining a small business while navigating market changes and shocks; resilience and a love for writing and storytelling, plus hearing from people who've benefited from her guidance, keep motivation high.
Holly Mackay: Making Financial Advice More Human
Q: What advice would you give to someone starting their pension or investment journey?
Start small and normalize the process—set up a pension with a modest amount if possible, use tools and tables on reputable sites to pick appropriate options, and persist for six months. The key is taking that first step and not waiting for perfect knowledge.
Holly Mackay: Making Financial Advice More Human
Q: What role does AI play today in financial guidance, and where is it headed?
AI provides rapid drafting and assistance, but human oversight remains essential. It's useful for creating first drafts and routines, but professionals must review and adjust outputs to ensure accuracy and relevance for individual circumstances.

Audience Metrics

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Frequently Asked Questions About A Taste of Financial Planning

What is A Taste of Financial Planning about and what kind of topics does it cover?

This show pairs home-cooked meals with candid discussions about money, life, and the human side of financial planning. Across episodes, the format features a host cooking and guiding conversation with a guest, often weaving in personal money memories, planning challenges, and practical financial advice delivered in a warm, non-judgmental tone. Guests tend to bring backgrounds in entrepreneurship, professional services, or personal storytelling around resilience, planning for families, and everyday money decisions. A notable pattern is the seamless blend of food memories with financial topics, plus frequent emphasis on practical steps, budgeting, and preparing for the future without jargon. The show often emphasizes accessibility, empathy, a... more

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Which podcasts are similar to A Taste of Financial Planning?

These podcasts share a similar audience with A Taste of Financial Planning:

1. Adviser 3.0: The Podcast
2. TRAP: The Real Adviser Podcast
3. Medics Money podcast
4. The Meaningful Money Personal Finance Podcast
5. Investing Unlocked

How many episodes of A Taste of Financial Planning are there?

A Taste of Financial Planning launched 3 years ago and published 52 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on A Taste of Financial Planning?

Recent guests on A Taste of Financial Planning include:

1. Sam Wones
2. Annabel Veysey
3. Dr Katie McBride
4. Toby Swallow
5. Caroline Shortt
6. Mike Hesketh
7. [Unknown guest?]
8. Abraham Okusanya

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