Juggling Mind and Money

Send us Fan Mail Grief is never just about death — it’s about loss, love, and the messiness of being human. In this episode, Steve and Jess unpack the emotional and financial layers of death and grief, offering insights on how to navigate loss without losing yourself. From managing inherited money to knowing when to seek support, this conversation blends humour, honesty, and practical advice. You’...

Send us Fan Mail What’s investing really for? In this episode, Steve Rowe is joined by Keely Woods to unpack the truth behind investments – beyond jargon, headlines, and hype. From beating inflation and funding dream holidays to helping loved ones and retiring early, they explore the real-life reasons people choose to put their money to work. They tackle the fears that hold people back, explain wh...

Send us Fan Mail Inheritance Tax affects more families than ever — yet too many leave it to chance.  In this episode, we explore the key tools for effective estate planning, including gifting, trusts, and life cover.  Whether you want to support your children, give to charity, or simply keep more of your wealth in the family, this is a conversation worth having.

Send us Fan Mail Pensions might not sound thrilling, but this episode of Juggling Mind and Money proves otherwise. Lucent Financial Planning’s very own Luke James steps in alongside host Steve Row—and brings a healthy dose of enthusiasm, insight, and dinosaur-themed sock humour to the mic. They unravel the mystery of pensions—from the flexibility of Defined Contribution schemes to the predictabili...

Send us Fan Mail In this heartfelt episode, Steve Row is joined by Teresa Meredith – a long-time client of Lucent Financial Planning – who steps in as guest co-host. Theresa shares the story of how she and her husband Phil made the leap into early retirement, the challenges they faced along the way, and how having the right support made all the difference.  From their first nervous meeting to navi...

Send us Fan Mail They’ve done the hard part — worked, saved, and built a sizeable nest egg. So why are so many retirees paralysed when it comes to spending their own money? In this episode of Juggling Mind & Money , Steve and Jess dive into the strange reality of retirement underspending — where even millionaires struggle to loosen the purse strings. It’s not about maths; it’s about mindset. W...

Send us Fan Mail Is retirement a recipe for relaxation—or social isolation? In this episode of Juggling Mind and Money, Steve and Jess dive into the less talked about side of retirement: losing the social buzz that comes with the 9-to-5. From awkward silences to watercooler withdrawals, we explore why making friends as an adult is harder than it sounds—and what you can actually do about it. Plus,...

Send us Fan Mail You’ve clocked out for the last time, said goodbye to spreadsheets and staff meetings… but now what? In this episode of Juggling Mind & Money , Steve and Jess unpack the surprisingly tricky reality of retirement – and the sneaky sense of purposelessness that can creep in when the calendar’s wide open. Steve shares his own post-retirement slump, while Jess diagnoses the deeper...

Send us Fan Mail You’ve worked hard, raised a family, built a life together — so why does retirement suddenly feel… tense? In this episode of Juggling Mind and Money , Steve (Chartered Financial Planner) and Jess (Psychologist) dive into a topic that catches many couples off guard: why retiring together can be more emotionally and financially challenging than expected. From clashing visions of “th...

Send us Fan Mail Retirement – it’s the golden dream, right? No alarms, no meetings, just endless freedom. But here’s the twist… for many, it’s not all Pimm’s in the garden and spontaneous holidays. In fact, 1 in 3 retirees struggle with the transition, facing everything from identity crises to financial fears. In this episode of Juggling Mind & Money , Steve (your financial planning expert) an...

Send us Fan Mail 💰 Greed, Money & The Never-Ending Chase for More 🤑 Why do we always want more? More money, more success, more stuff—yet somehow, it never feels like enough. In this episode of Juggling Mind & Money , financial expert Steve Rowe and psychologist Jessica Schlupp-Taylor dive into the psychology of greed, overspending, and the sneaky ways our desires can lead us down a dange...

Send us Fan Mail Ever felt like you might have ADHD, but you’re not quite sure? Or maybe you just keep procrastinating on that one important financial task?  In this episode of Juggling Mind and Money, Jess Schlupp-Taylor and Steve Rowe welcome their first-ever guest—Sarah Morgan, a coach and expert on ADHD. Expect laughs, lightbulb moments, and a deep dive into ADHD—the strengths, the struggles,...

Send us Fan Mail Are you aware of how negativity affects your life and the lives of those around you? In this episode of Juggling Mind and Money , Steve and Jess uncover the sneaky ways your mindset can sabotage your happiness and financial success. From the hidden dangers of “mood hoovers” (those people who suck the optimism out of a room) to the real-life cost of a negative attitude—spoiler: one...

Send us Fan Mail In this episode of Juggling Mind and Money, Steve and Jess delve into the intriguing world of over-optimism and its impact on our finances. Can being overly optimistic actually be detrimental to our financial well-being? Join Steve and Jess as they explore: The potential pitfalls of excessive optimism when it comes to financial decisions. Real-life examples of how overconfidence c...

Send us Fan Mail In this episode of Juggling Mind and Money , hosts Steve and Jess dive into the intersection of autism and financial well-being. They explore the unique challenges autistic individuals may face when managing money, from navigating complex financial decisions to adapting to change. Jess, a psychologist, provides insights into the diverse spectrum of autism and how traits like senso...

Send us Fan Mail In this debut episode of the Juggling Mind and Money podcast, financial planner Steve Rowe and psychologist Jessica Schlupp-Taylor explore the fascinating connection between money and mental well-being . They delve into the common struggles their clients face - from anxiety and relationship issues to the challenges of retirement planning. You'll discover how Steve and Jess te...

Send us Fan Mail In this episode of Juggling Mind and Money , Steve and Jess explore the unique challenges of managing finances with ADHD. From impulsivity to disorganisation, they unpack how ADHD traits can impact financial well-being and share personal stories, insights, and strategies to help navigate these hurdles. Jess breaks down the connection between ADHD and money habits, while Steve open...