Juggling Mind and Money
Welcome to the Juggling Mind and Money Podcast with Steve Rowe and Jessica Schlupp-Taylor.
Steve Rowe is the founder of Lucent Financial Planning and an award-winning independent financial planner. He helps you to use your money and have a great life.
Jess Schlupp-Taylor is a psychologist supporting people through change, challenges and forks in the road of life.
Together they will help you unblock the sludge in your mind, stopping you from achieving financial and psychological happiness.
Podcasting since 2025 • 31 episodes
Juggling Mind and Money
Latest Episodes
Ep.31 How Investment Professionals Think About Risk, Returns, and Staying the Course
In this episode of Juggling Mind and Money, Steve sits down with Laurentius van den Worm, Head of Investment Strategy at Timeline Portfolios, for a candid conversation about how sensible portfolios are built, why markets test people’s patience,...
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Episode 31
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46:29
Ep 30 Sam Hart - Inheritance tax at home and abroad
In this episode, Steve is joined by Sam Hart, a tax specialist at Rosegate Tax with nearly 30 years in the game, to cut through the noise around inheritance tax and long-term planning.They explore:Why tax planning works best ...
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Episode 30
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55:33
Ep.29 New years resolutions - Why they fail, and how to make yours stick
New Year’s Day 2026. The motivation is high, the To-Do list is long, and reality is quietly waiting round the corner.In this episode Steve and Jess explore why New Year’s resolutions so often start strong and fade fas...
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Episode 29
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47:48
Ep.28 Michael Kothakota of WolfBridge Wealth on the Value of Advice
In Episode 28, Steve is joined by Michael Kothakota, co-founder of Wolf Bridge Wealth, for a grounded conversation on the real value of financial advice beyond returns.Mike shares how he and his wife launched the firm in the aftermath of...
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Episode 28
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1:11:44
Ep.27 The Budget Explained: Tax Changes, Delays and Hidden Consequences
In this episode of Juggling Mind and Money, Steve is joined by Chartered Financial Planner Luke James for a clear and grounded conversation about the recently released Budget. With Jess away, Luke steps in to help unpack the announceme...
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Episode 27
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48:38
