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.
Juggling Mind and Money
Ep.13 - Teresa Meredith - A Retirement Story with Heart
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 navigating personal loss, serious illness, and big life transitions, their journey highlights the real impact of thoughtful financial planning – and the value of simply being listened to.
This conversation offers a genuine look at the human side of retirement, community, and what it means to feel secure through life’s ups and downs.
