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.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 the 2008 crisis, and how years of work with clients navigating major life events shaped his view of what good advice actually does for people day to day.
They also explore Mike’s teaching work at Columbia University, and why ethics, judgement, and clear communication matter just as much as technical knowledge.
The discussion then turns to a Vanguard paper from 2025 on the value of advice and what it suggests about reassurance, decision-making, and the human side of planning, especially when markets and emotions are moving at the same time.
Expect practical reflections on trust, client conversations, and the subtle ways great advice can reduce noise and help people make better choices with money.
