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.34 Ian Archbold – a client discussing retirement trepidation, and why everyone needs an adviser.
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In this episode, Steve is joined by Ian Archbold – chartered management accountant, global reward director at Haleon, and (as it turns out) a quietly devoted listener of the show.
Despite knowing his way around a pension spreadsheet better than most, Ian still made the decision to work with a financial advisor. In this episode, he explains why.
What we get into:
- Ian's unexpected career pivot from finance into the world of "reward" — and why he finds it genuinely fascinating.
- Why being good at earning money and being good at managing it are two very different things.
- The moment Ian spotted an investment opportunity during COVID – and why, when it came to it, he didn't act on it.
- The advice that led him to sell his Diageo shares, and why he's glad he did.
- Why Ian decided he wanted someone else handling his finances: time, focus, and the sense that things could be better.
- What he's genuinely looking forward to in retirement – and what concerns him most about leaving a job he actually enjoys.
- A broader conversation about money, happiness, and what financial wellbeing looks like across different stages of life.
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