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Juggling Mind and Money

Juggling Mind and Money

Von: Steve Rowe and Jessica Schlupp-Taylor
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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.

© 2026 Juggling Mind and Money
Hygiene & gesundes Leben Seelische & Geistige Gesundheit
  • Ep 30 - Sam Hart - Inheritance tax at home and abroad
    Jan 15 2026

    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 when it starts with your life goals, not the tax bill
    • The moving abroad question, and where people often get caught out
    • The difference between “leaving the UK” and actually becoming non-resident
    • What gifting and trusts can offer, and what to watch out for

    As always, it’s not just about the numbers. The conversation keeps coming back to the human side: how money decisions can quietly shape your lifestyle, relationships, and happiness, often in ways you don’t expect.

    Links:

    Sam's LinkedIn - https://www.linkedin.com/in/samhart1/

    Rosegate Tax - https://www.rosegatetax.co.uk/

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    56 Min.
  • Ep.29 News years resolutions - Why they fail, and how to make yours stick
    Jan 1 2026

    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 fast, and how to approach goals in a way that feels more realistic, more sustainable, and far less punishing.

    They touch on the psychology behind “fresh starts”, the difference between being pushed by discomfort versus pulled by something meaningful, and how small, repeatable actions can beat grand plans.

    On the money side, they discuss ways to reduce mental load, build better financial habits, and keep your progress steady even when life gets messy.

    It’s thoughtful, practical, and lightly chaotic in the way only New Year’s Day can be.

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    48 Min.
  • Ep.28 Michael Kothakota of WolfBridge Wealth on the Value of Advice
    Dec 18 2025

    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.

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    1 Std. und 12 Min.
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