In this episode, Steve is joined by Neil Bage, Co-Founder of Shaping Wealth, for a powerful conversation about understanding people as the core of great financial planning. Steve and Neil explore the psychology behind money and the emotional challenges that both clients and advisers face. Neil explains how our brains, designed for survival thousands of years ago, struggle to navigate a world built on numbers, screens, and long-term financial commitments. From emotional reactions to markets, t...
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In this episode, Steve is joined by Neil Bage, Co-Founder of Shaping Wealth, for a powerful conversation about understanding people as the core of great financial planning. Steve and Neil explore the psychology behind money and the emotional challenges that both clients and advisers face. Neil explains how our brains, designed for survival thousands of years ago, struggle to navigate a world built on numbers, screens, and long-term financial commitments. From emotional reactions to markets, t...
Ep.10 - From Payday to Purpose: Rethinking Life in Retirement
Juggling Mind and Money
40 minutes
7 months ago
Ep.10 - From Payday to Purpose: Rethinking Life in Retirement
You’ve clocked out for the last time, said goodbye to spreadsheets and staff meetings… but now what? In this episode of Juggling Mind & Money, Steve and Jess unpack the surprisingly tricky reality of retirement – and the sneaky sense of purposelessness that can creep in when the calendar’s wide open. Steve shares his own post-retirement slump, while Jess diagnoses the deeper issue: a lack of purpose. Together, they explore how meaning—not money—is often the real currency of a happy retire...
Juggling Mind and Money
In this episode, Steve is joined by Neil Bage, Co-Founder of Shaping Wealth, for a powerful conversation about understanding people as the core of great financial planning. Steve and Neil explore the psychology behind money and the emotional challenges that both clients and advisers face. Neil explains how our brains, designed for survival thousands of years ago, struggle to navigate a world built on numbers, screens, and long-term financial commitments. From emotional reactions to markets, t...
