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.15 - Planning for Inheritance Tax: What Every Family Should Know
Juggling Mind and Money
36 minutes
5 months ago
Ep.15 - Planning for Inheritance Tax: What Every Family Should Know
Inheritance Tax affects more families than ever — yet too many leave it to chance. In this episode, we explore the key tools for effective estate planning, including gifting, trusts, and life cover. Whether you want to support your children, give to charity, or simply keep more of your wealth in the family, this is a conversation worth having.
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...
