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.19 - Midyear Market Check: What Matters, What Doesn’t with Luke James
Juggling Mind and Money
43 minutes
3 months ago
Ep.19 - Midyear Market Check: What Matters, What Doesn’t with Luke James
Six months down, decades to go. In this episode, Steve and Luke explore why mid-year investment reviews rarely change the big picture – and why no one (yes, no one) can predict the markets. From Trump’s “game show” tariff policies to the bond market’s behind-the-scenes influence, they break down global events shaping your portfolio. Plus: why the government wants your pension in private equity, what wars mean for markets, and how socks can improve your mood.
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...
