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.23 - Protection Paralysis: Why We Dodge Life Insurance
Juggling Mind and Money
39 minutes
1 month ago
Ep.23 - Protection Paralysis: Why We Dodge Life Insurance
In this episode, Steve and Jess take on one of life’s most avoided topics — protection. From life insurance to income and health cover, they explore why people delay or dodge these crucial safeguards, even when they know better. Steve and Jess break down the invisible barriers that keep people unprotected. They also explore why the “abstract future” always loses to the “tangible present” — holidays feel real, insurance doesn’t. You’ll also learn a powerful visualisation exercise that he...
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...