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...
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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...
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...
Juggling Mind and Money
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...