Episode 8. Money That Works for You: How to Build a Life-Driven Wealth Strategy

THIS EPISODE WILL BE LAUNCHING IN MARCH 2026

In this Balancing Act conversation, Financial expert Anne McClean delves into the psychological aspects of money, discussing how perceptions of ‘not enough’, ‘enough’, and ‘plenty’ shape financial behaviours. Sarah and Anne explore practical financial planning strategies for both employees and self-employed individuals, emphasising the importance of understanding one’s financial situation and goals.

The discussion also covers the significance of liquidity and legacy in wealth management, as well as tips for building money confidence. Anne provides actionable advice on budgeting, investing, and preparing for the future, highlighting the need for personalised financial guidance aligned with longer term aspirations.

Key Topics Covered

• Understanding your perception of money is crucial.
• Financial planning should be proactive and personalised.
• Budgeting is essential for financial success.
• Investing early can lead to significant growth.
• Self-employed individuals face unique financial challenges.
• Liquidity is important for maintaining lifestyle.
• Legacy planning should start early in life.
• Building money confidence requires understanding your finances.
• Utilising employer benefits can enhance financial health.
• Seeking trusted financial advice is key to success.

Anne McClean is a multi-award-winning wealth strategist with two decades of experience advising high-achieving professionals, business owners and families on how to translate earnings into long-term financial security and purpose-led decision-making. Currently a Partner and Head of Wealth at IPS Capital, Anne previously served as a Partner at Smith & Williamson (now Evelyn Partners) and holds Fellowships with both the Personal Finance Society and the Chartered Institute for Securities and Investment.