S3 Ep 10: Why Financial Success Is 80% Mindset and 20% Strategy with Warren Shute
JAN 15, 202651 MIN
S3 Ep 10: Why Financial Success Is 80% Mindset and 20% Strategy with Warren Shute
JAN 15, 202651 MIN
Description
Why does money cause so much tension with others and within ourselves? Host Jo Cowlin is joined by highly experienced financial planner and NLP coach Warren Shute for an honest, relatable conversation about the emotional side of money.Forget strict budgets and financial guilt. This episode is full of laughter, real-life stories, and practical insights to help you get financially organised in a way that truly works for you. You’ll explore how money is less about numbers and more about beliefs, values, and behaviour and learn simple strategies you can actually stick to.Here are the Highlights: 00:00 Warren Shute, a financial planner with 31 years of experience03:15 Belief over strategy is key10:05 Save 15%, automate finances, and simplify money management 14:50 Clarify personal definitions of financial security21:02 Teaching kids life lessons about money24:33 Finding financial balance and freedom 31:53 Consider financial decisions carefully37:20 Women often claim they're not good with money, but they may be better investors and more process-focused than men41:32 Seek reliable sources, avoid sensational media, and take action 43:09 Regular communication with clients and financial clarity49:21 Organising financials, reviewing investments, and planning.Meet your host Jo CowlinJo Cowlin keeps it real.Some people might like to call her ‘a motivational people development expert’ but Jo would rather you didn’t.Jo is a no-nonsense, straight-talking northernerShe is also a transformational coach, facilitator and game changer. She has a passion for results and is dedicated to helping leaders realise their aspirations without compromising their wellbeing.She dares individuals to be different by eliminating corporate BS, life coaching, and hand-holding, and instead encourages breaking through barriers to gain clarity and step into personal power for a life without limits.Resilience and a proactive approach to mental wellbeing is at the core of all of her work which is predominantly aimed at helping leaders and their teams refocus, regroup and rapidly adjust to change. With a background in pharmaceutical leadership and expertise across various sectors, she offers coaching and leadership programs tailored to individual and organisational needs.Find out more about Jo here: https://jocowlin.com/Connect with Jo:Instagram: https://www.instagram.com/jocowlin/LinkedIn: https://www.linkedin.com/in/jo-cowlin/About Warren Shute MSc., CFP™ FPFS, Chartered FCSI:Warren Shute began his career in financial services in 1995 at just 21 years old. At the same time, he trained in Neuro-Linguistic Programming (NLP) and coaching - combining technical expertise with a deep understanding of human behaviour. This unique blend has fuelled his passion for both his profession and helping people ever since. Today, Warren is a Certified and Chartered Financial Planner, a Master Practitioner and trainer of NLP, and a Certified Coach. He is also the Managing Director of Lexington Wealth Management, widely recognised as one of the UK’s leading financial planning firms. He is also a passionate advocate for financial education — teaching in schools and workplaces — with two lifelong missions: To help 1 million people achieve financial freedom – freedom from the worries of moneyTo see financial education embedded in the UK school curriculum for every 17–18-year-old Connect with Warren:The Money Planner Podcast – https://open.spotify.com/show/3haBoeMrTJlO4QkAEVPMfu?si=e62e7089a0c349ff-The Finance Geeks - https://open.spotify.com/show/7Lr2aFmlJeqvFFkbefqk3P?si=43d0249b279147cbThe Money Plan Book - https://amzn.eu/d/7IkVt0J Produced by winteraudio.co.uk