Money That Works for You: How to Build a Life-Driven Wealth Strategy with guest Anne McClean

Episode 8. Money That Works for You: How to Build a Life-Driven Wealth StrategyGuest: Anne McCleanIn 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 CoveredUnderstanding 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.For more information, additional podcasts and resources visit: www.balancing-act.co.uk Anne McCleanPartner and Head of Wealth | Chartered Financial Planner and Certified Financial Planner | Specialist in Strategic Financial PlanningAnne 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.Anne’s expertise bridges complex financial planning with clarity, empathy, and a deep understanding of human motivation. Whether her clients are scaling businesses, transitioning careers, or preparing for generational legacy, her advice helps demystify financial systems and align capital with life aspirations. She specialises in ensuring that the life being built today is structurally and emotionally supported by the decisions made for tomorrow.Named a Top-Rated Adviser multiple times by VouchedFor and recognised by the Personal Finance Society and Women in Finance Awards, Anne is trusted for her depth of knowledge, her calm, grounded presence, and her ability to create confidence in moments of uncertainty.Anne’s insights appear throughout the Money-Mission paradigm in this book, enriching topics including wealth strategy, liquidity, legacy planning and building a successful future that reflects what matters most. Her contribution offers a powerful reminder that financial confidence is about more than numbers, it’s about pro- active planning and making your money work in service of your bigger purpose.