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Kathi Balasek - Becoming Grief Literate
Manage episode 376282359 series 1454631
Tune in to hear:
- What life journey brought Kathi to a place where she focused on grief professionally?
- Why did Kathi experience guilt and shame around her lack of financial literacy in a moment of crisis?
- People often say very inappropriate things when they are struggling to address the grieving, even if well-intentioned. Why is this the case and what can be done about it?
- Why something as simple as asking a deceased person’s name can be so meaningful to their loved ones.
- What does it mean to be "grief literate?"
- What is it about the unique combination of loss and money that makes us so reticent to talk about it?
- What is "disenfranchised grief" and how can loved ones, advisors or others avoid falling prey to this phenomenon?
- How does Kathi work with advisors who are a bit hesitant to talk about grief and other intimate topics?
- What are some best practices / things to say when talking to someone who is actively grieving?
- How can we strike a good balance between sitting with someone in their grief and offering optimism? Is this hopeful perspective often more hurtful than it is helpful?
https://www.kathibalasek.com
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.
Compliance Code: 2174-OAS-8/8/2023
Ad Compliance Code: 2120-OPS-8/2/2023
Connect with Us
299 episodes
Manage episode 376282359 series 1454631
Tune in to hear:
- What life journey brought Kathi to a place where she focused on grief professionally?
- Why did Kathi experience guilt and shame around her lack of financial literacy in a moment of crisis?
- People often say very inappropriate things when they are struggling to address the grieving, even if well-intentioned. Why is this the case and what can be done about it?
- Why something as simple as asking a deceased person’s name can be so meaningful to their loved ones.
- What does it mean to be "grief literate?"
- What is it about the unique combination of loss and money that makes us so reticent to talk about it?
- What is "disenfranchised grief" and how can loved ones, advisors or others avoid falling prey to this phenomenon?
- How does Kathi work with advisors who are a bit hesitant to talk about grief and other intimate topics?
- What are some best practices / things to say when talking to someone who is actively grieving?
- How can we strike a good balance between sitting with someone in their grief and offering optimism? Is this hopeful perspective often more hurtful than it is helpful?
https://www.kathibalasek.com
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.
Compliance Code: 2174-OAS-8/8/2023
Ad Compliance Code: 2120-OPS-8/2/2023
Connect with Us
299 episodes
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