Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
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Content provided by Christopher Dale. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christopher Dale or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Navigating Life Transitions: Reflections from a Financial Planner
Manage episode 455814703 series 3316771
Content provided by Christopher Dale. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christopher Dale or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this final episode of the season for 'Real Talk with Life After Grief,' I reflect on a recent conference for certified financial planners specializing in life transitions. I share moving stories from two speakers, Toby and Alexi, who discussed their personal experiences with IVF and child loss. These stories highlight the profound impacts of grief and how such experiences shape financial planners to better assist clients through transitions. I also delve into the techniques and tools I use to help clients navigate these challenging periods, emphasizing communication preferences and managing expectations. Finally, I discuss the concept of a 'bliss list' to envision a fulfilling future post-grief and preview my new venture into video podcasting inspired by my sons. Join me in this heartfelt episode as we explore the emotional side of financial planning.
Merry Christmas, Happy New Year and Happy Holidays!!!
Cheers and See you in 2025.
#financialplanning #lifetransitions
Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!
Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.
89 episodes
Share
Manage episode 455814703 series 3316771
Content provided by Christopher Dale. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christopher Dale or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this final episode of the season for 'Real Talk with Life After Grief,' I reflect on a recent conference for certified financial planners specializing in life transitions. I share moving stories from two speakers, Toby and Alexi, who discussed their personal experiences with IVF and child loss. These stories highlight the profound impacts of grief and how such experiences shape financial planners to better assist clients through transitions. I also delve into the techniques and tools I use to help clients navigate these challenging periods, emphasizing communication preferences and managing expectations. Finally, I discuss the concept of a 'bliss list' to envision a fulfilling future post-grief and preview my new venture into video podcasting inspired by my sons. Join me in this heartfelt episode as we explore the emotional side of financial planning.
Merry Christmas, Happy New Year and Happy Holidays!!!
Cheers and See you in 2025.
#financialplanning #lifetransitions
Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!
Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.
89 episodes
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Similar to Real Talk with Life After Grief Chris
Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
…
continue reading
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continue reading
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…
continue reading
Hosted by Laura Cathcart Robbins, a writer and a recovery thriver and survivor, Laura found herself in an all too familiar position. In September 2018, she was the only black woman in the room at Brave Magic, a famed writer’s retreat. After it was over, she wrote about her “only one” experience in The Huffington Post and comments started flooding into her DM. These comments were from people from all races, ethnicities, creeds, and nationalities who had felt “othered”. Laura beautifully inter ...
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continue reading
From host Kevin Miller: When I was 7 years old and got out of line, my parents would give me an “attitude adjustment” and make me listen to motivational speakers like Zig Ziglar. I didn’t appreciate it at the time but the experience gave me awareness of how powerful our minds and outlook on life are. I went on to become a pro athlete, have 9 kids, start 17 businesses and become addicted to performance and production. Till I burnt out. Multiple times. That started a quest to not just pursue p ...
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continue reading
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continue reading
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continue reading
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continue reading
Montgomery & Company (MoCo) is a weekly podcast and radio show hosted by two-time WNBA Champion and Co-Owner/Vice President of the Atlanta Dream, Renee Montgomery, in partnership with WABE Atlanta. Both insightful and compelling, MoCo features interviews with some of the world’s top athletes, entertainers, and innovators as well as roundtable discussions with Renee’s colleagues, friends, and family, about sports, culture and building generational wealth. Montgomery & Company: Sports, Cultu ...
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continue reading
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