Real Talk with Life After Grief Chris: Recent Episodes
Christopher Dale
"Helping those in grief (and the advisors who support them) navigate financial matters."In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTIFIED FINANCIAL PLANNER™ to better help families in need. In 2021, I became a Certified Financial Transitionist® to complete my personal and professional experience with formal education and scientific theory. My personal experiences and knowledge of grief and loss of loved ones helps me to understand and assist families enduring similar situations. I’ve helped over 400 families navigate many financial issues and life circumstances such as grieving loss of loved ones.
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A life-limiting diagnosis doesn’t just change a calendar. It scrambles the way people think, decide, and even talk to the ones they love, especially when money and legal choices suddenly feel urgent. We’re joined by Rose Zealand, a CERTIFIED FINANCIAL PLANNER™, Certified Financial Transitionist®, and death doula who’s building a rare kind of support for people facing “dying too soon” and the families around them.
We talk through Rose’s origin story, including why she launched her RIA in a way that honors her dad, and how her work connects the practical with the personal. Rose explains her three-part framework: money, meaning, and mortality. That includes cash flow changes after a diagnosis, using disability insurance and other benefits, tightening up estate planning, and getting incapacity planning aligned with real intentions. Just as important, it includes education on the dying process, space to tell one’s story, and support for anticipatory grief that starts the moment life splits into “before” and “after.”
We also get into what this looks like for financial advisors on the front line. When a long-time client becomes inconsistent, avoidant, or overwhelmed, most advisors were never trained for the behavioral and emotional side of finance at end of life. Rose shares how she partners with advisors in an advice-only, time-bound engagement that reduces pressure, creates clarity, and helps clients feel grounded enough to make informed decisions. We close with a candid reflection on legacy, preparedness, and what it means to truly practice what we preach.
If you want more on Rose’s work, visit deathandmoney.com.
📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands--When Money, Trauma, Grief and Racism Collide.
As a launch team member, you’ll:
• Get early access and behind-the-scenes insights
• Help spread a message that brings comfort and courage
• Be part of a community that speaks honestly about grief
• Play a meaningful role in helping this book reach the people who need it most
If this conversation helped you, subscribe, share it with someone who needs it, and leave a review. What’s the one planning step you’ve been avoiding?
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We talk with Maddy Roach of Childfree Trust® about why child-free and permanently childless adults face a different kind of estate planning problem: not paperwork, but finding the right people to legally act when life gets messy. We share how Child Free Trust helps fill the medical POA gap, protects your wishes & reduces the burden that often lands on advisors and friends.
• Why the child-free demographic is growing & what it changes in financial planning
• The fiduciary conflict that prevents advisors from serving as medical POA
• How a missing or unsigned POA can force decisions onto hospitals or courts
• What Child Free Trust does across medical POA, executor, trustee and care planning
• Why elder care oversight matters in rehab & nursing facilities
• Why Maddie restructures estate planning into continuity planning
• Pricing basics, hourly POA support & the Medicaid commitment
• Where to learn more & how to contact Maddie
Get into contact with Maddy here:
Chief Growth Officer of Partnerships
Maddy@childfreetrust.com
Childfree Trust®
Childfree Trust | Connect with me on LinkedIn
📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands--When Money, Trauma, Grief and Racism Collide.
As a launch team member, you’ll:
• Get early access and behind-the-scenes insights
• Help spread a message that brings comfort and courage
• Be part of a community that speaks honestly about grief
• Play a meaningful role in helping this book reach the people who need it most
Support the show
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.
Send us Fan Mail
A client looks at you and says, “Chris, just take care of it.” Sounds simple until the “it” is a medical crisis, an estate plan that can’t wait, a $130,000 hospital bill that should have been covered by insurance, and a sudden decline that forces real decisions in real time.
We share the full story of Hugh Breeze, a client I meet in 2004 who wants a straightforward path into retirement and the freedom to live life without a lot of noise. Over nearly two decades, our relationship grows into something deeper than investment management. It becomes the kind of long-term financial planning that includes retirement income planning, smart coordination with an estate planning attorney, and the hard boundaries every ethical financial advisor must keep around power of attorney and healthcare decision-making.
Once an accident and illness enter the picture, the work shifts fast: verifying insurance coverage, correcting hospital billing mistakes, dealing with opportunistic claims, and tackling the unglamorous logistics that can derail everything like replacing a Social Security card, ordering a birth certificate, and getting valid ID. We also talk about rehab oversight, companion care, what hospice training teaches you about the final stage of life, and what it means to support someone with dignity when the end is closer than anyone wants to admit.
If you care about grief and money, caregiving and planning, or how a Certified Financial Transitionist® can guide families through life’s hardest transitions, this story will stay with you.
📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands--When Money, Trauma, Grief and Racism Collide.
As a launch team member, you’ll:
• Get early access and behind-the-scenes insights
• Help spread a message that brings comfort and courage
• Be part of a community that speaks honestly about grief
• Play a meaningful role in helping this book reach the people who need it most
If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me.
If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me.
Comment “LAUNCH” or check the link in the description to join us. 🤍
LAUNCH
Subscribe, share this with someone who needs it, and leave a review so more people can find Real Talk With Life After Grief Chris.
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He was up at 5 a.m., alone in the dark, running drills before middle school tryouts and he didn’t do it because I pushed him. Watching my son Eli work that hard simply because he loves basketball hit me in a way I didn’t expect, and it forced me to question my own lifelong relationship with motivation.
I share a personal story that connects my past to my present: how my early basketball drive was shaped by dysfunction at home and a need to get away, and how a “tribe” of mentors helped me channel that intensity into something productive. Then I contrast that with what I’m seeing in my kids, especially Eli, whose routine includes reading, math, and voluntary practice, and Gideon, who is just as committed but prefers to train independently. As a father and coach, I talk through the tension of staying engaged without turning effort into pressure, and why it matters to protect the fun so motivation stays healthy.
If you’re thinking about resilience, parenting, coaching, or what it looks like to build a life after grief, this conversation offers a grounded reminder: you can be driven without running from something. The same principle shows up in grief support and financial planning after loss, where the best progress happens when people feel ownership, not force.
📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands--When Money, Trauma, Grief and Racism Collide.
As a launch team member, you’ll:
• Get early access and behind-the-scenes insights
• Help spread a message that brings comfort and courage
• Be part of a community that speaks honestly about grief
• Play a meaningful role in helping this book reach the people who need it most
If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me.
If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me.
Comment “LAUNCH” or check the link in the description to join us. 🤍
https://www.lifeaftergriefconsulting.com/launchteam
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Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!
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A great interview with Professional Photographer Carter Cundiff of Kate Styles Photography. We explore how grief-focused photography can help honor loved ones, why saying their names matters, and where end-of-life planning meets compassion. Carter shares her practice, shamanic training, and how images become legacy, while we unpack the role of death doulas and the realities of caregiving.
• grief-informed portraiture that preserves memory and meaning
• intuitive vs analytical grieving styles and when each helps
• shamanic training as a path to self-awareness and service
• death doulas’ role in planning, advocacy and family support
• triggers, resilience and the quiet rituals of remembrance
• ethical care for aging clients and honoring final wishes
• why photos and printed keepsakes outlast the hardest seasons
• resources to connect with Carter and continue the work
Here is how you can connect with Carter....www.katestylesphotography.com
on Instagram @carter_ksp
brandingbycarter.ksp@gmail.com
Don't forget to..........
📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands.
As a launch team member, you’ll:
• Get early access and behind-the-scenes insights
• Help spread a message that brings comfort and courage
• Be part of a community that speaks honestly about grief
• Play a meaningful role in helping this book reach the people who need it most
If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me.
If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me.
Comment “LAUNCH” or check the link in the description to join us. 🤍
https://www.lifeaftergriefconsulting.com/launchteam
Support the show
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.
Send us Fan Mail
A quiet truth powers this conversation: writing a book is only half the work—bringing it to the people who need it is the other half. I walk through the path from private pages written for healing to a public launch designed to serve clients in grief and the advisors who guide them. Along the way, I unpack how to ask for help without feeling self-conscious, why a launch team turns readers into advocates, and what happens when gratitude replaces hesitation.
Join my launch Team: Launch
I dig into the practicalities of a mission-led launch: setting a clear runway toward the release date, inviting early supporters with an advance reader copy, and offering real value through a private training called Being Present When It Matters Most. That training blends personal experience and professional practice, including a case where coordinated presence changed a family’s final days for the better. You’ll hear how simple, steady actions—language, timing, documentation, and emotional cues—can transform the advisor-client relationship during the hardest moments of life.
If you’ve ever wondered how a book about grief and finances can feel both deeply human and rigorously useful, this is your blueprint. I share what we learned from publishing partners about marketing that respects your audience, how early reviews shape a book’s impact, and why community is the best amplifier of hard-earned wisdom. For anyone navigating loss, or any advisor determined to show up with skill and heart, you’ll leave with concrete steps to get involved, learn, and lead.
Don't forget to..........
📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands.
As a launch team member, you’ll:
• Get early access and behind-the-scenes insights
• Help spread a message that brings comfort and courage
• Be part of a community that speaks honestly about grief
• Play a meaningful role in helping this book reach the people who need it most
If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me.
If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me.
Comment “LAUNCH” or check the link in the description to join us. 🤍
https://www.lifeaftergriefconsulting.com/launchteam
Support the show
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.
Send us Fan Mail
I am excited to share my new book Life After Grief: Holding the Numbers with Shaking Hands
I have an exclusive invitation for my listeners... Join my book launch team for Life After Grief: Holding the Numbers with Shaking Hands and help bring this message into the world: Launch
I kick off Season 10 by sharing the plan to write my first book on grief and financial care, how my publishing partner helped shape my voice, and why new tools can ease the hardest weeks after a loss. We invite you to meet our guests, join the launch team, and help us make this guide honest and useful.
My book explores the complex financial and emotional crossroads of grief with clarity, dignity, and compassion.
My hope is that it creates a connection where people feel seen and heard — especially in places where money has been linked to pain, past experiences, and our sense of self-worth. Readers will gain language for what often feels unspoken, practical clarity in the midst of emotional decisions, and reassurance that they are not alone.
I would like to invite you to......
📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands.
As a launch team member, you’ll:
• Get early access and behind-the-scenes insights
• Help spread a message that brings comfort and courage
• Be part of a community that speaks honestly about grief
• Play a meaningful role in helping this book reach the people who need it most
If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me.
If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me.
Comment “LAUNCH” or check the link in the description to join us. 🤍
https://www.lifeaftergriefconsulting.com/launchteam
Support the show
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.
Send us a text
What happens when years of therapeutic writing suddenly resurfaces as the foundation for a transformative book? In this deeply personal episode, Chris reveals his journey into authorship after discovering eight detailed chapters he'd written during trauma therapy years ago—writing he had no memory of creating.
The decision to transform these raw materials into a published book wasn't made lightly. After careful consideration and encouragement from those closest to him, Chris shares his twofold purpose: creating a lasting legacy for his sons while simultaneously helping both grieving clients and the financial advisors who serve them. This book represents the culmination of his life's work—turning personal trauma into what one client recently called his "Superman powers" to quickly understand, empathize with, and guide others through their grief journey.
Chris takes us behind the scenes of his publishing journey, from vetting potential publishers through extensive reference checks to selecting a ghostwriter who will help compile his existing material from 93 podcast episodes and countless client interactions. We hear how a simple interaction with a 10-year-old who recognized him from his podcast reinforced the impact his story already has on others. The episode concludes with news that this is the season finale, with more updates on the book's progress coming when the podcast returns in the fall.
Have you found meaning through your own grief journey? Share your thoughts and follow along as Chris transforms his personal experiences into a resource that will help others navigate life after grief. Subscribe now to be notified when we return with more insights and updates on Chris's book writing process.
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Family secrets can shatter our perception of loved ones and force us to reevaluate our entire history when they come to light after death. We explore the devastating discovery of a father's 40-year affair and second family, revealed on the same day as his passing, just months after losing a mother.
• Discovery of father's 40-year affair and second family on the day of his death
• Being asked to financially support father's mistress and her adult daughter
• Finding and reading hundreds of letters that documented the affair
• Learning why childhood was marked by financial struggle despite appearances
• Understanding how father's deception created lasting wounds for three children
• Process of forgiveness and healing from complicated grief
• How the experience shaped relationship with money and financial planning career
• Reconciling with brother after years of misunderstanding and tension
Stay tuned for part two where we'll explore how this situation impacted my mother and created further dysfunction, followed by a special episode featuring my brother sharing his own experience.
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What happens when grief becomes not just an event but a lifelong journey that shapes your entire mission? Chris opens his heart in this deeply personal episode, revealing the profound losses that have defined his path.
From the moment his mother was diagnosed with breast cancer in 1994 to becoming her caregiver through Alzheimer's, Chris takes listeners through the raw reality of watching both parents decline and ultimately pass away within months of each other. With unflinching honesty, he details the financial burdens he shouldered as a young adult – from managing a $5,000 monthly nursing home bill to making gut-wrenching medical decisions that put him at odds with his surviving parent.
The story grows even more poignant as Chris shares his rock bottom moments after these losses – the anxiety, depression, and turning to alcohol before finding healing through grief counseling, a medical mission to Ghana, and reconnecting with his faith. But perhaps most heart-wrenching is his account of losing one of his twin sons, an experience that finally taught him the true meaning of "life after grief" as his surviving twin and later-born son became living embodiments of finding purpose through pain.
This episode illuminates why Chris is uniquely qualified to help others navigate both the emotional and financial complexities of grief. His journey from repeated trauma to becoming a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Transitionist® demonstrates how personal suffering can transform into professional purpose. Whether you're currently walking through grief or supporting someone who is, Chris's story offers both validation and hope that there is indeed life waiting on the other side of profound loss.
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What happens when financial planning unexpectedly transforms into caregiving? This deeply personal episode explores the real-life experience of navigating the sandwich generation from a financial advisor's perspective.
When my 20-year client—a man my father's age—was involved in a serious car accident, our carefully established estate planning documents became the foundation for maintaining his dignity and autonomy during a vulnerable time. The foresight to complete these legal frameworks just months before proved invaluable, allowing me to help him financially while respecting professional boundaries.
The accident's aftermath created a delicate balancing act: respecting my client's wishes to remain in his home, collaborating with his attorney and neighbor to ensure proper care, and expanding my role to include regular home visits for bill payments and financial management. Throughout this process, I discovered the importance of maintaining clear boundaries while still providing compassionate support beyond traditional financial services.
This experience highlights the profound importance of proactive planning for cognitive decline or physical incapacity, especially for aging clients without family support systems. It also demonstrates how comprehensive financial planning extends far beyond investment management into deeply human territory—territory that requires both professional expertise and emotional intelligence.
For advisors navigating similar situations, remember that self-care isn't optional; it's essential for providing sustained support to clients in need. And for clients, this story underscores why establishing clear legal frameworks before crises occur can preserve your autonomy when unexpected challenges arise.
Have you prepared your estate planning documents? Or if you're an advisor, are you prepared to support clients through life transitions that extend beyond financial decisions? Connect with us to learn more about navigating these complex situations with dignity and expertise.
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Ever received a legal threat and felt that knot in your stomach? Mediation might be the solution you never knew you needed.
Drawing from three distinct experiences with legal mediation over two decades, I pull back the curtain on what really happens when legal disputes arise and how the financial implications affect everyone involved. What started with a dishonest contractor who pocketed $2,000 without completing any work evolved into knowledge that has served me—and my clients—in unexpected ways throughout my career as a financial advisor.
The reality is that most people don't understand the actual costs and processes involved when someone threatens legal action. In Orange County, Florida, disputes under $8,000 automatically go to small claims court, often making the attorney fees more expensive than the disputed amount itself. This single piece of information has helped diffuse legal threats before they escalate.
My journey through mediation has taught me that preparation is everything. The stark contrast between walking into mediation with thorough documentation versus facing an unprepared opponent has consistently determined outcomes. When I was unexpectedly served papers regarding one of my clients, the meticulous records I maintained as their Certified Financial Planner immediately tilted the scales in our favor.
Mediation isn't just about money—sometimes the peace of mind that comes from resolution is worth every penny spent on the process. For those facing potential disputes, resources like Mediate.com and AAAMediation.org provide valuable information to help you navigate this often-misunderstood alternative to litigation.
Have you considered how documentation might protect you in a dispute? Are you prepared if someone threatens legal action? Take the first step by understanding your rights and the real costs involved before making decisions that could impact your financial future.
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When my 15-year-old godson Luka started peppering me with financial questions at a family gathering, I knew we had the makings of something special. What followed was an authentic, unfiltered conversation that captures the financial curiosity of today's teens and provides straightforward guidance that listeners of any age can apply to their own financial journeys.
Luka, already thinking beyond his years, arrives with thoughtful questions about building wealth from a young age. We explore the fundamentals of good money habits – from the simple yet powerful act of budgeting to the surprisingly effective "20% rule" for saving. You'll hear how small actions like mental math at fast food restaurants can build financial awareness, and why getting a job as a teenager creates lasting financial discipline.
The conversation takes fascinating turns through investment basics, with clear explanations of the S&P 500, diversification strategies, and the crucial differences between Roth and traditional IRAs. I share personal stories from my own investment journey, including the revelation that "if I started investing at 15, I would have been ahead of where I am now" – a powerful testament to the advantage young investors have through compound interest.
Perhaps most valuable are the reality checks. When Luka asks about real estate investing, I pull back the curtain on my own experiences – from barely breaking even on property flips to dealing with tenant nightmares including a police raid for marijuana distribution. These candid stories illustrate that wealth-building isn't always as simple as internet gurus might suggest.
Whether you're a teenager just beginning to think about money, a parent looking for ways to discuss finances with your children, or someone at any life stage wanting straightforward financial guidance, this conversation offers accessible wisdom without the jargon. Listen in, and take away practical strategies to strengthen your financial foundation today.
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Grief transforms us in ways we never anticipate - sometimes leading us directly into our life's purpose. Lisa McFarland joins Chris to share her extraordinary journey through child loss and how she discovered unexpected meaning on the other side.
After losing her daughter Alexis to a rare genetic bone marrow disease, Lisa took an unusual path: she became a pediatric ICU nurse. This decision marked the beginning of a series of career transitions as she navigated raising her son Zachary, who lives with the same condition that took his sister's life. Through each pivot - from nursing to legal consulting to corporate leadership - Lisa was unconsciously searching for healing.
The conversation delves into what Lisa calls the "grief cloud" - that state where we shut down emotionally to avoid pain. She describes waking consistently at 3AM, finally realizing these moments weren't insomnia but opportunities when her defenses were down enough to hear her true self. These middle-of-the-night revelations eventually led her to make profound life changes, including leaving her marriage and corporate career.
Chris and Lisa explore particularly sensitive territory around medical mistakes and whether to pursue litigation after a loss. Their nuanced discussion offers valuable perspective for anyone facing similar difficult decisions. They share insights about differentiating between happiness (fleeting and situational) versus joy (a deeper, more sustainable state) and how proper self-care creates the foundation for authentic healing.
What makes this episode especially powerful is the connection between two people who've experienced similar profound losses but found different pathways forward. Their conversation demonstrates how sharing our grief stories creates space for others to feel less alone in theirs.
Whether you're navigating personal grief, supporting someone who is, or working professionally with grieving clients, this episode offers both practical wisdom and emotional resonance that will stay with you long after listening.
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Gratitude radiates throughout this season finale as we reflect on the unexpected journey that took a local grief and finances podcast to global impact. What began as a challenging undertaking has evolved into a meaningful platform connecting grieving individuals with resources and community they never knew existed.
The transformative power of mentorship takes center stage as I share the story of my own mentor Joe, who provided crucial guidance as a Black male in the financial industry. His wisdom continues through everyone he touched, including my work with clients in grief. This personal reflection connects beautifully with past guest Mike Jackson's mentorship philosophy, creating ripples that inspired others to become mentors themselves—a perfect example of how doing good returns multifold rewards.
We revisit the remarkable Coach Cindy, whose influence extends far beyond basketball courts. With every senior securing college scholarships and her team maintaining a 4.0 GPA average, Cindy demonstrates how dedicated mentorship shapes futures. Our spotlight helped fund a team trip to Washington DC, combining athletic competition with life-changing experiences.
The partnership with Modern Widows Club founder Carolyn Moore has transformed how I serve both widows and widowers, creating pathways for grief support before financial planning begins. Through one recent example, a military widow found the community guidance she desperately needed during acute grief.
From listeners who discovered they weren't alone to advisors enhancing their grief support skills, the podcast has created connections I never imagined possible. Thank you from the bottom of my heart for supporting this journey.
Please note that this is a brief from a prior season and this is not the last podcast of the season.
Pass this episode on to friends, family, or colleagues who might benefit, and please support the show so we can continue making a difference. What mentor has shaped your journey, and how are you paying it forward?
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I was super excited for an inspiring chat with PreMed Student, Sophia Donovan. Sophia also happens to be my Goddaughter.
We talk about things like....
What makes sense financially...traveling abroad or staying stateside for an internship or residency?
What makes sense financially....attending an expensive top tier med school or a modest well established med school?
We also talk about finances applicable to any college student...budgets, how much to spend on what and how to save.
As Sophia aspires to attend med school, I am including her email address to help with any access she so deserves. sophia.l.donovan@gmail.com
Sophia, thank you for always inspiring me to be the best version of myself.
medschool #premed #personalfinance #financialLiteracy #money #finance #financialplanning
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Ever wondered what separates those who merely survive trauma from those who transform it into a force for change? Carolyn Moore, founder of Modern Widows Club, returns to the podcast to introduce us to the concept of the "super survivor" – individuals who don't just overcome personal tragedy but return to create support systems for others walking similar paths.
Drawing from the groundbreaking research of Dr. Stephen Southwick (whose book "Resilience: The Science of Mastering Life's Greatest Challenges" enters its third edition this September), Carolyn shares her personal journey from struggling widow to recognized change agent. The transformation wasn't immediate or easy. Initially motivated simply by providing basic needs for her young daughters, Carolyn gradually discovered the profound impact widowhood had on every aspect of her life – physically, emotionally, financially, and spiritually. Her turning point came during an appearance on Oprah, when she was described as "a hero who didn't know it," prompting her to ask: what if I became the hero of my own story?
What makes Carolyn's work through Modern Widows Club so powerful is how it addresses the exact components of resilience she once lacked – role models who had navigated similar losses and spaces where widows can both give and receive support. The four-stage journey she describes (choosing life, reaching out, getting moving, and giving back) serves as a roadmap for anyone navigating grief. Her latest project, "Legendary Widows: Stories of Legacy," highlights twelve extraordinary women including Coretta Scott King and Eleanor Roosevelt, showcasing their remarkable accomplishments after losing their spouses – contributions that often go unrecognized in historical narratives.
Whether you're personally navigating loss or supporting someone who is, this conversation offers profound insights into how trauma can become a catalyst for positive change. As Carolyn reminds us, "A formidable woman is a terrible thing to waste," and recognizing someone as a super survivor might be the most powerful gift you can give them. The journey from surviving to thriving begins with understanding that resilience isn't just about enduring – it's about taking responsibility for writing the next chapter of your story.
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What happens when two financial planners who've experienced profound personal loss meet? They forge a friendship that transforms both their personal healing journeys and professional approaches to helping others through grief.
In this vulnerable and insightful conversation, host Chris Dale welcomes fellow financial planner Daniel Kopp, MA, MS, CFP®,MQFP® to share his remarkable journey from Air Force officer to specialist financial planner for widows and widowers. After becoming the primary caregiver for his first wife Sarah during her illness and eventual passing, Daniel navigated his own grief journey while completely rethinking his career path.
Daniel reveals how his experiences shaped his unique perspective on financial planning, particularly around risk management and healthcare costs. "Having gone through this personal experience and seeing what it would look like when I had to step away...what if I hadn't had the capacity financially? That could have been ruinous," Daniel explains, highlighting how personal tragedy fundamentally altered his professional outlook.
The conversation takes a fascinating turn as Daniel discusses his current work combining financial planning with financial therapy techniques. He's developing specialized interventions for grieving individuals who suddenly become their household's financial decision-maker while struggling with emotions like money avoidance. This innovative approach addresses both the practical financial challenges and the emotional barriers that can prevent effective financial management during grief.
Perhaps most powerful is the friendship that has developed between these two advisors who found each other through shared experience. They serve as accountability partners, offering candid feedback as they navigate both personal healing and professional growth. Their relationship demonstrates how grief, while isolating in many ways, can forge meaningful connections that enhance both life and work.
If you're navigating grief yourself or supporting someone who is, this conversation offers valuable insights into building resilience, finding purpose after loss, and creating the foundations that help weather life's most challenging storms. Connect with Daniel at wisestewardshipfp.com to learn more about his work with widows and widowers.
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What does the path from financial despair to freedom actually look like? In this deeply personal conversation, Certified Master Financial Coach Elizabeth Ramos reveals her remarkable journey from accumulating $300,000 in debt as a single mother to completely eliminating it—and now helping others do the same.
Despite being naturally gifted with money management from childhood (creating budgets at age eight!), Elizabeth found herself spiraling into massive debt after her divorce when trying to build a new life for her son. The emotional weight of this financial burden created feelings of shame, regret, and isolation that many listeners will recognize from their own experiences. "I was consumed with just regret, just loneliness, just shame," Elizabeth shares, describing the dark place where financial struggles led her.
The conversation explores not just the practical aspects of financial recovery but delves deeply into the emotional toll that money problems take on relationships, mental health, and self-image. Elizabeth articulates how financial stress creates relationship strain, parenting challenges, and even health problems—a cascade of consequences that extend far beyond bank statements and credit scores.
What sets this episode apart is Elizabeth's straightforward explanation of her three-step coaching process that helped her climb out of debt and now guides her clients: understanding money habits and personal history, establishing accountability, and creating concrete action plans. She emphasizes that financial recovery isn't just about spreadsheets—it's about restoring hope and envisioning a different future.
Whether you're facing overwhelming student loans, recovering from gambling debt, dealing with pandemic-related financial setbacks, or simply want to optimize your savings, Elizabeth's message offers both practical guidance and emotional reassurance. Her approach bridges the gap between crisis management and wealth-building, preparing clients for the next stage of their financial journey.
Ready to transform your relationship with money? Visit ElizabethRamos.coach to learn how financial coaching might be your first step toward true financial freedom.
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A child drowns every day in America. The silence that follows devastates families, communities, and changes lives forever. But what if these tragedies could be prevented?
Meet Heidi Burnett, founder of Swim Sprout and a woman on a profound mission to stop drowning before it happens. With drowning being the leading cause of death for children ages 1-4 and claiming 320,000 lives worldwide annually, Heidi's work isn't just teaching swimming—it's literally saving lives.
Heidi shares her remarkable journey from competitive swimmer to senior master instructor who's trained over 30 swimming instructors. Her scientifically-based methodology uses operant conditioning and reinforcement schedules to teach even infants as young as nine months old how to roll onto their backs and float—a skill that can mean the difference between life and death.
"I felt like he saw something in me that I probably hadn't seen in myself yet," Heidi reflects on her business growth, expanding from a solo operation to a team of 15 instructors across multiple states. Her story illuminates how passion combined with mentorship can transform both a business and countless lives.
The conversation takes a powerful turn when host Chris shares personal stories of his own children using their survival swimming skills, including a moment when his son fell into a pool fully clothed and executed his training perfectly. These aren't just swimming lessons—they're insurance against unimaginable grief.
Discover how Heidi's partnership with the Quentin Hunter Love Foundation is bringing swim lessons to underprivileged children and support to families who have experienced loss. Her work reminds us that while we cannot eliminate every danger, we can equip our children with the skills to survive them.
Ready to learn more about drowning prevention or find survival swimming lessons for your child? Visit SwimSprout.com and help ensure water remains a source of joy rather than tragedy for your family.
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Chris pulls back the curtain on his deeply personal grief journey in this powerful inaugural episode that sets the foundation for what listeners can expect from "Real Talk with Life After Grief Chris." With remarkable candor, Chris reveals how his life has been shaped by a series of profound losses—beginning with his mother's devastating cancer diagnosis in 1994, through years as her caregiver during her Alzheimer's battle, to losing both parents within months of each other in 2008.
Through raw storytelling, Chris walks us through the financial complexities that accompanied his grief, including managing nursing home costs of $5,000 monthly as a twenty-something, becoming his mother's power of attorney, and making critical end-of-life decisions. He doesn't shy away from the emotional toll these experiences took, describing his descent to "rock bottom" with anxiety and depression after compounding losses. Yet his journey takes a transformative turn through grief counseling, spiritual connection, and personal growth practices that helped him rebuild.
Perhaps most poignantly, Chris shares his most profound grief experience—losing one of his twin sons at birth in 2012—and how this became his family's first true experience with "life after grief" as they welcomed their surviving son Eli, followed by another son years later. Now a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Transitionist®, Chris combines his personal grief journey with professional expertise to guide others through the financial maze that often accompanies loss. Whether you're navigating grief yourself or an advisor seeking to better serve clients in transition, subscribe to hear Chris's unique perspective on finding meaning, making sound financial decisions, and building a life after devastating loss.
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The unexpected turns our lives take often reveal the true nature of our work and purpose. As we launch Season 8 of Real Talk with Life After Grief, we're taking a reflective journey through our most impactful conversations while sharing how grief work continues to evolve in surprising ways.
This season represents a special dedication to our most popular episodes, reimagined with video elements and deeper insights. What began as a podcast about helping clients navigate financial matters during grief has expanded into something far more profound. From facilitating difficult family conversations to supporting clients through major life transitions beyond finance, the work continues to evolve in ways I never anticipated when starting this journey.
Among our most requested episodes: conversations about losing a spouse with Daniel Kopp, MA, MS, CFP®, MQFP® preventing grief with Heidi Burnett, transforming debt with Elizabeth Ramos, and powerful discussions with organizations like Modern Widows Club. Each episode reflects our commitment to authentic dialogue about grief's complex relationship with finances and well-being. Recently, my role has expanded in surprising ways – helping a longtime client who can no longer drive after a serious accident, and even being subpoenaed in a legal matter affecting a client. These experiences continually reshape my understanding of what it truly means to support someone through grief.
Join us as we revisit these essential conversations with fresh perspective. Whether you're navigating grief yourself or helping others through it, this season offers valuable insights into the emotional and financial dimensions of life's most challenging transitions. Connect with us at LifeAfterGriefFP.com if you're seeking financial guidance during grief, or LifeAfterGriefConsulting.com if you're an advisor looking to better serve clients in mourning.
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Grief doesn't come with a roadmap, but understanding your natural grieving style can help you navigate the journey. In this revealing episode, host Chris Dale breaks down the two primary approaches to grief: analytical and intuitive.
Analytical grievers tend to compartmentalize emotions, focusing on practical tasks while storing feelings away. More common among men, this approach often means going it alone without seeking support. Meanwhile, intuitive grievers process loss through emotional expression, connection with others, and active exploration of their feelings. This style, more typical of women, usually involves seeking counseling, joining support groups, or finding other outlets for emotional processing.
Drawing from personal experience, Chris shares how he embodied both styles at different points after losing his parents and grandmother. When faced with managing his parents' home during the 2008 real estate crash, he had no choice but to store his grief and handle the immediate practical concerns. Only months later did the emotional impact catch up with him. When his grandmother passed away later, he discovered his naturally intuitive grieving style, seeking understanding and connections with others who shared similar experiences.
For financial planners and advisors working with grieving clients, recognizing these different styles is crucial. The most damaging misconception Chris encounters is the belief that clients should "get over" their grief within a specified timeframe. As he powerfully states, "There's no getting over the loss of someone, it's just learning to live life differently." Advisors must adjust their expectations—analytical grievers may move through financial decisions more quickly, while intuitive grievers often need more time and emotional space before tackling practical matters.
Whether you're navigating grief yourself or supporting someone who is, this episode offers valuable insights to understand why we grieve differently and how to honor each person's unique path through loss. Ready to better understand your grief journey? Listen now and discover the knowledge that might just transform your perspective on healing.
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**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**
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Facing Holidays Without Loved Ones
Holidays can stir a mix of joy and melancholy, especially when facing them without loved ones. As shared in the podcast, the first Thanksgiving and Christmas after personal losses were overwhelming. Traditions that once brought comfort felt hollow. Chris recounts the emotional toll and the necessity to find a mental space to recharge.
Planning for holidays in advance, creating actionable plans, and even opting out of festivities if needed, are viable options for those grieving. The essential element is to honor one's own pace and needs without succumbing to societal expectations.
Our new episode is here to provide solace and strategies. #GriefSupport #Holidays
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Ever had your personal data compromised? I did, and it was a lesson I never saw coming. Hear the full story on how I navigated this nightmare.
Understanding the Breach: A Personal Account
In today's digital age, the amount of personal information that's vulnerable to breaches is overwhelming. I recently experienced a security breach that laid bare the fragility of our digital footprints. These individuals, whoever they were, managed to acquire sensitive information about my wife and me. They had everything—our social security numbers, driver's license numbers, addresses, birthdays, and possibly more data we haven't even discovered yet.
Navigating the Unfamiliar Terrain of Identity Recovery
The ordeal of reclaiming our identities was far from a straightforward process. It introduced us to a world we never thought we'd have to navigate. The path to resolution was fraught with frustration and learning. On a personal level, the task became a huge learning curve that required around eight to ten painstaking hours to reach a semblance of normalcy. Despite the time commitment, and the stress, the battle to rectify the situation was one worth fighting.
Lessons Learned and Moving Forward
Going through such an experience leaves you changed. It teaches the importance of vigilance, reinforces the value of trust, and reminds you not to take your personal security for granted. The road to recovery from a security breach isn't just about fixing mistakes—it's about guarding against them happening again. As we move forward, stronger and wiser, we remain committed to protecting our personal information.
#DataBreach #IdentityTheft"
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In today's episode I interview Marinda Freeman. Marinda is an awe-inspiring widow, whom I met by chance while speaking at a conference earlier this year. We talk about her journey through widowhood. Marinda's inspiration has come through a book which she authored called "The Grief Train". She ties in her experiences as a widow to those of many other widows in their plight to a new, normal life. Marinda was truly an inspiration to have on the podcast. I have included her contact information as well as a link to her fabulous book. I have read Marinda's book and truly enjoyed her willingness to open up about what it feels like to go through the arduous journey of becoming a widow.
The Grief Train Book
www.marindafreeman.com
marinda@marindafreeman.com
Cheers and see you on the next episode!
widows #widowhood #financialplanning
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Ultimate Financial Hacks for Young Adults and Families
In this episode of Real Talk with Life After Grief Chris, I share valuable financial hacks suitable for young adults, young parents, and anyone looking to make prudent financial decisions. I provide practical tips on buying and selling vehicles, understanding the car loan process, the importance of good credit when buying a home, leveraging pawn shops for electronics and jewelry, and the benefits of estate sales and grocery shopping strategies. I also explains the impact of these financial strategies on long-term savings and achieving financial stability.
- Discover the secret to avoiding car depreciation and pricey gap insurance with my top financial hacks for buying a vehicle. Check out the new episode now! #SmartBuying #FinancialWisdom
- 🏠 Diving into the world of real estate? Start by understanding how your credit score impacts your mortgage payments. Get all the details in my latest podcast! #RealEstateTips #CreditScoreMatters
- 📱✨ Pawn shops aren't just for treasures! Learn how I snagged great deals on electronics for my kids. Discover more financial tips on the newest episode! #BudgetBuys #PawnShopFinds
- 🛒🍽️ Save on groceries and cut out unnecessary expenses! Listen to my latest episode for insider tips on keeping food costs in check. #GrocerySavings #FrugalLiving
- 🎁💳 Make holiday shopping a breeze with smart credit card rewards! Learn how this financial hack can fill your pockets in the newest episode. #CreditCardHacks #HolidaySavings
- 🏡💡 Turning estate sales into savings! From TVs to tools, learn how to score big on household items in my latest podcast. #EstateSaleSuccess #HomeSavings
- 🚲 Find out how I scored two high-quality bikes for my sons for just $150! Tune in to hear more fantastic financial hacks in the latest episode! #CyclingDeals #ParentingOnABudget
- 🔍 Are you looking to save money and still enjoy the finer things in life? Don't miss my new episode on financial hacks that keep luxury within budget! #AffordableLuxury #MoneySmart
- 🍴👉 Tired of spending too much on eating out? Discover how cooking at home can be a major money saver! Check out the latest episode now! #EatSmart #HomeCookingWins
Cheers and see you on the next episode.
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In this week's episode, I answer financial questions for middle school students.
- "Does everyone need a budget?".... Everyone needs a budget to make sure you have more money coming in versus going out.
- "How do I make money now?".... Odd jobs, tutoring, mowing lawns, dog walking, car washer, yard work, assistant, etc.
- "What leads to making more money later?".... More education--college, trade, certifications, etc.
- "How do you do your taxes?".... Defer to a professional like a CPA or accountant. There is online software, but you have to be aware of the limitations pertaining to your situation.
- "How do I stay out of debt?".... Use a budget.
There are more really good questions on the podcast.
Tips
1. Always pay yourself first
2. Always use a budget
3. Money in should be greater than money out
More tips on the podcast.
Here are some resources I referenced on this episode:
-
7 best budgeting apps for college graduates https://www.walturn.com/insights/7-best-money-management-apps-for-college-students
-
Best Budgets Apps for Teens
https://www.allcards.com/best-money-apps-for-kids-and-teens/
Cheers and see you next week!
kidsandmoney #personalfinance #financialLiteracy #money #finance #financialplanning
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This week's episode is all about teaching kids good money habits. In this episode, I use personal examples of things I have learned and implemented with my own boys to build good money habits. I also explain many ways to teach kids about money.
--- Pay Yourself First
--- Count Your Money
--- Stuff Costs Money
--- Talk About Money
--- Delayed Gratification
--- Giving
--- Commissions vs. Allowances
--- And Many More
Here is a valuable online resource available as a guide----15 Ways to Teach Kids About Money
personalfinance #financialLiteracy #money #finance #financialplanning
See you on the next episode.
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Today I had an awe-inspiring conversation with college student, Adam Delisle. Adam lost his father at the age of sixteen. He also witnessed his mother and family picking up the pieces during his formative years. The financial impact made a lasting impression on Adam.
Adam approached me due to the unique nature of my firm. He is very outgoing and had the courage to reach out and ask questions to push himself forward.
Adam aspires to become a CERTIFIED FINANCIAL PLANNER™ to help fellow grievers, who have had a similar experience to his own. His charisma, drive to succeed and ultimately help others, will no doubt make himself a success. Adam has also done the heavy lifting to successfully place himself on the other side of grief. Kudos to him for getting the mental help he needed to become a better version of himself.
As I like to help those who help themselves, I want to aid Adam in any form or fashion that could place him into a position to help others. He is open to being contacted and would love the opportunity to entertain an opportunity for an internship.
LinkedIn: https://www.linkedin.com/in/adam-delisle/
Email: delislea5@gmail.com
#personalfinance #financialLiteracy #money #finance #financialplanning #collegestudent
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Today's podcast is with SuperStar US Naval Academy Student, Maddox D. Maddox challenges me with real life questions facing college students aspiring to transition to careers after college. He also asks great questions pertaining to any young adult, who has recently transitioned from high school to college.
Maddox's parlay into the the US Naval Academy is no easy feat. The US Naval Academy has an acceptance rate of 8%. Not great odds, but Maddox got in with great grades, great test scores and great parents.
Maddox has big plans for his life. I commend him for his willingness to banter with me about finances at a basic level, which will ultimately lead to his future success.
By the way, Maddox is the older brother of Luka D, whom I had Q & A on last weeks' episode. Maddox is also my nephew and godson.
This was a really fun episode as I learned a lot from Maddox.
personalfinance #financialLiteracy #money #finance #financialplanning
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Today I had the pleasure of interviewing High School Student/Athlete Luka D. Luka is also known as my godson and nephew. Luka came to me about a year ago and asked why I have not interviewed any young folks on the podcast about their questions about finance. Well, I decided to bring his question to life. Luka is wise beyond his years as you will see by his questions and methodical process on the podcast.
I was both happy and inspired to interview him. I probably learned just as much from him as he took away from the interview with me.
Luka, thank you for inspiring me to grow.
personalfinance #financialLiteracy #money #finance #financialplanning
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We are back for another wonderful season of Real Talk with Life After Grief Chris. The opening of Season 7 is all about teenagers and college students asking financial questions. During Season 6, I was probed by some very curious high schoolers and college students to answer financial questions, which are important to up and coming full-fledged adults.
This was really fun for me as it took me back to my high school and college years. Of course, I will also throw in some good information for adults and parents along the way.
Cheers & see you on the next episode!
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In the final episode of Season 6, I bring a life of trauma full circle. I talk about being grateful in spite of all that life has thrown my way. The people in my life have carried me to the promise land of Life After Grief. Honorable mention includes: my wife, my sons, Fr. Leo and my family and friends.
We will return in the fall. Have a great summer!
Cheers and Be Well!!
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In this week's episode, I have someone who knows all of my podcasts very intimately. Meet Caroline Schafer. She is a friend and also happens to be my podcast editor. Caroline is very similar to many of my podcast listeners through our shared experiences.
We share experience with childhood trauma. We also share experiences through the lens of parental caretaker. Her stories really resonate as she exemplifies the shared experience of so many listeners.
Here relatable experiences make her very easy to listen and talk to.
I would also highly recommend Caroline for the great work she does.
Here is how to contact Caroline.
theworldofmotherchristmas.com/
ckschafer99@gmail.com
Cheers!!
See on the next episode.
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In this week's episode I go into detail about Trauma Response. More specifically, the six trauma responses.
I talk about the details of each response and provide personal examples. I was asked to somewhat normalize the explanation, to help others feel at ease when understanding their trauma responses.
I hope you like this week's episode.
See on next week's episode.
Cheers!!!
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In this week's episode, I talk all about Self Care. I have spoken loosely about self care over the last few seasons. I was recently asked, "How Do I Self Care?" I go into detail about the self care wheel I use. I also provide a ton of examples with regard to each part of the self care wheel.
I hope you enjoy this week's episode.
Cheers & see you on the next episode!
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In this week's episode, I share some listener feedback. I was simply wowed at the folks who reached out to me to share their trauma experiences. I was equally amazed how certain therapies, including EMDR really helped them.
Some of the listeners I spoke to talked about the gravity of their trauma such as: abuse, molestation, death, addiction, racial trauma and many other forms of trauma. I took solace in the fact that my experience and willingness to share about my trauma normalized experience for others.
As this is a financial podcast, I would like to bring the aspect of finance full circle. A certification I obtained (Certified Financial Transitionist®-CeFT®) a few years ago has really allowed me to hone my personal and professional experience for that of my clients. In case you are not familiar with CeFT®. A Certified Financial Transitionist® is trained to help clients through major life events and the financial transitions that accompany them. Basically, I am trained to incorporate the emotional side of money with the technical side and guide clients accordingly. Often times emotions conflict with very literal functions of money.
Hope you enjoy the episode.
Cheers and be well!
trauma #traumatherpy #grief
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In today's episode I want to talk about trauma therapy. Specifically, one that I have experienced called EMDR. EMDR is short for Eye Movement Desensitization Reprocessing.
Let me describe EMDR in layman’s terms. Imagine walking past a grassy area and have no emotional response. Imagine, I walk by that same grassy area and my heart begins to race, I get anxious, I start to get very nervous, my mind starts racing and I start sweating. To further extend this example - imagine I was traumatized in a grassy area, assaulted, overt act of racism, accident, act of war, catastrophe, death, etc. Now you can begin to understand why I (anyone) would be triggered by walking by a grassy area.
The effects of trauma evoke an uncontrolled emotional response unless there is a system in which to process those memories safely, with an outside perspective and desensitized.
I am not a therapist and cannot recommend any type of therapy. I can tell you about my experience and how I have been enriched. I can tell you that seeking a professional helps for any traumatic life experience.
Here is the link mentioned in the podcast Cleveland Clinic EMDR
I am an an open book at this juncture and realize that I open the door to talk about the things that may be holding others back from progressing.
I hope you enjoy this episode.
Cheers!!
traumatherapy #EMDR #traumahelp #trauma
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Welcome back to Real Talk with Life After Grief Chris. We have made it to Season 6 with a tremendous amount of support.
This season is all about Trauma.
On the heels of releasing a lot of information at the tail end of Season 5, I thought a natural extension would be a deep dive into trauma.
As trauma can very emotional and triggering, I am going to be very thoughtful as to any potential guests as I do not want to place on unfair burden on their journey.
I will share my own experiences and speak in generalities relating to the experience of others.
My hope is that I lay a path for folks experiencing trauma to get the support they need.
As always, I will relate these experiences back to finance.
I mentioned the American Psychological Association in the podcast as a reference to exploring and understanding trauma. https://www.apa.org/topics/trauma
Here is a direct quoted explaining trauma in detail.
"Trauma is an emotional response to a terrible event like an accident, rape, or natural disaster. Immediately after the event, shock and denial are typical. Longer term reactions include unpredictable emotions, flashbacks, strained relationships, and even physical symptoms like headaches or nausea.
While these feelings are normal, some people have difficulty moving on with their lives. Psychologists can help them find constructive ways of managing their emotions."
This quote sums up my personal experience with trauma. I also find this to be a relatable explanation for many others.
See you on the next episode.
Cheers and be well.
traumarecovery #traumahealing #SuperSurvivor #childabuse #therapy #healingjourney #healingtrauma #FinancialPlanning #FinancialAdvisor
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Welcome back to Real Talk with Life After Grief Chris episode 2. In this episode, I go into further detail about trauma. Listen in as I provide a personal example as well as the emotional and physical effects.
Trauma is not something we create, but something from which we recover.
I also provide a link, which details the dramatic effects on both the mind and body. themind.org.uk
See you on the next episode.
Cheers and be well.
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Greetings and welcome to Episode 3. In this week's episode, I use a personal example of a traumatic event to demonstrate its emotional effects.
I share the many emotional and physical effects of trauma.
I share what trauma looks and feels like.
My hope is to normalize trauma and shed light on the subject.
I hope you like this week's episode.
Cheers and see you next week.
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Greetings and welcome to episode 4 of Season 6-Racism and Discrimination
I decided to reboot a previous episode on the subject. As I have gotten older, and maybe wiser, I understand the traumatic effects of dealing with years of unsolicited biases due to the color of my skin.
In this episode, I describe some horrible experiences I have had with racism and discrimination. These experiences have been both emotional and physically exhausting. The trauma is constant as situations continue to manifest themselves. I also realize my emotions heighten now that my sons have experienced some of the same slights I have faced.
I am gracious to have the right support systems in place to help me through many of these experiences.
As this is a podcast with a foundation of finance, I will also talk about the financial impacts of racism and discrimination.
As an ironic twist of fate, I have been recognized and requested as a speaker on the subject of racism and discrimination.
"There's a crack in everything, that's how the light gets in." ----Leonard Cohen
Cheers and Be Well!!!!
See you on the next episode.
Please feel free to send me ideas on what you would like to listen to in terms of grief.
Thanks for listening and see you on the next episode.
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Depression is a subject not often talked about by men. In this episode, I will talk about my experience with depression. I also talk about how I identified periods in my life where I experienced depression. With a ton of support and resources at my fingertips, I have a steady flow of positivity that helps me deal with extreme hardship and trauma. You will hear ongoing habits that I have instilled to help me avoid emotional pitfalls that can lead to depression.
Here are a few of the resources I mentioned on the show:
National Institute of Mental Health -- https://www.nimh.nih.gov/
Self Care Wheel -- https://olgaphoenix.com/self-care-wheel/
I hope you like this episode. Please feel free to pass this, and any previous episode, on to your friends and family members.
Cheers and be well!
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Allow me to Re-Introduce myself.....
I have been leading up to some very traumatic stuff that has happened in life. I thought that I should lead up to the next podcast (where I fully disclose) with my initial introduction before I could no longer hide what transpired.
Below is what I used to introduce myself on my inaugural podcast.
I am both a financial planner to clients and consultant to other financial planners. I help clients and advisors navigate grief by providing deep insight into what grief is and how to navigate financial matters after the death of a loved one.
In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.
I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTIFIED FINANCIAL PLANNER™ to better help families in need. Shortly after starting my own financial planning firm, Life After Grief Financial Planning® I was compelled to start Life After Grief Consulting®. Through my consulting practice I teach advisors how to navigate client grief to help them move through financial and emotional grief without damaging their professional relationships. In 2021, I became a Certified Financial Transitionist® to complete my personal and professional experience with formal education and scientific theory.
My personal experiences and knowledge of grief and loss of loved ones helps me to understand and assist families enduring similar situations. I’ve helped over 400 families navigate many financial issues and life circumstances such as grieving loss of loved ones.
If you are griever or anyone at all looking for help with your personal situation go to lifeaftergrieffp.com.
If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.
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Support the showDid 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.
Today I had the extreme pleasure of interviewing and learning from Megan Kopka, CFP®, CRPC®. Megan is wonderful financial planner with a ton of experience in both life and career.
Megan is also widow who had the daunting experience of being a caregiver for her husband, while raising two children. Her ability to not only make it through the experience, but to help others in their journey is truly remarkable. I am honored to learn from her.
Megan mentions a wonderful organization on the program, Inheritance of Hope Inheritance of hope seeks to bring a community of support to families facing ALS, cancer, or other life-threatening illness of a parent who would normally feel alone in their journey. This organization was instrumental in helping Megan and her family through their journey.
Through our conversation you will understand why Megan is a Super Survivor as she used her experience with tragedy to help others.
Megan can be reached through her website Kopkafinancial.com.
If you like this podcast, please feel free to pass this on to your friends, family members or colleagues.
Cheers!
See you on the next episode.
Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!
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In today's episode I talk about grief reminders. I wan to be clear that grief reminders are different than grief triggers.
I explore the technical definition by the Mayo Clinic.
I also use a personal example of a grief reminder that I recently experienced.
I also mention free resources for Grief Trigger support.
If you like this episode, please free to pass this along to any friends, family members or colleagues.
Cheers!
See you on the next episode.
Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!
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Super Survivors Volunteer! Super Survivors Volunteer!! Super Survivors Volunteer!!! I have spoken in previous podcasts about the power of volunteering. In this podcast I talk about 10 definitive benefits of volunteering. Furthermore, Super Survivors embrace volunteering in the format of striving to help others.
Here are the 10 benefits mentioned above:
1. Provides you with a sense of purposeYou may be able to find your purpose through volunteering and becoming part of something greater than yourself. For instance, if you’re retired, unexpectedly unemployed or have lost a loved one, helping others can give your life new meaning and keep you mentally stimulated.
2. Provides a sense of community
Volunteering can help you feel connected to those you are helping in the community.
3. Helps you meet new friendsVolunteering is a great way to meet new friends as well as strengthen existing connections with friends, family or coworkers.
4. Increases your social skills
Volunteering gives you a chance to talk to new people and sharpen your social skills.
5. Improves self-esteem
Volunteering may boost your self-esteem and self-confidence.
6. Teaches you valuable skills
The training and hands-on experience you gain while volunteering can help you learn new skills as well as build upon ones you already have.
7. Provides job prospects
Along with acquiring valuable skills and experience, you may also meet people while volunteering who can become your mentors or at least a part of your professional social network.
8. Brings fun into your life
Many people use volunteering as a way to pursue their hobbies while making a difference.
9. Can help you be happier
It often feels good to contribute to projects and organizations that mean something to you. These good feelings can help lessen the effects of stress, anger or anxiety in your life.
10. Gets you out of your comfort zone
Through volunteer work, you may overcome the personal challenges of leaving your comfort zone and doing something new with people you may not know. You may be faced with various problems to solve as a volunteer that require you to exercise critical thinking skills that aid your own personal development.
I found the information on the aforementioned steps above from the indeed.com website. For more information, please see the link below.
https://www.indeed.com/career-advice/career-development/what
If you like this podcast, please feel free to pass this on to your friends, family members or colleagues.
Cheers!
See you on the next episode.
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In this episode we explore Brain Fog. Simply stated, Brain Fog is the brain's way of protecting itself.
Brain Fog clouds memory function during times of grief, trauma or extreme stress. Specifically, concentration and mental acuity are affected.
I noted having a hard time juggling normal tasks without feeling overwhelmed. I also seemed to forget things with regularity until the brain fog passed.
In my travels and seeking guidance from professionals, I have come across a very good tool which helped me navigate through the brain fog much quicker. The tool is called the Self Care Wheel. During times of grief and trauma many people forget or lose sight of the things that keep them fully functional like sleep, exercise, going to church, hanging out with friends/family, meditation, etc. The Self Care Wheel is a simple reminder of things that keep you grounded and functioning normally. I have also found refocusing with the Self Care Wheel reduces the effects of memory fog. Here is the link https://olgaphoenix.com/self-care-wheel/
As indicated on the show, here is a link that explains all about brain fog.....https://balancedwheel.co.uk/can-grief-cause-brain-fog/
Cheers and see you on the next episode.
brainfog, #finanicialplanning, #selfcare, #emotionalintelligence
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As we begin Season 5 with a bang, I have encountered so many strong, enduring and growth minded folks. In this episode, I speak about Resilience. The power of resilience can be inherited and/or acquired. In my case, I gained resilience through a combination of both. Throughout this season, you will hear me bring up the concept of Super Survivor. I was fortunate to be introduced both the idea and some pretty dynamic Super Survivors. Some of the Super Survivor we meet have fought through financial despair to finding joy in life again.
In my research, I learned that I am also a Super Survivor.
For this episode, I have decided to lay the groundwork for Resiliency first.
- Focus on the Positive
- Cultivate Positive Thoughts
- Interpret Events Positively
- Behave Positively
Here is one last tip on the power of resiliency. It takes practice. Here is a resourceful website on building your resiliency.
Thank you for listening and supporting the show.
Cheers!
resilience, #SuperSurvivor, #financialplanning
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In the final episode of Season 4, I would like to extend my complete gratitude to all guests, listeners and supporters of the podcast. In my wildest dreams, I would never have imagined that my experience, let alone my podcast would be able to touch so many folks.
I have been told over and over that my podcast has given life, eased the burden, provided perspective and renewed faith in the lives of so many.
In this episode, I highlight some of the most popular guests from my four seasons. I also liken my guest conversations to some of my own life experiences. I have been truly blessed with having positive and supportive people around me.
Thank you, Carolyn Moore (Modern Widows Club), Coach Cindy Richardson (Colonial High School) and Mike Jackson (LPT Realty) for being some of my most popular guests from the past seasons. I would also like to thank the powerful ladies who have pushed me to stretch outside of my comfort zone.
Thank you for listening and supporting the show.
Please note that this will be the last episode for Season 4 and we will return during the summer of 2023.
Thanks for listening.
Cheers!
gratitude, #financialplanning
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In today's episode, I have an awe inspiring guest. Please meet Kathi Balasek, MA. Kathi is an educator, grief literacy communication coach, corporate consultant, university lecturer, speaker, podcast host, and widow advocate. She teaches professionals how to improve their grief literacy communication skills to best serve bereaved clients.
I asked Kathi to be on the podcast, not for her accolades, but for the compassion she brings to others during a major transition of widowhood. Kathi truly has a gift that she has decided to bestow on others. I was very fortunate to have met Kathi as she is very sought after and recognizable for the work she does.
During the show, I was voraciously taking notes on the wisdom she bestowed on me.
Kathi noted three very important take aways which helped her grief journey as a widow beginning 15 years ago:
- Begin grief counseling first --put your money here as it will be used to help you process your grief. Note there are plenty of free grief counseling resources.
- Work on yourself--emotionally, spiritually and physically---create a nurture rich environment through positive people in your life. You have to put the work in to progress through your grief.
- Ask for help--surround yourself with great professionals through recommendations from friends and family members who care and love you.
Kathi's resilience as well as her humility is palatable. I was very inspired after interviewing Kathi.
Please note that Kathi can be reached via her website https://www.kathibalasek.com/, on LinkedIn, Twitter, Instagram and YouTube
https://www.kathibalasek.com/
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In this week's episode I talk about my experience with Meningitis and the financial impact to my family.
I was in the hospital for 7 days as a child and the financial impact on my family was real. My mother was always a saver and put funds away for rainy days.
Saving #financialawareness #emergencyfunds
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In today's episode, I am reaching across the globe. I am excited to interview a like minded financial professional all the way from South Africa. Please meet Louis Van Der Merwe.
Louis a fellow Certified Financial Transitionist® and CERTIFIED FINANCIAL PLANNER®, Podcaster, Financial Planner, husband and father.
Louis is unique in his practice as he specializes in working with clients who lost parents through death or divorce. Louis is a family man—happily married and has a young daughter---He also loves the outside.
Louis is a breath of fresh air as I have come to realize that there also financial planners around the globe who also focus on the emotional aspect of finance. Louis is great at what he does and does great work for so many folks in need.
For more about Louis and the great work he does, please follow him here---www.louiscfp.com
Please feel free to pass this podcast on to any friends, family members or colleagues.
Please also feel free to subscribe on Apple Podcasts, Google Podcasts or wherever you listen to podcasts.
#surroundingyourselfwithgoodpeople #mentoring #mentorship #positivity
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In this week's episode, I am delighted to meet and introduce a marvelous lady with a ton of wisdom, perspective and life experience. Please meet Liz Snyder, CFP®. Liz is a former therapist, turned financial planner. I love her gentle disposition and the way she helps clients, unlike any other financial planner I have met.
Liz really dives deep with her clients, understanding how their emotions impact financial decisions. She goes well beyond simple financial matters.
Liz also made reference to a terrific organization that helps children who have lost a parent https://www.our-treehouse.org/
You can find more about Liz and her firm at https://www.trailfp.com/
Did you know you can Help Us Continue Making Awesome Content for Listeners Affected by Grief!
Thanks for listening!
Please feel free to pass this podcast on to friends, family members or colleagues.
Please also feel free to subscribe on Apple Podcasts, Google Podcasts or wherever you listen to podcasts.
#surroundingyourselfwithgoodpeople #mentoring #mentorship #positivity
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In today's episode, I have the distinct pleasure of introducing Carolyn Moor. Carolyn needs no introduction as she is very well known, even before this podcast. She is the founder and director of the Modern Widow's Club.
Carolyn's organization grew out of 11 years of widowhood and figuring out resources on her own. Since 2011 her organization is known worldwide and helps widows immensely. Her website is https://modernwidowsclub.org/. Her organization helps to transform grief after loss into a positive, purposeful future while embracing your (widow's) own strength and courage. Basically, widows are helping and mentoring widows. Carolyn is a very accomplished and a sought after writer, speaker, woman of the year and the list goes on. More importantly, she is a mother who raised two daughters on her own after the death of her husband in 2000.
I wanted to highlight her organization, because of not only Carolyn's passion, but the tremendous good it brings to widows around the world.
Her organization has too many resources to list, but here are a few:
Modern Widows Club https://modernwidowsclub.org
Widow Empowerment School of Thought- courses/ webinars/ videos https://courses.modernwidowsclub.org
MWC Events https://modernwidowsclub.org/hope/events
MWC Community https://modernwidowsclub.org/communities
MWC Activities and Clubs https://modernwidowsclub.org/grow-resources
MWC Shop & HOPE Gift Box for Widows https://modernwidowsclub.org/shop
Email: support@modernwidowsclub.org
Call: 844-4- A WIDOW
Ross Marino Event in San Antonio - SHIFT Human First Financial Guidance Conference https://humanfirst.live
I was very lucky to be introduced to Carolyn. I strongly support and recommend her organization.
I hope you enjoy the amazing conversation we had.
Thanks for listening!
Please feel free to pass this podcast on to friends, family members or colleagues.
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modernwidowsclub #surroundingyourselfwithgoodpeople #mentoring #mentorship #positivity
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You heard that right!!! Hamsters and Grief. In this episode I speak about the opportunity cost of having a hamster in terms of children bearing the responsibility of caring for a living creature.
The opportunity cost for my son to learn responsibility the hard way after losing Otis, the hamster, twice was roughly $1000. The experience was priceless. Luckily for us, Otis has 9 lives.
The USDA estimates the true cost of raising a child in 2022 is between $15,438 and $17,345. That amount equates to a few great family vacations. In terms of Otis, he blew through the USDA estimates as he was lost two times. However, the money spent was well worth the life lessons my son learned.
Thanks for listening!
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surroundingyourselfwithgoodpeople #mentoring #mentorship #positivity #missiondriven
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I have the pleasure of introducing Season 4 with a rockstar. Please meet Brian Thompson of Brian Thompson Financial (BTF). He is a CERTIFIED FINANCIAL PLANNER™ and tax attorney. Brian runs a truly unique firm. I will get to that in a bit.
Brian and I have both struggled as African American Brothers in the financial industry. We have both persevered and achieved happiness in our own lives, which has translated to success for the clients we serve.
Brian and I dig deep into our personal struggles and how it has affected us equally as well as differently while growing our financial practices. We also demonstrate a brotherhood that holds each other accountable. On a side note, our struggles have brought on a financial acuity that cannot be learned in any one book.
Now more about Brian and his awesome firm....
BTF focuses on helping a new generation of LGBTQ+, mission-driven entrepreneurs live fulfilling lives both professionally and personally. He and his firm do this by abiding by four core business values:
During this episode we go through Brian's core values, which truly embody the business he runs, life decisions, happiness and the lessons he has learned along the way.
- Lead by example: We take care of ourselves physically, mentally, and spiritually to be the best we can in serving our clients and show them by example what living a fulfilling life looks like.
- Choose Courage: We embrace our uniqueness and dare to be who we are in the face of uncertainty, discomfort, risk, and emotional exposure. Belonging in this firm doesn’t require you to change who you are but to be who you are.
- Listen Deeply & Speak with Care: We come to each conversation with an open mind rather than the “right answer.” We tell the whole truth to ourselves, our clients, and each other.
- Appreciate all that we have: Rather than focus on extraordinary moments, we appreciate the everyday joy of showing up for our clients and helping make their lives better.
We can all learn by Brian's core values.
Thanks for listening!
surroundingyourselfwithgoodpeople #mentoring #mentorship #positivity #missiondriven
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In week's episode, I have a special guest who has come from some very humble beginnings. Meet Elizabeth Ramos, MBA. Liz also holds a Master of Science in Management and Leadership. Liz is also a Certified Master Financial Coach. On today's episode Liz talks about her own struggles as a single mother amassing huge amounts of debt in order to support her and her son. Her story is both unique and inspirational as she describes the emotional rollercoaster debt has brought her. She has made the transition to the other side of massive debt in which she lives a much more peaceful life. Liz's relatable story is a gift that helps her help many folks in similar situations. Liz also has a gift of tranquility when helping people through their emotional struggles with debt.
For more information, please check out Liz's website https://elizabethramos.coach.
If you like this episode, please feel free to subscribe on Apple Podcasts, Spotify or where you listen to podcasts.
Please feel free to pass this podcast on to any friends, family members or colleagues.
debt #getoutofdebt #survivingdebt #financialhelp
In this week's episode, I talk about a chance encounter in which I was asked to mentor a young boy some 20 plus years ago. This chance encounter forged into a brotherhood. The brotherhood turned into a situation where the young boy turned into a man and would pave the way for his brothers, creating better life circumstances. I am talking about my younger brother, from another mother, Ronald Street.
I was ignorant that I was always being watched as a young man. The faith and values my parents instilled in me were noticed by a college professor. My college professor asked me to mentor a young man without a constant father figure in his life. I had no idea that this chance encounter would allow me to shape a young man to do better for his family.
I was equally as fortunate as Ron because his mother trusted me with her special gift to give and expose him to a new world beyond the confines of a small town. My time with Ron helped me grow and mature as a young man as I constantly knew I was his role model.
Sadly, Ron passed away at the tender age of 31. I have felt a lot of grief in my life, but this was different. I felt an emptiness because I spent so much time and energy helping Ron think beyond his current situation and bettering himself. I did take solace in the fact that Ron did pave the way for his brothers.
Ron possessed a desire to mature and pay life blessings forward. He also demonstrated financial literacy and knowledge of ways to improve his individual life circumstance as a result of our short life together. I am forever grateful to his mother for allowing us to spend unabated time together as well as her complete trust.
If you like this episode, please feel free to subscribe on Apple Podcasts, Spotify or where you listen to podcasts.
Please feel free to pass this podcast on to any friends, family members or colleagues.
brotherhood #rolemodel #lifeisshort #fortunate
In this week's episode I get to showoff an online education program I built several years ago, "The Advisor's Guide to Grieving Clients." I built this program as a self-paced tool for advisors and non-financial types. The idea was born and came to fruition as advisors continuously sought me out for my expertise in working with grieving clients. Grieving clients also encouraged me to teach their advisors how to work with them comfortably.
I had close friends who gave me a hard time for years after I graduated because I never formally used my elementary education degree. Well, now I can say I have used my degree to the fullest extent.
With a lot of help, time and energy, I designed a program in which I am really proud. The program has 10 lessons, stemming from understanding anyone's grieving style, grief triggers, how to speak to someone in grief, stages of grief, support services, family dynamics, timelines and many more tools and tips. Furthermore, the program is approved for continuing education credit for anyone who is a CERTIFIED FINANCIAL PLANNER™ .
I have also opened up a Facebook Group for anyone who has taken the course in order to create a tight-knit community of folks who want to help others in grief.
Here is a link to the course--Advisor's Guide To Grieving Clients | Life After Grief Consulting
Please feel free to pass this podcast on to any friends, family members or colleagues.
Don't forget to subscribe on Apple Podcasts, Spotify or wherever you listen to podcasts.
I have the distinct honor of interviewing Hall of Fame Coach Cindy Richardson on the podcast today. Cindy comes with over twenty years of coaching experience. She is the head coach at Colonial High School in Orlando, Florida.
Outside of being a wife, mother and basketball coach she empowers young women. Through the podcast, you will see Cindy's unwavering commitment to giving young women the tools they need to succeed in life. On occasion, Cindy has acted as a formal guardian to her girls who have no other options. Through Cindy's mentorship and guidance, her girls have the highest grades in county, go to college and have the financial tools they need to be self sufficient. This is especially relevant as Colonial is a lower socioeconomic school. Her girls also have the ability to change the trajectory of their lives and generations to come.
I am honored to call Coach Richardson my friend. As I like to support those doing so well for others, I would like to also support Coach Richardson's program. In the fall, Cindy has the opportunity to take her girls on a once in a lifetime trip to Washington D.C. to explore the capital and play basketball. Some of her girls have never been outside of the state of Florida. I am leaving a link to donate to her program for the benefit of her high school girls. https://grenadierathletics.com/program/198120/girls-basketball/activate-donations. #empoweringwomen #empoweringyounggirls
On today's episode, I interview a truly driven and philanthropic family man. Please meet Mike Jackson. I met Mike over a decade ago through our mutual love of competing on the basketball court. In our interview, you will hear his perspective of making significant sacrifices for family. We also explore how our complicated (and grief driven) paths as black men has shaped and narrowed our focus as God-fearing fathers. Mike is a dynamic man who chose to leave corporate America to become a successful real estate entrepreneur. Mike's decision came as a response to missing valuable family time. He is a terrific person who has dedicated his life to paying it forward by consistently seeking out mentorship to make others better.
I also share a special story about a member of the Orlando Magic organization who blessed me with guidance and mentorship during the early phases of my grief journey.
Mike can be found at online at Mikepjackson.com. He can be found on YouTube at Mike Sells Orlando.
If you are a client and need of assistance --- Lifeaftergrieffp.com
If you are an advisor and seek assistance with your clients --- Lifeaftergriefconsulting.com
I would love to know how you feel about this and any other episode. Would you mind leaving me a review on Apple Podcasts or Spodify?
Please note that his wraps up Season 2. Season 3 will start again on July 13, 2022. Thanks for listening!
Did you know that volunteering is one of the most exhilarating ways to accelerate your progression through grief?
In this week's episode I talk about "Giving Back" as a source of healing for someone in grief. It sounds like an oxymoron to even think about helping someone else while you deal with your own grief. Studies have shown that there are definitive health benefits to giving back. Volunteering is good for the mind and body. Giving back through volunteering is a meaningful way to honor a loved one. Volunteering is a way to take your mind off your own grief.
I also list some examples of the volunteering I have participated in to gain the health benefits while in grief. Finally, I provide some ways to access volunteering resources to help those processing their own grief.
In this week's episode I talk about Hospice. I talk about the origins and the tremendous benefit enacted by Congress in the 1980s. Many folks are unaware that Hospice organizations offer bereavement services at no cost, even to those who have not utilized Hospice in the formal sense. Hospice specializes in the care of the dying as well as their families. Hospice is not looking to cure a terminal illness, but to make everyone more comfortable during the process.
Hospice is available 24 hours a day/7 days a week. Each family also gets the benefit of a team of specialists who provide the best possible care.
I also talk about the numerous ways volunteers aid the professional hospice team comprised of medical professionals. The Hospice team is tremendous and more information can be found at Hospice.org. I can't say enough good things about Hospice. I have lived both sides of Hospice. My mother utilized the services of hospice as she was dying and I now give back to the organization through volunteering.
In this week's episode I am going to discuss "Setting Healthy Boundaries", both as someone in grief and an advisor helping a client in grief. I am going to draw on my formal training and education as a hospice volunteer with regard to the area of setting therapeutic boundaries. I am also going to draw on a few personal examples of how I realized my boundaries were becoming violated and how I reacted in the spirit of self preservation.
As an individual in grief you many not be as astute as you once were because you are dealing with a traumatic life-altering transition. Through my use of examples and information, my hope is that you have a baseline of setting healthy therapeutic boundaries.
I am also going to leave you with concrete strategies going forward for "Setting Healthy Boundaries."
I will provide examples of violating our personal space.
I will provide examples of how an advisor may unknowingly blur the lines of healthy boundaries.
I will provide examples of consequences of poor boundaries.
Finally, I will leave you with strategies for maintaining healthy therapeutic boundaries.
Thank you for listening. Thank you to the kind listeners who asked for this very episode titled "Setting Healthy Boundaries."
I would love to hear more feedback and suggestions for future episodes. I would also love to interview more guests.
I would love to know how you feel about this and any other episode. Would you mind leaving me a review on Apple Podcasts or Spodify.
If you are a client and need assistance --- LIfeaftergrieffp.com
If you are an advisor and assistance with your clients --- Lifeaftergriefconsulting.com
In this week's episode, I decided to talk about terminal illnesses, including cancer, as it relates to parents delivering the daunting news to children. I use my own personal example of when my folks delivered the news of my mother's cancer diagnosis. I present this information to you from that of a high school senior's perspective. In my research I have discovered that the tools and tips I have garnered apply to just about any aged child. During the podcast, I will discuss very specific tips on delivering the news, catering to the child and helping form a community of support around that child and family alike. I would be remiss if I did not credit The+ American Cancer Society for helping form my knowledge of the discussing Terminal Illness with Children. The specific website is Cancer.org. This is a very difficult topic and not often talked about.
I would love to know how you feel about this and any other episode. Would you mind leaving me a review on Apple Podcasts or Spodify.
If you are a client and need assistance --- LIfeaftergrieffp.com
If you are an advisor and assistance with your clients --- Lifeaftergriefconsulting.com
In the winter of 2010, I received some alarming calls that my parents' home was being raided by the police. Consequently, I received this news the day I returned from my paternal grandmother's funeral. I had rented the home to older college students (late 20s with their parents' co-signing on the lease). This was a tough situation and long drawn-out. Although this situation was heart wrenching, it reinforced me to have the right team around me. The team for me at that moment in time was: defense attorney, real estate attorney and deputy sheriff. I use my experience to then educate clients to have the right team around them. In my experience, the right client team is comprised of: financial planner, insurance advisor, estate planning attorney, banker and accountant. I serve as my client's first point of contact and usually introduce my clients to their right team. I also find client team members who may be unique to their situation, such as the one I described above. I also keep in close contact with my client's team, and in some regards hold them accountable. I also use my experience to educate advisors in the value of having the right team in place for themselves and their clients. I recently had an advisor reach out to me requesting a defense attorney for a client. My job is not to be judgmental, but to serve my clients honestly, fairly and with my fiduciary hat.
Thanks for listening.
If you are a client and need assistance --- LIfeaftergrieffp.com
If you are an advisor and assistance with your clients --- Lifeaftergriefconsulting.com
Have you ever met someone that prevents grief. Well, I have. Let me introduce you to Heidi Burnett. Heidi is the owner and founder of SwimSprout. SwimSprout’s mission is to teach students the necessary skills and confidence to survive an aquatic accident and build a foundation for a lifetime enjoyment of water activities. I was fortunate to meet Heidi a little over 8 years ago when my wife and I were looking for someone to give our sons the necessary skills to survive an aquatic accident. I have heard hundred of stories of swimming accidents where children did not survive as a result of not having valuable survival skills. My wife and I did not want to be a statistic. We were both very fortunate that we learned how to swim at an early age. We have also witnessed the grief that comes with an aquatic accident as a result of an extended family member not surviving such a tragedy.
As a result of Heidi's success in business, she has reached a point where she can give back. Most recently, she has donated her time to a charity whose sole mission is to prevent aquatic accidents -The Qwentyn Hunter Luv Foundation.
Heidi is a very dynamic lady who is passionate about the great service she provides.
I consider Heidi's friendship an honor and a privilege.
To learn more about Heidi, her business and the charity she supports, see her websites.
https://www.swimsprout.com/
https://www.tqhlfoundation.org/
Thanks for listening.
To learn more about Life After Grief Financial Planning see Lifeaftergrieffp.com
To learn more about Life After Grief Consulting see Lifeaftergriefconsulting.com
I usually don’t openly talk about my experience with racism and discrimination because it is emotionally and physically exhausting. My experience with racism also brings up a lot of anxiety and grief. I must warn you, the situations, my reactions and the way I handled each are very raw. Imagine having a full time job in which you are working 40 hours a week. Now, imagine having a second full time job moonlighting in which no one knows or cares. Racism is my second full time job. I will share my personal examples of racism which include Personal, Systematic, Corporate Discrimination and Bystander Effect. I will also provide simple next steps in which we can all create a better environment with regard racism and discrimination.
Please feel free to send me ideas on what you would like to listen to in terms of grief.
Thanks for listening and see you on the next episode.
In today's episode, I am very humbled and delighted to interview someone whom I both admire and respect, Susan Bradley. Susan led me to a very specific training she created called the Certified Financial Transitionist® (CeFT®). As I have mentionedin a previous podcast, I was searching for a training that would complete my personal and professional experience. Susan's training has provided me with scientific theory behind life transitions and in my case, grief. Through Susan's training I have completed the trifecta of personal experience, professional experience honed with scientific theory to garner tools to help clients with the personal side of money.
Susan is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began almost 22 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute.
Susan has served on the FPA’s National Board of Directors, currently sits on the National Football League’s Players Association’s Financial Education Advisory Board and serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute.
She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.” It can be found here.
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Welcome back to another season of Real Talk with Life After Grief Chris. In this premier episode, we focus on feedback received from Season 1. Many listeners wanted to know the difference between a financial planner vs. financial advisor vs. fiduciary. Listeners also wanted a little more background on my role and what I do in terms of the financial industry. You have spoken and I have heard. In this premier episode, I will also give you teasers as to what to expect during Season 2, including introducing guest speakers.
I would love to have a few more ideas of what you would like to hear during the course of this season and next. Please email me your comments or questions to christopherdale@lifeaftergrieffp.com. #howtohelpafterloss #helpagrievingfriend #grief #griefjourney #lossofalovedone #lossofaparent #lossofachild #ElderlyCare #caregiversupport #caregiver #caregivertips #caregiving #caregiverlife #caregiverburnout #financialplanner #financialadvisor #financialadviser #fiduciary #certifiedfinancialplanner #moneymanager #moneymanagers #moneymanagementips
I am so excited to have Amy Irvine on today’s podcast. Amy is well known in the financial arena. She is a trailblazer in the world of finance with a special emphasis on advancing women. We have a crossover podcast where Amy will be interviewing me and I will also interview her. If you don’t know Amy, you know her now. She co-founded the Southern Tier Women's Financial Conference in 2014, which is an annual event with a day of collaboration, networking and financial education for women. She is a very dynamic lady and I am very lucky to have her on today's podcast. Amy is one of the most successful financial planners I know. She is the founder and CEO of her own financial planning firm, Rooted Planning Group. Through this podcast you will gain an understanding of how we met, have helped each other and why we stay engaged to help one another grow. We will talk about things like family communication, guilt, family expectations and some other interesting facts which all relate to grief and finance. We will also discuss her journey through grief as a person and how that grief has shaped her life as a planner. I was very fortunate to have Amy take my course, "The Advisor's Guide to Grieving Clients". She also talks about how the course has helped her and her staff. I hope you enjoy today’s podcast.
You can find more information about Amy and her firm at https://www.rootedpg.com/
If you are a client and need assistance --- LIfeaftergrieffp.com
If you are an advisor and assistance with your clients --- Lifeaftergriefconsulting.com
As we conclude the first season of Real Talk with Life After Grief, I wanted to bring my brother on as a special guest. As many have known, my brother and I have navigated our own very personal family feud for more than 35 years. Our relationship was a complete and utter disaster for most of those 35 years. The animosity and disfunction in our relationship reached a breaking point after significant deaths in our family. With a lot of communication, acceptance and forgiveness we have repaired and mended our relationship. My wish is that this podcast gives family members in the same predicament as my brother and I hope that relationships can be completely mended and repaired. If we were able to repair our relationship, I believe that anyone can.
I would also love to know what you thought of our first season of podcasts. Drop me a note at hello@lifeaftergrieffp.com
Please be on the look out for Season 2, which will air on Wednesday March 2, 2022. Next season we will have several special guests focusing on Life After Grief.
If you are griever looking for help with your personal situation go to lifeaftergriffp.com.
If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.
Thanks for listening.
In this episode, we will explore how to speak to a griever in their language. We will explore what to say, how to say it and what not to say to a griever. I will provide real examples of what was said to me in my grief journey. I will also give you tips and ways to practice to help normalize the feelings of someone in grief.
Please note that we only have one episode left before we conclude season 1.
If you are griever looking for help with your personal situation go to lifeaftergriffp.com.
If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.
Thanks for listening.
I am really excited to have my good buddy on the podcast today, Daniel Kopp, CFP®. Daniel is a fellow Life After Griever who has made it to the other side of grief. He is the husband to Anna, father to a newborn bouncing boy, widower to Sarah and father to three children in heaven. Daniel and I share definitive paths in grief. We also share significant progress through Life After Grief. Daniel is a true inspiration from what he has gone through, and what he now does to help others through their grief.
Daniel's journey through grief, combined with his military experience, led him to the decision to become a financial planner. His unique background makes him well-suited to help widows and widowers alike in the military community.
Daniel is also an accomplished writer and speaker.
For more on Daniel's story please see his financial website https://wisestewardshipfp.com/
I would love to know how you feel about this and any other episode. Please leave me a review on Apple Podcasts or Spotify.
If you are a client and need assistance --- Lifeaftergrieffp.com
If you are an advisor and need assistance with your clients --- Lifeaftergriefconsulting.com
In this episode I am very fortunate to interview my earliest advisor, John Chesbrough, CFP®, whom I helped through a daunting, terminal client diagnosis. Listen to John as he helped a client navigate anticipatory grief.
John is the owner and founder of Trail Financial Planning, which is based out of Bellingham, WA. He enjoys working with people who care for others and their community – firefighters, therapists, doctors, nurses and teachers. John is an exercise enthusiast who is also a husband and father. John was the foundation upon which I found a calling helping advisors work with clients in grief.
John is a good friend and mentor and I am very thankful he agreed to be on today's podcast.
Don't forget the course John mentioned in which he gained a lot of the information and tools he used with his client in grief. https://courses.lifeaftergriefconsulting.com/
You can find more about John and his firm at https://www.trailfp.com/
If you are ever looking for help with your personal situation go to lifeaftergriffp.com.
If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.
Thanks for listening!
In this episode, we will explore what is normal with a person in grief. We will also discover important timelines when working with someone in grief. I will provide very personal commentary of experiences from my own life. I will also provide a link (through my website) to an article I wrote called "What is the proper timeline for working with a griever?" This article will define very specific expectations, timelines, steps and processes for working with someone going through grief.
If you are griever looking for help with your personal situation go to lifeaftergriffp.com.
If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.
Thanks for listening.
In this episode, I will provide both technical tips for the immediacy after a loved one has passed. I also will provide emotional tips for immediately after a loved one has passed. This episode will be a great go to resource guide for what to do when a loved one passes away.
If you are griever looking for help with your personal situation go to lifeaftergriffp.com.
If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.
In this episode I will explore how family dysfunction dramatically complicates and can extend the grieving process. I will also provides resources for ending family feuds.
If you are griever looking for help with your personal situation go to lifeaftergriffp.com.
If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.
In this episode, we will explore what the sandwich generation is. We will explore common feelings that come with being in the middle. I will provide some very good resources for challenges and emotions tied to people who are in the sandwich generation. I will also provide ways to solicit help to aid in caring for your loved one. I will provide real life examples of the common struggles of juggling care for both parents and children at the same time.
If you are griever looking for help with your personal situation go to lifeaftergriffp.com.
If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.
In this episode, I will provide careful tips for vetting nursing homes. I will also provide links to a very valuable Medicare checklist. I will provide my personal experience with vetting nursing homes for my mother and grandmother. In this episode, I will also provide links to nursing home ratings. I will also provide tips to prevent nursing home abuse.
If you are griever looking for help with your personal situation go to lifeaftergriffp.com.
If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.
In this episode, I will provide tips on elder care. I will provide links to articles to help siblings come together when caring for aging parents. I will provide resources for communication strategies among siblings. This episode will have preparation strategies, strategies to recognize your limits and warning signs for parents declining in health. I will also provide tips for recognizing unscrupulous people helping in the care of aging parents.
If you are griever looking for help with your personal situation go to lifeaftergriffp.com.
If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.
In this episode we will explore child loss and grief. I will provide a real example of how my wife and I experienced child loss and the grief that followed. I will also provide notes on financial implications while experiencing child loss. I will show you the evolution of that loss in terms of the brothers who never met their sibling and how it ultimately brought a family uniquely closer.
Would you know what to do if you or your client's identity was stolen? In this episode I will give careful tips and resources when your identity is stolen and how to take corrective action. I will also give resources to limit a breach in the future.
If you are griever looking for help with your personal situation go to lifeaftergriffp.com.
If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.
In this episode we will explore navigating the holidays when in grief. We will also explore tools, tips and resources for navigating the holiday season. I will provide you with relevant examples of what I did to navigate the holidays. I will also provide you with traditions I lost and recreated to resurrect my holiday joy.
If you are griever looking for help with your personal situation go to lifeaftergriffp.com.
If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.
In this episode we will discover 2 different styles of grief: Intuitive and Analytical. We will discover characteristics and expectations of both styles. We will also normalize the feelings and emotions that go along with each style. I will provide examples of my life and how I displayed styles of both types of grief.
If you are griever looking for help with your personal situation go to lifeaftergriffp.com.
If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.
I am both a financial planner to clients and consultant to other financial planners. I help clients and advisors navigate grief by providing deep insight into what grief is and how to navigate financial matters after the death of a loved one.
In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.
I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTIFIED FINANCIAL PLANNER™ to better help families in need. Shortly after starting my own financial planning firm, Life After Grief Financial Planning® I was compelled to start Life After Grief Consulting®. Through my consulting practice I teach advisors how to navigate client grief to help them move through financial and emotional grief without damaging their professional relationships. In 2021, I became a Certified Financial Transitionist® to complete my personal and professional experience with formal education and scientific theory.
My personal experiences and knowledge of grief and loss of loved ones helps me to understand and assist families enduring similar situations. I’ve helped over 400 families navigate many financial issues and life circumstances such as grieving loss of loved ones.
If you are griever or anyone at all looking for help with your personal situation go to lifeaftergrieffp.com.
If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.