Sudden Money Insights: Recent Episodes
Susan Bradley
Susan is the founder of the Sudden Money® Institute (www.suddenmoney.com) began 22 yrs ago as a community of practice seeking to better serve their financial planning clients by developing processes & tools for the personal side of money and for clients going through transitions. She created the Certified Financial Transitionist® (CeFT®) designation, a space for training and certification called the Financial Transitionist® Institute. As seen on NBC’s Nightly News, CNN, NPR, The Wall Street Journal, and The New York Times. Author of Sudden Money: Managing a Financial Windfall.
Get connected with Rick Kahler, MS, CFP®, CFT-I™, CeFT®, CIFSP
A NAPFA Registered Financial Advisor
Certified Financial Therapist – I™
Certified Internal Family Systems SM Practitioner
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute
Senior Vice President, Investments Wealth Management Specialist at Raymond James & Associates, Anne Bedinger joins Susan K. Bradley to talk about how she serves clients with wealth & wellness.
Connect with Anne Bedinger:
LinkedIn: linkedin.com/in/annebedinger
Website: http://www.annebedinger.com/
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute
Financial Advisor, Certified Financial Transitionist, and Founder of LifeCraft Financial Planning Miriam Whiteley joins Susan K. Bradley to talk about how she serves clients undergoing major life transitions.
Connect with Miriam:
LinkedIn: https://www.linkedin.com/in/miriamwhiteley
Twitter: https://twitter.com/mimwit2312
Learn more about LifeCraft Financial Advisors:
Website: https://www.lifecraftfp.com
LinkedIn: https://www.linkedin.com/company/lifecraft-financial-planning
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute
Lisa Kirchenbauer on Sudden Money Insights Hosted by Susan K. Bradley
Guest Info:
Lisa Kirchenbauer
Founder & President - Omega Wealth Management
Description:
Financial Planner & Certified Financial Transitionist Lisa Kirchenbauer, Founder & President of Omega Wealth Management, joins Susan K. Bradley on this episode of Sudden Money Insights.
Connect with Lisa:
LinkedIn: https://www.linkedin.com/in/lisaakkirchenbauer
Learn more about Omega Wealth Management:
LinkedIn: https://www.linkedin.com/company/omega-wealth-management
Website: https://www.omegawealthmanagement.com
YouTube: https://www.youtube.com/channel/UCos5Uzrq5gLTWFD1il5p95g
Facebook: https://www.facebook.com/omegawealthmanagement
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute
Joy Kirsch, CFO of Life Changing Events with Merit Financial Advisors, joins Susan K. Bradley on this episode of Sudden Money Insights.
Learn more about becoming a CeFT©: https://financialtransitionist.com
Connect with Joy Kirsch: LinkedIn: https://www.linkedin.com/in/joykirsch
Learn more about Merit Financial:
Website: https://www.meritfinancialadvisors.com
Twitter: https://twitter.com/meritfinadvisor
Learn more about becoming a CeFT: https://www.financialtransitionist.com
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute
Financial Tranisitionists Beth Jones & Jennifer McKinley of Third Eye Associates, Ltd. join Susan K. Bradley on this episode of Sudden Money Insights.
Learn more about becoming a CeFT©: https://financialtransitionist.com
Connect with Beth: https://www.linkedin.com/in/beth-jones-third-eye-associates/
Connect with Jennifer: https://www.linkedin.com/in/jennifer-mckinley-16aa484/
Learn more about becoming a CeFT: https://www.financialtransitionist.com
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute
Laura Barry on Sudden Money Insights
Hosted by Susan K. Bradley
Susan talks with Certified Financial Transitionist Laura Barry, Managing Director with Wealthspire Advisors, about making sure clients feel heard and understood during major life transitions.
https://www.wealthspire.com/
https://www.linkedin.com/in/laurabarrycfp/
https://www.linkedin.com/company/wealthspireadvisors/
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute
Peggy Frye, CFP®, CeFT® on Sudden Money Insights Hosted By Susan K. Bradley
Founder & Managing Member, Glenayr Family Advisors LLC
Learn more about Glenayr Family Advisors:
Website: http://www.glenayrfamilyadvisors.com/
Connect with Peggy Frye:
LinkedIn: https://www.linkedin.com/in/peggy-frye-1597051b/
Learn more about becoming a CeFT: https://www.financialtransitionist.com
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute
Junko Horvath, CEO of Fujiyama Wealth Management, joins Susan K. Bradley on this episode of Sudden Money Insights.
Learn more about becoming a CeFT©: https://www.financialtransitionist.com
Connect with Junko Horvath:
https://www.linkedin.com/company/fujiyama-wealth-management/
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute
Laura Webb joins Susan Bradley on this episode of Sudden Money Insights
Learn more about becoming a CeFT©: https://www.financialtransitionist.com
Learn more about Webb Investment Services:
https://webbinvestmentservices.com
https://www.facebook.com/WebbInvestmentServices
Connect with Laura Webb:
https://www.linkedin.com/in/laurawebbcfp
https://hertwocentspodcast.com
Certified Financial Transitionist Diane Pearson joins Susan K. Bradley on this episode of Sudden Money Insights.
Learn more about becoming a CeFT: https://www.financialtransitionist.com
Connect with Diane Pearson (Pearson Financial Planning) https://pearsonfinancialplanning.com
https://www.linkedin.com/in/dianempearson/
https://twitter.com/DianeMPearson
https://www.facebook.com/PearsonFinancialPlanning
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute
Certified Financial Transitionist - Esther Szabo comes on Sudden Money Insights, hosted by Susan K. Bradley.
Learn more about the CeFT designation: https://www.financialtransitionist.com
Connect with Esther Szabo: https://www.linkedin.com/in/esther-szabo-072bb718/
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute
Certified Financial Transitionist Josh Patrick comes on Sudden Money Insights, hosted by Susan K. Bradley.
Learn more about the CeFT designation: https://www.financialtransitionist.com
Connect with Josh Patrick: https://www.linkedin.com/in/askjoshpatrick/
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute
Certified Financial Transitionist Laura Redfern comes on Sudden Money Insights, hosted by Susan K. Bradley.
Learn more about he CeFT designation: https://www.financialtransitionist.com/
Connect with Laura Redfern on LinkedIn: https://www.linkedin.com/in/laura-f-redfern-cfp%C2%AE-ceft%C2%AE-a236b52/
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute
Certified Financial Transitionist Linda Cao of Silver Oak Wealth Advisors joins Susan K. Bradley on Sudden Money Insights.
Connect with Linda Cao & Silver Oak
Website: www.silveroakwa.com
Linkedin: www.linkedin.com/company/silver-oak-wealth-advisors-llc
Twitter: https://twitter.com/oak_advisors
Facebook: https://www.facebook.com/silveroakwa
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute
Susan Bradley interviews Mariette Tappan, CFP®, CeFT® on the first episode of Sudden Money Insights!
Mariette was the first Certified Financial Transitionist in South Africa. She works to bring the human side of decision-making to financial planning.
Connect With Mariette Tappan:
Website: www.mariettetappan.co.za
LinkedIn: www.linkedin.com/in/mariette-tappan-cfp%C2%AE-ceft%C2%AE-b6a8136/
Connect with Susan Bradley & Sudden Money:
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
Linkedin: www.linkedin.com/in/susanbradleycfp
YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw
Facebook: www.facebook.com/financialtransitionist
Instagram: www.instagram.com/suddenmoneyinsitute