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Innhold levert av Christopher Dale. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Christopher Dale eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Navigating Life Transitions: Reflections from a Financial Planner

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Manage episode 455814703 series 3316771
Innhold levert av Christopher Dale. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Christopher Dale eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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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

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.

  continue reading

89 episoder

Artwork
iconDel
 
Manage episode 455814703 series 3316771
Innhold levert av Christopher Dale. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Christopher Dale eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Send us a text

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

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.

  continue reading

89 episoder

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