Susan Bradley

Sudden Money Insights

Education EN ↓ Odcinki: 16

Susan Bradley, Author of Sudden Money: Managing a Financial Windfall. 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.

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.financialtransitionist.com

Autor

Susan Bradley

Kategoria

Education

Strona podcastu

www.financialtransitionist.com

Ostatni odcinek

27 lut 2024

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Odcinki

Uncovering Hidden Gems - The intersection of Financial Transitions & Financial Therapy with Rick Kahler & Susan Bradley 27.02.2024 30:48

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...

Anne Bedinger takes us through the wealth & wellness financial journey. 18.07.2023 28:51

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...

Miriam Whiteley's journey and shift into Financial Planning 14.11.2022 25:30

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.lifecraft...

Lisa Kirchenbauer takes us through the future of transitions. 18.10.2022 27:25

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.li...

Joy Kirsch takes us through the future of a Widow's Journey 28.09.2022 24:12

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://tw...

Beth Jones & Jennifer McKinley talk about the Human Side of Transition. 02.09.2022 32:29

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...

Laura Barry talks about Why you should become a Financial Transitionist 26.08.2022 35:06

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...

Peggy Frye shares her journey Working with Families in Life Transitions 15.08.2022 24:17

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...

Junko Horvath shares her experience in the Financial World 19.07.2022 25:49

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.fin...

Laura Webb joins us with her Story. 11.07.2022 27:11

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

Diane Pearson tells us her story in the Financial World & How she received her CeFT designation. 20.06.2022 24:17

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/Pears...

Certified Financial Transitionist Esther Szabo shares her story of her path in Financial Services 26.05.2022 33:35

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.financialtransit...

Why the Business Owner Space is Important with Josh Patrick 29.04.2022 21:28

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.financialtransition...

How Laura Redfern Stepped into this World of Life Transitions 29.04.2022 23:50

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 Inst...

How Linda Cao Started and How She Focused on Women in Life Transitions 29.04.2022 33:51

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 Tra...

Why Mariette Tappan Became a Financial Transitionist at Financial Transitionist Institute - A Division of Sudden Money 28.04.2022 31:23

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/ Co...