Sudden Money Insights

Lisa Kirchenbauer takes us through the future of transitions.

27 min · 18. okt. 2022
episode Lisa Kirchenbauer takes us through the future of transitions. cover

Beskrivelse

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 [https://www.linkedin.com/in/lisaakkirchenbauer/] Learn more about Omega Wealth Management: LinkedIn: https://www.linkedin.com/company/omega-wealth-management [https://www.linkedin.com/company/omega-wealth-management/] Website: https://www.omegawealthmanagement.com [https://www.omegawealthmanagement.com/] YouTube: https://www.youtube.com/channel/UCos5Uzrq5gLTWFD1il5p95g [https://www.youtube.com/channel/UCos5Uzrq5gLTWFD1il5p95g] Facebook: https://www.facebook.com/omegawealthmanagement [https://www.facebook.com/omegawealthmanagement] Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com [https://www.financialtransitionist.com/] OR www.suddenmoney.com [https://www.suddenmoney.com/] Twitter: www.twitter.com/suddenmoney [https://www.twitter.com/suddenmoney] Linkedin: www.linkedin.com/in/susanbradleycfp [https://www.linkedin.com/in/susanbradleycfp] YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw [https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw] Facebook: www.facebook.com/financialtransitionist [https://www.facebook.com/financialtransitionist] Instagram: www.instagram.com/suddenmoneyinsitute [https://www.instagram.com/suddenmoneyinsitute]

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Alle episoder

16 episoder

episode Uncovering Hidden Gems - The intersection of Financial Transitions & Financial Therapy with Rick Kahler & Susan Bradley cover

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

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 [https://www.financialtransitionist.com/] OR ⁠⁠www.suddenmoney.com⁠⁠ [https://www.suddenmoney.com/] Twitter: ⁠⁠www.twitter.com/suddenmoney⁠⁠ [https://www.twitter.com/suddenmoney] Linkedin: ⁠⁠www.linkedin.com/in/susanbradleycfp⁠⁠ [https://www.linkedin.com/in/susanbradleycfp] Facebook: ⁠⁠www.facebook.com/financialtransitionist⁠⁠ [https://www.facebook.com/financialtransitionist] Instagram: ⁠⁠www.instagram.com/suddenmoneyinsitute⁠ [https://www.instagram.com/suddenmoneyinsitute]

27. feb. 202430 min
episode Anne Bedinger takes us through the wealth & wellness financial journey. cover

Anne Bedinger takes us through the wealth & wellness financial journey.

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 [https://www.linkedin.com/in/annebedinger?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BsfwEfWyUT7GLytqwA06KuQ%3D%3D] Website: ⁠http://www.annebedinger.com/⁠ [https://www.lifecraftfp.com/] Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: ⁠www.financialtransitionist.com⁠ [https://www.financialtransitionist.com/] OR ⁠www.suddenmoney.com⁠ [https://www.suddenmoney.com/] Twitter: ⁠www.twitter.com/suddenmoney⁠ [https://www.twitter.com/suddenmoney] Linkedin: ⁠www.linkedin.com/in/susanbradleycfp⁠ [https://www.linkedin.com/in/susanbradleycfp] YouTube: ⁠https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw⁠ [https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw] Facebook: ⁠www.facebook.com/financialtransitionist⁠ [https://www.facebook.com/financialtransitionist] Instagram: ⁠www.instagram.com/suddenmoneyinsitute⁠ [https://www.instagram.com/suddenmoneyinsitute]

18. juli 202328 min
episode Miriam Whiteley's journey and shift into Financial Planning cover

Miriam Whiteley's journey and shift into Financial Planning

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 [https://www.linkedin.com/in/miriamwhiteley] Twitter: https://twitter.com/mimwit2312 [https://twitter.com/mimwit2312] Learn more about LifeCraft Financial Advisors: Website: https://www.lifecraftfp.com [https://www.lifecraftfp.com/] LinkedIn: https://www.linkedin.com/company/lifecraft-financial-planning [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 [https://www.financialtransitionist.com/] OR www.suddenmoney.com [https://www.suddenmoney.com/] Twitter: www.twitter.com/suddenmoney [https://www.twitter.com/suddenmoney] Linkedin: www.linkedin.com/in/susanbradleycfp [https://www.linkedin.com/in/susanbradleycfp] YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw [https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw] Facebook: www.facebook.com/financialtransitionist [https://www.facebook.com/financialtransitionist] Instagram: www.instagram.com/suddenmoneyinsitute [https://www.instagram.com/suddenmoneyinsitute]

14. nov. 202225 min
episode Lisa Kirchenbauer takes us through the future of transitions. cover

Lisa Kirchenbauer takes us through the future of transitions.

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 [https://www.linkedin.com/in/lisaakkirchenbauer/] Learn more about Omega Wealth Management: LinkedIn: https://www.linkedin.com/company/omega-wealth-management [https://www.linkedin.com/company/omega-wealth-management/] Website: https://www.omegawealthmanagement.com [https://www.omegawealthmanagement.com/] YouTube: https://www.youtube.com/channel/UCos5Uzrq5gLTWFD1il5p95g [https://www.youtube.com/channel/UCos5Uzrq5gLTWFD1il5p95g] Facebook: https://www.facebook.com/omegawealthmanagement [https://www.facebook.com/omegawealthmanagement] Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com [https://www.financialtransitionist.com/] OR www.suddenmoney.com [https://www.suddenmoney.com/] Twitter: www.twitter.com/suddenmoney [https://www.twitter.com/suddenmoney] Linkedin: www.linkedin.com/in/susanbradleycfp [https://www.linkedin.com/in/susanbradleycfp] YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw [https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw] Facebook: www.facebook.com/financialtransitionist [https://www.facebook.com/financialtransitionist] Instagram: www.instagram.com/suddenmoneyinsitute [https://www.instagram.com/suddenmoneyinsitute]

18. okt. 202227 min
episode Joy Kirsch takes us through the future of a Widow's Journey cover

Joy Kirsch takes us through the future of a Widow's Journey

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 [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEtTUE9ZQTlfbTFOcFhvTEdiX3ZNZWw3VDNJd3xBQ3Jtc0trSG1xaHZ2c0dTcDgxeWUwc1RUWkZrNm1tdG1XVkF1OHZNaTFxcmltT2lKbXRkaEdhcGZiZ3J2QWhvNGhFdk44UjBEVFBYaENFSEo3cFVTYkhDWGs4UkxwYTdHaTFIMkNuNGw1RUtDMFloT18zZ09iNA&q=https%3A%2F%2Ffinancialtransitionist.com%2F&v=F2aYualODMA] Connect with Joy Kirsch: LinkedIn: https://www.linkedin.com/in/joykirsch [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWVxamYwNWw5VVlkSlF1alYxTmc0YzJiNlVVUXxBQ3Jtc0ttYzhJRUgtN0pPQlBrRHJNV0RkMjRJWng3aWhKT1NmZEF5Y3BZb1Qtei1iRDd2VVNOMXZZZmpmYzZpc1FsU0tPeDRzcVV4cWg4ai1zSUV0Znc5cGlSelhNa3J6d1MtWDg2ZXVlMEVsT1F5ZUloR1dtMA&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fjoykirsch&v=F2aYualODMA]  Learn more about Merit Financial:  Website: https://www.meritfinancialadvisors.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVJXMkhUTUpDbWVTTTZCVkx0NFdmZzQxVnhXUXxBQ3Jtc0tsMmpOb3NQOEN1dXY3dlljT2Rvc043djUyNjJHZ3ZaNUpyNjQ5cG45UGJvTm96VnBjWkg4aUJXcHhXaW9kejNmTHlFYmZrUUsxOVBpWlhPS19UMHphcWJyMEhnWUVmdkpLU2ZJQVptYWM2d1FIQUNjdw&q=https%3A%2F%2Fwww.meritfinancialadvisors.com%2F&v=F2aYualODMA] Twitter: https://twitter.com/meritfinadvisor [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVhrdWV6QnFQZjN5NXpTLVpmUUhkR2NiT3Z1QXxBQ3Jtc0tuZ3JoVlozTUtuclIwa2xuRG5wRlpvS2R3Y2FsQm55UDBkMXdIVG03Q3dVRWsxUFp2S3BOSDF0eUpFV2ZyTGlESGNIV1I3RnhZWmhvTWtLYmJ6MnFpaEZGOFhKbWk3RHNGV3BiOG9UckRnVGFxUEFTMA&q=https%3A%2F%2Ftwitter.com%2Fmeritfinadvisor&v=F2aYualODMA] Learn more about becoming a CeFT: https://www.financialtransitionist.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGl0YVprYkgxWGd1LTVVOUhVZUpTWFlyOXVad3xBQ3Jtc0trSEhfTFR2TkoweHNOUUFLTFdpNEpWc0RnVE9vaGJ6ZUMzX19ZNHo5bGMtRkZHa1Jha1lTN0FRMmUyMm9JdlVtcS1UVENoYmx1X3BpN0p5ZlZJaGgySVpCUy1VWlhiU09lZ1loR1ZYYV9hUXdYY05zcw&q=https%3A%2F%2Fwww.financialtransitionist.com%2F&v=dP-eEVBrm94] Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com [https://www.financialtransitionist.com/] OR www.suddenmoney.com [https://www.suddenmoney.com/] Twitter: www.twitter.com/suddenmoney [https://www.twitter.com/suddenmoney] Linkedin: www.linkedin.com/in/susanbradleycfp [https://www.linkedin.com/in/susanbradleycfp] YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw [https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw] Facebook: www.facebook.com/financialtransitionist [https://www.facebook.com/financialtransitionist] Instagram: www.instagram.com/suddenmoneyinsitute [https://www.instagram.com/suddenmoneyinsitute]

28. sept. 202224 min