Sudden Money Insights

Podkast av Susan Bradley

engelsk

Teknologi og vitenskap

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Les mer Sudden Money Insights

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.

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16 Episoder

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. 2024 - 30 min

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 2023 - 28 min

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. 2022 - 25 min

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. 2022 - 27 min

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. sep. 2022 - 24 min

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