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Kathi Balasek - Becoming Grief Literate

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Manage episode 376282359 series 1454631
Contenido proporcionado por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Tune in to hear:

- What life journey brought Kathi to a place where she focused on grief professionally?

- Why did Kathi experience guilt and shame around her lack of financial literacy in a moment of crisis?

- People often say very inappropriate things when they are struggling to address the grieving, even if well-intentioned. Why is this the case and what can be done about it?

- Why something as simple as asking a deceased person’s name can be so meaningful to their loved ones.

- What does it mean to be "grief literate?"

- What is it about the unique combination of loss and money that makes us so reticent to talk about it?

- What is "disenfranchised grief" and how can loved ones, advisors or others avoid falling prey to this phenomenon?

- How does Kathi work with advisors who are a bit hesitant to talk about grief and other intimate topics?

- What are some best practices / things to say when talking to someone who is actively grieving?

- How can we strike a good balance between sitting with someone in their grief and offering optimism? Is this hopeful perspective often more hurtful than it is helpful?

https://www.kathibalasek.com

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.

Compliance Code: 2174-OAS-8/8/2023

Ad Compliance Code: 2120-OPS-8/2/2023

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289 episodios

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iconCompartir
 
Manage episode 376282359 series 1454631
Contenido proporcionado por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Tune in to hear:

- What life journey brought Kathi to a place where she focused on grief professionally?

- Why did Kathi experience guilt and shame around her lack of financial literacy in a moment of crisis?

- People often say very inappropriate things when they are struggling to address the grieving, even if well-intentioned. Why is this the case and what can be done about it?

- Why something as simple as asking a deceased person’s name can be so meaningful to their loved ones.

- What does it mean to be "grief literate?"

- What is it about the unique combination of loss and money that makes us so reticent to talk about it?

- What is "disenfranchised grief" and how can loved ones, advisors or others avoid falling prey to this phenomenon?

- How does Kathi work with advisors who are a bit hesitant to talk about grief and other intimate topics?

- What are some best practices / things to say when talking to someone who is actively grieving?

- How can we strike a good balance between sitting with someone in their grief and offering optimism? Is this hopeful perspective often more hurtful than it is helpful?

https://www.kathibalasek.com

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.

Compliance Code: 2174-OAS-8/8/2023

Ad Compliance Code: 2120-OPS-8/2/2023

Connect with Us

  continue reading

289 episodios

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