How to Manage Financial Transitions with Susan Bradley, CFP®, CeFT® (Ep. 17)

Wealth Beyond Riches

Financial transitions are challenging, but with the right guidance they can be opportunities for positive growth and transformation.

How do you manage a financial windfall or a major life change? What tools and strategies can help you navigate these transitions effectively?

This week on Wealth Beyond Riches, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, is joined by Susan Bradley, CFP®, CeFT®, the Founder of the Sudden Money® Institute (SMI), to dive into the complexities and emotional aspects of financial transitions.

With Susan's vast experience and insights, they uncover practical strategies for managing substantial financial changes, whether due to inheritance, retirement, or unexpected windfalls.

Abbey and Susan discuss:

• The stages of financial transitions and how to navigate each one
• The significance of pausing and taking perspective during financial changes
• The science behind how our brains react to financial stress and how to manage these reactions
• The importance of having a Certified Financial Transitionist to guide you through major life changes
• And more!

Resources:

• Sudden Money: Managing a Financial Windfall

Connect with Abbey Henderson:

• LinkedIn: Abbey Henderson
• [e-mail]
• Website: Abaris Financial Group
• Facebook: Abaris Financial Group
• Facebook: Abbey Henderson: Trusted Financial Advisor & Coach
• Instagram: @trustedadvisor_coach
• LinkedIn: Abaris Financial Group
• X (Twitter): Abaris Financial Group

Connect with Susan Bradley:

• LinkedIn: Susan Bradley
• Website: Sudden Money Institute

About Susan Bradley:

Susan Bradley, CFP®, CeFT®, is the Founder of the Sudden Money® Institute (SMI), a think tank that created the Certified Financial Transitionist® designation (and the Financial Transitionist® Institute, which now delivers the advanced CeFT® training).

For 23 years, Susan has been training financial advisors in the unique processes and tools SMI created for managing the human dynamics of financial change. She has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times.

She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.”