Real Talk with Life After Grief Chris

Send us a textIn this final episode of the season for 'Real Talk with Life After Grief,' I reflect on a recent conference for certified financial planners specializing in life transitions. I share moving stories from two speakers, Toby and Alexi, who discussed their personal experiences with IVF and child loss. These stories highlight the profound impacts of grief and how such experiences shape financial planners to better assist clients through transitions. I also delve into the techniques and tools I use to help clients navigate these challenging periods, emphasizing communication preferences and managing expectations. Finally, I discuss the concept of a 'bliss list' to envision a fulfilling future post-grief and preview my new venture into video podcasting inspired by my sons. Join me in this heartfelt episode as we explore the emotional side of financial planning.Merry Christmas, Happy New Year and Happy Holidays!!!Cheers and See you in 2025.#financialplanning  #lifetransitionsSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Send us a textFacing Holidays Without Loved OnesHolidays can stir a mix of joy and melancholy, especially when facing them without loved ones. As shared in the podcast, the first Thanksgiving and Christmas after personal losses were overwhelming. Traditions that once brought comfort felt hollow. Chris recounts the emotional toll and the necessity to find a mental space to recharge.Planning for holidays in advance, creating actionable plans, and even opting out of festivities if needed, are viable options for those grieving. The essential element is to honor one's own pace and needs without succumbing to societal expectations.Our new episode is here to provide solace and strategies. #GriefSupport #HolidaysSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Send us a textEver had your personal data compromised? I did, and it was a lesson I never saw coming. Hear the full story on how I navigated this nightmare. Understanding the Breach: A Personal AccountIn today's digital age, the amount of personal information that's vulnerable to breaches is overwhelming. I recently experienced a security breach that laid bare the fragility of our digital footprints. These individuals, whoever they were, managed to acquire sensitive information about my wife and me. They had everything—our social security numbers, driver's license numbers, addresses, birthdays, and possibly more data we haven't even discovered yet.Navigating the Unfamiliar Terrain of Identity RecoveryThe ordeal of reclaiming our identities was far from a straightforward process. It introduced us to a world we never thought we'd have to navigate. The path to resolution was fraught with frustration and learning. On a personal level, the task became a huge learning curve that required around eight to ten painstaking hours to reach a semblance of normalcy. Despite the time commitment, and the stress, the battle to rectify the situation was one worth fighting.Lessons Learned and Moving ForwardGoing through such an experience leaves you changed. It teaches the importance of vigilance, reinforces the value of trust, and reminds you not to take your personal security for granted. The road to recovery from a security breach isn't just about fixing mistakes—it's about guarding against them happening again. As we move forward, stronger and wiser, we remain committed to protecting our personal information.#DataBreach #IdentityTheftSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Send us a textIn today's episode I interview Marinda Freeman. Marinda is an awe-inspiring widow, whom I met by chance while speaking at a conference earlier this year. We talk about her journey through widowhood. Marinda's inspiration has come through a book which she authored called "The Grief Train". She ties in her experiences as a widow to those of many other widows in their plight to a new, normal life. Marinda was truly an inspiration to have on the podcast. I have included her contact information as well as a link to her fabulous book. I have read Marinda's book and truly enjoyed her willingness to open up about what it feels like to go through the arduous journey of becoming a widow.  The Grief Train Bookwww.marindafreeman.com marinda@marindafreeman.comCheers and see you on the next episode!#widows #widowhood #financialplanningSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Send us a textUltimate Financial Hacks for Young Adults and Families In this episode of Real Talk with Life After Grief Chris, I share valuable financial hacks suitable for young adults, young parents, and anyone looking to make prudent financial decisions. I provide practical tips on buying and selling vehicles, understanding the car loan process, the importance of good credit when buying a home, leveraging pawn shops for electronics and jewelry, and the benefits of estate sales and grocery shopping strategies. I also explains the impact of these financial strategies on long-term savings and achieving financial stability. Discover the secret to avoiding car depreciation and pricey gap insurance with my top financial hacks for buying a vehicle. Check out the new episode now! #SmartBuying #FinancialWisdom

Send us a textIn this week's episode, I answer financial questions for middle school students.1.  "Does everyone need a budget?".... Everyone needs a budget to make sure you have more money coming in versus going out.2.  "How do I make money now?".... Odd jobs, tutoring, mowing lawns, dog walking, car washer, yard work, assistant, etc.  3.  "What leads to making more money later?".... More education--college, trade, certifications, etc.4.  "How do you do your taxes?".... Defer to a professional like a CPA or accountant.  There is online software, but you have to be aware of the limitations pertaining to your situation.5.  "How do I stay out of debt?".... Use a budget.There are more really good questions on the podcast.Tips1.  Always pay yourself first2.  Always use a budget3.  Money in should be greater than money outMore tips on the podcast.Here are some resources I referenced on this episode: - 7 best budgeting apps for college graduates  https://www.walturn.com/insights/7-best-money-management-apps-for-college-students- Best Budgets Apps for Teens  https://www.allcards.com/best-money-apps-for-kids-and-teens/Cheers and see you next week!#kidsandmoney #personalfinance #financialLiteracy #money #finance #financialplanningSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Send us a textThis week's episode is all about teaching kids good money habits. In this episode, I use personal examples of things I have learned and implemented with my own boys to build good money habits. I also explain many ways to teach kids about money.    --- Pay Yourself First--- Count Your Money--- Stuff Costs Money--- Talk About Money--- Delayed Gratification--- Giving--- Commissions vs. Allowances--- And Many MoreHere is a valuable online resource available as a guide----15 Ways to Teach Kids About Money#personalfinance #financialLiteracy #money #finance #financialplanningSee you on the next episode.  Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Send us a textToday I had an awe-inspiring conversation with college student, Adam Delisle. Adam lost his father at the age of sixteen. He also witnessed his mother and family picking up the pieces during his formative years. The financial impact made a lasting impression on Adam. Adam approached me due to the unique nature of my firm. He is very outgoing and had the courage to reach out and ask questions to push himself forward.  Adam aspires to become a CERTIFIED FINANCIAL PLANNER™ to help fellow grievers, who have had a similar experience to his own. His charisma, drive to succeed and ultimately help others, will no doubt make himself a success. Adam has also done the heavy lifting to successfully place himself on the other side of grief. Kudos to him for getting the mental help he needed to become a better version of himself.As I like to help those who help themselves, I want to aid Adam in any form or fashion that could place him into a position to help others.  He is open to being contacted and would love the opportunity to entertain an opportunity for an internship.LinkedIn: https://www.linkedin.com/in/adam-delisle/Email: delislea5@gmail.com #personalfinance #financialLiteracy #money #finance #financialplanning #collegestudentSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

I was super excited for an inspiring chat with PreMed Student, Sophia Donovan.  Sophia also happens to be my Goddaughter.  We talk about things like....What makes sense financially...traveling abroad or staying stateside for an internship or residency?What makes sense financially....attending an expensive top tier med school or a modest well established med school?We also talk about finances applicable to any college student...budgets, how much to spend on what and how to save.As Sophia aspires to attend med school, I am including her email address to help with any access she so deserves.  sophia.l.donovan@gmail.comSophia, thank you for always inspiring me to be the best version of myself.  #medschool #premed #personalfinance #financialLiteracy #money #finance #financialplanningSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Today's podcast is with SuperStar US Naval Academy Student, Maddox D.  Maddox challenges me with real life questions facing college students aspiring to transition to careers after college. He also asks great questions pertaining to any young adult, who has recently transitioned from high school to college.Maddox's parlay into the the US Naval Academy is no easy feat. The US Naval Academy has an acceptance rate of 8%. Not great odds, but Maddox got in with great grades, great test scores and great parents.Maddox has big plans for his life. I commend him for his willingness to banter with me about finances at a basic level, which will ultimately lead to his future success. By the way, Maddox is the older brother of Luka D, whom I had Q & A on last weeks' episode. Maddox is also my nephew and godson.This was a really fun episode as I learned a lot from Maddox.  #personalfinance #financialLiteracy #money #finance #financialplanning Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Today I had the pleasure of interviewing High School Student/Athlete Luka D.  Luka is also known as my godson and nephew. Luka came to me about a year ago and asked why I have not interviewed any young folks on the podcast about their questions about finance. Well, I decided to bring his question to life. Luka is wise beyond his years as you will see by his questions and methodical process on the podcast.  I was both happy and inspired to interview him. I probably learned just as much from him as he took away from the interview with me. Luka, thank you for inspiring me to grow.   #personalfinance #financialLiteracy #money #finance #financialplanningSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

We are back for another wonderful season of Real Talk with Life After Grief Chris.  The opening of Season 7 is all about teenagers and college students asking financial questions. During Season 6, I was probed by some very curious high schoolers and college students to answer financial questions, which are important to up and coming full-fledged adults.  This was really fun for me as it took me back to my high school and college years.  Of course, I will also throw in some good information for adults and parents along the way.     Cheers & see you on the next episode!Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In the final episode of Season 6, I bring a life of trauma full circle.  I talk about being grateful in spite of all that life has thrown my way.  The people in my life have carried me to the promise land of Life After Grief. Honorable mention includes:   my wife, my sons, Fr. Leo and my family and friends.   We will return in the Fall.  Have a Great Summer.Cheers and Be Well!!Support the Show.Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In this week's episode, I have someone who knows all of my podcasts very intimately.  Meet Caroline Schafer.  She is a friend and also happens to be my podcast editor.  Caroline is very similar to many of my podcast listeners through our shared experiences.  We share experience with childhood trauma.  We also share experiences through the lens of parental caretaker.  Her stories really resonate as she exemplifies the shared experience of so many listeners.  Her relatable experiences make her very easy to listen and talk to.I would also highly recommend Caroline for the great work she does.  Here is how to contact Caroline: theworldofmotherchristmas.com/ ckschafer99@gmail.com Cheers & see you on the next episode!Support the Show.Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In this week's episode I go into detail about Trauma Response.  More specifically, the six trauma responses.  I talk about the details of each response and provide personal examples.  I was asked to somewhat normalize the explanation, to help others feel at ease when understanding their trauma responses.I hope you like this week's episode. See on next week's episode.Cheers!!!Support the Show.Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In this week's episode I talk about the idea of a Bliss List.  I did not create the idea or resource, but I do use it in practice for myself and with clients.  Basically, a Bliss List is an idea list of things you would like to do or accomplish if time or  money were no object.  I like to keep things simplistic and remove barriers to happiness in life.  I am  happy to say that I have accomplished many things on my Bliss List as well as helped  many others accomplish theirs.  The Bliss List was created as a tool through my experience as a Certified Financial Transitionist®Cheers & see you on the next episode!Support the Show.Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In this week's episode, I talk all about Self Care.  I have spoken loosely about self care over the last few seasons.  I was recently asked, "How Do I Self Care?"  I go into detail about the self care wheel I use.  I also provide a ton of examples with regard to each part of the self care wheel.  I hope you enjoy this week's episode.  Cheers & see you on the next episode!Support the Show.Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Have you ever heard of a Certified Divorce Coach?  I recently met and had the pleasure of interviewing Debra Doak.  Debbie is a Certified Divorce Coach.  She helps with those hard decisions concerning marriage, divorce, money and life.  My initial exposure to Debbie was based on a presentation she did about Financial Abuse.  And boy, was I blown away with her expertise. I was simply amazed with her wealth of knowledge in regard to helping anyone making difficult decisions in terms of marriage.  I am including a link to her website.  https://debradoak.com/Debbie can also be located on Facebook and InstagramDebbie has published a book helping women with coping strategies considering divorce:  https://www.amazon.com/High-Conflict-Divorce-Women-Coping-Strategies/dp/1641528192/Cheers & see you on the next episode!Support the Show.Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In this week's episode, I share some listener feedback. I was simply wowed at  the folks who reached out to me to share their trauma experiences. I was equally amazed how certain therapies, including EMDR really helped them.  Some of the listeners I spoke to talked about the gravity of their trauma such as: abuse, molestation, death, addiction, racial trauma and many other forms of trauma. I took solace in the fact that my experience and willingness to share about my trauma normalized  experience for others.    As this is a financial podcast, I would like to bring the aspect of finance full circle.  A certification I obtained (Certified Financial Transitionist®-CeFT®) a  few years ago has really allowed me to hone my personal and professional experience for that of my clients.  In case you are not familiar with CeFT®.  A Certified Financial Transitionist® is trained to help clients through major life events and the financial transitions that accompany them.  Basically, I am trained to incorporate the emotional side of money with the technical side and guide clients accordingly.  Often times emotions conflict with very literal functions of money.   Hope you enjoy the episode.Cheers and be well!#trauma #traumatherpy #griefSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Greetings and welcome to episode 4 of Season 6-Racism and DiscriminationI decided to reboot a previous episode on the subject.  As I have gotten older, and maybe wiser, I understand the traumatic effects of dealing with years of unsolicited biases due to the color of my skin.  In this episode, I describe some horrible experiences I have had with racism and discrimination.  These experiences have been  both emotional and physically exhausting.  The trauma is constant as situations continue to manifest themselves.  I also realize my emotions heighten now that my sons have experienced some of the same slights I have faced. I am gracious to have the right support systems in place to help me through many of these experiences.  As  this is a podcast with a foundation of finance, I will also talk about the financial impacts of racism and discrimination.As an ironic twist of fate, I have been recognized and requested  as a speaker on the subject of racism and discrimination.  "There's a crack in everything, that's how the light gets in."  ----Leonard CohenCheers and Be Well!!!!See you on the next episode.  Please feel free to send me ideas on what you would like to listen to in terms of grief. Thanks for listening and see you on the next episode. Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Greetings and welcome to Episode 3.  In this week's episode, I use a personal example of a traumatic event to demonstrate its emotional effects.  I share the many emotional and physical effects of trauma.I share what trauma looks and feels like.  My hope is to normalize trauma and shed light on the subject.I hope you like this week's episode.Cheers and see you next week.  Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Welcome back to Real Talk with Life After Grief Chris episode 2. In this episode, I go into further detail about trauma. Listen in as I provide a personal example as well as the emotional and physical effects. Trauma is not something we create, but something from which we recover.   I also provide a link, which details the dramatic effects on both the mind and body.  themind.org.uk  See you on the next episode.Cheers and be well.  Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Welcome back to Real Talk with Life After Grief Chris.  We have made it to Season 6 with a tremendous amount of support.  This season is all about Trauma.On the heels of releasing a lot of information at the tail end of Season 5, I thought a natural extension would be a deep dive into trauma.  As trauma can very emotional and triggering, I am going to be very thoughtful as to any potential guests as I do not want to place on unfair burden on their journey.I will share my own experiences and speak in generalities relating to the experience of others.  My hope is that I lay a path for folks experiencing trauma to get the support they need.As always, I will relate these experiences back to finance.  I mentioned the American Psychological Association in the podcast as a reference to exploring and understanding trauma.   https://www.apa.org/topics/traumaHere is a direct quoted explaining trauma in detail.    "Trauma is an emotional response to a terrible event like an accident, rape, or natural disaster. Immediately after the event, shock and denial are typical. Longer term reactions include unpredictable emotions, flashbacks, strained relationships, and even physical symptoms like headaches or nausea.While these feelings are normal, some people have difficulty moving on with their lives. Psychologists can help them find constructive ways of managing their emotions."This quote sums up my personal experience with trauma.  I also find this to be a relatable explanation for many others.    See you on the next episode.Cheers and be well.  #traumarecovery #traumahealing #SuperSurvivor  #childabuse #therapy #healingjourney #healingtrauma #FinancialPlanning #FinancialAdvisorSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In today's episode I want to talk about trauma therapy.  Specifically, one that I have experienced called EMDR.  EMDR is short for Eye Movement Desensitization Reprocessing.Let me describe EMDR is laymen's terms.  Imagine  walking past a grassy area and have no emotional response.  Imagine, I walk by that same grassy area and my heart begins to race, I get anxious, I start to get very nervous, my mind starts racing and I start sweating.  To further extend this example -  imagine I was traumatized in a grassy area, assaulted, overt act of racism, accident, act of war, catastrophe, death, etc.  Now you can begin to understand why I (anyone) would be triggered by walking by a grassy area.  The effects of trauma evoke an uncontrolled emotional response unless there is a system in which to process those memories safely, with an outside perspective and desensitized.  I am not a therapist and cannot recommend any type of therapy.  I can tell you about my experience and how I have been enriched.  I can tell you that seeking a professional helps for any traumatic life experience.  Here is the link mentioned in the podcast  Cleveland Clinic EMDRI am an an open book at this juncture and realize that I open the door to talk about the things that may be holding others back from progressing.  I hope you enjoy this episode.  Cheers!!#traumatherapy #EMDR #traumahelp #traumaSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Depression is a subject not often talked about by men.  In this episode, I will talk about my experience with depression.  I also talk about how I identified periods in my life where I experienced depression.  With a ton of support and resources at my fingertips, I have a steady flow of positivity that helps me deal with extreme hardship and trauma.  You will hear ongoing habits that I have instilled to help me avoid emotional pitfalls that can lead to depression.  Here are a few of the resources I mentioned on the show:National Institute of Mental Health -- https://www.nimh.nih.gov/Self Care Wheel -- https://olgaphoenix.com/self-care-wheel/I hope you like this episode.  Please feel free to pass this, and any previous episode, on to your friends and family members. Cheers and be well!Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Allow me to Re-Introduce myself..... I have been leading up to some very traumatic stuff that has happened in  life. I thought that I should lead up to the next podcast (where I fully disclose) with my initial  introduction before I could no longer hide what transpired.  Below is what I used to introduce myself on my inaugural podcast. I am  both a financial planner to clients and consultant to other financial planners. I help clients and advisors navigate grief by providing deep insight into what grief is and how to navigate  financial matters after the death of a loved one.In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTIFIED FINANCIAL PLANNER™ to better help families in need.  Shortly after starting my own financial planning firm, Life After Grief Financial Planning® I was compelled to start Life After Grief Consulting®.  Through my consulting practice I teach advisors how to navigate client grief to help them move through financial and emotional grief without damaging their professional relationships.  In 2021, I became a Certified Financial Transitionist® to complete my personal and professional experience with formal education and scientific theory.   My personal experiences and knowledge of grief and loss of loved ones helps me to understand and assist families enduring similar situations. I've helped over 400 families navigate many financial issues and life circumstances such as grieving loss of loved ones.If you are griever or anyone at all looking for help with your personal situation go to lifeaftergrieffp.com. If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com.  Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Coming on the heels of the first of a 3 part mini-series.  In last week's episode, I shared a surprise that would lead me down a dark path of discovery, highlighting significant traumas early in my life.  I've been told that my willingness to share will help others. If you are wondering if I received help dealing with these traumas----the answer is yes.  As I advise anyone of my grieving clients to seek the guidance of a trained professional, I did the same.In the spirit of the Super Survivor theme of this season, I have managed to change the trajectory of my life and those who come after me.   Cheers and be well.  #traumarecovery #traumahealing #SuperSurvivor #ChildAbusePreventionMonth #childabuse #therapy #healingjourney #healingtrauma #FinancialPlanning #FinancialAdvisorSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

I have been leading up to some heavy stuff this season.  I have also been told that my willingness to share my experiences with trauma could ultimately help others with theirs.  I am opening up about some of the traumas of my past.  Infidelity and Child Abuse are often taboo topics.  Unfortunately, I have trauma from both as they overlapped most of my life.  Take listen to my story.  If it resonates, I hope it helps you.  If you know someone that experiences any part of my story, please share.  This type of trauma is often bottled up and not dealt with and can have lasting effects on someone's life as well as the intimate relationships they attempt to foster.  If you like this podcast, please feel free to pass this on to your friends, family members and colleagues. Cheers!  See you on the next episode. #traumarecovery #traumahealing #SuperSurvivor #ChildAbusePreventionMonth #childabuse #therapy #healingjourney #healingtrauma #FinancialPlanning #FinancialAdvisorSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Today I had the extreme pleasure of interviewing and learning from Megan Kopka, CFP®, CRPC®.  Megan is wonderful financial planner with a ton of experience in both life and career.  Megan is also a widow who had the daunting experience of being a caregiver for her husband, while raising two children.  Her ability to not only make it through the experience, but to help others in their journey, is truly remarkable.  I am honored to learn from her.  Megan mentions a wonderful organization on the program, Inheritance of Hope   Inheritance of hope  seeks to bring a community of support to  families facing ALS, cancer, or other life-threatening illness of a parent who would normally feel alone in their journey.  This organization was instrumental in helping Megan and her family through their journey.  Through our conversation you will understand why Megan is a Super Survivor as she used her experience with tragedy to help others.  Megan can be reached through her website Kopkafinancial.com.  If you like this podcast, please feel free to pass this on to your friends, family members and colleagues. Cheers!  See you on the next episode.   Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In today's episode I talk about grief reminders.  I want to be clear that grief reminders are different than grief triggers.I explore the technical definition by the Mayo Clinic.I also use a personal example of a grief reminder that I recently experienced.I also mention free resources for Grief Trigger support.If you like this episode, please free to pass this along to any friends, family members & colleagues.Cheers!See you on the next episode.  Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In today's episode I have the distinct pleasure of RE-Introducing Carolyn Moor.  Although she needs no introduction, Carolyn was the first to introduce me to the idea of Super Survivors.  She is well known as the founder and director of the Modern Widows Club.Today, I have the honor of picking Carolyn's brain in terms of what made her a Super Survivor.  We focus on 4 main areas:Choose Life:  live for the future, not in the pastReach out:  connect with other survivors—or in Carolyn's case create a forum of your own connectionsGet Moving:  set goals and take actionGive Back:  service and acts of kindness empower the survivor to be an asset rather than a victimCarolyn and I speak a lot about a book I referenced earlier in the season. -Resilience: The Science of Mastering Life's Greatest Challenges by Steven M. Southwick & Dennis S. Charney. I would be remiss if I did not mention Carolyn's book,  Legendary windows Stories  of Legacy  by Carolyn Moor and the Modern Widows Club.  Please note all proceeds benefit the Modern Widows Club.If you like this podcast, please feel free to pass this on to your friends, family members or colleagues. Cheers!  See you on the next episode. Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

Super Survivors Volunteer! Super Survivors Volunteer!! Super Survivors Volunteer!!!  I have spoken in previous podcasts about the power of volunteering.  In this podcast I talk about 10 definitive benefits of volunteering.  Furthermore, Super Survivors embrace volunteering in the format of striving to help others.  Here are the 10 benefits mentioned above:1. Provides you with a sense of purposeYou may be able to find your purpose through volunteering and becoming part of something greater than yourself.  For instance, if you're retired, unexpectedly unemployed or have lost a loved one, helping others can give your life new meaning and keep you mentally stimulated.2. Provides a sense of communityVolunteering can help you feel connected to those you are helping in the community. 3. Helps you meet new friendsVolunteering is a great way to meet new friends as well as strengthen existing connections with friends, family or coworkers. 4. Increases your social skillsVolunteering gives you a chance to talk to new people and sharpen your social skills.5. Improves self-esteemVolunteering may boost your self-esteem and self-confidence.6. Teaches you valuable skillsThe training and hands-on experience you gain while volunteering can help you learn new skills as well as build upon ones you already have. 7. Provides job prospectsAlong with acquiring valuable skills and experience, you may also meet people while volunteering who can become your mentors or at least a part of your professional social network. 8. Brings fun into your lifeMany people use volunteering as a way to pursue their hobbies while making a difference. 9. Can help you be happierIt often feels good to contribute to projects and organizations that mean something to you. These good feelings can help lessen the effects of stress, anger or anxiety in your life. 10. Gets you out of your comfort zoneThrough volunteer work, you may overcome the personal challenges of leaving your comfort zone and doing something new with people you may not know. You may be faced with various problems to solve as a volunteer that require you to exercise critical thinking skills that aid your own personal development.I found the information on the aforementioned steps above from the indeed.com website.  For more information, please see the link below. https://www.indeed.com/career-advice/career-development/ If you like this podcast, please feel free to pass this on to your friends, family members or colleagues. Cheers!  See you on the next episode. Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In this final episode of season 5, I interview my brother, Mike.  His experiences coupled with mine bring our shared experience full circle.  Forgiveness is the key.  Looking at the bright side of life does make things better.  We survived with a lot of trauma along the way.  Our hope is that by talking about the hard stuff, it allows just one other person the ability to change the trajectory of their life.Please feel free to share this episode with anyone you think could benefit.  This is the last episode of Season 5.  We will be back after the New Year.  Cheers!   #traumarecovery #traumahealing #SuperSurvivor #ChildAbusePreventionMonth #childabuse #therapy #healingjourney #healingtrauma #FinancialPlanning #FinancialAdvisorSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In this episode we explore Brain Fog.  Simply stated, Brain Fog is the brain's way of protecting itself.Brain Fog  clouds memory function during times of grief, trauma or extreme stress.   Specifically, concentration and  mental acuity are affected.  I noted having a hard time juggling normal tasks without feeling overwhelmed.  I also seemed to forget things with regularity until the brain fog passed.  In my travels and seeking guidance from professionals, I have come across a very good tool which helped me navigate through the brain fog much quicker.  The tool is called the Self Care Wheel.  During times of grief and trauma many people forget or lose sight of the things that keep them fully functional like sleep, exercise, going to church, hanging out with friends/family, meditation, etc.  The Self Care Wheel is a simple reminder of things that keep you grounded and functioning normally.  I have also found refocusing with the Self Care Wheel reduces the effects of memory fog.  Here is the link https://olgaphoenix.com/self-care-wheel/As indicated on the show, here is a link that explains all about brain fog.....https://balancedwheel.co.uk/can-grief-cause-brain-fog/Cheers and see you on the next episode.  #brainfog #finanicialplanning #selfcare #emotionalintelligenceIf you like the show, please feel free to pass this or any other episode along to any friends, family members or colleagues.  Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In today's podcast I have the distinct pleasure of interviewing Lisa McFarland.  If you recall I interviewed Lisa in Season 3.  Lisa is a mother who has thrived through significant grief from child loss, divorce and caring for a special needs child. In our conversation today, we talk at length about her uncanny ability to become a Super Survivor. During her explanation you will understand the four areas in which Lisa has transitioned from a resilient survivor to Super Survivor.Lisa has decided to :1.  Choose Life:  live for the future, not in the past 2.  Reach out: connect with other survivors3.  Get Moving: set goals and take action4.  Give Back: service and acts of kindness empower the survivor to be an asset rather than a victim Lisa also has three dynamic resources: 1. The Healing Path Podcast   2. Rooted in Connection Blog   3. Scars 2 Medals Online GroupYou can learn more about Lisa and how she helps others at her website ~ www.lisamcfarland.comI was delighted to have Lisa on the show today.  If you like this episode, please feel free to subscribe on Apple Podcasts, Spotify or wherever you listen to podcasts.Please feel free to pass this podcast on to any friends, family members or colleagues.#childloss #grief #griefjourneySupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

I am pleased to introduce Super Survivor Donna Kendrick.  Donna was widowed in 2013.  Remarkably, she made Super Survivor status in her plight to make life easier for other widows after her own experience.  Donna found life after grief when she found new love and remarried in 2022.  She now enjoys an expanded family with six children. Donna focuses on helping families in transition.  Donna has many resources available including her podcast,  Widow Wisdom and Wealth.  She has a very intriguing financial biases survey, which has extended downloads available.  She also delivers tremendous value through her blog.Donna and her tremendous resources can be found at https://sephtonfinancial.com.Donna is a star and I was happy to have her on the show. Thank you for listening and supporting the show.  #supersurvivor #resilience #resiliency #newlife #finanicialplanning #financialtransitionist #financialtransitionSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

This episode is all about Super Survivors. A Super Survivor is an individual that faces tragedy head on, turns it on its head and makes use of the tragedy in a manner that helps others.  I talk about a book, which I will refer to periodically this season---Resilience: The Science of Mastering Life's Greatest Challenges by Steven M. Southwick & Dennis S. Charney.On Page 230 we dive into what sets a Super Survivor apart from someone who is resilient alone.A Super Survivor:1.  Faces Facts:  accepts what has happened2.  Chooses Life:  lives for the future and not the past3.  Reaches Out:  connects with other survivors4.  Gets Moving:  set goals and takes actionI use myself as an example throughout this episode as I display many qualities described above.  Super Survivors are  outstanding individuals who have used the experience of a traumatic event(s) to reshape the future of someone else.  How cool is that? Thank you for listening and supporting the show.  #Supersurvivor  #resilience #resiliency #newlife #finanicialplanning #financialtransitionist #financialtransitionSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

As we begin Season 5 with a bang, I have encountered so many strong, enduring and growth minded folks.  In this episode I speak about Resilience.  The power of resilience can be inherited and/or acquired.  In my case, I gained resilience through a combination of both.  Throughout this season you will hear me bring up the concept of Super Survivor.  I was fortunate to be introduced both to the idea and some pretty dynamic Super Survivors.  Some of the Super Survivor we meet have fought through financial despair to find joy in life again.    In my research, I learned that I am also a Super Survivor.For this episode, I have decided to lay the groundwork for Resiliency first.  Focus on the PositiveCultivate Positive ThoughtsInterpret Events PositivelyBehave PositivelyHere is one last tip on the power of resiliency. It takes practice.  Here is a resourceful website on building your resiliency.Thank you for listening and supporting the show.  Cheers!#resilience  #SuperSurvivor #financialplanningSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In the final episode of Season 4, I would like to extend my complete gratitude to all guests, listeners and supporters of the podcast. In my wildest dreams, I  would never have  imagined that my experience, let alone my podcast, would be able to touch so many folks.  I have been told over and over that my podcast has given life, eased the burden, provided perspective and renewed faith in the lives of so many.In this episode, I highlight some of the most popular guests from my four seasons.  I also liken my guest conversations to some of my own life experiences.  I have been truly blessed with having positive and supportive people around me.Thank you, Carolyn Moore (Modern Widows Club), Coach Cindy Richardson (Colonial High School) and Mike Jackson (LPT Realty) for being some of my most popular guests from the past seasons.  I would also like to thank the powerful ladies who have pushed me to  stretch outside of my comfort zone.  Thank you for listening and supporting the show.  Please note that this will be the last episode for Season 4 and we will return during the summer of 2023.  Cheers!#gratitude #financialplanning  Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In today's episode, I have an awe inspiring guest. Please meet Kathi Balasek, MA. Kathi is an educator, grief literacy communication coach, corporate consultant, university lecturer, speaker, podcast host, and widow advocate. She teaches professionals how to improve their grief literacy communication skills to best serve bereaved clients.I asked Kathi to be on the podcast, not only for her accolades, but for the compassion she brings to others during a major transition of widowhood. Kathi truly has a gift that she has decided to bestow on others.  I was very fortunate to have met Kathi as she is very sought after and recognizable for the work she does.  During the show, I was voraciously taking notes on the wisdom she bestowed on me. Kathi noted three very important take-aways, which helped her grief journey as a widow beginning 15 years ago:1.  Begin grief counseling first --put your money here as it will be used to help you process your grief.  Note there are plenty of free grief counseling resources.2.  Work on yourself --emotionally, spiritually and physically - create a nurture rich environment through positive people in your life.  You have to put the work in to progress through your grief.3.  Ask for help --surround yourself with great professionals through recommendations from friends and family members who care for and love you.Kathi's resilience as well as her humility is palatable & I was very inspired after our interview.Please note that Kathi can be reached via her website https://www.kathibalasek.com/, on LinkedIn, Twitter, Instagram and YouTube  https://www.kathibalasek.com/Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In this week's episode I talk about my experience with Meningitis and the financial impact to my family.  I was in the hospital for 7 days as a child and the financial impact on my family was real. My mother was always a saver and put funds away for rainy days. #Saving #financialawareness #emergencyfunds Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In today's episode, I am reaching across the globe. I am excited to interview a like minded financial professional all the way from South Africa. Please meet Louis Van Der Merwe.  Louis  a fellow Certified Financial Transitionist® and CERTIFIED FINANCIAL PLANNER®, Podcaster, Financial Planner, husband and  father.Louis is unique in his practice as he specializes in working with clients who lost parents through death or divorce.  Louis is a family man—happily married and has a young daughter---He also loves the outside.Louis is a breath of fresh air as I have come to realize that there also financial planners around the globe who also focus on the emotional aspect of finance. Louis is great at what he does and does great work for so many folks in need.  For more about Louis and the great work he does, please follow him here---www.louiscfp.comPlease feel free to pass this podcast on to any friends, family members or colleagues.  Please also feel free to subscribe on Apple Podcasts, Google Podcasts or wherever you listen to podcasts.   #surroundingyourselfwithgoodpeople #mentoring #mentorship #positivity Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In this week's episode, I am delighted to meet and introduce a marvelous lady with a ton of wisdom, perspective and life experience. Please meet Liz Snyder, CFP®.  Liz is a former therapist, turned financial planner. I love her gentle disposition and the way she helps clients, unlike any other financial planner I have met.  Liz really dives deep with her clients, understanding how their emotions impact financial decisions. She goes well beyond simple financial matters.Liz also made reference to a terrific organization that helps children who have lost a parent https://www.our-treehouse.org/You can find more about Liz and her firm at https://www.trailfp.com/Did you know you can Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening!Please feel free to pass this podcast on to friends, family members or colleagues.Please also feel free to subscribe on Apple Podcasts, Google Podcasts or wherever you listen to podcasts.   #surroundingyourselfwithgoodpeople #mentoring #mentorship #positivity Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In today's episode, I have the distinct pleasure of introducing Carolyn Moor. Carolyn needs no introduction as she is very well known even before this podcast. She is the founder and director of the Modern Widows Club.Carolyn's  organization grew out of 11 years of widowhood and the figuring out of resources on her own. Since 2011 her organization is known worldwide and helps widows immensely. Her website is https://modernwidowsclub.org/.  This organization helps to transform grief after loss into a positive, purposeful future while embracing your (widow's) own strength and courage. Basically, widows are helping and mentoring other widows. Carolyn is a very accomplished and a sought after writer, speaker, woman of the year and the list goes on. More importantly she is a mother who raised two daughters on her own after the death of her husband in 2000. I wanted to highlight her organization because of not only Carolyn's passion, but the tremendous good it brings to widows around the world.Her organization has too many resources to list, but here are a few:  Modern Widows Club https://modernwidowsclub.orgWidow Empowerment School of Thought- courses/ webinars/ videos https://courses.modernwidowsclub.orgMWC Events https://modernwidowsclub.org/hope/eventsMWC Community https://modernwidowsclub.org/communitiesMWC Activities and Clubs https://modernwidowsclub.org/grow-resourcesMWC Shop & HOPE Gift Box for Widows https://modernwidowsclub.org/shopEmail: support@modernwidowsclub.orgCall: 844-4- A WIDOWRoss Marino Event in San Antonio - SHIFT Human First Financial Guidance Conference https://humanfirst.liveI was very lucky to be introduced to Carolyn and strongly support and recommend her organization.  I hope you enjoy the amazing conversation we had.Did you know you can Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening!Please feel free to pass this podcast on to friends, family members or colleagues.Please also feel free to subscribe on Apple Podcasts, Google Podcasts or wherever you listen to podcasts.  #modernwidowsclub #surroundingyourselfwithgoodpeople #mentoring #mentorship #positivity Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

You heard that right!!! Hamsters and Grief. In this episode I speak about the opportunity cost of having a hamster in terms of children bearing the responsibility of caring for a living creature.  The opportunity cost for my son to learn responsibility the hard way after losing Otis, the hamster, twice was roughly $1000. The experience was priceless. Luckily for us, Otis has 9 lives. The USDA estimates the true cost of raising a child in 2022 is between $15,438 and    $17,345. That amount equates to a few great family vacations. In terms of Otis,  he blew through the USDA estimates as he was lost two times. However, the money spent was well worth the life lessons my son learned.  Thanks for listening!Please feel free to pass this podcast on to friends, family members or colleagues.Please also feel free to subscribe on Apple Podcasts, Google Podcasts or wherever you listen to podcasts.  #surroundingyourselfwithgoodpeople #mentoring #mentorship #positivity #missiondrivenSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

On the heels of an amazing episode with Carolyn Moor of the Modern Widows club, I thought it would be appropriate to share Financial Steps for Widows. I break the steps into Emotional and Technical (Financial).Emotional.... As emotions drive decision making, I encourage all grievers to give themselves space to breathe. Let your emotions out.  They are normal.  Surround yourself with positive people and positive energy.  Know your grief counseling status.Financial....Connect with your Financial Planner--I am usually the first point of contact and connect all other professionals, so my client can focus on healing.Connect with your estate planner.Handle all arrangements.Legal documentation--I provide the framework.Notifying government agencies-I assist.Canceling credit cards and Driver's license--I assist.Listen to find more.As a side note, my clients contact me first as I provide a safe space for them to simply grieve. I do that by ensuring them I will take care of the financial aspect and by taking as much as possible off their place. I take the stress out of the unknown as I provide a process to take care of financial matters. Thanks for listening! Did you know you can Help Us Continue Making Awesome Content for Listeners Affected by Grief!  I will give a shout out to any listeners who supports us, in a future episode.  Please feel free to pass this podcast on to friends, family members or colleagues.Please also feel free to subscribe on Apple Podcasts, Google Podcasts or wherever you listen to podcasts.  #modernwidowsclub #surroundingyourselfwithgoodpeople #mentoring #mentorship #positivity CheersSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In this week's episode I touch on a subject matter not broadly discussed--Sibling Loss.I discuss this subject from the point of view of my own children and that of two dear friends who have also lost a child.This is a sensitive topic, which forced me out of my comfort zone. Through my discovery, there are clear signs siblings display during their struggles with grief. I located a fantastic website that discussed in detail the signs and impact on a sibling who has lost a brother or sister. Please note that this website is limited to supporting children ages 3-8, however, the advice is impactful for children of all ages.   https://raisingchildren.net.au/school-age/connecting-communicating/tough-topics/sibling-death-supporting-children-3-8-yearsI also discuss ways that parents can identify and help their children through a tragic loss.  I discuss the financial impact and have received a lot of questions regarding life insurance on children. My advice is that everyone's situation is different and to speak to your financial planner.    Did you know you can Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening!Please feel free to pass this podcast on to friends, family members or colleagues.Please also feel free to subscribe on Apple Podcasts, Google Podcasts or wherever you listen to podcasts.  #helpingchildreningrief  #surroundingyourselfwithgoodpeople #mentoring #mentorship #positivity #siblinglossDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!  Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In today's episode I dig headfirst into a very sensitive topic -- Marriage and Child Loss.I wanted to start out the podcast with a powerful resource for any parent facing child loss.https://marriagemissions.com/childs-death-changes-everything/ I also wanted to provide a list of tips from the resource above.You Become Different People after Child LossWork together in griefMost Couples Worry -- allow spaceHistory Together is importantDetermination to Stay TogetherYou'll Grieve Differently -- know and understand thatGrace for Different Paces of Grieving -- allow each other spaceOutward Emotions Can Be DifferentDifferent Wants and Emotions during griefThere is No One Way to GriefDeaths Dealt with in the PastUndermining Difficulties -- financial, dependency, stress, etc.Some Struggle in Their Relationship and Some Don'tFinancial ImpactI understand this is a sensitive topic and wanted to provide powerful insight and resources to folks who may be going at the process alone.I hope you liked this episode. Please feel free to pass this podcast on to any friends, family members or colleagues.  Please also feel free to subscribe on Apple Podcasts, Google Podcasts or wherever you listen to podcasts.  #surroundingyourselfwithgoodpeople #mentoring #mentorship #positivity Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

I have the pleasure of introducing Season 4 with a rockstar. Please meet Brian Thompson, JD, CFP®  of Brian Thompson Financial (BTF). He is a CERTIFIED FINANCIAL PLANNER™ and tax attorney.  Brian runs a truly unique firm, but I will get to that in a bit.Brian and I have both struggled as African American brothers in the financial industry. We have both persevered and achieved happiness in our own lives, which has translated to success for the clients we serve.Brian and I dig deep into our personal struggles and how it has affected us equally, as well as differently, while growing our financial practices. We also demonstrate a brotherhood that holds each other accountable. On a side note, our struggles have brought on a financial acuity that cannot be learned in any one book.Now more about Brian and his awesome firm...BTF focuses on helping a new generation of LGBTQ+, mission-driven entrepreneurs living fulfilling lives both professionally and personally. He and his firm do this by abiding by four core business values.During this episode we go through Brian's core values, which truly embody the business he runs, life decisions, happiness and the lessons he has learned along the way:Lead by example: We take care of ourselves physically, mentally, and spiritually to be the best we can in serving our clients and show them by example what living a fulfilling life looks like.Choose Courage: We embrace our uniqueness and dare to be who we are in the face of uncertainty, discomfort, risk, and emotional exposure.  Belonging in this firm doesn't require you to change who you are but to be who you are.Listen Deeply & Speak with Care: We come to each conversation with an open mind rather than the “right answer.” We tell the whole truth to ourselves, our clients, and each other.Appreciate all that we have: Rather than focus on extraordinary moments, we appreciate the everyday joy of showing up for our clients and helping make their lives better.We can all learn by Brian's core values.Thanks for listening!#surroundingyourselfwithgoodpeople #mentoring #mentorship #positivity #missiondrivenSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In this week's episode, I have the pleasure of introducing a fellow griever and financial planner. Meet Dillon Cobb of Simply Human Advisors. Dillon's firm was born out of the tragic loss of his best friend. The loss was tragic and affected two families deeply with many repercussions. Simply listening to his story brought tears to my eyes. Dillon has a passion for helping others around him with a bit of southern charm. Once you hear him, you will understand his southern charm.  Dillon is a God-fearing man. He is also a dedicated husband, father and friend.  To learn more about Dillon and the work he does take a look at his site----https://www.simplyhumanadvisors.com/#Simplyhumanadvisors #tragicloss #financialplannerSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In week's episode, I have a special guest who has come from some very humble beginnings.  Meet Elizabeth Ramos, MBA.  Liz also holds a Master of Science in Management and Leadership.  Liz is also a Certified Master Financial Coach.  On today's episode Liz talks about her own struggles as a single mother amassing huge amounts of debt in order to support her and her son.  Her story is both unique and inspirational as she describes the emotional rollercoaster debt has brought her.  She has made the transition to the other side of massive debt in which she lives a much more peaceful life.  Liz's relatable story is a gift that helps her help many folks in similar situations.   Liz also  has a gift of tranquility when helping people through their emotional struggles with debt.For more information, please check out Liz's website https://elizabethramos.coach.If you like this episode, please feel free to subscribe on Apple Podcasts, Spotify or where you listen to podcasts.Please feel free to pass this podcast on to any friends, family members or colleagues. #debt #getoutofdebt #survivingdebt #financialhelp