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

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 oneThe significance of pausing and taking perspective during financial changesThe science behind how our brains react to financial stress and how to manage these reactionsThe importance of having a Certified Financial Transitionist to guide you through major life changesAnd more!Resources:Sudden Money: Managing a Financial WindfallConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Susan Bradley:LinkedIn: Susan BradleyWebsite: Sudden Money InstituteAbout 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.”