Navigating Financial Decisions While Grieving the Loss of a Loved One

from Betty's Smart Friends · host Betty Wang

Join Betty as she speaks with Christopher Dale, Certified Financial Planner and Certified Financial Transitionist, about navigating financial decisions during times of grief. Drawing from his own experiences with loss and caregiving, Christopher shares practical guidance on what to do, what to avoid, and how to find support when life changes unexpectedly. This conversation offers reassurance, clarity, and a reminder that you don't have to make important financial decisions alone during difficult seasons. Listen in to learn more from Christopher Dale. Check out the show notes here. RESOURCES: Join Betty in a free consultation call for your financial goals Subscribe to the Betty's Smart Friends YouTube Channel Follow us on Instagram Visit my website for more info Follow us on LinkedIn Please see website for important disclosures: https://bwfinancialplanning.com/disclaimer

Episode metadata supplied by the publisher feed · Published May 12, 2026

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Navigating Financial Decisions While Grieving the Loss of a Loved One

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