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Money And Mortality
Apr 7, 2026
47m 56s
Who Speaks For You When You Cannot
Mar 27, 2026
36m 32s
When A Client Says Take Care Of It
Mar 16, 2026
22m 49s
My Son Woke Up At 5 A.M. To Practice And It Changed How I Think About Motivation
Mar 12, 2026
8m 49s
Photographing Loss And Planning Legacies With Carter Cundiff
Mar 4, 2026
50m 33s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/7/26 | ![]() Money And Mortality✨ | financial planningmortality+3 | Rose Zealand | — | — | moneymortality+3 | — | 47m 56s | |
| 3/27/26 | ![]() Who Speaks For You When You Cannot | Send us Fan Mail We talk with Maddy Roach of Childfree Trust® about why child-free and permanently childless adults face a different kind of estate planning problem: not paperwork, but finding the right people to legally act when life gets messy. We share how Child Free Trust helps fill the medical POA gap, protects your wishes & reduces the burden that often lands on advisors and friends. • Why the child-free demographic is growing & what it changes in financial planning ... | 36m 32s | ||||||
| 3/16/26 | ![]() When A Client Says Take Care Of It | Send us Fan Mail A client looks at you and says, “Chris, just take care of it.” Sounds simple until the “it” is a medical crisis, an estate plan that can’t wait, a $130,000 hospital bill that should have been covered by insurance, and a sudden decline that forces real decisions in real time. We share the full story of Hugh Breeze, a client I meet in 2004 who wants a straightforward path into retirement and the freedom to live life without a lot of noise. Over nearly two decades, our relation... | 22m 49s | ||||||
| 3/12/26 | ![]() My Son Woke Up At 5 A.M. To Practice And It Changed How I Think About Motivation | Send us Fan Mail He was up at 5 a.m., alone in the dark, running drills before middle school tryouts and he didn’t do it because I pushed him. Watching my son Eli work that hard simply because he loves basketball hit me in a way I didn’t expect, and it forced me to question my own lifelong relationship with motivation. I share a personal story that connects my past to my present: how my early basketball drive was shaped by dysfunction at home and a need to get away, and how a “tribe” of ment... | 8m 49s | ||||||
| 3/4/26 | ![]() Photographing Loss And Planning Legacies With Carter Cundiff | Send us Fan Mail A great interview with Professional Photographer Carter Cundiff of Kate Styles Photography. We explore how grief-focused photography can help honor loved ones, why saying their names matters, and where end-of-life planning meets compassion. Carter shares her practice, shamanic training, and how images become legacy, while we unpack the role of death doulas and the realities of caregiving. • grief-informed portraiture that preserves memory and meaning • intuitive ... | 50m 33s | ||||||
| 2/25/26 | ![]() When Healing Meets Strategy, A Book Finds Its Readers | Send us Fan Mail A quiet truth powers this conversation: writing a book is only half the work—bringing it to the people who need it is the other half. I walk through the path from private pages written for healing to a public launch designed to serve clients in grief and the advisors who guide them. Along the way, I unpack how to ask for help without feeling self-conscious, why a launch team turns readers into advocates, and what happens when gratitude replaces hesitation. Join my launch Team... | 7m 51s | ||||||
| 2/19/26 | ![]() Season 10 Begins: Writing My First Book | Send us Fan Mail I am excited to share my new book Life After Grief: Holding the Numbers with Shaking Hands I have an exclusive invitation for my listeners... Join my book launch team for Life After Grief: Holding the Numbers with Shaking Hands and help bring this message into the world: Launch I kick off Season 10 by sharing the plan to write my first book on grief and financial care, how my publishing partner helped shape my voice, and why new tools can ease the hardest we... | 3m 21s | ||||||
| 9/3/25 | ![]() From Therapy Notes to Author: The Accidental Book Journey | Send us Fan Mail What happens when years of therapeutic writing suddenly resurfaces as the foundation for a transformative book? In this deeply personal episode, Chris reveals his journey into authorship after discovering eight detailed chapters he'd written during trauma therapy years ago—writing he had no memory of creating. The decision to transform these raw materials into a published book wasn't made lightly. After careful consideration and encouragement from those closest to him, Chris... | 16m 06s | ||||||
| 8/26/25 | ![]() Unraveling Family Secrets | Send us Fan Mail Family secrets can shatter our perception of loved ones and force us to reevaluate our entire history when they come to light after death. We explore the devastating discovery of a father's 40-year affair and second family, revealed on the same day as his passing, just months after losing a mother. • Discovery of father's 40-year affair and second family on the day of his death • Being asked to financially support father's mistress and her adult daughter • Finding and readin... | 21m 25s | ||||||
| 8/20/25 | ![]() When Life Breaks You Open: A Financial Planner's Grief Story | Send us Fan Mail What happens when grief becomes not just an event but a lifelong journey that shapes your entire mission? Chris opens his heart in this deeply personal episode, revealing the profound losses that have defined his path. From the moment his mother was diagnosed with breast cancer in 1994 to becoming her caregiver through Alzheimer's, Chris takes listeners through the raw reality of watching both parents decline and ultimately pass away within months of each other. With unflinc... | 19m 33s | ||||||
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| 8/13/25 | ![]() From Advisor to Advocate: The Unexpected Side of Client Care | Send us Fan Mail What happens when financial planning unexpectedly transforms into caregiving? This deeply personal episode explores the real-life experience of navigating the sandwich generation from a financial advisor's perspective. When my 20-year client—a man my father's age—was involved in a serious car accident, our carefully established estate planning documents became the foundation for maintaining his dignity and autonomy during a vulnerable time. The foresight to complete these le... | 15m 27s | ||||||
| 8/6/25 | ![]() Navigating Legal Mediation: A Financial Perspective | Send us Fan Mail Ever received a legal threat and felt that knot in your stomach? Mediation might be the solution you never knew you needed. Drawing from three distinct experiences with legal mediation over two decades, I pull back the curtain on what really happens when legal disputes arise and how the financial implications affect everyone involved. What started with a dishonest contractor who pocketed $2,000 without completing any work evolved into knowledge that has served me—and my clie... | 11m 44s | ||||||
| 7/30/25 | ![]() Smart Money Moves You Should Make as a Teenager | Send us Fan Mail When my 15-year-old godson Luka started peppering me with financial questions at a family gathering, I knew we had the makings of something special. What followed was an authentic, unfiltered conversation that captures the financial curiosity of today's teens and provides straightforward guidance that listeners of any age can apply to their own financial journeys. Luka, already thinking beyond his years, arrives with thoughtful questions about building wealth from a young ag... | 56m 36s | ||||||
| 7/17/25 | ![]() From ICU Nurse to Grief Coach: When Pain Becomes Your Purpose | Send us Fan Mail Grief transforms us in ways we never anticipate - sometimes leading us directly into our life's purpose. Lisa McFarland joins Chris to share her extraordinary journey through child loss and how she discovered unexpected meaning on the other side. After losing her daughter Alexis to a rare genetic bone marrow disease, Lisa took an unusual path: she became a pediatric ICU nurse. This decision marked the beginning of a series of career transitions as she navigated raising her s... | 43m 45s | ||||||
| 7/2/25 | ![]() Legacy of Mentorship: Paying It Forward | Send us Fan Mail Gratitude radiates throughout this season finale as we reflect on the unexpected journey that took a local grief and finances podcast to global impact. What began as a challenging undertaking has evolved into a meaningful platform connecting grieving individuals with resources and community they never knew existed. The transformative power of mentorship takes center stage as I share the story of my own mentor Joe, who provided crucial guidance as a Black male in the financia... | 9m 37s | ||||||
| 6/27/25 | ![]() Financial Questions with PreMed Student Sophia Donovan | Send us Fan Mail 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... | 35m 40s | ||||||
| 6/25/25 | ![]() Widows Mentoring Widows: The Super Survivor Journey | Send us Fan Mail Ever wondered what separates those who merely survive trauma from those who transform it into a force for change? Carolyn Moore, founder of Modern Widows Club, returns to the podcast to introduce us to the concept of the "super survivor" – individuals who don't just overcome personal tragedy but return to create support systems for others walking similar paths. Drawing from the groundbreaking research of Dr. Stephen Southwick (whose book "Resilience: The Science of Mastering... | 25m 05s | ||||||
| 6/18/25 | ![]() Money Matters When Life Breaks Apart | Send us Fan Mail What happens when two financial planners who've experienced profound personal loss meet? They forge a friendship that transforms both their personal healing journeys and professional approaches to helping others through grief. In this vulnerable and insightful conversation, host Chris Dale welcomes fellow financial planner Daniel Kopp, MA, MS, CFP®,MQFP® to share his remarkable journey from Air Force officer to specialist financial planner for widows and widowers. After beco... | 30m 33s | ||||||
| 6/4/25 | ![]() Rebuilding After Financial Collapse: One Woman's Journey | Send us Fan Mail What does the path from financial despair to freedom actually look like? In this deeply personal conversation, Certified Master Financial Coach Elizabeth Ramos reveals her remarkable journey from accumulating $300,000 in debt as a single mother to completely eliminating it—and now helping others do the same. Despite being naturally gifted with money management from childhood (creating budgets at age eight!), Elizabeth found herself spiraling into massive debt after her divor... | 27m 01s | ||||||
| 6/4/25 | ![]() The Guardian Angel: How Heidi Burnett Prevents Grief One Swim Lesson at a Time | Send us Fan Mail A child drowns every day in America. The silence that follows devastates families, communities, and changes lives forever. But what if these tragedies could be prevented? Meet Heidi Burnett, founder of Swim Sprout and a woman on a profound mission to stop drowning before it happens. With drowning being the leading cause of death for children ages 1-4 and claiming 320,000 lives worldwide annually, Heidi's work isn't just teaching swimming—it's literally saving lives. Heidi s... | 42m 11s | ||||||
| 5/28/25 | ![]() Finding Light in Darkness | Send us Fan Mail Chris pulls back the curtain on his deeply personal grief journey in this powerful inaugural episode that sets the foundation for what listeners can expect from "Real Talk with Life After Grief Chris." With remarkable candor, Chris reveals how his life has been shaped by a series of profound losses—beginning with his mother's devastating cancer diagnosis in 1994, through years as her caregiver during her Alzheimer's battle, to losing both parents within months of each o... | 18m 57s | ||||||
| 5/22/25 | ![]() The Ripple Effects of Grief: Financial Planning in Uncharted Waters | Send us Fan Mail The unexpected turns our lives take often reveal the true nature of our work and purpose. As we launch Season 8 of Real Talk with Life After Grief, we're taking a reflective journey through our most impactful conversations while sharing how grief work continues to evolve in surprising ways. This season represents a special dedication to our most popular episodes, reimagined with video elements and deeper insights. What began as a podcast about helping clients navigate financ... | 5m 33s | ||||||
| 5/7/25 | ![]() The Two Faces of Grief | Send us Fan Mail Grief doesn't come with a roadmap, but understanding your natural grieving style can help you navigate the journey. In this revealing episode, host Chris Dale breaks down the two primary approaches to grief: analytical and intuitive. Analytical grievers tend to compartmentalize emotions, focusing on practical tasks while storing feelings away. More common among men, this approach often means going it alone without seeking support. Meanwhile, intuitive grievers process loss t... | 10m 56s | ||||||
| 12/16/24 | ![]() Navigating Life Transitions: Reflections from a Financial Planner | Send us Fan Mail In 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 technique... | 15m 08s | ||||||
| 12/4/24 | ![]() Lost loved ones and don't know how to celebrate this holiday season? | Send us Fan Mail Facing Holidays Without Loved Ones Holidays 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, ... | 14m 43s | ||||||
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