When Life Changes: Financial Planning for Major Transitions - Susan Bradley (Founder)
About this episode
Susan Bradley discusses the emotional and behavioral aspects of financial planning during major life transitions.
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Susan Bradley, founder of the Sudden Money Institute, creator of the Certified Financial Transitionist (CeFT®) designation, and author of Sudden Money: Managing a Financial Windfall. Susan has spent decades studying what happens when people experience major life transitions involving money. What began as work helping women receiving legal settlements eventually evolved into a career focused on understanding the human side of financial planning and the challenges clients face when life changes suddenly. In this conversation, Susan explains why many financial planning conversations focus heavily on the technical side of change while overlooking the emotional, behavioral, and decision-making challenges that often accompany major life events. Susan also discusses the concept of becoming a client's thinking partner rather than simply their financial expert. She explains how advisors can help clients move through major life changes by providing structure, perspective, and a safe environment for decision-making. Throughout the conversation, Susan challenges advisors to think beyond the technical plan and…
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