"Helping those in grief (and the advisors who support them) navigate financial matters."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. 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.
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 ...
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 de...
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 dign...
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 comple...
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,...
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 be...
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...
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 a...
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 r...
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 off...
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...
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!), ...
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 h...
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...
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 alo...
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 bette...
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 act...
Ever 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 Account
In 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 individual...
In 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. Mar...
Ultimate 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 electron...
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!
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