"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.
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...
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!), ...
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...
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...
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...
In this week's episode, I answer financial questions for middle school students.
1. "Does everyone need a budget?".... Everyone needs a budget to make sure you have more money coming in versus going out.
2. "How do I make money now?".... Odd jobs, tutoring, mowing lawns, dog walking, car washer, yard work, assistant, etc.
3. "What leads to making more money later?&qu...
This week's episode is all about teaching kids good money habits. In this episode, I use personal examples of things I have learned and implemented with my own boys to build good money habits. I also explain many ways to teach kids about money.
--- Pay Yourself First
--- Count Your Money
--- Stuff Costs Money
--- Talk About Money
--- Delayed Gratification
--- Giving
--- Commis...
Today I had an awe-inspiring conversation with college student, Adam Delisle. Adam lost his father at the age of sixteen. He also witnessed his mother and family picking up the pieces during his formative years. The financial impact made a lasting impression on Adam.
Adam approached me due to the unique nature of my firm. He is very outgoing and had the courage to reach out and ask questions to push himself ...
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...
Today's podcast is with SuperStar US Naval Academy Student, Maddox D. Maddox challenges me with real life questions facing college students aspiring to transition to careers after college. He also asks great questions pertaining to any young adult, who has recently transitioned from high school to college.
Maddox's parlay into the the US Naval Academy is no easy feat. The US Naval Academy has an ac...
Today I had the pleasure of interviewing High School Student/Athlete Luka D. Luka is also known as my godson and nephew. Luka came to me about a year ago and asked why I have not interviewed any young folks on the podcast about their questions about finance. Well, I decided to bring his question to life. Luka is wise beyond his years as you will see by his questions and methodical process on the podcast.
I...
We are back for another wonderful season of Real Talk with Life After Grief Chris. The opening of Season 7 is all about teenagers and college students asking financial questions. During Season 6, I was probed by some very curious high schoolers and college students to answer financial questions, which are important to up and coming full-fledged adults.
This was really fun for me as it took me back to my hi...
In the final episode of Season 6, I bring a life of trauma full circle. I talk about being grateful in spite of all that life has thrown my way. The people in my life have carried me to the promise land of Life After Grief. Honorable mention includes: my wife, my sons, Fr. Leo and my family and friends.
We will return in the fall. Have a great summer!
Cheers and Be Well!!
In this week's episode, I have someone who knows all of my podcasts very intimately. Meet Caroline Schafer. She is a friend and also happens to be my podcast editor. Caroline is very similar to many of my podcast listeners through our shared experiences.
We share experience with childhood trauma. We also share experiences through the lens of parental caretaker. Her stories really resonate as she e...
In this week's episode I go into detail about Trauma Response. More specifically, the six trauma responses.
I talk about the details of each response and provide personal examples. I was asked to somewhat normalize the explanation, to help others feel at ease when understanding their trauma responses.
I hope you like this week's episode.
See on next week's episode.
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
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