Real Talk with Life After Grief Chris
"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.
Episodes
A life-limiting diagnosis doesn’t just change a calendar. It scrambles the way people think, decide, and even talk to the ones they love, especially when money and legal choices suddenly feel urgent. We’re joined by Rose Zealand, a CERTIFIED FINANCIAL PLANNER™, Certified Financial Transitionist®, and death doula who’s building a rare kind of support for people facing “dying too soon” and the families around them.<...
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 gro...
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 li...
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 ...
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 ...
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 ha...
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 voic...
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....
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 t...
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 ...
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 di...
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 comp...
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 year...
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 ...
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 ment...
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...
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...
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 o...
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&apos...
Popular Podcasts
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.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
UConn basketball star Azzi Fudd brings her championship swag to iHeart Women’s Sports with Fudd Around and Find Out, a weekly podcast that takes fans along for the ride as Azzi spends her final year of college trying to reclaim the National Championship and prepare to be a first round WNBA draft pick. Ever wonder what it’s like to be a world-class athlete in the public spotlight while still managing schoolwork, friendships and family time? It’s time to Fudd Around and Find Out!
The official podcast of comedian Joe Rogan.
Saskia Inwood woke up one morning, knowing her life would never be the same. The night before, she learned the unimaginable – that the husband she knew in the light of day was a different person after dark. This season unpacks Saskia’s discovery of her husband’s secret life and her fight to bring him to justice. Along the way, we expose a crime that is just coming to light. This is also a story about the myth of the “perfect victim:” who gets believed, who gets doubted, and why. We follow Saskia as she works to reclaim her body, her voice, and her life. If you would like to reach out to the Betrayal Team, email us at betrayalpod@gmail.com. Follow us on Instagram @betrayalpod and @glasspodcasts. Please join our Substack for additional exclusive content, curated book recommendations, and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience, and healing. Your voice matters! Be a part of our Betrayal journey on Substack.