Navigating Life's Financial Transitions with Susan Bradley

Wealth Harmony with April Turch, Episode 09

In this episode of Wealth Harmony, April Turch speaks with Susan Bradley, a financial expert and author specializing in change management and financial transitions. Susan is the creator of The Sudden Money® Institute, which focuses on developing processes and tools to help financial professionals and clients manage life's financial transitions.

Tune in to the episode to hear about:

 * The concept of financial transitions and the unique challenges they pose, including how to navigate major life changes with financial implications.

 * Susan Bradley's journey in developing the financial transition model and how it has impacted the financial planning industry globally.

 * Practical advice for managing transitions, including the "Decision-Free Zone" method which helps in categorizing decisions based on urgency and importance.

 * The role of emotional resilience and strategies for maintaining stability during uncertain times.

 * Insights into the cultural and structural changes needed within the financial industry to better support clients through transitions.

Learn more about Susan Bradley:

 * Connect with Susan on LinkedIn: https://www.linkedin.com/in/susanbradleycfp

 * Visit The Sudden Money® Institute’s website: https://www.suddenmoney.com

 * Check out Susan’s podcast, Sudden Money Insights: https://www.financialtransitionist.com/suddenmoneyinsights

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About Wealth Harmony:

Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important. 

Watch more episodes of Wealth Harmony:

 * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU

 * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327

 * Website: https://wolfgroupcapital.com/podcast

Connect and learn more from your host, April Turch:

 * Website: https://wolfgroupcapital.com/

 * LinkedIn: https://www.linkedin.com/in/aprilturch/

 * Email: [e-mail]

 * Facebook: https://www.facebook.com/wolfgroupcapital

DISCLAIMER:

The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.