Core Training Course

Sudden Money Insights

Sudden Money Insights brings you interviews with the industry's leading financial advisors & certified financial transitionists®

 

 

LISTEN ON

You’ll also get access to past episodes:

🎧 31 min 23 sec listen

Episode 1: Why Mariette Tappan Became a Financial Transitionist at the Financial Transitionist Institute

🎧 33 min 51 sec listen

Episode 2: How Linda Cao Started and How She Focuses on Women in Life Transitions

🎧 23 min 50 sec listen

Episode 3: How Laura Redfern Stepped into this World of Life Transitions

 

🎧 21 min 28 sec listen

Episode 4: Why the Business Owner Space is Important with Josh Patrick

 

🎧 33 min 35 sec listen

Episode 5: Certified Financial Transitionist Esther Szabo shares her story of her path in Financial Services

🎧 24 min 17 sec listen

Episode 6: Diane Pearson tells us her story in the Financial World & How she recieved her CeFT® designation

Meet the Host

Susan Bradley, CFP®, CeFT®

Founder, The Sudden Money® Institute & Financial Transitionist® Institute 

Author of Sudden Money: Managing A Financial Windfall (Wiley 2000) 

 

As a Certified Financial Planner, Certified Financial Transitionist for 22 years+ and Author, Susan will take you through each episode with passion. She believes everyone goes through the 4 stages of transition and sometimes we all need the right guidance.