Sudden Money Insights
Brings you interviews with the industry's leading financial advisors & certified financial transitionists®
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Guest Episodes:
🎧 24 min 43 sec listen
Invest in Women - The Podcast Series
Episode 7: Transitioning Through Life's Challenges with Susan Bradley, CFP®, CeFT®
🎧 48 min 10 sec listen
Susan Bradley and Louis van der Merwe, CFP® CeFT® FPSA®
Episode 86: Susan and Louis discuss why the time is ripe for the financial planning profession to become aware of the human side of life transitions.
🎧 29 min 39 sec listen
Susan Bradley & Allison Berger, CFP® with Financial Symmetry.
Episode 184: How will you handle your retirement Transition?
🎧 32 min 07 sec listen
Pearl Planning - Jacki Roessler, CDFA®& Melissa Fradenburg, CDFA®
Episode 10: The Stages of Divorce Financial Recovery with Susan Bradley, Author, CFP®, CeFT®
Episodes from Sudden Money Insights:
🎧 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 received 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.
