• Real Talk with Life After Grief Chris

  • 著者： Christopher Dale
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Real Talk with Life After Grief Chris

著者： Christopher Dale
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  • "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.
    © 2024 Real Talk with Life After Grief Chris
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あらすじ・解説

"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.
© 2024 Real Talk with Life After Grief Chris
人間関係 個人ファイナンス 個人的成功 社会科学 経済学
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  • Navigating Life Transitions: Reflections from a Financial Planner

    Navigating Life Transitions: Reflections from a Financial Planner
    2024/12/16

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    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 better assist clients through transitions. I also delve into the techniques and tools I use to help clients navigate these challenging periods, emphasizing communication preferences and managing expectations. Finally, I discuss the concept of a 'bliss list' to envision a fulfilling future post-grief and preview my new venture into video podcasting inspired by my sons. Join me in this heartfelt episode as we explore the emotional side of financial planning.

    Merry Christmas, Happy New Year and Happy Holidays!!!

    Cheers and See you in 2025.

    #financialplanning #lifetransitions


    Support the show

    Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!

    Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

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    15 分
  • Lost loved ones and don't know how to celebrate this holiday season?

    Lost loved ones and don't know how to celebrate this holiday season?
    2024/12/04

    Send us a text

    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 actionable plans, and even opting out of festivities if needed, are viable options for those grieving. The essential element is to honor one's own pace and needs without succumbing to societal expectations.

    Our new episode is here to provide solace and strategies. #GriefSupport #Holidays

    Support the show

    Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!

    Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

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    15 分
  • How I Reclaimed My Identity: A Tale of Trust and Persistence

    How I Reclaimed My Identity: A Tale of Trust and Persistence
    2024/11/20

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    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 individuals, whoever they were, managed to acquire sensitive information about my wife and me. They had everything—our social security numbers, driver's license numbers, addresses, birthdays, and possibly more data we haven't even discovered yet.

    Navigating the Unfamiliar Terrain of Identity Recovery

    The ordeal of reclaiming our identities was far from a straightforward process. It introduced us to a world we never thought we'd have to navigate. The path to resolution was fraught with frustration and learning. On a personal level, the task became a huge learning curve that required around eight to ten painstaking hours to reach a semblance of normalcy. Despite the time commitment, and the stress, the battle to rectify the situation was one worth fighting.

    Lessons Learned and Moving Forward

    Going through such an experience leaves you changed. It teaches the importance of vigilance, reinforces the value of trust, and reminds you not to take your personal security for granted. The road to recovery from a security breach isn't just about fixing mistakes—it's about guarding against them happening again. As we move forward, stronger and wiser, we remain committed to protecting our personal information.

    #DataBreach #IdentityTheft"





    Support the show

    Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!

    Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

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    10 分

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