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By Susan Bradley Sudden Money Insights
Sudden Money Insights
Podcast

Sudden Money Insights

By Susan Bradley
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Susan Bradley, Author of Sudden Money: Managing a Financial Windfall. Founder of the Sudden Money® Institute (www.suddenmoney.com) began 22 yrs ago as a community of practice seeking to better serve their financial planning clients by developing processes & tools for the personal side of money and for clients going through transitions. She created the Certified Financial Transitionist® (CeFT®) designation, a space for training and certification called the Financial Transitionist® Institute. As seen on NBC’s Nightly News, CNN, NPR, The Wall Street Journal, and The New York Times.

Susan Bradley, Author of Sudden Money: Managing a Financial Windfall. Founder of the Sudden Money® Institute (www.suddenmoney.com) began 22 yrs ago as a community of practice seeking to better serve their financial planning clients by developing processes & tools for the personal side of money and for clients going through transitions. She created the Certified Financial Transitionist® (CeFT®) designation, a space for training and certification called the Financial Transitionist® Institute. As seen on NBC’s Nightly News, CNN, NPR, The Wall Street Journal, and The New York Times.

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Uncovering Hidden Gems - The intersection of Financial Transitions & Financial Therapy with Rick Kahler &...

Episode in Sudden Money Insights
Get connected with Rick Kahler, MS, CFP®, CFT-I™, CeFT®, CIFSP A NAPFA Registered Financial Advisor Certified Financial Therapist – I™ Certified Internal Family Systems SM Practitioner Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: ⁠⁠www.financialtransitionist.com⁠⁠ OR ⁠⁠www.suddenmoney.com⁠⁠ Twitter: ⁠⁠www.twitter.com/suddenmoney⁠⁠ Linkedin: ⁠⁠www.linkedin.com/in/susanbradleycfp⁠⁠ Facebook: ⁠⁠www.facebook.com/financialtransitionist⁠⁠ Instagram: ⁠⁠www.instagram.com/suddenmoneyinsitute⁠
Children and education 2 years
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30:48

Anne Bedinger takes us through the wealth & wellness financial journey.

Episode in Sudden Money Insights
Senior Vice President, Investments Wealth Management Specialist at Raymond James & Associates, Anne Bedinger joins Susan K. Bradley to talk about how she serves clients with wealth & wellness. Connect with Anne Bedinger: LinkedIn: ⁠linkedin.com/in/annebedinger⁠ Website: ⁠http://www.annebedinger.com/⁠ Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: ⁠www.financialtransitionist.com⁠ OR ⁠www.suddenmoney.com⁠ Twitter: ⁠www.twitter.com/suddenmoney⁠ Linkedin: ⁠www.linkedin.com/in/susanbradleycfp⁠ YouTube: ⁠https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw⁠ Facebook: ⁠www.facebook.com/financialtransitionist⁠ Instagram: ⁠www.instagram.com/suddenmoneyinsitute⁠
Children and education 2 years
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28:51

Miriam Whiteley's journey and shift into Financial Planning

Episode in Sudden Money Insights
Financial Advisor, Certified Financial Transitionist, and Founder of LifeCraft Financial Planning Miriam Whiteley joins Susan K. Bradley to talk about how she serves clients undergoing major life transitions. Connect with Miriam: LinkedIn: https://www.linkedin.com/in/miriamwhiteley Twitter: https://twitter.com/mimwit2312 Learn more about LifeCraft Financial Advisors: Website: https://www.lifecraftfp.com LinkedIn: https://www.linkedin.com/company/lifecraft-financial-planning Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com OR www.suddenmoney.com Twitter: www.twitter.com/suddenmoney Linkedin: www.linkedin.com/in/susanbradleycfp YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw Facebook: www.facebook.com/financialtransitionist Instagram: www.instagram.com/suddenmoneyinsitute
Children and education 3 years
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25:30

Lisa Kirchenbauer takes us through the future of transitions.

Episode in Sudden Money Insights
Lisa Kirchenbauer on Sudden Money Insights Hosted by Susan K. Bradley Guest Info: Lisa Kirchenbauer Founder & President - Omega Wealth Management Description: Financial Planner & Certified Financial Transitionist Lisa Kirchenbauer, Founder & President of Omega Wealth Management, joins Susan K. Bradley on this episode of Sudden Money Insights. Connect with Lisa: LinkedIn: https://www.linkedin.com/in/lisaakkirchenbauer Learn more about Omega Wealth Management: LinkedIn: https://www.linkedin.com/company/omega-wealth-management Website: https://www.omegawealthmanagement.com YouTube: https://www.youtube.com/channel/UCos5Uzrq5gLTWFD1il5p95g Facebook: https://www.facebook.com/omegawealthmanagement Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com OR www.suddenmoney.com Twitter: www.twitter.com/suddenmoney Linkedin: www.linkedin.com/in/susanbradleycfp YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw Facebook: www.facebook.com/financialtransitionist Instagram: www.instagram.com/suddenmoneyinsitute
Children and education 3 years
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27:25

Joy Kirsch takes us through the future of a Widow's Journey

Episode in Sudden Money Insights
Joy Kirsch, CFO of Life Changing Events with Merit Financial Advisors, joins Susan K. Bradley on this episode of Sudden Money Insights.   Learn more about becoming a CeFT©: https://financialtransitionist.com Connect with Joy Kirsch: LinkedIn: https://www.linkedin.com/in/joykirsch  Learn more about Merit Financial:  Website: https://www.meritfinancialadvisors.com Twitter: https://twitter.com/meritfinadvisor Learn more about becoming a CeFT: https://www.financialtransitionist.com Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com OR www.suddenmoney.com Twitter: www.twitter.com/suddenmoney Linkedin: www.linkedin.com/in/susanbradleycfp YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw Facebook: www.facebook.com/financialtransitionist Instagram: www.instagram.com/suddenmoneyinsitute
Children and education 3 years
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24:12

Beth Jones & Jennifer McKinley talk about the Human Side of Transition.

Episode in Sudden Money Insights
Financial Tranisitionists Beth Jones & Jennifer McKinley of Third Eye Associates, Ltd. join Susan K. Bradley on this episode of Sudden Money Insights. Learn more about becoming a CeFT©: https://financialtransitionist.com Connect with Beth: https://www.linkedin.com/in/beth-jones-third-eye-associates/ Connect with Jennifer: https://www.linkedin.com/in/jennifer-mckinley-16aa484/ Learn more about becoming a CeFT: https://www.financialtransitionist.com Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com OR www.suddenmoney.com Twitter: www.twitter.com/suddenmoney Linkedin: www.linkedin.com/in/susanbradleycfp YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw Facebook: www.facebook.com/financialtransitionist Instagram: www.instagram.com/suddenmoneyinsitute
Children and education 3 years
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32:29

Laura Barry talks about Why you should become a Financial Transitionist

Episode in Sudden Money Insights
Laura Barry on Sudden Money Insights Hosted by Susan K. Bradley Susan talks with Certified Financial Transitionist Laura Barry, Managing Director with Wealthspire Advisors, about making sure clients feel heard and understood during major life transitions. https://www.wealthspire.com/ https://www.linkedin.com/in/laurabarrycfp/ https://www.linkedin.com/company/wealthspireadvisors/ Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com OR www.suddenmoney.com Twitter: www.twitter.com/suddenmoney Linkedin: www.linkedin.com/in/susanbradleycfp YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw Facebook: www.facebook.com/financialtransitionist Instagram: www.instagram.com/suddenmoneyinsitute
Children and education 3 years
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35:06

Peggy Frye shares her journey Working with Families in Life Transitions

Episode in Sudden Money Insights
Peggy Frye, CFP®, CeFT® on Sudden Money Insights Hosted By Susan K. Bradley  Founder & Managing Member, Glenayr Family Advisors LLC Learn more about Glenayr Family Advisors: Website: http://www.glenayrfamilyadvisors.com/ Connect with Peggy Frye: LinkedIn: https://www.linkedin.com/in/peggy-frye-1597051b/ Learn more about becoming a CeFT: https://www.financialtransitionist.com Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com OR www.suddenmoney.com Twitter: www.twitter.com/suddenmoney Linkedin: www.linkedin.com/in/susanbradleycfp YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw Facebook: www.facebook.com/financialtransitionist Instagram: www.instagram.com/suddenmoneyinsitute
Children and education 3 years
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24:17

Junko Horvath shares her experience in the Financial World

Episode in Sudden Money Insights
Junko Horvath, CEO of Fujiyama Wealth Management, joins Susan K. Bradley on this episode of Sudden Money Insights. Learn more about becoming a CeFT©: https://www.financialtransitionist.com Connect with Junko Horvath: https://www.linkedin.com/company/fujiyama-wealth-management/ Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com OR www.suddenmoney.com Twitter: www.twitter.com/suddenmoney Linkedin: www.linkedin.com/in/susanbradleycfp YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw Facebook: www.facebook.com/financialtransitionist Instagram: www.instagram.com/suddenmoneyinsitute
Children and education 3 years
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25:49

Laura Webb joins us with her Story.

Episode in Sudden Money Insights
Laura Webb joins Susan Bradley on this episode of Sudden Money Insights Learn more about becoming a CeFT©: https://www.financialtransitionist.com  Learn more about Webb Investment Services: https://webbinvestmentservices.com https://www.facebook.com/WebbInvestmentServices Connect with Laura Webb: https://www.linkedin.com/in/laurawebbcfp  https://hertwocentspodcast.com
Children and education 3 years
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27:11

Diane Pearson tells us her story in the Financial World & How she received her CeFT designation.

Episode in Sudden Money Insights
Certified Financial Transitionist Diane Pearson joins Susan K. Bradley on this episode of Sudden Money Insights. Learn more about becoming a CeFT: https://www.financialtransitionist.com  Connect with Diane Pearson (Pearson Financial Planning) https://pearsonfinancialplanning.com  https://www.linkedin.com/in/dianempearson/ https://twitter.com/DianeMPearson https://www.facebook.com/PearsonFinancialPlanning Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com OR www.suddenmoney.com Twitter: www.twitter.com/suddenmoney Linkedin: www.linkedin.com/in/susanbradleycfp YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw Facebook: www.facebook.com/financialtransitionist Instagram: www.instagram.com/suddenmoneyinsitute
Children and education 3 years
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24:17

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

Episode in Sudden Money Insights
Certified Financial Transitionist - Esther Szabo comes on Sudden Money Insights, hosted by Susan K. Bradley. Learn more about the CeFT designation: https://www.financialtransitionist.com Connect with Esther Szabo: https://www.linkedin.com/in/esther-szabo-072bb718/ Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com OR www.suddenmoney.com Twitter: www.twitter.com/suddenmoney Linkedin: www.linkedin.com/in/susanbradleycfp YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw Facebook: www.facebook.com/financialtransitionist Instagram: www.instagram.com/suddenmoneyinsitute
Children and education 4 years
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33:35

Why the Business Owner Space is Important with Josh Patrick

Episode in Sudden Money Insights
Certified Financial Transitionist Josh Patrick comes on Sudden Money Insights, hosted by Susan K. Bradley.  Learn more about the CeFT designation: https://www.financialtransitionist.com Connect with Josh Patrick: https://www.linkedin.com/in/askjoshpatrick/ Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com OR www.suddenmoney.com Twitter: www.twitter.com/suddenmoney Linkedin: www.linkedin.com/in/susanbradleycfp YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw Facebook: www.facebook.com/financialtransitionist Instagram: www.instagram.com/suddenmoneyinsitute
Children and education 4 years
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21:28

How Laura Redfern Stepped into this World of Life Transitions

Episode in Sudden Money Insights
Certified Financial Transitionist Laura Redfern comes on Sudden Money Insights, hosted by Susan K. Bradley. Learn more about he CeFT designation: https://www.financialtransitionist.com/ Connect with Laura Redfern on LinkedIn: https://www.linkedin.com/in/laura-f-redfern-cfp%C2%AE-ceft%C2%AE-a236b52/ Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com OR www.suddenmoney.com Twitter: www.twitter.com/suddenmoney Linkedin: www.linkedin.com/in/susanbradleycfp YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw Facebook: www.facebook.com/financialtransitionist Instagram: www.instagram.com/suddenmoneyinsitute
Children and education 4 years
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23:50

How Linda Cao Started and How She Focused on Women in Life Transitions

Episode in Sudden Money Insights
Certified Financial Transitionist Linda Cao of Silver Oak Wealth Advisors joins Susan K. Bradley on Sudden Money Insights. Connect with Linda Cao & Silver Oak  Website: www.silveroakwa.com Linkedin: www.linkedin.com/company/silver-oak-wealth-advisors-llc Twitter: https://twitter.com/oak_advisors Facebook: https://www.facebook.com/silveroakwa Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com OR www.suddenmoney.com Twitter: www.twitter.com/suddenmoney Linkedin: www.linkedin.com/in/susanbradleycfp YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw Facebook: www.facebook.com/financialtransitionist Instagram: www.instagram.com/suddenmoneyinsitute
Children and education 4 years
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33:51

Why Mariette Tappan Became a Financial Transitionist at Financial Transitionist Institute - A Division of Sudden Money

Episode in Sudden Money Insights
Susan Bradley interviews Mariette Tappan, CFP®, CeFT® on the first episode of Sudden Money Insights! Mariette was the first Certified Financial Transitionist in South Africa. She works to bring the human side of decision-making to financial planning.   Connect With Mariette Tappan: Website: www.mariettetappan.co.za LinkedIn: www.linkedin.com/in/mariette-tappan-cfp%C2%AE-ceft%C2%AE-b6a8136/ Connect with Susan Bradley & Sudden Money: Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute Website: www.financialtransitionist.com OR www.suddenmoney.com Twitter: www.twitter.com/suddenmoney Linkedin: www.linkedin.com/in/susanbradleycfp YouTube: https://www.youtube.com/channel/UCo8k1eNlPsP25hNcXnPbcaw Facebook: www.facebook.com/financialtransitionist Instagram: www.instagram.com/suddenmoneyinsitute
Children and education 4 years
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31:23
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