Episode Description
In today's episode, we sit down with Susan Bradley, founder of the Sudden Money Institute (SMI) and Financial Transitionist Institute (FTI), and a leader in financial transition planning.
Susan draws a sharp line between change and transition: change is the external event, while transition is the internal adaptation that can take years.
If you’re navigating a major life transition, sudden money event, or a hard choice you cannot unsee, listen through and take notes. Subscribe, share this with someone in a season of change, and leave us a review with the one word guiding your next chapter.
Guest Bio:
Susan Bradley, CFP®, CeFT® the founder of the Sudden Money® Institute which began 24 years ago as a community of practice seeking to better serve their financial planning clients by developing processes and tools for the personal side of money and for clients going through transitions. This Think Tank created the Certified Financial Transitionist® (CeFT®) designation and a division for training and certification called the Financial Transitionist® Institute. Susan has served on the FPA’s National Board of Directors, the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal, and The New York Times.
She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and she is also the recipient of the Insiders Forum Iconoclast Award 2017.
Connect with Susan:
Connect with Theresa and Ivana:
Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants
Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing
SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot