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Smart & Soulful Money   Podcast

®

Episode 16: Susan Bradley
Author of "Sudden Money: Managing a Financial Windfall"
Talks Navigating Change in Money and Life

Episode 16 - Susan Bradley.jpg

Susan is the founder of the Sudden Money® Institute, which began 18 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. 


Susan is the author of “Sudden Money: Managing a Financial Windfall.” Her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.” 
 

She is the recipient of the Insiders Forum Iconoclast Award 2017.

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HIGHLIGHTS

 

  • What is a Sudden Money Experience?

  • How GoFundMe campaigns represent the newer sudden money, and the importance of building a trusted team to handle the windfall experience

  • Susan talks about navigating the opportunity of sudden money as well as the challenges, particularly when someone receives a settlement from a traumatic event.

  • What are the phases of Transition? 

  • Navigating COVID through the lens of transition

  • How does a CeFT® support a client to Shape Change?

  • Susan talks about challenging the SYSTEMS that can be attached to an inheritance, particularly for women, and the importance of asking questions and doing the work of moving forward to create change

 

RESOURCES MENTIONED IN THIS EPISODE

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Connect with Susan & Sudden Money® Institute:  WEBSITE | FACEBOOK | LINKEDIN | TWITTER | INSTAGRAM

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