The Ripple Effects of Grief: Financial Planning in Uncharted Waters Artwork

Real Talk with Life After Grief Chris

"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.

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Real Talk with Life After Grief Chris

The Ripple Effects of Grief: Financial Planning in Uncharted Waters

May 22, 2025 • Christopher Dale • Season 8 • Episode 1

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The unexpected turns our lives take often reveal the true nature of our work and purpose. As we launch Season 8 of Real Talk with Life After Grief, we're taking a reflective journey through our most impactful conversations while sharing how grief work continues to evolve in surprising ways.

This season represents a special dedication to our most popular episodes, reimagined with video elements and deeper insights. What began as a podcast about helping clients navigate financial matters during grief has expanded into something far more profound. From facilitating difficult family conversations to supporting clients through major life transitions beyond finance, the work continues to evolve in ways I never anticipated when starting this journey.

Among our most requested episodes: conversations about losing a spouse with Daniel Kopp, MA, MS, CFP®, MQFP® preventing grief with Heidi Burnett, transforming debt with Elizabeth Ramos, and powerful discussions with organizations like Modern Widows Club. Each episode reflects our commitment to authentic dialogue about grief's complex relationship with finances and well-being. Recently, my role has expanded in surprising ways – helping a longtime client who can no longer drive after a serious accident, and even being subpoenaed in a legal matter affecting a client. These experiences continually reshape my understanding of what it truly means to support someone through grief.

Join us as we revisit these essential conversations with fresh perspective. Whether you're navigating grief yourself or helping others through it, this season offers valuable insights into the emotional and financial dimensions of life's most challenging transitions. Connect with us at LifeAfterGriefFP.com if you're seeking financial guidance during grief, or LifeAfterGriefConsulting.com if you're an advisor looking to better serve clients in mourning.

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Speaker 1: 0:04

Welcome to Real Talk with Life After Grief Chris, where we talk about relevant issues as it relates to individuals in grief as they navigate finances and the advisors who help them. We help clients in grief navigate financial matters. We also teach advisors how to emotionally and financially work with clients in grief through an unparalleled process. This week's podcast is sponsored by Life After Grief Financial Planning and Life After Grief Consulting.

Speaker 2: 0:36

Hello and welcome to season eight of Real Talk with Life After Grief, chris, and this has been a journey and it's been a little bit of a delay. Getting back to this season, as you can imagine, I've had some more life events. I'll get into that in just a second. This season is kind of a dedication to some of the most popular episodes. I was asked last season if I could do sort of a reboot with some video and some other cool things that I've picked up along the way of my most popular episodes. I had to go back in the vault and I had to put some numbers behind because there's been a lot of episodes. My most popular episode by far is my Real Talk with Life After Grief introductory episode. I find it interesting because it's about me. Second most popular is Life After Losing a Spouse with Daniel Kopp. And the third, which is interesting, it is an episode called Allow Me to Reintroduce Myself and it's a little bit more of a growth episode from my introductory episode after I learned a few more things about myself A conversation with someone who prevents grief, with Heidi Burnett, one of my good friends she calls me her BFF and then another friend of mine, and it is debt survivor turned coach, elizabeth Ramos, and another episode that I did is called how Do I Grieve. Another episode called Complete Gratitude, and this one's a pretty cool one Modern Widows Club with Carolyn Moore. She's a very dynamic lady. And then A Mother's Grief with Lisa McFarland. She has released a book recently that I read. It was a very, very good book that I was able to read and she was gracious to bestow the wisdom upon me. Ten was Ending the Family Feud with my Brother some real life tips and tools. And then actually it was 11, fireside Chat with Student Athlete Luca D. That was last season with my series with some tips for young folks and some of the things I guess since last episode is life would have it, and I find some of these things very interesting.

Speaker 2: 2:58

After I created my business, I never would have thought life, in terms of doing right by clients, you know, circulates and kind of involves me to another level, and so the bread and butter of what I do is I help clients in grief and their transitions with money. However, what I have come to find out and I'll give you a couple of examples is that I had a client that has transitioned from no longer driving anymore and has come to really rely upon me with a lot of things that go beyond finance. I'm happy to do it because he's been a dear friend for probably more than 20 years a dear friend for probably more than 20 years. He just had a medical event that precluded him from driving and he had a serious accident. Thank God he's okay.

Speaker 2: 3:54

Another client of mine in the course of doing business I was subpoenaed for, not by my client but a third party that is, a defendant in a lawsuit that did some nefarious things. I kind of brought light to some of those things and I was subpoenaed for that. It got under my skin because I have to spend some time and energy to do that. But some of those things are above and beyond what I would have initially thought. But it's kind of what I do. I guess I get into real life situations that I can pass on to some other folks. With that being said, I hope you like some of the reboots of some of these episodes and kind of what comes to light. Cheers, be well and see you on the next episode.

Speaker 1: 4:45

Thanks for listening to our podcast. If you are a client and are looking to work directly with Chris and or our firm, head on over to Life After Grief FP. That is Life After Grief FP. The FP is for financial planning. If you are an advisor looking to emotionally and financially work with your client in grief, or if you are a client looking to get your advisor's head in the game, head on over to lifeaftergriefconsultingcom. That is lifeaftergriefconsultingcom. Any related information referenced in this week's podcast will be located here in the podcast section. Thank you.