Real Talk with Life After Grief Chris

Christopher Dale

"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.

Advisor's Guide to Grieving Clients
Jul 18 2022
Advisor's Guide to Grieving Clients
In this week's episode I get to showoff an online education program I built several years ago,  "The Advisor's Guide to Grieving Clients." I built this program as a self-paced tool for advisors and non-financial types. The idea was born and came to fruition as advisors continuously sought me out for my expertise in working with grieving clients. Grieving clients also encouraged me to teach their advisors how to work with them comfortably.I had close friends who gave me a hard time for years after I graduated because I never formally used my elementary education degree.  Well, now I can say I have used my degree to the fullest extent. With a lot of help, time and energy, I designed a program in which I am really proud. The program has 10 lessons, stemming from understanding anyone's grieving style, grief triggers, how to speak to someone in grief, stages of grief, support services, family dynamics, timelines and many more tools and tips. Furthermore, the program is approved for continuing education credit for anyone who is a  CERTIFIED FINANCIAL PLANNER™ .I have also opened up a Facebook Group for anyone who has taken the course in order to create a tight-knit community of folks who want to help others in grief.  Here is a link to the course--Advisor's Guide To Grieving Clients | Life After Grief Consulting  Please feel free to pass this podcast on to any friends, family members or colleagues. Don't forget to subscribe on Apple Podcasts, Spotify or wherever you listen to podcasts.
Setting Healthy Boundaries Before and After Grief
Apr 6 2022
Setting Healthy Boundaries Before and After Grief
In this week's episode I am going to discuss "Setting Healthy Boundaries", both as someone in grief and an advisor helping a client in grief. I am going to draw on my formal training and education as a hospice volunteer with regard to  the area of setting therapeutic boundaries. I am also going to draw on a few personal examples of how I realized my boundaries were becoming violated and how I reacted in the spirit of self preservation.As an individual in grief you many not be as astute as you once were because you are dealing with a traumatic life-altering transition. Through my use of  examples and information, my hope is that you have a baseline of setting healthy therapeutic boundaries.I am also going to leave you with concrete strategies going forward for "Setting Healthy Boundaries."I will provide examples of violating our personal space.I will provide  examples of how an advisor may unknowingly blur the lines of healthy boundaries.I will provide examples of  consequences of poor boundaries.Finally, I will leave you with strategies for maintaining healthy therapeutic boundaries.Thank you for listening.  Thank you to the kind listeners who asked for this very episode titled "Setting Healthy Boundaries."I would love to hear more feedback and suggestions for future episodes.  I would also love to interview more guests.I would love to know how you feel about this and any other episode.  Would you mind leaving me a review on Apple Podcasts or Spodify.If you are a client and need assistance --- LIfeaftergrieffp.comIf you are an advisor and assistance with your clients --- Lifeaftergriefconsulting.com
My Home Was Raided By the Police...
Mar 28 2022
My Home Was Raided By the Police...
In the winter of 2010, I received some alarming calls that my parents' home was being raided by the police. Consequently, I received this news the day I returned from my paternal grandmother's funeral. I had rented the home to older college students (late 20s with their parents' co-signing on the lease). This was a tough situation and long drawn-out. Although this situation was heart wrenching, it reinforced me to have the right team around me. The team for me at that moment in time was:  defense attorney, real estate attorney and deputy sheriff. I use my experience to then educate clients to have the right team around them. In my experience, the right client team is comprised of:  financial planner, insurance advisor, estate planning attorney, banker and accountant. I serve as my client's first point of contact and usually introduce my clients to their right team. I also find client team members who may be unique to their situation, such as the one I described above. I also keep in close contact with my client's team, and in some regards hold them accountable. I also use my experience to educate advisors in the value of having the right team in place for themselves and their clients. I recently had an advisor reach out to me requesting a defense attorney for a client. My job is not to be judgmental, but to serve my clients honestly, fairly and with my fiduciary hat.Thanks for listening.If you are a client and need assistance --- LIfeaftergrieffp.comIf you are an advisor and assistance with your clients --- Lifeaftergriefconsulting.com
A Conversation with Someone Who Prevents Grief--Heidi Burnett
Mar 21 2022
A Conversation with Someone Who Prevents Grief--Heidi Burnett
Have you ever met someone that prevents grief. Well, I have. Let me introduce you to Heidi Burnett. Heidi is the owner and founder of SwimSprout.  SwimSprout’s mission is to  teach students the necessary skills and  confidence to survive an aquatic accident and build a foundation for a lifetime enjoyment of water activities. I was fortunate to meet Heidi a little over 8 years ago when my wife and I were looking for someone to give our sons the necessary skills to survive an aquatic accident. I have heard hundred of stories of swimming accidents where children did  not survive as a result of not having valuable survival skills. My wife and I  did not want to be a statistic. We were both very fortunate that we learned how to swim at an early age. We have also witnessed the grief that comes with an aquatic accident as a result of an extended family member not surviving such a tragedy. As a result of Heidi's success in business, she has reached a point where she can give back.  Most recently, she has donated her time to a charity whose sole mission is to prevent aquatic accidents -The Qwentyn Hunter Luv Foundation.Heidi is a very dynamic lady who is passionate about the great service she provides. I consider Heidi's friendship an honor and a privilege.  To learn more about Heidi, her business and the charity she supports, see her websites.  for listening.To learn more about Life After Grief Financial Planning see Lifeaftergrieffp.comTo learn more about Life After Grief Consulting see Lifeaftergriefconsulting.com
A Conversation with a Financial Planning Pioneer--Susan Bradley!
Mar 7 2022
A Conversation with a Financial Planning Pioneer--Susan Bradley!
In today's episode, I am very humbled and delighted to interview someone whom I both admire and respect, Susan Bradley. Susan led me to a very specific training she created called the Certified Financial Transitionist® (CeFT®).  As I have mentioned in a previous podcast, I was searching for a training that would complete my personal and professional experience.  Susan's training has provided me with scientific theory behind life transitions and in my case, grief. Through Susan's training  I have completed the trifecta of personal experience, professional experience honed with scientific theory to garner tools to help clients with the personal side of money.     Susan is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began almost 22 years ago as a community of practice seeking to better serve their financial planning clients by developing process 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, currently sits on the National Football League’s Players Association’s Financial Education Advisory Board and 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 her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.” It can be found here.If you like this episode, please subscribe to be the first to be notified of any upcoming episodes. Thanks for being part of the community.
Special Conversation with a Trailblazer, Amy Irvine CFP®, EA, MPAS®, CCFC, CDFA®
Feb 23 2022
Special Conversation with a Trailblazer, Amy Irvine CFP®, EA, MPAS®, CCFC, CDFA®
I am so excited to have Amy Irvine on today’s podcast. Amy is well known in the financial arena. She is a trailblazer in the world of finance with a special emphasis on advancing women. We have a crossover podcast where Amy will be interviewing me and I will also interview her. If you don’t know Amy, you know her now. She co-founded the Southern Tier Women's Financial Conference in 2014, which is an annual event with a day of collaboration, networking and financial education for women. She is a very dynamic lady and I am very lucky to have her on today's podcast. Amy is one of the most successful financial planners I know. She is the founder and CEO of her own financial planning firm, Rooted Planning Group. Through this podcast you will gain an understanding of how we met, have helped each other and why we stay engaged to help one another grow. We will talk about things like family communication, guilt, family expectations and some other interesting facts which all relate to grief and finance. We will also discuss her journey through grief as a person and how that grief has shaped her life as a planner. I was very fortunate to have Amy take my course, "The Advisor's Guide to Grieving Clients". She also talks about how the course has helped her and her staff. I hope you enjoy today’s podcast. You can find more information about Amy and her firm at you are a client and need assistance --- LIfeaftergrieffp.comIf you are an advisor and assistance with your clients --- Lifeaftergriefconsulting.com