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FINANCIAL GUIDANCE
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11 – Life Changes Brought About by Transition

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Susan Bradley, founder of the Sudden Money Institute says, “When life changes, money changes. And when money changes, life changes.”

Having experienced significant life changes herself, Esther Szabo knows firsthand how life changes affect not only your everyday life, but also your finances. Today, Esther explores the link between life changes caused by transitions and finances, and how emotions can affect our decisions.

In this episode, you’ll learn:

  • How money is linked to your emotions
  • How Esther serves as a support network for her clients—and why she has her own support network as well
  • How being a Certified Financial Transitionist® sets Esther apart from traditional financial advisors
  • Why clients’ abilities to define and navigate what is most important to them is pivotal to the planning process
  • And more!

Tune in now to learn how emotions can affect our financial decisions, and how we can better navigate these decisions during times of transition.

Resources: Gates Pass Advisors | 650-797-0280  

 

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Jason Wade

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