Gates Pass Advisor’s own Esther Szabo, CeFT® is a guest on the May 24 episode of the “Sudden Money Insights” podcast.
In this episode, Esther shares with host, Susan Bradley, the story of her path in financial services. You can listen to this episode on Spotify HERE.
Susan is the founder of the Sudden Money® Institute (www.suddenmoney.com), 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®) designation¹, and a division for training and certification called the Financial Transitionist® Institute.
To resonate with her podcast audience, Susan tackles various subjects relating to finances. Esther was invited as a guest speaker to share her experience and knowledge of what it takes to be a good planner. Listening to this episode, we learn of Esther’s turbulent financial upbringing that led her into this field along with tips on how to prioritize your funding to live comfortably for a long time.
Listen to Esther’s episode on “Sudden Money Insights” on Spotify HERE
Learn more about the CeFT® designation HERE
Connect with Esther Szabo HERE
Connect with Susan Bradley & Financial Transitionist Institute – A Division of Sudden Money Institute, website: www.financialtransitionist.com OR www.suddenmoney.com
¹Esther Szabo is a CeFT® designee.
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