Claim Ownership

Author:

Subscribed: 0Played: 0
Share

Description

 Episodes
Reverse
Dealing with Minutia

Dealing with Minutia

2022-07-1815:29

In this episode I discuss  "Dealing with Minutia". I share personal examples of things that have gone on in my life and I how I dealt with minutia, especially in times of grief. I also share mindsets when entering situations where minutia tends to sidetrack you. Also, I provide steps to deal with minutia and ways to either eliminate, or place it on the sideline.   Here are the steps that I have researched and personally practice:1. Choose your battles  2.  Let go of instant rage3.  Focus on doing one thing right vs. focusing on 10 things and doing them all wrong4.  Take responsibility5.  Stop taking on others' problemsI hope this podcast helps you deal with your own minutia.  If you like this episode, please feel free to subscribe on Apple Podcasts, Spotify or where you listen to podcasts.Please feel free to pass this podcast on to any friends, family members or colleagues. #dealingwithminutia #minutia
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.  
On this week's episode, I am delighted to have Daniel Kopp, CFP® MA on the podcast for a second time. Daniel has been gracious enough to bestow his wisdom and personal experience of Life After Losing a Spouse.  Daniel talks about his journey through personal growth and development after losing a  spouse. Through his journey, you will see how Daniel grew in his faith with God. He speaks about how his  decision to travel the country alone helped to create a new identity. You will also see how Daniel's support system of friends and family protected him and ultimately helped foster a new relationship, which brought him joy in life again. Daniel is a true inspiration and I am delighted to have such a dynamic husband and father on the podcast today.  Daniel's journey through grief, combined with his military experience, has made him a truly gifted financial planner. His unique background makes him well-suited to help widows and widowers alike in the military community.  Daniel is also an accomplished writer and speaker. For more on Daniel's story please see his financial website https://wisestewardshipfp.com/I would love to know how you feel about this and any other episode.  Please leave me a review on Apple Podcasts or Spotify.If you are a client and need assistance --- Lifeaftergrieffp.comIf you are an advisor and need assistance with your clients --- Lifeaftergriefconsulting.com      
On today's podcast I discuss a new topic to me---Grief and Incarceration. I recently came in contact with a few clients who have experienced incarceration within their family. From an outsider's perspective incarceration of a family member can certainly lead to grief.  Depending on the length of prison sentence, a sudden family member's incarceration can lead to traumatic grief as if an individual died. The incarceration of a family member can dramatically affect a family's financial stability. I liken this situation to the sudden passing of an income-earning spouse. What is the family to do and how are they to survive financially? I talk about this in real terms on the podcast.I also give some tips that I have picked up in terms of what to do if a family member becomes incarcerated.   Thanks for listening.  If you like this episode, please subscribe on Apple Podcast, Spotify or where you normally listen to podcasts. #griefandincarceration #incarceration #incarcerationandfamilies
I have the distinct honor of interviewing Hall of Fame Coach Cindy Richardson on the podcast today.  Cindy comes with over twenty years of coaching experience and is the head coach at Colonial High School in Orlando, Florida.Outside of being a wife, mother and basketball coach she empowers young women. Through the podcast, you will see Cindy's unwavering commitment to giving young women the tools they need to succeed in life. On occasion, Cindy has acted as a formal guardian to her girls who have no other options.  Through Cindy's mentorship and guidance, her girls have the highest grades in county, go to college and have the financial tools they need to be self- sufficient. This is especially relevant as Colonial is a lower socioeconomic school.  Her girls also have the ability to change the trajectory of their lives and generations to come.I am honored to call Coach Richardson my friend. As I like to support those doing so well for others, I would like to also support Coach Richardson's program. In the fall, Cindy has the opportunity to take her girls on a once in a lifetime trip to Washington D.C.  to explore the capital and play basketball. Some of her girls have never been outside of the state of Florida. If you would like to donate to help make this trip of a lifetime a reality for these girls, click DONATE NOW.#empoweringwomen #empoweringyounggirls
On today's episode, I interview a truly driven and  philanthropic family man.  Please meet Mike Jackson.  I met Mike over a decade ago through our mutual love of competing on the basketball court. In our interview, you will hear his perspective  of making significant sacrifices for family. We also explore how our complicated (and grief driven) paths as black men has shaped and narrowed our focus as God-fearing fathers.  Mike is a dynamic man who chose to leave corporate America to become a successful real estate entrepreneur. Mike's decision came as a response to missing valuable family time. He is a terrific person who has dedicated his life to paying it forward by consistently seeking out mentorship to make others better.I also share a special story about a member of the Orlando Magic organization who blessed me with guidance and mentorship during the early phases of my grief journey.  Mike can be found at online at  Mikepjackson.com.  He can be found on YouTube at Mike Sells Orlando. If you are a client and need of assistance --- Lifeaftergrieffp.comIf you are an advisor and seek assistance with your clients --- Lifeaftergriefconsulting.com   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?Please note that his wraps up Season 2.  Season 3 will start again on July 13, 2022.  Thanks for listening!   
Did you know that volunteering is one of the most exhilarating ways to accelerate your progression through grief?In this week's episode I talk about "Giving Back" as a source of healing for someone in grief.  It sounds like an oxymoron to even think about helping someone else while you deal with your own grief.  Studies have shown that there are definitive health benefits to giving back.   Volunteering is good for the mind and body.  Giving back through volunteering is a meaningful way to honor a loved one.  Volunteering is a way to take your mind off your own grief.  I also list some examples of the volunteering I have participated in to gain the health benefits while in grief.  Finally, I provide some ways to access volunteering resources to help those processing their own grief.  
In this week's episode I talk about Hospice. I talk about the origins and the tremendous benefit enacted by Congress in the 1980s. Many folks are unaware that Hospice organizations offer bereavement services at no cost, even to those who have not utilized Hospice in the formal sense. Hospice specializes in the care of the dying as well as their families. Hospice is not looking to cure a terminal illness, but to make everyone more comfortable during the process.Hospice is available 24 hours a day/7 days a week. Each family also gets the benefit of a team of specialists who provide the best possible care.  I also talk about the numerous ways volunteers aid the professional hospice team comprised of medical professionals. The Hospice team is tremendous and more information can be found at Hospice.org. I can't say enough good things about Hospice. I have lived both sides of Hospice. My mother utilized the services of hospice as she was dying and I now give back to the organization through volunteering.   
In this week's episode, I decided to talk about terminal illnesses, including cancer, as it relates to parents delivering the daunting news to children. I use my own personal example of when my folks delivered the news of my mother's cancer diagnosis. I present this information to you from that of a high school senior's perspective. In my research I have discovered that the tools and tips I have garnered apply to just about any aged child.  During the podcast, I will discuss very specific tips on delivering the news, catering to the child and helping form a community of support around that child and family alike. I would be remiss if I did not credit The+ American Cancer Society for helping form my knowledge of the discussing Terminal Illness with Children. The specific website is Cancer.org. This is a very difficult topic and not often talked about.    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      
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      
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      
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. https://www.swimsprout.com/https://www.tqhlfoundation.org/Thanks for listening.To learn more about Life After Grief Financial Planning see Lifeaftergrieffp.comTo learn more about Life After Grief Consulting see Lifeaftergriefconsulting.com
I usually don’t openly talk about my experience with racism and discrimination because it is emotionally and physically exhausting. My experience with racism also brings up a lot of anxiety and grief. I must warn you, the situations, my reactions and the way I handled each are very raw. Imagine having a full time job in which you are working 40 hours a week. Now, imagine having a second full time job moonlighting in which no one knows or cares. Racism is my second full time job. I will share my personal examples of racism which include Personal, Systematic, Corporate Discrimination and Bystander Effect. I will also provide simple next steps in which we  can all create a better environment with regard racism and discrimination.Please feel free to send me ideas on what you would like to listen to in terms of grief. Thanks for listening and see you on the next episode. 
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.  
Welcome back to another season of Real Talk with Life After Grief Chris. In this premier episode, we focus on feedback received from Season 1. Many listeners wanted to know the  difference between a financial planner vs. financial advisor vs. fiduciary. Listeners also wanted a little more background on my role and what I do in terms of the financial industry. You have spoken and I have heard. In this premier episode, I will also give you teasers as to what to expect during Season 2, including introducing guest speakers.    I would love to have a few more ideas of what you would like to hear during the course of this season and next. Please email me your comments or questions to christopherdale@lifeaftergrieffp.com.   #howtohelpafterloss #helpagrievingfriend #grief #griefjourney #lossofalovedone #lossofaparent #lossofachild #ElderlyCare #caregiversupport #caregiver #caregivertips #caregiving #caregiverlife #caregiverburnout #financialplanner #financialadvisor #financialadviser #fiduciary #certifiedfinancialplanner #moneymanager #moneymanagers #moneymanagementips
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 https://www.rootedpg.com/If you are a client and need assistance --- LIfeaftergrieffp.comIf you are an advisor and assistance with your clients --- Lifeaftergriefconsulting.com      
I am really excited to have my good buddy on the podcast today, Daniel Kopp, CFP®. Daniel is a fellow Life After Griever who has made it to the other side of grief. He is the husband to Anna, father to a newborn bouncing boy, widower to Sarah and father to three children in heaven. Daniel and I share definitive paths in grief. We also share significant progress through Life After Grief. Daniel is a true inspiration from what he has gone through, and what he now does to help others through their grief.Daniel's journey through grief, combined with his military experience, led him to the decision to become a financial planner. His unique background makes him well-suited to help widows and widowers alike in the military community.  Daniel is also an accomplished writer and speaker. For more on Daniel's story please see his financial website https://wisestewardshipfp.com/I would love to know how you feel about this and any other episode.  Please leave me a review on Apple Podcasts or Spotify.If you are a client and need assistance --- Lifeaftergrieffp.comIf you are an advisor and need assistance with your clients --- Lifeaftergriefconsulting.com      
In this episode I am very fortunate to interview my  earliest advisor, John Chesbrough, CFP®, whom I helped through a daunting, terminal client diagnosis. Listen to John as he helped a client navigate anticipatory grief.  John  is the owner and founder of Trail Financial Planning, which is based out of Bellingham, WA. He enjoys working with people who care for others and their community – firefighters, therapists, doctors, nurses and teachers. John is an exercise enthusiast who is also a husband and father. John was the foundation upon which I found a calling helping advisors work with clients in grief.  John is a good friend and mentor and I am very thankful he agreed to be on today's podcast. Don't forget the course John mentioned in which he gained a lot of the information and tools he used with his client in grief.   https://courses.lifeaftergriefconsulting.com/You can find more about John and his firm at https://www.trailfp.com/If you are ever looking for help with your personal situation go to lifeaftergriffp.com. If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com. Thanks for listening!
As we conclude the first season of Real Talk with Life After Grief, I wanted to bring my brother on as a special guest. As many have known, my brother and I have navigated our own very personal family feud for more than 35 years. Our relationship was a complete and utter disaster for most of those 35 years. The animosity and disfunction in our relationship reached a breaking point after significant deaths in our family. With a lot of communication, acceptance and forgiveness we have repaired  and mended our relationship. My wish is that this podcast gives family members in the same predicament as my brother and I hope that relationships can be completely mended and repaired. If we were able to repair our relationship, I believe that anyone can.  I would also love to know what you thought of our first season of podcasts.  Drop me a note at hello@lifeaftergrieffp.comPlease be on the look out for Season 2,  which will air on Wednesday March 2, 2022.  Next season we will have several special guests  focusing on Life After Grief.  If you are griever looking for help with your personal situation go to lifeaftergriffp.com. If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com. Thanks for listening.
In this episode, we will explore how to speak to a griever in their language. We will explore what to say, how to say it and what not to say to a griever.  I will provide real examples of what was said to me in my grief journey.  I will also give you tips and ways to practice to help normalize the feelings of someone in grief.Please note that we only have one episode left before we conclude season 1.If you are griever looking for help with your personal situation go to lifeaftergriffp.com. If you are an advisor looking looking to support your client in grief go to lifeaftergriefconsulting.com. Thanks for listening.
Comments 
Download from Google Play
Download from App Store