The Invest In Women podcast series continues the mission of the industry's leading national conference by exploring and discussing the most important issues that impact women financial advisors and their female clients.
Joined by the leading voices in wealth and practice management, this podcast series reveals the examples, education and empowerment opportunities available today that help female advisors scale their practices.

Transitioning Through Life’s Challenges with Susan Bradley, CFP®, CeFT® (Ep. 7)


About the Episode:

Transitioning Through Life’s Challenges with Susan Bradley, CFP®, CeFT

Are you prepared for the unknown? How do you know? 


With the constant change in our daily lives, it is never too late to prepare and educate yourself on preparing for the uncertain, whatever it may be…


In this episode, Susan Bradley from the Sudden Money® Institute unpacks the tips and tricks we, as women, need to prepare for life and some of its challenges. Whether it be a change in environment, the onset of a new illness, or even a global pandemic, you can never be too prepared. 


Susan Discusses:

• How financial planners can help their clients ease the stress that comes with big life transitions

• The benefits of creating a consistent routine for yourself

• The importance of finding structure in your everyday life

• Ways you can reconnect and learn about the different transitional life phases, such as widowhood and retirement

• Strategies to deal with the boredom life transitions may bring along

• And more



About Our Guest(s):

Susan Bradley, CFP®, CeFT®, is the Founder of the Sudden Money® Institute (SMI), a think tank that created the Certified Financial Transitionist® designation (and the Financial Transitionist® Institute, which now delivers the CeFT® training). For 16 years, Susan has been training financial advisors in the unique processes and tools SMI created for managing the human dynamics of financial change. 


Susan has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she 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.”


About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 


As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist." For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.


Other Episodes in the Series: