In today’s episode, we sit down with Susan Bradley, founder of the Sudden Money Institute (SMI) and a leader in financial transition planning.

Susan draws a sharp line between change and transition: change is the external event, while transition is the internal adaptation that can take years.

If you’re navigating a major life transition, sudden money event, or a hard choice you cannot unsee, listen through and take notes. Subscribe, share this with someone in a season of change, and leave us a review with the one word guiding your next chapter.

Guest Bio:

Susan Bradley, CFP® is a recognized thought-leader and author in financial transition planning. She is the founder of the Sudden Money® Institute (SMI), a resource center for Life Transitions and Good Decisions. Through the Institute she offers private financial transition coaching for small groups and individuals, as well as training programs for financial advisors. Susan is the founder of Women, Meaning, and Money®, a specialized program for women of wealth. Susan is the author of Sudden Money, Managing a Financial Windfall.

Connect with Susan: 

LinkedIn

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot