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Real Talk with Life After Grief Chris

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Rating
★★★★★
5
from
5 reviews
This podcast has
113 episodes
Language
English
Explicit
No
Date created
2021/11/01
Latest episode
2026/09/30
Average duration
28 min.
Release period
31 days

Description

"Helping those in grief (and the advisors who support them) navigate financial matters."In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTIFIED FINANCIAL PLANNER™ to better help families in need. In 2021, I became a Certified Financial Transitionist® to complete my personal and professional experience with formal education and scientific theory. My personal experiences and knowledge of grief and loss of loved ones helps me to understand and assist families enduring similar situations. I’ve helped over 400 families navigate many financial issues and life circumstances such as grieving loss of loved ones.

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Check latest episodes from Real Talk with Life After Grief Chris podcast


Publishing With Integrity
2026/09/30
Send us Fan Mail Writing a book can feel like a solo mission until you realize the draft is only the beginning. We sit down with Kim Eley of KWE Publishing to talk about what ethical, supportive publishing partnership actually looks like when the story is personal and the author is carrying real life alongside the work. We get honest about the “sharky” parts of publishing, why marketing often becomes the hardest phase, and how authors can shift from living in their own head to speaking directly to the ideal reader. Kim breaks down why that mindset change is so tough and so necessary, especially for memoir writers who are sharing raw truth. Chris connects it to his world of grief and financial planning, where clarity and trust matter because people are overwhelmed and decision fatigue is real. We also dig into practical due diligence: asking for references, reading professionalism signals, and choosing partners who show integrity, have your back, and stay invested over time. Then the conversation goes deeper into legacy. Chris shares why this memoir matters for his sons, what it feels like to revisit painful chapters after therapy, and how small moments of presence and parenting become part of the bigger purpose. If you want to connect with Kim, we share where to find her online, including KWEpub.com and her https://kwepub.substack.com/. Subscribe for more conversations at the intersection of grief, money, and real life, and if this one helps, share it with someone who needs it and leave a review so more people can find the show. And by the way....my AudioBook is live!  Go here Life After Grief Audiobook by Chris Dale Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.
Real Peace Grows When You Stop Hiding
2026/09/15
Send us Fan Mail Peace is not always quiet, and healing is not always private. We sit down with John Balauat, creator of the faith-driven podcast Chasing the Kingdom, to talk about what happens when your early life teaches you to survive, but your faith calls you to rebuild. John shares how an abusive upbringing shaped his view of people, why he once “hated people,” and how Scripture reframed that instinct into something stronger than avoidance: the kind of peace you can carry into the messy parts of real life. We also get practical about purpose, work, and visibility. John explains why he refuses to chase likes, downloads, or aggressive marketing, and how that choice protects authenticity for creators, entrepreneurs, and leaders. We connect that to boundaries around social media, privacy, and the hidden cost of turning family life into content. If you’re navigating grief, supporting someone in grief, or advising clients through life transitions, you’ll hear why trust, consistency, and a safe space matter as much as any technical plan. From there, we talk legacy and fatherhood: how to raise kids with grit without handing them your trauma, how unconditional love creates confidence, and why “capacity” can quietly limit everything from your business growth to your emotional health. If you feel stuck, drained, or boxed in by people and patterns that keep repeating, this conversation offers a clear next step: let go of what blocks your capacity so you can build again with hope. John is also the owner The Help Agency.  His company is  a private-label web team behind the scenes, helping top agencies deliver high-end websites—without them lifting a finger on production. His  clients are creative and marketing agencies who are burned out trying to manage the development side. John Balauat is a son, husband, father, and entrepreneur. He hosts a podcast called Chasing the Kingdom which is focused on telling God stories through the art of conversation. Find it here. Subscribe for more Real Talk with Life After Grief, share this with someone who needs it, and leave a review so more listeners can find us. What line or story hit you the hardest? Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.
Money And Mortality
2026/04/07
Send us Fan Mail A life-limiting diagnosis doesn’t just change a calendar. It scrambles the way people think, decide, and even talk to the ones they love, especially when money and legal choices suddenly feel urgent. We’re joined by Rose Zealand, a CERTIFIED FINANCIAL PLANNER­­™, Certified Financial Transitionist®, and death doula who’s building a rare kind of support for people facing “dying too soon” and the families around them. We talk through Rose’s origin story, including why she launched her RIA in a way that honors her dad, and how her work connects the practical with the personal. Rose explains her three-part framework: money, meaning, and mortality. That includes cash flow changes after a diagnosis, using disability insurance and other benefits, tightening up estate planning, and getting incapacity planning aligned with real intentions. Just as important, it includes education on the dying process, space to tell one’s story, and support for anticipatory grief that starts the moment life splits into “before” and “after.” We also get into what this looks like for financial advisors on the front line. When a long-time client becomes inconsistent, avoidant, or overwhelmed, most advisors were never trained for the behavioral and emotional side of finance at end of life. Rose shares how she partners with advisors in an advice-only, time-bound engagement that reduces pressure, creates clarity, and helps clients feel grounded enough to make informed decisions. We close with a candid reflection on legacy, preparedness, and what it means to truly practice what we preach. If you want more on Rose’s work, visit deathandmoney.com.  📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands--When Money, Trauma, Grief and Racism Collide. As a launch team member, you’ll: • Get early access and behind-the-scenes insights • Help spread a message that brings comfort and courage • Be part of a community that speaks honestly about grief • Play a meaningful role in helping this book reach the people who need it most If this conversation helped you, subscribe, share it with someone who needs it, and leave a review. What’s the one planning step you’ve been avoiding? Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.
Who Speaks For You When You Cannot
2026/03/27
Send us Fan Mail We talk with Maddy Roach of Childfree Trust® about why child-free and permanently childless adults face a different kind of estate planning problem: not paperwork, but finding the right people to legally act when life gets messy. We share how Child Free Trust helps fill the medical POA gap, protects your wishes & reduces the burden that often lands on advisors and friends.  • Why the child-free demographic is growing & what it changes in financial planning  • The fiduciary conflict that prevents advisors from serving as medical POA  • How a missing or unsigned POA can force decisions onto hospitals or courts  • What Child Free Trust does across medical POA, executor, trustee and care planning  • Why elder care oversight matters in rehab & nursing facilities  • Why Maddie restructures estate planning into continuity planning  • Pricing basics, hourly POA support & the Medicaid commitment  • Where to learn more & how to contact Maddie  Get into contact with Maddy here: Chief Growth Officer of Partnerships [email protected] Childfree Trust® Childfree Trust | Connect with me on LinkedIn 📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands--When Money, Trauma, Grief and Racism Collide. As a launch team member, you’ll: • Get early access and behind-the-scenes insights • Help spread a message that brings comfort and courage • Be part of a community that speaks honestly about grief • Play a meaningful role in helping this book reach the people who need it most Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.
When A Client Says Take Care Of It
2026/03/16
Send us Fan Mail A client looks at you and says, “Chris, just take care of it.” Sounds simple until the “it” is a medical crisis, an estate plan that can’t wait, a $130,000 hospital bill that should have been covered by insurance, and a sudden decline that forces real decisions in real time. We share the full story of Hugh Breeze, a client I meet in 2004 who wants a straightforward path into retirement and the freedom to live life without a lot of noise. Over nearly two decades, our relationship grows into something deeper than investment management. It becomes the kind of long-term financial planning that includes retirement income planning, smart coordination with an estate planning attorney, and the hard boundaries every ethical financial advisor must keep around power of attorney and healthcare decision-making. Once an accident and illness enter the picture, the work shifts fast: verifying insurance coverage, correcting hospital billing mistakes, dealing with opportunistic claims, and tackling the unglamorous logistics that can derail everything like replacing a Social Security card, ordering a birth certificate, and getting valid ID. We also talk about rehab oversight, companion care, what hospice training teaches you about the final stage of life, and what it means to support someone with dignity when the end is closer than anyone wants to admit. If you care about grief and money, caregiving and planning, or how a Certified Financial Transitionist® can guide families through life’s hardest transitions, this story will stay with you. 📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands--When Money, Trauma, Grief and Racism Collide. As a launch team member, you’ll: • Get early access and behind-the-scenes insights • Help spread a message that brings comfort and courage • Be part of a community that speaks honestly about grief • Play a meaningful role in helping this book reach the people who need it most If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me. If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me. Comment “LAUNCH” or check the link in the description to join us. 🤍 LAUNCH  Subscribe, share this with someone who needs it, and leave a review so more people can find Real Talk With Life After Grief Chris. Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.
My Son Woke Up At 5 A.M. To Practice And It Changed How I Think About Motivation
2026/03/12
Send us Fan Mail He was up at 5 a.m., alone in the dark, running drills before middle school tryouts and he didn’t do it because I pushed him. Watching my son Eli work that hard simply because he loves basketball hit me in a way I didn’t expect, and it forced me to question my own lifelong relationship with motivation. I share a personal story that connects my past to my present: how my early basketball drive was shaped by dysfunction at home and a need to get away, and how a “tribe” of mentors helped me channel that intensity into something productive. Then I contrast that with what I’m seeing in my kids, especially Eli, whose routine includes reading, math, and voluntary practice, and Gideon, who is just as committed but prefers to train independently. As a father and coach, I talk through the tension of staying engaged without turning effort into pressure, and why it matters to protect the fun so motivation stays healthy. If you’re thinking about resilience, parenting, coaching, or what it looks like to build a life after grief, this conversation offers a grounded reminder: you can be driven without running from something. The same principle shows up in grief support and financial planning after loss, where the best progress happens when people feel ownership, not force. 📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands--When Money, Trauma, Grief and Racism Collide. As a launch team member, you’ll: • Get early access and behind-the-scenes insights • Help spread a message that brings comfort and courage • Be part of a community that speaks honestly about grief • Play a meaningful role in helping this book reach the people who need it most If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me. If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me. Comment “LAUNCH” or check the link in the description to join us. 🤍 https://www.lifeaftergriefconsulting.com/launchteam Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.
Photographing Loss And Planning Legacies With Carter Cundiff
2026/03/04
Send us Fan Mail A great interview with Professional Photographer Carter Cundiff of Kate Styles Photography.  We explore how grief-focused photography can help honor loved ones, why saying their names matters, and where end-of-life planning meets compassion. Carter shares her practice, shamanic training, and how images become legacy, while we unpack the role of death doulas and the realities of caregiving. • grief-informed portraiture that preserves memory and meaning  • intuitive vs analytical grieving styles and when each helps  • shamanic training as a path to self-awareness and service  • death doulas’ role in planning, advocacy and family support  • triggers, resilience and the quiet rituals of remembrance  • ethical care for aging clients and honoring final wishes  • why photos and printed keepsakes outlast the hardest seasons  • resources to connect with Carter and continue the work Here is how you can connect with Carter....www.katestylesphotography.com on Instagram @carter_ksp [email protected] Don't forget to.......... 📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands. As a launch team member, you’ll: • Get early access and behind-the-scenes insights • Help spread a message that brings comfort and courage • Be part of a community that speaks honestly about grief • Play a meaningful role in helping this book reach the people who need it most If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me. If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me. Comment “LAUNCH” or check the link in the description to join us. 🤍 https://www.lifeaftergriefconsulting.com/launchteam Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.
When Healing Meets Strategy, A Book Finds Its Readers
2026/02/25
Send us Fan Mail A quiet truth powers this conversation: writing a book is only half the work—bringing it to the people who need it is the other half. I walk through the path from private pages written for healing to a public launch designed to serve clients in grief and the advisors who guide them. Along the way, I unpack how to ask for help without feeling self-conscious, why a launch team turns readers into advocates, and what happens when gratitude replaces hesitation. Join my launch Team:  Launch  I  dig into the practicalities of a mission-led launch: setting a clear runway toward the release date, inviting early supporters with an advance reader copy, and offering real value through a private training called Being Present When It Matters Most. That training blends personal experience and professional practice, including a case where coordinated presence changed a family’s final days for the better. You’ll hear how simple, steady actions—language, timing, documentation, and emotional cues—can transform the advisor-client relationship during the hardest moments of life. If you’ve ever wondered how a book about grief and finances can feel both deeply human and rigorously useful, this is your blueprint. I share what we learned from publishing partners about marketing that respects your audience, how early reviews shape a book’s impact, and why community is the best amplifier of hard-earned wisdom. For anyone navigating loss, or any advisor determined to show up with skill and heart, you’ll leave with concrete steps to get involved, learn, and lead. Don't forget to.......... 📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands. As a launch team member, you’ll: • Get early access and behind-the-scenes insights • Help spread a message that brings comfort and courage • Be part of a community that speaks honestly about grief • Play a meaningful role in helping this book reach the people who need it most If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me. If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me. Comment “LAUNCH” or check the link in the description to join us. 🤍 https://www.lifeaftergriefconsulting.com/launchteam   Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.
Season 10 Begins: Writing My First Book
2026/02/19
Send us Fan Mail I am excited to share my new book Life After Grief:  Holding the Numbers with Shaking Hands I have  an exclusive invitation for my listeners... Join my book launch team for Life After Grief:  Holding the Numbers with Shaking Hands and help bring this message into the world: Launch I kick off Season 10 by sharing the plan to write my first book on grief and financial care, how my publishing partner helped shape my voice, and why new tools can ease the hardest weeks after a loss. We invite you to meet our guests, join the launch team, and help us make this guide honest and useful. My book explores the complex financial and emotional crossroads of grief with clarity, dignity, and compassion. My hope is that it creates a connection where people feel seen and heard — especially in places where money has been linked to pain, past experiences, and our sense of self-worth. Readers will gain language for what often feels unspoken, practical clarity in the midst of emotional decisions, and reassurance that they are not alone.  I would like to invite you to...... 📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands. As a launch team member, you’ll: • Get early access and behind-the-scenes insights • Help spread a message that brings comfort and courage • Be part of a community that speaks honestly about grief • Play a meaningful role in helping this book reach the people who need it most If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me. If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me. Comment “LAUNCH” or check the link in the description to join us. 🤍 https://www.lifeaftergriefconsulting.com/launchteam Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.
From Therapy Notes to Author: The Accidental Book Journey
2025/09/03
Send us Fan Mail What happens when years of therapeutic writing suddenly resurfaces as the foundation for a transformative book? In this deeply personal episode, Chris reveals his journey into authorship after discovering eight detailed chapters he'd written during trauma therapy years ago—writing he had no memory of creating. The decision to transform these raw materials into a published book wasn't made lightly. After careful consideration and encouragement from those closest to him, Chris shares his twofold purpose: creating a lasting legacy for his sons while simultaneously helping both grieving clients and the financial advisors who serve them. This book represents the culmination of his life's work—turning personal trauma into what one client recently called his "Superman powers" to quickly understand, empathize with, and guide others through their grief journey. Chris takes us behind the scenes of his publishing journey, from vetting potential publishers through extensive reference checks to selecting a ghostwriter who will help compile his existing material from 93 podcast episodes and countless client interactions. We hear how a simple interaction with a 10-year-old who recognized him from his podcast reinforced the impact his story already has on others. The episode concludes with news that this is the season finale, with more updates on the book's progress coming when the podcast returns in the fall. Have you found meaning through your own grief journey? Share your thoughts and follow along as Chris transforms his personal experiences into a resource that will help others navigate life after grief. Subscribe now to be notified when we return with more insights and updates on Chris's book writing process. Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.
Unraveling Family Secrets
2025/08/26
Send us Fan Mail Family secrets can shatter our perception of loved ones and force us to reevaluate our entire history when they come to light after death. We explore the devastating discovery of a father's 40-year affair and second family, revealed on the same day as his passing, just months after losing a mother. • Discovery of father's 40-year affair and second family on the day of his death • Being asked to financially support father's mistress and her adult daughter • Finding and reading hundreds of letters that documented the affair • Learning why childhood was marked by financial struggle despite appearances • Understanding how father's deception created lasting wounds for three children • Process of forgiveness and healing from complicated grief • How the experience shaped relationship with money and financial planning career • Reconciling with brother after years of misunderstanding and tension Stay tuned for part two where we'll explore how this situation impacted my mother and created further dysfunction, followed by a special episode featuring my brother sharing his own experience. Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.
When Life Breaks You Open: A Financial Planner's Grief Story
2025/08/20
Send us Fan Mail What happens when grief becomes not just an event but a lifelong journey that shapes your entire mission? Chris opens his heart in this deeply personal episode, revealing the profound losses that have defined his path. From the moment his mother was diagnosed with breast cancer in 1994 to becoming her caregiver through Alzheimer's, Chris takes listeners through the raw reality of watching both parents decline and ultimately pass away within months of each other. With unflinching honesty, he details the financial burdens he shouldered as a young adult – from managing a $5,000 monthly nursing home bill to making gut-wrenching medical decisions that put him at odds with his surviving parent. The story grows even more poignant as Chris shares his rock bottom moments after these losses – the anxiety, depression, and turning to alcohol before finding healing through grief counseling, a medical mission to Ghana, and reconnecting with his faith. But perhaps most heart-wrenching is his account of losing one of his twin sons, an experience that finally taught him the true meaning of "life after grief" as his surviving twin and later-born son became living embodiments of finding purpose through pain. This episode illuminates why Chris is uniquely qualified to help others navigate both the emotional and financial complexities of grief. His journey from repeated trauma to becoming a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Transitionist® demonstrates how personal suffering can transform into professional purpose. Whether you're currently walking through grief or supporting someone who is, Chris's story offers both validation and hope that there is indeed life waiting on the other side of profound loss. Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.
From Advisor to Advocate: The Unexpected Side of Client Care
2025/08/13
Send us Fan Mail What happens when financial planning unexpectedly transforms into caregiving? This deeply personal episode explores the real-life experience of navigating the sandwich generation from a financial advisor's perspective. When my 20-year client—a man my father's age—was involved in a serious car accident, our carefully established estate planning documents became the foundation for maintaining his dignity and autonomy during a vulnerable time. The foresight to complete these legal frameworks just months before proved invaluable, allowing me to help him financially while respecting professional boundaries. The accident's aftermath created a delicate balancing act: respecting my client's wishes to remain in his home, collaborating with his attorney and neighbor to ensure proper care, and expanding my role to include regular home visits for bill payments and financial management. Throughout this process, I discovered the importance of maintaining clear boundaries while still providing compassionate support beyond traditional financial services. This experience highlights the profound importance of proactive planning for cognitive decline or physical incapacity, especially for aging clients without family support systems. It also demonstrates how comprehensive financial planning extends far beyond investment management into deeply human territory—territory that requires both professional expertise and emotional intelligence. For advisors navigating similar situations, remember that self-care isn't optional; it's essential for providing sustained support to clients in need. And for clients, this story underscores why establishing clear legal frameworks before crises occur can preserve your autonomy when unexpected challenges arise. Have you prepared your estate planning documents? Or if you're an advisor, are you prepared to support clients through life transitions that extend beyond financial decisions? Connect with us to learn more about navigating these complex situations with dignity and expertise. Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.
Navigating Legal Mediation: A Financial Perspective
2025/08/06
Send us Fan Mail Ever received a legal threat and felt that knot in your stomach? Mediation might be the solution you never knew you needed. Drawing from three distinct experiences with legal mediation over two decades, I pull back the curtain on what really happens when legal disputes arise and how the financial implications affect everyone involved. What started with a dishonest contractor who pocketed $2,000 without completing any work evolved into knowledge that has served me—and my clients—in unexpected ways throughout my career as a financial advisor. The reality is that most people don't understand the actual costs and processes involved when someone threatens legal action. In Orange County, Florida, disputes under $8,000 automatically go to small claims court, often making the attorney fees more expensive than the disputed amount itself. This single piece of information has helped diffuse legal threats before they escalate. My journey through mediation has taught me that preparation is everything. The stark contrast between walking into mediation with thorough documentation versus facing an unprepared opponent has consistently determined outcomes. When I was unexpectedly served papers regarding one of my clients, the meticulous records I maintained as their Certified Financial Planner immediately tilted the scales in our favor. Mediation isn't just about money—sometimes the peace of mind that comes from resolution is worth every penny spent on the process. For those facing potential disputes, resources like Mediate.com and AAAMediation.org provide valuable information to help you navigate this often-misunderstood alternative to litigation. Have you considered how documentation might protect you in a dispute? Are you prepared if someone threatens legal action? Take the first step by understanding your rights and the real costs involved before making decisions that could impact your financial future. Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.
Smart Money Moves You Should Make as a Teenager
2025/07/30
Send us Fan Mail When my 15-year-old godson Luka started peppering me with financial questions at a family gathering, I knew we had the makings of something special. What followed was an authentic, unfiltered conversation that captures the financial curiosity of today's teens and provides straightforward guidance that listeners of any age can apply to their own financial journeys. Luka, already thinking beyond his years, arrives with thoughtful questions about building wealth from a young age. We explore the fundamentals of good money habits – from the simple yet powerful act of budgeting to the surprisingly effective "20% rule" for saving. You'll hear how small actions like mental math at fast food restaurants can build financial awareness, and why getting a job as a teenager creates lasting financial discipline. The conversation takes fascinating turns through investment basics, with clear explanations of the S&P 500, diversification strategies, and the crucial differences between Roth and traditional IRAs. I share personal stories from my own investment journey, including the revelation that "if I started investing at 15, I would have been ahead of where I am now" – a powerful testament to the advantage young investors have through compound interest. Perhaps most valuable are the reality checks. When Luka asks about real estate investing, I pull back the curtain on my own experiences – from barely breaking even on property flips to dealing with tenant nightmares including a police raid for marijuana distribution. These candid stories illustrate that wealth-building isn't always as simple as internet gurus might suggest. Whether you're a teenager just beginning to think about money, a parent looking for ways to discuss finances with your children, or someone at any life stage wanting straightforward financial guidance, this conversation offers accessible wisdom without the jargon. Listen in, and take away practical strategies to strengthen your financial foundation today. Support the show Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief! Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.

Podcast reviews

Read Real Talk with Life After Grief Chris podcast reviews


5 out of 5
5 reviews
★★★★★
Jen Linville 2022/05/16
Dealing With Grief After Losing a Spouse
I met Chris after my late husband (also named Chris) passed away from terminal cancer in early 2020. Not only was I grief stricken and in total shock ...
★★★★★
Amy Irvine 2022/05/12
We should be talking about this more
No one teaches us how to help navigate grief, or what grief actually “looks” like. I’ve learned so much from listening to this podcast!
check all reviews on apple podcasts

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