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004: Hey, Life Transitions are Normal. Here’s How to Cope With Them.
In this episode of Absolute Trust Talk, Kirsten welcomes Certified Financial Transitionist® Gary Gardner into the studio. As part of the first graduating class of the Financial Transitionist Institute (a division of the Sudden Money Institute) Gary was drawn to the process that uses the “touchy, feely side of the brain,” as he likes to say – guiding clients through the transitions in life on a much higher emotional level.   Gary and Kirsten discuss the unique niche of the financial planning world that is financial transition. Gary highlights the importance of human relationship in this planning process and reveals that it is truly the why behind the what that drives people to cope and move through life transitions in various ways that he has observed over the years. Most importantly, Gary reveals that life transitions, whether the death of a loved one, retirement, a job change, etc., are NORMAL and it’s okay to ask for help to work through them on your own time and on your own terms.   Big Three From Episode # 004: Transition, life changes, it’s NORMAL Take a break, taking your time is OKAY You’re not alone   Time-stamped Show Notes 2:16 – Gary talks about how his approach to financial planning is different from the norm and his evolution into a Certified Financial Transitionist® 3:45 – Implementation in a person’s life much more relevant with this type of coaching 8:09 – Gary shares research into the life transitions a widow goes through with the death of a spouse 10:24 – The spectrum of handling a huge life stressor 14:00 – Gary shares how his specialized approach helps move these transitions along for clients 17:27 – Gary discusses what happens during the first meeting with clients 20:14 – Gary’s number one question he asks his clients –What’s on your mind? 24:11 – Kirsten discusses the estate planning side of the process when working with recently widowed, grieving clients 25:26 – Gary recommends this mindset when approaching transition 27:50 – Gary breaks down the meaning behind DFZ – his resource tool 40:00 – How do you think about your own preparations for death? Episode # 004 Freebie: “The next time you find yourself wading through the quick sand I hope you’ll pull up the Decision Free Zone.” – Gary Gardner(CeFT) No matter which life transition you’re in: whether it be the grieving over the death of a loved one, retirement, significant job change or if you’re just at a point in life where you just don’t know what to do, stop. Take a minute, breath, and pull up this tool. Dump your brain into the Now, Soon, and Later – no matter how silly or minute that thing in your brain might be – and get yourself to a point where you say okay, I can move forward from here.   Resources/Tools/Links Mentioned in this Episode: Dick Wagner: Financial Planning 3.0: Evolving Our Relationships with Money David Allen – Getting Things Done Sudden Money Institute – Susan Bradley Life&Wealth Advisors Take the Next Step in Your Estate Planning Journey If this episode resonated with you, we'd love to help you with your own estate planning needs in California. Schedule a complimentary discovery call with our team at Absolute Trust Counsel. During this no-obligation conversation, we'll: Learn about your unique situation and goals Answer questions about our services Determine if we're the right fit to work together  Visit https://absolutetrustcounsel.com/scheduling/ or call 925-943-2740 to schedule your free discovery call today. Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a couple second and it helps spread the word about the podcast. Episode Credits: The Absolute Trust Talk podcast is brought to you with the help of Q2Mark, led by Chief Marketing Officer Susie Hays. Since 2016, Q2Mark has partnered with Absolute Trust Counsel on all marketing communications—from brand development and website design to this podcast series with over 192 episodes, social media management, video production, and more. If you're business owner looking for comprehensive marketing support, visit Q2Mark.com.  
Absolute Trust Talk
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