004: Hey, Life Transitions are Normal. Here’s How to Cope With Them.
Release Date: 04/19/2018
Absolute Trust Talk
So many of our clients here at Absolute Trust Counsel struggle with dementia. . That means there will be just as many, if not more, taking on the role of caregiver as well. Dementia patients and caretakers often suffer from isolation and loneliness, finding it difficult to enjoy life like they used to. Those with dementia gradually lose themselves, unable to participate in activities they love, and caretakers can struggle with the ongoing responsibilities. But this doesn’t have to be the case. Those living with dementia and their families can still find joy, meaning, and purpose thanks to a...
info_outlineAbsolute Trust Talk
The population of those with developmental disabilities is growing larger, and many in this group will need support of some kind for the rest of their lives. In most cases, this support comes from their parents, and every one of those parents worries about what will happen when they’re no longer able to provide that support. A 20-year study by the National Council on Severe Autism that concluded in 2020 and followed 187 people with autism in South Carolina revealed that For Sweetwater Spectrum’s founder, Mark Jackson, this quandary presented an especially personal challenge — a...
info_outlineAbsolute Trust Talk
Actor and radio personality Casey Kasem occupied a singular place in American popular culture. As he counted down the hits for the week via his show, American Top 40, he was also doing something else that was decidedly more important — providing a sense of consistency that we could all rely on. World affairs might rattle us, and the financial markets volatility might worry us, but regardless of what else was transpiring in the world, we could always count on Casey to entertain us with his one-of-a-kind voice, and all would still seem more or less normal. Unfortunately, the final chapter of...
info_outlineAbsolute Trust Talk
Education can open many doors in life, but if you’re the parent of a special needs child, it may seem like those doors are not only closed but padlocked, leaving you and you alone to chart the educational course for your special needs child. Nearly a half-century ago, the Education for All Handicapped Children Act, which became the Individuals with Disabilities Education Act (IDEA), guarantees a free and appropriate public education for students with disabilities. Yet to this day, many parents and guardians of special needs children don’t know how to access the services at their...
info_outlineAbsolute Trust Talk
In its 50+ years, the Special Olympics has served as a beacon of inclusion for aspiring athletes with disabilities. This now-worldwide institution started in 1968 in Chicago and was the brainchild of Eunice Kennedy Shriver — President John Kennedy’s sister. At that time, developmentally disabled children were often institutionalized and intentionally separated from their families. Eunice had seen how societal pressure ultimately affected how her sister, Rosemary, was treated because of her intellectual disability. She was inspired to look for constructive and enriching programming options...
info_outlineAbsolute Trust Talk
You’ll find no shortage of captivating stories in the realm of estate planning. Tales of barely legible handwritten notes found in obscure places that detail a decedent’s wish to bequeath their fortune to someone they had only just met. Or accounts of family members becoming estranged and a child or other loved one is left out of the estate, which is then capped off with the ever-popular “no contest” clause threat. Life is complex, and so are family dynamics. Some family relationships fray while others grow stronger, and it’s not surprising that these shifts are often memorialized in...
info_outlineAbsolute Trust Talk
Being the parent of a special needs child is an exceedingly demanding role that comes with innumerable responsibilities geared toward helping that child navigate the world around them in the most enriching and gratifying way. The most important of these responsibilities is seeing that the child receives the best education possible, maximizing their social and behavioral skills. This is a challenging task. The term “special needs” covers a wide range of disabilities, so the nature of that education will vary considerably from child to child. However, these children all have one thing in...
info_outlineAbsolute Trust Talk
At first glance, non-fungible tokens, or NFTs, would seem to have little place in the world of fine art. After all, they’ve only been around for nine years, and during that time, they’ve developed a reputation as an abstract form of digital currency only fully understood by tech-savvy early adopters. The mere mention of NFTs raises a bit of skepticism in some circles, partly because not many of us comprehend the technology behind them. Ask someone to explain NFTs and blockchain technology in layman’s terms, and you’re likely to hear plenty of stammering and double talk,...
info_outlineAbsolute Trust Talk
It’s a scenario you’d never want to imagine — let alone experience — but it happens more often than you’d think. After doing hours and hours of research, and asking all the right questions to a list of skilled nursing facility candidates for a loved one who needs long-term care, you decided on what you believe was the best option. Later on, you come to find out that your loved one failed to receive the care they were promised and showed signs of abuse. If you’re like many people, you may have thought that facilities like the one you chose were guided by a sense of duty to the...
info_outlineAbsolute Trust Talk
Whether you’ve experienced it yourself or have seen it happen to someone close to you, you’re likely to agree that there aren’t many life events that are more emotionally taxing than divorce. Two lives that have been bound together — by law and through shared experiences — are severed, and with that comes the necessities required to complete that break. The emotional component, however, often makes every step in the process as contentious as it can be, with both parties not only going to the mat to look after their own best interests but sometimes — let’s face it — also...
info_outlineIn 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