How do you deal with a major financial transitions?

Video recap: https://youtu.be/2tWrduVAS14

When this happens there can be many choices that you need to make. Without the right decision-making framework, navigating these choices can lead to analysis paralysis. 

Allison Berger joins me today to share some of what she has learned while studying for the CFT designation (Certified Financial Transitionist). The coursework for this professional title combines financial planning with cutting-edge research in neurology, sociology, and psychology. With her newfound knowledge, Allison will help us learn how to navigate the technical and personal side of major life decisions.

Listen in to learn how to build a framework that can help you navigate major financial decisions. 

Outline of This Episode

• [0:44] What is the CFT designation?
• [2:32] The two sides of money
• [8:23] The 4 stages of money
• [17:50] Questions to ask during transitions
• [19:29] The progress principle

Resources & People Mentioned

• The Sudden Money Institute
• BOOK - Sudden Money by Susan Bradley
• BOOK - Atomic Habits by James Clear
• Check out our FREE resources!

Connect With Chad and Mike

• https://www.financialsymmetry.com/podcast-archive/ 
• Connect on Twitter @csmithraleigh @TeamFSINC
• Follow Financial Symmetry on Facebook

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