Fireside Chat with Student/Athlete Luka D Artwork

Real Talk with Life After Grief Chris

"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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Real Talk with Life After Grief Chris

Fireside Chat with Student/Athlete Luka D

September 25, 2024 • Christopher Dale • Season 7 • Episode 2

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Today I had the pleasure of interviewing High School Student/Athlete Luka D. Luka is also known as my godson and nephew. Luka came to me about a year ago and asked why I have not interviewed any young folks on the podcast about their questions about finance. Well, I decided to bring his question to life. Luka is wise beyond his years as you will see by his questions and methodical process on the podcast.

I was both happy and inspired to interview him. I probably learned just as much from him as he took away from the interview with me.

Luka, thank you for inspiring me to grow.

#personalfinance #financialLiteracy #money #finance #financialplanning

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