Caleb and Riley are joined by Susan Bradley, the Founder of the Sudden Money® Institute. For 16 years Susan has been teaching people how to successfully navigate the big and small transitions in life. She is the author of Sudden Money: Managing a Financial Windfall, and TEDx Wilmington Women talk called, “Change launches you into the next great chapter of your life, whether you like it or not.”

Learn more about:

  • How to navigate major life transitions for a more fulfilling retirement experience.
  • The different phases of retirement transition and how to effectively approach each stage to ensure a smoother and more enjoyable journey.
  • Insightful advice and practical tips from an expert on managing expectations, making well-informed decisions, and involving family and support networks during the retirement transition.

Resources:

Hosted by Caleb Miller and Riley Anderson of InvestorDNA

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