When life changes suddenly, your finances aren’t the only thing that can feel uncertain.
Divorce. Bereavement. Retirement. Selling a business. A serious health event.
Each can leave you asking the same questions: What happens now? Am I financially okay? And what does the next chapter of my life look like?
In this episode of The Purposeful Investor, Aden Wilkins and David Andrew are joined by Kathryn Creasy, Principal and Senior Wealth Adviser at Capital Partners and winner of the 2021 FPA Certified Financial Planner Award. Starting with Belle Burden’s bestselling memoir Strangers, they talk through what it feels like to be blindsided, where to start when you are suddenly the one in charge of the money, and why most people find their feet again within about three years.
We cover:
Why slowing down can lead to better financial decisions
How to rebuild financial confidence after a significant change
Why both partners should understand the family finances
How to support children without compromising your own future
The role wealth can play in creating a meaningful next chapter
Because getting through a transition isn’t just about protecting your money. It’s about having the confidence to start living forward again.
