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I was super excited for an inspiring chat with PreMed Student, Sophia Donovan. Sophia also happens to be my Goddaughter.

We talk about things like....
What makes sense financially...traveling abroad or staying stateside for an internship or residency?
What makes sense financially....attending an expensive top tier med school or a modest well established med school?
We also talk about finances applicable to any college student...budgets, how much to spend on what and how to save.

As Sophia aspires to attend med school, I am including her email address to help with any access she so deserves. sophia.l.donovan@gmail.com

Sophia, thank you for always inspiring me to be the best version of myself.

#medschool #premed #personalfinance #financialLiteracy #money #finance #financialplanning

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Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!

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Ever wondered what separates those who merely survive trauma from those who transform it into a force for change? Carolyn Moore, founder of Modern Widows Club, returns to the podcast to introduce us to the concept of the "super survivor" – individuals who don't just overcome personal tragedy but return to create support systems for others walking similar paths.

Drawing from the groundbreaking research of Dr. Stephen Southwick (whose book "Resilience: The Science of Mastering Life's Greatest Challenges" enters its third edition this September), Carolyn shares her personal journey from struggling widow to recognized change agent. The transformation wasn't immediate or easy. Initially motivated simply by providing basic needs for her young daughters, Carolyn gradually discovered the profound impact widowhood had on every aspect of her life – physically, emotionally, financially, and spiritually. Her turning point came during an appearance on Oprah, when she was described as "a hero who didn't know it," prompting her to ask: what if I became the hero of my own story?

What makes Carolyn's work through Modern Widows Club so powerful is how it addresses the exact components of resilience she once lacked – role models who had navigated similar losses and spaces where widows can both give and receive support. The four-stage journey she describes (choosing life, reaching out, getting moving, and giving back) serves as a roadmap for anyone navigating grief. Her latest project, "Legendary Widows: Stories of Legacy," highlights twelve extraordinary women including Coretta Scott King and Eleanor Roosevelt, showcasing their remarkable accomplishments after losing their spouses – contributions that often go unrecognized in historical narratives.

Whether you're personally navigating loss or supporting someone who is, this conversation offers profound insights into how trauma can become a catalyst for positive change. As Carolyn reminds us, "A formidable woman is a terrible thing to waste," and recognizing someone as a super survivor might be the most powerful gift you can give them. The journey from surviving to thriving begins with understanding that resilience isn't just about enduring – it's about taking responsibility for writing the next chapter of your story.

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What happens when two financial planners who've experienced profound personal loss meet? They forge a friendship that transforms both their personal healing journeys and professional approaches to helping others through grief.

In this vulnerable and insightful conversation, host Chris Dale welcomes fellow financial planner Daniel Kopp, MA, MS, CFP®,MQFP® to share his remarkable journey from Air Force officer to specialist financial planner for widows and widowers. After becoming the primary caregiver for his first wife Sarah during her illness and eventual passing, Daniel navigated his own grief journey while completely rethinking his career path.

Daniel reveals how his experiences shaped his unique perspective on financial planning, particularly around risk management and healthcare costs. "Having gone through this personal experience and seeing what it would look like when I had to step away...what if I hadn't had the capacity financially? That could have been ruinous," Daniel explains, highlighting how personal tragedy fundamentally altered his professional outlook.

The conversation takes a fascinating turn as Daniel discusses his current work combining financial planning with financial therapy techniques. He's developing specialized interventions for grieving individuals who suddenly become their household's financial decision-maker while struggling with emotions like money avoidance. This innovative approach addresses both the practical financial challenges and the emotional barriers that can prevent effective financial management during grief.

Perhaps most powerful is the friendship that has developed between these two advisors who found each other through shared experience. They serve as accountability partners, offering candid feedback as they navigate both personal healing and professional growth. Their relationship demonstrates how grief, while isolating in many ways, can forge meaningful connections that enhance both life and work.

If you're navigating grief yourself or supporting someone who is, this conversation offers valuable insights into building resilience, finding purpose after loss, and creating the foundations that help weather life's most challenging storms. Connect with Daniel at wisestewardshipfp.com to learn more about his work with widows and widowers.

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Did you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!

Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.