Tune in to hear: - What life journey brought Kathi to a place where she focused on grief professionally? - Why did Kathi experience guilt and shame around her lack of financial literacy in a moment of crisis? - People often say very inappropriate things when they are struggling to address the grieving, even if well-intentioned. Why is this the case and what can be done about it? - Why something as simple as asking a deceased person’s name can be so meaningful to their loved ones. - What does it mean to be "grief literate?" - What is it about the unique combination of loss and money that makes us so reticent to talk about it? - What is "disenfranchised grief" and how can loved ones, advisors or others avoid falling prey to this phenomenon? - How does Kathi work with advisors who are a bit hesitant to talk about grief and other intimate topics? - What are some best practices / things to say when talking to someone who is actively grieving? - How can we strike a good balance between sitting with someone in their grief and offering optimism? Is this hopeful perspective often more hurtful than it is helpful? https://www.kathibalasek.com Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing. Compliance Code: 2174-OAS-8/8/2023 Ad Compliance Code: 2120-OPS-8/2/2023 Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion
