05/19/2026
I recently had the opportunity to join *Betty’s Smart Friends* podcast with Betty Wang, CFP®, RICP®, TPCP® to talk about something many families experience but few feel prepared for — making financial decisions during grief and major life transitions.
We discussed:
• Emotional decision-making after loss
• Common mistakes families make during difficult seasons
• How advisors can better support clients through transition and caregiving
🎧 Listen here:
https://podcasts.apple.com/us/podcast/bettys-smart-friends/id1791793176
Also, after being sold out for a while, I’m grateful to share that my book is officially back in stock on Amazon.
Thank you all for the continued support.
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