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A life-limiting diagnosis doesn’t just change a calendar. It scrambles the way people think, decide, and even talk to the ones they love, especially when money and legal choices suddenly feel urgent. We’re joined by Rose Zealand, a CERTIFIED FINANCIAL PLANNER­­™, Certified Financial Transitionist®, and death doula who’s building a rare kind of support for people facing “dying too soon” and the families around them.

We talk through Rose’s origin story, including why she launched her RIA in a way that honors her dad, and how her work connects the practical with the personal. Rose explains her three-part framework: money, meaning, and mortality. That includes cash flow changes after a diagnosis, using disability insurance and other benefits, tightening up estate planning, and getting incapacity planning aligned with real intentions. Just as important, it includes education on the dying process, space to tell one’s story, and support for anticipatory grief that starts the moment life splits into “before” and “after.”

We also get into what this looks like for financial advisors on the front line. When a long-time client becomes inconsistent, avoidant, or overwhelmed, most advisors were never trained for the behavioral and emotional side of finance at end of life. Rose shares how she partners with advisors in an advice-only, time-bound engagement that reduces pressure, creates clarity, and helps clients feel grounded enough to make informed decisions. We close with a candid reflection on legacy, preparedness, and what it means to truly practice what we preach.

If you want more on Rose’s work, visit deathandmoney.com.

📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands--When Money, Trauma, Grief and Racism Collide.

As a launch team member, you’ll:
• Get early access and behind-the-scenes insights
• Help spread a message that brings comfort and courage
• Be part of a community that speaks honestly about grief
• Play a meaningful role in helping this book reach the people who need it most

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We talk with Maddy Roach of Childfree Trust® about why child-free and permanently childless adults face a different kind of estate planning problem: not paperwork, but finding the right people to legally act when life gets messy. We share how Child Free Trust helps fill the medical POA gap, protect your wishes and reduce the burden that often lands on advisors and friends.
• why the child-free demographic is growing and what it changes in financial planning
• the fiduciary conflict that prevents advisors from serving as medical POA
• how a missing or unsigned POA can push decisions to hospitals or courts
• what Child Free Trust does across medical POA, executor, trustee and care planning
• why elder care oversight matters in rehab and nursing facilities
• why Maddie reframes estate planning as continuity planning
• pricing basics, hourly POA support and the Medicaid commitment
• where to learn more and how to contact Maddie

Here is how to get in contact with Maddy----

Chief Growth Officer of Partnerships

Maddy@childfreetrust.com

Childfree Trust®
Childfree Trust | Connect with me on LinkedIn

📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands--When Money, Trauma, Grief and Racism Collide.

As a launch team member, you’ll:
• Get early access and behind-the-scenes insights
• Help spread a message that brings comfort and courage
• Be part of a community that speaks honestly about grief
• Play a meaningful role in helping this book reach the people who need it most

Support the show

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.

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A client looks at you and says, “Chris, just take care of it.” Sounds simple until the “it” is a medical crisis, an estate plan that can’t wait, a $130,000 hospital bill that should have been covered by insurance, and a sudden decline that forces real decisions in real time.

We share the full story of Hugh Breeze, a client I meet in 2004 who wants a straightforward path into retirement and the freedom to live life without a lot of noise. Over nearly two decades, our relationship grows into something deeper than investment management. It becomes the kind of long-term financial planning that includes retirement income planning, smart coordination with an estate planning attorney, and the hard boundaries every ethical financial advisor must keep around power of attorney and healthcare decision-making.

Once an accident and illness enter the picture, the work shifts fast: verifying insurance coverage, correcting hospital billing mistakes, dealing with opportunistic claims, and tackling the unglamorous logistics that can derail everything like replacing a Social Security card, ordering a birth certificate, and getting valid ID. We also talk about rehab oversight, companion care, what hospice training teaches you about the final stage of life, and what it means to support someone with dignity when the end is closer than anyone wants to admit.

If you care about grief and money, caregiving and planning, or how a Certified Financial Transitionist® can guide families through life’s hardest transitions, this story will stay with you.

📖 Join my Launch Team for my upcoming book, Life After Grief: Holding the Numbers with Shaking Hands--When Money, Trauma, Grief and Racism Collide.

As a launch team member, you’ll:
• Get early access and behind-the-scenes insights
• Help spread a message that brings comfort and courage
• Be part of a community that speaks honestly about grief
• Play a meaningful role in helping this book reach the people who need it most

If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me.

If you believe grief deserves tenderness, truth, and a voice — I would be honored to have you on this journey with me.

Comment “LAUNCH” or check the link in the description to join us. 🤍
LAUNCH

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