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Get Your Signed, Hardcover Sudden Money Book!

When money changes, life changes, and when life changes, money changes. Nearly two decades after introducing this core concept in my book, Sudden Money: Managing a Financial Windfall (Wiley 2000), I’m even surer than ever of its truth.   In the late 90s, inspired by my observation of certain behavioral, cognitive and emotional patterns among my own financial […]

On Being More Human

In “The best way to beat robos: Be more human” Sarah Martinson talks about tools for relationship building, including technologies that will (ideally) “make the advice process more efficient.” We here at the Sudden Money Institute have spent over 17 years studying the personal side and have the industry’s first post-CFP, post-CIMA, post-CFA designation designed to […]

On Understanding Transition Traits

Life transitions don’t happen in a vacuum. There is no “retirement” without a person who is retiring. It’s silly just thinking about that, right? And yet, financial services professionals often treat “retirement” as their subject. They plan for “retirement” with their very helpful toolbox of technical assessments and fixes. But “retirement” is actually a word […]