Podcast Episode 32: Transitions with Emotional and Financial Contexts with Stephanie Geisler

by Financial Design Studio, Inc. / December 11, 2023

Life is going to happen. How will you respond? In this episode, Stephanie Geisler, a Licensed Professional Counselor, talks with us about how different life events shape our emotions in moments of finances decisions. She walks you through how to process each context so you can move forward.

Behind the Designs Ep. 32: Transitions with Emotional and Financial Contexts with Stephanie Geisler

Take a listen right here, or head over to your favorite steaming platform!

Key Moments

2:13 Meet Stephanie!

5:48 How emotions and finances influences on decisions

6:54 When a loved one passes

13:12 Processing grief

17:26 Who should help you process?

25:57 Transitioning into retirement

34:28 Processing unmet expectations

42:52 When you have job changes

54:20 Final thoughts

Links for Transitions with Emotional and Financial Contexts

Connect with Stephanie Geisler, LPC, here!

Stay Connected!

If you want to hear even more episodes, like this one, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about certain topics. We’ll see you in the next episode.

Credits for Episode 32

Executive Producer : Anna Lewis

Host : Michelle Smalenberger, CFP®

Guests : Stephanie Geisler, LPC

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Financial Design Studio, Inc.

We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.