Transforming Tragedy into Financial Planning Education with Hazel Carter

When life throws you curveballs, financial foresight can be your greatest ally.

Hazel Carter, a retired financial services professional, today shares how she turned tragedy into a mission of financial education. Hazels shares her husbands Alan's battle with motor neuron disease which strikes at the heart of why financial preparation is so crucial.

We talk about the book she wrote - ‘Life’s Good it’s the Disease That’s Problem’ and how this is being used in financial planning academies and financial planning firms. Hazel's book not only guides professionals in the field but also serves as a beacon for anyone grappling with life's uncertainties.

We talk about why life protection and financial planning are so important. By purchasing her book, our listeners aid in the continuation of Hazel's philanthropic endeavors, reminding us all that preparedness isn't just about the numbers—it's about the life those numbers allow us to lead.

00:00 Introduction and Career Journey
08:18 The Need for More Women in the Financial Planning Profession
13:59 Leaving Work and the Life Event
27:01 Creating Memories and Improving Quality of Life
28:26 The Impact of Life Cover and Access to Hospice Care
32:18 Inspiring Financial Planners through Personal Stories
39:05 The Power of Networking and Public Speaking
48:18 Cherishing Loved Ones and Expressing Love and Gratitude

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