Financially Ever After Widowhood

Widowhood is the state of being a widow or widower: a person whose spouse has passed away. This is a situation that no one wants to be in, but it is something that can happen, and that you and your family should be prepared for financially. When this kind of painful, life altering event occurs, it's important to have the structure in place for you and your family to be protected, and this year on Financially Ever After Widowhood, Stacy Francis is going to be talking to a diverse lineup of experts, and individuals who have gone through it themselves, to give you the tools and information you need to be prepared.


Prior to this year's series on Widowhood, Financially Ever After covered topics related to divorce. We invite you to check out these fantastic episodes if they are relevant to you.

Kids & Family
Business
Investing
1
Legacy Planning Series: Episode 3 – Planning Ah...
In this episode of Financially Ever After Widowhood, Stacy and Natalie break down the most practical (and overlooked) section of the Because I Love You legacy planning guide - the checklist that makes sure nothing slips through the cracks.
23 min
2
Legacy Planning Series: Episode 2 – Insurance a...
In this episode of Financially Ever After Widowhood, Stacy and Natalie dive into the less-than-glamorous side of legacy planning: getting your insurance and financial details in order so no one’s left guessing in a crisis.
32 min
3
Legacy Planning Series: Episode 1 – Because I L...
In this episode of Financially Ever After Widowhood, Stacy Francis and Natalie Colley break down the essentials of legacy planning - from passwords and beneficiaries to wills and the “Because I Love You” packet - all designed to make life easier for those you love most.
30 min
4
The Truth About Trusts with Claire Steinman
Estate planning isn’t just for billionaires in New York penthouses or “trust fund babies” you’ve only seen in the movies.
37 min
5
What Widows Really Need When They Experience Lo...
What do you say to someone who’s just lost the love of their life?
38 min
6
Transforming from Financial Anxiety to Empowere...
42 min
7
Don’t Pay That Debt: The Truth About Medical Bi...
Did you know that the number one reason for bankruptcy in the US isn’t overspending - it’s medical debt?
38 min
8
From Grief to Growth: How Pam Baker Built a Com...
What happens when a financial planner dies - and even his widow can’t find the key to the safe?
38 min
9
Escaping the Grip of Financial Abuse with Victo...
In this gripping episode of Financially Ever After Widowhood, Stacy sits down with narcissist divorce coach and survivor Victoria McCooey to talk about something that happens far too often but is rarely talked about: financial abuse.
39 min
10
The Social Security Survivor Benefit Secret wit...
47 min
11
What Do You Do If Your Spouse Dies Before the D...
42 min
12
What Every Widow Needs to Know About Life Insur...
In this episode of Financially Ever After Widowhood, Stacy Francis sits down with financial planner and longtime colleague Avani Ramnani to break down the most important financial decisions widows face around life insurance, income planning, and long-term security.
47 min
13
Getting Financially Organized in Life’s Toughes...
In this heartfelt and practical episode, father-and-son duo Peter and Jacob Gordon share how daily money management can be a lifeline for people navigating everything from grief and memory loss to major life changes like retirement, divorce, or moving across the country.
37 min
14
Rebuilding Money Confidence After Loss with Fin...
35 min
15
[Replay] Taking Control of Your Finances After ...
In this episode of Financially Ever After Widowhood, host Stacy Francis speaks with Kathy Gleason, an author and grief support expert with a deep understanding of the struggles that come with losing a spouse.
32 min
16
Emotional Resilience in a Volatile Market with ...
In this episode of Financially Ever After, Stacy Francis sits down with Matt Haertzen - Chief Investment Officer at Francis Financial - to dive deep into how to handle market volatility without letting fear drive your decisions.
35 min
17
Surviving the IRS: Innocent Spouse Relief and O...
In this episode of Financially Ever After Widowhood, Stacy Francis sits down with Megan Brackney, a leading tax controversy attorney, to unpack the dangers of employment tax issues, IRS audits, and how to handle tax troubles before they spiral out of control.
52 min
18
Navigating Mental Health Law: Supporting Famili...
37 min
19
Who Will Support You as You Age? Smart Planning...
In this episode of Financially Ever After, Stacy Francis is joined by Marni Blank, founder of Begin With The End, to discuss the essential steps solo agers (and everyone else!) should take to prepare for the future.
33 min
20
Grief-Proof Your Assets with Claire Schwartz
In this episode, Stacy Francis speaks with grief coach, Claire Schwartz, about how to prepare ahead of time so that loss doesn’t turn into a crisis.
41 min
21
5 Financial Resolutions for Widows with Natalie...
Stacy Francis and Natalie Colley share five key financial resolutions to help widows navigate money decisions with confidence in 2025.
30 min
22
Avoiding Costly Mistakes in Your Estate Plannin...
In this episode of Financially Ever After, Stacy Francis is joined by the brilliant Dahiema Grant, CPA and tax expert, to unravel the intricacies of tax planning and estate strategies.
41 min
23
Finding Balance in Caregiving with Debbie Weiss
In this inspiring episode of Financially Ever After, Stacy Francis chats with Debbie Weiss, author of On Second Thought, Maybe I Can and The Sprinkle Effect, about the power of setting boundaries, prioritizing self-care, and living with greater intention.
33 min
24
[Replay] Honoring Traditions and Making New One...
Today, we’re bringing back one of our most impactful episodes from last year, featuring Cognitive Behavioral and Grief Coach Jordan Schwartz Hendin.
38 min
25
Navigating the Holidays: Setting Boundaries and...
In this insightful episode, Kim Murray, founder of Widow411, shares valuable financial strategies and emotional insights for widows.
44 min