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.
1
The Ex Inheritance Problem with Natalie Colley
In this episode, Stacy and Natalie break down why updating beneficiaries after divorce (or any major life transition) isn’t "housekeeping."
35 min
2
The Widow’s Tax Shift: What Happens to Your Tax...
In this episode, Stacy Francis and Allen Sakkon walk through what really happens to your tax situation after the loss of a spouse - in plain language - so you can feel more confident, ask better questions, and avoid costly surprises.
47 min
3
Why Pre-Planning Your Funeral is an Act of Love...
Stacy sits down with Frances Cangero, director of advanced planning at the Frank Campbell Funeral Chapel, to talk honestly about funeral pre-planning, why it’s actually an act of love, and how having these conversations early can spare your family emotional and financial stress when it matters most.
37 min
4
Using Trusts to Protect Your Legacy with Shamis...
In this episode, I sit down with CPA and estate planning expert Shamisa Zyoma to unpack the truths most people miss about trusts, gifting, tax strategy, and why estate planning isn’t just for the ultra-wealthy.
31 min
5
Rebuilding Without a Map with Merritt Minnemeyer
In this deeply moving conversation, Stacy sits down with Merritt Minnemeyer to talk about widowhood, intuition, money, and the quiet courage it takes to start again.
36 min
6
[Replay] Honoring Traditions and Making New One...
37 min
7
Surviving the Healthcare Maze with Anne McGuire
In this episode, Stacy sits down with healthcare advocate Anne McGuire to bring real clarity to the choices women face after losing a spouse, going through divorce, or suddenly finding themselves uninsured.
39 min
8
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
9
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
10
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
11
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
12
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
13
Transforming from Financial Anxiety to Empowere...
42 min
14
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
15
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
16
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
17
The Social Security Survivor Benefit Secret wit...
47 min
18
What Do You Do If Your Spouse Dies Before the D...
42 min
19
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
20
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
21
Rebuilding Money Confidence After Loss with Fin...
35 min
22
[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
23
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
24
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
25
Navigating Mental Health Law: Supporting Famili...
37 min