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
When the Scam Sounds Real: How to Spot Fraud Be...
In this episode, Stacy sits down with Donna Olah-Reiken to unpack how today’s scams are becoming harder to spot, from AI voice cloning and hacked emails to romance fraud, fake investments, and financial abuse by people close to you.
46 min
2
When Alzheimer’s Changes Everything: Taking Con...
Suzy McNamara joins Stacy for a conversation about caring for her husband through early-onset Alzheimer’s, losing both her husband and sister in the same year, and finding her footing again through grief.
45 min
3
When Estate Planning Meets the Practical Money ...
Stacy sits down with accountant Evan Gilder to unpack the practical money issues families often don’t hear about during estate planning, from frozen accounts and probate delays to beneficiary mistakes and unclaimed funds.
44 min
4
When Home Isn’t the Safest Choice for Your Agin...
In this episode, Stacy sits down with gerontologist and care manager Rebecca Lippel to unpack the emotional, practical, and financial realities of caring for an aging family member.
42 min
5
The Confidence to Invest During Life-Changing T...
In this conversation with Stacy, Samina Bari shares how women can move beyond saving and budgeting, take greater ownership of their money, and start building wealth with confidence.
39 min
6
Estate Planning for Blended Families: How to Pr...
Stacy Francis sits down with estate planning attorney Stella King to unpack the emotional side of estate planning and why clear communication can be just as important as a well-written will.
41 min
7
Hidden Crypto, Digital Spying, and Financial Se...
In this eye-opening conversation, Stacy sits down with digital forensic investigator Corey Davis to discuss cybercrime, hidden digital evidence, cryptocurrency, and the surprising ways people can access personal information.
32 min
8
Estate Planning Myths That Override Good Intent...
In this episode, Stacy sits down with estate planning attorney Lauren Klein to unpack six of the biggest legal myths that catch families, widows, and even financially savvy couples off guard.
40 min
9
Unpacking the Realities of Real Estate After a ...
Stacy and real estate expert Melissa Rubenstein unpack the financial realities and emotional side of buying, selling, downsizing, and renting.
47 min
10
The Hidden Financial Benefits Available to Gold...
In this episode, Stacy Francis talks with Air Force veteran, widower, financial therapist, and fee-only advisor Daniel Kopp about the unique challenges Gold Star spouses face after loss.
37 min
11
Is Your Business Protected If Something Happens...
In this episode, Stacy sits down with estate planning attorney Katya Sverdlov to talk about the real-life decisions business owners need to make before a crisis hits.
44 min
12
Journal With Us: Your Money Story After Losing ...
In this episode, Stacy Francis and Sunaina Mehra get into the practical, often overlooked steps you can take right now to make sure your wishes are documented, your assets are protected, and your family has everything they need.
35 min
13
Journal With Us: Your Money Story After Losing ...
In this first part of a powerful live “Money Circle,” Stacey and Sunaina slow everything down and guide you somewhere most financial conversations never go: inward.
12 min
14
When Heirlooms Become Assets with Peter Costanzo
In this episode, Stacy sits down with Peter Costanzo of Doyle Auctioneers and Appraisers to talk about how collections, heirlooms, and household treasures can create unexpected opportunities (and unexpected conflict) if no one plans ahead.
47 min
15
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
16
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
17
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
18
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
19
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
20
[Replay] Honoring Traditions and Making New One...
37 min
21
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
22
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
23
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
24
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
25
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