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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 ex ...
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Think you know everything about Social Security? Think again. What if the difference between a spousal benefit and a survivor benefit could mean thousands of dollars more in your pocket, but no one tells you? In this eye-opening episode, Stacey Francis sits down with Mary Beth Franklin, a nationally recognized expert on Social Security, to unravel …
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What happens if your spouse dies before the divorce is finalized - are you a widow… or still just the spouse they were trying to leave? In this eye-opening episode, Stacy is joined by matrimonial attorney Lisa Zeiderman and estate planning attorney Amy Holzman to unpack a legal gray zone that most couples never anticipate. Whether you're in the mid…
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Should you buy a life insurance policy for yourself, and if so, what type? And if you’ve received a life insurance payout, how do you use that money wisely without letting grief cloud your judgment? In this episode of Financially Ever After Widowhood, Stacy Francis sits down with financial planner and longtime colleague Avani Ramnani to break down …
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What happens when you’re suddenly the one in charge of all the paperwork, passwords, and decisions, but you’re not sure where to begin? 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 change…
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What if your financial struggles aren’t really about money—but about emotions you’ve never even considered? In this powerful and refreshingly honest episode of Financially Ever After Widowhood, Stacey Francis is joined by Erika Wasserman, one of only 100 certified financial therapists in the U.S. Together, they dive into how fear, overwhelm, shame …
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In honor of Financial Literacy Month, we’re revisiting one of our most powerful episodes of Financially Ever After: Widowhood, a conversation that underscores why financial knowledge is essential, especially during life’s most difficult transitions. You’ll hear from Kathy Gleason, a widow, author, and host of the podcast As I Live and Grieve. Kathy…
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What if doing absolutely nothing during a market downturn was actually the best financial move you could make? 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. When marke…
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Is skimping on employment taxes worth the risk? Think again! The IRS is watching, and the consequences could be severe. From personal liability to potential criminal charges, tax attorney Megan Brackney breaks down what you must know about payroll tax compliance—and what happens if you get it wrong. Think an IRS notice is something you can ignore? …
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How do you navigate the overwhelming challenges of supporting a loved one dealing with mental illness or substance abuse when the systems meant to help are failing? And how can you be sure you’re making the right choices when it feels like everything is stacked against you? In this powerful episode of Financially Ever After, Stacy Francis sits down…
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Are you really prepared for solo aging? Have you thought about who will care for you as you get older? What about where you’ll live, how you’ll afford care, and who will manage your finances if you’re unable to? Too many people wait until an emergency forces them to make these decisions, but planning ahead can give you control over your future and …
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When facing the loss of a loved one, is there anything worse than being blindsided by legal battles and financial chaos? The last thing you need while grieving is to be buried under probate paperwork, unexpected family conflicts, or financial uncertainty. In this episode, Stacy Francis speaks with grief coach Claire Schwartz about how to prepare ah…
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After losing a spouse, how do you regain financial confidence and ensure long-term security? Losing a spouse can leave widows feeling overwhelmed, especially when it comes to finances. But taking control doesn’t have to be daunting—it can be empowering. In this episode, Stacy Francis and Natalie Colley share five key financial resolutions to help w…
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Ever wondered if there’s a secret recipe for reducing your tax burden without sacrificing your long-term financial health? Could your estate planning be leaving money on the table? 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 est…
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What if learning to say “no” could be the most powerful form of self-care you ever practiced? 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. …
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Welcome to Financially Ever After Widowhood. As we’re in the heart of the holiday season, we know this time of year can bring both cherished memories and difficult emotions, especially for widows navigating loss. Today, we’re bringing back one of our most impactful episodes from last year, featuring Cognitive Behavioral and Grief Coach Jordan Schwa…
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How can you navigate the emotional complexities of the holiday season, set financial boundaries, and plan for a secure financial future after the loss of a spouse? In this insightful episode, Kim Murray, founder of Widow411, shares valuable financial strategies and emotional insights for widows. She discusses how to handle holiday spending, set hea…
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What steps can you take to prepare for potential tax changes and secure a financially stable future? In this episode of Financially Ever After Widowhood, Stacy Francis sits down with tax expert Deborah Schaub to break down the complexities of the Tax Cuts and Jobs Act and share actionable strategies to maximize savings and navigate tax planning in …
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What rights do families truly have when a loved one’s death might have been preventable? In this insightful episode of Financially Ever After, Stacy Francis sits down with Mary Beth Heiskell, a seasoned legal expert in wrongful death cases, to unravel the often-hidden financial and legal challenges families face when tragedy strikes. From the right…
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Can prioritizing your health make you more financially secure? In this episode of Financially Ever After Widowhood, Stacy Francis speaks with Dr. Gina Williams, a physical therapist and advocate for holistic well-being, about how wellness influences every aspect of our lives, including finances. Together, they explore practical ways to prioritize h…
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How to Support Grieving Loved Ones Are you struggling with grief and seeking support? In this episode of Financially Ever After Widowhood, Hope Reger, a passionate advocate for those experiencing loss, shares her journey and insights on coping with grief with Stacy. She highlights the importance of recognizing the unique challenges that come with g…
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Are you maximizing your tax strategies to avoid costly pitfalls? In this episode of Financially Ever After Widowhood, financial expert, Deborah Schaub, shares with Stacy Francis crucial insights into effective tax planning. With a background working for Fortune 500 companies like Price Waterhouse and IBM, Deborah founded CNB Accounting in 2016 to p…
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Solo agers, people without traditional family supports, are an increasingly common demographic. Dr. Gerda Maissel, a private patient advocate, joins Stacy Francis on Financially Ever After Widowhood to discuss the challenges solo agers face, especially in navigating the healthcare system. Dr. Maissel’s expertise as a physician has led her to help i…
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The team at Financially Ever After is taking a brief summer pause to line up an amazing new series of guests for you in the fall. So relax, enjoy the end of the summer, and if you have some time, catch up on any episodes you've missed! You'll find the entire archive at FrancisFinancial.com/Podcast. We'll be back on September 17th.…
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Paula Jones, a trust and estate attorney, discusses the complexities of estate planning and taxation for U.S. citizens with international assets or family members abroad. She highlights the U.S. system of taxing worldwide income and assets, in contrast to other countries' residency-based taxation. Paula also talks about other subjects she specializ…
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When faced with a terminal illness diagnosis, your emotions can be overwhelming. You still need to navigate the legal aspects, however, to ensure that you and your loved ones are protected. Stacy Francis’ guest this week is Alison Arden Besunder, a partner in charge of the Trust and Estates department at Goetz Fitzpatrick. Alison has extensive expe…
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This week on Financially Ever After Widowhood, you’ll enjoy a powerful crossover episode with the Modern Family Matters Podcast. Stacy Francis joins Steve Altishin, Director of Client Partnerships at Pacific Cascade Legal, to dive deep into the intricacies of social security laws and how they impact widowed parents. Stacy and Steve discuss the fina…
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Are you prepared for the financial complexities of widowhood? In this episode, Stacy Francis and Judy Heft, a financial and lifestyle concierge, discuss essential steps to take after the loss of a spouse. From assembling a support team to navigating benefits like social security and veterans' benefits, you’ll have a roadmap to help guide you throug…
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What does the word widow mean to you? This is a question today’s guest thinks we should all be asking because it could use a new definition. In this Financially Ever After Widowhood episode, Stacy Francis speaks with Eloise Bune D’Agostino, the founder of DayNew, a company and community to support people through life-changing events. They discuss t…
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What if you could uncover free money that is rightfully yours? In this episode of Financially Ever After, host Stacy Francis unveils the hidden world of unclaimed funds with guest David Silversmith, a CPA and certified financial planner at Eisner Advisory Group, LLC. They discuss the staggering amount of unclaimed funds available, how they can accu…
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What are the key considerations when navigating the complex world of Medicare and health insurance as you approach age 65? In this episode, Riitta Schoenfeld, a Medicare expert, delves into the intricacies of Medicare, discussing eligibility, different plan options, penalties, and the importance of understanding your healthcare coverage. Join us as…
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Do you know what steps to take and how to keep yourself secure in the face of a devastating medical diagnosis? In this episode of Financially Ever After Widowhood, host Stacy Francis talks to Candace Dellacona, a family lawyer who helps older adults plan for their future. They discuss how to prepare for long-term care and protect your assets, such …
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When you suffer a loss, should you move forward or move on? Nikki Sewell, a therapist with a personal experience of profound loss, offers a unique perspective on navigating grief and moving forward after the death of both her husband and father by the age of 30. With over 17 years of experience in grief counseling, Nikki emphasizes the importance o…
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Have you considered the true cost of healthcare for women, especially in the face of widowhood? Forbes reports that women pay nearly $15 billion more than men in health costs. In this episode of Financially Ever After, host Stacy Francis is joined by Beth Battaglino, the CEO of Healthy Women, and Deb Gordon, the co-founder of Umbra Health Advocacy.…
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Losing a spouse is difficult enough, and navigating the complex world of taxes only adds to that burden. In this episode of Financially Ever After, host Stacy Francis is joined by Samantha Harris, CPA, who leads her own tax preparation service company. Together, they provide valuable advice that will help you understand important nuances, file your…
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What are the key differences between traditional estate planning and elder law planning, and why is it important to consider elder law planning at a younger age? In this episode of Financially Ever After, host Stacy Francis delves into the intricate world of special needs planning and elder law with guest Britt Burner. Together, they navigate the c…
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What if you received a call or email claiming to be from the IRS, demanding immediate payment for back taxes or threatening legal action? How would you react in a moment of heightened emotion and urgency? In this episode of Financially Ever After, Stacy Francis is joined by Kathy Stokes, who brings a wealth of knowledge and experience in combating …
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Holly Strelzik, a woman who has experienced her fair share of loss and grief, joins Stacy Francis on this episode of Financially Ever After. From a childhood of divorce and estrangement to the death of a close friend and several traumatic events, Holly has cultivated a profound connection to the art of dying and end-of-life care. As an end-of-life …
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So many of us lost loved ones as COVID-19 swept through our communities, each of us with our own story of love and loss. But what about when those stories include our children? Melanese Marr-Thomas is a two-time Amazon bestselling author and entrepreneur, and she joins Stacy Francis on this episode of Financially Ever After Widowhood to share her p…
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Most parents think about the future of their finances, and the legacy that they will leave for their children. This week on Financially Ever After Widowhood, host Stacy Francis talks with renowned trust and estate lawyer Stefan Dunkelgrun about how to effectively plan your children’s inheritance and safeguard it against extravagance and divorce. As…
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Robert Farrington, founder of The College Investor, is a student loan and financial aid expert. He guides individuals in making wise college decisions and assists families in managing the challenges of student loan debt. In this episode of Financially Ever After Widowhood, Stacy interviews Robert about how single parents can best save for and pay f…
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Do you have a family business that could disintegrate into awkward disputes or expensive tax fights when you pass away? This week's guest, Michael Levy, knows all about the dramatic infighting and family stress depicted on HBO's acclaimed show Succession in real life! In over 20 years as an estate planning attorney, he has helped hundreds of famili…
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Jeanne Jacobwitz is a nurse practitioner and an adjunct professor at Georgetown University and New York University in the Graduate Midwifery and Women's Health programs. She believes that mental, physical, and financial health are interconnected. After losing her husband and experiencing her own grief journey, she joined The W Connection, a nonprof…
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Cognitive Behavioral and Grief Coach Jordan Schwartz Hendin joins host Stacy Francis to discuss navigating the holidays after losing a spouse. Jordan draws from her personal experiences with grief, having lost her own mother at a young age and supporting her widowed grandmother through multiple losses. Now a professional coach, she works with women…
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Irene Weinberg shares her journey from profound grief to a renewed sense of inner strength and spiritual wisdom after losing her husband, Saul, in a tragic car accident. Irene's story goes beyond conventional narratives, exploring a spiritual awakening that shaped her healing journey and led her to a passion for helping other grieving women create …
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In this episode of Financially Ever After Widowhood, Stacy Francis welcomes Sarah Constantine, an accomplished estate planning attorney renowned for helping ultra high net worth individuals presere and transfer their legacies. Sarah’s commitment goes beyond the technical aspects of the law; it stems from a genuine belief in service and a desire to …
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In this Financially Ever After Widowhood episode, Stacy Francis welcomes Kelley Joyce and Susan Crumiller to explore rejoining the workforce after loss. Kelly, a seasoned career coach, specializes in helping professionals find their career path and realize their dream job. Susan is an accomplished attorney who is known for her work in representing …
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Dawn Nargi is the Executive Director at The W Connection, an organization that provides essential resources for widows looking to rebuild their lives after the loss of a spouse. Beyond her role at the W Connection, Dawn is a widow herself. Balancing personal grief with the demands of single parenthood, her story is a testament to the strength of th…
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In this episode of Financially Ever After Widowhood, host Stacy Francis welcomes Carolyn Moor, the founder of the nonprofit organization Modern Widows Club. Recognized internationally for her impactful TED Talk on supporting those experiencing grief, as well as her appearances on The Oprah Winfrey Show, Carolyn has become a leading advocate empower…
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Marc Zimmerman is an expert in all things probate. He is the co-founder of The Zimmerman Firm, a welcoming and informative resource for people seeking guidance on this important aspect of the law. He is committed to simplifying the often mystifying world of probate and estate planning and believes in taking a proactive approach to asset management;…
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Brian Corrigan is a seasoned expert specializing in trusts, estates, and fiduciary litigation. He brings a wealth of knowledge from his experience handling a diverse range of Surrogate Court matters, including will contests, contested accounting, fiduciary removal and surcharge, and discovery proceedings. With a primary focus on the implications fo…
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