Financially Ever After Widowhood

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 health and wellness, discussing affordable care opt...

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 grieving and emphasizes the value of genuine connec...

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 provide personalized financial advice. She emphasiz...

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 individuals maximize medical relationships and make...

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.

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 specializes in - gifting to foreign beneficiaries, managing...

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 experience in guardianship and estate litigation. She...

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 financial complexities of widowhood, understanding eli...

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 through this challenging transition. They also discuss i...

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 the challenges and transformations of life after lo...

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 accumulate from various sources like uncashed checks a...

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 we unravel the maze of Medicare and empower you t...

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 as ensuring you have a healthcare proxy and power...

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 of not just moving on but moving forward in the tap...

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. Together, they discuss the significant challenges...

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 taxes, and potentially save thousands of dollars...

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 complexities of legal and financial considerations...

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 financial crimes. As the Director of Fraud Prevent...

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 doula and grief recovery specialist, Holly underst...

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 powerful journey of love and loss. Melanese opens u...

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 a partner at Davidoff Hutcher and Citron in New Y...

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 for college without compromising their own financia...

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 families navigate messy succession scenarios. On this ep...

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 nonprofit providing support for widowed individuals. Jean...

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 struggling with grief and major life transitions....