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Financially Ever After Widowhood

Stacy Francis

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.

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24 episodes
fortnightly
Avg 40 min
English

Episodes 24

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#235
Tuesday · 51 min
Stay, Sell, or Downsize? The Emotional and Financial Sides of Homeownership with Alexandra Gupta
In this episode, Stacy sits down with real estate expert Alexandra Gupta to talk about the emotional and financial sides of staying, selling, downsizing, or renting.
#234
September 29 · 47 min
When Medicare Isn’t Enough: Planning for the Real Cost of Care with Denise Kligman
In this episode, Stacy talks with long-term care specialist Denise Kligman about what care can really cost, what Medicare doesn’t cover, how insurance options have changed, and why planning early can give you and your family a lot more breathing room when life takes an unexpected turn.
#233
September 15 · 47 min
When the Scam Sounds Real: How to Spot Fraud Before It’s Too Late with Donna Olah-Reiken
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.
#232
September 1 · 46 min
When Alzheimer’s Changes Everything: Taking Control of the Finances with Suzy McNamara
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.
#231
August 18 · 45 min
When Estate Planning Meets the Practical Money Reality After Death with Evan Gilder
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.
#230
August 4 · 43 min
When Home Isn’t the Safest Choice for Your Aging Parents with Rebecca Lippel
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.
#229
July 21 · 39 min
The Confidence to Invest During Life-Changing Transitions with Samina Bari
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.
#258
July 7 · 42 min
Estate Planning for Blended Families: How to Prevent Inheritance Conflict Before It Starts with Stella King
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.
#227
June 23 · 33 min
Hidden Crypto, Digital Spying, and Financial Secrets: What You Need to Know with Corey Davis
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.
#226
June 9 · 41 min
Estate Planning Myths That Override Good Intentions with Lauren Klein
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.
#225
May 26 · 48 min
Unpacking the Realities of Real Estate After a Major Life Change with Melissa Rubenstein
Stacy and real estate expert Melissa Rubenstein unpack the financial realities and emotional side of buying, selling, downsizing, and renting.
#224
May 12 · 38 min
The Hidden Financial Benefits Available to Gold Star Widows with Daniel Kopp
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.
#223
April 28 · 44 min
Is Your Business Protected If Something Happens to You with Katya Sverdlov
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.
#222
April 14 · 36 min
Journal With Us: Your Money Story After Losing a Spouse (Part 2)
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.
#221
April 1 · 12 min
Journal With Us: Your Money Story After Losing a Spouse (Part 1)
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.
#220
March 17 · 47 min
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.
#219
March 3 · 36 min
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."
#218
February 17 · 47 min
The Widow’s Tax Shift: What Happens to Your Taxes After Your Spouse Passes Away with Allen Sakon
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.
#217
February 3 · 38 min
Why Pre-Planning Your Funeral is an Act of Love with Frances Cangero
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.
#216
January 20 · 31 min
Using Trusts to Protect Your Legacy with Shamisa Zvoma
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.

Showing 1–20 of 24 episodes