PODCAST · kids
Financially Ever After Widowhood
by 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.
Episodes
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Stay, Sell, or Downsize? The Emotional and Financial Sides of Homeownership with Alexandra Gupta
A house can be full of wonderful memories and still no longer make sense for your finances, lifestyle, or future. But deciding to leave isn't exactly easy, especially after a major life change. In this episode, Stacy sits down with real estate expert Alexandra Gupta to talk about the emotional…
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When Medicare Isn’t Enough: Planning for the Real Cost of Care with Denise Kligman
Who’s going to care for you when you’ve spent years caring for everyone else? Long-term care is one of those topics that’s easy to put off until you're left with no easy choices. In this episode, Stacy talks with long-term care specialist Denise Kligman about what care can really cost, what...
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When the Scam Sounds Real: How to Spot Fraud Before It’s Too Late with Donna Olah-Reiken
Scammers don’t need you to be careless. They just need you to be rushed, distracted, lonely, or convinced that someone you trust needs help right now. 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...
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When Alzheimer’s Changes Everything: Taking Control of the Finances with Suzy McNamara
How do you keep showing up for someone you love when grief has already started, and the bills, taxes, legal decisions, and everyday money stuff suddenly land on your shoulders too? Suzy McNamara joins Stacy for a conversation about caring for her husband through early-onset Alzheimer’s, losing…
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When Estate Planning Meets the Practical Money Reality After Death with Evan Gilder
You can have the will, the beneficiaries, the trust, and still get blindsided when someone dies. Bank accounts can freeze, automatic payments can stop, and suddenly the grieving person is also trying to keep the financial wheels turning. Stacy sits down with accountant Evan Gilder to unpack the...
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When Home Isn’t the Safest Choice for Your Aging Parents with Rebecca Lippel
How do you honor a loved one’s wish to stay at home while also making sure they are safe, supported, and able to thrive? 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...
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The Confidence to Invest During Life-Changing Transitions with Samina Bari
Why are so many capable, successful women still hesitant to call themselves investors? 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. She also opens up about…
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Estate Planning for Blended Families: How to Prevent Inheritance Conflict Before It Starts with Stella King
Estate planning isn't just about legal documents. It's also the conversations families avoid until it's too late. From second marriages and blended families to unequal inheritances and caregiver children, the choices you make today can shape your family's relationships for years to come. Stacy...
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Hidden Crypto, Digital Spying, and Financial Secrets: What You Need to Know with Corey Davis
Your phone knows where you’ve been, who you’ve talked to, what you’ve searched for, and sometimes even more than you realize. So how much of your digital life could someone else see if they had access? In this eye-opening conversation, Stacy sits down with digital forensic investigator Corey…
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Estate Planning Myths That Override Good Intentions with Lauren Klein
Marriage comes with a lot of assumptions. Your spouse will inherit everything. They can make decisions for you if something happens. The house automatically stays in the family. Sounds straightforward, right? Not so fast. In this episode, Stacy sits down with estate planning attorney Lauren Klein...
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Unpacking the Realities of Real Estate After a Major Life Change with Melissa Rubenstein
Selling a home can bring up way more than numbers and paperwork. Stacy and real estate expert Melissa Rubenstein unpack the financial realities and emotional side of buying, selling, downsizing, and renting - especially during major life changes like widowhood, divorce, or starting over somewhere...
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The Hidden Financial Benefits Available to Gold Star Widows with Daniel Kopp
Losing a spouse is already life-altering. Losing a spouse in the line of duty brings an entirely different level of grief, pressure, and financial complexity that most people never fully understand. In this episode, Stacy Francis talks with Air Force veteran, widower, financial therapist, and...
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Is Your Business Protected If Something Happens to You with Katya Sverdlov
A business can be one of the most meaningful things you build in your lifetime. But without the right plan, it can also become one of the most complicated things your family has to untangle. In this episode, Stacy sits down with estate planning attorney Katya Sverdlov to talk about the real-life...
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Journal With Us: Your Money Story After Losing a Spouse (Part 2)
Nobody wants to think about their own death, but the greatest gift you can give the people you love is making sure they're not left scrambling when you're gone. In this episode, Stacy Francis and Sunaina Mehra get into the practical, often overlooked steps you can take right now to make sure your...
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Journal With Us: Your Money Story After Losing a Spouse (Part 1)
Money can feel overwhelming, especially after loss… but what if the real starting point is your own story, instead of spreadsheets or strategies? In this first part of a powerful live “Money Circle,” Stacy and Sunaina slow everything down and guide you somewhere most financial conversations never...
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When Heirlooms Become Assets with Peter Costanzo
Could the most overlooked part of your estate plan be sitting right in your living room? Jewelry tucked away in a drawer, artwork on the wall, a shelf full of old books, family pieces everyone assumes are “just sentimental”. Some of these items may be worth far more than anyone realizes, while...
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The Ex Inheritance Problem with Natalie Colley
Could one outdated beneficiary form completely override your will, your divorce agreement, and everything you thought you had buttoned up? It sounds small. Administrative. Boring, even. But beneficiary designations are one of the most powerful and most overlooked pieces of your financial life. In...
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The Widow’s Tax Shift: What Happens to Your Taxes After Your Spouse Passes Away with Allen Sakon
Taxes. Filing status. Adjusted gross income. Capital gains. Just reading those words can make you want to close the tab and deal with it “later.” But here’s the truth: taxes change after widowhood. Sometimes in ways no one warns you about. Filing status shifts. Income is calculated differently....
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Why Pre-Planning Your Funeral is an Act of Love with Frances Cangero
Nobody wants to talk about death - until they’re sitting in a funeral home, numb, grieving, and trying to guess what their loved one would have wanted. This episode pulls back the curtain on a topic most families avoid, even though avoiding it often creates more pain, confusion, and guilt later....
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Using Trusts to Protect Your Legacy with Shamisa Zvoma
Is your money really going where you want it to when you’re gone, or are taxes, outdated documents, and lack of planning quietly deciding for you? In this episode, I sit down with CPA and estate planning expert Shamisa Zvoma to unpack the truths most people miss about trusts, gifting, tax…
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Rebuilding Without a Map with Merritt Minnemeyer
How do you rebuild a life when everything you planned disappears overnight — and you’re suddenly responsible for three children, major financial decisions, and a future you never asked for? In this deeply moving conversation, Stacy sits down with Merritt Minnemeyer to talk about widowhood,...
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[Replay] Honoring Traditions and Making New Ones This Holiday Season with Jordan Schwartz Hendin
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...
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Surviving the Healthcare Maze with Anne McGuire
Ever feel like the threat of medical bills and confusing insurance rules hangs over every healthcare decision? 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...
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Legacy Planning Series: Episode 3 – Planning Ahead with Clarity
If the people you love most suddenly had to take over your bills, subscriptions, and everyday logistics — would they know where to begin? 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...
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Legacy Planning Series: Episode 2 – Insurance and Asset Essentials
Ever think about what would happen if your family suddenly had to figure out your insurance, bills, or assets - without you there to explain it? It’s not fun to imagine, but it’s one of the most loving things you can prepare for. In this episode of Financially Ever After Widowhood, Stacy and...
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Legacy Planning Series: Episode 1 – Because I Love You Guide
What would happen if your ex-spouse were still listed as the beneficiary on your 401(k)? Or if your loved ones couldn’t access your accounts after you’re gone? These are the kinds of oversights that can cause chaos, but they’re also completely preventable with the right planning. In this episode…
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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. The truth is, whether you’re raising kids, caring for a loved one with special needs, or simply want to be sure your savings go exactly where you intend, estate planning…
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What Widows Really Need When They Experience Loss with Amy Woody
What do you say to someone who’s just lost the love of their life? Is it better to stay quiet for fear of saying the wrong thing, or is silence actually the most painful response of all? In this deeply moving episode of Financially Ever After Widowhood, Stacy Francis sits down with Amy Woody,...
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Transforming from Financial Anxiety to Empowered Decision-Making After Loss with Emma Gray
What if the money that shows up after loss doesn’t feel like security, but like a cruel reminder of what you’ve lost? How do you turn something that feels heavy and unwanted into a source of hope, stability, and even love? In this episode of Financially Ever After Widowhood, Stacy sits down with...
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Don’t Pay That Debt: The Truth About Medical Bills After Death with Shana Siegel
Did you know that the number one reason for bankruptcy in the US isn’t overspending - it’s medical debt? And for many widows, the bills don’t stop after their spouse passes away. In this episode of Financially Ever After Widowhood, Stacy sits down with Shana Siegel, a partner at Norris McLaughlin...
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From Grief to Growth: How Pam Baker Built a Community of Healing
What happens when a financial planner dies - and even his widow can’t find the key to the safe? In this raw and uplifting episode, Stacy sits down with Pam Baker, founder of Widows Who Wine, to unpack the emotional and financial mess that followed her husband’s death. Pam shares the hard truths…
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Escaping the Grip of Financial Abuse with Victoria McCooey
When does financial support turn into financial control? Are you really in charge of your finances - or just being told you are? What if the person you love most is also the one slowly eroding your financial freedom? In this gripping episode of Financially Ever After Widowhood, Stacy sits down…
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The Social Security Survivor Benefit Secret with Mary Beth Franklin
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...
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What Do You Do If Your Spouse Dies Before the Divorce Is Finalized with Lisa Zeiderman and Amy Holzman
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…
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What Every Widow Needs to Know About Life Insurance with Avani Ramnani
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…
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Getting Financially Organized in Life’s Toughest Moments with Jacob and Peter Gordon
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...
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Rebuilding Money Confidence After Loss with Financial Therapist Erika Wasserman
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....
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[Replay] Taking Control of Your Finances After Widowhood
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…
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Emotional Resilience in a Volatile Market with Matt Haertzen
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...
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Surviving the IRS: Innocent Spouse Relief and Other Solutions with Megan Brackney
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...
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Navigating Mental Health Law: Supporting Families Through Crisis with Lisa Herman
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…
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Who Will Support You as You Age? Smart Planning for Solo Agers with Marni Blank
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...
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Grief-Proof Your Assets with Claire Schwartz
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…
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5 Financial Resolutions for Widows with Natalie Colley
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...
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Avoiding Costly Mistakes in Your Estate Planning with Dahiema Grant
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…
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Finding Balance in Caregiving with Debbie Weiss
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,...
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[Replay] Honoring Traditions and Making New Ones This Holiday Season with Jordan Schwartz Hendin
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,...
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Navigating the Holidays: Setting Boundaries and Budgets After Loss with Kim Murray
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....
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The Election Effect: Navigating Tax Changes and Policy Shifts with Deborah Schaub
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...
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Estate Planning After a Wrongful Death with Mary Beth Heiskell
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…
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ABOUT THIS SHOW
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.
HOSTED BY
Stacy Francis
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Frequently Asked Questions
How many episodes does Financially Ever After Widowhood have?
Financially Ever After Widowhood currently has 234 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Financially Ever After Widowhood about?
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,...
How often does Financially Ever After Widowhood release new episodes?
Financially Ever After Widowhood publishes regularly with 234 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Financially Ever After Widowhood?
You can listen to Financially Ever After Widowhood on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Financially Ever After Widowhood?
Financially Ever After Widowhood is created and hosted by Stacy Francis.
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