Financially Ever After Widowhood - podcast cover

Financially Ever After Widowhood

Stacy Francisfrancisfinancial.com
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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Episodes

On Inheritances and Second Marriages

Gary Botwinick is co-managing partner of Einhorn Barbarito Frost & Botwinick and Chair of the firm’s Trust and Estates/Taxation Practice Group. He is an estate planning expert with a deep background in taxation, estate administration, corporate formation, and succession planning. Gary shares some of the top issues that couples face in second marriages, especially if there are children involved, and gives important tips on how to make sure your assets pass on successfully. Estate planning isn...

Dec 13, 202244 minEp. 144

Your Health is Your Wealth

Amber Flanagan, CFP, is Principal at ASHCON Financial and advises clients from all walks of life about their financial and insurance needs. Her approach is to listen to her clients' unique situations, then determine what actions best suit their needs. Dr. Gerda Maissel, known as “The Medical Sherpa,” is a Physical Medicine and Rehabilitation Medicine physician, former health system executive, and founder of My MD Advisor. Her role is to advocate for patients with complicated medical problems and...

Nov 29, 202245 minEp. 143

Money Tips for Launching Financial Grownups

Bobbi Rebell, CFP® is the author of Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart, a financial literacy advocate, the host of the Money Tips for Financial Grownups podcast and the founder of GrownupGear.com. She was previously a global business news anchor and personal finance columnist at Reuters and held various journalist positions at top news outlets, including CNBC, CNN, and PBS. Bobbi discusses the importance of gift-gi...

Nov 15, 202235 minEp. 142

Estate Planning During and After Divorce

Paula Jones is founder and Principal of Jones Estate Group and adjunct professor at the Western New England University School of Law. With over 25 years of experience, both internationally and domestically, she helps individuals of moderate to high net worth ensure that their assets transfer to the people they love in the right way. Paula shares how listeners can protect themselves and their family during the divorce process in the event of an untimely death. She busts a myth about wills and tal...

Nov 01, 202238 minEp. 141

Hide and Seek with Fraud

Tracy Coenen is a Forensic Consultant and Fraud Investigator at Sequence Inc. Forensic Accounting. She is also the creator of the Divorce Money Guide, an online 10-step handbook for people going through divorce who suspect their spouse has been fraudulent. For over 25 years, she has been conducting fraud investigations. She also specializes in family law and divorce, and litigation. Tracy shares how to find out the likelihood of fraud in your marriage, and what to do about hidden investments. In...

Oct 18, 202245 minEp. 140

Getting the Bang for Your Buck in Real Estate

Melissa Rubenstein is a residential and commercial real estate agent at Christie's International Real Estate in Northern New Jersey. For the past 18 years, she has had her thumb on the pulse of what happens in real estate across the country. She is also an expert in divorce, her practice lending the relevant know-how to help clients navigate the challenges of buying and selling property. Melissa shares insights on current market conditions, and gives advice on how to get top dollar for your prop...

Oct 04, 202237 minEp. 139

Co-Parenting After Divorce

Sherry Smith is a licensed marriage and family therapist, psychotherapist, certified divorce coach, author, speaker, and podcast host. She combines her training, practice, and experiences to promote non-adversarial divorce environments that support the family system. Sherry defines and describes co-parenting and shares tools, techniques, and resources parents can use to ensure their children are supported and empowered. Co-parenting occurs when you and your former spouse have a somewhat amicable...

Sep 20, 202238 minEp. 138

Finding The Right Financial Advisor

Deborah Nason is a journalist who has been covering business for the past 20 years, for both InvestmentNews and CNBC.com. She is on a mission to ensure people of all income levels get the financial advice and guidance they need. Deborah shares resources for helping people find the ideal financial advisor regardless of the state of their wallet, including some fantastic pro bono deals. A financial advisor is a trained, experienced professional who helps you understand your financial options, crea...

Sep 07, 202225 minEp. 137

Returning to Work after Divorce

Elizabeth Eiss is founder and CEO of ResultsResourcing, an online recruiting platform that matches employers with the right people. She is a serial entrepreneur, investor and gig economy expert who is passionate about business and driving win-win solutions for buyers and sellers in today's fluid talent market. Kelley Joyce is a career coach helping professionals discover their career path and land their dream job with confidence. She is founder and CEO of The Truth At Work, where she works with ...

Aug 23, 202249 minEp. 136

Long-Term Financial Security begins by Advocating for Yourself

Laura Terrell is an executive coach with over 25 years experience working with high-achieving professionals. She helps her clients build wealth and tap into a mindset that will help them achieve more financial success personally and in their professional lives. Laura shares common pitfalls to avoid, and three questions to consider that will put you on the path to long-term financial security. People are often nervous about acknowledging that money is very important to them in a professional role...

Aug 09, 202241 minEp. 132

Extracting Yourself From Financial Abuse

Genevieve Anderson is an investing and financial wellness coach dedicated to helping people take control of their finances. She teaches them how to invest, build wealth, and create healthy money habits through a 12-step recovery process. Genevieve uses her own experience to identify key signs of financial abuse and how to move forward healthily. She shares resources listeners can use to protect themselves and their family, and put them on the path to long term financial security. If you don’t ha...

Jul 26, 202238 minEp. 134

Taking Agency Over Your Destiny

Kathryn Ford is an award-winning celebrity coach and consultant, and the founder and CEO of Excellence Institute, the premier community for sophisticated, extraordinary women. She is also an Amazon best-selling author specializing in helping high-achieving women live with an abundance of health, wealth and love. Kathryn is a Los Angeles Business Journal nominee for Woman of the Year, and has been named ‘One of the top female entrepreneurs disrupting the business world' by Entrepreneur Magazine. ...

Jul 12, 202238 minEp. 133

Developing the Right Money Habitudes

Syble Solomon is the creator of Money Habitudes, a financial tool that helps people understand the psychology of money and make wiser financial decisions. She is a member of the Financial Therapy Association and a pioneer in looking at the intersection between money and emotions. Syble shares insights on what motivates financial decisions, and the deep-rooted and complex feelings we often have towards money. She talks about Money Habitudes, and the six different patterns you need to know to emer...

Jun 28, 202237 minEp. 132

One Home to Two: What Are Your Real Estate Options During Divorce

Seth Feinman is a 15-year veteran in the mortgage industry. His current role is Vice President of Silver Fin Capital, where he manages the licensed loan origination team. He is most proud of working one-on-one with clients to find the best loan product based on their unique situations. Mark D. Friedman is an award-winning real estate broker at Brown Harris Stevens and also represents buyers and sellers in Manhattan real estate as the co-founder of the Friedman-Rosenthal team. Seth and Mark share...

Jun 14, 202241 minEp. 131

Closing the Gap between Financial Analysis and Legal Requirements

Karen Chellew and Catherine Shanahan are the founders of My Divorce Solution, a divorce preparation platform team that includes a Certified Divorce Financial Analyst (CDFA) and Legal Liaison (LL). Having both experienced divorce, they combined their professional experiences in the financial and legal world to develop the MDS Financial Portrait™, which endeavors to erase the confusion and frustration you have been facing during the divorce process. Karen and Catherine share insights about their s...

May 31, 202238 minEp. 130

Reversing Downward Spirals

Jaime Morgan is a Certified Life Coach who has helped many women going through the divorce process move toward a new life filled with happiness. She brings years of experience to her clients, as well as her personal experiences with a failed marriage and divorce, as she assists them in creating action-oriented plans for life post-divorce. Jaime guides listeners through a three step process they can use to “accept, surrender, and move on.” She shares tips for dispelling “negative Nellies” - unhap...

May 17, 202237 minEp. 130

Uncovering Hidden Assets

James Guberman is partner and founder of Guberman Advisors, an advisory firm helping clients to understand the financial consequences of the decisions they face during their lives, including divorce. James is also a Certified Financial Analyst (CFA) and Certified Divorce Financial Analyst (CDFA). He is a board member of Savvy Ladies, a nonprofit passionate about bringing financial planning education to women. He educates listeners about the nature of hidden assets - why they’re not really “hidde...

May 03, 202239 minEp. 128

[Replay] Divorcing the Narcissist

We’re bringing back a popular episode from last year where Stacy Francis interviews Lisa Zeiderman about divorcing a narcissist. Lisa Zeiderman is Managing Partner at Miller Zeiderman, one of the leading matrimonial firms in New York and the tri-state area. She is also a certified Divorce Financial Analyst and has been recognized by the American Institute of Family Law Attorneys as one of the 10 Best Family Law Attorneys for Client Satisfaction. She joins Stacy Francis to share everything you ne...

Apr 19, 202235 minEp. 128

Becoming Financially Savvy

In this episode, Stacy Francis joins the Healing Broken Families Podcast for a crossover interview. She shares how to create empowering strategies for financial planning and wealth management before, during, and after divorce. She explores becoming financially savvy and taking a step closer to financial mastery. Divorce incurs both short-term and long-term expenses. Most people don’t focus much on the long-term expenses, but they are arguably the more debilitating, especially for women, whose ab...

Apr 05, 202237 minEp. 127

Generating Income while Balancing Family Responsibilities

Tiffani Higgins is owner and CPA at Stay at Home Bookkeeper Academy, where she proves you can succeed being a stay-at-home parent and generate income to live your life to the fullest, without sacrificing family time. She is also the owner of Missouri Cannabis CPA, a firm specializing in government regulations for companies in the cannabis industry. Tiffani teaches listeners what their options are for elevating their career while being a stay-at-home parent. She shares the biggest business mistak...

Mar 22, 202229 minEp. 126

Regulating Your Emotions Around Money

Nathan Astle is founder of Relational Money, an organization that specializes in helping people deal with issues related to their emotional difficulties with money, as well as helping couples experiencing financial conflict. He is a licensed Marriage and Family Therapist, as well as a Certified Financial Therapist. Nathan is a member of the board of directors of the Financial Therapy Association, and has been featured on CNBC and USA Today. He explains the role of a Certified Financial Therapist...

Mar 08, 202238 minEp. 125

Overcoming Financial Infidelity

T.H. Irwin and Jessica Klingbaum were divorced at the same time and had only each other to rely on for support. Now, through exEXPERTS, they help other women at every stage in the divorce journey, whether they are only just considering it, and even after. They use their experience to teach women everything they wished they knew, and provide them with the assistance they need. T.H. and Jessica share insights about their community, and the important role money played in their divorces. After her d...

Feb 22, 202242 minEp. 124

Everything You Should Know About High Net Worth Divorce

Lisa Zeiderman is Managing Partner at Miller Zeiderman LLP, and an official member of Forbes Business Council. She specializes in complex financial and custody divorce matters for high-net-worth individuals. In 2020, Lisa was named a 10 Best Family Law Attorney for Client Satisfaction by the American Institute of Family Law Attorneys. She is a Certified Divorce Financial Analyst, a Certified Financial Litigator, and teaches other matrimonial attorneys how to deal with complex assets in divorce. ...

Feb 08, 202244 minEp. 123

Cross-Post from Divorce Etc: Protecting Your Assets

In this crossover episode, you'll get to hear Stacy Francis when joined the hosts at DIVORCE etc… to talk about the best ways to protect your wealth during divorce, how to decide who gets what, and what your biggest asset actually is. The biggest asset you have is your earning capability, which is even larger than the value of your home. Whether or not you have wealth to inherit does not impede your ability to earn ongoing income. Additionally, it’s the asset that women have most control over. S...

Jan 25, 202222 minEp. 121

Navigating the Demands of Life and Starting 2022 in Balance

Dr. Randy Heller is a marriage and family therapist, collaborative mental health professional, and Adjunct Professor at Nova Southeastern University. She founded The Family Network, Inc., a comprehensive counseling center providing individual, couple, family, and group services to children, adolescents, and adults. In this episode, she talks with Stacy Francis about navigating the demands of life and starting the new year in balance and shares an action plan to make 2022 your best year. Thanksgi...

Jan 11, 202235 minEp. 120

My Partner Has Compulsive Gambling: Signs, Symptoms, and How to Protect Your Finances

Karen’s former husband had been struggling with a gambling addiction for over 20 years. Lynn’s ex-husband’s gambling addiction pervaded the last seven years of their almost 20-year long marriage. Karen and Lynn share their stories of being married to people who developed gambling addictions, how that upended their finances and sense of self, and how they found help. They share insights about compulsive gambling and how to recognize it, what resources are available for assistance, and how to prot...

Dec 21, 202150 minEp. 119

Settling Real Estate Disputes during Your Divorce

Ian Steinberg is an Associate Attorney at Berkman Bottger Newman & Schein, LLP, where he focuses on the litigation, negotiation, and settlement of matrimonial and family law cases. Prior to his current role, he worked at a real estate firm representing building owners and courts throughout New York City. He shares important information on the division of equity in the marital home in divorce, what happens if there's separate property, and the issues that arise when one spouse buys out the ot...

Dec 07, 202134 minEp. 118

What to Consider in Divorce if You Are the Breadwinner

Christopher Melcher is Partner at Walzer Melcher LLP, where he specializes in Family Law and represents clients in complex, high-stakes family law disputes. He is also Adjunct Professor at Pepperdine Law. Christopher is frequently hired by other family lawyers as a consultant, expert, or co-counsel on significant divorce cases in California. He joins Stacy Francis to talk about the breadwinning woman, and the financial considerations she needs to think about if she’s considering divorce. In rece...

Nov 23, 202140 minEp. 117

How to Choose the Right Mediation and Litigation Professional

Alla Roytberg is a Founding Partner at Roytberg Traum Law and Mediation P.C. She is also a collaborative attorney and mediator member of the International Academy of Collaborative Professionals. Alla has 25 years of experience in mediation and litigation, and specializes in legal and mediation services for families and small businesses, international and cross-cultural issues, divorce, residential real estate, wills and estate. She joins Stacy Francis to talk about finding the right divorce prof...

Nov 09, 202142 minEp. 116

Building Resilience After Grieving the Loss of Your Relationship

Nesreed Ahmed is founder and CEO of Harbor Life Coaching, and is an ICF credentialed Professional Certified Life and Grief Coach. She is passionate about helping people find their North Star and transforming their grief into superpower. She joins Stacy Francis to discuss her role as a grief coach, and how listeners can convert their grief into resilience. Many people do not handle grief very well. Grief coaching helps you deal with all the emotions and upset that you are feeling in practical way...

Oct 26, 202136 minEp. 115
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