Financially Ever After Podcast
1) 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. S...Show More
2) Pre-Planning Your Funeral Is 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 m...Show More
3) 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Is your money really going where you want it to when you’re gone, or are taxes, outdated documents, and lack of planning quietly deciding for you?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 plann...Show More
4) 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 de...Show More
5) [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, ha...Show More
6) 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 clar...Show More
7) 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...Show More
8) 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 lovin...Show More
9) 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 c...Show More
10) 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...Show More