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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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21 episodes
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Avg 38 min
English

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#232
Tuesday · 46 min
When Alzheimer’s Changes Everything: Taking Control of the Finances
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.
#215
January 6 · 36 min
Rebuilding Without a Map with Merritt Minnemeyer
In this deeply moving conversation, Stacy sits down with Merritt Minnemeyer to talk about widowhood, intuition, money, and the quiet courage it takes to start again.
Dec 9, 2025 · 38 min
[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 losses. Now a professional coach, she works with women struggling with grief and major life transitions. In this week’s show, Jordan and Stacy explore handling loss and loneliness, honoring traditions, and staying financially sound. The holidays can bring up complex emotions such as sadness, anger, and loneliness. This is normal after a major loss. Avoid unhealthy coping strategies like becoming an “isolator” or “doer.” Don’t overcommit to events or hide away alone. Reflect on your core values. Focus on traditions that align with what matters most, like family time. Make new memories and experiences, especially with children. Gift experiences rather than material items. Have open conversations with family about your grief. Don’t pretend to be okay if you’re not. Manage your finances by focusing on your values, not material possessions. Stick to a budget for holiday gifts and activities. You don’t have to navigate the holidays alone. Seek support from family or a grief counselor during this difficult time. Resources Jordan Schwartz on Website | Instagram | Email | Phone: 917-947-6037 Stacy Francis on LinkedIn | X(Twitter) Email: stacy@francisfinancial.com FrancisFinancial.com Instantly get advice from our guide, Financial Help for Widows, a resource designed for supporting women who need to navigate finances after the loss of a partner. Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!
#213
Nov 25, 2025 · 39 min
Surviving the Healthcare Maze with Anne McGuire
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 themselves uninsured.

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