Best Financiallyeverafter Podcasts (2024)

1
Solo Aging: Navigating Life and Healthcare Without a Safety Net with Dr. Gerda Maissel 35:08

6h ago35:08

35:08

Solo agers, people without traditional family supports, are an increasingly common demographic. Dr. Gerda Maissel, a private patient advocate, joins Stacy Francis on Financially Ever After Widowhood to discuss the challenges solo agers face, especially in navigating the healthcare system. Dr. Maissel’s expertise as a physician has led her to help i…

1
Summer Hiatus 1:06

24d ago1:06

1:06

The team at Financially Ever After is taking a brief summer pause to line up an amazing new series of guests for you in the fall. So relax, enjoy the end of the summer, and if you have some time, catch up on any episodes you've missed! You'll find the entire archive at FrancisFinancial.com/Podcast. We'll be back on September 17th.…

1
Navigating Estate Planning with International Assets with Paula Jones 35:52

1M ago35:52

35:52

Paula Jones, a trust and estate attorney, discusses the complexities of estate planning and taxation for U.S. citizens with international assets or family members abroad. She highlights the U.S. system of taxing worldwide income and assets, in contrast to other countries' residency-based taxation. Paula also talks about other subjects she specializ…

1
[Replay] Empowering Families in End-of-Life Decision Making with 35:12

2M ago35:12

35:12

When faced with a terminal illness diagnosis, your emotions can be overwhelming. You still need to navigate the legal aspects, however, to ensure that you and your loved ones are protected. Stacy Francis’ guest this week is Alison Arden Besunder, a partner in charge of the Trust and Estates department at Goetz Fitzpatrick. Alison has extensive expe…

1
Unraveling Social Security for Widowed Parents 30:50

2M ago30:50

30:50

This week on Financially Ever After Widowhood, you’ll enjoy a powerful crossover episode with the Modern Family Matters Podcast. Stacy Francis joins Steve Altishin, Director of Client Partnerships at Pacific Cascade Legal, to dive deep into the intricacies of social security laws and how they impact widowed parents. Stacy and Steve discuss the fina…

1
The Roadmap After Loss with Judy Heft 24:48

3M ago24:48

24:48

Are you prepared for the financial complexities of widowhood? In this episode, Stacy Francis and Judy Heft, a financial and lifestyle concierge, discuss essential steps to take after the loss of a spouse. From assembling a support team to navigating benefits like social security and veterans' benefits, you’ll have a roadmap to help guide you throug…

1
Transforming Grief into Support with Eloise Bune 24:46

3M ago24:46

24:46

What does the word widow mean to you? This is a question today’s guest thinks we should all be asking because it could use a new definition. In this Financially Ever After Widowhood episode, Stacy Francis speaks with Eloise Bune D’Agostino, the founder of DayNew, a company and community to support people through life-changing events. They discuss t…

1
Hidden Money Sources with David Silversmith 29:44

4M ago29:44

29:44

What if you could uncover free money that is rightfully yours? In this episode of Financially Ever After, host Stacy Francis unveils the hidden world of unclaimed funds with guest David Silversmith, a CPA and certified financial planner at Eisner Advisory Group, LLC. They discuss the staggering amount of unclaimed funds available, how they can accu…

1
Mastering Medicare with Riitta Schoenfeld 38:44

4M ago38:44

38:44

What are the key considerations when navigating the complex world of Medicare and health insurance as you approach age 65? In this episode, Riitta Schoenfeld, a Medicare expert, delves into the intricacies of Medicare, discussing eligibility, different plan options, penalties, and the importance of understanding your healthcare coverage. Join us as…

1
Terminal Illness and Long-Term Care with Candace Dellacona 39:59

5M ago39:59

39:59

Do you know what steps to take and how to keep yourself secure in the face of a devastating medical diagnosis? In this episode of Financially Ever After Widowhood, host Stacy Francis talks to Candace Dellacona, a family lawyer who helps older adults plan for their future. They discuss how to prepare for long-term care and protect your assets, such …

1
Moving Forward or Moving On after Loss with Nikki Sewell 35:39

5M ago35:39

35:39

When you suffer a loss, should you move forward or move on? Nikki Sewell, a therapist with a personal experience of profound loss, offers a unique perspective on navigating grief and moving forward after the death of both her husband and father by the age of 30. With over 17 years of experience in grief counseling, Nikki emphasizes the importance o…

1
The Healthcare Crisis for Widows with Deb Gordon and Beth Battaglino 42:41

6M ago42:41

42:41

Have you considered the true cost of healthcare for women, especially in the face of widowhood? Forbes reports that women pay nearly $15 billion more than men in health costs. In this episode of Financially Ever After, host Stacy Francis is joined by Beth Battaglino, the CEO of Healthy Women, and Deb Gordon, the co-founder of Umbra Health Advocacy.…

1
Understanding Your Taxes After A Loss with Samantha Harris, CPA 36:49

6M ago36:49

36:49

Losing a spouse is difficult enough, and navigating the complex world of taxes only adds to that burden. In this episode of Financially Ever After, host Stacy Francis is joined by Samantha Harris, CPA, who leads her own tax preparation service company. Together, they provide valuable advice that will help you understand important nuances, file your…

1
Elder Law and Special Needs Planning with Britt Burner 41:09

7M ago41:09

41:09

What are the key differences between traditional estate planning and elder law planning, and why is it important to consider elder law planning at a younger age? In this episode of Financially Ever After, host Stacy Francis delves into the intricate world of special needs planning and elder law with guest Britt Burner. Together, they navigate the c…

1
Financial Security and Fraud Prevention with Kathy Stokes 41:12

7M ago41:12

41:12

What if you received a call or email claiming to be from the IRS, demanding immediate payment for back taxes or threatening legal action? How would you react in a moment of heightened emotion and urgency? In this episode of Financially Ever After, Stacy Francis is joined by Kathy Stokes, who brings a wealth of knowledge and experience in combating …

1
Navigating Grief and Finding Peace in Caregiving with Holly Strelzik 26:10

8M ago26:10

26:10

Holly Strelzik, a woman who has experienced her fair share of loss and grief, joins Stacy Francis on this episode of Financially Ever After. From a childhood of divorce and estrangement to the death of a close friend and several traumatic events, Holly has cultivated a profound connection to the art of dying and end-of-life care. As an end-of-life …

1
Mothering Through Mourning: Navigating Widowhood and Parenthood with Melanese Marr-Thomas 33:14

8M ago33:14

33:14

So many of us lost loved ones as COVID-19 swept through our communities, each of us with our own story of love and loss. But what about when those stories include our children? Melanese Marr-Thomas is a two-time Amazon bestselling author and entrepreneur, and she joins Stacy Francis on this episode of Financially Ever After Widowhood to share her p…

1
Trusts, Inheritance, and Protecting Your Children's Future with Stefan Dunkelgrun 38:28

9M ago38:28

38:28

Most parents think about the future of their finances, and the legacy that they will leave for their children. This week on Financially Ever After Widowhood, host Stacy Francis talks with renowned trust and estate lawyer Stefan Dunkelgrun about how to effectively plan your children’s inheritance and safeguard it against extravagance and divorce. As…

1
Navigating College Costs as a Single Parent with Robert Farrington 33:36

9M ago33:36

33:36

Robert Farrington, founder of The College Investor, is a student loan and financial aid expert. He guides individuals in making wise college decisions and assists families in managing the challenges of student loan debt. In this episode of Financially Ever After Widowhood, Stacy interviews Robert about how single parents can best save for and pay f…

1
The Importance of Succession Planning to Future-proof Your Business with Michael Levy 41:45

10M ago41:45

41:45

Do you have a family business that could disintegrate into awkward disputes or expensive tax fights when you pass away? This week's guest, Michael Levy, knows all about the dramatic infighting and family stress depicted on HBO's acclaimed show Succession in real life! In over 20 years as an estate planning attorney, he has helped hundreds of famili…

1
Self-Care Strategies for the Recently Bereaved with Jeanne Jacobwitz 36:34

10M ago36:34

36:34

Jeanne Jacobwitz is a nurse practitioner and an adjunct professor at Georgetown University and New York University in the Graduate Midwifery and Women's Health programs. She believes that mental, physical, and financial health are interconnected. After losing her husband and experiencing her own grief journey, she joined The W Connection, a nonprof…

1
Honoring Traditions and Making New Ones This Holiday Season with Jordan Schwartz Hendin 38:21

10M ago38:21

38:21

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…

1
Navigating Life's Third Act: From Grief to Purpose with Irene Weinberg 42:31

11M ago42:31

42:31

Irene Weinberg shares her journey from profound grief to a renewed sense of inner strength and spiritual wisdom after losing her husband, Saul, in a tragic car accident. Irene's story goes beyond conventional narratives, exploring a spiritual awakening that shaped her healing journey and led her to a passion for helping other grieving women create …

1
Organizing Your Affairs to Support and Safeguard Your Family with Sarah Constantine 41:06

11M ago41:06

41:06

In this episode of Financially Ever After Widowhood, Stacy Francis welcomes Sarah Constantine, an accomplished estate planning attorney renowned for helping ultra high net worth individuals presere and transfer their legacies. Sarah’s commitment goes beyond the technical aspects of the law; it stems from a genuine belief in service and a desire to …

1
Dealing with Workplace Discrimination as a Widow with Kelley Joyce and Susan Crumiller 47:39

12M ago47:39

47:39

In this Financially Ever After Widowhood episode, Stacy Francis welcomes Kelley Joyce and Susan Crumiller to explore rejoining the workforce after loss. Kelly, a seasoned career coach, specializes in helping professionals find their career path and realize their dream job. Susan is an accomplished attorney who is known for her work in representing …

1
Rebuilding Life after Loss: From Grief to Growth with Dawn Nargi 33:15

1y ago33:15

33:15

Dawn Nargi is the Executive Director at The W Connection, an organization that provides essential resources for widows looking to rebuild their lives after the loss of a spouse. Beyond her role at the W Connection, Dawn is a widow herself. Balancing personal grief with the demands of single parenthood, her story is a testament to the strength of th…

1
Empowering Widows: Advocacy, Empathy, and Support with Carolyn Moor 41:20

1y ago41:20

41:20

In this episode of Financially Ever After Widowhood, host Stacy Francis welcomes Carolyn Moor, the founder of the nonprofit organization Modern Widows Club. Recognized internationally for her impactful TED Talk on supporting those experiencing grief, as well as her appearances on The Oprah Winfrey Show, Carolyn has become a leading advocate empower…

1
Navigating the Complexities of Probate with Clarity with Marc Zimmerman 34:59

1y ago34:59

34:59

Marc Zimmerman is an expert in all things probate. He is the co-founder of The Zimmerman Firm, a welcoming and informative resource for people seeking guidance on this important aspect of the law. He is committed to simplifying the often mystifying world of probate and estate planning and believes in taking a proactive approach to asset management;…

1
I’ve Got the Power! (of Attorney) with Brian Corrigan 31:43

1y ago31:43

31:43

Brian Corrigan is a seasoned expert specializing in trusts, estates, and fiduciary litigation. He brings a wealth of knowledge from his experience handling a diverse range of Surrogate Court matters, including will contests, contested accounting, fiduciary removal and surcharge, and discovery proceedings. With a primary focus on the implications fo…

1
Empowering Families in End-of-Life Decision Making with Alison Arden Besunder 34:40

1y ago34:40

34:40

When faced with a terminal illness diagnosis, your emotions can be overwhelming. You still need to navigate the legal aspects, however, to ensure that you and your loved ones are protected. Stacy Francis’ guest this week is Alison Arden Besunder, a partner in charge of the Trust and Estates department at Goetz Fitzpatrick. Alison has extensive expe…

1
The Art of Giving with Mindy Stern 45:36

1y ago45:36

45:36

Charity is not just about giving; it's about making a difference. In this enlightening episode of Financially Ever After Widowhood, Mindy Stern joins Stacy Francis to discuss all things philanthropy. Mindy is a partner at Schwartz Sladkus Reich Greenberg Atlas LLP, specializing in real estate and estate planning. She has a passion for helping clien…

1
Paving Your Path to Peace with Anne DeButte 36:53

1y ago36:53

36:53

Anne DeButte is a respected and empathetic grief coach, author, and podcast host. She has made significant contributions to the field of grief counseling through her comprehensive approach to helping people navigate through their unique grief journeys. Her book, Grief's Abyss: Finding Your Pathway to Peace, encapsulates her insights on the impact o…

1
Honoring Memories: Organizing Belongings with Love and Purpose with Janine Sarna-Jones 35:40

1+ y ago35:40

35:40

Are you struggling to sort through your household items after the loss of a loved one? It's not just a matter of spring cleaning; it's an emotional journey that requires empathy and support. In this episode of Financially Ever After Widowhood with Stacy Francis, Janine Sarna-Jones, organizational maven, shares her expertise on navigating the proces…

1
Navigating the Maze of Grief with Joy Rosenthal 31:03

1+ y ago31:03

31:03

In a world where loss and grief often appear as villains, there are those who embody the spirit of resilience. On this episode, Financially Ever After Widowhood, Stacy Francis welcomes Joy Rosenthal - a woman who turned her own personal tragedies into catalysts for compassion, empathy, and strength. Joy is a seasoned lawyer, divorce mediator, and a…

1
Organizing the (E)State of Your Affairs with Amy Holzman 36:42

1+ y ago36:42

36:42

Amy Holzman is a seasoned trust and estate attorney with over 25 years of experience. Specializing in estate planning and administration, Amy prepares wills, trusts, estate and gift tax planning, and healthcare proxies, for a wide range of clients including US citizens, international families, and LGBTQ+ clients. In this episode, Amy and Stacy Fran…

1
Estate Planning 101: Everything You Need to Know with Laura Cowan 35:36

1+ y ago35:36

35:36

Many people believe that estate planning is only for high net worth individuals. But as Laura Cowan and I discuss in this episode of Financially Ever After Widowhood, having an estate plan is crucial regardless of your financial situation. Laura is a trusts and estates attorney based in Midtown Manhattan, and the founder of the Law Office of Laura …

1
Taking Control of Your Finances After Widowhood with Kathy Gleason 32:59

1+ y ago32:59

32:59

Are you struggling to cope with the loss of a spouse and the financial challenges that come with it? In this episode of Financially Ever After Widowhood, host Stacy Francis speaks with Kathy Gleason, an author and grief support expert with a deep understanding of the struggles that come with losing a spouse. Kathy is also co-host of the As I Live a…

1
Introducing Financially Ever After Widowhood 10:17

1+ y ago10:17

10:17

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 …

1
Steps to Take Before You Say ‘I Do’... 36:17

1+ y ago36:17

36:17

Morgan Mouchette is a Matrimonial and Family Law Partner at Blank Rome LLP specializing in divorce, child custody, and prenuptial agreements. She provides tailored support based on each family's unique circumstances and needs. In this episode, Morgan and Stacy Francis discuss prenuptial agreements, why they are recommended, and debunk some common m…

1
On Inheritances and Second Marriages 43:38

2y ago43:38

43:38

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 marria…

1
Your Health is Your Wealth 45:23

2y ago45:23

45:23

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 Medici…

1
Money Tips for Launching Financial Grownups 34:54

2y ago34:54

34:54

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 c…

1
Estate Planning During and After Divorce 37:54

2y ago37:54

37:54

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 ho…

1
Hide and Seek with Fraud 45:19

2y ago45:19

45:19

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 fami…

1
Getting the Bang for Your Buck in Real Estate 36:42

2y ago36:42

36:42

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 ch…

1
Co-Parenting After Divorce 38:06

2y ago38:06

38:06

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 resour…

1
Finding The Right Financial Advisor 25:18

2y ago25:18

25:18

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, inc…

1
Returning to Work after Divorce 48:42

2y ago48:42

48:42

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…

1
Long-Term Financial Security begins by Advocating for Yourself 41:26

2y ago41:26

41:26

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…

1
Extracting Yourself From Financial Abuse 38:18

2y ago38:18

38:18

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. Sh…

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Financiallyeverafter Podcasts

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