Shows
Financially Ever After Widowhood[Replay] Honoring Traditions and Making New Ones This Holiday Season with Jordan Schwartz HendinCognitive 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 majo...
2025-12-0938 min
Financially Ever After Widowhood[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, author, and host of the podcast As I Live and Grieve. Kathy shares her deeply personal journey of navigating grief and the overwhelming financial aftermath that followed the loss of her husband.
This episode is a powerful call for women to not just be emotionally prepared...
2025-04-2933 min
Financially Ever After WidowhoodEmotional Resilience in a Volatile Market with Matt HaertzenWhat 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 without letting fear drive your decisions. When markets dip, it's easy to panic, but Matt and Stacy highlight how staying calm and sticking to your investment plan can help you not just weather the storm, but come out ahead.They explore the importance of staying...
2025-04-1535 min
Her Success StoryGrit, Determination, and Legacy: Stacy Francis's Path to Empowering WomenThis week, Ivy Slater, host of Her Success Story, chats with her guest, Stacy Francis. The two discuss Stacy's journey from launching a nonprofit at a young age to establishing a successful wealth management firm, the complexities of succession planning, and harnessing technology like AI to boost efficiency and client service. In this episode, we discuss: How Stacy embarked on her journey What sparked her mission and why it was so important to her Why succession planning is crucial What role technology plays in buisness How...
2025-04-0733 min
Financially Ever After WidowhoodGrief-Proof Your Assets with Claire SchwartzWhen 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 with grief coach Claire Schwartz about how to prepare ahead of time so that loss doesn’t turn into a crisis.They discuss the importance of trusts, delaying big financial decisions, and leaning on the right professionals to help you navigate both grief and financial security with clarity and confidence. Cl...
2025-02-1842 min
Financially Ever After WidowhoodAvoiding Costly Mistakes in Your Estate Planning with Dahiema GrantEver 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 expert, to unravel the intricacies of tax planning and estate strategies. From the basics of income taxes and capital gains to the more complex topics like estate taxes and inheritance planning, Dahiema walks us through strategies that can help you optimize your financial future—whether you're a female entrepreneur or someone navi...
2025-01-2142 min
Financially Ever After Widowhood[Replay] Honoring Traditions and Making New Ones This Holiday Season with Jordan Schwartz HendinWelcome 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, featuring Cognitive Behavioral and Grief Coach Jordan Schwartz Hendin.We hope this special replay offers comfort, guidance, and a reminder that you’re not alone. Thank you for tuning in, and we wish you peace and support this holiday season. Let’s revisit this incredible episode.Jordan dr...
2024-12-2439 min
Financially Ever After WidowhoodThe Election Effect: Navigating Tax Changes and Policy Shifts with Deborah SchaubWhat 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 strategies to maximize savings and navigate tax planning in a rapidly shifting economic landscape. From understanding current laws to preparing for future uncertainties, this conversation equips you with the tools to make smarter financial decisions today.Listen in as they discuss:
Key provisions of the Tax Cuts...
2024-11-2640 min
We Talk CareersPassion Fuels Purpose with Stacy FrancisPassion Fuels PurposeWhat if the key to unlocking your potential lies in discovering your passion? In this episode, we chat with Stacy Francis about how discovering your passion can shape your life’s journey and the importance of staying open to opportunities, allowing you to learn, adapt, and keep moving forward.Stacy Francis is the President and CEO of Francis Financial, a fee-only wealth management firm specializing in financial planning and divorce financial planning. With over 20 years of experience, she holds the CFP®, CDFA®, and CESTM designations. Stacy is also...
2024-11-1931 min
Financially Ever After WidowhoodEstate Planning After a Wrongful Death with Mary Beth HeiskellWhat 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 challenges families face when tragedy strikes. From the rights of estranged family members in estate claims to practical tips on managing assets and legal appointments, Mary Beth shares indispensable guidance to help families protect their financial future and avoid common pitfalls.Listen in as they discuss:
Ho...
2024-11-1238 min
Financially Ever After WidowhoodMind-Body Connection: Navigating Grief Through Movement with Dr. Gina WilliamsCan prioritizing your health make you more financially secure? In this episode of Financially Ever After Widowhood, Stacy Francis speaks with Dr. Gina Williams, a physical therapist and advocate for holistic well-being, about how wellness influences every aspect of our lives, including finances. Together, they explore practical ways to prioritize health and wellness, discussing affordable care options, the impact of stress on the body, and the importance of self-care.Listen in as they talk about:
Gina shares the link between health and wealth with her holistic approach, emphasizing the connection between wellness and...
2024-10-2926 min
Financially Ever After WidowhoodHow to Support Grieving Loved Ones with Hope RegerHow to Support Grieving Loved OnesAre you struggling with grief and seeking support? In this episode of Financially Ever After Widowhood, Hope Reger, a passionate advocate for those experiencing loss, shares her journey and insights on coping with grief with Stacy. She highlights the importance of recognizing the unique challenges that come with grieving and emphasizes the value of genuine connection and support. As the founder of Grief 2 Hope, she provides resources and a safe space for individuals to navigate their grief journey. Hear them discuss:
Understanding Grief: Grieving is a...
2024-10-1543 min
Financially Ever After WidowhoodMaximizing Your Inheritance: Smart Tax Strategies with Deborah A SchaubAre you maximizing your tax strategies to avoid costly pitfalls? In this episode of Financially Ever After Widowhood, financial expert, Deborah Schaub, shares with Stacy Francis crucial insights into effective tax planning. With a background working for Fortune 500 companies like Price Waterhouse and IBM, Deborah founded CNB Accounting in 2016 to provide personalized financial advice. She emphasizes that many accountants focus on form-filling rather than strategic planning, a gap she addresses through comprehensive tax planning. Deborah’s philosophy is simple yet profound: truly understanding your finances is key to avoiding unnecessary losses.
Planning for today, next ye...
2024-10-0140 min
Financially Ever After WidowhoodSolo Aging: Navigating Life and Healthcare Without a Safety Net with Dr. Gerda MaisselSolo 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 individuals maximize medical relationships and make informed decisions. She emphasizes the importance of preparing for solo aging ensuring access to financial, medical, legal, and mental health resources to maintain quality of life as one ages without family support.
There is a growing demographic of...
2024-09-1735 min
Financially Ever After WidowhoodNavigating Estate Planning with International Assets with Paula JonesPaula 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 specializes in - gifting to foreign beneficiaries, managing dual jurisdiction tax laws, and considerations for U.S. citizens living or retiring abroad. The importance of coordinated legal counsel across different countries to navigate these issues efficiently is emphasized. Tune it to the new episode of Financially Ever...
2024-08-0635 min
Financially Ever After Widowhood[Replay] Empowering Families in End-of-Life Decision Making withWhen 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 experience in guardianship and estate litigation. She joins Stacy to discuss end-of-life planning, including steps to take when the timeline is limited. Stacy and Alison delve into navigating the healthcare system, and the importance of having critical documents in place to convey your me...
2024-07-2335 min
Financially Ever After WidowhoodFinancial Security and Fraud Prevention with Kathy StokesWhat 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 financial crimes. As the Director of Fraud Prevention Programs at AARP Kathy brings unique insight into the tactics used by criminals, the importance of education in fraud prevention, and the resources available to protect oneself from scams. Discover how...
2024-02-2041 min
Divorce Coalition LiveFinancial Abuse So Common & So MisUnderstood with Stacy FrancisHi everyone! This is TV Host Beverly Price, CDC Certified Divorce®, Women’s Empowerment, Pre-mediation Coach, and I'm excited to bring you this episode of the Her Empowered Divorce show with our guest Stacy Francis, a CFP®, CDFA®, CES™ President and CEO of Francis Financial, Inc. In today's discussion, we’re going to talk about financial abuse during the divorce process, how it manifests, warning signs you should be aware of, and why addressing financial abuse is of utmost importance during the divorce process. Sometimes, when navigating the complexities of divorce, financial abuse can go unnoticed or be downplayed. It's an issue...
2024-02-1240 min
Financially Ever After WidowhoodNavigating Grief and Finding Peace in Caregiving with Holly StrelzikHolly 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 doula and grief recovery specialist, Holly understands the importance of caring for oneself while caring for others. She shares her personal journey as a caregiver and offers valuable insights on finding support and maintaining one's own well-being. Be inspired by...
2024-02-0626 min
The Rewrite...A Podcast about Divorce, Choice & New BeginningsStacy Francis, President and CEO of Francis FinancialStacy Francis is the President and CEO of Francis Financial, a boutique wealth management, financial planning, and divorce financial planning firm. She’s dedicated to providing ongoing, comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She’s a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. And she’s the founder of the non-profit Savvy Ladies™, host of the Financially Ever After podcast, and the author of Unveiling the Unspoken Truth: The Financial Challenges Women Face During and Afte...
2024-01-1650 min
Financially Ever After WidowhoodNavigating College Costs as a Single Parent with Robert FarringtonRobert 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 for college without compromising their own financial security. They discuss 529 savings plans, different types of student loans, as well as strategies to lower college costs. He also shares why it's important for parents to prioritize their own retirement savings first before saving for college.
2023-12-2633 min
Financially Ever After WidowhoodThe Importance of Succession Planning to Future-proof Your Business with Michael LevyDo 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 families navigate messy succession scenarios. On this episode of Financially Ever After Widowhood, he shares expert insights on smart succession planning with host Stacy Francis, including strategies to transfer ownership interests while avoiding unnecessary taxes safely. Michael stresses thoughtfully and compassionately handling which...
2023-12-1241 min
Financially Ever After WidowhoodSelf-Care Strategies for the Recently Bereaved with Jeanne JacobwitzJeanne 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 nonprofit providing support for widowed individuals. Jeanne joins Stacy Francis on this Financially Ever After Widowhood episode to discuss how prolonged stress impacts overall well-being. They also explore the concept of "broken heart syndrome" and the importance of self-advocacy.
Dealing with ongoing stress from g...
2023-11-2836 min
Grief and Rebirth: Finding the Joy in LifeStacy Francis: With Financial Expertise, Compassion and Kindness, Stacy Educates and Empowers Women in Transition Through Divorce and Widowhood to Live Their Lives to the Fullest!With financial expertise, compassion, and kindness, Stacy Francis educates and empowers women in transition through divorce and widowhood to live their lives to the fullest. During her childhood, Stacy watched her grandmother stay in an abusive marriage because she did not have the skills to effectively deal with money, and this insight both changed Stacy’s life and inspired her career in finance. She is a Certified Financial Planner, a Certified Divorce Financial Analyst, a Certified Estate and Trust Specialist, and a Certified Grief Recovery Specialist who is the president and CEO of her company, Francis Financial, and Stacy is al...
2023-11-1538 min
Financially Ever After WidowhoodHonoring Traditions and Making New Ones This Holiday Season with Jordan Schwartz HendinCognitive 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 nor...
2023-11-1438 min
Financially Ever After WidowhoodNavigating Life's Third Act: From Grief to Purpose with Irene WeinbergIrene 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 a divine plan for their lives. She joins Stacy Francis on this episode of Financially Ever After to share her incredible story.
Embracing a spiritual perspective can provide solace and guidance during times of profound loss.
It’s important to se...
2023-10-3142 min
Financially Ever After WidowhoodOrganizing Your Affairs to Support and Safeguard Your Family with Sarah ConstantineIn 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 make a tangible difference in the lives of her clients. She and Stacy discuss the human side of estate planning, emphasizing the importance of organizing your affairs to support and safeguard your family.
A comprehensive plan to manage your assets starts wi...
2023-10-1741 min
How to Split a Toaster: A Divorce Podcast About Saving Your RelationshipsStrategic Money Moves for Your Post-Divorce Life with Financial Planner Stacy FrancisPlanning Your Finances for Life After DivorceEnding a marriage brings major financial changes. In this week’s episode of How to Split a Toaster, hosts Seth Nelson and Pete Wright talk with financial planner Stacy Francis about how to prepare your finances for a stable life after divorce. They also tackle a listener question on calculating living expenses post-split.Stacy Francis is a certified financial planner who founded Francis Financial, a wealth management firm specializing in divorce and widowhood planning. She shares her expertise on financial models for equitable distribution, budgeting, managing real estate, and more.Key Discussion PointsCreating a de...
2023-10-0353 min
Financially Ever After WidowhoodDealing with Workplace Discrimination as a Widow with Kelley Joyce and Susan CrumillerIn 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 victims of workplace discrimination. They share invaluable insights and guidance on dealing with workplace discrimination and reentering the workforce after experiencing a significant loss.
When grappling with workplace discrimination and career transitions, always prioritize your mental health. Explore flexible work options, update y...
2023-10-0347 min
Keep The Kids In MindKnow Your Worth Through Divorce with Stacy FrancisRachel chats with Stacy Francis, President & CEO of Francis Financial. Francis Financial is a financial planning & wealth management firm that specializes in working with women navigating through divorce or widowhood. She is a Certified Financial Planner™ and Certified Divorce Financial Analyst®. She is also the founder of the nonprofit, Savvy Ladies.
Tune in to this episode for insights from Stacy Francis:
* How an unspeakable tragedy in Stacy’s family inspired her to found Savvy Ladies, a nonprofit organization providing free financial education to all women.
* The importance of Identifying your financial status during the relationship and/or after divorce
* How t...
2023-10-0138 min
Financially Ever After WidowhoodRebuilding Life after Loss: From Grief to Growth with Dawn NargiDawn 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 the human spirit. Dawn joins Stacy Francis to bring not just her professional expertise but also a deeply personal understanding of the journey of widowhood. She delves into the challenges, the risks, and the transformative power of support.
2023-09-1933 min
Financially Ever After WidowhoodEmpowering Widows: Advocacy, Empathy, and Support with Carolyn MoorIn 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 empowering women in widowhood to transform their pain into strength.
It’s critical to have support while you’re navigating grief and widowhood.
Widows experience profound loneliness, and need a space where they can discuss their lost loved ones openly.
Stacy and Carolyn discuss the d...
2023-09-0541 min
No Labels, No Limits podcast316 - Confidently Navigate Financial Decisions with Stacy FrancisThe No Labels, No Limits podcast is excited to introduce a truly remarkable guest, Stacy Francis, President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm. She also holds these certifications: Certified Financial PlannerTM (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CESTM) with over 20 years of experience in the financial industry. If that wasn't enough, Stacy is also the founder of the non-profit, Savvy Ladies TM, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Trut...
2023-08-3152 min
Mastering Your Financial LifeFinancial Help for Widows with Stacy Francis | Mastering Your Financial Life with Judy Heft | Ep 53In this episode of Mastering Your Financial Life, Judy Heft interviews Stacy Francis, President and CEO of Francis Financial.
Francis Financial is a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood.
Stacy is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the autho...
2023-08-2226 min
Financially Ever After WidowhoodNavigating the Complexities of Probate with Clarity with Marc ZimmermanMarc 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; this has ensured smoother transitions for numerous families during times of loss. Marc joins Stacy Francis on this episode of Financial Ever After Widowhood to demystify the complexities of probate and highlights its significance, especially when assets are involved without a designated...
2023-08-2234 min
Financially Ever After WidowhoodI’ve Got the Power! (of Attorney) with Brian CorriganBrian 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 for financial matters, Brian explains how a power of attorney, or an attorney in fact, is pivotal in decision-making on behalf of someone who becomes incapacitated. He joins Stacy Francis to offer key insights into common challenges, New York's legal adjustments, and protective measures against potential misconduct.
2023-08-0831 min
Financially Ever After WidowhoodEmpowering Families in End-of-Life Decision Making with Alison Arden BesunderWhen 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 experience in guardianship and estate litigation. She joins Stacy to discuss end-of-life planning, including steps to take when the timeline is limited. Stacy and Alison delve into navigating the healthcare system, and the importance of having critical documents in place to convey your me...
2023-07-2534 min
Financially Ever After WidowhoodThe Art of Giving with Mindy SternCharity 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 clients make a difference with charities during their lifetime and in their wills. She shares her wealth of knowledge on charitable giving, including insights into the intricacies of donations, the importance of understanding the mission of the institutions you support, and the impact of thoughtful g...
2023-07-1245 min
Single Parent Success Stories125: Stacy Francis - How To Prepare To Successfully Manage Your Finances After DivorceStacy Francis is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Fac...
2023-07-0234 min
She's INVINCIBLEStacy Francis - Navigating Life's Transitions: Divorce, Widowhood, and Building Financial SecurityHere's what to expect on the podcast:How can women ensure their financial security during widowhood and divorce?How can women empower themselves through financial literacy and independence to navigate life's transitions more effectively?What societal factors or gender-related challenges contribute to women's financial instability?What are the three essential considerations to evaluate before making an investment decision?And much more! About Stacy:Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning, and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, c...
2023-06-0557 min
Financially Ever After WidowhoodNavigating the Maze of Grief with Joy RosenthalIn 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 an educator at the CUNY School of Law. In this episode, she's sharing her personal journey as twice a widow. Through heartbreaking losses, Joy discovered her innate strength, resilience, and most importantly, her capacity for compassion. She recounts her experiences, revealing how she...
2023-05-3031 min
Mixing Up Midlife164. Financial Empowerment for Women Over 50: Navigating Widowhood, Divorce, and Savvy Strategies with Stacy FrancisNot a finance nerd? Neither were we, until we had the pleasure of speaking Stacy Francis, CFP®, CDFA®, CES™, President & CEO of Francis Financial and the visionary behind Savvy Ladies, a charity dedicated to empowering women through no cost financial education and resources. Stacy joins us on today’s episode and shares her expertise with us, making personal finance relatable, accessible and attainable. Join us as we discuss the unique financial challenges faced by women over 50, especially during widowhood and divorce. Stacy's compassionate guidance and practical strategies will equip you with the knowledge and confidence to navigate these tr...
2023-05-2629 minFinancially Ever After WidowhoodOrganizing the (E)State of Your Affairs with Amy HolzmanAmy 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 Francis discuss the ins and outs of estate planning. Amy shares key considerations for single mothers with young children, highlighting the importance of appointing a capable and willing guardian for minors, the use of trusts for managing children's inheritance, and other critical elements of estate planning.
2023-05-1636 min
Co-Parenting with Confidence81. Financial Empowerment – A Conversation with Stacy FrancisAll too often, women avoid making changes to their lives and relationships due to the financial insecurity and lack of financial awareness. In this episode, Mikki talks with Certified Financial Planner and Divorce Analyst, Stacy Francis, who is debunking the myths she sees as she supports women in their journey beyond divorce. Stacy provides her personal journey to financial empowerment and how she educates women in her fee only financial services and non profit savvy ladies. She provides tangible ways to start becoming more aware and educated about your financial health so that...
2023-04-2640 min
The Fiscal Feminist42. The Unspoken Truth About Divorce with Stacy FrancisDivorce, abuse, and loss of a spouse may not be fun to think about, but it’s still important to be prepared. In this episode, Stacy Francis shares her top tips for navigating a divorce, preparing yourself for a financial transition, talking to your children about money, and more. Stacy is a financial advisor and wealth manager at Francis Financial, as well as the founder of Savvy Ladies, a non-profit providing free financial education for women. Episode Recap:Get to know Stacy Francis (2:04)What inspired you to start a non-profit at 26? (5:00)Financial abuse will often escalate, and...
2023-04-1846 min
Financially Ever After WidowhoodTaking Control of Your Finances After Widowhood with Kathy GleasonAre 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 and Grieve podcast. Kathy details her personal journey of loss, including the challenges of managing the paperwork and red tape that come with it. She also shares valuable insights and practical advice on how to navigate the...
2023-04-1832 min
Let's Talk About Grief With AnneStacy Francis - Wisdom of Wealth for Widows and WomenSend us a textGrief doesn’t always have to be directly related to death. In this episode, we speak with Stacy Francis. Why are so many women not engaged with money? It’s 2023 – it’s time for women to make financial decisions independently. 80% of women will end up alone the stats show us. Stay tuned! Here’s what we talk about:A piece of history that contributes to the reason why many women are giving their power away when it comes to money. Reasons WHY women need to have an understanding of money. Ma...
2023-04-0857 min
The Long ViewStacy Francis: On a Mission to Help Women ThriveOur guest on the podcast today is Stacy Francis. She is president and chief executive officer of Francis Financial, a fee-only financial advisory firm that focuses on serving women, especially those who have experienced divorce or the loss of a loved one. Francis is a certified financial planner, and she’s also a certified divorce financial analyst, a divorce financial strategist, and a certified estate and trust specialist. She also founded Savvy Ladies, a nonprofit organization that aims to educate and empower women to take control of their finances. To date, Savvy Ladies has helped over 20,000 women through free on...
2023-02-2853 min
As I Live and Grieve®Strategic Financial Moves for Widows in 2023, with Stacy FrancisSend us some LOVE!Summary:We are delighted to have Stacy Francis return for this episode. She always has terrific advice regarding our finances and today she offers some tips especially for widows that are time sensitive. If you aren't a widow, you may also find this info very helpful.Notes:Stacy Francis is President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce...
2023-02-1435 min
Financially Ever After WidowhoodSteps to Take Before You Say ‘I Do’...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 misconceptions about them. Morgan discusses what you can do if you believe your prenup is unfair to you.
A prenuptial agreement can help couples make financial arrangements and discuss their relationship ahead of their marriage. However, not everyone needs a prenuptial agreement, and each...
2022-12-2736 min
Money Loves WomenA Roadmap to Women’s Financial Independence, with Stacy FrancisStacy Francis is a nationally recognized financial expert and founder of Francis Financial, a financial planning firm for women experiencing divorce or the loss of a loved one. She is also the founder of Savvy Ladies, a 501(c)(3) nonprofit organization that brings financial planning education to women. Growing up in a middle-class family in Michigan, Stacy witnessed her grandmother struggle in an abusive marriage where she was unable to leave her abusive relationship and ultimately succumbed due to little financial education and control. Saddened and motivated by this unfortunate situation of a loved one, Stacy add...
2022-11-0237 min
Dancing in the Discomfort Zone with Anne BonneyEpisode 200: Stacy Francis, empowering women through financial educationTalking about MONEY is uncomfortable! (Tell us something we don't know Anne!) There is so much guilt and shame and confusion and insecurity, so I welcomed President and CEO of Francis Financial (www.FrancisFinancial.com) and Founder of Savvy Ladies (https://www.savvyladies.org/) , Stacy Francis to the show to talk about it! Let's dance! She has some AMAZING information and inspiration to get you started looking at your financial situation so you don't end up a statistic! (or end up tossing and turning and losing sleep because you're worried about debt, or spending money!) In this VERY im...
2022-10-1234 min
One Well WidowFinancial Driver's Seat; Help for Widows with guest, Stacy FrancisToday I interview Stacy Francis, President and CEO of Francis Financial aboutique, wealth management and financial planning firm dedicated toimproving women’s lives through financial and personal empowerment.The firm provides ongoing comprehensive advice for individuals andcouples and specializes in helping widows and divorcing or divorcedwomen. Stacy is also the founder of the non-profit, Savvy Ladies https://www.savvyladies.org/which helps and provides resources to all women.Key financial steps for widows in the conversation: Key financial musts for the first year of widowhoodTasks and orga...
2022-08-1253 minAs I Live and Grieve®Financial Matters and Grief, with Stacy FrancisSend us some LOVE!Summary:We hardly have time to process our loss and the funeral before dealing with the reality of financial paperwork and details. Stacy Francis offers great information as well as an impressive free resource to aid those needing to manage the financial matters after the death of a loved one. You won't want to miss this episode!Details:Stacy Francis is President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice...
2022-08-0936 min
The Moving On Method® PodcastDivorce and Money: Understanding Your Financial Options in Divorce So That You Can Leave a Marriage Safely and Securely; with Certified Divorce Financial Analyst Stacy FrancisDivorce and money are as lethal a pair as fire and gasoline, and can be a very confusing topic for so many. In fact, one of the top reasons women don't leave unhealthy marriages is their fear of how their financial lives will change, which is why Stacy Francis, President and CEO of Francis Financial helps women understand their financial options so that they can leave their marriage safely and securely.
In this episode of Moms Moving On, Stacy shares:
Important financial tips for women considering divorce
Financial dos and don'ts when preparing for divorce
How...
2022-05-3025 min
Financially Ever After Widowhood[Replay] Divorcing the NarcissistWe’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 need to know about divorcing a narcissist.
Some traits that may...
2022-04-1934 min
Financially Ever After WidowhoodBecoming Financially SavvyIn 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 ability to rebound financially is less than their male counterparts.
Some women going through divorce prefer to keep their marital home fo...
2022-04-0536 min
The Widowed Parent PodcastStacy Francis on Taxes & Financial Planning for Widowed ParentsI had such a great discussion with Stacy Francis for this episode. Stacy is a certified financial planner who specializes in working with women going through transitions, including becoming widowed. I invited her on the show because this is such an important topic, and it’s helpful to be able to ask an expert our questions about money, taxes, and social security. Some topics Stacy and I discuss include: Thinking about the first tax return as a widowed person; Some differences to know about filing statuses such as Qualified Widow(er), Head of Household, and Single; Ta...
2022-03-3151 min
Her Divorce Source.. with LeahPlanning for the Three Phases of Divorce with Stacy Francis (Ep. 5)There are three stages you should be planning for when you decide that divorce is the right option.
It’s critical that you do your research, plan, and manage your finances during these three stages to avoid potential issues.
In this informative episode, Leah Jones speaks to Stacy Francis, Certified Divorce Financial Analyst and the founder of Savvy Ladies. Leah and Stacy discuss how women should prepare pre, during and post divorce to ensure a smooth transition into their new lifestyle.
Leah and Stacy discuss:
Pre-divorce planning tips, including steps to take to...
2022-03-0341 min
Financially Ever After WidowhoodEverything You Should Know About High Net Worth DivorceLisa 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. In this episode, she talks with Stacy Francis to give listeners a crash course about high net worth divorce.
Before high net...
2022-02-0844 min
Financially Ever After WidowhoodCross-Post from Divorce Etc: Protecting Your AssetsIn 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.
Some things you can do to prote...
2022-01-2521 min
Financially Ever After WidowhoodNavigating the Demands of Life and Starting 2022 in BalanceDr. 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.
Thanksgiving to Christmas is typically a period of fear and uncertainty for families going through divorce. Many women experience fear of the...
2022-01-1134 min
Financially Ever After WidowhoodWhat to Consider in Divorce if You Are the BreadwinnerChristopher 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 recent times, the number of women who are considered breadwinners has been the highest recorded number in history. More wo...
2021-11-2339 min
Financially Ever After WidowhoodHow to Choose the Right Mediation and Litigation ProfessionalAlla 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 professional for you.
Some of the better ways to find the right professional for you are to reach out to your local...
2021-11-0941 min
Grief and Rebirth: Finding the Joy in LifeStacy Francis: With Financial Expertise, Compassion and Kindness, Stacy Educates and Empowers Women in Transition Through Divorce and WidowhWith financial expertise, compassion, and kindness, Stacy Francis educates and empowers women in transition through divorce and widowhood to live their lives to the fullest. During her childhood, Stacy watched her grandmother stay in an abusive marriage because she did not have the skills to effectively deal with money, and this insight both changed Stacy’s life and inspired her career in finance. She is a Certified Financial Planner, a Certified Divorce Financial Analyst, a Certified Estate and Trust Specialist, and a Certified Grief Recovery Specialist who is the president and CEO of her company, Francis Financial, and Stacy is also...
2021-11-0338 min
Financially Ever After WidowhoodBuilding Resilience After Grieving the Loss of Your RelationshipNesreed 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 ways, which is more proactive and focused than counseling or therapy.
We...
2021-10-2636 min
Financially Ever After WidowhoodJuggling Divorce, Parenting, and Other ResponsibilitiesAndrea Boulanger, a university administrator, is the breadwinner of her family and describes herself as ‘happily divorced.’ She joins Stacy Francis to discuss her journey, from her marriage to deciding to get divorced and life after divorce. She shares how she was able to move forward despite having so many responsibilities, including being the caretaker for her son with autism.
Studies have shown that women who are breadwinners are often doing just as much work at home, and even sometimes more. The bigger the income disparity between her and her partner, the more she does.
Mothe...
2021-09-2824 min
Financially Ever After Widowhood[REPLAY] What Wise Women Do After DivorceTanya-Marie Dubé is a master of transformation. She has lived through some very traumatic experiences: from being born into the foster care system, to being homeless from ages 12 to 18, to leaving her marriage of 18½ years without her home or any finances. Through each adversity, Tanya was able to change her perspective and come out a stronger, happier person. Now she teaches women around the world how to thrive after divorce. She joins Stacy Francis to talk about the five stages of transformation and things women need to know to create the best life possible for themselves and their families.
2021-08-3147 min
Financially Ever After Widowhood[REPLAY] Recognizing Financial Abuse and GaslightingVictoria McCooey was one of the many women who thought she had a husband who loved and idolized her but found herself married to an abusive man who kept her isolated and financially disempowered – questioning her own knowledge and pressuring her into taking on debt while controlling almost every aspect of her life. Victoria saved herself and her children from this situation and has gone on to help hundreds of other women take their power back from abusive, narcissistic partners.Victoria McCooey is a transformational divorce coach, speaker and inspirational thought leader committed to gu...
2021-08-1736 min
Financially Ever After WidowhoodThe High Net Worth Divorce Playbook: How to Divide and Distribute Complex AssetsKaren McMahon is a certified relationship and divorce coach and the host of the Journey Beyond Divorce podcast, where she helps men and women navigate difficulties in the divorce process. In this special crossover episode, she invites Stacy Francis to talk about the complexities of executive compensation packages, understanding the worth of alternative investments, and the importance of assessing your business’ value if you or your spouse owns one.
Stock options are the most common type of executive compensation package. They allow employees the opportunity to purchase a stock in the future at a certain pr...
2021-08-0351 min
Financially Ever After WidowhoodFinancial Do's & Don'ts Before, During & After DivorcePaul Stagias is Senior Advisor at Francis Financial, where he provides comprehensive financial planning, wealth management, and divorce planning to help clients navigating a life transition organize, grow, and protect their assets. He is also a CFP®, CDFA®, and CPWA®. Paul is a matrimonial and divorce expert specializing in financially complex divorces. He joins Stacy Francis to share do’s and don’ts pre- and post-divorce. They discuss why it’s important for women to be financially intelligent, and how you can rebuild your life in the aftermath of divorce.
Divorce causes disproportionately more financial harm to women...
2021-07-2037 min
Financially Ever After WidowhoodFinding Your Tribe during Divorce, and Why it MattersElise Pettus is the founder and Editorial Director of UNtied.net, an online community for NYC women navigating separation and divorce. UNtied hosts online panels each month featuring experts who provide assistance and resources to make the divorce process as smooth as possible and help members become their best selves. Elise joins Stacy Francis to talk about how women can relaunch their lives post-divorce and feel their best during the process. She shares her personal journey to find happiness and fun.
When going through a divorce, it’s better to let the grief for your lo...
2021-07-0633 min
Financially Ever After WidowhoodDivorcing as a Business Owner: Finding Your Professional & Emotional SupportIvy Slater is the founder and CEO of Slater Success. She works with C-Suite executives and upper-level managers to create clear strategies that impact their business. She is a speaker, a bestselling author, and host of a podcast and LinkedIn Live show. She joins Stacy Francis to discuss succeeding through a divorce as a business owner and pulling your emotional and professional support teams together.
Even when we are aware of an impending crisis, it still catches us off-guard, and we never truly understand the scope and impact of it until it happens. Crises are n...
2021-06-2237 min
Love Me or Leave Me PodcastEpisode 14 | The Fear of Finances with Stacy FrancisEpisode 14 | The Fear of Finances with Stacy FrancisHosted by Meredith Shirey & Isaiah Vallejo-JusteProduced by Rich HackmanTransparently discussing money and finances in a relationship has long been a point of contention between many couples. In this episode our good friend and renowned Financial Planner, Stacy Francis, breaks down in plain terms what it means to be financially responsible and accountable, and what it takes to secure your financial future, married or divorced. In this episode we cover:Investing in yourselfGoing on Money DatesFinancial Disparity in RelationshipsFinancial E...
2021-06-1028 min
Financially Ever After WidowhoodUnderstanding Cognitive Therapy to Heal & Discover the New You Post-DivorceDr. Elizabeth Cohen is a clinical psychologist, a specialist in Cognitive Behavioral Therapy (CBT), with over 15 years experience treating anxiety and depressive disorders. She is a columnist whose work has been featured on NBC News, Wall Street Journal, and Huffington Post. Elizabeth is the author of Light on the Other Side of Divorce: Discovering the New You. She is also the host of The Divorce Doctor podcast, where she applies her extensive knowledge about mental health to helping women heal, grow, and thrive post-divorce. She joins Stacy Francis to discuss the cognitive effects that divorce has on one’s li...
2021-05-2534 min
Financially Ever After WidowhoodHow Organizing Your House & Life Can Pave the Way ForwardMichelle Sarao is the founder and Principal of Divorce Rx, a company that focuses on the needs of divorcing parents and families. Her background as an educator and professional organizer gives her the key techniques and experience to support clients going through the divorce process and provide them with the tools they need to move forward. She joins Stacy Francis to talk about how she facilitates amicable divisions of possessions and how newly divorced women can set up new homes for their families.
Overwhelm or concern over how their shared possessions will be allocated is o...
2021-05-1137 min
Financially Ever After WidowhoodTo Reset After Divorce, Learn to Set BoundariesWendy Sterling is a parent coach at Circle4Parents, featured coaching expert at The Forem, and the founder, CEO and Divorce Recovery Specialist at The Divorce Rehab. She has helped hundreds of women overcome divorce and move to a place of empowerment, drawing strength and compassion from her own experience. She joins Stacy Francis to teach listeners about setting and communicating boundaries, as well as saying no and standing up for themselves without having to give explanations.
A divorce can be the most empowering experience that anybody can go through to find their true voice...
2021-04-2737 min
Financially Ever After WidowhoodMaking Your Epic Comeback after DivorceNikki Bruno is the founder and CEO of The Epic Comeback™ and a technical recruiter at Rocket. She is an empowerment coach and a thought leader in high-conflict divorce, emotional abuse, and intuition. As a successful 20-year veteran of the publishing industry, she has been featured in Forbes, Reader’s Digest, and Cosmopolitan. Nikki joins Stacy Francis to teach divorced women how to start their epic comeback. She shares her testimony of her high-conflict divorce and how it inspired her to not only reclaim her power but help others to do the same as well.
Havin...
2021-04-1336 min
Financially Ever After Widowhood$avvy: Take Back the Reins of Your Financial FutureRobin Hauser is a director and producer at Finish Line Features and Managing Director at Unleashed Productions, Inc. Her most recent film, $avvy, is a documentary for women that emphasizes the importance of understanding and taking control of their finances. It investigates the historical, cultural, and societal norms surrounding women and money, and brings humor and honesty to why women take a backseat to managing their money. Robin joins Stacy Francis to discuss why it is critical for women to take the reins of their financial future.
The pandemic has impacted women in negative ways. S...
2021-03-3032 min
Financially Ever After WidowhoodThe Anatomy of DivorceMia Poppe is a matrimonial attorney and Managing Partner at Law Firm of Poppe & Associates, PLLC. She is an author and the host of a 6 part series called The Anatomy of Divorce, where she provides counsel for women by dissecting and navigating the divorce process. She joins Stacy Francis to share insights about her series and how to leverage your covered capital.
Divorce psychosis is the temporary state of mind that people experience when they go through a divorce, where they typically feel like things are spiraling out of control.
Women and men think, act...
2021-03-1634 min
Financially Ever After WidowhoodAchieving Financial Security During and After DivorceKim Ciesinski is a matrimonial attorney, author, and founder of Kim M. Ciesinski, Esq., PLLC - ADR Law. She is also the co-founder of Empower Divorce Transitions, Inc., Adjunct Professor at Hofstra, and the podcast host of Happily Even After. Kim has been designated as a Super Lawyer for 11 years in a row and has received the highest rating in legal ability and ethical standards. She joins Stacy Francis to discuss women, money, and divorce, as well as financial abuse and how to come out of the divorce process as financially secure as you can be.
2021-03-0233 min
Financially Ever After WidowhoodEstate Planning & Starting a Trust During Your DivorcePriya Royal is the Managing Attorney at Royal Law Firm, PLLC. She specializes in taxation, trusts and estates, and business law. Priya was recently named a Rising Star by Super Lawyers and is considered the creme de la creme of trust and estate attorneys in the District of Columbia. She joins Stacy Francis to discuss narrowing the wealth gap, and shares the ins and outs that women with significant assets need to know to protect themselves in the event of divorce and/or remarriage.
Estate planning is a necessary practice during or after a divorce.
A...
2021-02-1628 min
Financially Ever After WidowhoodDivorcing the NarcissistLisa 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 need to know about divorcing a narcissist.
Some traits that may indicate that your partner is a narcissist include: charm and charisma, proficiency in manipulating situations to suit their benefit, lying, and a lack of e...
2021-02-0234 min
Financially Ever After WidowhoodChildren of Divorce - In Defense of the DefenselessElysa Greenblatt is the owner of Greenblatt Law, specializing in Matrimonial and Family Law, Litigation, and Collaborative Law. She represents and helps children get through the divorce process. She joins Stacy Francis to discuss what it means to be an attorney for children and the situations that warrant such legal assistance.
Matrimonial attorneys must go through the necessary training and obtain the relevant certification to be permitted to represent children in family court. In addition, these attorneys are usually court-appointed.
High-conflict court cases often rack up expensive bills in legal fees, especially if emotions are...
2021-01-1933 min
Financially Ever After WidowhoodThe Kickass Single Mother, and How She Does ItEmma Johnson is the founder of Moms for Shared Parenting and WealthySingleMommy.com, the only site dedicated to helping professional single moms build amazing lives through career, money, dating, sex, and parenting. She is a business journalist, a speaker, and activist at the United Nations, and the author of The Kickass Single Mom: Be Financially Independent, Discover Your Sexiest Self, and Raise Fabulous, Happy Children. She joins Stacy Francis to talk about the top mistakes to avoid as divorced single mothers and what successful single mothers have in common. She also debunks a lie about alimony and child support...
2021-01-0533 min
Financially Ever After WidowhoodHow Divorced Parents Can Avoid Getting On Santa’s Naughty List (Refresh)Do you hate your ex-spouse more than you love your child? For this holiday replay of a favorite episode from 2017, Stacy is joined by Shari Bornstein, a matrimonial and family law attorney at the Law Firm of John Yacos, P.C, to discuss how to put bitterness aside and prioritize your children when celebrating the holidays. Shari is dedicated to empowering clients with knowledge and strong legal advocacy through collaboration, mediation and litigation.In this episode, you will gain insight on:
How to prevent and prepare for possible conflict during the upcoming holidays
Fi...
2020-12-2234 min
Financially Ever After WidowhoodLearning How to Forgive to Achieve a Better Outcome in Your Divorce ProceedingsRegina DeMeo is a top matrimonial attorney and mediator and has regularly appeared as a legal commentator on TV, radio, and print. For over 2 decades she has been helping families with a variety of legal issues. She joins Stacy Francis today to help listeners as she shares the secret ingredient to preserving family wealth, goodwill, and relationships.
Regina has noticed throughout the years that clients who are stuck in the past with feelings of anger, guilt, or remorse have a harder time moving through the divorce process.
People that use anger as a shield may f...
2020-12-0825 min
Divorce DialoguesDivorce & Your Financial Security with Stacy FrancisA lot of people stay in unhappy marriages because they don’t think they can afford not to. But if you’re willing to take a close look at your finances and enlist the help of the right professionals, you can come to a peaceful resolution and navigate a divorce settlement that ensures your financial security for the long term.
Stacy Francis is the Founder and CEO of Francis Financial, a fee-only, boutique wealth management, financial planning and divorce financial planning firm. A nationally-recognized financial expert with 18-plus years in the industry, she is a Certified Divorce Financial Analyst (CDFA), Divo...
2020-12-0325 min
Financially Ever After WidowhoodIdentify Your Money Archetype and Take Control of Your Financial FutureCarrie Casden is a business manager, Certified Money Coach, and the founder of Summit Financial Management. She joins Stacy Francis to discuss the eight money archetypes and how to identify them, becoming the driver on the road to financial security, and how to spend wisely.
Your money archetype is the facet of your personality that involves your relationship with money. The money archetypes are: the innocent; the victim; the martyr; the warrior; the fool; the artist; the tyrant; and the magician.
Carrie has observed that the divorce process often triggers a breakdown in women’s li...
2020-11-2432 min
Working Wife, Happy Life!Ep 11 - Personal Finance w/ Stacy Francis, CEO of Francis Financial & Savvy Ladies"Never mistake knowledge for wisdom. One helps you make a living; the other helps you make a life." --Eleanor Roosevelt Join us for some knowledge and wisdom in this episode as we sit down with Stacy Francis, Founder & CEO of Francis Financial; a wealth management investment firm built to ensure clients, particularly women, have the support and insight they need during critical times of life transition such as retirement, divorce, inheritance and widowhood. From a young age, Stacy personally witnessed how devastating life could be for women who were not empowered through financial education. With that experience...
2020-05-1242 min
Rich in RelationshipStacy Francis, Financial Knowledge IS EmpowermentStacy Francis is the President and CEO of Francis Financial, Inc., a fee-only boutique Wealth Management,
Financial Planning and Divorce Financial Planning firm dedicated to providing ongoing comprehensive
advice for successful individuals, couples, and women in transition such as divorce or widowhood. Stacy
has over 20 years of experience in the financial industry. She attended the New York University Center for
Finance, Law, and Taxation, where she completed the Certified Financial PlannerTM (CFP®) designation.
Stacy is also a Certified Divorce Financial Analyst® (CDFA®) as well as a Certified Estate and Tru...
2020-04-2721 min
Financially Ever After WidowhoodDivorce mediator Gabrielle Hartley joins Stacy Francis to discuss how she is able to keep 99% of her cases out of the courtroom and why she believes divorce can be a positive in your life.Turning Divorce into a Positive This week’s guest is Gabrielle Hartley, a divorce mediator who is known as a case closer. She has been able to keep 99% of her cases out of the courtroom. She chats with Stacy Francis about how she manages to move her clients through the divorce process without using the courts. She also discusses why she believes divorce can be a positive in your life.
Gabrielle is committed to leading the positive divorce movement because her own parents had an amicable divorce.
The ‘Better Apart’ method...
2020-02-1835 min
Financially Ever After WidowhoodLeveraging Your Capital Into FreedomMia Poppe had a successful 22-year career as a senior-level banker. Her own disastrous first divorce was the catalyst that led her to go to law school at the age of 42 and retrain as a matrimonial attorney. She now runs her own successful private practice. Mia joins Stacy Francis this week to chat about why it’s important to manage your money, knowing your value, and leveraging your capital into freedom.
Mia got married the month after her college graduation, at age 22. Her marriage failed after 12 years, however. A few weeks later she realized that he...
2019-12-1749 min
Financially Ever After WidowhoodA Powerful Personal Story: Escaping The Cycle of AbuseClaire, this week’s guest on Financially Ever After, has lived through many hardships. She bravely shares her story so that listeners who may be in a similar situation can find some help and hope.
Claire has been living month to month for the last year and a half. Her ex-husband decided not to pay alimony this month to spite her, so she has not been able to pay her bills. [2:34]
In the beginning, Claire’s ex-husband treated her like a princess, but soon he started to get angry and blame her whenever he lost mone...
2019-11-1942 min
Financially Ever After WidowhoodExposing Myths About LitigationJohn Yacos, of Yacos Law, has 30 years experience in matrimonial and family law. He joins Stacy Francis on this week’s show, to dispel the common myths about litigation, including the time it takes to get through the legal process.
Common myths and misconceptions about litigation arise because of statements made by professionals, the anecdotal experience of clients’ acquaintances, as well as incorrect online information. [4:04]
It’s important to be armed with information to guide you through the legal process with as little damage to the family as possible. John says that clients cannot make these important decisions withou...
2019-10-2259 min
Financially Ever After WidowhoodPreparing for Divorce the Smart Way: Collecting Financials and Communicating CarefullyJaime Weiss is an expert matrimonial attorney with Teitler & Teitler LLP in New York. She is well versed in litigation and is focused on helping her clients finish their cases quickly and efficiently. Having majored in Human Development and Family Studies as an undergrad, she brings to her law practice a deep understanding of the psychological drivers that guide how we make decisions, which helps her to discern her clients’ wants and needs and help them move to a happier place in their lives. In her conversation with Stacy Francis in this week’s show, she will share...
2019-09-2444 min