Shows
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
Divorce Doesn't SuckStacy 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
Successful Relationship with EmmaBest Practices for a Healthy, Wealthy and Financially Successful Marriage w/ Stacy Francis (Ep.7)How you manage the finances in your relationship is a good barometer of your relationship health… Yes, a bold statement. The thing is that finances equal the relationship’s resources and ability to realize the couples’ Best Life… Now, I’m not claiming that you need a ton of money to have your Best Life, nor that if you have a ton of money that you are realizing your Best Life… It’s not about the amount… What I am claiming is that how you manage the finances in your relationship is an indicator of the s...2023-12-2054 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, an...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