When Alzheimer’s Changes Everything: Taking Control of the Finances
How do you keep showing up for someone you love when grief has already started, and the bills, taxes, legal decisions, and everyday money st...
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Financially Ever After
Financially Ever After features award-winning, and nationally recognized financial expert, Stacy Francis. Stacy brings you savvy tips and words of wisdom on how to secure your financial futu...
Episodes
20 of 232 episodes
When Estate Planning Meets the Practical Money Reality After Death with Evan Gilder
You can have the will, the beneficiaries, the trust, and still get blindsided when someone dies. Bank accounts can freeze, automatic payment...
When Home Isn’t the Safest Choice for Your Aging Parents with Rebecca Lippel
How do you honor a loved one’s wish to stay at home while also making sure they are safe, supported, and able to thrive? In this episode, St...
The Confidence to Invest During Life-Changing Transitions with Samina Bari
Why are so many capable, successful women still hesitant to call themselves investors? In this conversation with Stacy, Samina Bari shares h...
Estate Planning for Blended Families: How to Prevent Inheritance Conflict Before It Starts with Stella King
Estate planning isn't just about legal documents. It's also the conversations families avoid until it's too late. From second marriages and...
Hidden Crypto, Digital Spying, and Financial Secrets: What You Need to Know with Corey Davis
Your phone knows where you’ve been, who you’ve talked to, what you’ve searched for, and sometimes even more than you realize. So how much of...
Estate Planning Myths That Override Good Intentions with Lauren Klein
Marriage comes with a lot of assumptions. Your spouse will inherit everything. They can make decisions for you if something happens. The hou...
Unpacking the Realities of Real Estate After a Major Life Change with Melissa Rubenstein
Selling a home can bring up way more than numbers and paperwork. Stacy and real estate expert Melissa Rubenstein unpack the financial realit...
The Hidden Financial Benefits Available to Gold Star Widows with Daniel Kopp
Losing a spouse is already life-altering. Losing a spouse in the line of duty brings an entirely different level of grief, pressure, and fin...
Is Your Business Protected If Something Happens to You with Katya Sverdlov
A business can be one of the most meaningful things you build in your lifetime. But without the right plan, it can also become one of the mo...
Journal With Us: Your Money Story After Losing a Spouse (Part 2)
Nobody wants to think about their own death, but the greatest gift you can give the people you love is making sure they're not left scrambli...
Journal With Us: Your Money Story After Losing a Spouse (Part 1)
Money can feel overwhelming, especially after loss… but what if the real starting point is your own story, instead of spreadsheets or strate...
When Heirlooms Become Assets with Peter Costanzo
Could the most overlooked part of your estate plan be sitting right in your living room? Jewelry tucked away in a drawer, artwork on the wal...
The Ex Inheritance Problem with Natalie Colley
Could one outdated beneficiary form completely override your will, your divorce agreement, and everything you thought you had buttoned up? I...
The Widow’s Tax Shift: What Happens to Your Taxes After Your Spouse Passes Away with Allen Sakon
Taxes. Filing status. Adjusted gross income. Capital gains. Just reading those words can make you want to close the tab and deal with it “la...
Why Pre-Planning Your Funeral is an Act of Love with Frances Cangero
Nobody wants to talk about death - until they’re sitting in a funeral home, numb, grieving, and trying to guess what their loved one would h...
Using Trusts to Protect Your Legacy with Shamisa Zvoma
Is your money really going where you want it to when you’re gone, or are taxes, outdated documents, and lack of planning quietly deciding fo...
Rebuilding Without a Map with Merritt Minnemeyer
How do you rebuild a life when everything you planned disappears overnight — and you’re suddenly responsible for three children, major finan...
[Replay] Honoring Traditions and Making New Ones This Holiday Season with Jordan Schwartz Hendin
Cognitive Behavioral and Grief Coach Jordan Schwartz Hendin joins host Stacy Francis to discuss navigating the holidays after losing a spous...
Surviving the Healthcare Maze with Anne McGuire
Ever feel like the threat of medical bills and confusing insurance rules hangs over every healthcare decision? In this episode, Stacy sits d...