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 strategies? In this first part of a powerful live “Money Circle,” Stacy and Sunaina slow everything down and guide you somewhere most financial conversations never go: inward. This episode is all about getting honest with where you’ve been, where you are right now, and what financial security could actually mean for you and your life. You’ll hear them discuss: How your earliest experiences and messages about money quietly shape your decisions today Why your “money story” isn’t fixed and how it continues evolving over time Simple reflection prompts to uncover what’s currently weighing on you financially The value of separating what feels uncertain from what’s already handled (and why that matters more than you think) How to identify the one financial area that would bring the most immediate relief or clarity Why even experienced financial professionals still feel like they have more to do and why that’s completely normal How to start thinking about financial security through intentions, not pressure or quick decisions Resources Your Money Story Worksheet Live Event Sunaina Mehra on LinkedIn | Francis Financial Stacy Francis on LinkedIn | X(Twitter) | Email FrancisFinancial.com Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!

You can listen to Journal With Us: Your Money Story After Losing a Spouse (Part 1) online on Radio and Podcast. Open the player on this page to stream the available audio.

Journal With Us: Your Money Story After Losing a Spouse (Part 1) is an episode from Financially Ever After.

This episode is 12:54 long.

This episode was published on Apr 1, 2026.

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