What happens when a financial planner dies - and even his widow can’t find the key to the safe? In this raw and uplifting episode, Stacy sits down with Pam Baker, founder of Widows Who Wine, to unpack the emotional and financial mess that followed her husband’s death. Pam shares the hard truths she wishes every family knew, why estate planning is about way more than a will, and how she’s helping women across the country rediscover joy through connection, community… and yes, a little wine.

You’ll hear them discuss:

Why having a will is just the beginning - and what really needs to be in place

How even financially savvy families can end up in chaos without an actual estate plan

The unexpected moment that made Pam realize joy was missing from her life - and what she did next

What “Widows Who Wine” really means (hint: it’s spelled W-I-N-E)

The difference between surviving grief and actually living again

Financial surprises after loss, from closed credit cards to frozen accounts

Why estate planning isn’t just for the wealthy

Pam’s simple mantra for hard days, and the one person who always makes her laugh

Resources

Pam Baker on the Web | Lasting Legacy Consulting | Widows Who Wine Facebook Group | 'Where's the Key to the Safe'' by Pam Baker | LinkedIn | Instagram

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!