In this episode I interview Tony Steuer. Tony is an internationally recognized financial wellness advocate, award winning author, top ranked podcaster.  He is  dedicated to changing the way we think about money so people can be empowered to make better financial decisions. He also is regularly featured in media including ABC’s Seven on Your Side, Cheddar TV, New York Times, the Washington Post, Fast Company, Chicago Tribune, CNBC, and Fox Business News, as well, as being a frequent guest on podcasts.

Here are some of the key topics we discuss:

• What are some ways toward financial wellness?
• Helping a surviving spouse get the paperwork organized
• Checklist when someone passes away (link on website)
• Value of meeting with an advisor and insurance agent
• Organizing a financial first aid kit
• How to be aware of predatory financial fraud or scams

Website:  https://tonysteuer.com/
Tony Steuer LinkedIn:  https://www.linkedin.com/in/tonysteuer/

Today I interview Stacy Francis,  President and CEO of Francis Financial a
boutique, wealth management and financial planning firm dedicated to
improving women’s lives through financial and personal empowerment.
The firm provides ongoing comprehensive advice for individuals and
couples and specializes in helping widows and divorcing or divorced
women. 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 widowhood
• Tasks and organization for now, soon and later
• Who should be on your support team during this time of grief
• What to expect and look for in a financial Advisor
• Benefits of working with a financial professional
• Social security benefits and tax filing status
• Mission for empowering women

Here are several ways to connect with Stacy.  

Free Guide: Financial Help for Widows  https://francisfinancial.com/financial-help-for-widows/

Website: www.FrancisFinancial.com
Email: [email protected]
Social Media Handles:
Twitter: @FrancisFinance
Francis Financial Facebook: https://www.facebook.com/FrancisFinancialInc/
Francis Financial LinkedIn: https://www.linkedin.com/company/francisfinancialinc
Stacy’s Facebook: https://www.facebook.com/StacyFrancisFinancial/
Stacy’s LinkedIn: https://www.linkedin.com/in/stacyfrancis/

If you liked this episode please subscribe, rate and share it with a friend - it takes a village!
xoxo,
Kathi

Today's podcast I am interviewing Megan Kopka, CFP, owner and founder of Kopka Financial, LLC specializing in comprehensive financial planning and investment management.

Megan is passionate about helping women especially those
suddenly single- divorced women and particularly widows, find financial security
and eventually freedom to be able to live full lives through planning and investing.
Her experience as a former math teacher, wife, mom, widow, solo parent,
caregiver, medical advocate, business owner, and feminist give her unique
perspectives when it comes to integrating money with your unique life values.

We discuss key financial steps to take now as a widow or single woman that will benefit you throughout your life.  Please contact her.  You will have a professional with heart and help in your corner!
https://www.kopkafinancial.com/

xoxo,
Kathi

In this episode I had the privilege to talk with Melissa Pierce.  She is and author, podcast host and the founder of Filled with Gold website where she advocates for widows moving forward.  She shares her widowhood journey while raising two sons and learning to move forward.  Self care, putting her needs first and choosing what gives her purpose were keys to her growth.  She is a delight to know and her message for other widows is helpful and inspiring.  Cheers to you Melissa!

Loss and grief are a see-saw of emotions.  You may find yourself happy or sad, good day or bad day or completely energized or completely exhausted.  This all or nothing polarized type of thinking is normal, yet not helping you.  Life is not an on/off button.  Life is not ALL bad or ALL good.  In today's episode I talk about learning to honor your emotions yet guage your thoughts, words and actions in a non-polarized way.  You will learn 3 ways to stop having an all or nothing type of day.  Hope you enjoy!
Catch the latest episodes and more https://www.kathibalasek.com/podcast 

In this episode we talk about aligning actions and habits to who you want to become.  You are no longer a coupled wife and everything is now your responsibility in the every day, week and long term.     Things don't seem natural because life changed, your situation changed and there is a sense of not knowing if you are doing things right.   Hope and healing are fueled by action.  Today there are 5 action steps for you to take to start to uncover your true self and who you want to become.  You only have power over yourself and your choices. #widow #selfimprovement #findyourforward

Today I interview Roni Rumsey, International Coach & Trainer of NLP, Hypnosis, Timeline Therapy & NLP Coaching, Author and Entreprenuer.  She is an expert coach in Neuro-Linguistic Programming empowering women to bust through the crap that is holding them back from achieving what they say they want.  She has so many take-aways that can help you and I highly encourage you to hire her as a coach and break through to your BEST life!  I appreciate her insight, humor and professionalism in helping others!  Cheers to you Roni!

Her website: https://www.empoweringmindfulchange.com/ 

In this episode, I interview Rachel Donnelly the CEO of https://www.blackdressconsultants.com/ .  We discuss the volume of to do lists tasks and the paralyzing paperwork trail that takes people into overwhelm.  She creates a service to help organize your life during this sad transition so that you have the space to grieve.  Thank you Rachel for your contribution to people in a time they really need it.  Cheers!

Interview with Amanda Capps, who is a remarkable woman widowed at a young age with two children.  We talk about moving forward, remarriage, more children and balancing it all.  She talks about her faith, family and support specifically how smart they were to buy life insurance right after their marriage.  Her advice to any young couple is to buy life insurance - NOW.  She is also a community builder to help widows connect, support one another and learn that the are not along.  Her 6K+ Facebook group is where to go to connect with these awesome ladies!  https://www.facebook.com/groups/109769813086573  It was such a joy to interview her.

In this episode I interview Emily Lassiter, attorney turned financial advisor, founder of the Wealth Edit https://www.wealthedit.com/ and a widow raising two children.  She shares her journey of becoming a widow and the new identity that she must navigate to provide for her family.  She talks about the healing process is so much more than the emotional side.  You can't separate the financial side out of healing because you don't know how to move forward unless you know how much money you need to sustain your life.  After becoming widowed, she decided to devote her career to serving women who have gone through an early tragedy. She talks about her career pivot, tips for women who may be in this situation currently, and what to do to prepare for the uncertain.  She founded the Wealth Edit, a place where smart women come for community and to talk about money.  https://podcasts.apple.com/us/podcast/the-wealth-edit-podcast/id1502127604  It is a joy to know her and she is helping One Well Widow at a time!  https://www.onewellwidow.com/coaching-information