Retire In Texas

What Financial Questions Should Widows Ask First?


Listen Later

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with PAX Financial Advisor Haley Wall for a heartfelt discussion on the emotional and financial challenges faced by widows.

Drawing from real-life experiences and her work as a certified Loss of Life Advocate, Haley explains how widows can regain clarity and make informed financial decisions after a loss. From navigating life insurance and estate documents to avoiding predatory scams and understanding Social Security's widow blackout period, this episode offers practical guidance and emotional insight.

Key highlights include:

  • The first financial step every widow should take - pause.
  • Why widows are often targeted by scammers and opportunists.
  • The importance of updating wills, beneficiaries, and medical directives.
  • How the widow's Social Security blackout period works - and how to prepare.
  • The emotional weight of stewardship and honoring a spouse's legacy.
  • Available community resources, including grief counseling and support groups.

Whether you're navigating widowhood yourself or supporting someone who is, this episode offers both compassion and direction.

For more support, visit PAXFinancialGroup.com or contact Haley directly at [email protected].

...more
View all episodesView all episodes
Download on the App Store

Retire In TexasBy Darryl Lyons

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

33 ratings


More shows like Retire In Texas

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

38,986 Listeners

The Way I Heard It with Mike Rowe by The Way I Heard It with Mike Rowe

The Way I Heard It with Mike Rowe

41,165 Listeners

The EntreLeadership Podcast by Ramsey Network

The EntreLeadership Podcast

4,390 Listeners

Focus on the Family with Jim Daly by Focus on the Family

Focus on the Family with Jim Daly

4,839 Listeners

Ramsey Everyday Millionaires by Ramsey Network

Ramsey Everyday Millionaires

3,676 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,467 Listeners

The World and Everything In It by WORLD Radio

The World and Everything In It

7,086 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,015 Listeners

The Charlie Kirk Show by Charlie Kirk

The Charlie Kirk Show

70,685 Listeners

Verdict with Ted Cruz by Premiere Networks

Verdict with Ted Cruz

44,109 Listeners

Culture Apothecary with Alex Clark by Turning Point USA

Culture Apothecary with Alex Clark

13,949 Listeners

The Victor Davis Hanson Show by Victor Davis Hanson and Jack Fowler

The Victor Davis Hanson Show

8,962 Listeners

Morning Wire by The Daily Wire

Morning Wire

26,663 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,395 Listeners

The Pour Over by The Pour Over

The Pour Over

4,165 Listeners