Stacy Francis on Taxes & Financial Planning for Widowed Parents

I had such a great discussion with Stacy Francis for this episode. Stacy is a certified financial planner who specializes in working with women going through transitions, including becoming widowed. I invited her on the show because this is such an important topic, and it’s helpful to be able to ask an expert our questions about money, taxes, and social security. Some topics Stacy and I discuss include: Thinking about the first tax return as a widowed person; Some differences to know about filing statuses such as Qualified Widow(er), Head of Household, and Single; Tax breaks for widows that are important to know about; Why life insurance is an important financial tool; The importance of planning for retirement; Social security benefits that widowed people with children are eligible for; The free guides & checklists that Stacy has available on her website; Her nonprofit, Savvy Ladies, which offers free financial advice and services for women who need it; and What is important to know and ask when choosing a financial planner. I hope you enjoy my discussion with Stacy Francis. -=-=-=-=- Thank you sponsors & partners: Grief Coach - Grief support text messaging service. Tips and support delivered all year long, personalized based on your loss. Listeners get $10 off: https://grief.coach/jennylisk/ BetterHelp - Talk with a licensed, professional therapist online. Get 10% off your first month: betterhelp.com/widowedparent Support the show - Buy Me a Coffee -=-=-=-=-

Om Podcasten

Experiencing the profound loss of a spouse while navigating the intricate realm of "only-parenting" is a challenge unlike any other. Remember, though, you’re not journeying alone. Jenny Lisk, who stepped into solo parenting following the devastating loss of her husband to brain cancer, established the Widowed Parent Institute to shine a light, extend a hand, and share vital resources. The Widowed Parent Podcast embodies that commitment, providing a mix of hope, practical wisdom, and shared experiences. On The Widowed Parent Podcast, listeners will find: - Expert perspectives from the vanguard of grief and loss research, tailored distinctly for widowed parents. - Heartfelt stories from those who walked through childhood after the death of a parent, granting unique perspective and hope. - Candid conversations with widowed parents, unveiling both the strengths they've discovered and the hurdles they've faced. Whether you're trying to connect with a young child's emotions, navigate the maze of teenage years, or simply seeking a community that truly understands, this podcast speaks directly to widowed parents of children at every stage, from infancy through college. Plug in during a peaceful walk, your daily commute, or in quiet reflection, and discover inspiration, empowerment, and a community that hears and understands. Proudly presented by the Widowed Parent Institute, a beacon of practical guidance, invaluable resources, and steadfast support for mothers and fathers raising grieving children and teens.