Kathi Balasek – Personal Widowhood Experience
Kathi Balasek is an educator, the founder of Grief Smart Advisor, and a widow. Kathi shares her personal journey with widowhood, what it is like …
Guest Discussions
Stacy Francis, CFP®, CDFA®, CES™ – Navigating Financial Decisions as a Widow
Stacy Francis is the Founder of Francis Financial and Savvy Ladies. She joined me to talk about the steps to take after a loved one …
Nathan Astle – Financial Therapy, Money Conversations, and Grief
Nate Astle is the founder of Relational Money and a licensed marriage and family therapist. He discusses what financial therapy is, how couples can have …
Danika Waddell: How Couples Can Get on the Same Page About Money
Danika Waddell, CFP®, RLP® is the founder and lead financial planner of Xena Financial Planning. She loves working with couples who don’t see eye to …
Joanne Giardini-Russell: Medicare Basics and Common Mistakes
Joanne Giardini-Russell is a Medicare Nerd and Owner of Giardini Medicare. She discusses the basics of Medicare Part A, Part B, Part C, and Part …
Susan Rupe: Caregiving – Financial Abuse and Family Dynamics
Susan Rupe is the managing editor of a leading, Web-based trade publication for insurance agents, home office personnel, and other professionals in the life, health, …
Ann Garcia, CFP® – Choosing a College and How to Pay for It
Ann Garcia is the owner of Independent Progressive Advisors, author of The College Financial Lady blog, and author of How to Pay for College. Ann …
Caroline Gaynor – Sandwich Generation Caregiving
Caroline Gaynor is a Relationship Director and Investment Specialist at a large investment company. She discusses what it was like when her mom was diagnosed …
Cathy Sikorski, Esq.: Important Legal Documents & Caregiving Tips
Cathy Sikorski is an eldercare attorney and caregiver. She talks about the important legal documents people want to have before a health crisis occurs, the …
Simon Tryzna, CFA – Navigating a Parent’s Cancer Diagnosis
Simon Tryzna, CFA is a Chief Investment Officer and Financial Planner in California. He discusses what it was like when his dad was diagnosed with …