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Guest Discussions

Kathi Balasek - Personal Widowhood Experience

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 …

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Written by: Elliott Appel

Published on: December 5, 2022

Stacy Francis

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 …

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Written by: Elliott Appel

Published on: November 7, 2022

Nathan Astle

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 …

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Written by: Elliott Appel

Published on: October 3, 2022

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 …

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Written by: Elliott Appel

Published on: September 5, 2022

Joanne Giardini-Russell

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 …

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Written by: Elliott Appel

Published on: August 1, 2022

Susan Rupe

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, …

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Written by: Elliott Appel

Published on: July 4, 2022

Ann Garcia

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 …

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Written by: Elliott Appel

Published on: June 21, 2022

Caroline Gaynor - Sandwich Generation Caregiving

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 …

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Written by: Elliott Appel

Published on: June 6, 2022

Cathy Sikorski

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 …

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Written by: Elliott Appel

Published on: May 2, 2022

Simon Tryzna

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 …

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Written by: Elliott Appel

Published on: April 4, 2022

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