Widowed But Not Alone
Latest Episodes
Reverse Mortgages 101 with Will Yoho (Ep. 14)
As your circumstances change, so will your cost of living, and for homeowners age 62 or older, a reverse mortgage may be the tool you need to help you access a greater cash flow. In this episode, we a
Buying a Home? Here’s How to Finance The Purchase (Ep. 13)
Deciding to purchase a new home means youll need to understand how to finance it. Whether you are buying or selling a home, your financial planner and the right mortgage broker can help analyze your
Should I Stay or Should I Move? (Ep.12)
Often one of the big decisions facing a widowed person is whether to move or stay in their current home. Working with a financial planner and an experienced real estate advisor is the logical next st
Protecting Yourself and Your Assets (Ep. 11)
An insurance specialist is one among a group of professionals a widow reaches out to for financial guidance after the passing of a spouse. Choosing an insurance specialist that takes all your insuranc
Best Ways to Handle Scary Financial Markets (Ep 10)
We are continuously waking up to conversations about conflict overseas, post-pandemic life, higher inflation, rising interest rates, and a declining stock market. So, what actions should you take to
Protecting Yourself from Financial Fraud (Ep 9)
Fraudsters are most successful when their victims are in a vulnerable state of mind, and losing a spouse can do that. Its hard enough to cope with the death of a spouse, but to have to worry about b
Tax Planning Ideas with Kelly Swisher (Ep 8)
In the event of a spouses death, the surviving spouse is left feeling overwhelmed and confused when it comes to the family finances. Suddenly being responsible for all the bills, investments, and oth
Tax Planning After A Loss with Kelly Swisher (Ep 7)
The hardest part of widowhood is dealing with the series of firsts that proceeds with your spouses passing. There is the first month after, the first birthday, the first anniversary. Add in the firs
Understanding Your Personal Net Worth (Ep 6)
Understanding what you own versus what you owe can be a difficult task for a widow. Organizing your assets and liabilities is crucial to giving you a sense of control. It can also reduce your anxiety
Preparing to Make Financial Decisions (Ep 5)
Making decisions and taking action can be quite difficult for a widow. However, at some point you must address financial issues that need your attention. Organizing your finances is critical to givin