Widowed But Not Alone

Deciding to purchase a new home means you’ll 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 financing options.

In this week’s episode, we are joined by Howard Fielder, Senior Mortgage Consultant at Wintrust Mortgage, to talk about how to strategically find ways to finance your next home in this volatile market.

Todd and Howar...

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 step.

In this episode, Dawn Bremer of Keller Williams Success Realty shares her expertise in helping widowed clients assess the value of their home, what to consider in this market, and the process she uses to guide clients through the n...

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 insurance coverage needs into consideration during this time is critical.

In this episode, Todd Bessey has David Albanese, an independent insurance agent with Neis Insurance for 13 years, on the podcast to share some of the top considerations ...

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 protect your financial situation in uncertain times?

In this episode, Todd Bessey is joined by Samantha Glaz of First Trust Portfolios to help address these issues. Sam provides some thoughts on navigating the financial market during t...

Fraudsters are most successful when their victims are in a vulnerable state of mind, and losing a spouse can do that. 

It’s hard enough to cope with the death of a spouse, but to have to worry about being scammed on top of that is just too much. Unfortunately, these scams are all too common and can hurt your financial plan.

In this episode, Todd Bessey discusses common scams to watch for and preventive measures to help avoid them. 

In the event of a spouse’s 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 other money-related items can feel like a daunting task. Especially if you don’t have any previous experience in this area.

In this episode,  Kelly Swisher, CPA and senior manager of accounting and tax services at Eder, Casella & Comp...

The hardest part of widowhood is dealing with the series of firsts that proceeds with your spouse’s passing. There is the first month after, the first birthday, the first anniversary. 

Add in the first time doing taxes without your spouse on top of all of that can be daunting. Organizing your taxes is critical to giving you a sense of control.

So, where and how do you start the tax planning process? 

In this episode, Todd Bessey me...

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 regarding your finances while still dealing with your grief. 

In this episode, Todd Bessey continues his discussion on best practices when helping widows organize their financial assets and liabilities.

Todd discusses: 

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 giving you a sense of control. It can also reduce your concerns about financial stability while you’re still dealing with grief, fear, and uncertainty.

So, where and how do you start? 

In this episode, Todd Bessey discusses best practices w...