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 are joined by Will Yoho, Sr. Loan Officer at University Bank and reverse mortgage expert. Will shares … Continue reading Reverse Mortgages 101 with Will Yoho (Ep. 14) →

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 … Continue reading Buying a Home? Here’s How to Finance The Purchase (Ep. 13) →

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 … Continue reading Should I Stay or Should I Move? (Ep.12) →

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 … Continue reading Protecting Yourself and Your Assets (Ep. 11) →

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. … Continue reading Best Ways to Handle Scary Financial Markets (Ep 10) →

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 … Continue reading Protecting Yourself from Financial Fraud (Ep 9) →

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,  … Continue reading Tax Planning Ideas with Kelly Swisher (Ep 8) →

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 … Continue reading Tax Planning After A Loss with Kelly Swisher (Ep 7) →

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 … Continue reading Understanding Your Personal Net Worth (Ep 6) →

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. … Continue reading Preparing to Make Financial Decisions (Ep 5) →

Making decisions in the midst of the chaos after the death of a spouse is extremely difficult.  While you are experiencing both physical and emotional grief, there is also the financial burden of making sure that your short-term and long-term goals are met.  In this episode, Todd Bessey sits down with Maggie Moore, Certified Grief … Continue reading 3 Stages of Transformation in Widowhood With Maggie Moore (Ep.4) →

Organization is something that as a married couple and a team, you probably take for granted. But after the loss of a spouse, finding a new sense of organization through the chaos is challenging.   In this episode, Todd Bessey sits down with Maggie Moore, Certified Grief Recovery Method Specialist and The Widow Coach. Maggie discusses … Continue reading Two Sides of Grief with Maggie Moore (Ep.3) →

When someone loses their significant other, it can be difficult to regain a sense of normality and to feel in control of your own life again.  But you don’t have to go through that alone… In this episode, Todd Bessey continues his new series, Widowed But Not Alone, focused on helping those who have lost … Continue reading Emotional Healing After Losing a Partner (Ep. 2) →

Losing a partner can have a serious impact on everything. It can be hard to not feel alone when you are going through the necessary steps, but it doesn’t have to be that way…  In this podcast series, Widowed But Not Alone, learn how to tackle issues such as grief, widow scams, survivor’s guilt, and … Continue reading The First Steps to an Optimistic Future (Ep.1) →