Widow Life and Money

By: Daniel Kopp
  • Summary

  • Welcome to Widow Life and Money, where Certified Financial Planner and Financial Therapist, Daniel Kopp, discusses the intersection of widowhood, faith, and finances. His passion is helping younger widows gain clarity and confidence in their financial lives. Want even more resources and information on how to make better financial decisions along your grief journey? Go to www.wisestewardshipfp.com where you’ll find many helpful topics designed for widows. While there, you can also schedule a free, no obligation consultation with Daniel. This podcast is for informational purposes only and should not be used as the basis for legal, tax, or investing advice. Daniel Kopp is the founder of Wise Stewardship Financial Planning, LLC, a Registered Investment Advisory firm in the State of Florida. Opinions and information expressed are as of the date of recording and are subject to change.
    2022
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Episodes
  • What Widows Need to Know about Social Security
    Mar 15 2023

    Join us to hear Daniel teach about what widows should know regarding Social Security. It's no secret that Social Security may be in trouble. That news can feel ominous to you as a widow, raising concerns about the reliability of survivor's benefits to help with childcare and retirement. What's more, the rules for social security benefits are complex. But as Daniel will explain, with a little planning, the future is not so bleak.

    If you are a recent widow and don't know what to do next, we're here to help you draw a personal map toward making financial decisions that are best for you, organizing your way through the brain fog of grief, and seeking the relational support you need to heal at your own pace. You are not alone. 


    In this episode, Daniel shares:

    • If Social Security is running out

    • How Social Security works

    • How Social Security benefits widows with children

    • How to navigate tax considerations and employment

    • Thinking through the best strategies when claiming Social Security  


    Selected Links from this episode

    www.ssa.gov 

    Understanding how Social Security credits work

    Who is entitled to benefits

    https://wisestewardshipfp.com/what-widows-need-to-know-about-social-security 

    https://wisestewardshipfp.com/future-of-social-security 

    Schedule a Free Consultation

     

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    34 mins
  • Helping Your Children Grieve Well with Emily Jones, Founder of Brave Widow
    Mar 2 2023

    Join Daniel in a conversation with Emily Jones of Brave Widow, an organization where young widows can find healing, hope, and the courage to dream again. Emily lost her husband and best friend, Neal, one month before their 20th wedding anniversary in 2021. She was just 37 and the mother of four children, ages 12-21.

    In this episode, Emily shares the difficulties of learning household maintenance and new routines while still working full-time and caring for her family. In addition to her own grief, Emily became aware of the different grief styles unique to her children and how family connection and open communication helped her keep them grounded and anchored in their faith in God. 

    In this episode:

    • Emily’s Story – If everything goes perfectly, will you marry me?

    • Tragedy does not feel like God’s plan

    • New routines and how does the lawn mower work?

    • Grieving as a family and helping our kids grieve well

    • Finding Your Support Network and Learning how to ask for help

    • New schedules, school activities, and downtime

    Selected Links from his episode: 

    How to ask for help along with a checklist: https://www.bravewidow.com/free

    Reach out for a free consultation to get your financial life in order: https://calendly.com/wisestewardshipfp/initialconsultation

    Read the blog version of this episode here: https://wisestewardshipfp.com/helping-your-children-grieve-well-as-a-widow/

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    35 mins
  • From Grief to Impact with Carolyn Moor, Founder of Modern Widows Club
    Feb 16 2023

    Join Daniel in an interview with someone who rebuilt her life and now helps others do the same. Carolyn Moor, Founder of Modern Widows Club, shares her journey as a young grieving widow and mother. After rebuilding her business, she reached out to mentor small groups of grieving widows in her home and watched them multiply into a national organization that provides support, resources, and new opportunities for widows like you.

    Find links to Modern Widows Club below, and check out our growing list of resources for widow life and money at Wise Stewardship Financial Planning. 

    In this episode we discuss:

    • A Tragic Accident
    • No Longer Someone’s Number 1

    • Widow and Mother 

    • Rebuilding a Life

    • Developing Leaders

    • From Small Groups to a Nation-wide Movement


    Selected Links from this episode:


    https://modernwidowsclub.org/about/#

    https://www.carolynmoor.com/

    Inspire Connect Lead: Empowering Your Widow Mentoring and Leadership Gifts

    https://www.amazon.com/Inspire-Connect-Lead-Empowering-Leadership/dp/B0BKMPL2S3

     

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    35 mins

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