Podcast: Journal With Us: Your Money Story After Losing a Spouse (Part 1)
Podcast: Journal With Us: Your Money Story After Losing a Spouse (Part 1)
Money can feel overwhelming, especially after loss… but what if the real starting point is your own story, instead of spreadsheets or strategies?
In this first part of a powerful live “Money Circle,” Stacy and Sunaina slow everything down and guide you somewhere most financial conversations never go: inward. This episode is all about getting honest with where you’ve been, where you are right now, and what financial security could actually mean for you and your life.
You’ll hear them discuss:
- How your earliest experiences and messages about money quietly shape your decisions today
- Why your “money story” isn’t fixed and how it continues evolving over time
- Simple reflection prompts to uncover what’s currently weighing on you financially
- The value of separating what feels uncertain from what’s already handled (and why that matters more than you think)
- How to identify the one financial area that would bring the most immediate relief or clarity
- Why even experienced financial professionals still feel like they have more to do and why that’s completely normal
- How to start thinking about financial security through intentions, not pressure or quick decisions
Resources
Watch the Full Money Circle on Youtube
Sunaina Mehra on LinkedIn | Francis Financial
Stacy Francis on LinkedIn | X(Twitter) | Email
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