• 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
  • Understanding the Landscape of Financial Advisors
    Feb 1 2023

    Join Daniel in a conversation with client and colleague Nan Maurer, who recalls the early and uncertain days of financial decisions within weeks of losing her husband. Questions about healthcare, paying for college, loss of income and the future loomed before her. She knew she needed advice and help to carry it out but had no idea how to choose a professional to help her. 

    In this episode, we share the five principles she wishes she had known earlier as she tried to understand the vast and varied landscape of financial services more broadly and how financial advisors work more specifically. These questions might have helped her sleep better in searching for the right financial advisor. We hope they’ll help you! 


    Finances
    In this episode, Daniel shares:

    • Start with your questions
    • Use the right sources to search for an advisor
    • Understand what a fiduciary is and why you need one
    • Find a fee-only advisor
    • Choose a financial advisor who is the right fit for you

    Selected Links from this episode:

    • Find a NAPFA Advisor
    • Find an XYPN Advisor
    • Defining Fiduciary
    • NAPFA Consumer Checklist
    • Check an advisor on SEC
    • FINRA Broker Check 
    • National Endowment for Financial Education (NEFE)
    • The Committee for the Fiduciary Standard
    • Contact Daniel at Wise Stewardship Financial Planning
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    31 mins
  • Biblical Worldview and Widowhood
    Jan 18 2023

    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.

    The acute pain of grief is the pain of a wound that we can only see through a worldview that acknowledges the problem of death in a personal way. Believers in Christ know that the Christian worldview rests on the Hope of resurrection and eternal life. What we sometimes miss is the part in between—the suffering. 

    There's no way around it. We can get stuck—or we can find a path through it. Scripture gives us the map. And you may be surprised by how closely the biblical worldview for death and the hope that follows tracks with a widow's life.  

    Understanding “worldview” and how it guides our grief journey can help us make sense of this widow life and gather strength from new resources. 


    In this episode, Daniel shares:

    • How a Christian worldview shapes and steers the grief journey

    • Questions about identity and what we believe about God

    • Making sense of pain through the life of Jesus

    • How the practice of lament heals the soul

    • A review of six resources for healing in grief


    Selected Links from this episode

    A Grief Observed by C.S. Lewis

    Experiencing Grief by H. Norman Wright

    Heaven by Randy Alcorn

    Reflections of a Grieving Spouse by H. Norman Wright

    The Scars That Have Shaped Me  by Vaneetha Rendall Risner

    When the Darkness Will Not Lift by John Piper

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    29 mins
  • You're a Widow. Now What?
    25 mins