Financial Planner for Widows & Military
In this episode of the Widow Life and Money Podcast, I walk you through the fundamentals of estate planning: what it is, why it matters, and how it can bring greater peace of mind in the midst of grief. Estate planning can feel intimidating, confusing, or like something only “wealthy” people need, but my goal …
Estate Planning Basics: Protecting Your Loved Ones and Honoring Your WishesRead More
In this solo episode of the Widow Life and Money Podcast, I discuss a transformative financial tool available to Gold Star Widows: the HEART Act. Enacted in 2008, this legislation provides a remarkable opportunity for those who have made the ultimate sacrifice through their spouse’s military service. As a Gold Star Widow, you have access …
Unlocking Financial Security: Leveraging the HEART Act for Gold Star WidowsRead More
Welcome to another episode of the Widow Life and Money Podcast, hosted by me, Daniel Kopp. Today, I am thrilled to host Andi Wrenn, who shares her powerful journey of becoming a military widow and transforming her deep personal loss into a mission to aid other widows, particularly within the military community. In this heartfelt …
Navigating Loss and Legacy: A Discussion with Andi Wrenn on Supporting Gold Star WidowsRead More
Your SGLI Benefits and the HEART Act: A Golden Opportunity for Your Future As a Gold Star Widow, you have already given so much in service to our country. The loss of your spouse represents the ultimate sacrifice, and while nothing can replace what you’ve lost, there are financial tools available to help secure your …
Gold Star Widows Financial Planning with the HEART Act Roth IRARead More
