Category Archives: Financial Advisor

3 Stages of Transformation in Widowhood With Maggie Moore (Ep.4)

April 12, 2022Education, Finance, Financial Advisor, Financial Planning, Investing, RetirementFinancial Planning, Grief, Organization, Podcast, Widowed, Widowed But Not Alone, WidowsWidowed-But-Not

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 Recovery Method Specialist and The Widow Coach. Maggie continues to provide advice on how to handle important decisions after the death of a spouse.

Todd & Maggie discuss:

The challenges of having your inner and outer worlds collide
Three stages of the transformation process
How a good advisor can support you
How to deal with decision making during the grief process
And more

Resources:

Connect with Todd Bessey:

Connect with Maggie Moore:

About our Guest: Maggie has been professionally helping and healing others since 2015. Catapulted on her journey by the loss of her own soul mate and spouse, she has helped hundreds of people transform their lives through implementing practical guidance with life beyond loss, resolving the past and living in the present.

As a Speaker, Widow Coach & Certified Grief Recovery Specialist®, Maggie believes in using practical tools of her Widowed Navigator® and Widowed Compass® to manage the widowed process, enabling time and space for transformational coaching from the inside out.

——

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Two Sides of Grief with Maggie Moore (Ep.3)

March 29, 2022Education, Finance, Financial Advisor, Financial Planning, Investing, RetirementFinancial Planning, Grief, Organization, Podcast, Widowed, Widowed But Not Alone, WidowsWidowed-But-Not

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 her life-changing experience after the loss of her spouse in 2014 and how she took action to assess and prioritize what needed to be done to continue on her journey through life alone.

Todd and Maggie discuss:

The challenges that Maggie faced after the loss of her husband
The support systems she relied on when she felt the most alone
The TWO sides of Grief – biological and emotional
FOUR key terms to getting organized
How to deal with decision making during the grief process
And more

Resources:

Connect with Todd Bessey:

Connect with Maggie Moore:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Emotional Healing After Losing a Partner (Ep. 2)

March 15, 2022Education, Finance, Financial Advisor, Financial Planning, Investing, RetirementEmotional Healing, Financial Planning, Future Planning, Personal Finance, Podcast, Widowed, Widowed But Not AloneWidowed-But-Not

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 a partner figure out how to manage finances, as well as strategies to better handle the stress and feelings of being overwhelmed.

Todd discusses:

Where to start when rebuilding life without your partner
How to find the right resources to support the next part of your journey
Handling the feeling of being overwhelmed
Different issues older and younger widows go through
What to do when time isn’t on your side in your grieving process
The importance of a close inner circle and who should be included
And more

Connect with Todd Bessey:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

The First Steps to an Optimistic Future (Ep.1)

March 1, 2022Education, Finance, Financial Advisor, Financial Planning, Investing, RetirementFinancial Planning, Future Planning, Personal Finance, Podcast, Widowed, Widowed But Not AloneWidowed-But-Not

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 how to continue living your best life.

In this inaugural episode, Todd Bessey introduces himself and his company, Creidim Wealth Partners. Follow along, and learn how to best protect yourself and your finances during some of life’s hardest times.

Todd discusses:

How he got into the field and why his focus is on advising widows
Todd’s history and past professional experience
What the name Creidim means
Todd’s business philosophy when working with people in delicate situations
How Creidim works with all types of clients needs, to best fit each individual
What to expect next episode
And more

Connect with Todd Bessey:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More