How to Handle Divorce, Widowhood, and Other Life Curveballs

Overview

It’s not easy to plan for the unexpected while also caring for your family and taking care of yourself. In this episode of Invested: Advancing Women in Work and Wealth, meet Samantha Russell, Chief Evangelist at FMG and Linda Grant-Smith, Wealth Strategist at Baird, about their personal and professional experiences with caregiving. Both share their individual stories and share their advice on how women can prepare for a range of caregiving roles and family life stages, including prenuptials, parenting and childcare, and end-of-life planning. Tune in for suggestions on resources and strategies you can use to tackle the tough conversations and decisions that come with unexpected life events. 

Time stamps: 

  • 00:59 - meet our guests
  • 03:19 - Samantha’s story
  • 08:24 - Linda’s story
  • 10:40 - stepping into a caregiving role
  • 15:24 - prepare your documents
  • 17:59 - starting conversations with family
  • 24:42 - basic financial prep
  • 34:31 - helpful resources
  • 38:18 - where to find our guests

Advisor Thinking