Supporting Families in Transition: Financial Caregiving and Daily Money Management with Jeremy Zizmor
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
Release Date: 03/10/2026
How Forcing Joy Transformed a Widow’s Grief into a Community of Healing with Dana Frost
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this episode of Widow, Wisdom and Wealth™, host Don sits down with Dana Frost, founder of the Forced Joy Project, to talk about grief, resilience, and the power of community after loss. Dana shares the story behind her husband Brad’s terminal cancer diagnosis, the “forced joy” mindset they created during his final 100 days, and how that practice evolved into a meaningful mission supporting widows, widowers, and others navigating life after loss. Listeners will hear how the Forced Joy Project grew into a community with retreats, the Joy Scout Club, and creative tools for honoring...
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Rebuilding Life After Loss: Wisdom from Lisa Woolery
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this heartfelt episode, Lisa Woolery shares her journey of overcoming widowhood, raising children, and rediscovering purpose through her mission of supporting widows. Her story offers powerful insights on healing, community support, and embracing a new chapter with hope and resilience. Main Topics: Lisa Woolery’s personal widowhood story and early relationship with her husband Eric The importance of honesty, shared responsibility, and mutual support in coping with loss Building community and leaning on neighbors and friends for strength The concept of a widow’s comeback and her...
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Rebuilding Joy Through Travel: Tiffany Rampey’s Journey from Widowhood to Empowered Global Explorer
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
Discover how Tiffany Rampey transformed her grief into a movement that empowers widows to travel the world responsibly and joyfully. In this episode, she shares her inspiring story of resilience, the innovative Travel More Method, and practical tips for leveraging points and miles to unlock global adventures. Main Topics: Tiffany’s personal journey from widowhood to reinventing her life through travel The development and principles of the Travel More Method How widows can use points and miles to travel affordably Overcoming mindset blocks like guilt and fear after loss The importance...
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Navigating Real Estate Transitions After Loss or Divorce with Dana Friedman
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this episode of "Widow Wisdom and Wealth," Dana Friedman shares insightful advice on managing real estate decisions during emotional life transitions, particularly after widowhood or divorce. Whether you’re considering selling your family home, downsizing, or exploring 55+ communities, Dana’s expertise offers practical guidance and emotional support. Main Topics Covered: How to use the long-term capital gain exclusion within the first two years of widowhood Strategies for accurately determining home value amidst fluctuating markets Important updates and improvements that can increase...
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What Your Next Best Minute Can Do When Disaster Hits with Erika Andresen
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this episode of Widow Wisdom and Wealth, we dive deep into resilience, life pivots, and practical strategies for navigating business and personal challenges after loss. Erika Andresen shares her inspiring journey from military service and law to becoming a business continuity expert, emphasizing the importance of planning, action, and living in alignment with your passions. Key Topics The parallels between business continuity planning and handling life's disruptions Erika’s personal story of evolving careers and overcoming hardships How resilience builds through proactive planning and...
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How Mindfulness Can Help Widows Heal and Thrive: Being Present for Life with Harriet Stein
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
Discover how mindfulness can transform your daily life, reduce stress, and help you find joy amidst chaos, especially for widows and widowers navigating grief, careers, and parenting. Harriet Stein shares practical insights, her personal story, and tools to incorporate mindfulness into busy routines. Key topics: The true meaning of mindfulness: paying attention without judgment Practical ways to practice mindfulness in everyday activities like driving, washing hands, and walking How mindfulness can ease stress and grief, especially during challenging times The nine attitudes of...
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From Career Chaos to Purpose—And the Secret to Reimagining Retirement with Dale Power
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this heartfelt episode, Dale Power shares her inspiring journey through life's transitions—from entrepreneurship to profound personal loss—and how courage can be a guiding force during pivotal moments. Discover practical steps to reimagine your purpose and embrace change with confidence. Key Topics: Dale's personal story of resilience and reinvention The Share Your Courage three-step methodology for navigating transitions The importance of starting where you are and leveraging strengths Reimagining career paths through conversations and informational interviews Practicing...
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Supporting Families in Transition: Financial Caregiving and Daily Money Management with Jeremy Zizmor
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this episode, Donna Kendrick hosts Jeremy Zizmor to discuss how daily money management and financial caregiving can ease the lives of families navigating widowhood, divorce, aging parents, or other transitions. Jeremy shares insights into establishing financial organization, protecting assets, and leveraging professional teams to provide clarity during challenging times. Key Topics: The role of daily money managers in supporting families through life transitions How to organize and streamline financial documents and insurance policies Importance of establishing trusted...
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Embracing Guilt and Gratitude: A Widow’s Journey to Financial and Emotional Wellness
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this heartfelt solo episode, Donna Jean Kendrick shares her personal story of resilience, the challenges of widowhood, and how she rebuilt her life and business from loss to abundance. If you've ever struggled with guilt, self-judgment, or balancing career and family after a major life transition, this episode offers inspiration, practical insights, and a reminder to embrace your own journey. Key topics: Donna’s journey from widowhood to remarriage and blended family life The significance of community support and local culture (Jenkins Town) Overcoming guilt related to financial...
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The Hidden Trauma Sabotaging Your Business (And How To Uncover It) with Nicole Lewis-Keeber
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss
In this episode, we explore how childhood trauma and emotional health directly impact entrepreneurs’ business performance. Nicole Lewis Keeber, a business therapist and mindset coach, shares insights on harnessing therapeutic tools to overcome subconscious barriers, leading to sustainable success. Whether you're growing a startup or feeling stuck at a ceiling, this conversation offers actionable strategies to align your emotional health with your business goals. Key topics: How childhood trauma influences entrepreneurial mindset and business outcomes Recognizing and...
info_outlineIn this episode, Donna Kendrick hosts Jeremy Zizmor to discuss how daily money management and financial caregiving can ease the lives of families navigating widowhood, divorce, aging parents, or other transitions. Jeremy shares insights into establishing financial organization, protecting assets, and leveraging professional teams to provide clarity during challenging times.
Key Topics:
- The role of daily money managers in supporting families through life transitions
- How to organize and streamline financial documents and insurance policies
- Importance of establishing trusted contacts and clear family communication
- Building a professional team: financial planners, estate attorneys, care managers, and accountants
- Proactive planning vs. reactionary approaches to money management crises
- Tools like the Financial Caregiving Toolkit for assessing and managing finances
- Confidentiality and trust considerations when working with families
- Tips for educating young adults on financial basics with practical tools
- How to find qualified daily money management professionals in your area
Chapters:
00:00 - Introduction and overview of Jeremy Zizmor's background and mission
02:23 - Jeremy’s personal story of caring for his grandmother and founding Assurance Family Partners
04:08 - The core services of daily money management and financial caregiving
07:16 - How financial organization helps families in crisis and prevents costly oversights
09:41 - Macro and immediate planning strategies for transitional families
11:32 - Communicating with family members and safeguarding confidentiality
13:26 - Building a trusted professional team for ongoing support
15:40 - Handling family dynamics and legal considerations in financial management
17:24 - The role of care managers and the sandwich generation’s unique needs
19:05 - Additional services like insurance management, household payroll, and document organization
22:33 - Common challenges and the importance of proactive planning
24:44 - Learning from reactive crises and the value of early intervention
25:23 - The Financial Caregiving Toolkit: resources for families starting their journey
27:19 - Educating young adults on finances and the benefits of self-guided or professional support
28:24 - How to find a qualified daily money manager; Jeremy’s recommended resources
29:22 - Jeremy’s location and contact info for Assurance Family Partners
Resources & Links
Connect with Jeremy Zizmor and discover resources:
Website: https://assurancefamilypartners.com/
Assessment for an interested person or family to continue the conversation: https://assessment.assurancefamilypartners.com/
Financial Caregiving Toolkit 6 Biggest Hurdles to Overcome when Managing a Loved One's Finances: https://6hurdles.assurancefamilypartners.com/register
Find a Daily Money Manager in your area: https://secure.aadmm.com/find-a-dmm/
This episode offers practical advice for families wishing to prevent financial crises and build resilient support systems during times of transition, emphasizing the importance of organization, trust, and proactive planning.
Citations for the aging in place percentages mentioned in this episode:
75% https://www.aarp.org/home-living/home-community-preferences-survey-2024/?utm_source=chatgpt.com
84% https://point.com/blog/aging-in-place-2025?utm_source=chatgpt.com
88% https://www.retirementliving.com/aging-in-place/aging-in-place-statistics?utm_source=chatgpt.com
87% https://medicalxpress.com/news/2025-06-poll-wide-variation-older-adults.html?utm_source=chatgpt.com
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CONNECT 🤝
Facebook: /donnajeankendrick
LinkedIn: /donna-kendrick
Instagram: / donnajeankendrick
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CONTACT ☎
Website: https://sephtonfinancial.com/
Phone: (215) 948-3945
Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10...
Downloadables and Resources: https://sephtonfinancial.com/resources/
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Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 314 Washington Ln, Jenkintown, PA 19046. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice. The guests on the podcast are not affiliated or registered with Cetera Financial Specialist. Any information provided by the guests are in no way related to Cetera Financial Specialist or its registered representatives.