Tag: Emotional Support
How to Prepare for the Death of a Loved One With Carrie Shoener (Ep. 46)

How to Prepare for the Death of a Loved One With Carrie Shoener (Ep. 46)

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Reflecting on the loss of a loved one is an agonizing journey nobody willingly embarks on.

Yet, those who take proactive steps to brace themselves for such an inevitable occurrence are often spared the crippling weight of financial burden and the relentless onslaught of emotional upheaval in the aftermath.

Join Nicole Romito as she welcomes her esteemed colleague, Carrie Shoener, to discuss the critical but often overlooked topic of preparing for the death of a loved one. Despite the difficulty, it is essential to have these conversations to ensure that everything is in order and wishes are understood. 

Learn key steps and best practices as Nicole and Carrie discuss:

  • How to approach the end-of-life conversation with your loved ones
  • Strategies for ensuring family members have access to essential documents and passwords
  • The importance of having updated financial and estate planning documents 
  • Tips for sharing sensitive topics with family members to avoid future conflicts
  • And more

Resources:

Connect with Nicole Romito: 

Connect with Carrie Shoener:

About Our Guest: 

Carrie Shoener is an advisor at Private Vista LLC. Her previous work as a high school teacher emphasized how important it is to build strong relationships as the cornerstone of one’s career. That same principle guides her work as an advisor, where she is able to continue helping people solve problems and make empowered decisions about their futures. Carrie sees her role as a trusted and empathetic source of financial education, and she enjoys working with clients to build up their knowledge and understanding of their options.

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Action Steps After Loss With Delaney Orozco (Ep. 45)

Action Steps After Loss With Delaney Orozco (Ep. 45)

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Despite the certainty of life’s endpoint, many individuals find themselves unprepared for the emotional and financial implications when a loved one suddenly passes away.

Do you have the right people and processes in place?

Join Nicole Romito and guest Delaney Orozco for an insightful dive into the complexities surrounding the sudden death of a loved one, providing knowledge and compassion for those faced with this challenging situation. From establishing a “key person” to assist with the immediate steps to engaging in self-care practices and managing financial protocols, this episode offers support, guidance, and actionable tips for navigating through one of life’s most difficult times.

Nicole and Delaney discuss: 

  • The importance of identifying a “key person” for immediate and supportive action
  • Developing practical checklists for financial and personal affairs
  • The significance of self-care and seeking emotional support during the grieving process
  • The different roles of importance such as trustees, executors, and powers of attorney
  • And more

Resources:

Connect with Nicole Romito: 

Connect with Delaney Orozco:

About Our Guest: 

Delaney Orozco, CFP®, began in the financial services industry in 2015 as a service advisor. Throughout her career, she has focused on finding the intersection between the day-to-day processes of the financial world and bigger-picture planning, with the goal of assisting her clients in achieving their private vista. Delaney also has a deep passion for developing guides for her clients, helping them navigate the psychology behind finance and the numbers they see on the page. Her experience as a collegiate athlete has equipped her with the work ethic and dedication necessary to perform at a high level, which she hopes to offer her clients.

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Building Your Team for a Successful Divorce Process with Susan Guthrie (Ep. 36)

Building Your Team for a Successful Divorce Process with Susan Guthrie (Ep. 36)

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Divorce is an emotional time for both spouses, but it’s important not to let emotions control the process. How can you build the best team for your divorce?

In this episode, Nicole Romito speaks with Susan Guthrie, a family law attorney, about the intricacies of divorce. They emphasize the value of a collaborative approach over litigation and the importance of assembling a professional team, including attorneys, financial advisors, and mental health professionals. Susan advises listeners on how to select the right attorney, stressing the need for one who genuinely practices collaborative law. They discuss the significance of experience and mindset in professionals guiding the divorce process and debunk the misconception that collaborative divorce requires a friendly relationship between spouses. Their conversation highlights the benefits of collaborative and mediated divorces for all parties involved, especially children.

Nicole and Susan discuss: 

  • The need for emotional support before hiring an attorney
  • The role of a divorce coach and a financial professional in managing emotions and making rational decisions
  • The benefits associated with a well-rounded professional team
  • The holistic approach to divorce which involves legal, emotional, and financial aspects
  • Misconceptions about collaborative divorce, the importance of commitment to the process, and how to find an attorney committed to the collaborative process
  • The importance of vetting professionals and asking the right questions
  • And more

Resources:

Connect with Nicole Romito: 

Connect with Susan Guthrie:

About Our Guest: 

Susan Guthrie is a nationally recognized family law attorney. She had a successful practice in Connecticut for 32 years and now is a well-known, collaborative and mediation trainer. She aims to help other attorneys learn how to effectively help their clients choose a more productive and amicable way to divorce. She’s also the host of two podcasts, Divorce and Beyond, and Make Money Mediating. 

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