Money decisions are never purely logical—especially after loss. In this thoughtful episode, Catherine Magaña and Rachel Ivanovich explore the emotional side of financial decision-making after losing a spouse, and why even simple choices can suddenly feel overwhelming.
They unpack something many widows experience but rarely hear explained: grief literally changes how the brain processes information, often creating brain fog, fear, and uncertainty about making the “right” financial choices. That’s why patience—and the right support system—matters more than rushing into big decisions.
In this conversation, you’ll learn:
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Why major financial decisions should often wait 6–12 months after loss
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The hidden tax planning opportunities many widows overlook in the year a spouse passes
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Why confidence with money doesn’t happen overnight—and how to rebuild it
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The importance of creating a trusted advisory team so you’re not navigating everything alone
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How shifting from fear-based decisions to values-based planning can help shape the next chapter of life
Plus, Catherine and Rachel share insights from their recent Her Financial Year workshop, where women explored money mindset, values, and even created financial vision boards for the future.
Because even after life changes dramatically, clarity, confidence, and a meaningful financial future are still possible.
Date Recorded: 02/26/26
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