Craft & Sage Podcast
Hosted by Megan Jewett, WMS™, CFP®, Wisdom for What’s Next explores the financial questions that come with life’s biggest transitions.
Meet The Host
Megan Jewett, WMS™, CFP®
Co-Founder, Wealth Advisor
Megan understands that financial decisions are rarely just about numbers. They’re often connected to family, identity, relationships, personal experiences, and the future someone hopes to build.
Her goal is to make complex topics easier to understand while giving listeners useful questions and ideas to consider in their own lives.
Wisdom for What’s Next
Life rarely follows a perfectly straight path. Retirement, a career move, an inheritance, divorce, the loss of someone you love, or caring for aging parents can change more than your circumstances; these moments can also bring important financial decisions.
Each episode offers practical perspective to help you:
- Understand how major life changes may affect your financial plan
- Identify important questions before making a decision
- Consider the financial, personal, and family implications together
- Prepare more intentionally for what may come next
Whether you’re approaching retirement, navigating an unexpected transition, supporting someone you love, or simply thinking ahead, Wisdom for What’s Next can help you better understand your options and determine your next step.
Latest Episodes
Wisdom For What’s Next is a podcast about money, life transitions, and the financial decisions that shape your next chapter.
Hosted by Megan Jewett, WMS™, CFP®, the show brings thoughtful, practical conversations about retirement, family, career changes, divorce, loss, inheritance, aging parents, estate planning, and the moments when life asks, “What now?”
Each episode is designed to help listeners slow down, get organized, understand their options, and make more intentional decisions about their financial future. You’ll hear approachable guidance, real-world planning conversations, and perspective from professionals who help individuals and families move through change with greater direction and support.
The podcast is produced by Craft & Sage Wealth, a Kansas City-based financial planning firm helping people plan wisely for what comes next.
Whether you’re preparing for retirement, adjusting after a major life event, helping someone you love, or simply trying to make smarter decisions for the future, Wisdom For What’s Next helps you think through what matters now, what can wait, and what steps may be worth taking next.
You can’t fully prepare for losing someone you love, but you can prepare your financial life so money doesn’t become another crisis in the middle of grief.
In this episode of Wisdom for What’s Next, Megan Jewett, CFP®, focuses on women and wealth and one of the most difficult transitions a family can experience: the death of a loved one.
Megan walks through the financial information women should understand before a loss occurs, including household cash flow, taxes, insurance, Social Security, important accounts, and the professionals they may eventually need to call.
She also explains why women should have an active voice in their finances even when a spouse or partner traditionally handles the money, and shares the questions to ask when choosing a financial advisor who will listen, communicate clearly, and understand what matters to you.
Key Takeaways
Know how your financial life works before you have to manage it alone.
Understand where money comes from, how bills get paid, where accounts are held, who prepares your taxes, and how to access important information. Looking for passwords and paperwork shouldn’t be your first priority after someone dies.
Being involved doesn’t mean you have to manage everything yourself.
Even when one spouse traditionally handles the family’s finances, both people should understand the overall financial picture and know who to contact when something changes.
The loss of a loved one can change your income.
Social Security and other income sources may work differently after the death of a spouse. Megan discusses why knowing that survivor and former-spouse benefits may exist can help you ask the right questions when the time comes.
Your financial advisor should understand both people in the relationship.
An advisor should listen to each person’s concerns, goals, risk preferences, and questions rather than building the relationship around only the spouse who typically handles the finances.
You should be able to advocate for yourself.
Megan recommends asking prospective advisors whether they act as a fiduciary, whether they’re independent, how they’re compensated, and what you should expect from them when it comes to communication.
The best preparation can make room for grief.
Financial planning won’t make a loss easier, but having accounts organized, professionals in place, and a basic understanding of your options can reduce the number of financial decisions demanding attention during an already difficult time.
For Women Navigating Life’s Biggest Transitions
Death, divorce, disability, and other major changes can alter your financial life quickly. Becoming more involved in your finances today can make it easier to understand your options, ask better questions, and make informed decisions when circumstances change.
Connect with Craft & Sage Wealth
Megan Jewett, CFP® — Co-Founder & Wealth Advisor
Craft & Sage Wealth
craftandsage.com
Have a question about women and wealth or another financial topic you’d like Megan to discuss? Visit craftandsage.com and submit it through the contact form.