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On the latest episode of The Get Ready Money Podcast, I spoke with Megan Kopka, Board Chair of the Modern Widows Club and Managing Partner at Apprise Wealth Management about changing the way we think about money and widows.

In this episode we discussed:

• How the Modern Widow’s Club supports widows.
• The importance of leaning in when people are facing tragedy.
• Keeping communication focused on the widow and what they need help with.
• The average age of a widow is 59.
• Why widows need a mentor and a tribe.
• Financial planners should be someone who widows can trust and that have a process in place for widows.
• Widowhood is a women’s health event.

Megan Kopka, CFP®, RLP®, is Board Chair of Modern Widow’s Club and Managing Partner of Apprise Wealth Management. Megan is passionate about helping women, especially- caregivers & widows, find financial security and freedom to live fulfilling lives supported through planning and investing. Her experience as a former math teacher, wife, mom, widow, solo parent, caregiver, medical advocate, business owner, partner and feminist gives her unique perspectives on integrating money with life values. Megan co-founded the Cape Fear Community of the Modern Widows Club in May 2020 and served as their community advocate until December 2023. She is also on the Golden Committee for the National Modern Widows Club, a national non-profit organization that serves widows, and Megan is the Board Chair.

Connect with Megan Kopka:

Website: https://timcalise.com

LinkedIn: https://www.linkedin.com/in/tcalise/

Website: apprisewealth.com

LinkedIn (Megan Kopka): https://www.linkedin.com/in/megan-kopka-cfp%C2%AE-rlp%C2%AE-a5271a9/

LinkedIn (Apprise Wealth): https://www.linkedin.com/company/apprise-wealth-management/

Facebook (Megan Kopka): https://www.facebook.com/MKopkaFinance/

Instagram (Megan Kopka): https://www.instagram.com/megan.kopka/

Connect with the Modern Widows Club

Website (resources and more for widows): https://modernwidowsclub.org

Support the Modern Widows Club: Give

Facebook: https://www.facebook.com/modernwidowsclub

Instagram: https://www.instagram.com/modernwidowsclub/

LinkedIn: https://www.linkedin.com/company/modern-widows-club/

Pinterest: https://www.pinterest.com/carolynmoor/modern-widows-club/

YouTube: https://www.youtube.com/channel/UCAej2VmfOybkD3IcLeBKLEw

Book:

Legendary Widows: Stories of Legacy (Amazon)