What Financial Questions Should Widows Ask First?

In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with PAX Financial Advisor Haley Wall for a heartfelt discussion on the emotional and financial challenges faced by widows.

Drawing from real-life experiences and her work as a certified Loss of Life Advocate, Haley explains how widows can regain clarity and make informed financial decisions after a loss. From navigating life insurance and estate documents to avoiding predatory scams and understanding Social Security’s widow blackout period, this episode offers practical guidance and emotional insight.

Key highlights include:

• The first financial step every widow should take - pause.
• Why widows are often targeted by scammers and opportunists.
• The importance of updating wills, beneficiaries, and medical directives.
• How the widow’s Social Security blackout period works - and how to prepare.
• The emotional weight of stewardship and honoring a spouse’s legacy.
• Available community resources, including grief counseling and support groups.

Whether you’re navigating widowhood yourself or supporting someone who is, this episode offers both compassion and direction.

For more support, visit PAXFinancialGroup.com or contact Haley directly at [email protected].