He's Gone But The Money's Not

About He's Gone But The Money's Not

Being a widow comes with a variety of unique challenges—including facing the dreaded personal finances. But maybe with the right tools and the right attitude, it doesn't have to be so bad. On He's Gone but the Money's Not, hear success stories of widows who have made it through the financial forest after losing their spouses. Learn how they cope with and address their personal finances after their world has turned upside down. Hosts Summer and Nicole bring these stories to light and will help you understand key financial topics that will put you on the road to financial success.

Publisher

Nicole Roberts CFP® & Summer Parry

Category

business · education

Language

en

Explicit

No

First episode

1 Feb 2023

Latest episode

30 Jun 2024

Latest episodes

39 episodes in the feed.

1. 

   30 Jun 2024

   Infertility, Adoption, Disabilities, and Widowhood | Interview with Christine

   In this episode, Christine shares her poignant journey through infertility, adoption, and the sudden loss of her husband, Brian, while their children were still young. Despite the tragedy, Christine reflects on the comfort they found in being prepared with life insurance, burial plots, and plans for their house. She delves into the myriad decisions that had to be made immediately following Brian's death, including essential house maintenance and remodeling. Christine also opens up about the unique challenges she faces as a mother to children with disabilities, particularly in navigating government benefits and ensuring her children's needs are met. Financial planning became a critical focus after Brian's passing. Christine discusses the specific decisions she made to secure her family's future, such as paying off the house, purchasing a "widow car," obtaining long-term care insurance, and consulting with a financial planner. Continuing Brian's legacy of careful planning, frugality, and a love for travel, Christine emphasizes how widowhood has taught her to extend more grace to others. If you would like to learn more about Rock House Financial and the services offered see our website https://rockhousefinancial.com/ (https://rockhousefinancial.com/) Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. RH Advisors, LLC dba Rock House Financial is an SEC registered investment adviser and the opinions expressed on this show do not reflect the opinions of Rock House Financial or any sponsors of the podcast. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Past performance is not indicative of future performance.

2. 

   11 Jun 2024

   From Caregiving to Widowhood | Interview with JoAnn

   This episode features JoAnn, a music therapist who shares her experience of losing her husband after a six-year battle with cancer. JoAnn reflects on the value of the extra time chemotherapy provided despite the health challenges it caused. It allowed her husband to witness and participate in their daughter's important milestones. As a music therapist, she made the tough decision to close her business to focus on his care. Following her husband's passing, JoAnn navigated a series of practical yet emotional decisions. She discusses: Selling their home to have a better home suited for her needs Paying off the house to gain financial security. Deciding when to take Social Security. Rebuilding her professional life by starting a new business venture. Connect with JoAnn here https://windblownwidow.com/ (https://windblownwidow.com/) Or on Instagram @windblown_widow If you would like to learn more about Rock House Financial and the services offered see our website https://rockhousefinancial.com/ (https://rockhousefinancial.com/) Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. RH Advisors, LLC dba Rock House Financial is an SEC registered investment adviser and the opinions expressed on this show do not reflect the opinions of Rock House Financial or any sponsors of the podcast. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Past performance is not indicative of future performance.

3. 

   5 Jun 2024

   Finding New Normal After Losing a Husband | Interview with Author Michelle

   This episode features Michelle, author of the fictional novel "The New Normal," inspired by her own experience as a widow. The book shares the emotions and complexities of grieving after the loss of a spouse. Even 20 years after his death, the grief will come back. She shares about losing her spouse during an adoption process and then being denied as a single adoptive parent, the double blow of losing her partner and their future family. Michelle was the primary breadwinner and shares about her strong desire to be independent while learning to ask for help when needed. She talks about getting healthy after losing her spouse to a heart attack. She took on a new life mantra after his death focusing on doing what made her happy. Michelle is remarried to a man with grown children, she shares about separate finances and getting family in a non-traditional path. Find out more about Michelle and find all of her books here https://michelleparisauthor.com/ If you would like to learn more about Rock House Financial and the services offered see our website https://rockhousefinancial.com/ (https://rockhousefinancial.com/) Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. RH Advisors, LLC dba Rock House Financial is an SEC registered investment adviser and the opinions expressed on this show do not reflect the opinions of Rock House Financial or any sponsors of the podcast. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Past performance is not indicative of future performance.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

3 ratings

Spotify

5.0 / 5

2 ratings