He's Gone But The Money's Not


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/
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.

What is 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.