• Improved Finances after the Loss of a Spouse | An Interview with Julie

  • Mar 12 2024
  • Length: 48 mins
  • Podcast

Improved Finances after the Loss of a Spouse | An Interview with Julie

  • Summary

  • Summary


    In this podcast episode, we explore Julie’s unique path as a widow. After her husband's unexpected passing from an aortic aneurysm, Julie's financial situation took an unexpected turn. Unlike many widows who face financial challenges, Julie's finances significantly improved following her husband's death.


    Throughout their 15-year marriage, Julie and her husband faced substantial financial setbacks due to his spending habits and addictions. They constantly struggled to stay afloat, resulting in the loss of their house, persistent debt, and an inability to save or invest for retirement. However, since becoming a widow, Julie has undergone a remarkable transformation.


    Julie has successfully rebuilt her credit, eliminated her debt, and achieved financial stability. She has been able to purchase a new house and car, save for retirement, and even expand her family by adopting a daughter and welcoming several grandchildren. Inspired by her own journey, Julie has connected with other widows and widowers, leading her to establish a charity called Ministering Angels. This organization aims to provide much-needed assistance to widows and widowers who find themselves in desperate need.

    Resources


    Visit Julie’s charity website: https://wwministeringangels.org/


    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.

    Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Improved Finances after the Loss of a Spouse | An Interview with Julie

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.