Overwhelmed with the After Loss To-Dos

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He's Gone But The Money's Not

Nicole Roberts CFP® & Summer Parry

39 episodes

2 months ago

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.

All content for He's Gone But The Money's Not is the property of Nicole Roberts CFP® & Summer Parry and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Overwhelmed with the After Loss To-Dos | Interview with Jasmine

He's Gone But The Money's Not

52 minutes

2 years ago

Overwhelmed with the After Loss To-Dos | Interview with Jasmine

Jasmine’s husband was diagnosed with terminal cancer while Jasmine was pregnant. There was no conversation about what would happen after he passed away. She was so unprepared for all the decisions she had to make when she was already so overwhelmed. She felt very alone, had no peers or other young widows that she knew. She couldn’t believe there was no one to help her when she felt she could not function. Years later she started her own business to be an after-loss professional, which is like a project manager or social worker to help people work through all the to-do’s after death. Her business is called Compass Coordinators. And she has started a training program to help train other people to be after-loss professionals. As a young widow, Jasmine had to work through what debt she was responsible for, how to fix an incorrect death certificate, and how to go back to work. Her biggest lesson was bad things can happen but that means good things can happen too.

Find Jasmine’s training program to become an After Loss Professional here https://www.afterlosspros.com/

Find Jasmine’s Business here https://www.compasscoordinators.com/

Find Jasmine on Instagram @compasscoordinators

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.