Why Budgeting Isn’t Working For Widows

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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.

Why Budgeting Isn’t Working For Widows

He's Gone But The Money's Not

18 minutes

2 years ago

Why Budgeting Isn’t Working For Widows

One of the big reasons I see that people struggle to live on a budget or keep an emergency fund is because they are not planning for annual expenses. They consider regular monthly expenses in their budget but forget about the annual life insurance bill or the home and car maintenance. In this episode, I talk about how sinking funds or annual funds can help create a more realistic budget or spending plan. Many of these expenses are predictable and should be planned in your monthly spending allowance.

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