Tag Archives: Financial Advisor

FEATURE

Preparing for the Unexpected: Building an Emergency Fund as a Widow/er (Ep. 9)



Are you prepared with a designated emergency fund? As a surviving spouse with responsibilities for both yourself and possibly your children, having a reliable safety net can make a world of difference.

In this episode, Palma speaks with Richard Dri, a wealth advisor for the widowed community, to discuss how much you should be saving for an emergency fund, best practices for saving, and the importance of reassessing the fund during major life changes. They also discuss navigating the world of dating, and how  Richard turned to a popular dating app when he was ready for companionship after the loss of his wife. 

Join Palma as she chats with Richard about:

  • The significance of having an emergency fund for financial stability and peace of mind
  • Important first steps for preparing an emergency fund
  • How widows can navigate a single-income family dynamic on their own
  • And more

Resource:

Connect with Palma Polesel: 

Connect with Richard Dri: 


FEATURE

Securing Your Future: Practical Budgeting Tips for Widows and Widowers (Ep. 6)



This is part one of a four-part series that focuses on financial planning for widows and widowers. 

Listen as Palma gains insight with advice from Richard Dri, a financial planner and a fellow member of the widow community.

Together they discuss:

  • Financial challenges after the loss of a spouse
  • How to create a post-loss budget and adjust your spending 
  • The importance of assessing your income and expenses
  • The power of life insurance and government benefits 
  • And more

Resources:

Connect with Palma Polesel: 

Connect with Richard Dri: