Best Nicole Roberts Cfp Podcasts (2024)

1
Infertility, Adoption, Disabilities, and Widowhood | Interview with Christine 45:46

4d ago45:46

45:46

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…

1
From Caregiving to Widowhood | Interview with JoAnn 36:43

26d ago36:43

36:43

This episode features JoAnn, a music therapist who shares her experience of losing her husband after a six-year battle with cancer. JoAnn reflects on the value of the extra time chemotherapy provided despite the health challenges it caused. It allowed her husband to witness and participate in their daughter's important milestones. As a music therap…

1
Finding New Normal After Losing a Husband | Interview with Author Michelle 43:33

1M ago43:33

43:33

This episode features Michelle, author of the fictional novel "The New Normal," inspired by her own experience as a widow. The book shares the emotions and complexities of grieving after the loss of a spouse. Even 20 years after his death, the grief will come back. She shares about losing her spouse during an adoption process and then being denied …

1
Should You Invest In Real Estate? | Interview with Bob Aamodt, CFP® 31:58

3M ago31:58

31:58

Bob Aamodt, CFP® has been an advisor for over 25 years. He has been mentioned by several widows who have been interviewed on this podcast as their advisor. Bob shares his experience investing in real estate. We talk about the pros and cons of real estate investing. Spoiler, it may be more complex than you realize. If you would like to learn more ab…

1
Improved Finances after the Loss of a Spouse | An Interview with Julie 48:27

4M ago48:27

48:27

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, J…

1
Job Loss, Relocation, a Bad Economy and Loss | An Interview with Karen 45:32

4M ago45:32

45:32

Summary Karen faced significant hardships after the tragic motorcycle accident that took her husband's life. Suddenly finding herself as a single mother of six children, Karen had to navigate through various obstacles to ensure the well-being of her family. Having recently relocated from Michigan to Idaho, Karen and her husband were in the midst of…

1
Finding Guidance After the Loss of a Spouse | An Interview with Chris Bentley 33:58

6M ago33:58

33:58

Summary In this podcast episode, we have the privilege of interviewing Chris Bentley, a financial advisor. Chris' journey began when he encountered a dear friend who had recently become widowed and realized the lack of resources available to support widows in similar situations. Rather than standing idly by, Chris decided to seize the opportunity t…

1
Losing Your Stay At Home Spouse | Interview With Emily 50:23

7M ago50:23

50:23

Summary Just one month shy of their 20th wedding anniversary, Emily was widowed unexpectedly at the age of 37 due to Covid. Emily’s husband, Nathan, was the core of their family as the stay at home dad. They have 4 children who were ages 10 - 19 at the time. Emily shares how she left her corporate job and became self-employed founding Brave Widow a…

1
Should a Widow Pay Off Her House? 14:49

8M ago14:49

14:49

When you get a big windfall like life insurance, should you use it to pay off your house? Or if you have extra monthly income should it go to paying off your house or saving? This depends on many different factors. It can be different for each individual. Consider your priorities and situation, seek help from a professional, and don’t feel rushed t…

1
Blended Family Issues after Death | Interview with Kimberly 41:00

8M ago41:00

41:00

Kimberly’s husband died by suicide after being married for a very short time. They had started the process of combining finances when they first got married, including changing wills and beneficiaries. Due to this being a second marriage and such a short marriage it created conflict in the family. Kimberly had to cut her losses and make a lot of fi…

1
Why Budgeting Isn’t Working For Widows 18:58

9M ago18:58

18:58

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 …

1
The Gift of Being Prepared | Interview with Missy 42:00

9M ago42:00

42:00

Missy was in her 20s when her husband was diagnosed with a brain tumor after just a few short years of marriage. Missy was able to quit her job and be his full-time caregiver. After seeing her father-in-law pass away and what his mom went through, they realized they needed to prepare for Stephen’s death. The gift he wanted to give Missy was to make…

1
Overwhelmed with the After Loss To-Dos | Interview with Jasmine 52:00

10M ago52:00

52:00

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 wa…

1
How To Choose a Financial Advisor 31:25

10M ago31:25

31:25

Many widows on our podcast have shared how valuable a financial advisor has been in their financial journey, so how do you find a financial advisor. Summer and Nicole discuss the issues when searching for an advisor and some tips on what to look for. Here are some places to find a fee only financial advisor: https://www.feeonlynetwork.com/ https://…

1
I Have Come So Far | Interview with Anita 58:24

10M ago58:24

58:24

Anita’s husband, Jason, died very unexpectedly while swimming. She was 38 and had 4 young children. Being 4+ years out from the loss she shares all that she has had to learn about finances. And looking back at the decisions she made because of fear and how far she has come. Anita hosts a podcast for widows and so has heard what a lot of other widow…

1
How to Not Budget 46:59

11M ago46:59

46:59

Many people express how much they dislike budgeting and we can relate. So we share how to not have a micro budget, instead build structures and habits into your finances so you do not need to spend an hour budgeting every week. Disclaimer: Depending on your situation you may need a strict budget, if you find you need to change money habits or get s…

1
Selling a Business and Real Estate | Interview with Lori 49:33

11M ago49:33

49:33

Lori’s husband, Jim, passed away unexpectedly leaving her with a business and several real estate holdings. Through the process of unwinding the business and selling real estate she realized all the things she did not know and learned a lot. The key was having a great team of people to help her, a financial advisor, an accountant, a real estate age…

1
Credit Card Rewards, Are They Worth It? 35:08

11M ago35:08

35:08

Nicole and Summer talk about how they use credit cards. The discuss that credit cards are a tool that can help or hurt your finances. They discuss reward points, budget behaviors, and some tips. Ultimately you need to do what works best for you. Be thoughtful and educated in your credit card usage. If you would like to learn more about Rock House F…

1
The Wife of a Financial Advisor | Interview with Becca 1:00:29

11M ago1:00:29

1:00:29

Summary Becca’s husband died from complications of Covid at 51. He had a financial planning business and a hedge fund he ran with several investors. She shares her experience of not being on the business documents and bank accounts and needing to unwind those businesses. As the wife of a financial planner she shares from her perspective what type o…

1
What is a Roth Conversion? 27:34

11M ago27:34

27:34

Summary Each financial situation is unique, but many people have been saving into an IRA or pre-tax 401(k) throughout their lives. At retirement, this money will be taxable upon withdrawal. However, converting the money to a Roth IRA could change that. Summer and Nicole share stories of real clients who decided a Roth conversion was right for their…

1
Why Do a Roth Conversion? 27:34

12M ago27:34

27:34

Each financial situation is unique, but many people have been saving into an IRA or pre-tax 401(k) throughout their lives. At retirement, this money will be taxable upon withdrawal. However, converting the money to a Roth IRA could change that. Summer and Nicole share stories of real clients who decided a Roth conversion was right for their situati…

1
Changing Money Habits IS Possible | An Interview with Perri Ann 50:53

12M ago50:53

50:53

When Perri Ann’s husband passed away, she was left with major debts and barely able to afford the funeral. His prolonged sickness and care left them without income for several years. Unfortunately, he had no life insurance or employee benefits to keep them afloat. Financially, they were at rock bottom after his passing, and Perri Ann had to rebuild…

1
Investing 101: Learn the Basics 56:38

12M ago56:38

56:38

If you tune out or shy away from conversations about investing, this episode is for YOU. Summer and Nicole explain and discuss the basics of investing to help equip their listeners with entry-level understanding. The reality is, you cannot run away from this topic forever. Especially if you are a widow! This episode is a great first step if all the…

1
Learning to Live in the Moment | An Interview with Cindy 43:47

1y ago43:47

43:47

Cindy lost her husband to a sudden and unexpected heart attack. He was not yet 50 years old. They had six children, four of them were still living in the home when he passed. Shattered, Cindy relied on those around her to lift her up and helped her deal with her grief, raising her kids, and sorting out her finances. In this raw and vulnerable episo…

1
What Taxes Will I Pay When I Sell My Home? 38:19

1y ago38:19

38:19

Many widows need to sell their home or a rental or business after losing their spouse. What are the tax implications? Nicole and Summer talk through some different scenarios and some tax saving ideas. Make sure you get that step up in basis at the death of your spouse. And keep good records on the improvements to your real estate. Resources https:/…

1
I Am Not a Victim | Interview with Audrey From Survival to Prosperity 59:36

1y ago59:36

59:36

Audrey shares her story about losing her husband from cancer with 18 month old twins. She shares the journey of years of treatments knowing they had a terminal diagnosis, raising her kids, developing her career, and pursuing her goals. She talks the journey to get out of survival mode to prosperity. If you would like to learn more about Rock House …

1
Part 2: Social Security Survivor Benefits 29:32

1y ago29:32

29:32

Social Security is a key benefit for widows. For many widows it is the only safety net they have when a spouse dies. For those who may have other assets like life insurance or retirement accounts, Social Security will still be a huge part of their financial plan. Here are some topics we cover: When can I get Social Security Survivor Benefits? Shoul…

1
Part 1: Social Security Basics 43:03

1y ago43:03

43:03

Social Security plays a very important role in your finances. It’s not the most interesting topic and can be complex but you should be educated on the basics of this system as many people unknowingly discount the impact Social Security will have on their retirement or for their survivors. Here are some topics we cover: Will Social Security be there…

1
Have Your Legal Ducks in A Row | An Interview with Deb 50:44

1y ago50:44

50:44

Deb has had many life experiences, losing her mom at 8 years old, getting married later in life, losing her husband in her 50s, having infertility and adopting a daughter, building a career and retiring, and then getting remarried to another widower. She talks about the principles of building a great foundation with your career and staying out of d…

1
Get Your Life in Order | An Interview with Marie 43:47

1y ago43:47

43:47

Summary One month after COVID-19 pandemic began, Marie unexpectedly lost her husband of 33 years. Despite this shocking loss, Marie was prepared in several ways to handle her finances and her new reality. She and Rob had completed their estate planning documents, she had a career in education, and even a list of passwords and logins put together. H…

1
Don't know where to start saving? 27:10

1y ago27:10

27:10

Saving money sounds like a good idea, but the logistics might feel daunting. In this episode, we discuss options and priorities for saving. From emergency funds to Roth IRAs to education accounts, this episode helps clarify your options for saving. Resources Source: Americans Can’t Cover a $400 expense from the Federal Reserve Board publication, Ec…

1
Investing with Confidence | Interview with Becky 35:52

1y ago35:52

35:52

By Nicole Roberts CFP® & Summer Parry

1
Should you save into a Roth or Traditional retirement account? 19:05

1+ y ago19:05

19:05

One benefit of putting money in a retirement account can be the tax savings. In this episode we talk about two different types of tax advantages you can elect when saving for retirement. The first is pre-tax often called traditional and the second is Roth. We cover saving into 401ks and IRAs. If you would like to learn more about Rock House Financi…

1
A Tax Savings Tip: Use your Health Savings Account 24:26

1+ y ago24:26

24:26

Health Savings accounts can be a great way to save for unexpected medical costs and can also provide tax savings. We discuss different strategies when using your HSA depending on if your goals are to save for an emergency or invest for later medical expenses. Check out other resources here Nicole wrote a blog: https://rockhousefinancial.com/financi…

1
Why Everyone needs an Emergency Fund 21:02

1+ y ago21:02

21:02

Having money set aside for emergencies brings huge relief and peace of mind. In this episode we discuss how much to put aside, where to put it, and when to use it. Resources For high-yield savings accounts, check out NerdWallet Top 5 High-Yield Savings Accounts or Bank Rate: Best High-Yield Savings Accounts. If you would like to learn more about Ro…

1
Learning Her New Role After an Expected Loss | Interview with Brynn 41:43

1+ y ago41:43

41:43

Matt was diagnosed with terminal cancer after 17 years of marriage to his wife Brynn. After a long battle, he passed away. Although Matt and Brynn had many discussions and preparations regarding their finances prior to his passing, there were still discoveries and surprises for Brynn like experiencing retail therapy, buying a home, and starting a f…

1
Why are Widows a Target for Annuities? 29:34

1+ y ago29:34

29:34

Annuities are complex insurance products that have compelling benefits especially for individuals nervous about market volatility. Come learn about the pros and cons of annuities with us. Why annuities are often targeted to widows. And why it's a buyer beware situation if you are considering purchasing an annuity. Other resources: Nicole wrote a bl…

1
How Your Childhood Impacts Your Finances 30:50

1+ y ago30:50

30:50

Everyone has a background with money. How they think and feel about it depends on their experiences, starting with childhood. In this episode, we discuss these money scripts and help you to understand what your own money behaviors are and why. If you would like to learn more about Rock House Financial and the services offered see our website https:…

1
Be Prepared, Don't Think It Won't Happen to You: Interview with Melinda 45:20

1+ y ago45:20

45:20

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 ta…

Podcasts Worth a Listen

Nicole Roberts Cfp Podcasts

Podcasts Worth a Listen

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