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Job Loss, Relocation, a Bad Economy and Loss | An Interview with Karen

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Manage episode 403713764 series 3446032
Content provided by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 selling their Michigan home and purchasing a new one in Idaho. However, her husband's untimely passing caused Karen to have to shoulder the responsibility of finding full-time employment while also finding a new place to live and struggling to sell their previous home in Michigan.

After being a stay-at-home mother for two decades, Karen recognized the need to enhance her skills and education to secure stable employment. She made the decision to go back to school and pursue further education in administrative assistance. Throughout the episode, Karen shares her experiences of juggling work and financial challenges while raising her children.

Despite the rocky economy, Karen recounts the blessings and strategies that helped her stay financially afloat. She discusses the steps she took to maintain stability, including seeking professional help, getting financial assistance, and making wise financial decisions. Through her determination and resilience, Karen was able to achieve financial stability, retire, and feel secure about her future.

Resources

This testimonial was provided by a current client. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

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.

  continue reading

39 episodes

Artwork
iconShare
 
Manage episode 403713764 series 3446032
Content provided by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 selling their Michigan home and purchasing a new one in Idaho. However, her husband's untimely passing caused Karen to have to shoulder the responsibility of finding full-time employment while also finding a new place to live and struggling to sell their previous home in Michigan.

After being a stay-at-home mother for two decades, Karen recognized the need to enhance her skills and education to secure stable employment. She made the decision to go back to school and pursue further education in administrative assistance. Throughout the episode, Karen shares her experiences of juggling work and financial challenges while raising her children.

Despite the rocky economy, Karen recounts the blessings and strategies that helped her stay financially afloat. She discusses the steps she took to maintain stability, including seeking professional help, getting financial assistance, and making wise financial decisions. Through her determination and resilience, Karen was able to achieve financial stability, retire, and feel secure about her future.

Resources

This testimonial was provided by a current client. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

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.

  continue reading

39 episodes

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