343 Managing Money and Grief as a Widow - Richard Dri, CFP and Vice President of Dri Financial Group

Today I'm diving into an important topic that I've never explored before on the More Money Podcast — widowhood. When my guest, Richard Dri, lost his wife Mary in early 2020, it not only changed his life but his financial advisory business too. Richard has since switched gears to focus on helping clients navigate their finances through their grief. This episode is an incredibly important reminder to not leave estate planning until it's too late. Richard Dri is a Certified Financial Planner with close to 30 years of experience and is currently the Portfolio Manager and Vice President of Dri Financial Group. Since the loss of his wife, Richard has been on a mission to help others navigate the financial ups and downs of widowhood, which also inspired him to launch his Widowhood and Money Podcast. In this episode, Richard shares his own experience with widowhood as well as his advice for people experiencing this major life-altering event. We also get into the financial side of death, by which Richard shares the importance of cash flow, understanding asset allocations and fees, and why you should avoid emotional decision-making. For full episode show notes visit: https://jessicamoorhouse.com/343
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Today I'm diving into an important topic that I've never explored before on the More Money Podcast — widowhood. When my guest, Richard Dri, lost his wife Mary in early 2020, it not only changed his life but his financial advisory business too. Richard has since switched gears to focus on helping clients navigate their finances through their grief. This episode is an incredibly important reminder to not leave estate planning until it's too late. Richard Dri is a Certified Financial Planner with close to 30 years of experience and is currently the Portfolio Manager and Vice President of Dri Financial Group. Since the loss of his wife, Richard has been on a mission to help others navigate the financial ups and downs of widowhood, which also inspired him to launch his Widowhood and Money Podcast. In this episode, Richard shares his own experience with widowhood as well as his advice for people experiencing this major life-altering event. We also get into the financial side of death, by which Richard shares the importance of cash flow, understanding asset allocations and fees, and why you should avoid emotional decision-making. For full episode show notes visit: https://jessicamoorhouse.com/343

Learn more about your ad choices. Visit megaphone.fm/adchoices