My Widowed Life

Widows/ers Essentials: Understanding Stocks, Bonds, ETFs, Mutual Funds and GICs

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In this episode of My Widowed Life, Palma chats with Richard Dri a fellow member of the widow community and a financial planner. Together they discuss various investment options like stocks, bonds, GICs, and mutual funds and the importance of knowing your investment risk tolerance.

They also share how easily undetectable scams have become, how you can protect your personal and banking information, and why widows and widowers are often targeted.

This episode covers:

  • Canadian investment options and strategies for widows and widowers
  • What is an investment and what is not an investment
  • Why it’s beneficial to your financial health to avoid making big financial decisions during the first year of widowhood 
  • The importance of having a safe word to verify the authenticity of messages
  • Taking risks with investments and how different investments carry varying levels of risk
  • And more

    • Resources:

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

    Connect with Palma Polesel: 

    • My Widowed Life
  • Join the My Widowed Life Facebook Group
  • LinkedIn: Palma Polesel

    • Connect with Richard Dri: 

  • LinkedIn: Richard Dri
    • ...more
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    My Widowed LifeBy Palma Polesel