Podcast appearances and mentions of Kathleen M Rehl

CFP and PhD Kathleen Rehl has had many careers spanning from academia to financial advisory. Most recently, Kathleen has continued penning pieced about widows and money and speaking at selected conferences and events. She is the author of Moving Forward On Your Own: A Financial Guidebook for Widows . Today, Kathleen reflects on the death of her husband, speaks to how it impacted her and her business, and provides financial and personal advice for widows and widowers.

Connect with Stacy:Website https://brightinvestmentsllc.com/Instagram @thestacymillerFacebook https://www.facebook.com/brightinvest/LinkedIn https://www.linkedin.com/in/stacyjmiller/ Connect with Jamie:Grab your FREE Publishing Profit Path -  https://www.milliondollarstory.co/pivotandpublish Books mentioned:Moving Forward on Your Own: A Financial Guidebook for Widows by Kathleen M. Rehl, PhD, CFPCoin: The Irreverent Yet Practical Guide to Money Management for Recent College Graduates by Judy McNary, CFP

Show Title Retirement Repair Shop with Mary Beth Franklin Show Description Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard. Episode breakdown Welcome to the Retirement Repair Shop with Mary Beth Franklin. On this episode of the podcast, Mary Beth speaks with Kathleen Rehl, the author of Moving Forward on Your Own: A Financial Guidebook for Widows, to examine how advisers should work with widows. Because the facts are clear: 70% of widows who worked with an adviser before their spouse's death will fire that adviser because that adviser didn't understand their grief and their widowhood journey. About the guest Kathleen Rehl has traveled the journey about which she speaks and writes. She focuses on women who have loved and lost. She inspires widows in transition to move forward on their own, yet not alone. That includes practical ideas and tools, along with assisting professionals to understand and serve widowed clients well. Kathleen's book has been featured in The New York Times, Wall Street Journal, Kiplinger’s and numerous publications. The U.S. Army uses her guidebook in their Survivor Outreach. More from Kathleen Rehl Her website: kathleenrehl.com Download her book: https://www.amazon.com/Moving-Forward-Your-Own-Financial/dp/0984579303 Moving Forward on Your Own: A Financial Guidebook for Widows: Ph.D., CFP, Kathleen M. Rehl: A husband's death is possibly the most devastating event a woman will experience. She might wonder if she will be able to make it on her own. She may feel overwhelmed and not know what to do next without her partner. Kathleen's guidebook helps widows be more confident. Credits Production sound engineer: Joe Santoyo Post sound engineer: Boris Palacios Music: DJ Throdown For more information go to www.InvestmentNews.com/RepairShop To share your retirement hurdles with us, or to ask a question or contact us, please email podcasts@investmentnews.com InvestmentNews Twitter: @investmentnews Mary Beth Franklin Twitter: @MBFretirepro InvestmentNews LinkedIn InvestmentNews Facebook

EP 134 | Profit Boss® Radio Welcome to Episode 134 of Profit Boss Radio. Today’s show covers a more serious and somber topic about financial recovery after the loss of a spouse. While none of us wants to imagine life without our partner, it is a possibility for all of at some point in our lives, especially as we age. Therefore, please join me as I have this serious conversation with my guest Kathleen M. Rehl, Ph.D., CFP®, CeFT® , widow and author of the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Kathleen shares her personal journey after the loss of her husband and how she now lifts other women to navigate through the foggy and complex financial reality that often awaits widows and on the other side of loss. Hear about ways you can prepare your finances preemptively in the event of loss and the most common financial missteps to avoid immediately following a spouses death. What you’ll find out in this episode Kathleen’s personal story about personal loss and tremendous grief The average age of a wife who becomes a widow The three stages of grief: grief, growth, grace Financial planning steps you can take now to set yourself up for success no matter what the future holds What widows can do when surviving family members try to come in and control finances after the loss of a spouse What’s possible in the phase of “growth”and what financial matters are often addressed in this phase Kathleen’s story of grace and how she entered a new life after her husband’s death For more details, please visit the show notes on our website here: https://www.hilaryhendershott.com/widows-wealth-recover-financially/

Allison Berger and Grace Kvantas are stepping in for Mike on this episode. They join us to talk about how to navigate through a life crisis, specifically financial considerations after the death of a spouse. It’s hard to think financially after such a terrible emotional blow, but proper financial planning can help ensure that you will have less to worry about in the years to come. Listen to this episode to hear our top 5 financial planning opportunities to think about after the death of a spouse. How to prepare your taxes after the death of a spouse There are so many financial questions after the death of a spouse. This is an overwhelming time and it can be scary to move forward on your own. Having a checklist of things that need to be done is a fantastic idea. One area of confusion for widows and widowers is how to file your taxes. In the year of the death of a spouse, it is important to continue to file married filing jointly to take advantage of the lower taxable income rate. If you are interested in hearing about how to save money on your taxes for two more years after the death of a spouse then listen to this episode of Financial Symmetry. This exemption often goes overlooked Many people don’t even realize that they should file for portability of the deceased spousal exemption, but even if you’re not a millionaire you should still file. This exemption doubles the rate that your heirs will be taxed so that when you pass they have a larger amount of tax-free inheritance. You may not have this kind of money now, but you never know what the future may bring. It’s always a good idea to be on the safe side and file this exemption while you have the opportunity. Listen to this episode to hear all the details why and how you should file for this exemption. What should you do with life insurance proceeds? It can be tempting to pay off all your bills and even the house with the proceeds of life insurance. But before you do this, you should look at some alternatives. What kind of savings do you have set up for your future? Would the proceeds be more beneficial to you by maxing out your 401k contributions or even a put into a 403b? This is a good time to build your net worth as tax-free as possible. If you have surviving minor children ensure that there is a trust provision in place for them so that they don’t receive a large sum at the still so young age of 18. If you are wondering what you should do with life insurance proceeds, then listen to this episode of Financial Symmetry to get some ideas. How much are you eligible to receive through social security? You can never assume that the social security administration is giving you the right amount of money so it is important that you ensure that you are receiving the correct amount of spousal social security benefits. If you have surviving children many widows and widowers feel the need to save this money for when they are older. But the social security administration would actually prefer that you use the money to care for your children’s needs right now. If you have any questions about social security, this episode of Financial Symmetry may provide the answer. Make sure you listen in to hear all about social security as well as 4 other important financial concerns to consider after the death of a spouse. Outline of This Episode [1:27] What are the top 5 planning opportunities for widows [3:40] How to file your taxes [5:48] File for portability [9:48] Life insurance proceeds [14:29] Survivor benefits for social security [18:49] To pay off the house or not? Resources & People Mentioned IRS Form 706 BOOK - Moving Forward on Your Own by Kathleen M. Rehl BOOK - Happy Money by Elizabeth Dunn Connect With Chad and Mike https://www.financialsymmetry.com/podcast-archive/ Connect on Twitter @csmithraleigh@TeamFSINC Follow Financial Symmetry on Facebook Subscribe To This Podcast Apple Podcasts Stitcher Google Play

Laura talks to Dr. Kathleen Rehl, a leading authority on widows and their financial issues. Since many women tend to marry older men and women have a longer life expectancy (about five years longer) than men there is a high probability that most women could find themselves a widow at some point in their life. Whether a widow is young or old, financially secure or not, there are things that can be done so that financial mistakes are not made, the widow is not taken advantage of and preparations are in place to ensure financial security for the remainder of her lifetime - which can often be a long and rewarding period of time in itself. Dr. Kathleen M. Rehl , CFP®, CeFT™ shares insightful expertise and experience through her speaking, writing, mentoring and research. A widow herself, Kathleen is passionate about inspiring her “widowed sisters” and their advisors. She wrote the award winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Her work has been featured in The New York Times, Wall Street Journal, Kiplinger’s, and many other publications. The U.S. Army also uses her guidebook in their Survivor Outreach Services centers worldwide. After 17 years of providing personal financial advice, Kathleen now speaks, writes, mentors, and conducts research about women who have loved and lost. She owns Rehl WEALTH Collaborations LLC and is on the faculty of Sudden Money Institute. Kathleen is also the Dean of Women for the Purposeful Planning Institute.