Podcasts about your own a financial guidebook

In this episode, guest Kathleen Rehl shares her expertise and experience with widowdom. Widely featured writer and author of the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows, Kathleen is a leading authority on financial challenges that widows face with over 17 years of personal finance advice. Wes and Kathleen discuss grief, growth, and grace in widowhood, including how it affects retirement, investing decisions, and getting back into the dating pool. And, in a Retire Sooner first, you can also listen to a little bit of poetry! Learn more about your ad choices. Visit megaphone.fm/adchoices

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

On today's Intelligent Money Minute, we'll interview Dr. Kathleen Rehl on grief: the first stage of widowhood. In Kathleen's book, Moving Forward on Your Own: A Financial Guidebook for Widows, three stages of widowhood are mentioned. Due to the countless widows Kathleen has mentored, grief is the first stage discussed in her book. According to […] The post Grief: The First Stage Of Widowhood appeared first on Intelligent Investing.

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/

My guest today works with financial advisors to teach them how to handle a tricky area for a lot of firms: working with widows. Kathleen Rehl is a speaker, trainer, and researcher specializing in the particular challenges of widowhood and how advisors can be more effective in dealing with these issues. Also the author of Moving Forward on Your Own: A Financial Guidebook for Widows, Kathleen spent seventeen years working as a financial advisor before becoming a widow herself and shifting her focus to helping other women in similar circumstances. In this episode, she talks in depth about what advisors need to understand about helping widows through their financial transitions, as well as what to say and what not to say in the process. Listen in to hear how to avoid pushing the wrong financial issues after the death of a client’s spouse, tips for handling the three stages of widowhood, and what Kathleen’s research tells us about how financial planning affects widows’ outlook and confidence in their financial future. For show notes and more visit: https://www.kitces.com/106

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.