Kathleen Rehl: Helping Widows and the Advisors Who Serve Them

Our guest on the podcast today is Kathleen Rehl. Kathleen is an author, educator, speaker, and certified financial planner dedicated to empowering widows financially and guiding the professionals who support them. She operated her own planning firm for 18 years before shifting her focus to writing, teaching, and research. After her husband died, she transformed her personal grief into a mission, helping others navigate widowhood, legacy planning, and purposeful aging. She is the author of Moving Forward on Your Own: A Financial Guidebook for Widows.

00:00:00 Introduction

00:02:17 Learning Widowhood From the Inside

00:04:13 Decision-Making Without a Spouse

00:05:16 Early Irreversible Choices For Widows

00:08:39 Stress-Testing Life Without a Spouse

00:16:03 Why Widows Leave Advisors

00:18:53 Slowing Down Decisions to Prevent Emotional and Financial Harm

00:25:55 Continuing Care Retirement Communities

00:30:38 “Refirement” vs. Retirement and Building a Legacy

Harry Margolis: How to Confront Aging Challenges Head-On

How to Tackle Estate Planning Basics in 7 Steps

3 Tricky Decisions for Every Retirement Plan

If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com.

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