094: Empowering Widows Financially with Dr. Kathleen Rehl
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 25 November 2019
⏱️ 73 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
Almost every financial advisor faces a time in their career during which their clients' spouses pass away, and many advisors struggle to know how to both provide support and guidance to their newly widowed clients' surviving partners. In fact, as many as 70% of widows change financial advisors after the death of their spouse, and a lack of understanding is almost always the reason.
After Dr. Kathleen Rehl's late husband passed, she set out on a journey to help empower widows, as well as the advisors who work with them. She is the author of Moving Forward On Your Own: A Financial Guidebook For Widows. Though many of the guests I've had on this podcast are authors, this is one of the few books that was fast, easy to read, and full of great insight.
Today, Kathleen joins the podcast to talk about how becoming a widow herself completely changed how she works with this demographic, how profound loss affects the decision-making process, and the common mistakes that get so many financial advisors fired after the death of a spouse. You'll also hear stories about how Kathleen's helped her own clients through this difficult time in their lives to pass their values, hopes, and dreams on to the next generation.
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Disclosure:
Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.
Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees |
| 0:12.1 | maximize their financial confidence. Casey Leed is a certified financial planner and best-selling |
| 0:17.6 | author with his newest book, Job Optional, Av available now on Retirewithpurpose.com and Amazon. |
| 0:24.6 | He's your host on Retire with Purpose. |
| 0:27.2 | Hi, I'm Casey, and I'm thrilled you're joining me this week and every week |
| 0:31.7 | as we discuss thoughts and ideas from some of today's most successful retirees |
| 0:36.5 | and experts in the field of finance, |
| 0:39.3 | excited to be offering you specific strategies that can help you make better financial decisions |
| 0:44.3 | so you can live the lifestyle you've always imagined and deserved. |
| 0:49.5 | Welcome to the show. |
| 0:55.7 | Today's guest is Dr. Kathleen Real, a leading authority on widows and their financial issues. |
| 1:02.1 | Kathleen is the author of the multi-award winning book, Moving Forward on Your Own, |
| 1:07.3 | a financial guidebook for widows that she wrote after experiencing the loss of her |
| 1:12.2 | husband in order to simply help herself and others that might be enduring similar struggles. |
| 1:18.5 | Her work has been featured everywhere from the Wall Street Journal to the New York Times. |
| 1:23.3 | Her guidebook is actually used by the U.S. Army and their Survivor Outreach Service Center. |
| 1:29.1 | And she not only speaks about her personal experiences as a widow, but as a certified financial |
| 1:34.8 | planner as well, as well as a PhD in education for over 25 years, she's going to share |
| 1:41.0 | why she encourages widows to write down their own story like she did to help cope with their loss. |
| 1:47.4 | How to overcome unhealthy emotional attachments, what a single woman should be looking for in a financial advisor, |
| 1:54.3 | and why the majority of widows leave their financial advisor after their husband passes. |
| 2:00.4 | One of the things that hit me the hardest is why you should never tell someone |
... |
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