
In this candid and insightful conversation with KATHLEEN M. REHL, PH.D., CFP®, CeFT® Emeritus, who has gracefully transitioned into a new chapter of her life, we hope to inspire others.Kathleen was the owner of Rehl Financial Advisors for 18 years before embarking on an active six-year encore career dedicated to empowering widows through speaking engagements, writing, and research. Specializing in financial planning for widows and philanthropy, she has made a significant impact in her field.Following the passing of her husband, Kathleen authored the acclaimed book, "Moving Forward on Your Own: A Financial Guidebook for Widows." Now in her 78th year, she embraces what she calls "reFired" living—a departure from traditional retirement—as she continues to advocate for legacy and longevity planning, particularly for widows. Rekindling her passion for teaching, she serves as Adjunct Faculty at The American College of Financial Services, contributing to their Chartered Advisor in Philanthropy® program.With a diverse background that includes roles as a gift planning officer and university professor, Kathleen's work has been featured in prestigious publications such as the New York Times, Wall Street Journal, and Kiplinger's, among others. As an enthusiastic Boomer embracing positive aging, Kathleen remains dedicated to creating and sharing her wisdom, encouraging others to live their fullest lives. She can be contacted at KathleenRehl@gmail.com, and her website is https://www.kathleenrehl.com.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Episode 13 - Cutting Edge tools for Mental Health with Amy Warren

Episode 12 - Dr. Wendy Ingram Harnessing the Power of Money for Mental Health Advocacy

Episode 11 - How to Retain Female Advisors - The Research, Dr. Inga Chira

Episode 10 - Good for the Family - Michelle Kaprilian, CEO of Forty Carrots Family Center
Free AI-powered recaps of Money Matriarchs with Dr. Laura Mattia and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.