98 min listen
Ep 106: Empowering Widows Financially By Helping Them Navigate The 3 Stages of Widowhood with Kathleen Rehl
Ep 106: Empowering Widows Financially By Helping Them Navigate The 3 Stages of Widowhood with Kathleen Rehl
ratings:
Length:
101 minutes
Released:
Jan 8, 2019
Format:
Podcast episode
Description
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
Released:
Jan 8, 2019
Format:
Podcast episode
Titles in the series (100)
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