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Love lasts forever but life doesn't: A widow's retirement struggle
Manage episode 329256298 series 3352848
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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
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