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On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on how remarriage can be a tough conversation. Kathleen gives advice on how to have the conversation of remarriage with your widowed clients. Speaking from personal example, she shares the process of becoming ready to remarry. She also sheds light on the types of conversations she and her new husband have had. Of top priority was the communication with and among their children. Also of importance was discussing their finances (i.e. estate plans, housing, prenuptial agreements, etc.) Maximizing communication with family and a new spouse is imperative because of the deep emotions that can be involved. A helpful article for having this conversation with your client can be found here.
As Kathleen mentioned, money can be a topic that can divide spouses and family members. At Intelligent Investing, one of our unique factors that makes us different is how we strive to unify families in financial communication. We’d love to be the bridge between spouses and multiple generations to make sure everyone is on the same page when it comes to money. To learn more about our unique factors visit What Makes Us Different.
On upcoming podcasts, Kathleen will talk about the three stages of widowhood- Grief, Growth, and Grace, so be sure to subscribe by clicking here.
Kathleen Rehl Bio
Kathleen M. Rehl, Ph.D., CFP®, CeFT® wrote the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Experiencing widowhood herself, Dr. Rehl empowers widows financially™ and inspires their advisors. Her work has been featured in the New York Times, Wall Street Journal, AARP Bulletin, CNBC, USA Today, U.S. News & World Report, Journal of Financial Service Professionals, Journal of Financial Planning, and other publications. Rehl owned a financial planning firm for 17 years before retiring to her “encore” career. She walks an hour daily, practices yoga, enjoys art and music festivals, writes poetry and makes art, loves her grandsons . . . and continues to evolve on her journey.