legacy letter

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On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on not being a financial purse for suitors. In an attempt to find new love, widows can fall prey to greedy suitors. Suitors who are more interested in a widow’s purse than them as a person. During this episode, Kathleen provides insight and tips on how to avoid being a purse to potential suitors.

At Intelligent Investing, we believe communication is important, and we strive to be a liaison between family members such as spouses, or parents and children. Kathleen mentioned how you don’t want to be financially scammed in a new relationship. 

Some of our most popular blogs are the financial scam series we posted on our website. We talk about how to emotionally heal after being financially scammed, how to help others who have been financially scammed, and 11 ways to protect yourself from being financially scammed. You can find all of those on our blog page.

Please be sure to subscribe to our podcasts as we will be interviewing Kathleen on an upcoming podcast where she explains how to simply write a legacy letter to your family and friends. You will not want to miss it. You can purchase Kathleen’s book 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.

 

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On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on what widows should look for in a trusted financial advisor. Unfortunately, many financial wolves in sheeps clothing prey upon new widows. During a time of loss, widows may seek advice, counsel, and refuge in the wrong places bring about financial catastrophe. On the flip side, a widow may have a financial advisor who’s sincere, but doesn’t seek to connect on an emotional level. During this episode, Kathleen gives key factors of what to look for in a trusted financial advisor. 

We would love to help you organize your financial junk drawers and help you organize your widowhood timeline and help you sort through the decisions that need to be made immediately, in the short-term and in the long-term. Keep in mind that at Intelligent Investing, we do not sell any products such as annuities or insurance products. As fiduciaries we want to do what is in our clients’ best interests at all times. We’d love to let you learn more about our firm to see if we’d be a good fit to work together. To schedule a complimentary call or coffee click here.

Please be sure to subscribe to our podcasts as we will be interviewing Kathleen on an upcoming podcast where she explains how to simply write a legacy letter to your family and friends. You will not want to miss it. You can purchase Kathleen’s book 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.

 

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On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on trends in widowhood. The yearly census shows that, on average, one million women become widowed. During this episode, Kathleen defines her proprietary word Wid-Ex and how it impacts widowhood life. Wid-Ex will affect millions of women in the upcoming years and can have long lasting implications.

As Kathleen mentioned, there are more widows as a result of COVID-19, and widowhood is being talked about more as widows are being featured more and more in our entertainment. Kathleen also introduced us to a concept she terms, “Wid-Ex” where a widow can find herself grieving when an ex-husband passes away.

Please be sure to subscribe to our podcasts as we will be interviewing Kathleen on an upcoming podcast where she explains how to simply write a legacy letter to your family and friends. You will not want to miss it. You can purchase Kathleen’s book 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.

 

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On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on 5 steps to leaving a legacy letter.  Kathleen says, “you can give loved ones a far more precious treasure that’s a legacy of who you are.” The task of leaving a lasting written memoir may seem daunting. During this episode, Kathleen breaks down each step of writing a legacy letter so anyone can do it. 

As Kathleen mentioned, the five steps to writing a legacy letter are

1.  Who (who are you writing it for)
2. Gratitude or thank you statement 
3. Life Lessons (Three things life has taught you)
4. Values (What matters most to you) and
5. A closing statement/quote/poem

To get a link where you can see this legacy letter template and see it in action, click here.

Please be sure to subscribe to our podcasts as we will be interviewing Kathleen on an upcoming podcast where she explains how to simply write a legacy letter to your family and friends. You will not want to miss it. You can purchase Kathleen’s book 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.