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.