On this episode of The Get Ready Money Podcast, I spoke with Kathleen Rehl, author and educator, about why “refirement” is about purpose, not just money, and how aging can be a positive experience. 

Key Takeaways:

🔹 Retirement is outdated, we need to re-define as refirement.

🔹 Refirement means finding fulfillment (meaning and purpose).

🔹 Rethink aging as a positive experience.

🔹 Financial planning is everyone, not just for rich people

🔹 The importance of charitable giving.

🔹 Align our values and what matters most to us in life with money.

 🎥 Watch this episode below: 

<>

🎧 Listen to the podcast below or on your favorite podcast app.

Connect with Kathleen Rehl:  

•  LinkedIn (here)

Resources on Kathleen’s Website (here): 

•  Financial Steps for Recent Widows: Reclaim your financial status
•  Legacy Lifeprint: Share your values with your family and friends as your lasting legacy of love.
•  Impactful Empathy: What to say and how to say it to your grieving widowed client

Book:

•  Moving Forward on Your Own: A Financial Guidebook for Widows (Amazon)

Resources mentioned: 

•  American College: Chartered Advisor in Philanthropy program (here)
•  Camp Widow (here)
•  Cerulli Study - Transfer of Wealth to Widows (here)
•  HumbleDollar (here)
•  Michael Kitces Nerd’s Eye View blog (here)
•  Modern Widows Club (here)

Bio:

 Kathleen M. Rehl, Ph.D., CFP®, CeFT® Emeritus is a distinguished financial expert, author, and advocate with over two decades of experience in the financial planning industry. She spent 18 years as the owner of Rehl Financial Advisors before embarking on a six-year encore career dedicated to empowering widows through her award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows, along with her speaking, research, and mentoring. Now in her 79th year, Kathleen embraces "reFirement"—a vibrant phase of life centered on purposeful living. As Adjunct Faculty at The American College of Financial Services, she continues to share her expertise and passion for empowering widows and others navigating life transitions.

Kathleen’s thought leadership has been prominently featured in publications such as The New York Times, The Wall Street Journal, Next Avenue, Kiplinger’s, CNBC, Nerd’s Eye View, Humble Dollar, Sixty & Me, AgeBuzz, and Rethinking65. Her writing and speaking engagements emphasize financial empowerment, legacy planning, and enhancing philanthropic impact. Whether addressing the challenges of widowhood, exploring avenues for purposeful living, or fostering meaningful contributions, Kathleen offers compassionate guidance and actionable insights to inspire positive change.