Kathleen M. Rehl, Ph.D., CFP®, talks with author Steven L. Meyers, Ph.D., about his personalized philanthropy concept and the three "killer apps" in his book, "Personalized Philanthropy: Crash the Fundraising Matrix." Sarah Craig, Executive Director of Caffè Lena, gives a real-life example of how Steve's technique was used to help donors create the "Folk Heritage Series" endowment, connecting their hearts and interests with the needs of this historic music nonprofit in Saratoga Springs, NY. This video was created for The College of Financial Services' Charted Advisor in Philanthropy® program and was filmed at Caffè Lena.

A quick intro to our FSP Journal Live Session on 7/20/2022 #widows #widowhood #widowsresearch

Encouraging professionals who assist widows. May be used with 2024 CAP program at The American College of Financial Services.

Financial Author Kathleen Rehl joins Bridge Sullivan Mermel to talk about retirement, leaving a meaningful legacy, talking to loved ones about end-of-life plans, and finding romance after widowhood. The Chicago Money Show is a CAN TV original production.

Dr. Chien interviewed Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on “Why Post-Widowhood Marriage Exposes Those to Future Risk?” For more information visit California Lutheran University School of Management Financial Planning Program Blog https://blogs.callutheran.edu/financial-planning-webinars/ or Program website at https://callutheran.edu/fp

In this episode, guest Kathleen Rehl shares her expertise and experience with widowdom. Widely featured writer and author of the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows, Kathleen is a leading authority on financial challenges that widows face with over 17 years of personal finance advice. Wes and Kathleen discuss grief, growth, and grace in widowhood, including how it affects retirement, investing decisions, and getting back into the dating pool. And, in a Retire Sooner first, you can also listen to a little bit of poetry! Tune in to the full episode here: https://bit.ly/3YlYRnQ --- Wes Moss interviews expert guests and shares key lifestyle and money habits you can implement now to prepare for a happy and early retirement. Call in with your financial question for Wes to answer: 800-805-6301 Join other happy retirees on our Retire Sooner Facebook Group: https://www.facebook.com/groups/retiresoonerpodcast Follow us and get more updates from the Retire Sooner Podcast on: Instagram: https://bit.ly/3qsaw3b Website: https://bit.ly/30pHkzv Follow More content from Wes on retirement, happiness, and investing on: YouTube: https://bit.ly/3el75ZT Facebook: https://bit.ly/3qulup6 Twitter: https://bit.ly/3v71Jax