Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss

In this episode of Widow Wisdom and Wealth, Donna interviews Marie Alessi, who shares her journey into widowhood and how she has navigated the complexities of raising two boys while dealing with profound loss. Marie discusses her mission, her books, and her TED Talk, emphasizing her unique approach to leading through grief with joy. Marie recounts pivotal moments, including a crucial conversation with her late husband, the emotional struggles following his sudden death, and the support that helped her find a new purpose. Now a bestselling author, keynote speaker, and grief coach, Marie offers inspiration on embracing joy in the face of grief. The episode highlights Marie's upcoming speaking engagement at the Sydney Opera House and provides insights into her movement, Loving Life After Loss. 00:00 Introduction to Marie Alessi 01:13 Marie Alessi's Background and Personal Loss 03:17 The Pivotal Conversation and Its Impact 06:15 Practical Steps and Challenges Post-Loss 10:25 Marie Alessi's Career and Mission 11:28 The Early Days of Grief 19:08 Turning Grief into Empowerment 23:52 Creating a Movement: Loving Life After Loss 27:47 Conclusion and Future Endeavors Connect with Marie: https://www.linkedin.com/in/marie-alessi https://www.facebook.com/MarieAlessiPublicFigure https://www.mariealessi.com/ Connect with Donna: 🤝 Facebook: https://www.facebook.com/donnajeankendrick LinkedIn: https://www.linkedin.com/in/donna-kendrick/ Instagram: https://www.instagram.com/donnajeankendrick _______________________________ CONTACT ☎ Website: https://sephtonfinancial.com/ Phone: (215) 948-3945 Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10-minute-phone-call?month=2024-05 Downloadables and Resources: https://sephtonfinancial.com/resources/ _______________________________ Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 8200 Flourtown Ave Suite 1B in Wyndmoor, Pennsylvania, 19038. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice.

In this episode of Widow Wisdom and Wealth, hosts Donna Hendrick and Jim Han discuss parenting after the loss of a spouse. They share their personal journeys—Donna's experience after losing her husband and Jim's experience after his ex-wife's passing. The episode covers how their core parenting skills evolved, the impact of grief timelines on their children's lives, and the balance between sensitivity and enabling behavior. Donna and Jim emphasize the importance of intuition, community support, and honest communication with children. The episode offers insights and anecdotes on handling grief within the family and how to navigate tough situations while being kind to oneself. 00:00 Introduction to Parenting After Loss 01:04 Donna's Journey: Sudden Loss and Immediate Decisions 02:55 Jim's Experience: Preparing for the Inevitable 04:20 Balancing Grief and Parenting: Different Approaches 07:59 Navigating Children's Reactions and Excuses 11:11 Support Systems and Community Resources 12:53 Conclusion and Call for Listener Feedback CONNECT 🤝 Facebook: https://www.facebook.com/donnajeankendrick LinkedIn: https://www.linkedin.com/in/donna-kendrick/ Instagram: https://www.instagram.com/donnajeankendrick _______________________________ CONTACT ☎ Website: https://sephtonfinancial.com/ Phone: (215) 948-3945 Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10-minute-phone-call?month=2024-05 Downloadables and Resources: https://sephtonfinancial.com/resources/ _______________________________ Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 8200 Flourtown Ave Suite 1B in Wyndmoor, Pennsylvania, 19038. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice.

In this episode of 'Widow Wisdom and Wealth,' host Donna Kendrick and her husband Jim discuss the complexities of managing a career and parenting during life transitions, particularly in the aftermath of loss. They explore their personal experiences of giving up careers to focus on family, the challenges of solo parenting, and the importance of maintaining consistency while adapting to new circumstances. The conversation covers the evolution of their parenting styles, dealing with grief, and the significance of taking things one step at a time. Tune in for a candid and insightful discussion on resilience, adaptation, and love. 00:00 Introduction to Today's Podcast 01:04 Meet Your Hosts: Donna and Jim 01:26 Parenting Before and After Loss 04:43 Jim's Perspective on Parenting 07:07 Blending Families Successfully 12:00 Advice for Grieving Parents 14:45 Closing Thoughts and Future Topics CONNECT 🤝 Facebook: https://www.facebook.com/donnajeankendrick LinkedIn: https://www.linkedin.com/in/donna-kendrick/ Instagram: https://www.instagram.com/donnajeankendrick _______________________________ CONTACT ☎ Website: https://sephtonfinancial.com/ Phone: (215) 948-3945 Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10-minute-phone-call?month=2024-05 Downloadables and Resources: https://sephtonfinancial.com/resources/ _______________________________ Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 8200 Flourtown Ave Suite 1B in Wyndmoor, Pennsylvania, 19038. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice.

In this episode of Widow Wisdom and Wealth, meet Carolyn Dennis Johnson, a resilient entrepreneur who shares her journey from being a single parent to successfully starting her own business at 65. Carolyn discusses how she navigated financial independence after her divorce, leaned on her community for support, and continuously pursued education and career changes. She offers valuable advice on staying open to opportunities, the importance of networking, and the potential benefits of temp work. Discover her inspiring story and gain insights on managing career transitions and financial challenges as a sole parent. Connect with Carolyn towards the end of the episode for more personal guidance. 00:00 Introduction to Carolyn Dennis Johnson 01:21 Carolyn's Early Life and Career 02:43 Marriage and Early Challenges 05:24 Struggles and Relocations 07:39 Single Parenthood and Career Shifts 10:46 Financial Independence and New Beginnings 13:40 Pursuing Education and Career Goals 21:10 Navigating Higher Education and Career Transitions 22:57 Overcoming Job Loss and Embracing New Opportunities 24:43 Balancing Personal Life and Community Involvement 27:07 Building Self-Confidence and Reinventing Yourself 30:34 Pursuing Entrepreneurship and Finding Flexibility 35:08 Advice for Sole Parents and Career Seekers 37:12 Connecting on LinkedIn and Final Thoughts

In this episode of Widow Wisdom and Wealth, Donna Kendrick and her husband Jim reflect on the challenges of navigating parenthood and career after the loss of a spouse. They discuss managing grief, children's emotions, and the nuances of whether certain behaviors are grief-appropriate or age-appropriate. The conversation also delves into their personal experiences: Jim stepping back from his career to raise his kids and help start Donna's financial practice, and Donna rebuilding her career after her late husband’s death. The episode offers insights into balancing immediate needs with long-term planning, the importance of slowing down after a significant loss, and leaning on a supportive community and professional team. 00:00 Introduction to Widow Wisdom and Wealth 00:48 Meet Donna and Jim 01:24 Navigating Career Sacrifices 03:58 Financial Challenges and Strategies 08:05 The Importance of Support Systems 14:06 Dealing with Bureaucratic Hurdles 17:42 Final Thoughts and Advice Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ Get additional financial information: https://sephtonfinancial.com/ https://www.donnajeankendrick.com/ Check out the video version of the podcast: https://www.youtube.com/@sephtonfinancial

Decisions of the Heart: Helen Bernie on Managing Finances, Family, and Blending Lives | Widow Wisdom and Wealth In this episode of the Widow Wisdom and Wealth podcast, host Donna Dean Kendrick interviews Helen Bernie, a divorcee, small business owner, and health coach. Helen shares her journey of managing her business through a divorce, blending families, and navigating finances in a new relationship while raising four kids. Listen to Helen talk about the importance of proportional income splits and decision-making in relationships, and learn how she expanded her career amidst personal changes and the COVID-19 pandemic. Helen's story is a valuable lesson in balancing personal and professional life and moving forward positively after a significant life change. 00:00 Introduction to Today's Episode 01:18 Meet Helen Bernie: A Journey Through Divorce and Business 02:27 Helen's First Marriage and Career Transition 08:13 Navigating Divorce and New Beginnings 14:46 Blending Families and Managing Finances 17:03 Rewinding the Story 17:29 Deciding to Move 17:58 Children's Reactions 18:40 Financial Dynamics 19:39 80/20 Split Challenges 20:46 Emotional and Financial Struggles 22:37 Decision-Making in Relationships 25:34 Transparency and Vulnerability 28:08 Future Plans and Reflections 30:21 Business and Health Coaching Connect with our guest Helen! Here are her social media links: https://www.facebook.com/helen.birney.2025 https://www.linkedin.com/in/helen-birney-cultivatehealth https://www.instagram.com/cultivatehealth_with_helen https://www.cultivatehealthcoaching.com _______________________________ CONNECT 🤝 Facebook: https://www.facebook.com/donnajeankendrick LinkedIn: https://www.linkedin.com/in/donna-kendrick/ Instagram: https://www.instagram.com/donnajeankendrick _______________________________ CONTACT ☎ Website: https://sephtonfinancial.com/ Phone: (215) 948-3945 Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10-minute-phone-call?month=2024-05 Downloadables and Resources: https://sephtonfinancial.com/resources/ _______________________________ Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 8200 Flourtown Ave Suite 1B in Wyndmoor, Pennsylvania, 19038. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice.

In this episode of Widow Wisdom and Wealth, we dive deep into balancing career and parenthood after experiencing loss. Donna introduces business professional Audrey Faust, a CFO with unique methods that blend financial expertise and personal development. Audrey shares invaluable insights on entrepreneurship, from the importance of separating personal and business finances to strategies for scaling a business. Alongside discussing key financial strategies, Audrey highlights the role of money mindset and manifesting success, revealing how she integrates these concepts into her coaching. The episode is packed with practical advice and empowering stories for sole parents, aspiring entrepreneurs, and those navigating major life transitions. 00:00 Introduction to Widow Wisdom and Wealth Podcast 00:39 Meet Audrey Faust: CFO with a Unique Approach 01:15 Balancing Career and Parenthood After Loss 02:37 Financial Tips for New Entrepreneurs 03:41 Understanding Business Finances 06:40 The Importance of Keeping Business and Personal Finances Separate 13:13 Scaling Your Business: A Case Study 19:26 The Power of Money Mindset and Manifestation 28:53 Personal Stories and Practical Tips 32:36 Exciting Announcements and Future Plans More about our guest Audrey! Audrey Faust is a CFO, financial strategist, and the creator of Profitable Business Academy, where she helps women entrepreneurs master their financials, pricing, and business strategy to build sustainable, scalable, and profitable companies—without burning out. Links: Website: www.audreyfaustconsulting.com LinkedIn: https://www.linkedin.com/in/audreyfaust/ Instagram: https://www.instagram.com/businessfinancialliteracy/ Youtube: https://www.youtube.com/channel/UCfY8RjyfArU1m14acmR3-Lw Buy 'She Grows Rich' Book: https://a.co/d/32IXRAl Join the Profitable Business Academy: https://www.audreyfaustconsulting.com/profitable-business-academy _______________________________ CONNECT 🤝 Facebook: https://www.facebook.com/donnajeankendrick LinkedIn: https://www.linkedin.com/in/donna-kendrick/ Instagram: https://www.instagram.com/donnajeankendrick _______________________________ CONTACT ☎ Website: https://sephtonfinancial.com/ Phone: (215) 948-3945 Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10-minute-phone-call?month=2024-05 Downloadables and Resources: https://sephtonfinancial.com/resources/ _______________________________ Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 8200 Flourtown Ave Suite 1B in Wyndmoor, Pennsylvania, 19038. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice.

In the last episode you met Jim, my co-host and husband. Now, Jim is sharing his unique experience of navigating the emotions and responsibilities after his ex-wife, who he had a child with, passed away. There is no “title” for this unique situation in life. A widower… but without the title. We discusses the complexities Jim faced as an ex-husband and a remarried man losing the mother of his 3 children and the implications for our family. How the three older kids helped their younger step siblings through a path they had walked years prior. This episode aims to shed light on the varied forms of widowhood and the importance of supporting those dealing with such loss. This is the NEW Widow, Wisdom & Wealth™ podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Through heartfelt stories and practical advice, this podcast offers hope and guidance from those who have walked this path before you. If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ Get additional financial information: https://sephtonfinancial.com/ https://www.donnajeankendrick.com/ Check out the video version of the podcast: https://www.youtube.com/@sephtonfinancial

In this episode of Widow Wisdom and Wealth, I, Donna, will introduce my co-host and husband, Jim. We’ll discuss Jim's experience as a widower, his divorce, and the recent passing of his first wife and we’ll also explore our own unique journey, including how we met and how we have balanced careers and family life. This is the NEW Widow, Wisdom & Wealth™ podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Through heartfelt stories and practical advice, this podcast offers hope and guidance from those who have walked this path before you. If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ Get additional financial information: https://sephtonfinancial.com/ https://www.donnajeankendrick.com/ Check out the video version of the podcast: https://www.youtube.com/@sephtonfinancial

Feeling overwhelmed with your finances or just want to get and be organized for you and your loved ones? Here we have 5 simple steps for you to get your financial house in order. These are the steps that helped me get my life in order after the loss of my first husband when I entered widowhood. I feel it's important to share becuse it is truly the foundation the set me on my journey. If you'd like to join the 6-week email challenge and have each step delivered to your inbox each week to help you get your financial house in order, then sign up here: https://www.donnajeankendrick.com/challenge-financial-house-in-order This is the NEW Widow, Wisdom & Wealth™ podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Through heartfelt stories and practical advice, this podcast offers hope and guidance from those who have walked this path before you. If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/

On this episode, I am my first guest. Me, Donna Kendrick, and how I went from widowhood to business owner to blended family - I'm sharing my story to help others thrive in carrer and parenthood after loss. This is the NEW Widow, Wisdom & Wealth™ podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Through heartfelt stories and practical advice, this podcast offers hope and guidance from those who have walked this path before you. If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity. Interested in being a guest? Submit a request to join us and share your story: widowwisdomwealth.com

Welcome to the NEW Widow, Wisdom & Wealth™! The podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. What does it mean to rebuild a life that feels whole after loss? Rebuilding after loss is not about forgetting—it’s about finding new strength, purpose, and balance for yourself and your family. Through heartfelt stories and practical advice, this podcast offers hope and guidance from those who have walked this path before you. If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/

As the year comes to a close, many of us are making resolutions moving into 2025. So why not focus on our money mindset as well? Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed about money, this episode is packed with actionable strategies to help you think differently and achieve financial comfort. We'll address common negative thoughts about money, and Donna will share ways to reframe those limiting beliefs. Tune in and let’s transform our money mindset in 2025! Here are the points we discuss in today’s show: 0:00 – Intro 2:33 – Donna’s tips for changing your mindset 3:47 – “Debt is ruining my life” 4:46 – “I don’t earn enough to save or invest” 8:03 – “Taxes are so complicated and eat up my income” 10:28 – “I’m terrible with money because I made bad choices” 14:19 – “Investing is too risky and complicated” 17:08 – “I’m too late to start saving for retirement” Resources for this episode: Donna’s book, A Guide to Widowhood + other resources https://www.donnajeankendrick.com/a-guide-for-widowhood Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

It’s hard to believe the holiday season is here! While you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and plan for the future you deserve. Here are the points we discuss in today’s show: 0:00 – Intro 1:40 – Maxing out your retirement contributions 3:39 – Diversifying your investments 5:42 – Reviewing your Social Security strategy 6:24 – Consolidating old retirement accounts 7:59 – Revisiting your estate plan 9:07 – Boosting your emergency fund 10:30 – Scheduling a financial checkup 11:23 – Considering Roth conversions 13:39 – Automating bill payments and savings contributions 15:08 – Reviewing your insurance coverage gaps or overlap Resources for this episode: Donna’s book, A Guide to Widowhood + other resources https://www.donnajeankendrick.com/a-guide-for-widowhood Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

Are you making decisions about your money with a clear mind? Or are you financially ‘impaired?’ December is National Impaired Driving Prevention Month, so with that right around the corner, we’re exploring the surprising parallels between dangerous driving habits and risky financial choices. Here are the points we discuss in today’s show: 0:00 – Intro 3:16 – Clouded judgment in financial decisions 5:01 – Losing sight of long-term goals 9:50 – The danger of an inconsistent approach 11:49 – The importance of a roadmap Resources for this episode: Donna’s Books https://www.donnajeankendrick.com/books Donna’s Website https://sephtonfinancial.com/ Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

In the recent celebration of Halloween, we’re bringing you some real-life cautionary tales in today’s episode. Donna and Jim will share a few spine-chilling financial horror stories that could happen to anyone without proper planning. As you listen, take a moment to consider your own financial situation. Have you updated your estate and beneficiary documents? Are both you and your partner plugged into your financial picture? Let’s discuss how to be ready for any twists and turns so your financial future doesn’t turn into a scary story. Here are the points we discuss in today’s show: 0:00 – Intro 1:14 – Financial horror stories 3:48 – The importance of beneficiary designations 5:30 – Construction work horror stories 7:11 – How unexpected expenses impact retirement plans 10:38 – Preparing for the unexpected as a couple Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

Are you curious about what retirees wish they had done differently? A random, retired YouTuber did a simple video exploring the top 5 regrets of other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire. Here are the points we discuss in today’s show: 0:00 – Intro 1:24 – Not retiring earlier 2:55 – Not spending enough 6:16 – Health care neglect 9:52 – Not taking up a hobby 14:10 – Not traveling more Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning. Here are the points we discuss in today’s show: 0:00 – Intro 1:52 – Income in retirement 5:34 – Money in savings account 7:42 – Risks in finance 10:06 – Nest egg longevity 12:50 – Tax efficiency in retirement planning Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

In the second part of this two-part series, we continue to explore the important role that children and grandchildren play in shaping financial and retirement plans. If you missed our previous discussion, be sure to give it a listen! This week, we’ll explore more common financial planning scenarios and offer practical advice to help families handle their finances with ease and confidence. Here are the points we discuss in today’s show: 0:00 – Intro 1:56 – Life insurance policies and annuities 6:46 – Cultivating financial literacy 10:18 – Finances in blended families 13:00 – Family members with special needs 14:35 – Parents lending money to kids Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

Kids and grandkids play a crucial role in shaping financial plans. In this two-part episode, we'll dive into the most common scenarios where future generations influence retirement planning. Whether you’re a parent with adult children still on the payroll or a grandparent wanting to help out with college education costs, we’ll explore how to balance your retirement goals with the needs of your family. Here are the points we discuss in today’s show: 0:00 – Intro 1:58 – Adult children still on the payroll 5:00 – Parents who had kids later in life 7:54 – Grandparents who want to help with education 9:46 – Planning for aging parents 14:09 – Intentional legacy planning Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube