Widow, Wisdom & Wealth with Donna Kendrick-logo

Widow, Wisdom & Wealth with Donna Kendrick

Business & Economics Podcasts

Welcome to Widow, Wisdom & Wealth™ with Donna Kendrick. On each show, Donna will aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, Donna will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity. Donna is a Certified Financial Planner, a Certified Divorce Financial Analyst, and the founder of Sephton Financial in Wyndmoor, Pennsylvania. Visit her website at https://sephtonfinancial.com/ or get in touch by calling 215-948-3945.

Welcome to Widow, Wisdom & Wealth™ with Donna Kendrick. On each show, Donna will aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, Donna will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity. Donna is a Certified Financial Planner, a Certified Divorce Financial Analyst, and the founder of Sephton Financial in Wyndmoor, Pennsylvania. Visit her website at https://sephtonfinancial.com/ or get in touch by calling 215-948-3945.

Location:

United States

Description:

Welcome to Widow, Wisdom & Wealth™ with Donna Kendrick. On each show, Donna will aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, Donna will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity. Donna is a Certified Financial Planner, a Certified Divorce Financial Analyst, and the founder of Sephton Financial in Wyndmoor, Pennsylvania. Visit her website at https://sephtonfinancial.com/ or get in touch by calling 215-948-3945.

Language:

English


Episodes

Ep 9: Retirement Potpourri - Fill in The Blank

1/13/2022
It’s time for some fill-in-the-blank questions with Donna! What is the best way to be sure you won’t run out of money in retirement? If you hit retirement and you don’t have a plan in place, you will never know how much you can afford. You don’t want to outlive your money. What do most clients worry about when they first come to visit an advisor? Retirement is a big worry, but a lot of people are just looking for peace of mind, someone to tell them that everything is going to be okay. Join...

Duration:00:15:36

Ep 8: 22 Money Resolutions for 2022 Part 2

12/30/2021
With only a few days left in 2021, we are continuing our countdown of 22 money resolutions for 2022. Have you checked your credit lately? This is easy and free. Doing so can show you exactly where your debt stands. Check your fees in the new year. This can relate to your investments or your subscription services. Or share your knowledge with loved ones. If you have an advisor, you really love or if you listened to a helpful podcast, make sure to spread the knowledge. We will also discuss...

Duration:00:19:34

Ep 7: 22 Money Resolutions for 2022 Part 1

12/16/2021
As 2021 winds down we want to discuss some money resolutions you can make in 2022 to have a more prosperous financial year. Most of them will be pretty easy, while some may require you to meet up with your financial advisor. On today’s podcast, we’ll go over the first 11 of 22 resolutions. We’ll discuss reducing debt, checking your designated beneficiaries, whether you should refinance, and more. This is the time of year to start getting your financial junk drawer in order for a more...

Duration:00:21:15

Ep 6: 5 Opportunities for Retirement’s Late Bloomers

12/2/2021
Do you feel like you are behind when it comes to saving for retirement? The first step you should take is meeting with an advisor and really seeing where you are in your plan, it might surprise you. On today's episode, we will be discussing 5 opportunities for retirement's late bloomers. Get additional financial information: https://sephtonfinancial.com/2021/12/5-opportunities-for-retirements-late-bloomers/ What we discuss today: 1:14 – Welcome to December! 2:22 – Catch-up...

Duration:00:19:01

Ep 5: Quit Cutting Corners in Your Finances

11/18/2021
We’ve all done it before, but when it comes to our finances, we don’t want to cut corners. This can leave us blindsided once we are in retirement. If you feel behind on your retirement savings, you may be tempted to take on more risk which can be a way people cut corners and end up losing money. Are your legal documents established and up to date? Do you have a plan for long-term care? Your finances need to be organized and we can’t cut corners on the important details. Join us today as...

Duration:00:17:11

Ep 4: 5 Unexpected Sources of Income

11/4/2021
401(k)s, IRAs, and Roth accounts are all ways to traditionally fund your retirement. But what are some other buckets of income that may help your plan? On today’s episode, we are going to talk about 5 unexpected sources of income and how they can help your financial plan. We will discuss, annuities and stocks, Health Savings Accounts, rentals, reverse mortgages, and part-time jobs. Having extra streams of income can be beneficial for healthcare costs, travel, and more. Maybe it is also an...

Duration:00:21:53

Ep 3: Living the Dream

10/21/2021
You may feel financially comfortable with your retirement plan, but have you started planning out what you will actually do during retirement? With retirement comes a lot of free time. Planning out how you are going to live and what you are going to do is important. Maybe you want to visit the grandkids more often, golf more, or get on the road to travel. On today's episode, we are exploring what living the dream in retirement means and how that impacts your finances. It's essential that...

Duration:00:17:33

Ep 2: Mind the Financial Gaps

10/7/2021
If you have ever traveled on a subway you may have noticed the warning sign "Mind the Gap" telling you to watch your step as you exit the platform. In a similar way, we need to be mindful of the gaps in our retirement and financial plans. On today's episode, Donna is covering 5 financial gaps we need to be vigilant about. Perhaps you want to retire before 65 and need a plan for healthcare until you are eligible for Medicare. Or maybe, you haven't accounted for inflation in your financial...

Duration:00:22:52

Ep 1: Introducing Widow, Wisdom, & Wealth with Donna Kendrick

10/5/2021
We are excited to introduce Widow, Wisdom, and Wealth with Donna Kendrick CFP®, CDFA®. When Donna became a widow herself, her financial advisor helped her and her family maintain stability. After this experience, Donna knew she needed to go into financial advising to help others. Her business, Sephton Financial, focuses on families in transition that need assistance navigating their finances. She works with divorcees, widows and widowers, career changers, and anyone else facing major life...

Duration:00:18:18