WISDOM & WEALTH PODCAST

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Crucial discussions about life and finances

Welcome to Wisdom & Wealth with Donna Kendrick. On each show, Donna will aim to remove 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.

Now Available on YouTube!

Prefer to watch each episode? We got you! Watch with a partner or watch on your own for financial insights to help you gain clarity and move forward with confidence.

Episode Show Notes

Check out more recent episodes and find referenced materials and resources from each episode below.

Divorcing In Retirement: 3 Steps You Should Take

Divorcing In Retirement: 3 Steps You Should Take

Navigating the transition of divorce can be challenging, especially when it occurs right before or during retirement. That’s why this week on Wisdom and Wealth, we’re going to share 3 immediate steps you’ll want to take during this pivotal time: first, understanding your flow of income; second, evaluating your net worth; and third, updating your beneficiary designations.

Are You Making Financial Decisions With A Clear Mind?

Are You Making Financial Decisions With A Clear Mind?

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.

Avoiding A Financial Horror Story

Avoiding A Financial Horror Story

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.

Questions for Donna?

Do you have a question about something you heard on the podcast? Schedule a time to meet with Donna to discuss your financial situation privately and to see if she can help.

 

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