Crucial discussions about life and finances

Welcome to Widow, 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.

Listen now!

Episode Show Notes

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

Ep 20: Is Your Advisor an Effective Communicator?

Ep 20: Is Your Advisor an Effective Communicator?

Having an advisor that effectively communicates to you is essential in understanding your financial plan and the strategy they are helping you build. There are so many ways to communicate these days: in person, through phones, social media, podcasts, etc. Which do you prefer?

Ep 19: The Secret to Retirement Success: Getting Out of Your Own Way

Ep 19: The Secret to Retirement Success: Getting Out of Your Own Way

So, what is the secret to a successful retirement? Often times, it’s learning to get out of your own way! When the market is volatile, we may be fearful and pull out of investments. On the other hand, sometimes we get too greedy and invest more than we should into a certain product.

Ep 18: The Retirement Diet – Fixing Unhealthy Financial Habits

Ep 18: The Retirement Diet – Fixing Unhealthy Financial Habits

We all know the basics of being healthy: eating well, working out, refraining from processed foods, etc. On today’s episode, we thought it would be fun to compare some common diet tips to retirement planning to help you fix some of those unhealthy financial habits.

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.


Checkout Donna's background on FINRA's BrokerCheck

Sephton Financial, LLC

8200 Flourtown Ave
Suite 4B
Wyndmoor, PA 19038
o. 215 948 3945  f. 267 422 3664

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Sephton Financial, LLC are not affiliated.

This communication is strictly intended for those residing in DC, DE, FL, GA, MA, MD, NJ, NY, PA, VA, VT, WA

Copyright © 2020 - 2022 Sephton Financial

This site contains third-party links. The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.