WIDOW, WISDOM & WEALTH™ PODCAST
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!
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.
Sephton Financial
8200 Flourtown Ave, Suite 1B
Wyndmoor, PA 19038
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.
Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.
This is a topic that’s close to Donna, having lost her husband in 2013 and facing many of the challenges we’re talking about in this episode. So we’ll explore actionable strategies to address these issues, such as the importance of life insurance and the ins and outs of spousal pension continuation. We hope this episode helps out anyone who is concerned with ensuring the financial well-being of their remaining family members and safeguarding your financial future and legacy in the face of loss.
Here are some key takeaways from this episode:
- Donna shares her personal experience dealing with the loss of her husband and the financial challenges that she immediately faced in the aftermath.
- The changes in tax filing that surprises many widows and what you need to be prepared.
- Some of the financial planning strategies you can use to prepare yourself for this emotional situation.
- What are some of the things you need to be thinking about to help take care of your kids and grandkids.
- What Donna thinks about having a trust and why you need to work with an estate planning attorney about the options.
If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.
Get additional financial information: https://sephtonfinancial.com/podcasts/
Subscribe on your favorite app
Episode Show Notes
Check out more recent episodes and find referenced materials and resources from each episode below.
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.
When It’s Time To Change Financial Advisors (Part 2)
In this episode, we’re back to discuss the complex and often emotionally charged process of changing financial advisors. We’ll share the telltale signs that it’s time to consider a switch, the questions to ask your current advisor, and what to look for in a new one.
When It’s Time To Change Financial Advisors (Part 1)
In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We’ll discuss the telltale signs that it’s time to consider a switch, the questions to ask your current advisor, and what to look for in a new one.
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 1B
Wyndmoor, PA 19038
o. 215 948 3945 f. 267 422 3664
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.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
**************************************
This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site,visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com
Online Privacy Policy | Important Information| Business continuity Plan
This communication is strictly intended for those residing in DC, DE, FL, GA, IL, 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.