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.

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Episode Show Notes

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

Ep 33: What’s Your Biggest Financial Fear?

Ep 33: What’s Your Biggest Financial Fear?

In this episode, we’ll discuss five of the most common financial fears that come up in our conversations with retirees and pre-retirees. When you have one of these fears, what can you do to address them? Donna will tell you what approach we take with clients and how proper planning can alleviate much of the worry.

Ep 32: Your Estate documents – Know the Basics

Ep 32: Your Estate documents – Know the Basics

Today’s guest is Mark Davis. Mark is an estate lawyer with the law office Connor Elder Law in Lafayette Hill. He has over 20 years of experience in the field of aging and disability services as a legal and public policy advocate.

Ep 31: When Your Advisor Feels Like a Counselor

Ep 31: When Your Advisor Feels Like a Counselor

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.

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

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