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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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.
You need to make smart decisions during major life events, and we are here to help guide you. Whether it’s a job change or divorce, we recommend taking three months to work everything out.
Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process. We’ll explain how to handle big changes the right way.
On this episode, we’ll share:
- How to handle a job change. (3:09)
- How to handle divorce. (5:48)
- How to handle an inheritance. (8:54)
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.
Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
Get additional financial information: https://sephtonfinancial.com/podcasts/
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Episode Show Notes
Check out more recent episodes and find referenced materials and resources from each episode below.
Ep 30: Making Smart Decisions During Major Life Events
You need to make smart decisions during major life events, and we are here to help guide you. Whether it’s a job change or divorce, we recommend taking three months to work everything out.
Ep 29: The Retirement Marathon – Finishing The Race
Getting through retirement can be a lot like running a marathon. From planning and preparation to a proper diet, a lot of these skills work in both worlds. With marathons, you don’t want to start to fast and tire yourself out before the finish.
Ep 28: Warning Signs: How to Spot Problems in Your Financial Life
Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed.
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.
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