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.

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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.

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.

Ep 17: Investment Terms You Should Know Today

Ep 17: Investment Terms You Should Know Today

On this episode, we’re going to discuss these investment terms you’re hearing more often right now and help you understand what they mean and why they’re important. From volatility to inflation to recessions, we’ll cover all of the financial news that’s top of mind for many people today.

Ep 16: Reasons You Should Get Life Insurance

Ep 16: Reasons You Should Get Life Insurance

On today’s episode we are going to explore some important reasons you may want to consider life insurance and what factors you should consider when making this important decision.

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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