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.
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.
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.
Here’s some of what we’ll discuss in this episode:
- How we help someone address the fear of running out of money. (2:05)
- The life events that could deplete your nest egg in retirement. (4:11)
- Focusing on being more efficient with taxes so you don’t have to pay more than you need to. (7:04)
- What does a legacy mean to you and have you planned for it? (10:30)
- Having to alter the lifestyle and reduce the quality of life you hope for in retirement. (14:44)
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.
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.
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.
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.
Sephton Financial, LLC
8200 Flourtown Ave
Wyndmoor, PA 19038
o. 215 948 3945 f. 267 422 3664
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