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!

Episode Show Notes

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

5 Opportunities for Retirement’s Late Bloomers

5 Opportunities for Retirement’s Late Bloomers

Do you feel like you are behind when it comes to saving for retirement? The first step you should take is meeting with an advisor and really seeing where you are in your plan, it might surprise you.

Quit Cutting Corners in Your Finances

Quit Cutting Corners in Your Finances

We’ve all done it before, but when it comes to our finances, we don’t want to cut corners. This can leave us blindsided once we are in retirement. If you feel behind on your retirement savings, you may be tempted to take on more risk which can be a way people cut corners and end up losing money.

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 4B
Wyndmoor, PA 19038
o. 215 948 3945  f. 267 422 3664

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Sephton Financial, LLC are not affiliated.

This communication is strictly intended for those residing in DE, FL, GA, MA, MD, NJ, NY, PA, VA, VT, WA

Copyright © 2020 - 2021 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.