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.
Today, we’re diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where you are in life, your financial goals and priorities will change over time, and it’s important to have a plan that reflects your unique needs. In this episode, we’ll explore the ways in which age and wisdom impact financial planning strategies and provide practical tips and insights to help you make informed decisions about your finances.
Here’s some of what we’ll discuss in this episode:
- How our views change as we age. (1:48)
- Why age matters in financial planning. (3:48)
- How life experiences affect financial planning. (7:56)
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 37: Moving Your Retirement Goalposts: Is It Worth The Risk?
Do you ever feel like your retirement planning goals are always moving? You’re not alone. We’ve found that people often move the goalposts in their own retirement planning and most of the time to their detriment. In this episode, we’re diving deep into the psychology of retirement planning and the dangers of moving the goalposts.
Ep 36: How an Advisor Tailors to These Personality Types (Part 2)
Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and...
Ep 35: How an Advisor Tailors to These Personality Types (Part 1)
In this episode, we’ll tackle the question of whether an advisor should tailor a plan to fit your personality. We’ll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more informed decisions.
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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