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.
How Kids & Grandkids Influence YOUR Retirement Planning (Part 1)
Kids and grandkids play a crucial role in shaping financial plans. In this two-part episode, we’ll dive into the most common scenarios where future generations influence retirement planning. Whether you’re a parent with adult children still on the payroll or a grandparent wanting to help out with college education costs, we’ll explore how to balance your retirement goals with the needs of your family.
5 Financial Lies That May Be Holding You Back
We’re all guilty of telling ourselves lies from time to time. But are you telling yourself financial lies? In this episode, Donna and Jim dive into some common financial lies that could be holding you back.
College Planning For Blended Families
Paying for college has become increasingly challenging due to rising costs, particularly for blended families. But no matter your situation, early planning for your child’s or grandchild’s education can make a big difference and reduce the need for excessive borrowing later on. In this episode, we’ll cover the key aspects of college financial planning from various perspectives.
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.
See our financial planning services and Checkout Donna's background on FINRA's BrokerCheck
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