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.

Now Available on YouTube!

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.

Stay-At-Home Parents: Balancing Family and Finances

Stay-At-Home Parents: Balancing Family and Finances

Donna and her husband, Jim, have both navigated the path of stay-at-home parenting and are no strangers to what it looks like to manage finances during family transitions. Together, they’ll share their unique perspectives on the emotional and financial implications of stepping away from the workforce to be stay-at-home parents.

Your Financial Wellness Check-Up

Your Financial Wellness Check-Up

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essen-tial part of planning for a healthy and successful retirement. In today’s episode, Donna gives us a glimpse at what financial wellness checkups look like at Sephton Financial.

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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