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.
Ep 9: Retirement Potpourri – Fill in The Blank
It’s time for some fill-in-the-blank questions with Donna! What is the best way to be sure you won’t run out of money in retirement? What do most clients worry about when they first come to visit an advisor?
Ep 8: 22 Money Resolutions for 2022 Part 2
With only a few days left in 2021, we are continuing our countdown of 22 money resolutions for 2022.
22 Money Resolutions for 2022 Part 1
The new year is just around the corner. Let’s discuss some money resolutions!
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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