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.
Living the Dream
You may feel financially comfortable with your retirement plan, but have you started planning out what you will actually do during retirement? With retirement comes a lot of free time. Planning out how we are going to live and what we are going to do is important.
Mind the Financial Gap
If you have ever traveled on a subway you may have noticed the warning sign “Mind the Gap” telling you to watch your step as you exit the platform. In a similar way, we need to be mindful of the gaps in our retirement and financial plans.
Introducing Widow, Wisdom, & Wealth™ with Donna Kendrick
We are excited to introduce our new podcast Widow, Wisdom, and Wealth with Donna Kendrick CFP®, CDFA®. When Donna became a widow herself, her financial advisor helped her and her family maintain stability. After this experience, Donna knew she needed to go into financial advising to help others. Her business, Sephton Financial, focuses on families in transition that need assistance navigating their finances.
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
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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