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.
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.
Insurance Needs For Blended Families
Insurance- it may not be the most exciting subject, but it plays a super important role in financial planning. For Donna, life insurance was a lifesaver after her first husband passed away. With his income gone, she had to figure out how to support her family on her own. The life insurance policy they had taken out provided her with a cushion that allowed her to keep her house, educate her kids, and recreate her career. It gave her the financial leeway she needed to rebuild her life.
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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