WIDOW, WISDOM & WEALTH™ PODCAST

Crucial discussions about life and finances

Welcome to Widow, 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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Episode Show Notes

Check out more recent episodes and find referenced materials and resources from each episode below.

Ep 11: Who Even Needs an Advisor?

Ep 11: Who Even Needs an Advisor?

A lot of people have been DIYing their financial plan, especially during the past decade when the market has been relatively good. But that won’t always be the case and having an advisor can help you navigate market downturns and prevent you from making emotional financial decisions.

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.

 

Checkout Donna's background on FINRA's BrokerCheck

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