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.
Welcome to Widow, Wisdom & Wealth™ with Donna Kendrick. On each show, Donna will aim to take 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.
Donna is a Certified Financial Planner, a Certified Divorce Financial Analyst, and the founder of Sephton Financial in Wyndmoor, Pennsylvania.
Visit her website at https://sephtonfinancial.com/ or get in touch by calling 215-948-3945.
We all know the basics of being healthy: eating well, working out, refraining from processed foods, etc. On today’s episode, we thought it would be fun to compare some common diet tips to retirement planning to help you fix some of those unhealthy financial habits.
Empty calories are in a lot of different foods, in our finances we can find these in auto-generated plans that aren’t customized to your needs. There is a lot of hidden added sugar out there too and this can relate back to those hidden fees in your portfolio. Join us today as we break down various tips for improving your financial health!
Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
What we discuss today:
1:03 – The retirement diet!
2:47 – Empty calories
7:17 – Added sugar
9:55 – Not all fees are bad
11:37 – Trans fats
15:31 – Calories and inflation
Get additional financial information: https://sephtonfinancial.com/podcasts/
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Episode Show Notes
Check out more recent episodes and find referenced materials and resources from each episode below.
What are the most important parts of your retirement plan? On today’s episode, we’ll discuss some areas experts claim to be the most important part of retirement planning and whether Donna agrees.
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.
Family budgets, college, weddings, there is a lot to consider financially when it comes to our kids
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.
Sephton Financial, LLC
8200 Flourtown Ave
Wyndmoor, PA 19038
o. 215 948 3945 f. 267 422 3664
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Sephton Financial, LLC are not affiliated.
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