WIDOW, WISDOM & WEALTH™ PODCAST

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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.

Episode Show Notes

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

When It’s Time To Change Financial Advisors (Part 1)

When It’s Time To Change Financial Advisors (Part 1)

In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We’ll discuss the telltale signs that it’s time to consider a switch, the questions to ask your current advisor, and what to look for in a new one.

Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)

Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)

Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we’ll explore five more common areas of financial strain: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Donna work to resolve conflicts in these areas as they arise. 

Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)

Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)

Money can’t buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we’re digging into the financial face-offs that make Monopoly fights look like child’s play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the most common financial sources of tension between couples.

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.

 

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