Widow, Wisdom & Wealth with Donna Kendrick

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Welcome to Widow, Wisdom & Wealth with Donna Kendrick. On each show, Donna will aim 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.

Ep 3: Living the Dream

Oct 21, 2021

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 you are going to live and what you are going to do is important.

Maybe you want to visit the grandkids more often,...

Ep 2: Mind the Financial Gaps

Oct 7, 2021

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.

On today's episode, Donna is covering 5 financial gaps we need to be vigilant...

Ep 1: Introducing Widow, Wisdom, & Wealth with Donna Kendrick

Oct 5, 2021

We are excited to introduce 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,...