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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.

May 19, 2022

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...


May 5, 2022

Trying to keep up with news today feels like a 24-hour job. As if the year hasn’t been unpredictable enough, now we have Elon Musk buying Twitter.

With everything happening, it’s not surprising that markets have reacted by moving up and down even more than usual. If you’ve paid attention to any financial news or...


Apr 21, 2022

Life insurance can be intimidating for a lot of reasons but it has changed a lot over the years. On today’s episode, we are going to explore some important reasons you may want to consider life insurance and what factors you should consider when making this important decision.

If you have a family, you really need to...


Apr 7, 2022

In retirement planning, there are some big birthdays you need to keep in mind. When you turn 50, the government allows you to put additional catch-up contributions into your retirement accounts. This is a great way to save more if you feel the need to. A lot of people are unaware that when you turn 55 you can take...


Mar 24, 2022

The financial industry is full of jargon and designations that can be confusing to navigate. Do you know the difference between an IAR and an RIA? What is a CFP or a Series 66?

Donna herself is an IAR financial professional, meaning she can help clients with solutions that may be a better fit for widows or widowers....