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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.

  1. All Episodes
  2. 2022
  3. 02

Ep 12: What is the Most Important Piece of Your Retirement Plan?

Feb 17, 2022

What are the most important parts of your retirement plan? It’s great to make fun decisions regarding what you want to do in retirement, but are you also planning for how much time in retirement you’ll have? We don’t want you to outlive your money. The best time to start saving is now.

It’s great to know how...

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Ep 11: Who Even Needs an Advisor?

Feb 3, 2022

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.

So, who needs an advisor? Well,...

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