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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.

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Ep 14: Understanding Financial Jargon

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....

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Ep 13: When Guessing at Retirement’s Most Important Questions Goes Wrong

Mar 10, 2022

How can guessing at retirement planning go wrong? On today’s show, we’ll discuss some of the major areas in retirement planning you don’t want to guess at. Do you know how much income you’ll need on a monthly basis? Guessing can leave you without enough money to cover your expenses in the future.

Do you know...

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