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Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way.

From investing to retirement, each episode 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.

Sephton Financial
8200 Flourtown Ave, Suite 1B
Wyndmoor, PA 19038

Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated.

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  2. Are Your Good Money Habits Holding You Back?

Are Your Good Money Habits Holding You Back?

Jan 18, 2024

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor?

 

Here’s some of what we discuss in this episode:

  • Ignoring account statements can be beneficial in avoiding overreactions to market fluctuations, but it's important to periodically check them to stay informed about your financial situation and unexpected changes
  • Finding a balance between financial discipline and enjoying life's moments
  • Being patient in entering the stock market can help avoid irrational decisions, but waiting too long may lead to missed opportunities
  • Having too much in cash reserves may result in missed opportunities for growth and life experiences
  • Overcoming procrastination when it comes to financial and estate planning
  • Some of Donna’s goals for the business in 2024

 

Get additional financial information: https://sephtonfinancial.com/podcasts/