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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. Bad Money Habits Could Spoil Your Retirement Party

Bad Money Habits Could Spoil Your Retirement Party

Jun 8, 2023

Picture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because with just a little bit of modification, you can rid some of the worst money habits from your life and set yourself up for retirement success. Tune in to this episode and develop healthy financial habits that pave the way for a secure future!

 

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

  • It’s important to be aware of your account statements. (2:29)
  • Being addicted to the rising stock market. (5:48)
  • The impact of procrastinating financial decisions. (7:38)
  • Living beyond your means and mismanaging debt can be detrimental. (12:12)
  • The danger of funding non-emergencies from your emergency fund. (14:58)
  • The benefits of working with a financial professional. (17:50)

 

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