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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.

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.

  1. All Episodes
  2. Ep 22: Why Retirement Planning Ain’t What It Used To Be

Ep 22: Why Retirement Planning Ain’t What It Used To Be

Jul 21, 2022

In some ways, retirement planning was easier for past generations. From the loss of pensions to changes in the market retirement planning just isn’t what it used to be. Planning has even changed throughout the past five years. So, what do we need to prepare for that our parents and grandparents didn't?

We are living longer than ever before and therefore our plans need to support longevity. You have to self-fund for much longer now. Let’s explore how a good financial advisor helps people overcome the additional challenges of today.

Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/

 

What we discuss today: 

1:22 – Is retirement planning different?

3:42 – We are living longer

7:44 – Interest rates are historically low

9:42 – Access to information

12:34 – Is market volatility more pronounced?

16:13 – The value of having a professional

 

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