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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 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.

Aug 11, 2022

Going through a divorce at any age is difficult but doing it near or in retirement adds all sorts of additional complications. On this episode, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce.

Divorcee are often in a more complicated financial situation than many of the widows and widowers we work with. The reason being widows and widowers had their portfolio in front of them and everything was set while divorce makes planning and decision making difficult because so much is unsettled.

In this part one of our conversation, we’ll focus on how the house gets handled,

Here’s some of what you’ll learn on this episode:

  • Choosing the house over other financial assets isn’t necessarily the best outcome. (3:12)
  • How the mortgage gets settled during the divorce process. (8:25)
  • The two factors you have to consider – the affordability of the home and the emotional connection to the home. (10:29)
  • How the kids factor into this decision and what considerations need to be made. (14:59)


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