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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.

Nov 3, 2022

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed.

You might have watched your parents retire in their early 60s and think that’s how it should still be for everyone. Have you considered that you’ll likely live much longer than them, you probably don’t have the pension that they had, and the costs for your healthcare during your retirement years will dwarf their costs? Don’t feel entitled to retirement at a certain age unless you have a plan in place that shows you why and how it’s possible.

Here is what you will learn in this episode: 

  • Do you really know how much it costs to fund your lifestyle? (1:37)
  • Are you focusing more on a specific net worth instead of generating an income in retirement? (7:03)
  • How has the way your parents’ handled retirement affected you? (8:46)

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

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