Preview Mode Links will not work in preview mode

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 30: Making Smart Decisions During Major Life Events

Ep 30: Making Smart Decisions During Major Life Events

Nov 22, 2022

You need to make smart decisions during major life events, and we are here to help guide you. Whether it's a job change or divorce, we recommend taking three months to work everything out. 

Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process. We’ll explain how to handle big changes the right way.

On this episode, we’ll share:

  • How to handle a job change. (3:09)
  • How to handle divorce. (5:48)
  • How to handle an inheritance. (8:54)

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

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

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