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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 33: What’s Your Biggest Financial Fear?

Ep 33: What’s Your Biggest Financial Fear?

Feb 3, 2023

In this episode, we’ll discuss five of the most common financial fears that come up in our conversations with retirees and pre-retirees. When you have one of these fears, what can you do to address them? Donna will tell you what approach we take with clients and how proper planning can alleviate much of the worry.

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

  • How we help someone address the fear of running out of money. (2:05)
  • The life events that could deplete your nest egg in retirement. (4:11)
  • Focusing on being more efficient with taxes so you don’t have to pay more than you need to. (7:04)
  • What does a legacy mean to you and have you planned for it? (10:30)
  • Having to alter the lifestyle and reduce the quality of life you hope for in retirement. (14:44)

 

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