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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.

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  2. Ep 36: How an Advisor Tailors to These Personality Types (Part 2)

Ep 36: How an Advisor Tailors to These Personality Types (Part 2)

Mar 16, 2023

Welcome to part two of our discussion about personality types and how your financial advisor should work with you. Last time we covered four different personality types, and we’ll be continuing that theme today with the remainder of our financial personalities.

Most people fit into one of 8 personality categories. Find out which one best describes you and what that means when it comes to financial planning. 

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

  • Are you a silo stocker? (2:03)
  • Are you an odd couple when it comes to finances? (6:28)
  • Are you a gambler? (9:59)

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