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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 8: 22 Money Resolutions for 2022 Part 2

Ep 8: 22 Money Resolutions for 2022 Part 2

Dec 30, 2021

With only a few days left in 2021, we are continuing our countdown of 22 money resolutions for 2022. Have you checked your credit lately? This is easy and free. Doing so can show you exactly where your debt stands. Check your fees in the new year. This can relate to your investments or your subscription services. Or share your knowledge with loved ones. If you have an advisor, you really love or if you listened to a helpful podcast, make sure to spread the knowledge. We will also discuss donations, taxes, Roth conversions, and more. We hope some of these inspire you in 2022!

 

Get additional financial information: https://sephtonfinancial.com/2021/12/ep-8-22-money-resolutions-for-2022-part-2/

 

What we discuss today: 

1:30 – Hope you had a good holiday!

2:06 – Check your credit

3:41 – Check your fees

5:49 – Share the knowledge

8:01 – Look for more donation opportunities

9:08 – Review your tax bracket

10:18 – Think of a Roth conversion

12:34 – Update your paycheck withholdings

13:12 – Rebalance your portfolio

14:03 – Plan your retirement transition

15:58 – Consolidate your accounts

17:48 – Listen to more episodes!