Preview Mode Links will not work in preview mode

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.

  1. All Episodes
  2. How Kids & Grandkids Influence YOUR Retirement Planning (Part 2)

How Kids & Grandkids Influence YOUR Retirement Planning (Part 2)

Sep 5, 2024

In the second part of this two-part series, we continue to explore the important role that children and grandchildren play in shaping financial and retirement plans. If you missed our previous discussion, be sure to give it a listen! This week, we’ll explore more common financial planning scenarios and offer practical advice to help families handle their finances with ease and confidence.

 

Here are the points we discuss in today’s show:

0:00 – Intro

1:56 – Life insurance policies and annuities

6:46 – Cultivating financial literacy

10:18 – Finances in blended families

13:00 – Family members with special needs

14:35 – Parents lending money to kids

 

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

Check out the video version of the podcast: Sephton Financial - YouTube