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. Insurance Needs For Blended Families

Insurance Needs For Blended Families

Jul 2, 2024

Insurance- it may not be the most exciting subject, but it plays a super important role in financial planning. Listen in as Donna, Jim, and Marc discuss the value of having a safety net, especially in a blended family, where both partners bring in assets and responsibilities from previous relationships. If you haven't given much thought to your insurance policies lately, this episode will give you some great items to consider and talk about with your advisor.

 

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

0:00 – Intro

0:42 – Donna and Jim’s experience with life insurance

7:55 – Different reasons for insurance

12:57 – Insurance for blended families

 

Beneficiary Designations Episode

https://sephtonfinancial.com/2023/11/easy-wins-in-personal-finance-part-2/

 

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

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