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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. Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)

Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)

Jul 27, 2023

Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the most common financial sources of tension between couples.

 

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

  • What level of risk should you take in your portfolio? (2:38)
  • Deciding on the best age to retire as a couple. (5:24)
  • Are you on the same page about paying for your children’s college education + legacy planning? (8:45)
  • Should you downsize or not downsize? (11:08)
  • Agreeing on your retirement lifestyle. (13:28)

 

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