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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 or get in touch by calling 215-948-3945.

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....

Mar 2, 2023

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? 

In this episode, we'll tackle the question of whether an advisor should tailor a plan to fit your personality. We'll discuss the pros and cons of different approaches and explore how understanding your financial...

Feb 16, 2023

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can...

Feb 3, 2023

In this episode, we’ll discuss five of the most common financial fears that come up in our conversations with retirees and pre-retirees. When you have one of these fears, what can you do to address them? Donna will tell you what approach we take with clients and how proper planning can alleviate much of...

Jan 5, 2023

Today’s guest is Mark Davis. Mark is an estate lawyer with the law office, Connor Elder Law in Lafayette Hill. He has over 20 years of experience in the field of aging and disability services as a legal and public policy advocate.

In this episode, we will discuss important aspects of estate planning. Mark shares his...