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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.

Jun 9, 2026

In this heartfelt episode, Lisa Woolery shares her journey of overcoming widowhood, raising children, and rediscovering purpose through her mission of supporting widows. Her story offers powerful insights on healing, community support, and embracing a new chapter with hope and resilience.

 

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Jun 2, 2026

Discover how Tiffany Rampey transformed her grief into a movement that empowers widows to travel the world responsibly and joyfully. In this episode, she shares her inspiring story of resilience, the innovative Travel More Method, and practical tips for leveraging points and miles to unlock global adventures.

 

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May 12, 2026

In this episode of "Widow Wisdom and Wealth," Dana Friedman shares insightful advice on managing real estate decisions during emotional life transitions, particularly after widowhood or divorce. Whether you’re considering selling your family home, downsizing, or exploring 55+ communities, Dana’s expertise...


Apr 28, 2026

In this episode of Widow Wisdom and Wealth, we dive deep into resilience, life pivots, and practical strategies for navigating business and personal challenges after loss. Erika Andresen shares her inspiring journey from military service and law to becoming a business continuity expert, emphasizing the importance of...


Apr 14, 2026

Discover how mindfulness can transform your daily life, reduce stress, and help you find joy amidst chaos, especially for widows and widowers navigating grief, careers, and parenting. Harriet Stein shares practical insights, her personal story, and tools to incorporate mindfulness into busy routines.

 

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