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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.

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  2. Decisions of the Heart: Helen Bernie on Managing Finances, Family, and Blending Lives

Decisions of the Heart: Helen Bernie on Managing Finances, Family, and Blending Lives

Jun 24, 2025

Decisions of the Heart: Helen Bernie on Managing Finances, Family, and Blending Lives | Widow Wisdom and Wealth

In this episode of the Widow Wisdom and Wealth podcast, host Donna Dean Kendrick interviews Helen Bernie, a divorcee, small business owner, and health coach. Helen shares her journey of managing her business through a divorce, blending families, and navigating finances in a new relationship while raising four kids.

Listen to Helen talk about the importance of proportional income splits and decision-making in relationships, and learn how she expanded her career amidst personal changes and the COVID-19 pandemic. Helen's story is a valuable lesson in balancing personal and professional life and moving forward positively after a significant life change.

00:00 Introduction to Today's Episode 
01:18 Meet Helen Bernie: A Journey Through Divorce and Business
02:27 Helen's First Marriage and Career Transition
08:13 Navigating Divorce and New Beginnings
14:46 Blending Families and Managing Finances
17:03 Rewinding the Story
17:29 Deciding to Move
17:58 Children's Reactions
18:40 Financial Dynamics
19:39 80/20 Split Challenges
20:46 Emotional and Financial Struggles
22:37 Decision-Making in Relationships
25:34 Transparency and Vulnerability
28:08 Future Plans and Reflections
30:21 Business and Health Coaching

Connect with our guest Helen! 
Here are her social media links:

https://www.facebook.com/helen.birney.2025

https://www.linkedin.com/in/helen-birney-cultivatehealth

https://www.instagram.com/cultivatehealth_with_helen

https://www.cultivatehealthcoaching.com

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CONNECT 🤝

Facebook: https://www.facebook.com/donnajeankendrick

LinkedIn: https://www.linkedin.com/in/donna-kendrick/

Instagram: https://www.instagram.com/donnajeankendrick

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CONTACT ☎

Website: https://sephtonfinancial.com/

Phone: (215) 948-3945

Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10-minute-phone-call?month=2024-05

Downloadables and Resources: https://sephtonfinancial.com/resources/

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Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 8200 Flourtown Ave Suite 1B in Wyndmoor, Pennsylvania, 19038. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 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. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice.