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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.

Jan 27, 2022

Family budgets, college, weddings, there is a lot to consider financially when it comes to our kids. On today’s episode, we are going to discuss the role our kids play in our retirement plan. If you have children and depending on their ages, you’ve probably thought about this before.

If you have your kids later in life, you may be looking at these expenses as you approach retirement age. Or maybe you want to save some money for your grandchildren. But giving away your retirement money to pay for college or a wedding can be dangerous if you don’t have a plan. There are many ways you can save and still protect both your future and your child’s future. It’s all about starting these conversations and plans early on.


What we discuss today: 

1:17 – Catching up with Donna

2:41 – Paying for college

5:27 – Trouble with the job market

8:14 – Saving for your grandkids

9:40 – Special needs situations

12:20 – Generational wealth

13:59 – Leaving the house behind


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