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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.

Feb 3, 2022

A lot of people have been DIYing their financial plan, especially during the past decade when the market has been relatively good. But that won’t always be the case and having an advisor can help you navigate market downturns and prevent you from making emotional financial decisions.

So, who needs an advisor? Well, most of us. Maybe you are too much of a procrastinator. Or perhaps you just don’t have the time to learn about the market and different investment vehicles. That’s exactly what an advisor can help you with. Join us today as we discuss some questions you should ask yourself if you are considering looking for an advisor.  


What we discuss today: 

0:51 – Happy February!

1:45 – Are you a procrastinator?  

5:38 – What do you know?

6:57 – We don’t know what we don’t know

8:50 – Do you have the time?

10:56 – Navigating all the information

12:50 – Reading the headlines  


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