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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.

Feb 17, 2022

What are the most important parts of your retirement plan? It’s great to make fun decisions regarding what you want to do in retirement, but are you also planning for how much time in retirement you’ll have? We don’t want you to outlive your money. The best time to start saving is now.

It’s great to know how much you want to spend in retirement; however, you need to know where that money is going to come from. Without an income plan, you don’t really have a retirement plan. On today’s episode, we’ll discuss some areas experts claim to be the most important part of retirement planning and whether Donna agrees. 

 

What we discuss today: 

1:11 – Happy Valentine’s Day!

3:43 – Deciding what you want to do

5:00 – Start saving for retirement now

6:47 – How much income do you need?

7:45 – How much would you like to spend?

8:36 – Proper portfolio allocation

10:59 – Making your retirement fulfilling

12:12 – Picking the right planner and advisor

13:09 – What is the most important piece to you?

 

Get additional financial information: https://sephtonfinancial.com/podcasts/