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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 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. Ep 18: The Retirement Diet - Fixing Unhealthy Financial Habits

Ep 18: The Retirement Diet - Fixing Unhealthy Financial Habits

May 19, 2022

We all know the basics of being healthy: eating well, working out, refraining from processed foods, etc. On today’s episode, we thought it would be fun to compare some common diet tips to retirement planning to help you fix some of those unhealthy financial habits.

Empty calories are in a lot of different foods, in our finances we can find these in auto-generated plans that aren't customized to your needs. There is a lot of hidden added sugar out there too and this can relate back to those hidden fees in your portfolio. Join us today as we break down various tips for improving your financial health!

Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/

 

What we discuss today: 

1:03 – The retirement diet!

2:47 – Empty calories

7:17 – Added sugar

9:55 – Not all fees are bad

11:37 – Trans fats

15:31 – Calories and inflation

 

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