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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.

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  2. Ep 24: Retirement & Divorce – Navigating the Retirement Accounts & Other Assets (Part 2)

Ep 24: Retirement & Divorce – Navigating the Retirement Accounts & Other Assets (Part 2)

Aug 25, 2022

Going through a divorce at any age is difficult but doing it near or in retirement adds all sorts of additional complications. On part two of this conversation, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce when it comes to other assets besides the house.

Here’s some of what you’ll learn on this episode:

  • The asset(s) you choose might have significant tax implications that you need to factor into the decision. (3:31)
  • What is a QDRO and what does it mean for retirement savings accounts? (5:42)
  • Why we always recommend clients look at their beneficiaries on retirement accounts during this process. (9:02)
  • How to take cash from a settlement and make them retirement funds. (10:55)
  • The first steps any person thinking about divorce should be taking to prepare their assets. (12:50)

 

Check out part one: https://sephtonfinancial.com/2022/08/ep-23-retirement-divorce-how-do-you-handle-your-home-part-1/ 

 

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