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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.

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  2. Ep 27: Navigating Emotions When Investing

Ep 27: Navigating Emotions When Investing

Oct 27, 2022

Emotions play a big part in investing. They often dictate where you put your money, when you move your money, and whether or not you ask for help. Today we will be touching on some of the more common emotions investors may experience as they plan for retirement.

Market volatility has been stirring up a lot of less-than-pleasant feelings among investors, especially those that have been enjoying the last decade of a favorable market. We will give you some tools to help you navigate those feelings, so you stay confident in your plan for the future.

Here is what you will learn in this episode: 

  • The markets have been favorable for so long, that volatility can be stressful for newer investors. (3:21)
  • How should you navigate fear through market volatility? (5:19)
  • Hope is important, but you also need to strategize. (7:08)
  • How pride can get in the way of long-term financial planning. (9:23)

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

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