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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.

  1. All Episodes
  2. Ep 3: Living the Dream

Ep 3: Living the Dream

Oct 21, 2021

You may feel financially comfortable with your retirement plan, but have you started planning out what you will actually do during retirement?  With retirement comes a lot of free time. Planning out how you are going to live and what you are going to do is important.

Maybe you want to visit the grandkids more often, golf more, or get on the road to travel. On today's episode, we are exploring what living the dream in retirement means and how that impacts your finances. It's essential that you discuss your bigger plans and goals with your advisor. This way you'll have the tools to truly enjoy your retirement, the way you want to.

 

Get additional financial information: https://sephtonfinancial.com/2021/10/living-the-dream/

 

What we discuss today: 

1:29 – Almost Halloween!

3:26 – The non-financial plan

5:37 – The small things

10:02 – Developing your goals

12:47 – A spending plan