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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 36: How an Advisor Tailors to These Personality Types (Part 2)

Ep 36: How an Advisor Tailors to These Personality Types (Part 2)

Mar 16, 2023

Welcome to part two of our discussion about personality types and how your financial advisor should work with you. Last time we covered four different personality types, and we’ll be continuing that theme today with the remainder of our financial personalities.

Most people fit into one of 8 personality categories. Find out which one best describes you and what that means when it comes to financial planning. 

Here’s some of what we’ll discuss in this episode:

  • Are you a silo stocker? (2:03)
  • Are you an odd couple when it comes to finances? (6:28)
  • Are you a gambler? (9:59)

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