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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 37: Moving Your Retirement Goalposts: Is It Worth The Risk?

Ep 37: Moving Your Retirement Goalposts: Is It Worth The Risk?

Apr 6, 2023

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning and most of the time to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts. 

 

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

  • The risk of waiting for a certain number in the bank before implementing your investment strategy.  (2:15)
  • How the “I’m going to get serious about saving next year” attitude often leads to missed opportunities. (5:44)
  • The danger of pushing off reducing your risk. (7:41)
  • Having a plan before picking a retirement date. (11:50)

 

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