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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.

Apr 20, 2023

Are you aware that not all retirement accounts are created equal? In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and more. We’ll help you weigh the pros and cons of each and give you insights into the purposes they serve so that you can make informed decisions for your retirement plan.

 

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

  • Pros and cons of 401(k)s, 403(b)s, and 457 plans. (1:36)
  • Pros and cons of traditional and Roth IRAs. (4:29)
  • Pros and cons of HSAs and FSAs. (9:46)
  • What to keep in mind with Annuities, CDs, and Dividend Stocks (11:55)
  • How do you choose the best option for your plan? (15:15) 

 

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