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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.

Nov 4, 2021

401(k)s, IRAs, and Roth accounts are all ways to traditionally fund your retirement. But what are some other buckets of income that may help your plan? On today’s episode, we are going to talk about 5 unexpected sources of income and how they can help your financial plan.

We will discuss, annuities and stocks, Health Savings Accounts, rentals, reverse mortgages, and part-time jobs. Having extra streams of income can be beneficial for healthcare costs, travel, and more. Maybe it is also an opportunity to have some extra spending money. We hope some of these inspire you to think outside of the box!

 

Get additional financial information: https://sephtonfinancial.com/2021/11/5-unexpected-sources-of-income/

 

What we discuss today: 

1:36 – We are into November

4:48 – Annuities and stocks

7:10 – Health Savings Account

10:15 – Rentals

13:33 – Reverse mortgage

18:07 – Part-time job