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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 or get in touch by calling 215-948-3945.

Nov 18, 2021

We’ve all done it before, but when it comes to our finances, we don’t want to cut corners. This can leave us blindsided once we are in retirement. If you feel behind on your retirement savings, you may be tempted to take on more risk which can be a way people cut corners and end up losing money.

Are your legal documents established and up to date? Do you have a plan for long-term care? Your finances need to be organized and we can’t cut corners on the important details. Join us today as Donna goes over 5 areas where people tend to cut corners and how we can avoid doing so in the future.


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What we discuss today: 

1:08 – Getting ready for Thanksgiving

2:22 – Taking on too much risk

7:25 – Legal documents

9:41 – Being organized

11:41 – Ignoring details or investments

12:55 – Long term care