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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.

Dec 16, 2021

As 2021 winds down we want to discuss some money resolutions you can make in 2022 to have a more prosperous financial year. Most of them will be pretty easy, while some may require you to meet up with your financial advisor. On today’s podcast, we’ll go over the first 11 of 22 resolutions. We’ll discuss reducing debt, checking your designated beneficiaries, whether you should refinance, and more. This is the time of year to start getting your financial junk drawer in order for a more organized new year.


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What we discuss today: 

1:40 – 2021 is coming to an end

2:25 – Reduce your debt

3:46 – Maxing your contributions

5:19 – Prepare for the unexpected

6:27 – Don’t overreact to headlines

7:52 – Implement a spending plan

9:31 – Meet with a financial advisor

11:08 – Check your beneficiaries

12:51 – Have tough conversations

14:48 – Audit your insurance

16:09 – Think about refinancing

17:57 – Organize your finances