Preview Mode Links will not work in preview mode

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.

  1. All Episodes
  2. Ep 7: 22 Money Resolutions for 2022 Part 1

Ep 7: 22 Money Resolutions for 2022 Part 1

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.

 

Get additional financial information: https://sephtonfinancial.com/2021/12/22-money-resolutions-for-2022-part-1/

 

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