Wisdom & Wealth: Financial Clarity For Families in Transition

Donna Kendrick
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Wisdom & Wealth: Financial Clarity For Families in Transition

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.

  1. -6 J

    Avoiding A Financial Horror Story

    In the recent celebration of Halloween, we’re bringing you some real-life cautionary tales in today’s episode. Donna and Jim will share a few spine-chilling financial horror stories that could happen to anyone without proper planning. As you listen, take a moment to consider your own financial situation. Have you updated your estate and beneficiary documents? Are both you and your partner plugged into your financial picture? Let’s discuss how to be ready for any twists and turns so your financial future doesn’t turn into a scary story.   Here are the points we discuss in today’s show: 0:00 – Intro 1:14 – Financial horror stories 3:48 – The importance of beneficiary designations 5:30 – Construction work horror stories 7:11 – How unexpected expenses impact retirement plans 10:38 – Preparing for the unexpected as a couple   Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

    16 min

  2. 16 OCT.

    The Top 5 Regrets Of Retirees In Their 70s

    Are you curious about what retirees wish they had done differently? A random, retired YouTuber did a simple video exploring the top 5 regrets of other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire. Here are the points we discuss in today’s show: 0:00 – Intro 1:24 – Not retiring earlier 2:55 – Not spending enough 6:16 – Health care neglect 9:52 – Not taking up a hobby 14:10 – Not traveling more Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

    17 min

  3. 19 SEPT.

    Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning

    Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning.   Here are the points we discuss in today’s show: 0:00 – Intro 1:52 – Income in retirement 5:34 – Money in savings account 7:42 – Risks in finance 10:06 – Nest egg longevity 12:50 – Tax efficiency in retirement planning   Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

    18 min

  4. 5 SEPT.

    How Kids & Grandkids Influence YOUR Retirement Planning (Part 2)

    In the second part of this two-part series, we continue to explore the important role that children and grandchildren play in shaping financial and retirement plans. If you missed our previous discussion, be sure to give it a listen! This week, we’ll explore more common financial planning scenarios and offer practical advice to help families handle their finances with ease and confidence.   Here are the points we discuss in today’s show: 0:00 – Intro 1:56 – Life insurance policies and annuities 6:46 – Cultivating financial literacy 10:18 – Finances in blended families 13:00 – Family members with special needs 14:35 – Parents lending money to kids   Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

    21 min

  5. 22 AOÛT

    How Kids & Grandkids Influence YOUR Retirement Planning (Part 1)

    Kids and grandkids play a crucial role in shaping financial plans. In this two-part episode, we'll dive into the most common scenarios where future generations influence retirement planning. Whether you’re a parent with adult children still on the payroll or a grandparent wanting to help out with college education costs, we’ll explore how to balance your retirement goals with the needs of your family.   Here are the points we discuss in today’s show: 0:00 – Intro 1:58 – Adult children still on the payroll 5:00 – Parents who had kids later in life 7:54 – Grandparents who want to help with education 9:46 – Planning for aging parents 14:09 – Intentional legacy planning   Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

    18 min

  6. 1 AOÛT

    5 Financial Lies That May Be Holding You Back

    We’re all guilty of telling ourselves lies from time to time. But are you telling yourself financial lies? In this episode, Donna and Jim dive into some common financial lies that could be holding you back.   Here are the points we discuss in today’s show: 0:00 – Intro 0:50 – The YOLO mentality 3:51 – Catching up after falling behind 5:48 – Cutting back on expenses 9:00 – Getting on the same page 14:15 – Tackling finances alone   Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

    22 min

  7. 18 JUIL.

    College Planning For Blended Families

    Paying for college has become increasingly challenging due to rising costs, particularly for blended families. But no matter your situation, early planning for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing later on. In this episode, we’ll cover the key aspects of college financial planning from various perspectives.   Here are the points we discuss in today’s show: 0:00 – Intro 1:20 – Where do you start? 7:01 – Cutting down on college expenses 8:17 – Best saving vehicles for college 13:30 – Tax implications when gifting college funds 15:30 – The blended family factor 19:16 – Retirement considerations   Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

    22 min

  8. 2 JUIL.

    Insurance Needs For Blended Families

    Insurance- it may not be the most exciting subject, but it plays a super important role in financial planning. Listen in as Donna, Jim, and Marc discuss the value of having a safety net, especially in a blended family, where both partners bring in assets and responsibilities from previous relationships. If you haven't given much thought to your insurance policies lately, this episode will give you some great items to consider and talk about with your advisor.   Here are the points we discuss in today’s show: 0:00 – Intro 0:42 – Donna and Jim’s experience with life insurance 7:55 – Different reasons for insurance 12:57 – Insurance for blended families   Beneficiary Designations Episode https://sephtonfinancial.com/2023/11/easy-wins-in-personal-finance-part-2/   Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube

    16 min
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À propos

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.

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