22 episodes

Welcome to Widow, Wisdom & Wealth™ with Donna Kendrick. On each show, Donna will aim to take 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.

Widow, Wisdom & Wealth with Donna Kendrick Donna Kendrick

    • Business
    • 5.0 • 3 Ratings

Welcome to Widow, Wisdom & Wealth™ with Donna Kendrick. On each show, Donna will aim to take 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.

    Ep 22: Why Retirement Planning Ain’t What It Used To Be

    Ep 22: Why Retirement Planning Ain’t What It Used To Be

    In some ways, retirement planning was easier for past generations. From the loss of pensions to changes in the market retirement planning just isn’t what it used to be. Planning has even changed throughout the past five years. So, what do we need to prepare for that our parents and grandparents didn't?
    We are living longer than ever before and therefore our plans need to support longevity. You have to self-fund for much longer now. Let’s explore how a good financial advisor helps people overcome the additional challenges of today.
    Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
     
    What we discuss today: 
    1:22 – Is retirement planning different?
    3:42 – We are living longer
    7:44 – Interest rates are historically low
    9:42 – Access to information
    12:34 – Is market volatility more pronounced?
    16:13 – The value of having a professional
     
    Get additional financial information: https://sephtonfinancial.com/podcasts/

    • 19 min
    Ep 21: Spotting Red Flags When Picking An Advisor

    Ep 21: Spotting Red Flags When Picking An Advisor

    With current market volatility, you may be thinking of working with an advisor if you’ve been DIYing your retirement up until this point. However, with so many options and information out there what should you look for in an advisor?
    If an advisor seems to work with a lot of clients, you definitely want to make sure they have time to customize and work with you personally. Does your advisor only tell you the good things and ignore the reality of the situation? On today’s episode, we’ll explore a few red flags to consider when looking to work with a new financial professional.
     
    Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
     
    What we discuss today: 
    2:30 – Working with all clients
    6:43 – Everything is going to be okay
    9:16 – Too much jargon
    11:51 – Too complicated
    15:42 – They don’t listen enough
     
    Get additional financial information: https://sephtonfinancial.com/podcasts/

    • 19 min
    Ep 20: Is Your Advisor an Effective Communicator?

    Ep 20: Is Your Advisor an Effective Communicator?

    Having an advisor that effectively communicates to you is essential in understanding your financial plan and the strategy they are helping you build. There are so many ways to communicate these days: in person, through phones, social media, podcasts, etc. Which do you prefer?
    During the pandemic, 41% of advisors, including Donna, increased communication with their clients through zoom and technology. We were all at home, talking with one another on the phone or zoom was how we connected! Donna wants her clients to feel completely comfortable and educated, where clients can connect with her on a regular basis. On today’s episode, we’ll explore the idea of communication and the important role it plays in your retirement plan.
    Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
     
    What we discuss today: 
    0:57 – How are you doing?
    1:29 – 41% increased communication
    4:21 – How did Donna sustain that communication?
    5:09 – Contacting clients at least once a week
    6:46 – Do you want to hear from your advisor often?
    7:44 – What are the different ways to communicate?
    9:04 – What challenges did Donna face with communication?
    11:31 – Are more people coming back in person?
    13:39 – What is Donna’s communication philosophy?  
    15:16 – Newsletters, workshops, podcasts, etc.
     
    Get additional financial information: https://sephtonfinancial.com/podcasts/

    • 20 min
    Ep 19: The Secret to Retirement Success: Getting Out of Your Own Way

    Ep 19: The Secret to Retirement Success: Getting Out of Your Own Way

    So, what is the secret to a successful retirement? Oftentimes, it’s learning to get out of your own way! When the market is volatile, we may be fearful and pull out of investments. On the other hand, sometimes we get too greedy and invest more than we should into a certain product.
    If you’re only making financial decisions based on a tax bill, you are probably leaving yourself open to some blind spots. Don’t get into something simply for a tax advantage, make sure it fits into your whole portfolio. On today’s episode, we’ll explore a few different ways you can get out of your own way in order to have a successful retirement.
    Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
     
    What we discuss today: 
    2:06 – Fear and greed
    3:39 – The client’s blind spot
    4:22 – Just using taxes
    5:53 – Paying versus deferring
    7:03 – Too much cash
    9:34 – Doing nothing
    11:31 – Trusting non-professionals
     
    Get additional financial information: https://sephtonfinancial.com/podcasts/

    • 15 min
    Ep 18: The Retirement Diet - Fixing Unhealthy Financial Habits

    Ep 18: The Retirement Diet - Fixing Unhealthy Financial Habits

    We all know the basics of being healthy: eating well, working out, refraining from processed foods, etc. On today’s episode, we thought it would be fun to compare some common diet tips to retirement planning to help you fix some of those unhealthy financial habits.
    Empty calories are in a lot of different foods, in our finances we can find these in auto-generated plans that aren't customized to your needs. There is a lot of hidden added sugar out there too and this can relate back to those hidden fees in your portfolio. Join us today as we break down various tips for improving your financial health!
    Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
     
    What we discuss today: 
    1:03 – The retirement diet!
    2:47 – Empty calories
    7:17 – Added sugar
    9:55 – Not all fees are bad
    11:37 – Trans fats
    15:31 – Calories and inflation
     
    Get additional financial information: https://sephtonfinancial.com/podcasts/

    • 19 min
    Ep 17: Investment Terms You Should Know Today

    Ep 17: Investment Terms You Should Know Today

    Trying to keep up with news today feels like a 24-hour job. As if the year hasn’t been unpredictable enough, now we have Elon Musk buying Twitter.
    With everything happening, it’s not surprising that markets have reacted by moving up and down even more than usual. If you’ve paid attention to any financial news or information, there are likely a few terms and phrases that you’ve been hearing more than others.
    On this episode, we’re going to discuss these investment terms and help you understand what they mean and why they’re important. From volatility to inflation to recessions, we’ll cover all of the financial news that’s top of mind for many people today.
    Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
     
    What we discuss today: 
    1:35 – Crazy markets recently
    2:21 – Bear vs Bull Market
    4:02 – Volatility
    6:09 – Asset allocation
    8:00 – Diversification
    9:21 – Inflation
    11:14 – Recession
    15:32 – Fiduciary
    18:04 – Suitability
     
    Get additional financial information: https://sephtonfinancial.com/podcasts/

    • 20 min

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