Wisdom & Wealth: Financial Clarity For Families in Transition

By Donna Kendrick

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Category: Investing

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Subscribers: 4
Reviews: 0
Episodes: 73

Description

Welcome to Widow, Wisdom & Wealth™ The podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ What does it mean to rebuild a life that feels whole after loss? Rebuilding after loss is not about forgetting—it’s about finding new strength, purpose, and balance for yourself and your family. Through heartfelt stories and practical advice, this podcast offers hope and guidance from those who have walked this path before you. If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity. Meet Donna and Jim Donna, widowed in 2013, raise 3 kids on her own all while shifting careers and building a business. Later, she met Jim, a divorced dad of 3, and they blended their families. Shortly thereafter, Jim lost the mother of his children. Through their stories you’ll hear lessons learned, guidance, as well conversations with others who have walked through widowhood and are now thriving in career, parenthood, and life. They offer inspiration and practical wisdom to help you find strength, healing, and direction in the face of life’s big transitions. Donna is a Certified Financial Planner®, a Certified Divorce Financial Analyst®, and the founder of Sephton Financial in Wyndmoor, Pennsylvania. She is also the author of the Life Stages Financial Guides including A Guide for Widowhood: Navigating the First Three Years and A Guide for Blended Families: Merging Assets and Navigating Financial Challenges. 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.

Episode Date
New! Widow, Wisdom & Wealth: Thriving in Career and Parenthood after loss.
Mar 25, 2025
Transform Your Money Mindset in 2025
Dec 26, 2024
2024's Best Stocking Stuffer: Financial Freedom
Dec 12, 2024
Divorcing In Retirement: 3 Steps You Should Take
Nov 25, 2024
Are You Making Financial Decisions With A Clear Mind?
Nov 12, 2024
Avoiding A Financial Horror Story
Nov 07, 2024
The Top 5 Regrets Of Retirees In Their 70s
Oct 16, 2024
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
Sep 19, 2024
How Kids & Grandkids Influence YOUR Retirement Planning (Part 2)
Sep 05, 2024
How Kids & Grandkids Influence YOUR Retirement Planning (Part 1)
Aug 22, 2024
5 Financial Lies That May Be Holding You Back
Aug 01, 2024
College Planning For Blended Families
Jul 18, 2024
Insurance Needs For Blended Families
Jul 02, 2024
When Is The Right Time To Talk Finance When Dating?
Jun 20, 2024
Mistakes When Choosing A Financial Advisor
Jun 06, 2024
Stay-At-Home Parents: Balancing Family and Finances
May 23, 2024
Your Financial Wellness Check-Up
May 09, 2024
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
Mar 28, 2024
Retirement Planning Is Different For Women: Here’s Why
Feb 15, 2024
Are Your Good Money Habits Holding You Back?
Jan 18, 2024
The Questions You Must Ask Your Financial Advisor
Dec 07, 2023
Easy Wins in Personal Finance (Part 2)
Nov 16, 2023
Easy Wins in Personal Finance (Part 1)
Nov 02, 2023
Exposing Retirement Planning Complaints
Oct 26, 2023
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Oct 12, 2023
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Sep 21, 2023
When It’s Time To Change Financial Advisors (Part 2)
Sep 07, 2023
When It’s Time To Change Financial Advisors (Part 1)
Aug 24, 2023
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
Aug 08, 2023
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
Jul 27, 2023
Counterintuitive Advice - Why You Should NOT Invest In A 401(k)
Jul 13, 2023
Retirement Rebels: Winning Your Financial Independence
Jun 22, 2023
Bad Money Habits Could Spoil Your Retirement Party
Jun 08, 2023
Ep 40: How Age & Wisdom Impact Financial Planning
May 18, 2023
Ep 39: Planning Your Own Fun Funeral with Kyle Tevlin
May 04, 2023
Ep 38: Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Apr 20, 2023
Ep 37: Moving Your Retirement Goalposts: Is It Worth The Risk?
Apr 06, 2023
Ep 36: How an Advisor Tailors to These Personality Types (Part 2)
Mar 16, 2023
Ep 35: How an Advisor Tailors to These Personality Types (Part 1)
Mar 02, 2023
Ep 34: The Incomplete Financial Plan - Don't Let Gaps Threaten Your Financial Security
Feb 16, 2023
Ep 33: What’s Your Biggest Financial Fear?
Feb 03, 2023
Ep 32: Your Estate documents – Know the Basics
Jan 05, 2023
Ep 31: When Your Advisor Feels Like a counselor
Dec 15, 2022
Ep 30: Making Smart Decisions During Major Life Events
Nov 22, 2022
Ep 29: The Retirement Marathon - Finishing The Race
Nov 17, 2022
Ep 28: Warning Signs: How to Spot Problems in Your Financial Life
Nov 03, 2022
Ep 27: Navigating Emotions When Investing
Oct 27, 2022
Ep 26: Getting It Right - Irreversible Financial Decisions
Oct 20, 2022
Ep 25: Can’t Get No Satisfaction... Or Can You?
Oct 13, 2022
Ep 24: Retirement & Divorce – Navigating the Retirement Accounts & Other Assets (Part 2)
Aug 25, 2022
Ep 23: Retirement & Divorce – How Do You Handle Your Home (Part 1)
Aug 11, 2022
Ep 22: Why Retirement Planning Ain’t What It Used To Be
Jul 21, 2022
Ep 21: Spotting Red Flags When Picking An Advisor
Jul 07, 2022
Ep 20: Is Your Advisor an Effective Communicator?
Jun 16, 2022
Ep 19: The Secret to Retirement Success: Getting Out of Your Own Way
Jun 02, 2022
Ep 18: The Retirement Diet - Fixing Unhealthy Financial Habits
May 19, 2022
Ep 17: Investment Terms You Should Know Today
May 05, 2022
Ep 16: Reasons You Should Get Life Insurance
Apr 21, 2022
Ep 15: Celebrating Retirement Birthdays
Apr 07, 2022
Ep 14: Understanding Financial Jargon
Mar 24, 2022
Ep 13: When Guessing at Retirement’s Most Important Questions Goes Wrong
Mar 10, 2022
Ep 12: What is the Most Important Piece of Your Retirement Plan?
Feb 17, 2022
Ep 11: Who Even Needs an Advisor?
Feb 03, 2022
Ep 10: How Children Become Part of The Retirement Discussion
Jan 27, 2022
Ep 9: Retirement Potpourri - Fill in The Blank
Jan 13, 2022
Ep 8: 22 Money Resolutions for 2022 Part 2
Dec 30, 2021
Ep 7: 22 Money Resolutions for 2022 Part 1
Dec 16, 2021
Ep 6: 5 Opportunities for Retirement’s Late Bloomers
Dec 02, 2021
Ep 5: Quit Cutting Corners in Your Finances
Nov 18, 2021
Ep 4: 5 Unexpected Sources of Income
Nov 04, 2021
Ep 3: Living the Dream
Oct 21, 2021
Ep 2: Mind the Financial Gaps
Oct 07, 2021
Ep 1: Introducing Widow, Wisdom, & Wealth with Donna Kendrick
Oct 05, 2021