Wisdom & Wealth: Financial Clarity For Families in Transition
By Donna Kendrick
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Category: Investing
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Episodes: 72
Description
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.
| Episode | Date |
|---|---|
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Transform Your Money Mindset in 2025
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Dec 26, 2024 |
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2024's Best Stocking Stuffer: Financial Freedom
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Dec 12, 2024 |
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Divorcing In Retirement: 3 Steps You Should Take
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Nov 25, 2024 |
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Are You Making Financial Decisions With A Clear Mind?
|
Nov 12, 2024 |
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Avoiding A Financial Horror Story
|
Nov 07, 2024 |
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The Top 5 Regrets Of Retirees In Their 70s
|
Oct 16, 2024 |
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Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
|
Sep 19, 2024 |
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How Kids & Grandkids Influence YOUR Retirement Planning (Part 2)
|
Sep 05, 2024 |
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How Kids & Grandkids Influence YOUR Retirement Planning (Part 1)
|
Aug 22, 2024 |
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5 Financial Lies That May Be Holding You Back
|
Aug 01, 2024 |
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College Planning For Blended Families
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Jul 18, 2024 |
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Insurance Needs For Blended Families
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Jul 02, 2024 |
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When Is The Right Time To Talk Finance When Dating?
|
Jun 20, 2024 |
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Mistakes When Choosing A Financial Advisor
|
Jun 06, 2024 |
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Stay-At-Home Parents: Balancing Family and Finances
|
May 23, 2024 |
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Your Financial Wellness Check-Up
|
May 09, 2024 |
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Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
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Mar 28, 2024 |
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Retirement Planning Is Different For Women: Here’s Why
|
Feb 15, 2024 |
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Are Your Good Money Habits Holding You Back?
|
Jan 18, 2024 |
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The Questions You Must Ask Your Financial Advisor
|
Dec 07, 2023 |
|
Easy Wins in Personal Finance (Part 2)
|
Nov 16, 2023 |
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Easy Wins in Personal Finance (Part 1)
|
Nov 02, 2023 |
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Exposing Retirement Planning Complaints
|
Oct 26, 2023 |
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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 |
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When It’s Time To Change Financial Advisors (Part 2)
|
Sep 07, 2023 |
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When It’s Time To Change Financial Advisors (Part 1)
|
Aug 24, 2023 |
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Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
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Aug 08, 2023 |
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Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
|
Jul 27, 2023 |
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Counterintuitive Advice - Why You Should NOT Invest In A 401(k)
|
Jul 13, 2023 |
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Retirement Rebels: Winning Your Financial Independence
|
Jun 22, 2023 |
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Bad Money Habits Could Spoil Your Retirement Party
|
Jun 08, 2023 |
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Ep 40: How Age & Wisdom Impact Financial Planning
|
May 18, 2023 |
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Ep 39: Planning Your Own Fun Funeral with Kyle Tevlin
|
May 04, 2023 |
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Ep 38: Retirement Savings Basics: What’s The Purpose Of All My Accounts?
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Apr 20, 2023 |
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Ep 37: Moving Your Retirement Goalposts: Is It Worth The Risk?
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Apr 06, 2023 |
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Ep 36: How an Advisor Tailors to These Personality Types (Part 2)
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Mar 16, 2023 |
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Ep 35: How an Advisor Tailors to These Personality Types (Part 1)
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Mar 02, 2023 |
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Ep 34: The Incomplete Financial Plan - Don't Let Gaps Threaten Your Financial Security
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Feb 16, 2023 |
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Ep 33: What’s Your Biggest Financial Fear?
|
Feb 03, 2023 |
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Ep 32: Your Estate documents – Know the Basics
|
Jan 05, 2023 |
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Ep 31: When Your Advisor Feels Like a counselor
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Dec 15, 2022 |
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Ep 30: Making Smart Decisions During Major Life Events
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Nov 22, 2022 |
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Ep 29: The Retirement Marathon - Finishing The Race
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Nov 17, 2022 |
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Ep 28: Warning Signs: How to Spot Problems in Your Financial Life
|
Nov 03, 2022 |
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Ep 27: Navigating Emotions When Investing
|
Oct 27, 2022 |
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Ep 26: Getting It Right - Irreversible Financial Decisions
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Oct 20, 2022 |
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Ep 25: Can’t Get No Satisfaction... Or Can You?
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Oct 13, 2022 |
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Ep 24: Retirement & Divorce – Navigating the Retirement Accounts & Other Assets (Part 2)
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Aug 25, 2022 |
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Ep 23: Retirement & Divorce – How Do You Handle Your Home (Part 1)
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Aug 11, 2022 |
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Ep 22: Why Retirement Planning Ain’t What It Used To Be
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Jul 21, 2022 |
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Ep 21: Spotting Red Flags When Picking An Advisor
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Jul 07, 2022 |
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Ep 20: Is Your Advisor an Effective Communicator?
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Jun 16, 2022 |
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Ep 19: The Secret to Retirement Success: Getting Out of Your Own Way
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Jun 02, 2022 |
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Ep 18: The Retirement Diet - Fixing Unhealthy Financial Habits
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May 19, 2022 |
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Ep 17: Investment Terms You Should Know Today
|
May 05, 2022 |
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Ep 16: Reasons You Should Get Life Insurance
|
Apr 21, 2022 |
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Ep 15: Celebrating Retirement Birthdays
|
Apr 07, 2022 |
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Ep 14: Understanding Financial Jargon
|
Mar 24, 2022 |
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Ep 13: When Guessing at Retirement’s Most Important Questions Goes Wrong
|
Mar 10, 2022 |
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Ep 12: What is the Most Important Piece of Your Retirement Plan?
|
Feb 17, 2022 |
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Ep 11: Who Even Needs an Advisor?
|
Feb 03, 2022 |
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Ep 10: How Children Become Part of The Retirement Discussion
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Jan 27, 2022 |
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Ep 9: Retirement Potpourri - Fill in The Blank
|
Jan 13, 2022 |
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Ep 8: 22 Money Resolutions for 2022 Part 2
|
Dec 30, 2021 |
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Ep 7: 22 Money Resolutions for 2022 Part 1
|
Dec 16, 2021 |
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Ep 6: 5 Opportunities for Retirement’s Late Bloomers
|
Dec 02, 2021 |
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Ep 5: Quit Cutting Corners in Your Finances
|
Nov 18, 2021 |
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Ep 4: 5 Unexpected Sources of Income
|
Nov 04, 2021 |
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Ep 3: Living the Dream
|
Oct 21, 2021 |
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Ep 2: Mind the Financial Gaps
|
Oct 07, 2021 |
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Ep 1: Introducing Widow, Wisdom, & Wealth with Donna Kendrick
|
Oct 05, 2021 |