최고 Donna Kendrick 팟캐스트 (2024)

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Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud 21:12

22d ago21:12

21:12

As much as any other threat, recognizing and avoiding scams has become an essential skill, particularly for retirees. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in thi…

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Retirement Planning Is Different For Women: Here’s Why 19:13

2M ago19:13

19:13

As International Women’s Day approaches (March 8), it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face. From career inter…

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Are Your Good Money Habits Holding You Back? 19:56

3M ago19:56

19:56

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? Here’s some of what we discuss in this episode: Ignoring account statements can be beneficial in avoiding overreactions to market fluctuations, but it's importan…

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The Questions You Must Ask Your Financial Advisor 22:34

4M ago22:34

22:34

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. Here are some of the questions we talk about in today’s show: “How do you get paid?”…

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Easy Wins in Personal Finance (Part 2) 16:11

5M ago16:11

16:11

We’re back to wrap up our discussion on easy personal finance wins. While crafting a comprehensive financial plan is crucial, sometimes making minor adjustments in your portfolio can yield significant benefits. Listen in as we share some more powerful strategies to help get your financial house in order. Here’s some of what we discuss in this episo…

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Easy Wins in Personal Finance (Part 1) 15:46

6M ago15:46

15:46

It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start… Here’s some of what we discuss in this episode: Establishing the right amount of yield cash as a financial safety net Cleaning up some ol…

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Exposing Retirement Planning Complaints 19:29

6M ago19:29

19:29

Welcome back to Widow, Wisdom & Wealth! In this episode, we tackle the common complaints that arise during the financial planning process. Whether you feel like your advisor is taking too much risk, your account isn’t growing the way you’d like, or you don’t understand your financial plan, we'll discuss which concerns are well-founded, which are ba…

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Understanding RMDs: A Guide For Retirees & The Soon-to-Retire 15:45

6M ago15:45

15:45

Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. RMDs are a way for the government to collect taxes on your tax-deferred savings, such as traditional IRAs and 401(k)s. In this episode, Donna and Marc break down the basics of RMDs and explain how they are calculated based on your age and…

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Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid 20:07

7M ago20:07

20:07

Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer. This is a topic that’s close to Don…

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When It’s Time To Change Financial Advisors (Part 2) 20:03

8M ago20:03

20:03

In this episode, we’re back to discuss the complex and often emotionally charged process of changing financial advisors. We'll share the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. In part one, we focused on making sure that your financial advisor aligns with your…

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When It’s Time To Change Financial Advisors (Part 1) 15:00

8M ago15:00

15:00

In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. Join us as we demystify the transition process and equip you with the knowledge you need …

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Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2) 21:09

9M ago21:09

21:09

Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we'll explore five more common areas of financial tensions: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Donna work to resolve con…

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Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1) 16:40

9M ago16:40

16:40

Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the mos…

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Counterintuitive Advice - Why You Should NOT Invest In A 401(k) 18:34

9M ago18:34

18:34

Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-prov…

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Retirement Rebels: Winning Your Financial Independence 14:52

10M ago14:52

14:52

Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets requi…

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Bad Money Habits Could Spoil Your Retirement Party 21:14

11M ago21:14

21:14

Picture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because with just a little bit of modification, you can rid some of the worst money habits fro…

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Ep 40: How Age & Wisdom Impact Financial Planning 18:59

11M ago18:59

18:59

Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where you are in life, your financial goals and priorities will change over time, and it's important to have a plan that reflects your unique needs. In this episode, we'll explore the ways in which a…

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Ep 39: Planning Your Own Fun Funeral with Kyle Tevlin 29:49

12M ago29:49

29:49

We are excited to have Kyle Tevlin, the founder, and creator of I Want a Fun Funeral, join us today. Kyle was inspired to create this unique funeral planning service after attending several funerals that left her feeling underwhelmed and disheartened. She noticed that many of these events felt somber and lacked the personal touch that she believed …

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Ep 38: Retirement Savings Basics: What’s The Purpose Of All My Accounts? 19:01

1y ago19:01

19:01

Are you aware that not all retirement accounts are created equal? In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and more. We’ll help you weigh the pros and cons of each and give you insights into the purposes they serve so that you can make informed decisions for your retirement plan. …

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Ep 37: Moving Your Retirement Goalposts: Is It Worth The Risk? 17:30

1y ago17:30

17:30

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning and most of the time to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts. Here’s some of wha…

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Ep 36: How an Advisor Tailors to These Personality Types (Part 2) 19:18

1y ago19:18

19:18

Welcome to part two of our discussion about personality types and how your financial advisor should work with you. Last time we covered four different personality types, and we’ll be continuing that theme today with the remainder of our financial personalities. Most people fit into one of 8 personality categories. Find out which one best describes …

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Ep 35: How an Advisor Tailors to These Personality Types (Part 1) 19:47

1y ago19:47

19:47

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? In this episode, we'll tackle the question of whether an advisor should tailor a plan to fit your personality. We'll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more…

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Ep 34: The Incomplete Financial Plan - Don't Let Gaps Threaten Your Financial Security 17:28

1y ago17:28

17:28

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. On this episode, we'l…

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Ep 33: What’s Your Biggest Financial Fear? 17:44

1y ago17:44

17:44

In this episode, we’ll discuss five of the most common financial fears that come up in our conversations with retirees and pre-retirees. When you have one of these fears, what can you do to address them? Donna will tell you what approach we take with clients and how proper planning can alleviate much of the worry. Here’s some of what we’ll discuss …

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Ep 32: Your Estate documents – Know the Basics 35:04

1+ y ago35:04

35:04

Today’s guest is Mark Davis. Mark is an estate lawyer with the law office, Connor Elder Law in Lafayette Hill. He has over 20 years of experience in the field of aging and disability services as a legal and public policy advocate. In this episode, we will discuss important aspects of estate planning. Mark shares his wisdom with us, from how to choo…

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Ep 31: When Your Advisor Feels Like a counselor 17:29

1+ y ago17:29

17:29

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session. On this episode, we’ll share: Discussing career difficulties with your advisor. (5:27) Does money stress you out? (7…

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Ep 30: Making Smart Decisions During Major Life Events 20:57

1+ y ago20:57

20:57

You need to make smart decisions during major life events, and we are here to help guide you. Whether it's a job change or divorce, we recommend taking three months to work everything out. Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decis…

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Ep 29: The Retirement Marathon - Finishing The Race 15:14

1+ y ago15:14

15:14

Getting through retirement can be a lot like running a marathon. From planning and preparation to a proper diet, a lot of these skills work in both worlds. With marathons, you don’t want to start to fast and tire yourself out before the finish. The same can be said for spending your retirement money. Today we’ll share some of the similarities of ge…

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Ep 28: Warning Signs: How to Spot Problems in Your Financial Life 20:36

1+ y ago20:36

20:36

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. You might have watched your parents retire in their early 60s and think that’s how it should still be fo…

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Ep 27: Navigating Emotions When Investing 20:36

1+ y ago20:36

20:36

Emotions play a big part in investing. They often dictate where you put your money, when you move your money, and whether or not you ask for help. Today we will be touching on some of the more common emotions investors may experience as they plan for retirement. Market volatility has been stirring up a lot of less-than-pleasant feelings among inves…

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Ep 26: Getting It Right - Irreversible Financial Decisions 15:44

1+ y ago15:44

15:44

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone. Here’s some of what you’ll learn in this episode: What happens if you take social security early, then…

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Ep 25: Can’t Get No Satisfaction... Or Can You? 13:45

1+ y ago13:45

13:45

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. Here’s some of what you’ll learn in this episode: How bucket planning can help you continue to…

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Ep 24: Retirement & Divorce – Navigating the Retirement Accounts & Other Assets (Part 2) 16:51

1+ y ago16:51

16:51

Going through a divorce at any age is difficult but doing it near or in retirement adds all sorts of additional complications. On part two of this conversation, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce when it comes to other assets besides the house. Here’s some of what you’ll learn on this episod…

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Ep 23: Retirement & Divorce – How Do You Handle Your Home (Part 1) 17:59

1+ y ago17:59

17:59

Going through a divorce at any age is difficult but doing it near or in retirement adds all sorts of additional complications. On this episode, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce. Divorcee are often in a more complicated financial situation than many of the widows and widowers we work with. …

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Ep 22: Why Retirement Planning Ain’t What It Used To Be 19:38

1+ y ago19:38

19:38

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 ther…

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Ep 21: Spotting Red Flags When Picking An Advisor 19:17

2y ago19:17

19:17

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 …

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Ep 20: Is Your Advisor an Effective Communicator? 20:54

2y ago20:54

20:54

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 communic…

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Ep 19: The Secret to Retirement Success: Getting Out of Your Own Way 15:39

2y ago15:39

15:39

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 …

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Ep 18: The Retirement Diet - Fixing Unhealthy Financial Habits 19:19

2y ago19:19

19:19

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…

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Ep 17: Investment Terms You Should Know Today 20:18

2y ago20:18

20:18

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 …

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Ep 16: Reasons You Should Get Life Insurance 18:37

2y ago18:37

18:37

Life insurance can be intimidating for a lot of reasons but it has changed a lot over the years. On today’s episode, we are going to explore some important reasons you may want to consider life insurance and what factors you should consider when making this important decision. If you have a family, you really need to consider income replacement. Do…

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Ep 15: Celebrating Retirement Birthdays 19:07

2y ago19:07

19:07

In retirement planning, there are some big birthdays you need to keep in mind. When you turn 50, the government allows you to put additional catch-up contributions into your retirement accounts. This is a great way to save more if you feel the need to. A lot of people are unaware that when you turn 55 you can take withdrawals from your 401(k) witho…

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Ep 14: Understanding Financial Jargon 15:17

2y ago15:17

15:17

The financial industry is full of jargon and designations that can be confusing to navigate. Do you know the difference between an IAR and an RIA? What is a CFP or a Series 66? Donna herself is an IAR financial professional, meaning she can help clients with solutions that may be a better fit for widows or widowers. She’s also a CFP, a certified fi…

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Ep 13: When Guessing at Retirement’s Most Important Questions Goes Wrong 14:59

2y ago14:59

14:59

How can guessing at retirement planning go wrong? On today’s show, we’ll discuss some of the major areas in retirement planning you don’t want to guess at. Do you know how much income you’ll need on a monthly basis? Guessing can leave you without enough money to cover your expenses in the future. Do you know what major purchases you will need in re…

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Ep 12: What is the Most Important Piece of Your Retirement Plan? 18:19

2y ago18:19

18:19

What are the most important parts of your retirement plan? It’s great to make fun decisions regarding what you want to do in retirement, but are you also planning for how much time in retirement you’ll have? We don’t want you to outlive your money. The best time to start saving is now. It’s great to know how much you want to spend in retirement; ho…

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Ep 11: Who Even Needs an Advisor? 16:37

2y ago16:37

16:37

A lot of people have been DIYing their financial plan, especially during the past decade when the market has been relatively good. But that won’t always be the case and having an advisor can help you navigate market downturns and prevent you from making emotional financial decisions. So, who needs an advisor? Well, most of us. Maybe you are too muc…

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Ep 10: How Children Become Part of The Retirement Discussion 20:13

2y ago20:13

20:13

Family budgets, college, weddings, there is a lot to consider financially when it comes to our kids. On today’s episode, we are going to discuss the role our kids play in our retirement plan. If you have children and depending on their ages, you’ve probably thought about this before. If you have your kids later in life, you may be looking at these …

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Ep 9: Retirement Potpourri - Fill in The Blank 15:39

2+ y ago15:39

15:39

It’s time for some fill-in-the-blank questions with Donna! What is the best way to be sure you won’t run out of money in retirement? If you hit retirement and you don’t have a plan in place, you will never know how much you can afford. You don’t want to outlive your money. What do most clients worry about when they first come to visit an advisor? R…

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Ep 8: 22 Money Resolutions for 2022 Part 2 19:37

2+ y ago19:37

19:37

With only a few days left in 2021, we are continuing our countdown of 22 money resolutions for 2022. Have you checked your credit lately? This is easy and free. Doing so can show you exactly where your debt stands. Check your fees in the new year. This can relate to your investments or your subscription services. Or share your knowledge with loved …

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Ep 7: 22 Money Resolutions for 2022 Part 1 21:22

2+ y ago21:22

21:22

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 benef…

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