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Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss

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Manage series 2991025
Donna Kendrick에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Donna Kendrick 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.
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75 에피소드

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icon공유
 
Manage series 2991025
Donna Kendrick에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Donna Kendrick 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.
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Feeling overwhelmed with your finances or just want to get and be organized for you and your loved ones? Here we have 5 simple steps for you to get your financial house in order. These are the steps that helped me get my life in order after the loss of my first husband when I entered widowhood. I feel it's important to share becuse it is truly the foundation the set me on my journey. If you'd like to join the 6-week email challenge and have each step delivered to your inbox each week to help you get your financial house in order, then sign up here: https://www.donnajeankendrick.com/challenge-financial-house-in-order This is the NEW Widow, Wisdom & Wealth™ podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. 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. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/…
 
On this episode, I am my first guest. Me, Donna Kendrick, and how I went from widowhood to business owner to blended family - I'm sharing my story to help others thrive in carrer and parenthood after loss. This is the NEW Widow, Wisdom & Wealth™ podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. 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. Interested in being a guest? Submit a request to join us and share your story: widowwisdomwealth.com…
 
Welcome to the NEW 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. 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. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/…
 
As the year comes to a close, many of us are making resolutions moving into 2025. So why not focus on our money mindset as well? Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed about money, this episode is packed with actionable strategies to help you think differently and achieve financial comfort. We'll address common negative thoughts about money, and Donna will share ways to reframe those limiting beliefs. Tune in and let’s transform our money mindset in 2025! Here are the points we discuss in today’s show: 0:00 – Intro 2:33 – Donna’s tips for changing your mindset 3:47 – “Debt is ruining my life” 4:46 – “I don’t earn enough to save or invest” 8:03 – “Taxes are so complicated and eat up my income” 10:28 – “I’m terrible with money because I made bad choices” 14:19 – “Investing is too risky and complicated” 17:08 – “I’m too late to start saving for retirement” Resources for this episode: Donna’s book, A Guide to Widowhood + other resources https://www.donnajeankendrick.com/a-guide-for-widowhood Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube…
 
It’s hard to believe the holiday season is here! While you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and plan for the future you deserve. Here are the points we discuss in today’s show: 0:00 – Intro 1:40 – Maxing out your retirement contributions 3:39 – Diversifying your investments 5:42 – Reviewing your Social Security strategy 6:24 – Consolidating old retirement accounts 7:59 – Revisiting your estate plan 9:07 – Boosting your emergency fund 10:30 – Scheduling a financial checkup 11:23 – Considering Roth conversions 13:39 – Automating bill payments and savings contributions 15:08 – Reviewing your insurance coverage gaps or overlap Resources for this episode: Donna’s book, A Guide to Widowhood + other resources https://www.donnajeankendrick.com/a-guide-for-widowhood Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube…
 
Navigating the transition of divorce can be challenging, especially when it occurs right before or during retirement. That’s why this week on Wisdom and Wealth , we’re going to share 3 immediate steps you’ll want to take during this pivotal time: first, understanding your flow of income; second, evaluating your net worth; and third, updating your beneficiary designations. In moments like divorce, having the right team by your side can make all the difference. Tune in for valuable tips on seeing the big picture, avoiding costly mistakes, and navigating these life-changing decisions with confidence. Here are the points we discuss in today’s show: 0:00 – Intro 2:10 – Figuring out your flow of income 5:31 – Understanding your net worth 8:24 – A beneficiary review 10:50 –Social Security benefits + Final takeaways Resources for this episode: Donna’s book, A Guide to Widowhood + other resources https://www.donnajeankendrick.com/a-guide-for-widowhood Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube…
 
Are you making decisions about your money with a clear mind? Or are you financially ‘impaired?’ December is National Impaired Driving Prevention Month, so with that right around the corner, we’re exploring the surprising parallels between dangerous driving habits and risky financial choices. Here are the points we discuss in today’s show: 0:00 – Intro 3:16 – Clouded judgment in financial decisions 5:01 – Losing sight of long-term goals 9:50 – The danger of an inconsistent approach 11:49 – The importance of a roadmap Resources for this episode: Donna’s Books https://www.donnajeankendrick.com/books Donna’s Website https://sephtonfinancial.com/ Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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…
 
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