Shows
The Life Shift: Real Stories of Life-Altering MomentsWhen the Unthinkable Happens: Donna Kendrick on Widowhood and Moving ForwardWhat do you do when your life changes in an instant?When Donna Kendrick lost her husband to suicide, she was left standing at a painful crossroads – three young kids, a new house, and a future she could no longer picture. But by the light of a backyard bonfire, she made a vow: this would not be the end of her story.In this honest and deeply human conversation, Donna shares how she navigated grief, rebuilt her life, and created a purpose-filled path for her family. Through heartbreak, she discovered strength she didn’t know she...2025-07-1551 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossNavigating Career Change in WidowhoodIn this episode of Widow Wisdom and Wealth, Donna Kendrick and her husband Jim reflect on the challenges of navigating parenthood and career after the loss of a spouse. They discuss managing grief, children's emotions, and the nuances of whether certain behaviors are grief-appropriate or age-appropriate. The conversation also delves into their personal experiences: Jim stepping back from his career to raise his kids and help start Donna's financial practice, and Donna rebuilding her career after her late husband’s death. The episode offers insights into balancing immediate needs with long-term planning, the importance of slow...2025-07-0920 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossDecisions of the Heart: Helen Bernie on Managing Finances, Family, and Blending LivesDecisions of the Heart: Helen Bernie on Managing Finances, Family, and Blending Lives | Widow Wisdom and Wealth In this episode of the Widow Wisdom and Wealth podcast, host Donna Dean Kendrick interviews Helen Bernie, a divorcee, small business owner, and health coach. Helen shares her journey of managing her business through a divorce, blending families, and navigating finances in a new relationship while raising four kids. Listen to Helen talk about the importance of proportional income splits and decision-making in relationships, and learn how she expanded her career amidst personal changes and the COVID-19 pandemic...2025-06-2433 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossBalancing Parenthood, Career, and Financial Growth: Insights from Audrey FaustIn this episode of Widow Wisdom and Wealth, we dive deep into balancing career and parenthood after experiencing loss. Donna introduces business professional Audrey Faust, a CFO with unique methods that blend financial expertise and personal development. Audrey shares invaluable insights on entrepreneurship, from the importance of separating personal and business finances to strategies for scaling a business. Alongside discussing key financial strategies, Audrey highlights the role of money mindset and manifesting success, revealing how she integrates these concepts into her coaching. The episode is packed with practical advice and empowering stories for sole parents...2025-06-1036 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossOur Story of Blending Families: Meet My Husband and Co-Host JimIn this episode of Widow Wisdom and Wealth, I, Donna, will introduce my co-host and husband, Jim. We’ll discuss Jim's experience as a widower, his divorce, and the recent passing of his first wife and we’ll also explore our own unique journey, including how we met and how we have balanced careers and family life. 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...2025-05-1330 min
Take Back Retirement111: From My Way to Our Way: Financial Planning for Blended Families with Donna Kendrick"In a blended family, fairness and mutual understanding are key, especially when navigating the complexities of prenuptial and postnuptial agreements.” -Donna Kendrick Navigating love after loss or divorce comes with a host of emotional and financial complexities, especially when blending families. Our hosts, Stephanie McCullough and Kevin Gaines, speak with Donna Kendrick, a financial planner who has lived through these transitions herself. After losing her husband unexpectedly, Donna rebuilt her life and career with a mission to help families in flux—widows, divorcées, and newly blended households. She s...2025-04-3042 min
The Fabienne ShowScaling With Heart: How Donna Kendrick Transformed Loss Into TriumphIf you’re looking for a big boost of hope and heart, look no further. In this incredibly heartfelt and empowering episode, I sit down with the remarkable Donna Kendrick, founder of Stetson Financial and a Boldheart member who turned unimaginable loss into a life of purpose, service, and exponential business success.Donna shares the story of how she unexpectedly became a young widow and how that devastating moment set her on a path to completely rebuild her life and career. She opens up about transitioning from survival to service, and how she combined strategy, mindset work, an...2025-04-2543 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossFrom Widowhood to Blended Family and Me As My First Guest, Donna KendrickOn 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 unce...2025-04-1528 min
Close the Chapter Podcast with Kristen Boice305. A Guide for Blended Families: Finances and Emotions with Donna KendrickIn this episode, Kristen sits down with Donna Kendrick, a certified financial planner and founder of Sephton Financial, to discuss the challenges of blended families. They explore the financial, emotional, and logistical aspects of making it work. www.donnajeankendrick.com Check out Donna Kendrick’s' books through these Amazon affiliate links: A Guide to Widowhood Workbook: A Companion Book Filled With 14 Helpful Checklists And Questionnaires To Help You Navigate This Transition - https://amzn.to/4jul1Qx A Guide for Blended Families: Merging Assets and Navigating Financial Challenges (Life Stages Financial Guid...2025-02-1948 min
The Mourning Coffee PodcastEpisode 33: Grief and Your Finances with Donna KendrickAfter the sudden loss of her first husband in 2013, Donna Kendrick navigated the complexities of widowhood while raising three young children. That experience inspired her to pursue a career in financial planning, dedicated to supporting families through major life transitions. Donna is now a CERTIFIED FINANCIAL PLANNER™ practitioner, founder of Sephton Financial, and author of the #1 Amazon Best Seller A Guide to Widowhood: Navigating the First Three Years, and hear latest book, A Guide for Blended Families: Merging Assets and Navigating Financial Challenges. You can find Donna at https://donnajeankendrick.com***To pu...2025-02-1644 min
Just Wanted to AskDonna Kendrick - Financial Wisdom and Navigating Life's TransitionsHere's what to expect on the podcast:Donna's personal journey from widowhood to becoming a financial planner.How does Donna support families going through major life transitions?The importance of financial planning that addresses both emotional and practical needs during life transitions.The unique challenges of managing finances during widowhood, divorce, and in blended families.And much more! About Donna:In 2013, Donna’s husband passed away unexpectedly, and she found herself suddenly navigating widowhood with three young children. After getting things settled with her kids and their new life, she made the decision to...2025-02-0336 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossTransform Your Money Mindset in 2025As 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: ...2024-12-2621 min
Brave Widow ShowBW 128: Widowhood, a Blended Family, and Finances: Life Lessons with Donna KendrickEmily sits down with returning guest Donna Kendrick, CFP®, author, and founder of Sephton Financial.
After losing her husband suddenly in 2013, Donna navigated the complexities of widowhood while raising three young children.
Today, she helps families in transition make sense of their financial futures.
Donna shares her journey of grief, healing, and resilience, including the challenges of blending families and the lessons she’s learned about financial planning and creating a joyful new life.
Highlights:
Overcoming the financial and emotional challenges of unexpected...2024-12-1233 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss2024's Best Stocking Stuffer: Financial FreedomIt’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 ...2024-12-1218 min
THE RISE with Sara ConnellThe Wealth-Worth Connection feat. Donna KendrickAccess your high profit Financial Strategy for Thought Leaders in 2025 with top financial advisor Donna Kendrick Key Topics: The 3 moves you want in place to grow your wealth in 2025 The surprising strategy that will likely yield more than your top market investment How to have FUN while building wealth Connect with Donna https://www.donnajeankendrick.com/ & See her “prosperous purchase” of 2024 https://www.instagram.com/donnajeankendrick/ If you want to grow your wealth with me on social media, join the Secret Visibility Project here: https://www.saraco...2024-12-0525 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossDivorcing In Retirement: 3 Steps You Should TakeNavigating 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 a...2024-11-2513 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossAre You Making Financial Decisions With A Clear Mind?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...2024-11-1215 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossAvoiding A Financial Horror StoryIn 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 point...2024-11-0716 min
The Unforget Yourself ShowFinancial GRIT, Gratitude-Reslience-Integrity-Tenacity with Donna KendrickDonna Kendrick is a financial planner for families in transition to provide financial planning and asset management services for those in widowhood, divorce, blended families among others. And also the Author of "A Guide to Widowhood: Navigating the First Three Years (with your heart, soul, and finances intact)", podcast host of "Widow, Wisdom, and Wealth", and is a "Grief Recovery Specialist".Here’s where to find more:https://sephtonfinancial.comhttps://www.facebook.com/Sephton-Financial-LLC-100589531785379https://www.instagram.com/sephton_financial_llchttps://www.linkedin.com/in/donna-kendrick...2024-08-2930 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After Loss5 Financial Lies That May Be Holding You BackWe’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 vers...2024-08-0121 min
Just DeW ItNavigating the Unexpected: Financial Planning for Transitioning Families, featuring Donna KendrickIn the face of an unexpected personal tragedy, how can you bounce back and take control of your finances? In this episode of the Just DeW It podcast, Anne Duffy chats with Donna Kendrick, the inspiring force behind Sephton Financial. Donna’s journey into entrepreneurship came after the sudden loss of her husband, and she recounts how this life-altering event propelled her to help other families tackle financial transitions. Hear Donna’s heartfelt story, as she opens up about returning to the U.S. from Rome, raising her children single-handedly, and turning grief into a mission to aid widows, divor...2024-07-2429 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossInsurance Needs For Blended FamiliesInsurance- 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 experie...2024-07-0216 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossWhen Is The Right Time To Talk Finance When Dating?Talking about finances in a dating relationship can be daunting, but it’s an important part of building a strong, transparent, and trusting partnership. So, when is the right time to discuss money matters with your partner? Should you discuss your financial status early on or wait until the relationship is more serious? Donna and Jim are here to share tips from their personal experiences and a financial planning perspective. Here are the points we discuss in today’s show: 0:00 – Intro 2:33 – Donna and Jim’s personal experience 6:24 – When and how...2024-06-2021 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossMistakes When Choosing A Financial AdvisorChoosing a financial advisor can feel daunting, especially when you're not sure what to look for or what questions to ask. In today’s episode, we’re going to cover some of the critical mistakes people make when they’re on the hunt for the perfect match. Listen in as Donna shares her personal experiences as a widow searching for a financial advisor and offers valuable insights for anyone in a similar situation! Here are the points we discuss in today’s show: 0:00 – Intro 2:31 – Personal referrals and advisor specializations 7:00 – Asking how an a...2024-06-0621 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossStay-At-Home Parents: Balancing Family and FinancesDonna and her husband, Jim, have both navigated the path of stay-at-home parenting and are no strangers to what it looks like to manage finances during family transitions. We’re excited to officially welcome Jim onto the podcast for the first time in today’s episode. Together, Donna and Jim will share their unique perspectives on the emotional and financial implications of stepping away from the workforce to be stay-at-home caregivers. One of the episode's key takeaways is the importance of communication within relationships, particularly concerning finances. Open and honest conversations between partners are crucial whether it's disc...2024-05-2322 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossYour Financial Wellness Check-UpJust like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. In today’s episode, Donna gives us a glimpse at what financial wellness checkups look like at Sephton Financial. Here are the points we discuss in today’s show: 0:00 – Intro 1:02 – Reviewing your goals 3:04 – Checking your “vitals” 5:40 – Building financial immunity 7:18 – Screening your portfolio 9:13 – Debt diagnosis 11:41 – Preventative measures Get additional financial information: https://sephtonfinancial...2024-05-0920 min
STORYTELLHER11 - Donna Kendrick - In Good Company: The Impact of Positive ConnectionsHere are the things to expect in the episode:A story of breaking free from the feeling of being “stuck.”You don’t always have to work hard for the things you want in life!The value of communication and setting boundaries.Making the decision to remarry. It’s not only emotional but also financial!And much more! About Donna:It all began in 2013 when Donna’s husband passed away unexpectedly, and she found herself suddenly navigating widowhood with three young children. After getting settled in their new normal, Donna made the decision to relaunch...2024-02-2628 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossRetirement Planning Is Different For Women: Here’s WhyAs 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 interruptions to the impact of higher debt burdens, this is why retirement planning is different for women. Here are the points we discuss in today’s show: Career interruptions that women often face and how this impacts r...2024-02-1519 min
STORYTELLHER3 - Donna Kendrick - Rewriting Worth: A Journey to Self-ValueAbout Donna:It all began in 2013 when Donna’s husband passed away unexpectedly, and she found herself suddenly navigating widowhood with three young children. After getting settled in their new normal, Donna made the decision to relaunch her career into the role that she had found so impactful during that time of transition for her family: financial planning. She made it her mission to support families in transition. Connect with Donna Kendrick!Website: https://sephtonfinancial.com/LinkedIn: https://www.linkedin.com/in/donna-kendrick/Facebook: https://www.facebook.com...2024-02-0511 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossAre Your Good Money Habits Holding You Back?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 important to periodically check them to stay informed about your financial situation and unexpected changes Finding a balance between financial discipline and enjoying life's moments Being patient in entering the stock market can help avoid irrational decisions, but waiting too long...2024-01-1819 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossThe Questions You Must Ask Your Financial AdvisorHave 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?” “What does your typical client look like?” “What is your investment philosophy?” “Do you have a particular strength or specialty?” “Do you provide educational resources?” "Will I be working with you, someone on your team, or both?" Get...2023-12-0722 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEasy Wins in Personal Finance (Part 2)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 episode: Analyzing the tax efficiency of your investments Regularly reviewing and updating beneficiary designations Rebalancing your investment portfolio Accurately assessing and funding your emergency fund by tracking your spending patterns The benefits of automating your savings 2023-11-1616 min
My Perfect FailureNavigating Widowhood: Wisdom from Donna KendrickMPF Discussion with Donna KendrickNavigating Widowhood: Wisdom from Donna Kendrick About DonnaDonna Kendrick will never forget that “Omgosh, what just happened?!?!” moment when she discovered her husband Greg passed away suddenly in November 2013. During her time of grieving Donna quickly realized that she had stepped into a new role overnight, one where she had to take control of her family’s finances in order to keep life consistent for her and her kids. Important family decisions came on real soon and r...2023-11-1253 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEasy Wins in Personal Finance (Part 1)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 old life insurance policies Consolidating retirement accounts when changing jobs to maintain control and stay organized Reconsidering managed accounts to ensure that they are actively managed and offer value for the fees paid Revi...2023-11-0215 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossExposing Retirement Planning ComplaintsWelcome 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 based on misconceptions, and offer insight on how retirees can best navigate their financial future. Here’s some of what we discuss in this episode: If you feel like your advisor is taking too much risk, it’s impo...2023-10-2619 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossUnderstanding RMDs: A Guide For Retirees & The Soon-to-RetireAre 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 account balance. Listen in as we share strategies to potentially avoid them and understand the risks of not preparing in advance. And for those fortunate to not rely on RMDs for income, we'll explore impactful ways...2023-10-1215 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossNavigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid 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 Donna, having lost her husband in 2013 and facing many of the challenges we’re talking about in this episode. So we’ll explore actionable strategies to address these issues, such as the importance of life in...2023-09-2120 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossWhen It’s Time To Change Financial Advisors (Part 2) 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 needs and goals. In this episode, we talk through what the transition to a new advisor looks like. Here are some key takeaways from this episode: When switching advisors, inform your current adv...2023-09-0720 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossWhen It’s Time To Change Financial Advisors (Part 1) 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 to make informed decisions about who is best suited to guide your financial future! Here are some key takeaways from this episode: Many people form strong emotional connections with their financial advisors. However, i...2023-08-2415 min
Women & Money: The Shit We Don't Talk About!Finding Financial Strength In Widowhood with Donna KendrickSend us a textJoin us for a powerful conversation with Donna Kendrick, a certified financial professional with Sefton Financial, certified divorce financial analyst, and author of the book “A Guide To Widowhood: Navigating The First Three Years.” Donna's passion lies in supporting widows through their financial journey. Having personally experienced the loss of her husband, she brings a unique perspective and empathy to her work, helping women navigate the challenging road of widowhood.In this episode, Donna shares her journey through widowhood and how she turned this experience into a mission to empower women faci...2023-08-1029 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossTill Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2) 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 conflicts in these areas as they arise. Here’s some of what we’ll discuss in this episode: Agreeing on the right amount to have in an emergency fund. (3:06) Being on the same page about charitable contributions. (7:02) Deciding what to do with an inheritance. (10:25) Having pro...2023-08-0821 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossTill Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1) 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 most common financial sources of tension between couples. Here’s some of what we’ll discuss in this episode: What level of risk should you take in your portfolio? (2:38) Deciding on the best age to retir...2023-07-2716 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossCounterintuitive Advice - Why You Should NOT Invest In A 401(k)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-provoking episode as we dissect the reasons why someone should NOT invest in a 401(k). Here’s some of what we’ll discuss in this episode: If your employer does not offer matching contributions, there are many other...2023-07-1318 min
Book Chat LiveBCL Season 3 Episode 3: Donna Kendrick
In this show we interview Donna Kendrick about her favourite books.
Find a list of her books here:
https://www.amazon.com/shop/stonehampress/list/1Z1YXRNX8LQL?ref_=azlv_chn_strfrnt_dt_hb
2023-07-0456 min
Real Talk with Life After Grief ChrisSuper Survivor Donna Kendrick CFP®, CDFA®Send us a textI am pleased to introduce Super Survivor Donna Kendrick. Donna was widowed in 2013. Remarkably, she made Super Survivor status in her plight to make life easier for other widows after her own experience. Donna found life after grief when she found new love and remarried in 2022. She now enjoys an expanded family with six children. Donna focuses on helping families in transition. Donna has many resources available including her podcast, Widow Wisdom and Wealth. She has a very intriguing financial biases survey, which has extended downloads available. She also delivers...2023-06-2945 min
Grief and Rebirth: Finding the Joy in LifeDonna Kendrick: When She Eventually Learned That She Was Able To Successfully Handle The Incredible Challenges That Had Come Into Her Life After The Sudden, Traumatic Loss Of Her Husband To Suicide, She Recreated Her Career So That She Could Help Families Survive Widowhood With Their Heart, Soul, And Finances IntactDonna Kendrick is a certified financial planner practitioner, a Grief Recovery Method Specialist, and the author of the Amazon #1 bestseller titled “A Guide to Widowhood: Navigating the First Three Years”, which provides a financial roadmap to surviving the first three years of widowhood with a person’s heart, soul, and finances intact.In 2013, at age 40, Donna lost her husband of 13 years, who had taken his own life. Although she was educated, smart, organized, and financially savvy, Donna was emotionally crushed. She spent the next few years pulling herself together and raising her three young children...2023-06-2847 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossRetirement Rebels: Winning Your Financial Independence 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 required for these battles! Here’s some of what we’ll discuss in this episode: Are you saving enough to afford your own long-term care and using Social Security well? (1:34) Not having to rely on your k...2023-06-2214 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossBad Money Habits Could Spoil Your Retirement Party 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 from your life and set yourself up for retirement success. Tune in to this episode and develop healthy financial habits that pave the way for a secure future! Here’s some of what we’ll di...2023-06-0821 minClose the Chapter Podcast with Kristen Boice216. How to Work Through Finances After a Loss or Transition with Donna KendrickIn this episode, Kristen talks with Donna Kendrick, a financial planner and author who specializes in helping widows and widowers navigate the financial aspects of their loss. They discuss the importance of addressing the shame and fear associated with finances and providing resources and support for those going through grief and transition. www.widow-wisdom.com Subscribe and Get a free 5-day journal at www.kristendboice.com to begin closing the chapter on what doesn’t serve you and open the door to the real you. This information is being provided to you for edu...2023-06-0740 min
Brave Widow ShowBW 032: Juggling Motherhood, Widowhood, and Going back to school with Donna KendrickIn episode 32 of the Brave Widow Show, I get to talk with Donna Kendrick (@widowandwisdom).
Donna is someone who lost her husband nearly 10 years ago, and she's done a lot of work to give back to the widow and the grief communities, and I think you'll agree after watching this episode that she's just a lovely person, so I think you'll really enjoy the episode today.
Donna's husband, Greg passed away suddenly in November, 2013, and during that time of grieving, she had to take control of her family's finances and learn how to navigate this...2023-05-2332 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 40: How Age & Wisdom Impact Financial Planning 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 age and wisdom impact financial planning strategies and provide practical tips and insights to help you make informed decisions about your finances. Here’s some of what we’ll discuss in this episode: How our views...2023-05-1818 min
Where's The Grief?Author and Financial Planner Donna KendrickIn this episode, I talk with Author Donna Kendrick, about her book "A Guide to Widowhood – Navigating the First Three Years." After her husband Greg died by suicide, Donna shifted her financial planning skills to help newly bereaved widows and widowers. We talk about how important it is to integrate our loss so we can move forward, especially when we are literally integrating people in our lives. Follow Donna online at Widow-wisdom.com or on IG @widowandwisdom2023-05-111h 16Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 39: Planning Your Own Fun Funeral with Kyle Tevlin 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 would better honor the lives of those being remembered. This inspired her to launch her business, a service that helps people plan personalized and creative funerals for themselves. In this episode, Kyle shares her insights on new funeral trends, e...2023-05-0429 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 38: Retirement Savings Basics: What’s The Purpose Of All My Accounts? 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. Here’s some of what we’ll discuss in this episode: Pros and cons of 401(k)s, 403(b)s, and 457 plans. (1:36) Pros and cons of traditional and Roth IRAs. (4:29) Pros and cons of HSAs and...2023-04-2019 min
Walk Through Grief with GraceNavigating Widowhood with Donna KendrickHave you recently lost a spouse? Or do you have a loved one who was recently widowed? In this episode, Grief Recovery Specialist, Author, and Financial Planner Donna Kendrick joins Jenn to share the shock of suddenly losing her husband Greg in 2013 and her journey to helping other widows and widowers feel more in control and less alone. In the decade since her husband’s passing, Donna has brough love back into the financial planning industry to help people through times of transition and gives back to her community through sharing the tools of the Grief Recovery Method. Listen to...2023-04-1242 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 37: Moving Your Retirement Goalposts: Is It Worth The Risk? 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 what we’ll discuss in this episode: The risk of waiting for a certain number in the bank before implementing your investment strategy. (2:15) How the “I’m going to get serious about saving next year” attitud...2023-04-0617 min
Your Self Care PrescriptionEP 89: Guide to Widowhood ft Donna Kendrick"There are no rules, there's no right or wrong, it's okay to be with you!" -Donna Kendrick Donna Kendrick will never forget that “Omgosh, what just happened?!?!” moment when she discovered her husband Greg passed away suddenly in November 2013. During her time of grieving Donna quickly realized that she had stepped into a new role overnight, one where she had to take control of her family’s finances in order to keep life consistent for her and her kids. Important family decisions came on real soon and real quick, and Donna had to figure out how to nav...2023-04-0442 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 36: How an Advisor Tailors to These Personality Types (Part 2) 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 you and what that means when it comes to financial planning. Here’s some of what we’ll discuss in this episode: Are you a silo stocker? (2:03) Are you an odd couple when it comes to finances? (6:28) Are you a g...2023-03-1619 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 35: How an Advisor Tailors to These Personality Types (Part 1) 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 informed decisions. Here’s some of what we’ll discuss in this episode: The financial personality is scarred from something that’s happened to them in their financial journey. (1:55) How we work with people that over-analyze to the point of...2023-03-0219 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 34: The Incomplete Financial Plan - Don't Let Gaps Threaten Your Financial SecurityAre 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'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible. Here’s some of what we’ll discuss in this episode: Donn...2023-02-1617 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 33: What’s Your Biggest Financial Fear?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 in this episode: How we help someone address the fear of running out of money. (2:05) The life events that could deplete your nest egg in retirement. (4:11) Focusing on being more efficient with t...2023-02-0317 min
Widow 180 The Podcast with Jen Zwinck159. Sharing Wisdom On Widowhood And Wealth - An Interview With Donna KendrickDonna Kendrick will never forget the "Omgosh, what just happened?!" moment when she discovered her husband Greg had passed away suddenly in 2013. Donna found herself navigating the confusing world of finances post-loss, and then also felt a calling when she realized that she wanted to change careers to become a certified financial planner for others whose lives are in transition. We chat about: ~ Donna deciding to go back to school ~ Her biggest struggle in widowhood, figuring out "what's next?" ~ How the Safe Harbor program for grief counseling helped her and her ch...2023-01-171h 05
The Rabbi's WidowEp. 31 - A Conversation with Financial Planner Donna KendrickMy guest today is Donna Kendrick. Donna is a certified financial planner, certified divorce financial analyst and founder of Septon Financial. An important part of widowhood is figuring out our finances. How do we know what we can afford? How long will our savings take us? How can we even plan when we don't know what we are going to need?2023-01-0626 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 32: Your Estate documents – Know the BasicsToday’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 choose a lawyer to navigating establishing a will. On this episode, we’ll share: Listen here to learn about the power of attorney. (13:32) What is the timeline for a widow getting her will...2023-01-0535 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 31: When Your Advisor Feels Like a counselorSometimes 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? (7:30) Sometimes you just need a sounding board, and that’s okay. (10:00) If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation. Chec...2022-12-1517 min
Grief, Gratitude & The Gray in Between135. Navigating Finances During Widowhood- with Donna KendrickDonna Kendrick will never forget that “Omgosh, what just happened?!?!” moment when she discovered her husband Greg passed away suddenly in November 2013.
During her time of grieving Donna quickly realized that she had stepped into a new role overnight, one where she had to take control of her family’s finances in order to keep life consistent for her and her kids. Important family decisions came on real soon and real quick, and Donna had to figure out how to navigate this new season in her life, which meant finding the professional resources to help.
Donna has made it her life’s...2022-12-1348 min
The Sharon Fitzmaurice PodcastLife after Loss with Donna KendrickIt's something we all have to face, but don't want to think about, don't mind have to navigate. My guest today Donna Kendrick had to face the loss of her husband Greg in November 2015 leaving her as a single parent. During her time grieving, Donna had to take control of her family's finances in order to keep life consistent for her and her kids. As a result, Donna found a new passion and has made it her life's work to help other widows and widowers navigate the first days, weeks and months of widowhood.
We talk about how a sudden...2022-11-2447 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 30: Making Smart Decisions During Major Life EventsYou 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 decision-making process. We’ll explain how to handle big changes the right way. On this episode, we’ll share: How to handle a job change. (3:09) How to handle divorce. (5:48) How to...2022-11-2220 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 29: The Retirement Marathon - Finishing The RaceGetting 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 getting to the finish line in racing and retirement. On this episode, we’ll share: You might think you don’t need planning and preparation, but you’re wrong. (2:36) Your diet is es...2022-11-1715 min
The Best GuestNavigating Widowhood with Donna KendrickIn episode 60 of The Best Guest we welcome Donna Kendrick, the author of A Guide to Widowhood: Navigating the First Three Years, to the show. We talk about:What you can do to prepare for an unexpected lossThe best ways for friends and family to support a widow or widowerThe stages of navigating your finances in widowhoodAbout Donna KendrickDonna Kendrick will never forget that “Omgosh, what just happened?!?!” moment when she discovered her husband Greg passed away suddenly in November 2013. During her time of grieving Donna quickly realized that she had st...2022-11-1523 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 28: Warning Signs: How to Spot Problems in Your Financial LifeJust 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 for everyone. Have you considered that you’ll likely live much longer than them, you probably don’t have the pension that they had, and the costs for your healthcare during your retirement years...2022-11-0320 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 27: Navigating Emotions When InvestingEmotions 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 investors, especially those that have been enjoying the last decade of a favorable market. We will give you some tools to help you navigate those feelings, so you stay confident in your plan for the future. 2022-10-2720 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 26: Getting It Right - Irreversible Financial DecisionsThere 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 change your mind? (2:05) Why making the right decisions with your pension plan is vital. (4:58) Can you change your mind about life insurance? Yes, but you’ll want to keep these sit...2022-10-2015 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 25: Can’t Get No Satisfaction... Or Can You?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 have growth while having access to funds. (2:15) Ways to build confidence in your retirement plan. (4:36) The three non-negotiable goals you should have. (7:26) How to plan for independence in retirement. (9:37) Check out Donna...2022-10-1313 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 24: Retirement & Divorce – Navigating the Retirement Accounts & Other Assets (Part 2)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 episode: The asset(s) you choose might have significant tax implications that you need to factor into the decision. (3:31) What is a QDRO and what does it mean for retirement saving...2022-08-2516 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 23: Retirement & Divorce – How Do You Handle Your Home (Part 1)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. The reason being widows and widowers had their portfolio in front of them and everything was set while divorce makes planning and decision making difficult because so much is unsettled. In this pa...2022-08-1117 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 22: Why Retirement Planning Ain’t What It Used To BeIn 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...2022-07-2119 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 21: Spotting Red Flags When Picking An AdvisorWith 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 l...2022-07-0719 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 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...2022-06-1620 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 19: The Secret to Retirement Success: Getting Out of Your Own WaySo, 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 ex...2022-06-0215 minWidow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 18: The Retirement Diet - Fixing Unhealthy Financial HabitsWe 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...2022-05-1919 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 17: Investment Terms You Should Know TodayTrying 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 im...2022-05-0520 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 16: Reasons You Should Get Life InsuranceLife 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. Donna herself, was able to raise her family and send them to college because of life insurance after she unexpectedly became a widow. If you are closer to retirement if you were to pass, how would th...2022-04-2118 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 15: Celebrating Retirement BirthdaysIn 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) without penalty, although they are still taxed and you’ll want to follow the rules carefully. By 62, you can take Social Security, but will this be the best decision for your plan? On today’s episode, we’ll explor...2022-04-0719 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 14: Understanding Financial JargonThe 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 financial planner, and a fiduciary. On today’s episode, we’ll discuss these designations, terms, and definitions and what they mean for your financial planning journey. What we discuss today: 2022-03-2415 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 13: When Guessing at Retirement’s Most Important Questions Goes WrongHow 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 retirement? A lot of people combine this with their emergency fund. However, if you are planning out these purchases you can save separately, keeping your emergency fund intact in case you real...2022-03-1014 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 12: What is the Most Important Piece of Your Retirement Plan?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; however, you need to know where that money is going to come from. Without an income plan, you don’t really have a retirement plan. On today’s episode, we’...2022-02-1718 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 11: Who Even Needs an Advisor?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 much of a procrastinator. Or perhaps you just don’t have the time to learn about the market and different investment vehicles. That’s exactly what an advisor can help you with. Join us today as we dis...2022-02-0316 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 10: How Children Become Part of The Retirement DiscussionFamily 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 expenses as you approach retirement age. Or maybe you want to save some money for your grandchildren. But giving away your retirement money to pay for college or a wedding can be dang...2022-01-2720 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 9: Retirement Potpourri - Fill in The BlankIt’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? Retirement is a big worry, but a lot of people are just looking for peace of mind, someone to tell them that everything is going to be okay. Jo...2022-01-1315 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 8: 22 Money Resolutions for 2022 Part 2With 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 ones. If you have an advisor, you really love or if you listened to a helpful podcast, make sure to spread the knowledge. We will also discuss donations, taxes, Roth conversions, and more. We hope some of these inspire...2021-12-3019 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 7: 22 Money Resolutions for 2022 Part 1As 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 beneficiaries, whether you should refinance, and more. This is the time of year to start getting your financial junk drawer in order for a more organized new year. Get additional financial information: https://sephtonfinancial.com/2021/12/22-money...2021-12-1621 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 6: 5 Opportunities for Retirement’s Late BloomersDo you feel like you are behind when it comes to saving for retirement? The first step you should take is meeting with an advisor and really seeing where you are in your plan, it might surprise you. On today's episode, we will be discussing 5 opportunities for retirement's late bloomers. Get additional financial information: https://sephtonfinancial.com/2021/12/5-opportunities-for-retirements-late-bloomers/ What we discuss today: 1:14 – Welcome to December! 2:22 – Catch-up contributions 5:38 – Kids coming off the payroll 7:12 – Disappearing debt 10:01 – Downsizing 13:59 – Twilight career2021-12-0219 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 5: Quit Cutting Corners in Your FinancesWe’ve all done it before, but when it comes to our finances, we don’t want to cut corners. This can leave us blindsided once we are in retirement. If you feel behind on your retirement savings, you may be tempted to take on more risk which can be a way people cut corners and end up losing money. Are your legal documents established and up to date? Do you have a plan for long-term care? Your finances need to be organized and we can’t cut corners on the important details. Join us today as Donna...2021-11-1817 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 4: 5 Unexpected Sources of Income401(k)s, IRAs, and Roth accounts are all ways to traditionally fund your retirement. But what are some other buckets of income that may help your plan? On today’s episode, we are going to talk about 5 unexpected sources of income and how they can help your financial plan. We will discuss, annuities and stocks, Health Savings Accounts, rentals, reverse mortgages, and part-time jobs. Having extra streams of income can be beneficial for healthcare costs, travel, and more. Maybe it is also an opportunity to have some extra spending money. We hope some of these inspire you to...2021-11-0421 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 3: Living the DreamYou may feel financially comfortable with your retirement plan, but have you started planning out what you will actually do during retirement? With retirement comes a lot of free time. Planning out how you are going to live and what you are going to do is important. Maybe you want to visit the grandkids more often, golf more, or get on the road to travel. On today's episode, we are exploring what living the dream in retirement means and how that impacts your finances. It's essential that you discuss your bigger plans and goals with your advisor. T...2021-10-2117 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 2: Mind the Financial GapsIf you have ever traveled on a subway you may have noticed the warning sign "Mind the Gap" telling you to watch your step as you exit the platform. In a similar way, we need to be mindful of the gaps in our retirement and financial plans. On today's episode, Donna is covering 5 financial gaps we need to be vigilant about. Perhaps you want to retire before 65 and need a plan for healthcare until you are eligible for Medicare. Or maybe, you haven't accounted for inflation in your financial plan. Planning for these types of gaps can...2021-10-0722 min
Widow, Wisdom & Wealth™: Thriving in Career and Parenthood After LossEp 1: Introducing Widow, Wisdom, & Wealth with Donna KendrickWe are excited to introduce Widow, Wisdom, and Wealth with Donna Kendrick CFP®, CDFA®. When Donna became a widow herself, her financial advisor helped her and her family maintain stability. After this experience, Donna knew she needed to go into financial advising to help others. Her business, Sephton Financial, focuses on families in transition that need assistance navigating their finances. She works with divorcees, widows and widowers, career changers, and anyone else facing major life changes. With her new podcast, she is hoping to spread knowledge about financial stability and independence. Today, we will learn a bit ab...2021-10-0618 min
Unchained. Unbothered.Donna, the Global Citizen, is BackOn episode 6, Donnalee Donaldson shared her journey to global citizenship, which started when she left Jamaica at sixteen and headed to the United States. She eventually found her way to Rwanda in East Africa. On this episode, she returns to share her adventures traveling to over twenty African nations in the five years she has called Kigali, Rwanda home. From her deeply spiritual backpacking trip across Ethiopia to partying in Uganda to reveling in the traces of Jamaica she found in Ghana, Donna speaks passionately about all that Africa has to offer the traveler who is open to experiences...2019-01-1826 min
Unchained. Unbothered.Donna Became a Global Citizen at SixteenOn her 16th birthday, Donnalee Donaldson was serenaded by the staff at the American Embassy in Kingston, Jamaica. Having earned a full scholarship to a top university, the woman who was processing her visa paperwork demanded that everyone clap for this bright young girl who was leaving her mother to go off to the land of opportunity while still a teenager. Four years later, Donna was in law school at Emory University, the youngest of her classmates. In this episode, she talks about her decision to leave a burgeoning law career in New York City to return to Jamaica...2018-05-1840 min