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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. ...
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In this conversation, Pam Baker shares her journey through grief after losing her husband to glioblastoma. She discusses the importance of community and support for widows, highlighting her initiative, Widows Who Wine, which provides a safe space for women to connect and heal. Pam emphasizes the significance of financial planning and preparation fo…
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In this solo episode of 'Widow Wisdom and Wealth,' host Donna Jean Kendrick shares her reflections on 13 years of widowhood, focusing on the importance of setting boundaries. Donna discusses the challenges she faced, from managing a career and raising children to blending families after remarriage. She shares personal anecdotes, such as the afterma…
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Smart Dating Divas Embracing Love and Life Transitions with Donna Meador In this episode of Widow Wisdom and Wealth™, host Donna interviews Donna Meador, who shares her incredible story of finding love later in life, navigating relationships with adult children, enduring financial hardships, and rebuilding her life after loss. Donna discusses the l…
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In this edition of 'Widow Wisdom and Wealth™,' host Donna Kendrick and her husband Jim Gehan share an impromptu conversation about self-care, sleep, and community support after the loss of a spouse. They discuss the importance of creating a new normal, taking personal time, and addressing the guilt often felt by widows and widowers when they focus …
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In this episode of 'Widow Wisdom and Wealth™,' host Donna Jean Kendrick welcomes career coach Shelly Malley, recently recognized as one of the top coaches in Philadelphia by Influence Digest in 2023. Shelly shares her extensive experience in HR and career coaching, offering insights into job search strategies, personal branding, and navigating care…
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In this episode of the 'Widow Wisdom and Wealth' podcast, host Donna Jean Kendrick chats with Kathy Lentz, owner of Kindred Soul, a company specializing in life celebrations. Kathy shares her journey to becoming a certified life celebrant and discusses the importance of pre-planning one's funeral to lighten the emotional burden on loved ones. They …
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In this episode of the Widow Wisdom and Wealth Podcast, host Donna welcomes Isabelle Von Buscher, a woman of remarkable resilience and determination. Isabelle shares her inspiring journey of navigating career changes and raising a son after becoming a widow during pregnancy. From her role as a VP in the corporate world in Europe to working for a no…
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In this episode of Widow Wisdom and Wealth, Donna interviews Marie Alessi, who shares her journey into widowhood and how she has navigated the complexities of raising two boys while dealing with profound loss. Marie discusses her mission, her books, and her TED Talk, emphasizing her unique approach to leading through grief with joy. Marie recounts …
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In this episode of Widow Wisdom and Wealth, hosts Donna Hendrick and Jim Han discuss parenting after the loss of a spouse. They share their personal journeys—Donna's experience after losing her husband and Jim's experience after his ex-wife's passing. The episode covers how their core parenting skills evolved, the impact of grief timelines on their…
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In this episode of 'Widow Wisdom and Wealth,' host Donna Kendrick and her husband Jim discuss the complexities of managing a career and parenting during life transitions, particularly in the aftermath of loss. They explore their personal experiences of giving up careers to focus on family, the challenges of solo parenting, and the importance of mai…
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In this episode of Widow Wisdom and Wealth, meet Carolyn Dennis Johnson, a resilient entrepreneur who shares her journey from being a single parent to successfully starting her own business at 65. Carolyn discusses how she navigated financial independence after her divorce, leaned on her community for support, and continuously pursued education and…
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In 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 pers…
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Decisions 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 fa…
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In 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 person…
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In the last episode you met Jim, my co-host and husband. Now, Jim is sharing his unique experience of navigating the emotions and responsibilities after his ex-wife, who he had a child with, passed away. There is no "title" for this unique situation in life. A widower… but without the title. We discusses the complexities Jim faced as an ex-husband …
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In 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 & Wea…
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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 …
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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 i…
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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 balan…
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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 comm…
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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…
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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 be…
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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 – In…
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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…
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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 …
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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.…
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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…
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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 balanc…
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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 b…
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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 plann…
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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 ins…
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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 sh…
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Choosing 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 …
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Donna 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 …
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Just 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 – …
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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