Wisdom & Wealth: Financial Clarity For Families in Transition
Mark all (un)played …
Series home•Feed
Manage series 2991025
Content provided by Donna Kendrick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Donna Kendrick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, each episode will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity. Donna is a Certified Financial Planner, a Certified Divorce Financial Analyst, and the founder of Sephton Financial in Wyndmoor, Pennsylvania. Visit her website at https://sephtonfinancial.com/ or get in touch by calling 215-948-3945. Sephton Financial 8200 Flourtown Ave, Suite 1B Wyndmoor, PA 19038 Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated.
…
continue reading
64 episodes