Wisdom & Wealth: Financial Clarity For Families In Transition podcast

Wisdom & Wealth: Financial Clarity For Families in Transition

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QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

約 5 日前33:58

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In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

Wisdom & Wealth: Financial Clarity For Families in Transition

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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.

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Wisdom & Wealth: Financial Clarity For Families in Transition

updated 約 1 年前

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72 つのエピソード

#Trading #Business #Donna Kendrick #401k #Investing #Money #Pennsylvania #Divorce #Donnakendrick #Financial #Planning #Roth #Sephton #CFP® #IRA #Retirement

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1
Transform Your Money Mindset in 2025 21:02

約 1 年前21:02

21:02

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…

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2024's Best Stocking Stuffer: Financial Freedom 18:05

約 1 年前18:05

18:05

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…

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Divorcing In Retirement: 3 Steps You Should Take 13:47

約 1 年前13:47

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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 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…

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Are You Making Financial Decisions With A Clear Mind? 15:05

約 1 年前15:05

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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 – 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…

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Avoiding A Financial Horror Story 16:14

約 1 年前16:14

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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 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…

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The Top 5 Regrets Of Retirees In Their 70s 16:52

約 1 年前16:52

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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 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…

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Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning 18:24

約 1 年前18:24

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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. 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…

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How Kids & Grandkids Influence YOUR Retirement Planning (Part 2) 20:39

約 1 年前20:39

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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 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…

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How Kids & Grandkids Influence YOUR Retirement Planning (Part 1) 17:51

約 1 年前17:51

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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 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…

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5 Financial Lies That May Be Holding You Back 21:40

約 1 年前21:40

21:40

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…

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College Planning For Blended Families 22:08

約 1 年前22:08

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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 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…

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Insurance Needs For Blended Families 16:13

約 1 年前16:13

16:13

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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When Is The Right Time To Talk Finance When Dating? 21:53

約 1 年前21:53

21:53

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 to start talking about finances 13:10 – Icebreakers, conversation starters, and observations 18:26 – When to involve a financial professional Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube…

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Mistakes When Choosing A Financial Advisor 21:07

約 1 年前21:07

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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 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 advisor gets paid 11:11 – Communication style and succession plans 12:52 – Is bigger always better? 15:47 – Ethics and fiduciary responsibility Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube…

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Stay-At-Home Parents: Balancing Family and Finances 22:43

約 1 年前22:43

22:43

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 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 discussing retirement savings or the day-to-day budgeting for a blended family. Donna and Jim's story is a testament to the fact that with the right approach and guidance, it's possible to find balance and build a solid financial foundation, even in the face of life's transitions. Here are the points we discuss in today’s show: 0:00 – Intro 2:09 – Donna and Jim’s experiences as stay-at-home parents 5:54 – Financial awareness and communication between partners 8:41 – Jim’s time as a caregiver 14:08 – Seeking professional advice and building financial literacy 17:46 – The life-changing advice Donna took from Jim Get additional financial information: https://sephtonfinancial.com/podcasts/ Check out the video version of the podcast: Sephton Financial - YouTube…