Episode 249: Educating Clients: Widowhood, Wisdom and Wealth

Hire and Empower with Molly McGrath

In this episode, Molly is joined by Donna Kendrick, a financial services expert with a special passion for assisting widows in managing their financial lives during and after the life-altering loss of a spouse. The discussion delves into Donna's personal journey from widowhood to financial advisor, her published book for navigating the complexities of widowhood, and her unique eight-week course designed to support individuals through this challenging time.

Key Takeaways:

• Preparation and prior conversations about estate planning are crucial to avoid unnecessary stress and anxiety during times of loss.
• Donna's book "A Guide to Widowhood" provides valuable insights and practical steps for those dealing with the immediate aftermath of losing a spouse.
• Financial advisors and estate attorneys can work collaboratively to support clients, both pre- and post-transition, with clear communication and empathy.
• Donna's eight-week course and personal document locator checklist can empower individuals during times of great emotional and financial upheaval.

Quote for the Show: "Sometimes you can learn more about the values of your client and where they want life to go by just listening." - Donna Kendrick

Links

• Sephton Financial Website: https://sephtonfinancial.com

• Widow & Wisdom Website: https://www.widow-wisdom.com

• Facebook: https://www.facebook.com/widowandwisdom

• LinkedIn: https://www.linkedin.com/in/donna-kendrick/

• Law Firm Admin Bootcamp: https://www.lawfirmadminbootcamp.com/

• Get Fix My Boss Book: https://amzn.to/3PCeEhk

Ways to Tune In:

• Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N

• Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599

• Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH

• Google Podcast - https://podcasts.google.com/feed/aHR0cDovL2ZlZWRzLmxpYnN5bi5jb20vMTc4MTM2L3Jzcw

• Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions

• YouTube - https://youtu.be/Yj8Wsj8IZ4k