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Episode 249: Educating Clients: Widowhood, Wisdom and Wealth
Manage episode 408976730 series 2914144
Konten disediakan oleh Molly McGrath. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Molly McGrath atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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
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
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