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. Through heartfelt stories and practical advice, this podcast offers hope and guidance from those who have walked this path before you. If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity. Meet Donna and Jim Donna, widowed in 2013, raise 3 kids on her own all while shifting careers and building a business. Later, she met Jim, a divorced dad of 3, and they blended their families. Shortly thereafter, Jim lost the mother of his children. Through their stories you'll hear lessons learned, guidance, as well conversations with others who have walked through widowhood and are now thriving in career, parenthood, and life. They offer inspiration and practical wisdom to help you find strength, healing, and direction in the face of life's big transitions. Donna is a Certified Financial Planner®, a Certified Divorce Financial Analyst®, and the founder of Sephton Financial in Wyndmoor, Pennsylvania. She is also the author of the Life Stages Financial Guides including A Guide for Widowhood: Navigating the First Three Years and A Guide for Blended Families: Merging Assets and Navigating Financial Challenges. 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.
Listen to episodes
60 recent
June 9, 2026Episode 3030 min
Rebuilding Life After Loss: Wisdom from Lisa Woolery
In this heartfelt episode, Lisa Woolery shares her journey of overcoming widowhood, raising children, and rediscovering purpose through her mission of supporting widows. Her story offers powerful insights on healing, community support, and embracing a new chapter with hope and resilience. Main Topics: Lisa Woolery's personal widowhood story and early relationship with her husband Eric The importance of honesty, shared responsibility, and mutual support in coping with loss Building community and leaning on neighbors and friends for strength The concept of a widow's comeback and her inspiring memoir and resources Practical tips for widows to actively participate in shaping their new lives Timestamps: 00:00 - Introduction to Lisa Woolery and her story of widowhood and rebuilding 00:30 - The significance of sharing her mission and the platform of Widow Wisdom and Wealth 01:22 - Seven years after loss: reflections on grief and rebuilding life 02:08 - Lisa's personal story: meeting Eric at age 14 and their lifelong love story 03:40 - The impact of Eric's sudden death and moving to Kansas City 05:05 - Their journey as a family, career changes, and adopting children from Russia 06:28 - Challenges during Eric's political career and move across states 07:55 - Navigating widowhood: the loss and the subsequent life adjustments 10:06 - Key lessons from Lisa's experience: honesty, responsibility, and support 11:06 - Honest communication with her children after Eric's death 12:28 - Practical strategies for managing responsibilities and setting boundaries 13:26 - The importance of neighborhood support and community involvement 16:34 - Asking for help and building a network of support 18:11 - The impact of vulnerability and openness in healing 19:09 - Creating a support system: writing names down and delegating help 20:35 - Practical examples of community help in times of crisis 21:56 - The power of neighborly acts and community bonds 22:15 - Introducing Lisa's book, The Widow's Comeback, and her mission to inspire widows 25:16 - Resources for widows: journal, grieving calendar, and guided support 26:13 - Lisa's current work: fiction trilogy and courses for widow reinvention 27:07 - How to connect with Lisa and follow her resources 28:09 - Final advice: Be an active participant in your healing and new life 29:02 - Words of encouragement from Lisa Woolery Resources & Links to Connect with Lisa Woolery: Website Facebook Instagram Amazon Author Page
June 2, 2026Episode 2919 min
Rebuilding Joy Through Travel: Tiffany Rampey's Journey from Widowhood to Empowered Global Explorer
Discover how Tiffany Rampey transformed her grief into a movement that empowers widows to travel the world responsibly and joyfully. In this episode, she shares her inspiring story of resilience, the innovative Travel More Method, and practical tips for leveraging points and miles to unlock global adventures. Main Topics: Tiffany's personal journey from widowhood to reinventing her life through travel The development and principles of the Travel More Method How widows can use points and miles to travel affordably Overcoming mindset blocks like guilt and fear after loss The importance of travel for healing, education, and creating lasting memories Practical steps for responsible credit card use for travel rewards The role of flexibility and adaptability in family travel Timestamps: 00:00 - Introduction to Tiffany Rampey and her journey from widowhood 00:29 - Tiffany's early life, career, and the impact of her husband's sudden passing 02:20 - The emotional and practical reasons behind embracing travel after loss 03:34 - How travel helped Tiffany escape grief and community judgment 04:32 - Meeting her current husband and discovering travel's potential for financial reset 05:34 - The credit card strategy that made international travel accessible 06:55 - The core of the Travel More Method: using points and miles to unlock affordable travel 07:34 - Simplifying the system: one card, minimum spend, full repayment 09:02 - How points can fund trips to Europe, luxury hotels, and more 10:02 - Overcoming mindset blocks: guilt, judgment, and permission to travel 11:45 - The empowering importance of creating joyful, experiential memories for kids 12:27 - Real-life travel lessons from international adventures and challenging situations 14:11 - The value of flexibility, resilience, and living fully through travel 15:28 - Balancing structure and spontaneity in life post-widowhood 16:09 - Tiffany's mission statement: empowering widows to find relief and build joyful lives
May 12, 2026Episode 2830 min
Navigating Real Estate Transitions After Loss or Divorce with Dana Friedman
In this episode of "Widow Wisdom and Wealth," Dana Friedman shares insightful advice on managing real estate decisions during emotional life transitions, particularly after widowhood or divorce. Whether you're considering selling your family home, downsizing, or exploring 55+ communities, Dana's expertise offers practical guidance and emotional support. Main Topics Covered: How to use the long-term capital gain exclusion within the first two years of widowhood Strategies for accurately determining home value amidst fluctuating markets Important updates and improvements that can increase your home's basis and sale value The role of decluttering and emotional resources during urgent moves Key considerations in choosing 55+ communities, including HOA fees and amenities Building a trusted team of professionals for a smooth transition Tips for recent widows/widowers on making quick decisions and processing emotional hurdles Dana's concierge-style service connecting clients nationwide and internationally Timestamps: 00:00 - Introduction to Dana Friedman and her work supporting families in transition 01:01 - Capital gains exclusion rules for surviving spouses within two years of loss 01:57 - Dana's background and her focus on empathetic real estate support 03:36 - Importance of honest communication in family situations involving divorce or widowhood 05:17 - How to prepare clients emotionally and practically for home selling 06:19 - Approaching home valuation and market analysis in divorce scenarios 07:15 - Guiding clients on affordability and market value considerations 08:14 - Factors influencing home value, including market demand and renovations 09:39 - Using comparative market analysis (CMA) to reevaluate house worth 12:08 - Impact of updates and improvements on home basis and sale price 14:48 - Resources and professional help for decluttering during emotional times 16:19 - Celebrating life and downsizing with memorial events and donation options 18:24 - Decision-making exercises for stay or go in widowhood 19:52 - Processing emotional readiness for moving and emotion-driven timing 20:37 - Dana's network of trusted professionals for every step of the transition 22:22 - Understanding 55+ communities, amenities, and costs 25:44 - Final advice Connect with Dana: Cell: 215-901-4522 Email: Downtown2Devon@gmail.com Facebook: https://www.facebook.com/DanaFriedman1124 Instagram: @DBF136 Linkedin: https://www.linkedin.com/in/dana-friedman-aba59849/ _______________________________ CONNECT 🤝 Facebook: / donnajeankendrick LinkedIn: / donna-kendrick Instagram: / donnajeankendrick _______________________________ CONTACT ☎ Website: https://sephtonfinancial.com/ Phone: (215) 948-3945 Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10... Downloadables and Resources: https://sephtonfinancial.com/resources/ _______________________________ Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 314 Washington Ln, Jenkintown, PA 19046. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 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. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice. The guests on the podcast are not affiliated or registered with Cetera Financial Specialist. Any information provided by the guests are in no way related to Cetera Financial Specialist or its registered representatives.
April 28, 2026Episode 2733 min
What Your Next Best Minute Can Do When Disaster Hits with Erika Andresen
In this episode of Widow Wisdom and Wealth, we dive deep into resilience, life pivots, and practical strategies for navigating business and personal challenges after loss. Erika Andresen shares her inspiring journey from military service and law to becoming a business continuity expert, emphasizing the importance of planning, action, and living in alignment with your passions. Key Topics The parallels between business continuity planning and handling life's disruptions Erika's personal story of evolving careers and overcoming hardships How resilience builds through proactive planning and practice Practical steps to increase your resilience, including estate and business succession planning The emotional aspects of managing relationships and assets after loss The importance of testing your plans regularly for preparedness Aligning your life and business with your purpose and passions Strategies for widows and widowers to support their mental health and community connections Erika's insights on making sense of big life changes and trusting your intuition Timestamps 00:00 - Introduction to Erika Andresen and episode overview 02:32 - Erika's background in law, military, and disaster preparedness 04:47 - Drawing parallels between business resilience and widowhood challenges 06:40 - Erika's personal journey of career pivots and overcoming loss 08:33 - How her military and emergency management experience inform her current work 09:54 - The impact of unexpected life changes and the importance of adaptability 12:23 - Moving from military service to entrepreneurship amid personal upheaval 14:26 - Pivoting after personal loss and managing family estate issues 16:11 - Explaining risk management and probability in disaster preparedness 17:25 - Supporting aging parents with estate planning and emotional resilience 19:27 - The significance of planning, testing, and practicing for crises 21:14 - Practical advice on creating and maintaining resilient personal and business plans 22:12 - The difference between recovery and thriving after disruptions 23:22 - How to test and improve continuity plans regularly 24:46 - Building stronger relationships through shared planning and communication 26:39 - The importance of documenting plans and addressing emotional barriers 28:04 - Erika's advice on authentic career pivots and trusting your intuition 29:30 - How finances and lifestyle adjustments support reinvention 31:01 - The power of reflection and celebrating progress in resilience journeys 31:43 - Resources available through Erika's website for ongoing support Resources & Links Erica Andresen's Website: https://www.eaasc.com
April 14, 2026Episode 2627 min
How Mindfulness Can Help Widows Heal and Thrive: Being Present for Life with Harriet Stein
Discover how mindfulness can transform your daily life, reduce stress, and help you find joy amidst chaos, especially for widows and widowers navigating grief, careers, and parenting. Harriet Stein shares practical insights, her personal story, and tools to incorporate mindfulness into busy routines. Key topics: The true meaning of mindfulness: paying attention without judgment Practical ways to practice mindfulness in everyday activities like driving, washing hands, and walking How mindfulness can ease stress and grief, especially during challenging times The nine attitudes of mindfulness according to John Kabat-Zinn Harriet's journey from nursing to coaching, and writing her book, Perfect Attendance The importance of being present for life, not work, as highlighted in Harriet's story about her mother Easy resources for beginners: books, YouTube channels, and mindfulness practices The value of daily mindfulness practices like pause, gratitude, and sensory awareness Timestamps: 00:00 - Introduction to mindfulness and its relevance for widows and widowers 00:29 - The definition of mindfulness: paying attention without judgment 00:59 - How to practice mindfulness in daily life: red lights, walking, and chores 02:01 - Harriet's personal journey from nurse to mindfulness coach 03:20 - Incorporating mindfulness in corporate settings: stress reduction and focus 04:05 - Simple exercises to develop mindfulness: noticing thoughts and sensations 06:20 - Lessons learned from Harriet's grief process and its duration 07:43 - Strategies for maintaining mindfulness with busy schedules and grief 08:05 - The nine attitudes of mindfulness, with an emphasis on non-striving 11:17 - Harriet's book: Perfect Attendance, Being Present for Life 13:01 - The story behind the book's title and the importance of presence over work 14:05 - Clarifying myths about mindfulness and its practical application 17:23 - Practical resources: books, online courses, and community practices 18:49 - Incorporating mindfulness into daily transitions and breaks 20:19 - The significance of sensory-grounding techniques, like hand-washing, for stress relief 21:56 - Recommended mindfulness resources: Jon Kabat-Zinn, YouTube channels, and retreats 23:38 - Harriet's website: harrietstein.com and how to connect 24:23 - Words of wisdom: you are enough, and authenticity matters 25:35 - Final encouragement to prioritize self-care through mindfulness Connect with Harriet Stein: Website: harrietstein.com More about Harriet Stein HARRIET STEIN, RN, MS Harriet Stein understands the unique challenges that businesses face today. An inspirational teacher and professional speaker, Harriet is passionate about speaking to organizations of all sizes about how a culture of mindfulness can reduce stress, increase performance, lower healthcare costs, and boost employee engagement. A cookie-cutter app cannot effectively show you how to use mindfulness to combat work overload, answer your specific questions, or address your unique challenges. Harriet's mindfulness programs teach essential skills through hands-on instruction that provides practical tools for achieving a more fulfilling and productive life. Harriet is the author of Perfect Attendance: Being Present for Life and creator of Take a Pause, the award-winning international mindfulness training program that won first place in Impact on the Organization and second place in Innovation and Creativity at Sindusfarma's Boomerang Awards, which recognize the best-in-class training and development programs in the pharmaceutical industry in Brazil. She has extensive experience teaching mindfulness practices and strategies at Fortune 500 companies to improve corporate culture. During her tenure at Johnson & Johnson, she used her expertise and passion to directly instruct more than 5,000 worldwide employees on the practice of mindfulness through engaging programs and at leadership summits. Mixing research and science with levity and fun, Harriet's proven strategies teach tangible ways to live in the present and be accessible, both professionally and personally. Learn how to reduce stress, increase patience, and create space in your life to accomplish what you want to achieve – more creativity, more efficiency, or just a better night's sleep! Harriet's first teacher was Dr. Jon Kabat-Zinn, founder of Mindfulness-Based Stress Reduction. She completed extensive professional training at the Myrna Brind Center for Mindfulness at Thomas Jefferson University Hospital. This advanced training, interwoven with her background as a Registered Nurse and her Master of Science degree in Health Administration, is foundational to the compassion and purpose she brings to her mindfulness programs. _______________________________ CONNECT with Donna Jean Kendrick Facebook: @donnajeankendrick LinkedIn: linked.com/in/donna-kendrick Instagram: @donnajeankendrick Website: https://sephtonfinancial.com/ Phone: (215) 948-3945 Complimentary Consultation/Contact Us: https://sephtonfinancial.com/contact/ Downloadables and Resources: https://sephtonfinancial.com/resources/ _______________________________ Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 314 Washington Ln, Jenkintown, PA 19046. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 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. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice. The guests on the podcast are not affiliated or registered with Cetera Financial Specialist. Any information provided by the guests are in no way related to Cetera Financial Specialist or its registered representatives.
March 24, 2026Episode 2530 min
From Career Chaos to Purpose—And the Secret to Reimagining Retirement with Dale Power
In this heartfelt episode, Dale Power shares her inspiring journey through life's transitions—from entrepreneurship to profound personal loss—and how courage can be a guiding force during pivotal moments. Discover practical steps to reimagine your purpose and embrace change with confidence. Key Topics: Dale's personal story of resilience and reinvention The Share Your Courage three-step methodology for navigating transitions The importance of starting where you are and leveraging strengths Reimagining career paths through conversations and informational interviews Practicing real-life courage and aligning with your values Overcoming myths and societal expectations about retirement and aging The role of support groups and community in transition Recognizing growth opportunities during challenging times Timestamps: 00:00 - Introduction to Dale Power and her mission of sharing courage 01:01 - Dale's diverse background and defining life's turning points 02:55 - The first step: Starting from where you are and identifying strengths 03:47 - How to craft a new path through storytelling and reflection 04:44 - Reimagining career and exploring opportunities in transition 06:10 - The significance of courage in everyday actions and big decisions 07:39 - The impact of advocacy, advice, and mentorship in personal growth 10:00 - How to practice courage and align actions with values 13:29 - Breaking societal myths about retirement and purpose 15:33 - Real stories of widowhood and unexpected life changes 17:14 - Long-term planning and the 'pause' for reflection in decision-making 18:43 - The importance of support networks and informational interviews 19:10 - Embracing change as an adventure and cultivating curiosity 20:36 - Practicing courage in practical situations and conversations 23:15 - Defining personal courage and taking action in daily life 25:23 - Advice for widows and widowers planning their next chapter 26:23 - Resources for reimagining life and career transitions 28:20 - The importance of patience, time, and community in growth 28:55 - Final thoughts on transforming struggles into opportunities for growth Resources & Links: Share Your Courage Website Connect with Dale Power: LinkedIn _______________________________ CONNECT 🤝 Facebook: / donnajeankendrick LinkedIn: / donna-kendrick Instagram: / donnajeankendrick _______________________________ CONTACT ☎ Website: https://sephtonfinancial.com/ Phone: (215) 948-3945 Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10... Downloadables and Resources: https://sephtonfinancial.com/resources/ _______________________________ Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 314 Washington Ln, Jenkintown, PA 19046. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 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. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice. The guests on the podcast are not affiliated or registered with Cetera Financial Specialist. Any information provided by the guests are in no way related to Cetera Financial Specialist or its registered representatives.
March 10, 2026Episode 2431 min
Supporting Families in Transition: Financial Caregiving and Daily Money Management with Jeremy Zizmor
In this episode, Donna Kendrick hosts Jeremy Zizmor to discuss how daily money management and financial caregiving can ease the lives of families navigating widowhood, divorce, aging parents, or other transitions. Jeremy shares insights into establishing financial organization, protecting assets, and leveraging professional teams to provide clarity during challenging times. Key Topics: The role of daily money managers in supporting families through life transitions How to organize and streamline financial documents and insurance policies Importance of establishing trusted contacts and clear family communication Building a professional team: financial planners, estate attorneys, care managers, and accountants Proactive planning vs. reactionary approaches to money management crises Tools like the Financial Caregiving Toolkit for assessing and managing finances Confidentiality and trust considerations when working with families Tips for educating young adults on financial basics with practical tools How to find qualified daily money management professionals in your area Chapters: 00:00 - Introduction and overview of Jeremy Zizmor's background and mission 02:23 - Jeremy's personal story of caring for his grandmother and founding Assurance Family Partners 04:08 - The core services of daily money management and financial caregiving 07:16 - How financial organization helps families in crisis and prevents costly oversights 09:41 - Macro and immediate planning strategies for transitional families 11:32 - Communicating with family members and safeguarding confidentiality 13:26 - Building a trusted professional team for ongoing support 15:40 - Handling family dynamics and legal considerations in financial management 17:24 - The role of care managers and the sandwich generation's unique needs 19:05 - Additional services like insurance management, household payroll, and document organization 22:33 - Common challenges and the importance of proactive planning 24:44 - Learning from reactive crises and the value of early intervention 25:23 - The Financial Caregiving Toolkit: resources for families starting their journey 27:19 - Educating young adults on finances and the benefits of self-guided or professional support 28:24 - How to find a qualified daily money manager; Jeremy's recommended resources 29:22 - Jeremy's location and contact info for Assurance Family Partners Resources & Links Connect with Jeremy Zizmor and discover resources: Website: https://assurancefamilypartners.com/ Assessment for an interested person or family to continue the conversation: https://assessment.assurancefamilypartners.com/ Financial Caregiving Toolkit 6 Biggest Hurdles to Overcome when Managing a Loved One's Finances: https://6hurdles.assurancefamilypartners.com/register Find a Daily Money Manager in your area: https://secure.aadmm.com/find-a-dmm/ This episode offers practical advice for families wishing to prevent financial crises and build resilient support systems during times of transition, emphasizing the importance of organization, trust, and proactive planning. Citations for the aging in place percentages mentioned in this episode: 75% https://www.aarp.org/home-living/home-community-preferences-survey-2024/?utm_source=chatgpt.com 84% https://point.com/blog/aging-in-place-2025?utm_source=chatgpt.com 88% https://www.retirementliving.com/aging-in-place/aging-in-place-statistics?utm_source=chatgpt.com 87% https://medicalxpress.com/news/2025-06-poll-wide-variation-older-adults.html?utm_source=chatgpt.com ______________________________ CONNECT 🤝 Facebook: /donnajeankendrick LinkedIn: /donna-kendrick Instagram: / donnajeankendrick _______________________________ CONTACT ☎ Website: https://sephtonfinancial.com/ Phone: (215) 948-3945 Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10... Downloadables and Resources: https://sephtonfinancial.com/resources/ _______________________________ Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 314 Washington Ln, Jenkintown, PA 19046. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 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. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice. The guests on the podcast are not affiliated or registered with Cetera Financial Specialist. Any information provided by the guests are in no way related to Cetera Financial Specialist or its registered representatives.
February 24, 2026Episode 2325 min
Embracing Guilt and Gratitude: A Widow's Journey to Financial and Emotional Wellness
In this heartfelt solo episode, Donna Jean Kendrick shares her personal story of resilience, the challenges of widowhood, and how she rebuilt her life and business from loss to abundance. If you've ever struggled with guilt, self-judgment, or balancing career and family after a major life transition, this episode offers inspiration, practical insights, and a reminder to embrace your own journey. Key topics: Donna's journey from widowhood to remarriage and blended family life The significance of community support and local culture (Jenkins Town) Overcoming guilt related to financial success and appearances Building a business rooted in purpose and family values The power of mindset shifts from scarcity to abundance How sacrifices and faith shape financial and personal growth The importance of giving back and celebrating community traditions Handling judgments and reframing perceptions of wealth Practical tips for balancing career, parenting, and personal fulfillment The role of gratitude in transforming pain into purpose Chapters: 00:00 - Introduction: Embracing the Guilt with Being OK 01:00 - Donna's background in finance and widowhood journey 02:29 - Blending families and community in Jenkins Town 03:55 - The story of purchasing and renovating their foreclosure home 05:22 - Sacrifices, faith, and moving beyond scarcity mindset 06:49 - How moving affected financial outlook and pivoting strategies 07:46 - Dealing with judgments about wealth and success 10:05 - The significance of community, traditions, and personal storytelling 11:44 - Hard work, giving back, and supporting families in transition 12:54 - The impact of mindset shifts on financial confidence 14:10 - Listening to her own podcast story and feelings of pride 15:52 - Overcoming external judgments and embracing authentic success 17:19 - Building a purposeful business and balancing work-life harmony 18:43 - Gratitude for her journey and community support 20:18 - The true meaning of being rich: Spirit, community, love 21:57 - Encouragement for widows and career changers to live big 22:36 - The importance of purpose over material wealth 23:38 - The ongoing journey of growth, contribution, and legacy 24:07 - Final encouragement: Turn setbacks into stepping stones Remember, your value extends beyond material success. Embrace your journey, give yourself grace, and keep moving forward with purpose. _______________________________ CONNECT 🤝 Facebook: / donnajeankendrick LinkedIn: / donna-kendrick Instagram: / donnajeankendrick _______________________________ CONTACT ☎ Website: https://sephtonfinancial.com/ Phone: (215) 948-3945 Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10... Downloadables and Resources: https://sephtonfinancial.com/resources/ _______________________________ Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 314 Washington Ln, Jenkintown, PA 19046. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 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. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice.
February 11, 2026Episode 2224 min
The Hidden Trauma Sabotaging Your Business (And How To Uncover It) with Nicole Lewis-Keeber
In this episode, we explore how childhood trauma and emotional health directly impact entrepreneurs' business performance. Nicole Lewis Keeber, a business therapist and mindset coach, shares insights on harnessing therapeutic tools to overcome subconscious barriers, leading to sustainable success. Whether you're growing a startup or feeling stuck at a ceiling, this conversation offers actionable strategies to align your emotional health with your business goals. Key topics: How childhood trauma influences entrepreneurial mindset and business outcomes Recognizing and addressing patterns of overworking, burnout, and self-sabotage The impact of trauma on nervous system regulation and capacity building Practical steps to heal trauma through therapeutic approaches and leadership Why investing in trauma-informed coaching benefits your business and family The significance of core values and family mission statements for balanced leadership How to differentiate between mindset challenges and trauma responses The role of self-leadership and nervous system capacity in scaling Resources for trauma-conscious business practices and emotional sustainability Timestamps: 00:00 - Introduction: Healing trauma to unlock business growth 02:06 - Nicole's background as a therapist and transition to business coaching 03:16 - Childhood trauma's influence on money mindset and entrepreneurship 04:39 - How trauma responses show up in business patterns 06:11 - Recognizing the signs of trauma affecting business performance 07:02 - The importance of working with trauma-informed coaches 08:11 - Dreading Monday mornings: uncovering underlying trauma patterns 09:32 - Adaptations learned in childhood as over-functioning or overworking behaviors 10:31 - Managing nervous system capacity to prevent burnout 11:55 - Building capacity for change without sabotage 12:44 - Investing in trauma-informed support as a family and business decision 13:23 - How trauma shows up in business relationships and client interactions 14:38 - Integrating emotional health into business strategy for sustainability 15:45 - Impact of personal healing on family and business balance 17:10 - Identifying the founder's emotional attachment to their business 18:21 - How leadership reflects on the nervous system of the business 19:05 - Various ways to work with Nicole: one-on-one and group programs 20:37 - Personal example: blending family leadership with business growth 21:07 - Values as guiding principles for navigating business and family life 22:24 - Creating family mission statements and aligning values 22:49 - Connecting with Nicole: website, social media, and book Resources & Links: How to Love Your Business by Nicole Lewis Keeber Nicole's Website LinkedIn: Nicole Lewis Keeber Trauma-Conscious Business Programs Connect with Nicole: LinkedIn - Nicole Lewis Keeber TikTok - The Business Therapist Website - nicole.lewis-keeber.com Book on Amazon - How to Love Your Business _______________________________ CONNECT 🤝 Facebook: / donnajeankendrick LinkedIn: / donna-kendrick Instagram: / donnajeankendrick _______________________________ CONTACT ☎ Website: https://sephtonfinancial.com/ Phone: (215) 948-3945 Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10... Downloadables and Resources: https://sephtonfinancial.com/resources/ _______________________________ Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 314 Washington Ln, Jenkintown, PA 19046. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 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. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice.
January 27, 2026Episode 2132 min
The Impact of Loss on Family Dynamics with Clare Bodle
In this heartfelt conversation, Claire Bodle shares her journey of grief after the sudden loss of her husband, exploring the complexities of parenting through loss, the importance of community support, and the healing power of writing. Claire reflects on her children's unique grieving processes, the lessons learned over the years, and how she has transformed her life in the wake of tragedy. Her story emphasizes resilience, the significance of open communication about grief, and the empowerment that comes from taking control of one's life and finances. Key Takeaways Claire lost her husband unexpectedly after a long battle with cancer. She emphasizes the importance of open communication about illness with children. Each child grieves differently, and it's essential to respect their individual processes. Community support played a crucial role in their healing journey. Claire wrote a book to process her grief and help others. Time does not heal all wounds but lessens their intensity. It's important to let children see their parents grieve. Claire learned to manage finances after her husband's passing. She encourages others to take control of their financial knowledge. Grief can lead to personal growth and transformation. 00:00 Navigating Grief: Claire's Journey 08:25 The Impact of Loss on Family Dynamics 12:48 Community Support in Times of Grief 18:34 Writing as Healing: Claire's Book 27:05 Lessons Learned: Time and Grief _______________________________ CONNECT 🤝 Facebook: / donnajeankendrick LinkedIn: / donna-kendrick Instagram: / donnajeankendrick _______________________________ CONTACT ☎ Website: https://sephtonfinancial.com/ Phone: (215) 948-3945 Complimentary Consultation/Contact Us: https://calendly.com/donnakendrick/10... Downloadables and Resources: https://sephtonfinancial.com/resources/ _______________________________ Donna Kendrick is a Certified Financial Planner and Certified Divorce Financial Analyst and owner of Sephton Financial located at 314 Washington Ln, Jenkintown, PA 19046. If you'd like to contact Sephton Financial you can do so online at SephtonFinanical.com or by calling 215 948 3945 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. The views depicted in this material are for information purposes only and are not necessarily those of Sephton Financial. They should not be considered specific advice or recommendations for any individual. Neither Sephton Financial nor any of its representatives may give legal or tax advice
Is this your show?
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
