Ep. 26 – Donna Kendrick: Widow, Wisdom and Wealth

On this week’s episode of the Step Stories Podcast, Host Robin Breuner introduces financial advisor Donna Kendrick, host of Widow Wisdom and Wealth and author of A Guide to Widowhood and The Life Stages Financial Guides. Donna recounts losing her first husband in 2013 while raising three kids after years abroad in Rome, leaving the workforce, and relying on prior planning such as estate documents and life insurance. She explains why many widows switch financial advisors and how her experience led her to build a practice serving widows and families in transition, including divorce. Donna discusses blending her family after remarrying in 2022, combining six children through the pandemic and later navigating his ex-wife’s illness. She shares practical blended-family financial steps: inventory assets and debts, clarify “mine/yours/ours,” review credit reports and beneficiaries, use prenups, update estate documents, address the family home, and consider neutral executors to help keep peace. And thank you for supporting our sponsors: What’s Poppin’ PennyWebsite: https://whatspoppinpenny.com/Spotify: https://open.spotify.com/show/4BlpnEqNXgMVlBZrNK4jIs Donna KendrickGet your financial house in order in just 6 weeks. Each week, Donna will send you an email with video instruction on a simple task you can complete – those things you’ve been putting off but know are important. Access it here: https://donnajeankendrick.com/6-week-challenge/ Email:     [email protected]:        donnajeankendrick.com    Facebook:       fb@DonnaJeanKendrickInstagram:       IG@donnajeankendrickTikTok:    Donna Jean KendrickYoutube: @donnajeankendrickBooks:    A Guide for Widowhood               A Guide for BlendedFamiiliesThe Divorce Money Map            Podcasts: Widow & Wisdom Robin Breuner Email:  [email protected]:  www.robinbreuner.comInstagram: stepstoriespodcastIGFacebook: stepstoriespodcastFBLinkedin:  RobinBreunerLinkINPodcast:  StepStories PodcastThreads:  @robinbreunerYouTube: StepStories Podcast YouTubeTikTok:   www.tiktok.com/@stepstoriespodcast/video/7569378260706938126 Hosted on Acast. See acast.com/privacy for more information.